Can you please help me with creating forms for scorecard
@SchoolofSheets19 күн бұрын
Sure - if this is a consulting request please head to schoolofsheets.com/workwithus to submit an inquiry. If not please elaborate on what you need and I'll offer whatever help I can!
@CJ-gt2qi20 күн бұрын
I have a sheet with 50 rows. I have 6 sections of rows with the same field titles but numbered to 6. Is there a way to have one document generated with fields that has something in them?
@SchoolofSheets20 күн бұрын
Hey there. The mapping is pre configured, so the fields you select to go into the PDF will always go in there. If any of those fields are blank the PDF will just be blank for those fields. If you want the PDF to adjust based on the fields that have data you would need to create separate mappings for each possibility and select the appropriate mapping to use.
@CJ-gt2qi18 күн бұрын
@@SchoolofSheets I have another question. Is there a way to send a automated Generated document via email automatically?
@SchoolofSheets17 күн бұрын
@@CJ-gt2qi Yep! Create a notification triggered by when an attachment changes. You can also follow the instructions in this video kzbin.info/www/bejne/nWrIkqNues95iqs
@mynus6436Ай бұрын
Great method! I love your thinking with how you got both numerical and percents to show. I’m a big fan of helper columns with formula, conditional formatting and report filters.
@SchoolofSheetsАй бұрын
Thanks for watching! Sounds like you know your stuff 😉
@FahadKhan-f2eАй бұрын
is there solution for attachment directly in mail instead of open link because i want to send document on address so system can automatically download document for scan but it need attachment icon to pop up on mail like regular attachment mail. instead of link.
@SchoolofSheetsАй бұрын
Unfortunately there is not a way to do that. The closest solution I could recommend would be adding a paperclip emoji 📎 at the beginning and/or end of your subject line, and/or adding some text there like "📎 Attached: [Subject here]"
@AL-hd6of2 ай бұрын
Thanks so much for the tutorial! Quick question - is there any way for you to get the attachments to send directly in the email? rather than clicking on the "open request" button?
@SchoolofSheets2 ай бұрын
You're welcome! Update requests are not configurable in that way unfortunately and this is the only reliable way to *always* have attachments available in emails unless you were to use the API to develop some more advanced solution.
@laderasmcadam2 ай бұрын
I worked with serial numbers and the formula is not working. It gives me only 0 even there is a duplicate.
@SchoolofSheets19 күн бұрын
I would suggest copying the formula in the video exactly, including column names, and then adjusting your column names after!
@HOWYOUDOIN8842 ай бұрын
This is where having a formal education in RDMS theory really helps to expand your vocabulary to include "aggregation".
@SchoolofSheets19 күн бұрын
Knowledge is power!
@LadyTMarie2 ай бұрын
Thank you so much for this useful video.
@SchoolofSheets2 ай бұрын
You're welcome! Thanks for watching and the positive feedback.
@karlabruce28713 ай бұрын
Thanks for the video. How do you pull the time from start to finish?
@SchoolofSheets2 ай бұрын
You're welcome! Are you referring to something that happens in the video specifically (if so, at what time?) or are you asking a separate question (if so, can you please elaborate on the process you use/are envisioning and what you want the output to be)? In any case, there is a TIME() function which may be helpful, it is a newer function that I have not used much personally myself. You can also use automated workflows to copy rows to another Sheet based on certain conditions and this would create a time stamp of when that occured via the Auto (Created) column in the destination Sheet. That data point could be referenced via a lookup formula to determine when something happened in a row and/or the elapsed time between multiple actions (i.e., whatever constitutes "start" and "finished").
@user-kz4cq1do2b4 ай бұрын
Thank you very much!
@SchoolofSheets4 ай бұрын
Happy to help!
@shannonvoges334 ай бұрын
Is there a way to setup automation to print once the document is generated?
@SchoolofSheets4 ай бұрын
There is no native automation to print a document, but it is likely possible with the API and/or using another tool.
@gejoli4 ай бұрын
ok - I grew up in Brockton and I couldnt take my eyes off of the records with locations in Brockton, Abington and Avon! Small world!!!
@SchoolofSheets4 ай бұрын
Haha, small world!
