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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…
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Document generation not working for all rows
Hi, I'm attempting to generate a document based on the agreement trigger checkbox column (which is checked when there is a date in the event approval date). The issue I'm encountering is that for some rows, the document is generated and attached, but for others, it is not attached. Can someone help me to solve this?
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Create static Document Builder mapping for project implementation
Our company recently created a cybersecurity threat assessment as a required template for our PMO to ensure that all projects have the proper security and oversight. After working with stakeholders to fill out the sheet, PMs are marking a checkbox on the sheet that ultimately triggers the Document Generator automation to…
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Document Generation Workflow to Row Contacts
It would be incredibly helpful if I could simply create a workflow to automatically send a generated document to that row's recipient without including the link to the source sheet or requesting an approval or signature.
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Is it possible to include a formula in a hidden field in a form?
The reason for asking is we are creating a smartsheet with form for training candidates to register their names, which will then create a certificate using document generator. In order to get the certificate PDFs to have a unique file name I have added a column called file name with the formula ="COSHH Training Certificate…
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Document Generator
How do you map the column in the document builder in Smartsheet where the column is a multi select drop-down. I have a pdf document that has a checklist with two options (Satisfactory and Needs Attention) and it will be checked based on the selected dropdown. I am hoping there is a way around having to create a separate…
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Multiple triggers and entries for the same item, possible?
Hi, I have a team that wants a solution that I can't figure out. Any help would be greatly appreciated (even if its a round about way to a solution). Trade submits inspection via form - generates a document/report, and This triggers a notification to Contractor 1 and Contractor 2, so that they complete their independent…
