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Merged: Copy over Document Mappings
This discussion has been merged.
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Autogenerate Documents - One or more blocks in this workflow is invalid
I am trying to use the new autogenerate documents automation https://help.smartsheet.com/articles/2482492-build-workflow-automate-document-generation?ict_source=smartsheet&ict_medium=bulletin&ict_campaign=blt1229a When I test the workflow I get an email: One or more blocks in this workflow is invalid. Please edit the…
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Approval Flow Log
Is there anyway I can get an approval record for my approval flow? I have an approval flow with 5 steps, each triggered to start after the previous one changes from "submitted" to "approved", each time a time is recorded. At the end I would like to have something like the DocuSign summary, or Certificate of Completion... a…
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Document Builder - Ability to Provision
Can you please add the ability to copy a mapped document in document builder. This would be very helpful to be able to provision new projects in Control Center without having to re-map the document each time.
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Control Center & Document Builder
Hi, I have created a new document mapping in my control center. I can see that when a sheet is copied, the mapping does not follow. Can you please confirm that I need to re-map every time I provision a new project? Thank you!
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DocuSign URL Column
From my post Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info.
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ARABIC DATA SUPPORT FOR PDF BUILDER
Hi, The PDF document builder does not support to send/present data with Arabic langugae . This is very frusturated to Middle East/Arabic users . Please consider to support Arabic language when export Arabic data through PDF doc builder , Thanks
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Document mapping moving over when copied
Hello, Is it possible to have a document mapping also copy over when copying a sheet/folder? I have a workflow in the original folder that runs when a criteria is met to use a document mapping, but when creating a new folder by copying the original the workflow does not run due to the mapping not moving over as well. Thank…
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Document Builder to Fillable PDF - symbol fields
Hi everyone I have my fillable PDF which I created in Adobe Acrobat Pro I have mapped my smartsheet using the document builder and it all works brilliantly (yippee)......... ......but I have used symbols in the Smartsheet to represen the RAG status (Red, Amber (or Yellow in smartsheet terms), Green). Sadly these come…
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Docusign URL Column
Utilizing the Docusign integration. Much like how there's an automated Status column for the delivery of the documents, is there a way to automatically pull in the URL of the DocuSign .pdf? Trying some Zapier automation that would benefit from that info. Example column: Thanks!
