Document Builder

Discussion List

  • Generate Documents formatting
    In Using Smartsheet
    Can anyone tell me why the formatting of some fields aren't following through to my documents when I use Generate Documents / Document Builder? I've even tried copying and pasting the fields that do work and that still doesn't do it. I've…
    Answered - Pending Review
    107 2
    Answered - Pending Review 107 views 2 comments Most recent by Kirstine Using Smartsheet
  • Document Builder & Templates
    In Formulas and Functions
    Hi Everyone. I have learnt alot from the smartsheet community and really appreciate the hard work everyone puts in providing answers. I am having a problem where I map all the fields to a pdf in document builder and it works fine but when …
    Accepted
    59 3
    Accepted Answer 59 views 3 comments Most recent by Andrée Starå Formulas and Functions
  • Document Builder not mapping into form fields
    In Using Smartsheet
    Hi folks, Just before Christmas I started playing with the Document Builder to generate our supervisors' monthly reports and it was working a treat, but I've just come back and tried to generate a report and some fields are coming up empty…
    Answered - Pending Review
    134 4
    Answered - Pending Review 134 views 4 comments Most recent by Genevieve P. Using Smartsheet
  • Automatically Generate documents
    In Using Smartsheet
    Is there a way to automatically generate a PDF when a row is added to a sheet?
    Accepted
    383 2
    Accepted Answer 383 views 2 comments Most recent by Angelika Ch Using Smartsheet
  • Document Builder with Parent/ Child rows
    In Using Smartsheet
    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 sma…
    Accepted
    78 3
    Accepted Answer 78 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Date at Document Builder not show as setting
    In Using Smartsheet
    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.
    Answered - Pending Review
    56 3
    Answered - Pending Review 56 views 3 comments Most recent by Bassam Khalil Using Smartsheet
  • Document Builder: adding form attachments
    In Using Smartsheet
    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 aroun…
    Accepted
    67 3
    Accepted Answer 67 views 3 comments Most recent by Andrée Starå Using Smartsheet
  • Vlookup cell isn't multiplying with another cell.
    In Formulas and Functions
    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 us…
    Accepted
    100 3
    Accepted Answer 100 views 3 comments Most recent by Paul Newcome Formulas and Functions
  • Document Builder - Multiple Rows
    In Using Smartsheet
    I have a form that allows my customer to upload RFQ's for up to 25 items at a time. I then use the data uploader to extract the items and add them to my sheet. I was really excited about using the Document Builder functionality in Smartsh…
    Answered - Pending Review
    304 1
    Answered - Pending Review 304 views 1 comment Most recent by Bassam Khalil Using Smartsheet
  • I would like to set a date "Completed" based on a status of " Completed"
    In Formulas and Functions
    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…
    Accepted
    36 10
    Accepted Answer 36 views 10 comments Most recent by Andrée Starå Formulas and Functions