Automating Document Generation and Print

09/16/21
Answered - Pending Review

We would like to automate the following:

"When a row is added, generate a specific document, and print to a specific printer".

The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document Builder" and print functionality) so that they can wear the label as a name tag as they go through the office.

Answers

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @STGprojects

    I hope you're well and safe!

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

    Please submit an Enhancement Request when you have a moment.

    Here's a possible workaround or workarounds

    • Using a 3rd-party integration.

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • Hi Andree

    I have submitted a request.

    Can you suggest a safe third party app? I have concerns about sharing data with too many providers and preferably would like to keep on one platform (Smartsheet).


    Thanks

  • WernerDoubellWernerDoubell ✭✭✭✭✭

    I also desperately need to automate document creation. Is it possible with the API or not? What 3rd party app can be used to achieve this?

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    @STGprojects

    Happy to help!

    How many prints do you expect daily?

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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.

  • Andrée StaråAndrée Starå ✭✭✭✭✭

    Hi @WernerDoubell

    I hope you're well and safe!

    Unfortunately, as far as I know, it's not possible with the API at the moment, but it's an excellent idea!

    Please submit an Enhancement Request when you have a moment.

    There are 3rd-party options, but I would need more information about your process to give a better recommendation.

    Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, [email protected])

    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 support the Community by marking it Insightful/Vote Up or/and as the accepted answer. 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.

  • WernerDoubellWernerDoubell ✭✭✭✭✭

    Hi @Andrée Starå.

    Thank you for your reply. The process is simple:

    I have a single document mapping for a sheet.

    New row - Generate document automatically and email as attachment to email address in a "Contact email" Column which contains the destination email address.

    Thx for your help.

    Werner

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