Generate Document and Maintain Formulas

I'm trying to create a construction work estimate document that automatically populates a client's name, address, customer number, date, etc. at the top of the document. The document itself contains different formulas to sum up individuals costs of the project and adds tax. When I generate the document, I can get all the fields filled in as I'd like, but I lose my formulas, so the document is essentially useless.

I'm guessing Smartsheet just doesn't support this functionality, but I figured I'd ask here first.

Find more posts tagged with

Formulas

Document Builder

Accepted answers

All comments

Jason Albrecht

Hi @vdemattei

You're correct in your assumption as far as I am aware.

I ended up creating helper columns in SmartSheet that did the calculations and then mapped the fields.

The way I understand it, the SmartSheet fields are another layer of data on top of the pdf document.

Hope this helps.

vdemattei

https://community.smartsheet.com/discussion/comment/370158#Comment_370158

Thanks, Jason. I'm trying a work around that uses a sheet in place of the document with my formulas - thanks for the idea. However, I'm running into other barriers. I need to create multiple documents/sheets, which I can do using a template sheet, but there are currently no automations that would generate a new sheet from a template, or copy rows to a newly generated sheet from a template. I guess I'll stick to doing things the "old fashioned" way for now.

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.