Do Document Builder Templates Get Provisioned in Control Center

Douglas Jerum · 11/14/20

Hi, has anyone tested if you have a document template mapped into Document Builder on a sheet template in your blueprint, when you provision a project does the document template get provisioned in the new project (life a form does)? And if so, are the mappings in tact? (I would think so).

Thanks!

Chris Mondeau · 11/18/20

Hi @Douglas Jerum,

I haven't been successful in my tests; while we can create the mapping in the template, SCC doesn't appear to carry over the setup. One thing I've preemptively done was to add the fillable pdf as a sheet based attachment in the template, that way at least the file is there and ready to be mapped when needed.

@Brian Besand - Smartsheet or @Stephanie Boulanger, do you have any insight on this?

Chris Mondeau · 11/18/20

Hi @Douglas Jerum,

I haven't been successful in my tests; while we can create the mapping in the template, SCC doesn't appear to carry over the setup. One thing I've preemptively done was to add the fillable pdf as a sheet based attachment in the template, that way at least the file is there and ready to be mapped when needed.

@Brian Besand - Smartsheet or @Stephanie Boulanger, do you have any insight on this?

MCorbin · 09/27/21

If you haven't already, please submit this as an enhancement request. I'm about to submit one too. I need the same thing :-)

https://app.smartsheet.com/b/form?EQBCT=739aa75f30ca43a8a22eb53e4da7d409&_ga=2.37989219.1109569095.1515413508-505700647.1490279283

Do Document Builder Templates Get Provisioned in Control Center

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