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Emojis or RYG in Document Builder?
Has anyone figured out a way to add emojis or RYG indicators to a pdf in Doc Builder? I'm trying to print my RYG to a pdf. The standard Symbols column just prints the words "Yellow", etc. When I add an emoji to the cell in a text column, it doesn't print the emoji on the pdf.
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Intake form/Sheets to Document Builder - Font issues
Hello! I created an intake form that captures data onto a sheet. One of the automations I built out is to create a PDF. However, upon creating - I am having issues with the font size that is being populated. The fillable pdf itself has conditional formatting on font size. The smartsheets sheet itself has a formatted font…
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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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Generate Document Automation, select 1 of 3 contracts
Hello, one of my workflows includes an automation to generate a contract. It started as 1 type of contract and worked great. I have a check box to "generate contract" and when that is checked, the automation is triggered. Then we created different forms of the contract: we have 1 for veterans, 1 for people that pay in full…
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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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How can I summarize 26 sheets and then generate a document
This is a complex one that has been rattling around my brain for a while now. We have 26 sheets, each has a form tied to it that allows folks to enter information based on review/compliance questions. Example: AB 1.1.1 Did you observe them following rules? - If yes they receive a % score if No they receive a 0 and in the…
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is-there-a-way-to-generate-a-single-document
We're are working on generating a single document from multiple rows on smartsheet. We found this posted some time ago (https://community.smartsheet.com/discussion/92216/is-there-a-way-to-generate-a-single-document-from-) and we were wondering if it was resolved or if there any other options rather than transfer the…
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is there a way for non licensend users to generate documents?
We work with the option generate documents to issue product specs (preliminary and final). As long as the information is being completed on smartsheet, it will be very helpful if non licensed users could generate the pdf document (no need for mapping, it is already done). Is there a way for non licensed users to get the…
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Stacking a column with users to utilize Document Builder to create multiple signatures
I have a column that contains the email of different Smartsheet users account I used this column to build out an automation so that when the status of a project changes, a document builder will be sent out to them so they can sign on the project. My question is, if I want to include multiple signatures on the document…
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Can I Generate PDF to accommodate text of various length?
1.) I have a sheet which generate a document for each row in a Smartsheet. The document needs to accommodate cells with varying amounts of text - from a few words to multiple paragraphs. The fields should expand/contract based on the text length. Are there any workarounds to make this possible? 2.) Is mapping of Smartsheet…
