Use "Created By" auto generated field as a "contact list" for use with approval workflow

hletson · 10/03/19

I have a form that is use to submit travel requests. I would like to set-up an auto-field that captures who the form was "created by", rather than having them enter their name into the "contact list". I was hoping to use this to then send an auto-generated workflow to this contact. However, I believe workflows only work with true "contact lists". Does anyone know how to use "created by" as a "contact list" to then send workflows to?

Paul Newcome · 10/03/19

When setting up the workflow, just change the recipient to "Contacts in a cell". You can then use the dropdown to select the Created by column.

Ella · 10/04/19

We send automated workflows to the system column Created By all the time. Just beware that the user needs to be logged in with their e-mail address when submitting the form for the rule to work. Otherwise the address in Created By field will be web-form@smartsheet.com

Paul Newcome · 10/07/19

Very good point. Thank you, Ella!

Use "Created By" auto generated field as a "contact list" for use with approval workflow

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