Workflow to Automate Document Generation?

最简单的流程使用“文档通用neration" when a new "Form" is submitted?

Does anyone have a workflow that can automate this process without the need for a "Gatekeeper" or someone manually generating the row-level document after the form is submitted?

Example - We have a PDF form that requires a signature but we would like to use Smartsheet to collect the information, generate the document and then email the PDF to the person that submitted the form so they can sign and upload the signed version.

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Try IF([payment voucher]@row=0,Sum([Parking Revenue Regular]@row:[Private boat parking revenue]@row),\"//www.santa-greenland.com/community/discussion/comment/\")<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":106883,"type":"question","name":"Needing some help with my current smartsheet project","excerpt":"So I'm coming across some issues with my workflows and functions with my current sheet, and I'm hoping somebody could help me out because I'm stumped. There are boxes I have set up on children rows that get checked manually to confirm a certain portion of the Main Task is complete. I'm currently in search of a way I can…","categoryID":322,"dateInserted":"2023-06-26T13:40:29+00:00","dateUpdated":null,"dateLastComment":"2023-06-26T20:13:57+00:00","insertUserID":162756,"insertUser":{"userID":162756,"name":"SarahI","title":"Sarah","url":"https:\/\/community.smartsheet.com\/profile\/SarahI","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-26T19:19:04+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":45516,"lastUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T20:54:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":8,"countViews":42,"score":null,"hot":3375602066,"url":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106883\/needing-some-help-with-my-current-smartsheet-project","format":"Rich","lastPost":{"discussionID":106883,"commentID":382423,"name":"Re: Needing some help with my current smartsheet project","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382423#Comment_382423","dateInserted":"2023-06-26T20:13:57+00:00","insertUserID":45516,"insertUser":{"userID":45516,"name":"Paul Newcome","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Paul%20Newcome","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/082\/nQPUTVFKKWDJ2.jpg","dateLastActive":"2023-06-26T20:54:28+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T15:51:35+00:00","dateAnswered":"2023-06-26T15:23:39+00:00","acceptedAnswers":[{"commentID":382304,"body":"

@SarahI<\/a> Yes you can do that just use CHILDREN([COLUMN NAME])<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":[]},{"discussionID":106901,"type":"question","name":"Can you use a COUNTIF formula to county symbols?","excerpt":"I have a list of goals for the year and we are using harvey ball symbols to indicate the percent complete an the red, yellow, green, gray balls to indicate the health\/status of the project. I would like to display a report on my dashboard that shows the number of projects we have in each harvey ball stage and also in each…","categoryID":322,"dateInserted":"2023-06-26T15:59:48+00:00","dateUpdated":"2023-06-26T16:00:12+00:00","dateLastComment":"2023-06-26T16:29:45+00:00","insertUserID":162764,"insertUser":{"userID":162764,"name":"Stephanie D","title":"Program Manager","url":"https:\/\/community.smartsheet.com\/profile\/Stephanie%20D","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!mctWfgWrL7o!n-DX3ymVfmQ!msa32mT4_k9","dateLastActive":"2023-06-26T16:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162764,"lastUserID":8888,"lastUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-26T23:47:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":3,"countViews":26,"score":null,"hot":3375593973,"url":"https:\/\/community.smartsheet.com\/discussion\/106901\/can-you-use-a-countif-formula-to-county-symbols","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106901\/can-you-use-a-countif-formula-to-county-symbols","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106901,"commentID":382346,"name":"Re: Can you use a COUNTIF formula to county symbols?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382346#Comment_382346","dateInserted":"2023-06-26T16:29:45+00:00","insertUserID":8888,"insertUser":{"userID":8888,"name":"Andrée Starå","title":"Smartsheet Expert Consultant & Partner | Workflow Consultant \/ CEO @ WORK BOLD","url":"https:\/\/community.smartsheet.com\/profile\/Andr%C3%A9e%20Star%C3%A5","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/0PAU3GBYQLBT\/nXWM7QXGD6464.jpg","dateLastActive":"2023-06-26T23:47:23+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions"}],"groupID":null,"statusID":3,"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:24:48+00:00","dateAnswered":"2023-06-26T16:08:42+00:00","acceptedAnswers":[{"commentID":382328,"body":"

Hi @Stephanie D<\/a> <\/p>

I hope you're well and safe!<\/p>

Try something like this.<\/p>

=COUNTIF(Status:Status, \"Green\")<\/p>

=COUNTIF([% Complete]:[% Complete], \"Half\")<\/p>

Did that work\/help? <\/p>

I hope that helps!<\/p>

Be safe, and have a fantastic week!<\/p>

Best,<\/p>

Andrée Starå<\/strong><\/a> | Workflow Consultant \/ CEO @ WORK BOLD<\/strong><\/a><\/p>

Did my post(s) help or answer your question or solve your problem? Please support the Community by <\/em>marking it Insightful\/Vote Up, Awesome, or\/and as the accepted answer<\/em><\/strong>. It will make it easier for others to find a solution or help to answer!<\/em><\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":322,"name":"Formulas and Functions","url":"https:\/\/community.smartsheet.com\/categories\/formulas-and-functions","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":254,"urlcode":"Formulas","name":"Formulas"}]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=322&includeChildCategories=1&type%5B0%5D=Question&excludeHiddenCategories=1&sort=-hot&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":10000,"limit":3},"title":"Trending in Formulas and Functions ","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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