@MrSilviocelula4 ай бұрын
Why do you explain very fast? We can't see how you type the formulas. 😳
@SchoolofSheets4 ай бұрын
Sorry if it's fast, I personally prefer videos that are efficient and to the point so I try to do this in the videos. You can always slow the video down in the settings, but I will do the next one a little slower! Thanks for the feedback :)
@MrSilviocelula4 ай бұрын
Thanks. Isn’t the velocity it’s self, but we can’t see some information. For example, you didn’t show the formula or how you click and select multiple rows automatically. Basic questions, sorry, but useful to beginners like me. Btw, thanks for prepare this video! I have sure that helped a lot of people!
@michaelkoehler73465 ай бұрын
Helpful, but only to confirm that it's not nearly as useful as Excel's conditional formatting...
@SchoolofSheets19 күн бұрын
I love Smartsheet conditional formatting, perhaps because I am so used to it. Excel is a great tool as well of course.
@Ded98225 ай бұрын
Like and subbed
@SchoolofSheets19 күн бұрын
Thanks so much for the support! Please let me know if there are any topics you'd like to see covered. :)
@ryandurham86435 ай бұрын
Legend Mate Save my a** with this one
@SchoolofSheets5 ай бұрын
haha happy to hear it!
@mike_mishelle5 ай бұрын
This is close to what I need to do. However I'm tracking mileage of vehicles, so I need to keep the latest entry instead of the first one. Any suggestions?
@SchoolofSheets5 ай бұрын
This is shown starting at the ~18 minute mark!
@nicolecodispoti16956 ай бұрын
Thanks Dan! Quick question, the emails are all being sent to you in this example. What if I have different contacts that need to emailed when document is generated and need to send to that rows email?
@SchoolofSheets19 күн бұрын
Happy to help! You can accomplish this by using a Contact column and inputting your coaches in the row. If they all get the same document then use a multi select contact, if there are individual differences use separate columns for each. In the automation builder select "Contacts in a cell" as the recipient and select the column(s) with the appropriate coach(es)!
@khadijaelabid72836 ай бұрын
So useful thank you for sharing!! If I was to build a gant with milestones and report that are due let’s say yearly. Would an automation allow me to get notified when I owe a report soon and reset the next report due to next year without having to create several lines for yearly reports?
@SchoolofSheets19 күн бұрын
You're welcome! Yes you could set this up, the "Due Date" column should have a formula so it moves up a year consistently and then you can send an automation based on that date approaching.
@DenisesBates6 ай бұрын
Slow down the clicks please
@SchoolofSheets19 күн бұрын
Thanks for the feedback! I try to make the videos efficient to watch but I will try slowing down a little.
@longmatey806 ай бұрын
IF YOU HAVE DATES IN YOUR SHEET (if not create dates using automation) - the following will allow you to pull duplicated information in a single column (no additional helpers outside date column). =IF(COUNTIFS([PRIMARY REF]:[PRIMARY REF], [PRIMARY REF]@row, [DATE FIELD]:[DATE FIELD]], <= [DATE FIELD]) > 1, "Duplicate", "Unique") The way this is setup - it will only record the duplicate entries for the OLDEST primary entry. To change that to show duplicates for the NEWEST, flip the LESS THAN (<) to GREATER THAN (>) in the line below. PRIMARY REF = your primary reference DATE Field = a date - any format seems to work (This can also be a ranking field as shown in the video, dates just make mores sense at times). If it is a duplicate and the oldest duplicate - it will post as a duplicate. If it is not a duplicate or not the oldest duplicate - it will post as unique. Thank me later i guess.
@SchoolofSheets7 күн бұрын
This is really nice actually, thanks for sharing. There were a couple of minor errors I had to fix though to get the below (extra bracket and a missing @row): =IF(COUNTIFS([Primary Ref]:[Primary Ref], [Primary Ref]@row, [Date Field]:[Date Field], <=[Date Field]@row) > 1, "Duplicate", "Unique")
@johnpearson79107 ай бұрын
how do I make the bi-directional API for editable data going back and forth. Can you explain how I can achieve this, please? Thank you - John
@SchoolofSheets7 ай бұрын
Hello John! You can find information on the Smartsheet API at smartsheet.redoc.ly/. To implement this you will need coding knowledge. Unfortunately this is not something I can answer in a KZbin comment and actually don't know how to do myself (we have developers that do that, but personally, this is not in my skillset). GitHub is a good resource for crowdsourcing coding questions. Thanks for watching! Dan
@darapond7 ай бұрын
Thank you, Dan! I am doing a similar sheet where I am sharing drawings with subs, who then later upload a bid. I similarly, have a received button as a reply/update. But then when the Sub goes back to that email, the blue request button goes to an expired/used link. (I somewhat solved by putting in an "auto reply" sending attachments). Just curious if you have thought on this, thanks!
