Help - How do I hide the text????

Options
Katherine Simpson
edited 03/27/23 in Smartsheet Basics

I have created a form in SS from a PDF form. However, when I generate the document, it shows not only the value in the field, but the drop down instructions. It only occurs with drop down fields. I've included a screenshot below. How do I stop this?


Answers

  • Jeff Reisman
    Jeff Reisman ✭✭✭✭✭✭
    Options

    @Katherine Simpson

    I think the issue is with using the PDF as the basis for the sheet/form. Try creating a new form from the sheet itself.

    When I have set up document generation, the process I've used is:

    1. Create the sheet with all the fields I need.
    2. Create a fillable PDF.
    3. Under Generate Documents for a row, import the PDF and map the sheet fields to the PDF fields.
    4. Create a standard Smartsheet form from the sheet for the user to fill out.
    5. Set up automation to generate a document when a row is added.

    Regards,

    Jeff Reisman

    Link: Smartsheet Functions Help Pages Link: Smartsheet Formula Error Messages

    If my answer helped solve your issue, please mark it as accepted so that other users can find it later. Thanks!