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Document Builder Mapping Transfer

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  • Linda Hoydic
    Linda Hoydic ✭✭✭✭

    I guess there is no update to the timeframe this will be released? This is an important upgrade and needed sooner, rather than later.

  • StevenBlackburnMBA
    StevenBlackburnMBA ✭✭✭✭✭

    I'd have to agree with @Linda Hoydic here -- we have had to do alot of remapping when we have multiple regions across sheets. As we scale, I could see this being a problem dependent upon the amount of times sheets will need to scale and expand.


    Idea: You could add a "Copy Mapping" feature that once click, can be applied to whichever sheet you choose. If the mappings don't exist in that sheet because columns are missing, an error with those columns missing or mappings that are unable to map could be an easier solution then the overall copy from identical sheet to sheet and could allow users more flexibility.

    Certifications:

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  • @Andrée Starå has there been any update to the roadmap for this item since you posted in February?

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Nicole P

    I hope you're well and safe!

    Unfortunately, I don't know, but I guess it will be released this year at least.

    I hope so because it would be a game-changer.

    I hope that helps!

    Be safe, and have a fantastic week!

    Best,

    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • JHarris
    JHarris ✭✭
    edited 09/29/23

    Exactly! I have 13 variations of the same fillable pdf form, same layout, same field. Would be great if I could map 1 document in smartsheets, save it as PDF 1, then duplicate it and change the form behind the mapping. As it is now, I think you have to manually map all 13 forms..... Add either a duplicate, or a save as function in the Forms Generation part of SmartSheets.

  • Has there been any updates to this. I know that it is constantly asked for, but when will this happen?

    My workflow can not be rolled out until it does.

  • I agree that this would be a helpful new feature. I didn't realize documents were not copied over when you copy a sheet/create a template.

  • CourtneyKlerkx
    edited 09/28/23

    I'm looking for a time frame for this update. I am struggling with re-mapping a fillable PDF with 100+ cells over and over. Thank you!

  • Joe Goetschel
    Joe Goetschel ✭✭✭✭✭✭

    @CourtneyKlerkx I hear you!! I spoke with some folks at Engage. They are working on it, but it's not even at a beta stage yet. 😭😭

    • Joe Goetschel
  • This is a blocker for a workflow we developed with Weekly Status update reports being automatically generated into a pdf Update, to be included in Project Toolkits Templates that will be provisioned through Control Center. Without a way to transfer/save a document mapping, this has to be re-created for every new project and now has to be including in training for all PMs, which is not ideal for rolling out to a large group of new Smartsheet users.

  • XR_Tech404
    XR_Tech404 ✭✭✭

    Happy Late Birthday to this request!



  • dlemire
    dlemire ✭✭

    When copying a sheet it should allow the ability to also copy the doc template/mapping along with it.

  • JJMarr
    JJMarr ✭✭

    New user building project plans for the company and using the Generate Documents function (love it!). Any updates on being able to copy over doc mapping from job to job? Thanks!

  • 3wing
    3wing ✭✭✭

    Bueller? How can this not be live yet? What is going on Smartsheet? Have you given up on basic functionality and multiplying your users' time?

  • Kayla
    Kayla ✭✭✭✭✭

    Need this SO much!! VOTE UP!