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.
Our program has upwards of 50 active projects at a single time. To assist with team resourcing, we would like to view all our projects in a single Gantt chart where each project and all its phases are condensed into one row, and project phases are horizontally stacked on the same line (swimlane), rather than children in…
It would be extremely helpful if there was a way to have data pull into a form from another Smartsheet source based on selections made within the form. Example: On the form there is a dropdown to select a client property number. The property Name, Address, and any additional property information are then pulled into the…
There is currently a Hubspot integration readily available to connect data into Smartsheet.com We have received an increased need to be able to also connect Hubspot data into smartsheet.eu Is this on the roadmap? If not this would be a great enhancements for many customers.
