Document Builder to Fillable PDF - symbol fields

SueinSpain
SueinSpain ✭✭✭✭✭
inSmartsheet Basics

Hi everyone

I have my fillable PDF which I created in Adobe Acrobat Pro

I have mapped my smartsheet using the document builder and it all works brilliantly (yippee).........

......but I have used symbols in the Smartsheet to represen the RAG status (Red, Amber (or Yellow in smartsheet terms), Green). Sadly these come across as the words and not as either the colour or the symbol.


Does anyone know how I can turn these back into colours in the fillable PDF? It would also be useful pass through other symbols as well - for example we use the pie symbol for % complete but that comes across as empty, full, quarter, half etc.

Mnay thanks all in anticipation

Sue

e.g. Smartsheet value

image.png

Document value in PDF

image.png


Sue Rogers

AmerisourceBergen - MWI Animal Health

Business Analyst

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Answers

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi@SueinSpain

    I hope you're well and safe!

    I'm not sure it's supported, so maybe you could transform them using the methods below.

    You can use other symbols by using UNICHAR, CHAR, or Emojis.

    More info:

    https://help.smartsheet.com/function/unichar
    https://help.smartsheet.com/function/char
    https://getemoji.com/

    Great resource that Paul Newcome put together

    https://app.smartsheet.com/b/publish?EQBCT=82f8fe0936a54758a3afa4b584acde07

    Did that work/help?

    I hope that helps!

    Be safe and have a fantastic week!

    Best,

    Andrée Starå| Workflow Consultant / CEO @WORK BOLD

    ✅了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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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  • SueinSpain
    SueinSpain ✭✭✭✭✭

    Thanks for the reply and support Andree as always - I'll nvestigate all of these as I just didn't know where to start.

    Stay safe & well

    Sue

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @SueinSpain

    Excellent!

    You're more than welcome!

    ✅Remember!了我的帖子(s)帮助或回答你的问题吗tion or solve your problem? Please support the Community bymarking it Insightful/Vote Up or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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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  • JB16
    JB16 ✭

    Hi,

    Did you ever find a solution for this, because I'm trying to find the same and I'm not sure how the above can work as an alternative.

    Thanks,

    Jen

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  • SueinSpain
    SueinSpain ✭✭✭✭✭

    Hi Jen,

    I've been so busy I haven't tried the suggested solution yet. Not sure it is the answer but Andree is so good it could be.

    The idea it to translate the word "Red" into a symbol or special character and that is what then appears on the pdf.

    So still on my to do list I'm afraid

    Kindest regards

    Sue

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

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  • SueinSpain
    SueinSpain ✭✭✭✭✭

    Hi All,

    Finally got back to looking at this and it doesn't really solve my problem.

    In my smartsheet I have a symbol field with values of Red, Yellow, Green etc.

    image.png
    image.png

    This is used to indicate the level using it as a RAG status / visual aid.

    然而,背后的实际内容字段)the scenes so to speak) is the word "Yellow"

    image.png

    So when I pass this to a fillable / writeable PDF using the Generate Documents function

    image.png

    It actually passed through the word "Yellow" and not the round yellow dot or anything highlighted at all. see below the pdf document produced

    image.png


    IDEALLY I want to somehow either highlight the word or show a symbol that is coloured in the document in the same way it is in the smartsheet as the word just doesn't have the same impact.

    Sue Rogers

    AmerisourceBergen - MWI Animal Health

    Business Analyst

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  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    @SueinSpain

    Did you test the Emoji option?

    SMARTSHEET EXPERT CONSULTANT & PARTNER

    https://workbold.com/

    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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  • Chad Guevremont
    Chad Guevremont ✭

    I've tried the Emojis and it just returned a blank. I've even tried using formatting to get it to work, and is looks like the formatting is either removed, or will work once then that formatting is used for every other instance of generate document.

    I tried contacting support and after one call that didn't solve the issue I never heard from them again.

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  • Gary_
    Gary_ ✭

    I have tried the emoji, UNICHAR, and of course the symbols already available in Smartsheet. I cannot find any way to get anything but a normal letter or number character to display in the PDF. I know the symbols recently updated, so hoping for updates to this as well. Anyone find any other routes?

