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Dynamic View or Form/Sheet
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 notify the customer and then their is an approval and then it is complete. We have a weekly project call where we review these…
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Smartsheet Document Builder Mapping for checklist
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 on the selected dropdown.
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Different Contacts for Final Signer in Docusign
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 anyone know if it is possible to enter a 1st Signer (Contact Person) then have the field for the final signer be variable…
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Document Builder
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 Builder. Am I doing something wrong, or is SmartSheet having issues now?
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Document Builder Error Message
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?
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Can Smartsheet use a custom name for each document generated using document builder?
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-mail to suppliers?
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Add attachments to PDF from Document Generator
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 pictures separately and attach them. This slows up the process significantly. Either be able to attach the pictures directly or…
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Document builder - mapping problem
I am trying to make an automatization with Document Builder but I can not create new mapping. Why is that?
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Document Builder not mapping drop down fields
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 of the drop down fields. I created the PDF in PDF Acrobat and all the fields there were created as dropdowns so I'm not…
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Combine shifts (dates worked/clock in/clock out/ activity type for specified pay period & person)
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 combining the data. I need to collect all of the approved shifts for a specified pay period for each specified person, so each…
