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Generate Document Error
I'm trying to map a new document so I can map it and generate new documents automatically. I've done this many times. Now when I go to the "Generate documents" page, it throws an Error message. This then asks me to if I want to "Contact Us", or "Dismiss" - neither of which gets me anywhere. Is anyone else having this issue…
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Generate Documents - Link Expiration
Hello! I'm new to using the Generate Documents feature in Smartsheet. I've created an automation that will send email notifications to users in a row, with the email containing an attachment link for them to download the generated PDF. Does anyone know how long the link in the automated communication is valid for? The test…
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Is there a way to mass-delete attachments that were generated with the document builder ?automation?
I previously created a document mapping automation that attached a personalized report to each row of data, but it now requires edits. Is there a way to delete the old auto-generated attachments in one go without deleting the other attachments? If not, I'll have around 2 thousand rows to delete attachments from 1 by 1, so…
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Enhance PDF Document Generator Automation in Smartsheet
Hi Smartsheet Community, I hope this message finds you well. I am writing to propose an enhancement to the PDF Document Generator automation in Smartsheet. Currently, the automation adjusts the font size to fit all the data within the text boxes, which results in the loss of the "scrolling long text" functionality, ignores…
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PDF Text Field Scroll Bar Not Working
Hi, I converted a word document into a fillable PDF. I set up all the text fields in the PDF so that Scroll Long Text and Multi Line are checked in the properties options. When I type a long paragraph in the PDF where the text overflows the text field box, the scroll bars work as they should, and I can see all the text in…
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Attachment at the end of generated documents
For my application, we would need to have the option to add the line's attachments at the end of the generated document. I use Smartsheet for my RFI: I use a form to collect the questions and other data and I then automatically print the answer with the "generate document" tool when the question is answered. It works well,…
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Document Builder: Generate PowerPoint Slide
It would be nice if the Document Builder feature included a PowerPoint slide option. For example, I often have to prepare a slide deck for new projects. The information for the slides is contained entirely within a Smartsheet grid. If it were possible to generate a slide in the same way as a PDF, I could eliminate the need…
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Isolate User Entered Value in Multi select list
I have a multi-select list that looks like the below. My goal is to map form results to a PDF and I've used helper columns to turn the responses into checkboxes [formula for those: =HAS([Indicate the type of referral source]@row, "Yes, parent")]. However….I do not have the multi-select limited to my answers so that staff…
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How have you creatively implemented reporting via Generate Documents? Timelines? Project Status?
Hi! I am building a program management tool with multiple projects with their own WBS. I want to create a few different PDFs which can be automated send to key leaders in the project weekly to highlight any major changes, and visually display a timeline (since timelines can't be embedded into Smartsheet dashboards … yet!).…
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DocuSign Integration/Generate Document Mapping Error
Hi all, I have been added into a Dynamic View Survey where I have to "Generate Documents" via Docusign. I go through the entire process successfully up until I select the DocuSign Template I want to use. These are the steps I take below: I go into Smartsheet > click on the survey sheet in question >click on the third row >…