-
Possible to automate emails to send select attachments?
Is it possible to have certain attachments be sent via email and not other attachments? For example: A PDF is generated after an invoice is submitted. We want this PDF to be sent, which is how we currently have it set up. However, the workflow is set to send when an attachment is added, so the person is notified each time…
-
Workflow - Generate Document - New Row Added from a Form
My workflow is as follows: When a new row is added (via form submission) and the "Type" field is a specific selection, e.g. "Business Operations", generate the document "SSV_Business Operations". See screenshot. However, the form is not being generated. What am I missing??
-
Document Mapping Issue
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?
-
Multiple Problems on Same Sheet
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…
-
big ideas for document generator
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,…
-
Document Generation/Mapping included in templates
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…
-
Ability to add Comments in Document Builder
I need to be able to add the Entire thread/conversation of Comments to my Fillable PDF through the Document Builder please.
-
Automating BRD Creation in Smartsheet
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…
-
Docusign Document Generation
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…
-
Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
