Automation - Fill out a PDF using row details?

Hi all!

I have a Master sheet where I am tracking assessment results for new requests. Each assessment uses a single row that captures 3 identification cells and 6 score selection cells.

I created a fillable PDF using titles of the columns that contain the 9 data points and added it to Document Builder.

Is there a way to create an automation to fill out the PDF with details from the completed row, and attach the PDF to each line item as an artifact when a condition is triggered? (The automation would be triggered once the 'Priority Level' has been selected (dropdown) and saved.

Find more posts tagged with

Accepted answers

All comments

Paul Newcome

That sounds like a "Generate Document" automation to me:

https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation

Sign in to join the conversation!

Quick Links

Component react.discussion.discussions had an error.

ref must be one of: categoryID, siteSectionID, category, category/categoryID, category/name, category/description, category/url, category/allowedDiscussionTypes, locale, siteSection, siteSection/basePath, siteSection/contentLocale, siteSection/sectionGroup, siteSection/sectionID, siteSection/name, siteSection/description, siteSection/apps, siteSection/attributes, layoutViewType, discussionID, commentID, page, sort, sortType, lookupSort, discussion, discussion/name, tags, breadcrumbs, discussionApiParams, serverDraftID, serverDraft.