Fillable PDF
Has anyone tried to use the submit button on a fillable PDF form to send data into smartsheet? Doens't seem to difficult but could use some guidance.
Comments
-
Alison EmployeeHello Scott,
Thanks for reaching out! Have you checked out ourDocuSign app?This is probably something close to what you're looking for. If it's not, could I have you let me know more details on what would be different about what you'd like?
Kind regards,
Alison
Smartsheet Support -
Thank you for the response. I did look at that plug in which takes data from smartsheet and inserts it into the formletter.
What I want is to fill out a fillable pdf form and click the submit button on it to send the data to smartsheet.
-
Andrée Starå ✭✭✭✭✭✭Hi Scott,
You could probably set this up with zapier, but I have another idea that I will check and get back to you if it works.
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant / Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Andrée Starå ✭✭✭✭✭✭
Hi again Scott,
How often will you need to send pdf forms?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Many each day - a few dozen perhaps.
-
Andrée Starå ✭✭✭✭✭✭
Can you send me an example pdf form?
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Jef Forward ✭✭✭
I am curious - would a web form work in this scenario? I am assuming the fill-able pdf is "living" somewhere outside of smartsheet?
Jef
-
Andrée Starå ✭✭✭✭✭✭
Hi again Jef,
I missed your reply because of the previous issue with the forum.
Did you find a solution?
Best,
Andrée Starå - Workflow Consultant / Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Hi,
Following up on that. I would like to set up similar things. I am trying to deploy a reimbursement system for my office.
Once a person submits a form via smartsheet, I need to have a PDF pre-filled with all of the info including the ones that will be linked to other cells.
Once the PDF is prefilled, I will need it to go thru DocuSign for signature. Once the user signs I will need to have smartsheed trigger an alert/change status of the row by "ready for submission". -
Andrée Starå ✭✭✭✭✭✭
嗨,马修,
You could absolutely do that with the Google doc or/and the DocuSign integration. Let me know if you need help setting it up. I'd happily work with you and create a solution.
I hope this helps you!
Best,
Andrée Starå - Workflow Consultant @ Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Andrée Starå ✭✭✭✭✭✭
嗨,马修,
How did it go? Did you manage to get something set up?
Best,
Andrée Starå - Workflow Consultant @ Get Done
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]orkbold.com| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
I am also curious as to the ability to import information from a fillable pdf directly to Smartsheet. Thanks for any solution you can offer.
-
Andrée Starå ✭✭✭✭✭✭
Hi Susan,
How would you like to use it?
Best,
Andrée
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
-
Denise ✭
Hey Andree,
I'm looking for a similar solution to what Matthieu mentioned above.
Once a user fills out a Smartsheet form it is logged into my tracker. From there, I want to extract some fields into a fillable pdf and have the user sign the document. What are your suggestions?
-
Andrée Starå ✭✭✭✭✭✭
Hi Denise,
Can you describe your process in more detail and maybe share the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too,[email protected])
Hope that helps!
Have a fantastic week!
Best,
Andrée Starå
Workflow Consultant / CEO @ WORK BOLD
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå| Workflow Consultant / CEO @WORK BOLD
W:www.workbold.com| E:[email protected]| P: +46 (0) - 72 - 510 99 35
Feel free to contact me about help with Smartsheet, integrations, general workflow advice, or something else entirely.
Categories
See below link:<\/p>
https:\/\/smartsheet.redoc.ly\/tag\/groups#operation\/add-group<\/a><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":320,"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers","allowedDiscussionTypes":[]},"reactions":[{"tagID":3,"urlcode":"Promote","name":"Promote","class":"Positive","hasReacted":false,"reactionValue":5,"count":0},{"tagID":5,"urlcode":"Insightful","name":"Insightful","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":11,"urlcode":"Up","name":"Vote Up","class":"Positive","hasReacted":false,"reactionValue":1,"count":0},{"tagID":13,"urlcode":"Awesome","name":"Awesome","class":"Positive","hasReacted":false,"reactionValue":1,"count":0}],"tags":[{"tagID":227,"urlcode":"api-and-developers","name":"API and Developers"},{"tagID":442,"urlcode":"groups-and-group-management","name":"Groups and Group Management"}]},{"discussionID":106741,"type":"question","name":"Using the API to get attachment URLs","excerpt":"I have PDF row attachments in a sheet. I need to get a direct URL to the attachment but I can't see a way to do this in the API. Using the GUI to \"send\" the file provides a link - so I'm trying to get something similar through the API. I'm aware that the the URL using the GUI method expires after 30 days. I would prefer…","categoryID":320,"dateInserted":"2023-06-21T22:40:34+00:00","dateUpdated":null,"dateLastComment":"2023-06-22T20:21:40+00:00","insertUserID":150432,"insertUser":{"userID":150432,"name":"jzadra","url":"https:\/\/community.smartsheet.com\/profile\/jzadra","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":150432,"lastUser":{"userID":150432,"name":"jzadra","url":"https:\/\/community.smartsheet.com\/profile\/jzadra","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":2,"countViews":30,"score":null,"hot":3374853734,"url":"https:\/\/community.smartsheet.com\/discussion\/106741\/using-the-api-to-get-attachment-urls","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106741\/using-the-api-to-get-attachment-urls","format":"Rich","tagIDs":[227,268],"lastPost":{"discussionID":106741,"commentID":381846,"name":"Re: Using the API to get attachment URLs","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/381846#Comment_381846","dateInserted":"2023-06-22T20:21:40+00:00","insertUserID":150432,"insertUser":{"userID":150432,"name":"jzadra","url":"https:\/\/community.smartsheet.com\/profile\/jzadra","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-23T19:55:05+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"API & Developers","url":"https:\/\/community.smartsheet.com\/categories\/api-developers"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-22T20:20:13+00:00","dateAnswered":"2023-06-22T00:36:56+00:00","acceptedAnswers":[{"commentID":381653,"body":" You make a call to<\/p> https:\/\/api.smartsheet.com\/2.0\/sheets\/$Sheet_ID?include=attachments<\/a><\/p> substituting $Sheet_ID for the sheet ID and get the attachment id for each row<\/p> Then call<\/p>
