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.
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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.
It would be very much interesting to have an automation that would generate a PDF, collecting all rows that would met a certain criteria.
For example a list of articles that would met the same order nr. So, the user would have to enter one order nr and include below several articles. Like if you filter a column
Seria genial, el poder generar documentos de forma automática referenciándolo a información de 2 o más filas.😀
Feel like this has been brought up before, but it would be a massive time saver and incredibly useful tool to have the Generate Document feature capable of creating ONE PDF from multiple rows of data. We deal with invoicing of users who are paid out based on completing certain activities so we need a list of activities completed with the payout. As it is now, Smartsheet would create say 10 PDFs if this person had say 10 activities. It would be truly EPIC if you could have multiple rows build just one document.
would be very helpful to generate clean reports of punch items and action items
I need it :)
https://community.smartsheet.com/discussion/comment/474454#Comment_474454
Please can we get this soon! I've been searching for workarounds for hours and all I keep finding are threads talking about the need for this feature for years with no solution.
As one of the system admins, it is absurd to me that I cannot view or have access to all of the items created in my organization. We have over 11,000 reports, sheets, and dashboards and I can't see them. I have no visibility to if people are using our plan for their own personal use, or what kind of work is going on unless…
I noticed this the other day and tested Ctrl + M – it does not work. I submit ticket to Smartsheet support – they told me that’s expected behavior because it’s not currently available even though it still shows as keyboard shortcut in the menu🙄 and told me to submit new product idea. Please add this keyboard shortcut to…
Currently, when using Automation to send Update Requests, there is no way to enforce mandatory (required) fields for users completing the request. This creates data quality issues, as users can submit incomplete updates, even when certain fields are critical. Proposed Enhancement Add the ability to mark specific fields as…
