I think I may have a good use case for using Dynamic View, but need help. So I have a sheet that basically is managing the status and progression of a customer request that my staff completes and noti…
Please advise how to map the column in the document builder in Smartsheet where the column is a multi select drop-down. Where I have a pdf document that have a checklist and it will be checked based o…
Hi, I have set up a template in DocuSign and linked it to Smartsheet, however, I need to be able to set who is the signer internally as it will likely be a variable depending on the type of MNDA. Does…
Hello, everyone. This is a first-time poster here. I am using the Document Builder function. However, I keep getting a popup error message. So, the question is: I select a row and click on Document Bu…
As I try to generate a document for a particular row, I am getting this error message. Has anyone else experienced this issue? Any ideas and tricks as to why this is happening and how to fix it?
For example, can it pull Job number of the line it's generating the document for so that it's unique and custom and gives good visual confirmation you are attaching the correct document to outgoing e-…
We have operations teams performing tasks where they also take pictures via the mobile app. Our sheet then automatically creates a PDF to share with the client. However, we have to download the pictur…
Hi all, I have a new form that I've created in Smartsheet and have a workflow setup to create a PDF of the form every time someone completes a new form entry. The issue is my PDF is not mapping in any…
Hello Smartsheet Community, Has anyone successfully used Join/Collect to combine data from multiple columns? I have a sheet with the time submission/shifts worked by employees and another sheet for co…
