Convert Form to PDF
Hi,
I would like to be able to convert a completed Smartsheet form into a PDF document, either prior to submitting the form, or from the entry in the worksheet once the form has been submitted. Is there any functionality within Smartsheet that will allow me to do that?
Thanks.
Comments
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Andrée Starå ✭✭✭✭✭✭Hi,
Yes, there is. There are a few different ways to do this. You could use the Google Docs integration ”Smartsheet Merge” or the DocuSign integration.
Edit: two more options.
- Select the specific row in Smartsheet and select Print and save it as a PDF.
- Have a notification set up and then save that email as a PDF.
Would any of those options work?
Have a fantastic weekend!
Best,
Andrée Starå
Workflow Consultant @ Get Done Consulting
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.
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You would use the below for Jan 2023 and adjust the month and year numbers accordingly for each of the other months.<\/p>
=IF(AND(MONTH([Start Date]@row)<= 1, YEAR([Start Date]@row)<= 2023, MONTH([End Date]@row)>= 1, YEAR([End Date]@row)>= 2023), [$ per month]@row)<\/p>"},{"commentID":387901,"body":"
Lets try a different approach.<\/p>
=IF(AND(VALUE(YEAR([Start Date]@row) + IF(MONTH(Start Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/36626/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/36626/\") + MONTH([End Date]@row))>= 202307<\/strong>), [$ per month]@row)<\/p> Basically we are creating a yyyymm stamp from the start and end dates and comparing them to the yyyymm stamp for that year\/month combo. The above is for July 2023 (202307).<\/p>"},{"commentID":387906,"body":"
<\/p>
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