checkbox field for mapping fillable pdf
I am trying to map a checkbox field for generating a document. The column type in my Smartsheet is a checkbox and my fillable PDF has a checkbox field, however Smartsheets isn't recognizing the checkbox fillable pdf field so I cant map anything to it- neither text column or checkbox column
Does SS only recognize checkbox of fillable PDF of certain PDF editors (like Adobe) only and not other types? ( I tried a few other types without success)
Answers
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Hi @mr much!
For Document Builder, the prerequisite is to have a valid fillable PDF file. It should recognize checkbox fields if they are set up correctly. You can find more details here:
- Document Builder: Generate documents from row data
- Document Builder: Map sheet columns to a fillable PDF
I've seen a similar scenario where the issue was caused by locked checkbox fields in the fillable PDF. To fix this, try deleting the checkbox fields and recreating them, ensuring they are unlocked.
If the issue persists after trying this, please reach out to our Support Team for more help through a private channel.
I hope this helps!
Cheers,
Isaac.Join us at Smartsheet ENGAGE 2024🎉
October 8 - 10, Seattle, WA | Register now
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