Automating Document Generation and Print

STGprojects · 09/16/21

We would like to automate the following:

"When a row is added, generate a specific document, and print to a specific printer".

The idea is that the visitor to the office fills in a form with their details and then those details are printed on a label using a specific printer (using "Document Builder" and print functionality) so that they can wear the label as a name tag as they go through the office.

STGprojects · 06/27/22

https://community.smartsheet.com/discussion/comment/334246#Comment_334246

Thanks Andree, this is great news!

Andrée Starå · 09/16/21

Hi @STGprojects

I hope you're well and safe!

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

Please submit an Enhancement Request when you have a moment.

Here's a possible workaround or workarounds

Using a 3rd-party integration.

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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STGprojects · 09/16/21

Hi Andree

I have submitted a request.

Can you suggest a safe third party app? I have concerns about sharing data with too many providers and preferably would like to keep on one platform (Smartsheet).

Thanks

WernerDoubell · 10/07/21

I also desperately need to automate document creation. Is it possible with the API or not? What 3rd party app can be used to achieve this?

Andrée Starå · 10/07/21

@STGprojects

Happy to help!

How many prints do you expect daily?

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

Andrée Starå · 10/07/21

Hi @WernerDoubell

I hope you're well and safe!

Unfortunately, as far as I know, it's not possible with the API at the moment, but it's an excellent idea!

Please submit an Enhancement Request when you have a moment.

There are 3rd-party options, but I would need more information about your process to give a better recommendation.

Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)

I hope that helps!

Be safe and have a fantastic week!

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!

WernerDoubell · 10/08/21

Hi @Andrée Starå.

Thank you for your reply. The process is simple:

I have a single document mapping for a sheet.

New row - Generate document automatically and email as attachment to email address in a "Contact email" Column which contains the destination email address.

Thx for your help.

Werner

Andrée Starå · 01/09/22

Hi @WernerDoubell

I hope you're well and safe!

How did it go? Did you manage to get something set up?

I hope that helps!

Have a fantastic weekend & Happy New Year!

Best,

Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

Andrée Starå · 06/24/22

Hi @STGprojects @WernerDoubell

I hope you're well and safe!

It's here now! 🤩

https://community.smartsheet.com/discussion/92298/automated-document-generation-and-docusign-mapping-is-here

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, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

STGprojects · 06/27/22

https://community.smartsheet.com/discussion/comment/334246#Comment_334246

Thanks Andree, this is great news!

Andrée Starå · 06/27/22

@STGprojects

Happy to help!

Automating Document Generation and Print

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