Is there a possibility of generating PDF of the completed FORMS?

Manish Athreya · 01/17/23

Hi Everyone,

I have been working on Smartsheet from few weeks and I believe it makes project management very easy. Have been understanding the optimum use of Smartsheet and implying that in our organisation. So I have a question regarding FORMS.

I have created sheets that are connected through automation and use the same FORM, the automation and FORMS are working fine but can we get the PDF generated after each FORM is submitted?

I understand that we can get the completed FORMS emailed to our designated ids but can we get the PDF format of the completed FORMS emailed?

We are on Business Plan so does it require any WorkAPP integration?

Thanks & Regards

Manish

Andrée Starå · 01/18/23

Hi @Manish Athreya

I hope you're well and safe!

You could use the Document Builder feature to replicate the form and create it automatically after each submission with a Workflow and Alert.

Would that work/help?

I hope that helps!

Have a fantastic week & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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Andrée Starå · 01/18/23