表单和自动化与接触类型单元格

KMan1190
KMan1190 ✭✭
在内容基本知识

我想让客户提交一个表单，其中包括他们的姓名和联系信息，然后设置定期更新请求发送到他们的电子邮件。我尝试通过在表单上创建两个不同的(文本类型)字段来实现这一点，一个用于Name，一个用于Email地址，但是Update请求自动化不能自动发送到他们在表单中输入的Email地址，因为单元格类型不是Contact类型单元格。(似乎只有当单元格类型是联系人类型单元格时，您才能向特定行的联系人发送自动电子邮件)

当我尝试向表单添加联系人类型单元格时，希望表单会提示表单用户输入他们的姓名和电子邮件，但似乎也不起作用。(我必须手动进入每一行输入并添加他们的电子邮件地址。


这里有什么解决办法吗?

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答案

  • 金伯利无爱
    金伯利无爱 ✭✭✭✭✭✭

    澄清一下，如果你在表单中将姓名作为文本字段而将电子邮件作为联系人字段收集不正确吗?

    我问他，因为我们有一个已经使用了几年的表单，在这一点上是这样设置的，我们能够使用自动化，不需要在提交表单后手动输入任何这些。

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  • KMan1190
    KMan1190 ✭✭

    那工作!我使用的联系人单元格是他们的名字，而不是他们的电子邮件地址。当它被用于他们的电子邮件地址时，它确实会接收到这一点，然后我应该能够运行我的自动化。谢谢你！

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类别

Might be you need to move the first )<\/p>

try this<\/p>

=INDEX(COLLECT({OPK Monthly Report 22-23 Unfilled 0-3}, {OPK Monthly Report 22-23 Month}, \"April\", {OPK Monthly Report 22-23 Grantee Name}, Grantee@row), 1)<\/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":254,"urlcode":"Formulas","name":"Formulas"}]},{"discussionID":106563,"type":"question","name":"Embed Smartsheet fields into Automation emails","excerpt":"It would be great if we could embed Smartsheet fields into the body of an automation email. For example, I have several emails going to different departments and if the auto email could be set-up like below, it would save time, clicks, confusion, etc.: <> has submitted a new request. The request…","categoryID":321,"dateInserted":"2023-06-16T18:25:31+00:00","dateUpdated":"2023-06-19T08:27:13+00:00","dateLastComment":"2023-06-16T18:54:24+00:00","insertUserID":156053,"insertUser":{"userID":156053,"name":"jl.furstenberg","url":"https:\/\/community.smartsheet.com\/profile\/jl.furstenberg","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-16T18:52:38+00:00","banned":0,"punished":0,"private":false,"label":"✭✭"},"updateUserID":91566,"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":"2023-06-19T12:08:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":32,"score":1,"hot":3373883695,"url":"https:\/\/community.smartsheet.com\/discussion\/106563\/embed-smartsheet-fields-into-automation-emails","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106563\/embed-smartsheet-fields-into-automation-emails","format":"Rich","tagIDs":[334,510],"lastPost":{"discussionID":106563,"commentID":381070,"name":"Re: Embed Smartsheet fields into Automation emails","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381070#Comment_381070","dateInserted":"2023-06-16T18:54:24+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":"2023-06-19T12:08:16+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-19T08:27:32+00:00","dateAnswered":"2023-06-16T18:49:50+00:00","acceptedAnswers":[{"commentID":381065,"body":"

Hi @jl.furstenberg<\/a> <\/p>

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

It's already possible with the Placeholder feature.<\/p>

\n \n https:\/\/help.smartsheet.com\/articles\/2479256-customize-the-content-of-your-alerts-and-requests\n <\/a>\n<\/div>

Would that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic weekend!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/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":1},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":334,"urlcode":"automations","name":"Automations"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"}]},{"discussionID":106543,"type":"question","name":"Automation and Email Recipient","excerpt":"Hello, Is the email notification through the automation criteria only available to recipients with Smartsheet accounts or to anyone whose email address was entered in the recipient field? Thank you.","categoryID":321,"dateInserted":"2023-06-16T03:56:51+00:00","dateUpdated":null,"dateLastComment":"2023-06-16T04:30:53+00:00","insertUserID":162449,"insertUser":{"userID":162449,"name":"CharMu","url":"https:\/\/community.smartsheet.com\/profile\/CharMu","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-16T04:56:20+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162449,"lastUser":{"userID":162449,"name":"CharMu","url":"https:\/\/community.smartsheet.com\/profile\/CharMu","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-16T04:56:20+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":43,"score":null,"hot":3373778864,"url":"https:\/\/community.smartsheet.com\/discussion\/106543\/automation-and-email-recipient","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106543\/automation-and-email-recipient","format":"Rich","lastPost":{"discussionID":106543,"commentID":380961,"name":"Re: Automation and Email Recipient","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/380961#Comment_380961","dateInserted":"2023-06-16T04:30:53+00:00","insertUserID":162449,"insertUser":{"userID":162449,"name":"CharMu","url":"https:\/\/community.smartsheet.com\/profile\/CharMu","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-16T04:56:20+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-16T04:29:02+00:00","dateAnswered":"2023-06-16T04:24:16+00:00","acceptedAnswers":[{"commentID":380960,"body":"

Hi,<\/p>


<\/p>

You can send notifications to any valid email address. If you're planning to send alerts or reminders with a link to the sheet, the user will not be able to click the link and access it if they do not have a Smartsheet account and not shared to the sheet.<\/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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":5383,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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