Document Builder Showing colors for pass/fail

jacquedale ✭✭✭✭✭
edited 01/11/23 in Smartsheet Basics

I have finally "mastered" using document builder, or so I thought. Until a PM asked me to institute a "pass/fail" indicator. No idea if this is possible or if it is possible to maybe automate to use a "red/fail" or green/pass" document (meaning have 2 separate docs setup).

Just not sure the path forward, if there is one. See attachment for current reporting look, they are wanting something similar.

Jacque Smith

Project Controls, MSR-FSR


  • Genevieve P.
    Genevieve P. Employee Admin

    Hi @jacquedale

    What I would do in this instance is have 4 different fillable PDF templates available - each with different colouring (all 3 green, 1 green 2 red, etc).

    Set these up in Document Builder with specific names.

    Then you can use a workflow to map to a specific Document based on Conditions in that row (such as if all 3 say "Pass", map to the document that's all green. If all 4 say "Fail", map to the document that's all red, etc.).



  • jacquedale
    jacquedale ✭✭✭✭✭

    @Genevieve P. Thank you, that is what I was thinking I was going to need to do...but was hoping there was an easier way 😁

    Jacque Smith

    Project Controls, MSR-FSR