Email Notification to an employee without a smartsheet account

Nolan Schmidt
Nolan Schmidt ✭✭✭
inSmartsheet Basics

I have a form that our employees will fill out in the field to request a special price. Once that has been approved i want to send an email back to that the employee confirming we have approved their request. I have them filling out their email in the form and have tried to use that in the automation to send them the email message but it doesn't work. What am i missing?

Tags:
· Share on Facebook Share on Twitter

Answers

Categories

This cannot be set up through an Approval Automation. At his point you have a few options (each of which has its pros and cons).<\/p>


<\/p>

You can just include a blurb that says that they are acknowledging by submitting within the Approval automation.<\/p>


<\/p>

You can set up an update request automation as a reminder that they need to enter their initials if they submit but didn't the first time.<\/p>


<\/p>

The last option I can think of that would truly make it required is a bit complex but possible. The first step is to create an \"approval sheet\". This sheet will have the same fields in it that you need to send in the approval request and a form created to match.<\/p>


<\/p>

You would then take the base form URL and drop it into a formula on the original sheet that allows you to basically generate a custom form on each row that will have the row data prefilled when someone clicks on the URL in that row. Since you can make form fields required, this will give you the ability to require their acknowledgement prior to them submitting their approval.<\/p>


<\/p>

Send this custom form URL through an alert and instruct the users to click the link to open the approval form.<\/p>


<\/p>

The form entry would populate the \"approval sheet\", but you can use formulas with cross sheet references to pull the appropriate data back over to your original sheet.<\/p>


<\/p>

If that last option sounds like something you would be interested in, fell free to let me know, and I will try to pull together a few links to help you get started building the formula.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":300,"urlcode":"Email Notifications","name":"Email Notifications"}]},{"discussionID":108166,"type":"question","name":"Synchronization of Smart sheet and Outlook Calendar","excerpt":"I am trying to synchronize an appointment list created with Smart sheet with Outlook Calendar. I was able to get the date to reflect in Outlook Calendar, but is there any way to get the time and the content of the appointments on the Smart sheet to reflect in Outlook Calendar?","snippet":"I am trying to synchronize an appointment list created with Smart sheet with Outlook Calendar. I was able to get the date to reflect in Outlook Calendar, but is there any way to…","categoryID":321,"dateInserted":"2023-07-27T07:37:41+00:00","dateUpdated":null,"dateLastComment":"2023-07-28T00:35:35+00:00","insertUserID":144305,"insertUser":{"userID":144305,"name":"Kenji","url":"https:\/\/community.smartsheet.com\/profile\/Kenji","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!A2lcx_I5Ojw!m8kqn54NZSs!obOvPtLS1JT","dateLastActive":"2023-07-28T01:52:05+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":null,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-28T00:53:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":28,"score":null,"hot":3380949796,"url":"https:\/\/community.smartsheet.com\/discussion\/108166\/synchronization-of-smart-sheet-and-outlook-calendar","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108166\/synchronization-of-smart-sheet-and-outlook-calendar","format":"Rich","lastPost":{"discussionID":108166,"commentID":387721,"name":"Re: Synchronization of Smart sheet and Outlook Calendar","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/387721#Comment_387721","dateInserted":"2023-07-28T00:35:35+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-07-28T00:53:33+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/9CM5AMI8BDNA\/02.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"02.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-07-27T21:02:03+00:00","dateAnswered":"2023-07-27T08:24:09+00:00","acceptedAnswers":[{"commentID":387453,"body":"

Hi @Kenji<\/a> <\/p>

I hope you're well and safe!<\/p>

Unfortunately, it's not possible now, but it's an excellent idea!<\/p>

Please submit this as a Product Feedback or Idea <\/strong>(If it hasn't been added already)<\/em><\/strong> when you have a moment.<\/strong><\/a><\/p>

Here's a possible workaround or workarounds <\/strong><\/p>

Help shape the future of Smartsheet.
Share your ideas and feature requests.

 Watch video