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Select multiple records to fill in a document

Ian Cooper
Ian Cooper ✭✭✭✭

We use Smartsheet to record RFQs from our customers. We'd like to use the document creator, but we'd like to be able to select multiple records to to populate a single document.

11 votes

Idea Submitted · Last Updated


  • Richard Heath
    Richard Heath ✭✭✭✭✭✭

    Good idea. I've previously requested this feature @Ian Cooper via the old Request Form.

    We generate Payment Certificates that take data from various sheets, and run some calculations in the background to present on a Dashboard that is formatted to look like an A4 sheet of paper that can be PDF'd. It's a little fiddly.

    Ideally, we would use Document Builder to upload our Payment Certificate template and have Smartsheet run the calculations from the various sheets and deposit the values in the pre-determined fields. Given the recent update to Document Builder where Automation would allow a user to check a Check-box that then kicks into gear the Document Builder process, this would help immensely.