Generate Documents Work Around

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Hello,

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


Thanks,


Miles

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Answers

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

  • Sarah Donnelly
    Sarah Donnelly ✭✭✭✭✭
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    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 ✭✭✭✭✭✭
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    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.

    Dale