Convert PDF into Smartsheet form?

Tjmarget

Blank Purchase Request Form FY21 - Requestor Version.pdf

Hi all,

My workgroup uses the attached PDF for purchase requests. The problem is we rely on the Purchaser to input the request into an excel sheet and that is the only way to track what has been ordered and by who. The requests that get lost on someone's desk sit there until the requestor emails wondering if it has been done.

My question is this; can I create a smartsheet form that looks like the PDF and allows signatures? I'd love to have all requests feed into a smartsheet so nothing gets lost.

I'd appreciate any help/ideas.

Terri

Andrée Starå

Hi @Tjmarget

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could use a 3rd party form service/integration.

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå

Hi @Tjmarget

Unfortunately, it's not possible at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

As a possible workaround, you could use a 3rd party form service/integration.

Is that an option?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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

TheKSP.org

Hello, @Andrée Starå

Has there been any discussion and/or progression of this initiative?

I have similar ask of either:

1. Able to present fillable PDF as a "Form" where input from the pdf can fill in appropriate cell in Smartsheet sheet (OR)
2. Have a filled out PDF "read" to fill in appropriate cell in Smartsheet sheet (post-linking & definition perhaps).

Thank you.

wbradford1

Good day!

Has there been any progress with this request?

What determines whether an Enhancement Request get's considered for product implementation?

Is there a way to see what Enhancement Requests are in the queue for consideration?

In my experience, Enhancement Requests just go into a "Black Hole", where things are rarely implemented, but give the submitter a sense of ownership for submitting.

So, getting back to the original question, what is the status of this request, and is it being considered?

Thanks and Regards.

Bill

Andrée Starå

Hi @Tjmarget @TheKSP.org @wbradford1

I hope you're well and safe!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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wbradford1

Good day!

Sorry for the delayed response....

Looking at your Post, I believe the process you're referencing involves Document Builder, and the creation of a PDF document from Smartsheet Data.

Ideally what we would hope to do is the Opposite of what I believe you referenced:

This is our scenario:

1) Present an individual with "fillable" PDF Document (Form)

2) Once completed/saved, the PDF form creates/populates a row in Smartsheet, and is saved as an attachment to the Row

3) The Smartsheet than is the tool/means for tracking the PDF Document.

I may not be correctly interpreting what you posted, but is that the same process?

Thanks and Regards,

Bill Bradford

p.s. I don't believe Document Builder is current available in Smartsheet Gov, the Platform I'm on.

Andrée Starå

Hi @wbradford1

No worries

Unfortunately, it's not possible now to have a PDF create the row in Smartsheet, but it's an excellent idea!

Please submit this as a Product Feedback or Idea (If it hasn't been added already) when you have a moment.

Here's a possible workaround or workarounds

• Use a 3rd-party service to have a PDF create the row in Smartsheet. (not sure if it will work with GOV)

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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marc4

Have you tried creating your form in google forms (which can have signatures) and then using the smartsheet integration to add a row to your smartsheet?

/marc

David Rühle

https://community.smartsheet.com/discussion/74997/convert-pdf-into-smartsheet-form

Hi @Tjmarget ,

if this is still a requirement, please check out our Intelligent Document Processing add-on für Smartsheet to Extract Content from Files into Smartsheet. Happy to support!

David

https://www.smartsheet.com/marketplace/apps/document-text-converter