Generate Documents Work Around

Miles Allison

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

markkrebs

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

markkrebs

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

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

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