How can I automatically surface relevant information based on submitted content in Smartsheet?

To ensure that the data you are collecting is the data you require, you must design the form with required fields, field validations, and dropdowns.

To find out who submitted a form in Smartsheet, you can include a field in your form that asks for the submitter's name or email. The response will appear in the row along with the other submitted data.

Responses to the form are automatically added to the relevant sheet. You can better organize the data by sorting it, applying filters, or generating reports.

You can control data access by setting sharing permissions on the sheet. This ensures that the form submitters will only be able to see what you allow them to.

To set up automatic emails in Smartsheet after a form is filled out, follow the steps given below:

• Open your Smartsheet account
• Add a Contact Column in your Smartsheet
• Navigate to the ‘Automation’ tab within your sheet
• Click on ‘Create from Template’
• Select the ‘Alert Someone When Anything Changes’ option
• Define Trigger Conditions
• Choose the Recipients
• Write a personalized email