Output submitted form in form format?
Good morning! I'm new to Smartsheets and I work in the insurance industry. I am looking into Smartsheets to see if my team can use it to replace our current application format. Is there a way for Smartsheets to output a submitted form in the from format (the way it looks when a client fills it out on their end) instead of only in the spreadsheet format? Ideally, I would like to have access to both formats. Thank you!
Answers
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Hi @Emilie
I hope you're well and safe!
Here are two options.
- Print Row (can select not to include the hidden columns)
- Using the Document Builder feature and a PDF template that looks like the form.
Would that work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi Andree! That should work! Is there a way to create a PDF template off of a form and have it auto save in Smartsheets? Thank you!
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Happy to help!
You'd need to create the PDF in Adobe Acrobat or similar.
You can then add automation that creates a PDF and attaches it to the sheet for each form submission.
✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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