Form - Email Notification
Peter Novosel
Would like to receive an email when a form is submitted, with the form data included in the email. Helpful to use as a confirmation and also as a backup in the event the record is altered or deleted in the app.
Also allow the person submitting the form to request a copy of the form response to be sent to them upon submission.
Nate Montgomery @ SmartSuite
Patrizia Buosi Thanks for submitting feedback! I wanted to inform you that this is currently possible with native SmartSuite capabilities. To do this:
- Locate the solution where the form lives in.
(make sure you're collecting the email of the submitter in the form using an email field)
- create an automation with trigger "When a form is submitted"
- Add an action for the automation, "Send and email"
- configure the email and include the 'Send To' as the Email that was collected in the form.
Nate Montgomery @ SmartSuite
Jon Darbyshire
Hello Patrizia Buosi! I have a few more questions for you:
- Could you please specify the type of information you'd like to include in the summary of the answers?
- Would you like the summary to be sent to the user, the admin, or both?
- Do you have any specific format in mind for the summary email?
P
Patrizia Buosi
Hi Jon Darbyshire,
I was thinking of a summary like that of google forms, then an email sent to the person who submitted the form with the answers they gave, like a copy of the form they submitted.
Alex Stoica
Can we also receive just a notification when new form submitted?
Brian Dollen
Merged in a post:
Form - Email Notification
P
Paul Ricci
Would like to receive an email when a form is submitted, with the form data included in the email. Helpful to use as a confirmation and also as a backup in the event the record is altered or deleted in the app.
Also allow the person submitting the form to request a copy of the form response to be sent to them upon submission.
P
Paul Ricci
I was able to create an automation that sends an email when a form is submitted. The form can be customized with any of the specific fields needed. This accomplishes the same result but would like to see this as a standard option when building a form instead of duplicating the automation and having to update the content fields in the email.