Form results to email alert

Tim King

Hi, is it possible to convert the results of a form to a pdf document for emailing? Currently when the form is submitted, an Alert action sends an email of the results to our helpdesk program but there is no formatting and it is hard to read.

Thanks

Andrée Starå

Hi @Tim King

I hope you're well and safe!

Unfortunately, it's not possible now to automate it in Smartsheet, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

• Workflow with an alert combined with the placeholder feature to make it look nicer
• Document Builder to create and send a PDF manually

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Tim King

The workarounds look interesting but I'm not familiar with placeholders or document builder. Can you provide any resources where I can read up on them?

Andrée Starå

@Tim King

Yes, I'd be happy to.

Here you go.

More info: 

Dynamically Add Cell Data in the Subject and Body of Request Messages | Smartsheet Learning Center

https://help.smartsheet.com/articles/2477796-dynamically-add-cell-data-in-the-subject-and-body-of-request-messages

Make each alert or request more readily identifiable in the subject line of the notification with message placeholders.

Document Builder | Smartsheet Learning Center

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

Create, sign, and track customized documents with document builder.

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Tim King

The Document Builder looks promising, but I don't see how it will save time when I have to create another fillable pdf form which is not that easy

Andrée Starå

@Tim King

You'd only need to create the PDF template once, and then the information from Smartsheet would fill in automatically.

Make sense?

Would that work?

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Tim King

Do you have any suggestions on the easiest way to create a PDF form template?

Andrée Starå

@Tim King

I usually do it with Adobe Acrobat or PDF Pen.

I'd recommend starting with a Word/Excel file and then convert it and make it a PDF form template.

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Tim King

Hi, I was able to create a pdf fillable form and performed the mapping. How do I automate the emailing of that mapped form when a new record is added?