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.
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
Would any of those options work/help?
I hope that helps!
Be safe and have a fantastic week!
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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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?
Yes, I'd be happy to.
Here you go.
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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
You'd only need to create the PDF template once, and then the information from Smartsheet would fill in automatically.
Would that work?
Do you have any suggestions on the easiest way to create a PDF form template?
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.
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?
I've been trying to do a simple check of whether or not the entry from the form has a returned value that is either yes or no and it checks 3 cell locations to see if any returned yes. The 3 columns are Dropdown lists for Yes/No and the Status is a Text/Number, is that the issues? If not how do i fix that?
I'm wondering if there is a way to lock rows 1-12 out of the sorting and filtering of a sheet. I might have take out that part of the from otherwise I dont like how the built in dashboard moves when a sort or filter is applied?
Hello, I apologize if this has already been answered, I did search before asking. I recently downloaded a template and it had the google slides displayed in presentation mode. I cannot figure out how to do this as when I embed, it's just the entire google page where you can edit and see the menu bar. How do I embed the…
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