Receive a copy of the completed form in the same format that person filling it out receives

John Stracquatanio · 06/03/21

We have vendors fill out survey information for us, but the format that the vendor receives their "send me a copy of responses" is a much better format than we receive as a workflow notification. We have dozens of optional fields and they receive only the fields they filled out. We would like to also have that format come in to us. Does anyone know how to do that? Currently I have to do a generate PDF fillable form to at least get it to a format to use and it takes an enormous amount of time to customize each one.

Andrée Starå · 06/04/21

Hi @John Stracquatanio

I hope you're well and safe!

You could add a Workflow with an alert that only includes the columns used in the form and send it for received submissions.

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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sheetsmartsarah · 03/22/24

https://community.smartsheet.com/discussion/comment/293839#Comment_293839

The only problem with sending the fields, is that the workflow email sends a link to the form too :(

I have a specific request for a PDF too. I'm thinking of generating one via the Create a Document workflow

Andrée Starå · 03/25/24

Hi @sheetsmartsarah

I hope you're well and safe!

This is not the case if you select the message-only option and use the placeholder feature to include the fields.

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

sheetsmartsarah · 03/25/24

https://community.smartsheet.com/discussion/comment/426972#Comment_426972

@Andrée Starå I think I'll try out this too. I just hate to list 30+ fields manually with the curly brackets, but it may be able to work. Since I have a lot of logic in the form I'll just have to set up different message only workflows to account for the different submission types

Andrée Starå · 03/25/24

@sheetsmartsarah

Excellent!

Happy to help!

I sometimes combine multiple columns in a so-called helper column and reference that instead, so you wouldn't need to add all 30+ fields separately.

Make sense?

Would that help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Receive a copy of the completed form in the same format that person filling it out receives

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