How to send a copy of a form?

[jou_tm]

Hi,

I would like that the customer who fills a form, receive a copy of the filled form. How to do that?

thanks

jou tarrat

[Justin_Barrett]

Welcome to the community, @jou_tm! :grinning_face_with_big_eyes: Assuming that the customer entered their email address into one of the form’s fields, you could create an automation that emails their form data to them. The trigger would be a new record in the form’s table, and the action would be your choice of email options, with the email template built to include all of the relevant fields.

[jou_tm]

thanks. i see the automator options

[Natalie_Krebs]

Thanks Justin—I generally understand what you’re saying, but I’m running into problems actually setting up the automation here. Is there any chance you could provide a few screenshots of how you would set up that automation to email the form user (who is required to submit an email address) a copy of their response? I’m attaching a screenshot of where I’m running into trouble. (The test fails because it says the email field is empty.) Thanks so much!

[Justin_Barrett]

Your setup is correct. Chances are you’ll need to re-test the trigger step. I’m guessing that you added the email address after making that trigger. The trigger doesn’t automatically refresh during the setup process, and requires you to re-test it to get any data you added to your fields since the previous test. You can always confirm the actual data pulled by the test by clicking on “Test ran successfully”, which will expand a list of all fields and the data collected from each one.

[Keenan_Corrigan]

Hey Natalie - Did you ever figure this out? I’m running into the same issue and haven’t found a solution yet. Thanks!

[Natalie_Krebs]

Hey Keenan—I did, but it wasn’t helpful. I was following the correct setup, but the error was rooted in needing a paid account to access the functionality. Under the free service, I could only direct it to send an email to a user who already has access to my AirTable—it would not allow me to select the email of the form user (which, in my case, was random users/the public). Sorry I can’t be more helpful.

[Moe]

One way to send the customer a copy of their filled form is to use this extension. It allows you to send a link to your customer that would have all the information they filled out in the form. And as an option you can allow them to update the record as well.

miniExtensions

Share Public Link for Individual Airtable Record - miniExtensions

This extension generates a unique sharable URL for each record. Allow a client to get a quick access to a particular record.

[Keenan_Corrigan]

Thanks, Natalie! Turns out it was because I had an empty record in the first row :woman_facepalming: