2 questions on forms and Smartsheet workbook

Kelly Dawson

Good Day,

I created a form request and am wondering if the actual form can be saved and attached to Smartsheet row?

This request has automation for multiple approvals that when final approved is received I would like to generate a document for requestor to be able to save for their records. I see the generate document workflow and attached my fillable PDF, however the information from the line is being entered in the PDF, how is this achieved?

Thank you

Kelly Dawson

Andrée Starå

Hi @Kelly Dawson

I hope you're well and safe!

Unfortunately, it's not possible to save the form as it looks now, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here are some workaround options.

• Print a row
• Create it in Document Builder.

Question 2.

You can have a workflow that triggers the creation of the PDF and combine it with a workflow that triggers an added attachment and sends it to the requester.

Make sense?

Would that work/help?

I hope that helps!

Be safe, and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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