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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…
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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,…
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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…
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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.
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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…
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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…
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Radio Button Mapping and Syncing to Docusign Document Builder
Add radio button mapping and syncing to the Docusign integration.
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Document Builder Logic
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…
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Smartsheet for Google Docs is no longer working
This error started to appear. I've already installed and uninstalled it and it doesn't help, it's still the same thing. There was also an error on another account I have, but in this case it was related to token authorization. Is anyone having problems with this extension too? It is very important to us!
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Generating a Quotation based on Sheet information
Hi Thanks for taking the time to read this query. I want to use the "Generate Documents" function in order to create a quote based on information that populates my sheet using "Forms". Fortunately, I have about only 10 items they can choose from. But, how do I create the mappings for only the items they select and not…