@SchoolofSheets19 күн бұрын
Good point - I would instruct them to not submit the update until they no longer need to access the attachment. You could also re send it whenever it is received in the event someone submits it so that they will alway have an accessible option.
@cavanagd17 ай бұрын
Loved the video and your way of explaining things. It's a cool way to explore the use of some formulas as well. However, I find it hard to believe that there isn't a less labour intensive way to do this? If so this doesn't speak very highly of smartsheet
@SchoolofSheets7 ай бұрын
Thank you! Smartsheet does many things very well but yes, this is not one of them and this was the easiest way I could manage to completely automate this in a logical way. However, it would be much simpler to semi-automate this (i.e., flag all duplicates and then check a box for the one[s] you want to remove, something like that). You could also use Zapier or the API for a more "simple" solution (depending on how you define simple).
@djohnson94597 ай бұрын
Thank you!
@SchoolofSheets19 күн бұрын
You're welcome! Thank you for commenting! :)
@bri-il1td8 ай бұрын
I am looking forward to trying this! Thanks so much for this simple tutorial.
@SchoolofSheets8 ай бұрын
Thanks! Let me know how it goes :)
@cottagekeeper8 ай бұрын
Is there a way to save all the previous versions of the document? For example: Original Client Contract, but down the road we have 3 or 4 change orders to that contract. We need to keep each iteration of the PDF as a historical record.
@SchoolofSheets8 ай бұрын
Yes! This is actually a built in feature. If you generate the same document multiple times in the same row it will have a V# and you can click that to open the history. See these resources for more info help.smartsheet.com/articles/2481651-generate-documents-from-sheet-data help.smartsheet.com/articles/518404-deleting-editing-versioning-attachments
@kyle__52049 ай бұрын
OMG, why can't Smartsheet simply provide a "remove duplicate" command like the Excel does? As Excel had such function for over a decade. This is so dumb! If it would take this much time just to rid of duplicates, Smartsheet should be re-named as Dumbsheet; and we ought to threw this crap out of window altogether.
@catherinemayaguado449210 ай бұрын
How do you modify the email format, color and how to add buttons like open requests?
@SchoolofSheets19 күн бұрын
There is very limited formatting options in automations. The "open requests" is built into update requests specifically.
@trankimkhanh405010 ай бұрын
I am a beginner in smartsheet. Thank you.
@SchoolofSheets10 ай бұрын
Happy to help!
@deepanshusharma563011 ай бұрын
a) How can I check if the user has submitted the form 48hrs ago? b) Is there any way, we can identify the if the user has submitted the form request without third part app
@deepanshusharma563011 ай бұрын
I used an automation and put the condition if created by column is in the last two days
@SchoolofSheets11 ай бұрын
Are you referring to a standard web form (one that creates a new row) or an update request form (one that modifies an existing row). The answer will be different depending on which option as well as what else may happen in your Sheet. For a standard web form, you could certainly use the Date Created column. You could more easily visualize this with a separate column that has a formula and can check a box or something visual if the form was submitted within 2 days. Be careful with the created column though as anything submitted after 5PM (honestly I forget if it is based on your account time zone or PST which is where Smartsheet is based) will be considered to be the following day. There is an option in web forms to make users sign into Smartsheet to submit it. This is the only foolproof way to see who submitted a form.
@deepanshusharma563011 ай бұрын
Yes, exactly the same way I did a set up. However I put the condition as in the next 2 days. I have to make sure that user's request must passed the 48 hours then the action should be take place
@deepanshusharma563011 ай бұрын
Is there a way, may be with some formula or automation can we replace the last status with current status in Smartsheet, so that everytime, I update the current status, the last status should takes the previous current value?
