Formatting when exporting to pdf

Improve Consulting · 04/29/19

Hi,

Is it possible to create a pdf report based on one form entry? I know I can send an email confirming what has been entered on a form, however I would like to make this a pdf attachment rather than the body of the email.

Lauren

Andrée Starå · 04/29/19

Hi Lauren,

Yes, it is! There are a few different options.

Row Menu > Print > Save as PDF
Smartsheet Merge / Google Doc integration and save/send as PDF
Third-party service like Zapier > print/save as PDF

Would any of those options work?

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant @ Get Done Consulting

Improve Consulting · 05/31/19

Thanks for your response. I see what you mean.

Andrée Starå · 06/01/19

Excellent!

Happy to help!

Best,

Andrée

sara.hamam93501 · 05/17/20

Hi,

Row Menu > Print > Save as PDF

Can i also auto-save the row to PDF and save it as a n attachment on the same row?

Andrée Starå · 05/17/20

@sara.hamam93501

Hi Sara,

Unfortunately, at the moment, it's not possible to auto-save to PDF. Great idea!

Please submit an Enhancement Request when you have a moment

As a workaround, I'd recommend using the Google Doc integration to save a PDF or Google Doc to each row in one go.

Would that work/help?

sara.hamam93501 · 05/27/20

Hi Andree, thank you. I submitted my request as an enhancement. Also, for the note, i tried to use Google Doc, but looks like it has to be with a paid license or so, as i used my own gmail personal account but didn't premit me to use it. Is there any workaround?

Andrée Starå · 05/27/20

@sara.hamam93501

Happy to help!

Can you share a screenshot of the message you're getting?. I wasn't aware of any limitations.

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Formatting when exporting to pdf

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