Select multiple records to fill in a document

Ian Cooper

We use Smartsheet to record RFQs from our customers. We'd like to use the document creator, but we'd like to be able to select multiple records to to populate a single document.

Richard Heath

Good idea. I've previously requested this feature @Ian Cooper via the old Request Form.

We generate Payment Certificates that take data from various sheets, and run some calculations in the background to present on a Dashboard that is formatted to look like an A4 sheet of paper that can be PDF'd. It's a little fiddly.

Ideally, we would use Document Builder to upload our Payment Certificate template and have Smartsheet run the calculations from the various sheets and deposit the values in the pre-determined fields. Given the recent update to Document Builder where Automation would allow a user to check a Check-box that then kicks into gear the Document Builder process, this would help immensely.

Ryan.Ray

Feel like this has been brought up before, but it would be a massive time saver and incredibly useful tool to have the Generate Document feature capable of creating ONE PDF from multiple rows of data. We deal with invoicing of users who are paid out based on completing certain activities so we need a list of activities completed with the payout. As it is now, Smartsheet would create say 10 PDFs if this person had say 10 activities. It would be truly EPIC if you could have multiple rows build just one document.

agb

would be very helpful to generate clean reports of punch items and action items