@SchoolofSheets11 ай бұрын
Yes there are a few ways to do this. If your Statuses always go in order (e.g., Status 1, Status 2, Status n-1, Status n) you could use a formula in the "Last Status" that reads "Status" and displays the previous option, something like: IF(Status@row="Status 2", "Status 1", IF(Status@row = "Status 3", "Status 2", {{additional IF() statements as needed}}. If your Statuses can go in a variable order and are not predictable (i.e., From 1, to 2, back to 1, to 3) you could: 1. Set up a copy row automation to a different Sheet every time "Status" changes 2. Use a cross sheet formula in your "Last Status" column that looks at the destination Sheet of the above automation. You would use a formula that takes in the 2nd most recent option (since the most recent option will be the same data). I've never actually done this exact use case (i.e., pulling the 2nd most recent), but I would start by trying something using INDEX(), perhaps INDEX(MATCH()), a variation of MAX(COLLECT()) with some adjustment. So I'm sure this could be done but it would take some creativity to get a formula that will do exactly this. If you added a step before modifying "Status" that triggered the copy row automation this would make the formula a lot simpler as you could just use a MAX(COLLECT()) with no need to adjust. I prefer to use less manual steps and more automation but the choice is yours!
@deepanshusharma563011 ай бұрын
Thanks sir, Great help Can I have your contact info.
@SchoolofSheets11 ай бұрын
@@deepanshusharma5630 Happy to help! For consulting inquiries please go to schoolofsheets.com/workwithus
@miguelhidalgo937211 ай бұрын
Oh my! You solved a problem for me. What is so frustrating is that you made it look so easy-to-use compared to others who make it so complex. Thank you.
@SchoolofSheets11 ай бұрын
Thank you! Like Einsten said, "Science should be as simple as possible, no simpler."
@deepanshusharma5630 Жыл бұрын
Hi, Can we remove the weekends from Gantt view of Smartsheet?
@SchoolofSheets Жыл бұрын
Hey there! Unfortunately I don't think it's possible. You can reposition the order of the days (which one appears first) by going into the project settings. It might look better to make Monday the start of the week rather than Sunday, but that's about all you can do with it.
@user-jp2tl2xx5q Жыл бұрын
This was a tricky one - I scoured the internet for this solution and finally found it in this video. Thank you Dan & School of Sheets!
@SchoolofSheets Жыл бұрын
This one took my by surprise as well how complicated it ended up being to get the entire workflow, but the nice thing is once you set it up it is good to! Thanks for the comment :)
@dreamscape9739 Жыл бұрын
Excellent tutorial. Thanks for posting!👍
@SchoolofSheets Жыл бұрын
Thanks for the great feedback!
@HaydeeZ Жыл бұрын
If you have a field with an email in that field can we send an email to that email for that row and info from that row..
@SchoolofSheets Жыл бұрын
Automations are always sent out with row specific data. When you create an automated workflow that gets sent to an email (e.g., notification, update request, approval workflow) there are a few options you can select from regarding who the email will be sent to. One of these is to send it to a contact in a cell, and this is what you would select to get the outcome you've requested. You also have the option to select what information from the row (which columns) to include. This is shown in a follow up video you can find at kzbin.info/www/bejne/nWrIkqNues95iqs
@SchoolofSheets Жыл бұрын
Thanks for watching! Comment your questions and/or requests for follow up videos below!!! *Try Smartsheet free for 30-days | www.schoolofsheets.com/TrySmartsheetFree *Want to work with us? Fill out our new client interest form | www.schoolofsheets.com/WorkWithUs *Learn more about us | www.schoolofsheets.com
@jairom.lopeztapia2251 Жыл бұрын
I´ll be looking for this all my time in job. Thanks! Now, how can i copy a @cell from a sheet in another automatically?
@SchoolofSheets Жыл бұрын
I'm not entirely sure what you are asking. I believe you are asking if you can copy a cell formula that includes @cell within the formula reference criteria? If that is the case I would simply test a move or copy row automation and see if your formula populates in your destination Sheet. If the formula you are using can function as a column formula I would use the exact same formula in both the source and destination Sheets and it will function the same way. If this is not what you are asking feel free to reply with clarifying information so I can give a better answer.
@jairom.lopeztapia2251 Жыл бұрын
@@SchoolofSheets Thanks to respond. I mean a kind of link between cells from different sheets but automatically.
@SchoolofSheets Жыл бұрын
@@jairom.lopeztapia2251 To automatically create a link between cells I'd suggest using an INDEX(MATCH()) formula or the premium application DataMesh. The best solutions will depend on what you are trying to accomplish specifically.
@broderp Жыл бұрын
No one seems to utilize the RED, YELLOW, GREEN and BLUE Icons for Project health. I'm trying to get a IF statement to use all 4 colors based on Dates and Percentage of project completion.
