Document generations

04/20/21

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.

Popular Tags:

Comments

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    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 PARTNER & CONSULTANT / EXPERT

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

    W: www.workbold.com | E: [email protected] | P: +46 (0) - 72 - 510 99 35

    Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.

Sign In or Register to comment.