Document generations
We are using Smartsheet forms as most people are to systematically gather data from multiple team members. I have automations notifying team members of updates and new records coming in.
I recently set up some mappings from a Smartsheet to a pdf with fields to automate the output of pdf forms.
I need a way to automatically generate the pdf document on a record and send it out to a receipient.
My question is this:
Has anyone found a way to setup a "trigger" to automatically create and send out the generated pdf document from a record? I am not seeing anything in the default triggers to do this.
Comments
-
Hi @Andy Bonin
I hope you're well and safe!
Unfortunately, it's not possible now, but it's an excellent idea!
Please submit an Enhancement Request when you have a moment.
Here's a possible workaround or workarounds
- Generate the documents for multiple rows manually and have a workflow triggered by the added pdf, and then that would send out the alert with the generated pdf.
Make sense?
Would that work/help?
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!
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.
Help Article Resources
Categories
- All Categories
- 14 Welcome to the Community
- Smartsheet Customer Resources
- 63.7K Get Help
- 406 Global Discussions
- 218 Industry Talk
- 456 Announcements
- 4.7K Ideas & Feature Requests
- 141 Brandfolder
- 136 Just for fun
- 57 Community Job Board
- 459 Show & Tell
- 31 Member Spotlight
- 1 SmartStories
- 297 Events
- 37 Webinars
- 7.3K Forum Archives
Check out the Formula Handbook template!