Document builder not loading in Sheet Summary Report

viknutson

I am testing a new process where individual sheets have a sheet summary. The sheets will then roll up to a sheet summary report where I'd like to use document builder to generate PDF documents with each row's information. When I go to right click on the rows in the sheet summary report and select document builder, I get prompted to "sign in with smartsheet". When I click on that, it just keeps reloading the same page and document builder never loads. I've tested the same function on a row report and document builder loads just fine. Is there a reason document builder works in the row report and not the sheet summary report?

Andrée Starå

Hi @viknutson

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible now to use Document Builder with a Sheet Summary Report, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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