Webinar Recording: Create Custom PDFs Faster with Document Builder
Missed the webinar?Watch the recording.
Create custom documents with row data and advance your business processes faster using document builder, the newest product capability from Smartsheet.
In this webinar, learn how to:
- Map columns in your sheet to the fields in a fillable PDF.
- Quickly generate custom invoices, contracts, and more with data from any row in your sheet.
We’ll be joined by Rob Waite, EVP of Strategic Planning at American Roofing and Metal, to discuss how their organization has accelerated document creation, cut costs and days to procurement with a streamlined purchase order process, and decreased hiring timelines, all by implementing document builder.
New to Smartsheet?Sign up for free SmartStart Onboarding.
Categories
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/72241/\") + MONTH([Start Date]@row))<= 202307<\/strong>, VALUE(YEAR([End Date]@row) + IF(MONTH([End Date]@row)< 10, \"0\", \"//www.santa-greenland.com/community/discussion/72241/\") + 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>