Document Builder in reverse

Amy Bedard

Hi-

I'm trying to see if there is a way to connect a document BACK to a Smartsheet cell. For example, if I have an editable .pdf of a fishbone diagram, I know how to map from Smartsheet to the document using document builder. What I would like to do is for a team to pull up the fishbone document (in editable pdf, Word, PowerPoint or something) that is easier for the team to see the structure, input in that view and the text to be mapped BACK to Smartsheet. See diagram under "Man" where is is blank (editable in this .pdf). If the facilitator pulls this up in a meeting and types in something like "Lack of Training" on the first line that it feeds back to an assigned cell in Smartsheet. Is this possible? My company has an Enterprise account so there might be another function that might help.

Thank you.

Amy

Andrée Starå

Hi @Amy Bedard

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

• Use a 3rd-party form or document integration.

Is that an option?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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