Generate Documents Work Around


Does anyone know of a way to automate Document Generation when a row is added? This would be really helpful for forms.



Best Answer


  • markkrebs
    markkrebs ✭✭✭✭✭✭
    Answer ✓

    Can't think of a way to do this but it would be a good automation enhancement.

  • Sarah Donnelly
    Sarah Donnelly ✭✭✭✭✭

    I agree automating document generation based on a row being added would be a great time saving feature for groups that deal with larger volumes of requests, orders, etc. I've added my voice in support by submitting an Enhancement Request.

  • Dale Murphy
    Dale Murphy ✭✭✭✭✭✭

    Agree ... there is a need to

    1. trigger the generation of a document automatically as part of a workflow;
    2. include a mechanism to designate where a downloaded file lands (i.e. a path)
    3. ensure format of cells (i.e., date) from SmartSheet columns is maintained.