Document Builder Automation with Forms

Josh Runnion

Can Document Builder be automated so that after a form is filled out the document is automatically created and sent to the person who filled out the form (or any other identified person)?

MCorbin

Not yet. You currently have to trigger it to be sent. BUT - that would be a great enhancement request....

https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409&_ga=2.37989219.1109569095.1515413508-505700647.1490279283

Josh Runnion

I made the request.

Thanks!

MCorbin

Not yet. You currently have to trigger it to be sent. BUT - that would be a great enhancement request....

https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409&_ga=2.37989219.1109569095.1515413508-505700647.1490279283

Josh Runnion

I made the request.

Thanks!

Dan Walsh

Can you clarify the type of trigger? DO you mean manual trigger by right-clicking on the row and selecting Document Generator, or is there a way to trigger it as part of a work-flow?

Josh Runnion

Hi Dan,

It is manual now. I was hoping for an automation.

Thanks

Josh

MCorbin

DEFINITELY submit this as an enhancement request - the more they get, the more priority it gets.

Smartsheet.com

https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409&_ga=2.37989219.1109569095.1515413508-505700647.1490279283

I have set up alerts that notify me when someone fills out the form, and gives me a link right to the sheet, so I can get there quickly and trigger the document to be created. It's still manual to generate the document though.

J.H.W.

I've submitted a request too! Embarked on a reasonably complex workflow thinking this was already possible. 😑 now given myself more work to do!!

Would be great to get an update from the Development team on an anticipated release date for this!?😊

STGprojects

We would love this automated document builder feature as well. So great if it can be done.

Free_Snap

Hello,

Any chance there was progress on this yet?

Andrée Starå

Hi @Josh Runnion @MCorbin @Dan Walsh @J.H.W. @STGprojects @Free_Snap

I hope you're well and safe!

It's here now! 🤩

Automated Document Generation and DocuSign mapping is here!

Jason DelValle

Jun 16, 2022

Hi Community, 

Smartsheet customers can now accelerate their processes by automating the creation of documents and DocuSign mapping within Smartsheet. With this new workflow action for document generation and DocuSign mapping, process owners can reduce manual steps for their team when generating invoices, purchase orders, project plans, agreements and more.

The workflow action for document generation is available for licensed sheet owners and admins on Business and up plans, while automated DocuSign mapping is available for Enterprise plans. 

Get started here

You can also stay informed by subscribing to receive release notes for curated news of recently released product capabilities and enhancements for the platform of your choosing, delivered to your inbox. As new releases occur, you will receive a daily email with news of what's released. (Emails will only be sent daily, Monday-Friday, as new releases are available).

https://us.v-cdn.net/6031209/uploads/IPZTY6D5DTC0/41837-doc-gen-animation.gif

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Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

J.H.W.

Thank you @Andrée Starå.

Yes.. set it up within hours of its release last week and it's working well so far! 🤩

Andrée Starå

@J.H.W.

Excellent!

Yes, it's fantastic, and I can't wait for what's next!

scowart

I have created a workflow step to generate the document automatically, but how can I setup a workflow or some automation to send that generated document out to the requester (submitter) of the form?