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@Jessica_Burnie A simple solution might be to create an email list in your email server and all project members as members. Then have the form assign the task to email list which would result in everyone getting notified.

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I would like there to be an option for the person filling the form to receive an email acknowledging that they filled the form in, optionally with a PDF of the form or a link to view it. I would also like to allow people to change their response in some of my forms.

If I am understanding correctly, you can achieve this via our email integrations! Would the recipe below work for you? You would just need to setup an email column with the submitters email populating the column - you can gather their email address by including an email column in the form.

Essentially when the form is submitted, by default an item is created in the board. You can then customise the email to include an acknowledgement that the form has been submitted, as well as include all the item data (form submission data).

Regardless, if you are interested in creating styled forms that better match your brand and embed perfectly in you web page you can check out our monday.com app Easyform and our extensive documentation site.

With a form that has a ton of board items, conditional grouping and categorized responses, creating that manual email automation in the board has been a nightmare where the receiving email is unformatted unless I type what each column entry is before clicking to include it in the email.

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I think that if you want to catch badly-formatted email addresses, you would need to create a formula field and setup the formula to return some word (or even an emoji such as :x: ) to let the user know that the email address was badly-formatted.

AFTER they submit the form, you could use this tool to display a preview to them of what they just submitted, and it could display the :x: (or some other warning) if they submitted an invalid email address, and then they have the option to go back and modify the form:

My question is this, I created a form, and we have a list of users who needs to get an update/notified of all fields in the form when it is completed, however everytime the form is created I have to type the email address of the distribution list every time to send the form. Is there a way to make my specified email address always get the email? With the new items filled out in the form?

You could create a contact type column in the sheet which would create another available field for the form. Enter your email address as the default value for this field, then set up an alert automation to send whenever a new row is added to the email address listed in this new column.

@Paul Newcome So you are saying if I did this, and then create an automation rule for the field it would work? My question is, would this also send the entire form that was filled out in it's entirety?:

Who do you want to send the alert to? If it's the submitter of the form and they are logged in to Smartsheet (you can set that as required), then you can use the system column called Created and use that for the send to.

@Paul Newcome @Andre Star i have similar requirement but i want to add external recipients (stakeholders not from the company) and would like to send the filled up form only not the sheet itself. would that be possible?

I'd recommend using placeholders in an alert. Still, another option (not fully automated) could be to use the Document Builder feature to trigger and send a pdf version of the form instead (one by one or in batches).

If they are just clicking on a generic link, then no. They could be logging in from Chrome, Firefox, Edge, etc... without being logged into anything with an email address (even if you could get their email like Google does - scary!)

Just had another thought.....I can embed the form link (via a hyperlink) into a sheet which the user can access (marking sheet notes) and then when they click on the link the system picks up their user name when it loads the form?

Looking to see if anyone knows if it is possible to embed/include an existing Hubspot form to a new email? I know it is possible to embed/include a form to a landing page, webpage, blog, etc, but I would love to include a form to an email if possible. Ideas?

I am sending a monthly workflow email to all my int'l distributors and I want to make sure everything is going well. I want to use a form to see if they have questions, need support, have training ideas, want to schedule a time to discuss, etc, and I think a form within an email might be a good method to collect responses, but I'm open to other ideas. Thanks for your consideration.

Make sure to direct them to a thank you page for taking the time to respond and to let them know that their response was heard. Maybe even add a form here to let them elaborate on their response if they want

It seems as if this isn't available in the Email service task and needs to be done in workflow. Can someone point me in the right direction on how to do this? What is the workflow item to get the form from Laserfiche forms so I can then use the email action in workflow?

There are a number of ways your workflow can find the form that you saved to the repository. I use the metadata field 'Reference Number' and the submission id so that I guarantee that I am finding and sending the correct form. Using a metadata field and/or the submission id is not required to do any of this. You could just simply search for the name of your form in the directory you saved it to.

However each time a forms process runs it generates a unique submission id, so I use that to positively identify the form and prevent a possible mistake of sending the wrong form.

To see the default variables that forms passes to a workflow you need to tell your workflow that it will be initiated from a form.

Click the Green Arrow on your workflow, then 'View Workflow Properties' in the lower right corner, check the Attribute "Started by Laserfiche Forms".

as the search ( change the folder to where you have saved your form )

The workflow searches the folder I specified for that unique submission id and I use that result in the email activity as my attachment to mail.

You will also probably want to tell the email activity to send the attachment as copy as it defaults to sending a shortcut link back into the repository and unless the recipient has a license they will not be able to view it.

Right click the attachment and select properties.

And select attach a copy of the document and any other options you need.

That should get you running. Modify as needed!

I know that being able to directly email a form is an enhancement that has been suggested and hopefully will be available in future releases. Until then it's workflow.

Hope that helped,

Andrew

My thought process is that the user fills out the form and submits it. The forms processer modeler will place the form in a folder in the repository. Then I have the next service task run a workflow and pickup the latest document in that folder and email it.

Through workflow, you would first need to sent the form to Laserfiche. Send the form to a folder. Use workflow to email the form from there you can email the form and then either file or delete the form.

Note about this email service: CDC-INFO provides general health information in response to common questions from the public and healthcare workers. You should receive a response within 3 business days, however, it may take up to 10 business days depending on the complexity of the question or if we have a high volume of inquiries.

I have not purchased the email campaigns yet and and trying from the descriptions to decide if it meets my needs. Mysteriously, Squarespace seems to limit automated form replies to donor, newsletter, and purchase form activity.

Is there a work-around to add entries from other forms to auto-reply? Just one example, if I have a volunteer form (we are a non-profit), when they submit the form, I'll need to auto-reply with a thank you and additional information. I know I can manually enter the information they submit. Not ideal, but if I do that will an automated response be triggered or do I need to somehow trigger it and if I have to tell the email campaign to trigger a response, does it still count as an automated response or do I get dinged for a blast?

I, some might say foolishly, have just paid the annual Email Campaign fee only to find out that it does not work for regular forms. Yes the fact that it only works for Newsletter Forms is mentioned in the documentation, but it should be mentioned much more explicitly. To be honest now if feel duped by Squarespace for adding a product that doesn't really do a lot for me at a cost of $A168, with no refund available ? ff782bc1db