Creating an Automatic Document Generation Workflow in Smartsheet | Smartsheet Tutorial скачать в хорошем качестве

Creating an Automatic Document Generation Workflow in Smartsheet | Smartsheet Tutorial

In this video, learn how to create a cohesive automated workflow by chaining together individual automations. Watch as a Sr. Smartsheet Developer builds a complete workflow that requires a single click of a button to generate a PDF document from your Smartsheet data. Additionally, this workflow features steps that automatically clear the checkbox, record a date, and send an approval request once prompted. ▶️ Original document generator video -    • How to Use Smartsheet Document Builder | S...   🏢 ABOUT SCHOOL OF SHEETS ➔ We are a bespoke consulting firm specializing in developing custom Smartsheet Solutions ➔ We are a Smartsheet Aligned Gold partner with a team of certified consultants and software developers. ➔ We work with businesses of all sizes and industries. ➔ Learn more at http://www.schoolofsheets.com 🤝 WANT TO WORK WITH US? Fill out our new client interest form at https://www.schoolofsheets.com/WorkWi... 📚 KEY RESOURCES ➔ Try Smartsheet free for 30-days http://www.schoolofsheets.com/TrySmar... 🔔 SUBSCRIBE FOR MORE GREAT CONTENT 👉    / @schoolofsheets   ⌚ TIMESTAMPS 00:00 – Intro 00:30 – Topics That Will Be Covered 01:30 – Setting Up Our Sample Data and Sheet 02:30 – Generating a Document Manually 03:00 – Setting Up the Automation to Generate a PDF with a Check Box 05:24 – Testing Out the Generate PDF Automation 06:45 – Creating a Separate Automation to UnCheck the Generate Document Column 10:20 –Testing The UnCheck Automation 11:00 – Outro #smartsheet #documentbuilder #pdf #automation