Workflow to PDF

caitlin.rucky23

Hi,

I am trying to figure out how to take data and pictures submitted via a smartsheet form and have it automate into a formated PDF. It seemed like there was a workflow that would allow this, but I am struggling on making it happen.

MichaelTCA

Hello @caitlin.rucky23

There is an automation to "Generate Documents when Specified Criteria are met".

You will need to create an editable PDF with the correct data mapping to match the data properties in Smartsheet.