If I do a copy of a sheet that contains a mapping, I want that copy to have the same mapping without me having to reload the editable pdf and redo the mapping of the columns.
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Need this SO much!! VOTE UP!
Are there any updates on this process improvement? It's crazy this has not been implemented.
This is on my top 3 Wish list!!
We use Document Builder to generate a printable work order based on a fillable PDF. I have found this document mapping breaks when duplicating a sheet, as we would be doing per job. I set up the mapping on the template sheet, but it doesn't copy to the duplicated sheet. This is a major set back for what I am trying to set up.
@Joe Goetschel Wow, 900 projects, that's a lot! By using the API, you can create a structure where the documents are created in a database and then returned to the specific project, all within Smartsheet API. :)
@Guilherme Jaquer Your not wrong! This was before I was a Smartsheet Partner.
I think that would have been a heavy lift for this specific use case.
Think 900+ open projects at any given time and then multiply it by an Avg of 30-60 needs to Generate a document and then add 6 flavors of the document.
At the end of the day, that's A LOT of documents!
If Doc Builder could just stay with the sheet once mapped (Save as new) then this would be a HUGE!!
I know @Bburns437 would be SO Happy!!!
Any update on when this feature might be available?
Apparently this has been on Smartsheet's "roadmap" since 2022 (maybe prior, but cannot confirm!).. based on most recent comments this still hasn't been implemented :(
Hopefully these additional comments mean greater visibility - @Smartsheet please provide an update to this topic !
@Andrée Staråany update on the so called improved document mapping release date?
any update on the so called improved document mapping
date?
Document Generation is lost when saving a workspace as new and needs to be re-uploaded and mapped.
Yes please! We have so many projects and not always is the PMO department a part of them. Plus it's too much manual work for out PM's to be adding the mapping again once the project is provisioned in control center.
I am running into the same issues with wasting time re-creating mappings for our projects enterprise-wide. Is there an updated timeline as to when we can expect the functionality?
I am slightly disheartened to see that this feature has been requested for more than two years and has still not been implemented. Is there any update as to when this update can be expected?
Yes! Please bring this. I ran into this issue not to long ago and had to start all over and that was recreating a lot from scratch including the PDF.
I had Technical Support Case #09045069 in relation to this issue. I was told to get the API documents corrected, I needed to post to here. Update API Documentation Some (all?) of the API calls related to Alternate Email Addresses require both an Enterprise Account and to be manually activated by Smartsheet Support. The API…
The "browse" button was recently changed to go through a recent workspaces menu and requiring a second click on "browse all" before actually bringing up the browse menu sidebar. This change is unintuitive as there is a "recents" button right below the browse button and for anyone who regularly uses more than 6 workspaces…
Claude Connector for resource management would be incredibly impactful! In my org, we struggle with consistent time tracking and do a lot of manual data analysis based on resource management exports. Claude would reduce the manual labor on both ends and improve our resource management processes significantly
