Document Builder Showing colors for pass/fail

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jacquedale
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

Answers

  • Genevieve P.
    Genevieve P. Employee Admin
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    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.).

    Cheers,

    Genevieve

  • jacquedale
    jacquedale ✭✭✭✭✭
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    @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