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.
I have a workflow with nearly 40 automations, half of which are email-based requests for updates with various sets of triggers. While I know the automations work, due to months of testing, when our system went live to the institution, I became very worried that the automations wouldn't run and I'd have no idea whether or…
Our consistent experience is that Smartsheet objects can take anywhere from 5-20 seconds to load. This feels extremely slow when you're actively facilitating a call and working between sheets, waiting for it to load. Other solutions in the industry have extremely fast, sub-5-second load times. I would request the product…
Description: When users upload multiple photos in one action via the Smartsheet iOS mobile app, all files are assigned the same generic name and timestamp. This makes it difficult to identify individual photos and creates confusion in workflows that rely on accurate, unique file naming. Why This Matters: Industry Standard:…
