Saving Form to Row

Riaan Kotze

Good afternoon SM team,

Are you doing well?!

What would be a great addition to the SM platform is, if you complete a form, for that form to be attached to a specific row. It would assist in audits whereby you have to give prove of the form that have been completed.

This would be super cool.

Best regards,

Andrée Starå

Hi @Riaan Kotze

I hope you're well and safe!

Here's a possible workaround or workarounds

• Use the Document Builder feature to save it as a PDF to the row.

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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Riaan Kotze

Hi @Andrée Starå, we have tried that way, but it is not quite what we need. The actual form that was created with its questions and answers need to be saved on submission. The actual template that was created in that specific way.

I don't not if I'm clear in my explanation.😅

Andrée Starå

@Riaan Kotze

I understand. The other option would be to print the row / save it as a PDF manually; otherwise, it would be a great addition to have it automatically created from each submission instead.