Generate Cover Sheet Summary Page off of Data?
We have a spreadsheet listing all of our jobs and I was wondering if anyone knows if we can highlight one of the jobs by selecting it and generating a cover page summary report of just that one job?
Any advice would be greatly appreciated!
Thanks,
Crystal
Answers
-
Hi @Crystal Evans ,
Have you considered using the Document Builder? https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder
Basically, you load a fillable PDF of the cover sheet you want. Then you click the three dots to the left of the row you want to pull, and click "Generate Document." You can either download the document or attach the generated document to the row.
Hope this helps!
Best,
Heather
Categories
- All Categories
- 14 Welcome to the Community
- Customer Resources
- 65.3K Get Help
- 446 Global Discussions
- 144 Industry Talk
- 477 Announcements
- 5K Ideas & Feature Requests
- 85 Brandfolder
- 151 Just for fun
- 72 Community Job Board
- 489 Show & Tell
- 33 Member Spotlight
- 2 SmartStories
- 302 Events
- 36 Webinars
- 7.3K Forum Archives