Wish the forms would generate a nice PDF that is clean and auto email to whoever.....when a condition is met
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Hi @Ryan Kaessner
Can you clarify how this might be different from using Document Builder to automatically create a PDF from your new row contents? https://help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data
We use dynamic forms to create customer facing status reports. Once the form/report is complete the trainer has to email to themself and then email to the customer.
If the customer requests another copy of the form (which happens often with staff turnover months later) we cannot reproduce the original as the print option prints ALL fields (even those that were not applicable) and the report makes no sense.
The ability to retain the original form would be a huge help with this.
Although we are extremely proficient when it comes to reducing load on our smartsheets (we use pivot, data mesh and data shuttle extensively), we still find ourselves hitting capacity limits (mostly because of the number of columns in conjunction with some pretty complex formulas). Breaking up data between sheets and…
Be able to print and/or export Workflow Automations in PDF and/or export to Visio. this would be used for document control and troubleshooting aid
It would be beneficial to be able to leverage Smartsheet Automations to make REST API calls. This has many potential use cases, but one I could see is adding users to Smartsheet groups when the are added to a 'roster sheet' in Smartsheet. It would allow us to use the full power of Smartsheet's API within easy to use…