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@Steve_Mitchell<\/a>, thank you! I just filed a ticket. i appreciate your help.<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":207,"urlcode":"Sales","name":"Sales"},{"tagID":281,"urlcode":"Support","name":"Support"},{"tagID":446,"urlcode":"update-requests","name":"Update Requests"}]},{"discussionID":106894,"type":"question","name":"How to Count a value in a drop down \/ multi-selection list?","excerpt":"Hi, I'm wanting to count the total amount time this value \"VAVE\" is being assigned to a drop down column. I'm using a summary sheet to collect this data using formulas. So in the request type column(drop down list) I want the total in this sheet. I also want a total by the Brand. I keep getting an incorrect number, like 48…","categoryID":321,"dateInserted":"2023-06-26T15:09:07+00:00","dateUpdated":"2023-06-26T15:09:27+00:00","dateLastComment":"2023-06-26T20:54:24+00:00","insertUserID":162246,"insertUser":{"userID":162246,"name":"Shawn_K2","url":"https:\/\/community.smartsheet.com\/profile\/Shawn_K2","photoUrl":"https:\/\/aws.smartsheet.com\/storageProxy\/image\/images\/u!1!nPFlXyflhuI!uj8vZ9JIm_o!1axowkoO9t8","dateLastActive":"2023-06-26T20:56:17+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":162246,"lastUserID":116407,"lastUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":7,"countViews":58,"score":null,"hot":3375609211,"url":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106894\/how-to-count-a-value-in-a-drop-down-multi-selection-list","format":"Rich","tagIDs":[254],"lastPost":{"discussionID":106894,"commentID":382446,"name":"Re: How to Count a value in a drop down \/ multi-selection list?","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382446#Comment_382446","dateInserted":"2023-06-26T20:54:24+00:00","insertUserID":116407,"insertUser":{"userID":116407,"name":"Darren Mullen","title":"","url":"https:\/\/community.smartsheet.com\/profile\/Darren%20Mullen","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/userpics\/9WIC1TB7AJQT\/nP1GU5H4ITA1P.png","dateLastActive":"2023-06-27T04:13:24+00:00","banned":0,"punished":0,"private":false,"label":"✭✭✭✭✭✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/LKT88AUTSMAT\/image.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"image.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-26T16:54:33+00:00","dateAnswered":"2023-06-26T16:44:18+00:00","acceptedAnswers":[{"commentID":382355,"body":"

@Shawn_K2<\/a> UGH I make a mistake. I copied your formula without looking at it close enough 😜<\/span><\/p>


<\/p>

try =COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"))<\/p>"},{"commentID":382446,"body":"

@Shawn_K2<\/a> <\/p>

=COUNTIFS({CPR Request Type}, HAS(@cell, \"VAVE\"), {CPR Brand}, HAS(@cell, \"ING\"))<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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"}]},{"discussionID":106815,"type":"question","name":"Create a dashboard to display a count of multiple cell entries","excerpt":"I am struggling (absolutely newbie) to create a dashboard that will count all the individual certifications, and all the professional certifications and all the in progress certifications - attached is a screenshot - can anyone help?","categoryID":321,"dateInserted":"2023-06-23T08:49:25+00:00","dateUpdated":null,"dateLastComment":"2023-06-27T08:52:42+00:00","insertUserID":162670,"insertUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"updateUserID":null,"lastUserID":162670,"lastUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"},"pinned":false,"pinLocation":null,"closed":false,"sink":false,"countComments":6,"countViews":42,"score":null,"hot":3375369727,"url":"https:\/\/community.smartsheet.com\/discussion\/106815\/create-a-dashboard-to-display-a-count-of-multiple-cell-entries","canonicalUrl":"https:\/\/community.smartsheet.com\/discussion\/106815\/create-a-dashboard-to-display-a-count-of-multiple-cell-entries","format":"Rich","lastPost":{"discussionID":106815,"commentID":382488,"name":"Re: Create a dashboard to display a count of multiple cell entries","url":"https:\/\/community.smartsheet.com\/discussion\/comment\/382488#Comment_382488","dateInserted":"2023-06-27T08:52:42+00:00","insertUserID":162670,"insertUser":{"userID":162670,"name":"GRoberts","title":"Mr","url":"https:\/\/community.smartsheet.com\/profile\/GRoberts","photoUrl":"https:\/\/us.v-cdn.net\/6031209\/uploads\/defaultavatar\/nWRMFRX6I99I6.jpg","dateLastActive":"2023-06-27T08:52:22+00:00","banned":0,"punished":0,"private":false,"label":"✭"}},"breadcrumbs":[{"name":"Home","url":"https:\/\/community.smartsheet.com\/"},{"name":"Using Smartsheet","url":"https:\/\/community.smartsheet.com\/categories\/using-smartsheet"},{"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B"}],"groupID":null,"statusID":3,"image":{"url":"https:\/\/us.v-cdn.net\/6031209\/uploads\/AIA1FR735DQ8\/screenshot-2023-06-23-at-09-49-05.png","urlSrcSet":{"10":"","300":"","800":"","1200":"","1600":""},"alt":"Screenshot 2023-06-23 at 09.49.05.png"},"attributes":{"question":{"status":"accepted","dateAccepted":"2023-06-27T08:52:20+00:00","dateAnswered":"2023-06-26T16:21:51+00:00","acceptedAnswers":[{"commentID":382338,"body":"

You don't HAVE to, but I generally create a dedicated metrics sheet mainly because I have a lot of separate calculations I want to run and display (typically).<\/p>"}]}},"status":{"statusID":3,"name":"Accepted","state":"closed","recordType":"discussion","recordSubType":"question"},"bookmarked":false,"unread":false,"category":{"categoryID":321,"name":"Smartsheet Basics","url":"https:\/\/community.smartsheet.com\/categories\/smartsheet-basics%2B","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":[]}],"initialPaging":{"nextURL":"https:\/\/community.smartsheet.com\/api\/v2\/discussions?page=2&categoryID=341&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":5411,"limit":3},"title":"Trending in Using Smartsheet","subtitle":null,"description":null,"noCheckboxes":true,"containerOptions":[],"discussionOptions":[]}">

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