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Document Builder with Parent/ Child rows
Hello All I wish to use all the data in my Parent/Child rows in one document using Document Builder. Is it possible? My 'families' of rows vary in number. Because of the formatting requirements that are necessary in the final output, a smartsheet report to simply pull the information is not an option. Here is an example of…
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Date at Document Builder not show as setting
Dear All, when i use the document builder, the date set is DD-MM-YYYY, it shows me always MM-DD-YYYY, how i can change this issue? Thx in advance for any help.
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Document Builder: adding form attachments
Hi there - Is it possible to add the attachments a user uploaded to their form to the Document Builder? I don't see the option to map, so I assume no, but can't seem to confirm that it's not possible anywhere. Also if there is a work around that would be great! The form is a reimbursement form, and including at least a…
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Vlookup cell isn't multiplying with another cell.
Hi guys whenever I am trying to multiply my Vlookup cell with another cell it gives a Value error. I have linked web data to other sheets and have a vlookup for specific data in cell D6. In G6 I then want to multiply D6 by a value in F6 using =D6*F6, but a value error occurs. I have also tried copying and pasting the…
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I would like to set a date "Completed" based on a status of " Completed"
I have a status column and one of my choices you can pick is "Completed" . When you pick "Completed" I want to set the date in the next column to the date that "Complete" was selected and I don't want the date to change once it is set unless the status changes from "Complete"
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Error in Document Builder result
Hello I hope you are all well. With document builder I am getting wrong results. please see the attached result some help?
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File Names of Generated Documents
Would love to be able to have the file names for Generated Documents from the Document Builder be dynamic. If we could have it concatenate text from a field/column that would be ideal, similar to the {{column name}} function we have in automations. Right now it just names them all whatever the template is.
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Webinar Recording: Create Custom PDFs Faster with Document Builder
Missed the webinar? Watch the recording. Create custom documents with row data and advance your business processes faster using document builder, the newest product capability from Smartsheet. In this webinar, learn how to: Map columns in your sheet to the fields in a fillable PDF. Quickly generate custom invoices,…
