Is there a way to generate a specific PDF using automation based on specific criteria? I have 3 documents that would need to be used depending on the department that uses them. Can this be done using automation using conditions?
Happy to help!
I'd recommend using the Condition Path feature and adding three different paths.
Would that work/help?
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:[email protected] | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
I hope you're well and safe!
Yes, you can configure the workflow to trigger specific templates in Document Builder, depending on the department or something else.
I hope that helps!
Be safe, and have a fantastic week!
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
Thank you for the response, is this done with 3 different automations or with conditions in a single automation?
Dear All: Good morning. We are VERY close to getting the approval from my top management for DataMesh - this is something I have been hoping to get for us since 2019. We were able to help 4 departments set up and become power users of Smartsheet last year. DataMesh will allow easier and faster inter-departmental data…
Is is possible to create an app in workapps and have the users enter/edit information through reports without having them to log into smartsheets? I need users to provide input to specific action items but I don't want to have to set up a username and password to access SS. thanks in advance.
Hi all, I have a project overview sheet, which hold information about various subspecialty projects, and I would like to share this sheet with respective subspecialty team members based on their area. I have a column in the source sheet with dropdown (containing various subspecialties/areas), and I am wandering if there is…
Help shape the future of Smartsheet.
Share your ideas and feature requests.
©2024. All Rights Reserved Smartsheet Inc.