ROW DATA TO PDF

Fialko66 · 10/14/24

Hi.

Just checking if it is possible to create a PDF file from row data?

My manager isn't as keen on Smartsheet as myself and has asked if a row can be exported to a PDF / FORM type document so she can save a back up

I've played with the menu but other than sending an update request to myself which sort of works but not ideal and long winded i can't see a way to do this

Thank you

Barry

David Rühle · 10/14/24

Hi Barry, have you tried the document builder?

https://help.smartsheet.com/learning-track/smartsheet-advanced/document-builder

Fialko66 · 10/14/24

https://community.smartsheet.com/discussion/comment/458106#Comment_458106

Hi David

I did see that and tried but it doesn't seem to create a PDF and just keeps asking me to upload one

Barry

David Rühle · 10/14/24

https://community.smartsheet.com/discussion/comment/458108#Comment_458108

Hi Barry - yes, it is some setup mandatory to use it. You need at first a "fillable PDF", which contains fillable fields and the layout how the file should look like. In a second step you map the smartsheet data (column) to the fillable fields. This will be your template to use the document builder feature.

Fialko66 · 10/14/24

https://community.smartsheet.com/discussion/comment/458109#Comment_458109

Hi David

Thank you for your help, i will have a play with it

Barry

ROW DATA TO PDF

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