Document generations

Andy Bonin · 04/20/21

We are using Smartsheet forms as most people are to systematically gather data from multiple team members. I have automations notifying team members of updates and new records coming in.

I recently set up some mappings from a Smartsheet to a pdf with fields to automate the output of pdf forms.

I need a way to automatically generate the pdf document on a record and send it out to a receipient.

My question is this:

Has anyone found a way to setup a "trigger" to automatically create and send out the generated pdf document from a record? I am not seeing anything in the default triggers to do this.

Andrée Starå · 04/20/21

Hi @Andy Bonin

I hope you're well and safe!

Unfortunately, it's not possible now, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

Generate the documents for multiple rows manually and have a workflow triggered by the added pdf, and then that would send out the alert with the generated pdf.

Make sense?

Would that work/help?

I hope that helps!

Be safe and have a fantastic week!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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