@SchoolofSheets Жыл бұрын
I believe you are wondering how to write a formula that will display the colored Project Health icons. This is actually very doable and is doable in any symbol column. The first thing to understand is every symbol has a text value associated with it. For the Health icons these are: "Red", "Yellow", "Blue", "Green" and "Grey". Note it is not possible to use all of these at the same time since you are limited several options with 3-4 choices. You can figure out the text value of any symbol by populating a cell with a symbol and then making a formula in a separate Text/Number column that equals the cell with the symbol in it. So to use a formula that will output Project Health Icons: 1. Create a symbol column and select the Project Health icon set you want to use, 2. Write your formula in such a way that the output values correspond to the text value of the icon you want to display, for example "Red". And you need to include the quotes since this a text value AND it needs to be capitalized (I am 95% sure). For example, let's say you have a sheet with columns titled: 1. Name (text/number) 2. Status (strict single select dropdown with options "Completed", "On Track", "Overdue", "Not Started") 3. Health (RYGB icons) And let's say you want the "Health" icon to change colors based on what is selected in the "Status" column as follows: 1. Completed = Blue 2. On Track = Green 3. Overdue = Red 4. Not Started = Yellow The formula in the "Health" column would be: IF(Status@row="Completed", "Blue", IF(Status@row="On Track", "Green", If(Status@row="Overdue", "Red", IF(Status@row="On Hold", "Yellow)))) You could also make a version of this formula that defaults the column to a Yellow Symbol if no value is selected by using IF(Status@row="Completed", "Blue", IF(Status@row="On Track", "Green", If(Status@row="Overdue", "Red", "Yellow"))) Note that I am writing this formula off the top of my head without a Sheet so there might be some minor typos that cause an error, but this is the general strategy for using formulas in symbol columns to output symbols based on logical statements.
@christinecao4803 Жыл бұрын
I followed step by step and everything (formulas) all worked until I ran the workflow to "Move" the rows where "REMOVE" checkbox was checked. The workflow wiped out/cleared the entire sheet including all the formulas I created following your instructions. Any reason why? it moved EVERYTHING over, even those rows where the REMOVE checkbox was NOT checked.
@samueltesfai6338 Жыл бұрын
One of the best sheets i ve probably seen on youtube. Chapeu to you
@SchoolofSheets19 күн бұрын
Thank you so much!
@GreenHempMathalie Жыл бұрын
cool that smart sheets has that option! i’m new to smart sheets does it work in reverse? like customer fills out form then can upload that data into smart sheets? and have the form attached - sorry if that’s a dumb question… just curious is all
@SchoolofSheets Жыл бұрын
Smartsheet is the COOLEST! The reverse is kind of possible. Not exactly as in you cannot literally have a document used to populate data into a Sheet. However, you could create a web form that someone could fill it and this would populate a Sheet. For example, I have one for potential new clients which you can see at schoolofsheets.com/workwithus. In this case, the form itself would not be attached it would just populate a Sheet. You could best accomplish what you are describing by: 1) Having someone fill out a web form to capture the data you want, 2) Having an automation set up to put the information you got into a PDF (shown in this video kzbin.info/www/bejne/jHaQgK13dq6maNU). The end result of this would be a row in a Smartsheet Sheet with a document attached containing the information from your form.
@GreenHempMathalie Жыл бұрын
@@SchoolofSheets thanks so much! and thanks for the quick response!
@genesiasheree Жыл бұрын
Can you just create a colum that includes checkmark to reflect what row has been duplicated and I'm assuming that's a formula and once that has been generated then can you just create a automation that's delete row or move row to another sheet?
@SchoolofSheets Жыл бұрын
I'm assuming you are asking if you can do all of this in a single checkbox column. Possibly, it would be an extremely complex formula and might not even work. The challenge is to flag all but ONE duplicate. It's easy to do what you described (it's in this video) but it will remove all values leaving you with nothing. Also, you cannot delete rows via SS automation hence the need to move them to another Sheet as shown here.
@ayojasss Жыл бұрын
I need to get data into a sheet via a form WITHOUT creating 1000 columns. I am trying to build a form that intakes heavy equipment request. Unfortunately each field populates a column. I would like for the team to be able to submit 20+ request on one form submission. Is there a way to move columns into rows?
@SchoolofSheets Жыл бұрын
This is not a question I would be able to answer without looking at your process, but there is very likely a way to handle a large volume of requests. There is a Pivot app you might use to "move columns into rows." There might be potential with automations, form logic, different column types as well to manage the workflow. Also, the column limit in a Sheet is 400 so you would not be able to create 1,000 even if you did want to.
