Document Builder & Templates
Hi Everyone.
I have learnt alot from the smartsheet community and really appreciate the hard work everyone puts in providing answers.
I am having a problem where I map all the fields to a pdf in document builder and it works fine but when I copy the sheet set (it is a template set for construction projects) the mapped PDF disappears and I have to map it all over again. This is very time consuming as the document pulls alot of fields from my sheet.
Has anyone had this problem and is there a solution?
Thank you
Chris
Best Answer
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I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now to copy/save as new and retain the mapping, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
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 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
Answers
-
I hope you're well and safe!
Unfortunately, as far as I know, it's not possible now to copy/save as new and retain the mapping, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
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 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!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
-
Thank you Andree,
I will submit an enhancement request.
Much appreciated.
-
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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