Display Form Output in Same Format as the Form rather than the Sheet

Daniel_HR1 · 03/21/22

Hi All,

I am trying to use Smartsheets for our reference checking process. I have a form set up with with sections, question labels and declarations, etc... See first attached image.

Reference Smartsheets.png

When I then print from the sheet the output loses all of the sections and questions labels. See second image below.

Reference Smartsheets 2.png

There is an important declaration the needs to be included in the output.

Smartsheets Merge is not an option as it will be too complicated for some in my org to use. Is there any other way I can easily get the output to mirror the actual form rather than just printing the row from the sheet as a PDF and losing all of the sections, question labels and declarations from the form?

Andrée Starå · 03/21/22

Hi @Daniel_HR1

I hope you're well and safe!

Here's a possible workaround or workarounds

Document Builder
Add so-called helper columns to have all the information included when printed

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 03/21/22

Hi @Daniel_HR1

I hope you're well and safe!

Here's a possible workaround or workarounds

Document Builder
Add so-called helper columns to have all the information included when printed

Would any of those options work/help?

I hope that helps!

Be safe and have a fantastic weekend!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

✅Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Daniel_HR1 · 03/21/22

https://community.smartsheet.com/discussion/comment/323317#Comment_323317

Hi Andrée

I wasn't aware of the document builder and document generations process. Last time I looked for something similar it was not available.

I have been able to complete using document builder. That is such amazing functionality!

Thanks for your help Andrée.

Andrée Starå · 03/21/22

@Daniel_HR1

Excellent!

You're more than welcome!

lcannataro · 06/03/22

Andre. Can you send me a link to help me build helper text columns?

I want the "helper" text to be automatically entered to a column when the text from the form generates into the grid. Like Daniel, I need share reference questions and answers with managers, but the print out does not print the help text I added in the form.

I tried using the Document Builder, but it will not work for what I need.

Display Form Output in Same Format as the Form rather than the Sheet

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