@sgd0083 Жыл бұрын
Hi, i saw that when u changed the % of completion, the symbol on the Status column changed colour. May i know how to do this?
@SchoolofSheets Жыл бұрын
You can use an IF() formula to change symbol columns based on values in other columns. For example, something like the below formula will turn the RYGB symbol column Blue if $ Complete is 100, Green if it is greater than 0, and Yellow if it is 0: =IF([% Complete]@row=1, "Blue", IF([% Complete]@row > 0, "Green", IF([% Complete]@row = 0, "Yellow"))) This is a simple example but you can make it change based on a number of conditions and control for things like bad data, blanks, etc.
@eshmaisАй бұрын
@@SchoolofSheets thank you for this formula. How can I modify it to accept ranges like you said in your video clip? for example if % Complete between 50% and 70% I want to show the yellow symbol and if greater than 70% green, and less than 50% yellow, and if zero show red
@eshmaisАй бұрын
I did this formula but I get (#UNPAREABLE) =IF(Progress@row = 1, "Blue", IF(Progress@row >= 0.5, "Green", IF(And(Progress@row < 0.5, Progress@row > 0), "Yellow"), IF(Progress@row = 0, "Red")))))
@SchoolofSheets28 күн бұрын
@@eshmais You mention wanting "Yellow" to appear if % Complete is both between 50-70% as well as less than 50% which would be captured by simply being less than 70%. Did you want a different color for one of these options? Anyways, as requested this would work: =IF([% Complete]@row = 0 , "Red", IF([% Complete]@row < .7, "Yellow", IF([% Complete]@row >= .7, "Green")))
@jayjpatel2 Жыл бұрын
Great video - I wonder why I do not have option to customize how the automation are send out.
@SchoolofSheets Жыл бұрын
You might need to sign up for the Smartsheet early adopter program. Smartsheet.com/eap
@dirkkemp9080 Жыл бұрын
Thanks Dan. 🙏I hadn’t appreciated that the attachment of a document to a notification was only available if you are asking for an update to a row. Still it’s useful to know; but we should probably try to motivate Smartsheet to make it possible to attach documents to certain other alerts or notifications as well. Keep up the good work! 👍
@SchoolofSheets Жыл бұрын
It is one of those seemingly simple things - Smartsheet chose the behavior to only include attachments that are part of the triggering conditions of the notification. So standard notifications *can* include documents but this is only some of the time and might not be all of the documents attached to a given row.
@dirkkemp9080 Жыл бұрын
@@SchoolofSheets Thanks for the warning
@willjeffords Жыл бұрын
This is cool and useful - thank you! I'm guessing that I'm limited to only using where ALL the attachments associated with any row are going to be accessible in the update request right? Here's what I mean...I'm about to use this for HR Onboarding and I have a Roster Master where tons of attachments are on each row (each Employee). I only want to send 1-5 specific docs in this cool workflow without exposing all the docs that are on any row. I'm going to have to probably generate a data shuttle fed sheet for this purpose outside my Roster Master, is that correct? Or is there some way to limit what attachments one of these workflows sends?
@SchoolofSheets Жыл бұрын
Yes - you cannot select a subset of documents to send out in your notifications/update requests. You would need a different Sheet structure (e.g., each row is one Employee) to accomplish this or perhaps house your documents in a different program more designed for file management.
@Jc189815 Жыл бұрын
Here’s a good one for ya 😅 I’m struggling trying to come up with a workflow for an exception tracking/new account audit…. I have a “pretty” audit review form/checklist in pdf and xls versions, that I want to pre-populate about 7 columns per row, from a data set I will load onto the sheet. (customer name. Account # etc.) if I used document generator to create a fillable pdf don’t think it will work, because I need the checklist document that generates to be able to speak back to the sheet with the results… (we do have docusign and teams integration with smartsheet, if that helps.) so basically I’d have a list of criteria on the document with a checkbox and field for description of any errors that I need the results to populate onto the other columns of the row, that i will map to the respective field on the document. Or would it be better (or even possible) to build a smartsheet form from the sheet that is already partially populated with row data from a few columns and the remaining columns need to be collected so that it fills in on the sheet. If that’s possible… Would I then just automate an update request to the reviewer that sends a link to the form, for each line item? (The team doesn’t love smartsheet like I do, they prefer paper checklists or a fillable pdf but we need to automate this for better tracking.) thanks!