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Send a form from a workflow

I would like to be able to send a form directly from a workflow. The only option currently to do this requires me to add the link to a message, which looks very messy and unprofessional.

6
6 votes

Idea Submitted Β· Last Updated

Comments

  • andreadarcy
    andreadarcy ✭✭✭

    It would be nice in the automations to send out a form at a specific time, weekly, monthly etc. to emails so staff can be reminded to send over form responses on a project. Not an update, but fill out a form from scratch.

    Form Automation.jpg


  • Eric Law
    Eric Law ✭✭✭✭✭✭
    edited 05/08/25

    @andreadarcy Why can't you just post the form link in there? Unless there is something I'm missing.

  • andreadarcy
    andreadarcy ✭✭✭
    edited 05/08/25

    I did, but it's not a clickable link - defeats the point of what I'm trying to do to make this easier for my staff.

    Form Automation Email.jpg


  • JamesB
    JamesB ✭✭✭✭✭✭
    edited 05/08/25

    @andreadarcy

    If you create a helper column, set the name you want in the cell, and the right click and use hyperlink to assign it the URL for your form. Then you can use your workflow to send this cell to the end user as a part of the message and the hyperlink will be active.

  • andreadarcy
    andreadarcy ✭✭✭
    edited 05/08/25

    Ok so I did this. It's a great work around, it would be nice though if there was a way to do this in the sheet directly. But I really appreciate this work around so I can utilize it for our team.