How can I have a completed form create a PDF and attach it to the Smartsheet row?

brodman · 07/01/22

I have a basic form that, after completion/submission, I'd love to have converted to a PDF and attached to the row of it's Sheet. I've tried everything and exhausted my search. Any help would be greatly appreciated. Thanks in advance.

Andrée Starå · 07/01/22

Hi @brodman

I hope you're well and safe!

You can use the newly released Generate Document Action in a Workflow together with the Document Builder feature.

https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation

Would that work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 07/01/22