PDF form fillable fields gone when using DocuSign for generating document???
Hi!
So I've been playing with the document generator from row data. I created a fillable pdf form and was able to generate the document from row data with this form. Now, my form requires signatures, so I would like to use the DocuSign mapping option for this. I've added my fillable pdf form as a template in DocuSign, but when I get to the mapping part, it will not let me map the fields on the form. It looks like my fillable fields are gone?? See screenshots below. Thanks in advance for any help that can be provided!!
Answers
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red1998 ✭
我只有运气using Adobe for creating fillable forms for the document builder.
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JSanita ✭✭✭
This is exactly what i'm trying to do! Any luck yet?
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Hey @Julie Fortney<\/a> <\/p> I'll answer what I can and shout out to @Brian_Richardson<\/a> for back up. <\/p> #1 Report Filters- To my knowledge there isn't a direct Report Filter update however I wondered if the column was a dropdown list - if so, Bridge can update dropdown lists and if the filter was set to select all it made me wonder if the filter would pick it up new selections. (Datashuttle also updates dropdown lists if this method works)<\/p> #2 I've had problems with a slow sheet erroring out in Bridge. The sheet was massive and Bridge would time-out. Bridge did not help this sheet (it might have been too large for anything to help)<\/p> #3 -I don't have any experience with Control Center, so sorry, I can't answer those questions<\/p> My fav Bridge solutions?<\/p> -Capturing Approver Names in approval workflows<\/p> -Adding rows - same sheet, different sheets, Child rows to Parents, On a weekly cadence, Adding New rows of acquired data to a status update sheet which feeds into a dashboard report<\/p> -Translating Employee Ideas from their native tongue to English<\/p> -Checking FedEx Tracking Status on a sheet's worth of shipments<\/p> I hope this helps<\/p> Kelly<\/p>"},{"commentID":373322,"body":" Hey @Julie Fortney<\/a> !<\/p> @Kelly Moore<\/a> thanks for the shout out :-) but I'm not sure I can help more than what's already been posted. <\/p> @Julie Fortney<\/a> in general Bridge is an API tool. You can setup multi-branched workflows in Bridge with pre-set API calls and utilities. You can also do custom HTTP calls to any API that you have access to in the cloud. So anything you can do with API calls you can do with Bridge. It also, importantly, allows you to run Javascript code using the results of your API calls, and to trigger workflows on changes to Smartsheet content or on any other webhook that you can receive from other tools.<\/p> There's a fair amount of Smartsheet API methods that are prebuilt into Bridge, but not all of them. So if you're looking at the Bridge documentation for Smartsheet<\/a> integrations and not finding what you need, you can also look at the Smartsheet API documentation<\/a> to see if there's something there to help you out. If you find an API method to use that's not already pre-built as an integration, then you can use the Custom HTTP Call step to directly call the API. You just have to provide the Smartsheet API with an API token, which you can assign to yourself in your Personal Settings.<\/p> It looks like your specific questions were answered pretty comprehensively by Kelly and Samuel but here's my 2c:<\/p> At Iron Mountain we use Bridge for a variety of use cases, here's the most effective ones:<\/p> Hope that helps (a little). If you're trying to figure out whether you'll find Bridge useful, my best advice would be to decide how much integration you want to do. That's really what Bridge is for IMHO. You can<\/em> use Bridge to do more advanced workflows in Smartsheet but it can be a little tricky, often it's easier to leverage the prebuilt addons like Data Mesh and Data Shuttle in combination with automations to achieve what you're looking for. That said, Bridge is quite powerful and can certainly take your Smartsheet setup to the next level.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":369,"urlcode":"bridge-by-smartsheet","name":"Bridge"}]},{"discussionID":108771,"type":"question","name":"Has Smartsheet improved the Workapps notification functionality?","excerpt":"While looking at a Smartsheet Workapp today, I noticed the text highlighted below. It says: \"Automation: You can create automated workflows in Smartsheet to alert people in your app. Learn more\" I was excited to see this because I don't use the Workapp tool since it lacks a way to A) notify users of notifications within…","snippet":"While looking at a Smartsheet Workapp today, I noticed the text highlighted below. It says: \"Automation: You can create automated workflows in Smartsheet to alert people in your…","categoryID":343,"dateInserted":"2023-08-10T01:25:46+00:00","dateUpdated":"2023-08-10T07:34:18+00:00","dateLastComment":"2023-08-10T13:12:38+00:00","insertUserID":13526,"insertUser":{"userID":13526,"name":"Marc Shecter","url":"https:\/\/community.smartsheet.com\/profile\/Marc%20Shecter","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/7MDG7HO742ML\/nHOVUT0FAH0M1.jpg","dateLastActive":"2023-08-10T15:38:57+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭"},"updateUserID":91566,"lastUserID":91566,"lastUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":1,"countViews":29,"score":null,"hot":3383304504,"url":"https:\/\/community.smartsheet.com\/discussion\/108771\/has-smartsheet-improved-the-workapps-notification-functionality","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/108771\/has-smartsheet-improved-the-workapps-notification-functionality","format":"Rich","tagIDs":[371,510,514],"lastPost":{"discussionID":108771,"commentID":389996,"name":"Re: Has Smartsheet improved the Workapps notification functionality?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/389996#Comment_389996","dateInserted":"2023-08-10T13:12:38+00:00","insertUserID":91566,"insertUser":{"userID":91566,"name":"Genevieve P.","title":"Community Manager","url":"https:\/\/community.smartsheet.com\/profile\/Genevieve%20P.","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/KHY4Y67W0VRX\/nF76D5N9MFB28.png","dateLastActive":"2023-08-11T17:39:53+00:00","banned":0,"punished":0,"private":false,"label":"Employee Admin"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Get Help","url":"https:\/\/community.smartsheet.com\/categories\/get-help"},{"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/C4YA4UIUZFSF\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-08-10T15:39:24+00:00","dateAnswered":"2023-08-10T13:12:38+00:00","acceptedAnswers":[{"commentID":389996,"body":" Hi @Marc Shecter<\/a> <\/p> The prompt here is to help Workapp Builders use automations in the underlying Smartsheet sheet to send out notifications. There currently isn't a way to build an automation directly in the Workapp, as you noted. I see you created an Idea Post<\/a> around this, thank you!<\/p> For your B), you could add the URL to the Workapp in the body text of the notification if that helps.<\/p> Cheers,<\/p> Genevieve<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":343,"name":"Add Ons and Integrations","url":"https:\/\/community.smartsheet.com\/categories\/apps-and-integrations","allowedDiscussionTypes":["discussion","question"]},"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":371,"urlcode":"WorkApps","name":"WorkApps"},{"tagID":510,"urlcode":"email-notifications","name":"Email Notifications"},{"tagID":514,"urlcode":"slack-notifications","name":"Slack Notifications"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=343&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-dateLastComment&limit=3&expand%5B0%5D=all&expand%5B1%5D=-body&expand%5B2%5D=insertUser&expand%5B3%5D=lastUser&status=accepted","prevURL":null,"currentPage":1,"total":637,"limit":3},"title":"Trending Posts","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">