Generate Documents in Automation will not autofill all information after mapping

Stephen Townsend

Good Morning Smartsheets world. My Boss has recently been let go and I have taken over all of his smartsheets forms. When I have a customer submit a form it would go onto a smartsheets list. then I can generate a pdf document where it would take the customers information and prefill the pdf. Since the file transfers it will still allow me to generate the document but it will not autofill. I have looked into the mapping and it looked correct and I even tried making a new mapping and a whole new work flow but still no change. When it generates the document it only captures 3 items and not everything so the PDF shows to be incomplete.

Any thoughts on what I may be missing or overlooking. Thank you in advance.

Andrée Starå

Hi @Stephen Townsend

I hope you're well and safe!

Can you share some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help.

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Stephen Townsend

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@Andrée Starå See template. From What I get here everything should be good Correct? so after saving it should autofill when generating a document?

Andrée Starå

@Stephen Townsend

It's strange that some of the fields work.

What fields are filled in?

Has anything changed on the sheet?

Did you add the fields to the form that works?

Stephen Townsend

It's strange that some of the fields work.

What fields are filled in?

The Complaint, Cause and Correction are the only ones that fill in.

Has anything changed on the sheet?

Nothing has changed that I can see.

Did you add the fields to the form that works?

I added all the fields to the form and only the three C's work

Andrée Starå

@Stephen Townsend

I'd be happy to take a quick look.

Can you share the sheet(s)/copies of the sheet(s)? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)