Hi I have booking data for three different courses in one smartsheet. I have created the document mapping to create three different course certificates however when I run the automation to create the certificates it is creating all three certificates and not just the one I want. Does anyone have a solution?
I'm having multiple issues right now with this sheet I am trying to create for an inventory. 1: I created automations to generate documents, two different automations based on the Name of the item added. This worked but was creating multiple documents on the same row at the same time, and thus triggering an alert to a…
I am attempting to generate a document with one area using multi lines of text I put into a cell through using ALT+ENTER. However when I generate the document for these fields they do not generate vertically as mutli lines and keep scrolling as run on text. I have it set in these form fields in Adobe as Multi-Line and…
My team has 10-20 projects running at any given time in varying scale both in size and end user comfort with Smartsheet. We are (hopefully) transitioning our documentation processes away from clunky word docs into the more automated Google Docs direct from our project register as work requests come through. My first hope,…
If I save a sheet that I've created a document mapping for as a template, that document mapping t should be a part of a template. It does not make sense that a document mapping saved in a template would not be used in the template. A document mapping that is saved within a template should be maintained when the template is…
I need to be able to add the Entire thread/conversation of Comments to my Fillable PDF through the Document Builder please.
Currently managing projects in smartsheet is really straightforward, automated and everything you would expect. One thing i believe we're missing is the ability to create the likes of BRD documents within the platform. We do have forms, however this doesnt line up to the likes of a BRD that may want to take multiple…
I set up a docusign document generation to have a tracking column and to sync with columns in my sheet when the fields were edited. We just completed an experimental round and the tracking column updated to Sent, but did not update to Completed and the edited field did not change in the spreadsheet. What do I need to do to…
Add radio button mapping and syncing to the Docusign integration.
Is there a way to follow the logic from the Smartsheet to populate in the PDF in document builder? For example, we have employees answer multiple questions, which at the end will give them a yes for this form or a no. The answers to their questions are then put on the document and emailed to them. Is there a way for the…
