How to Use SmartSuite Document Designer

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  • Опубликовано: 21 янв 2025

Комментарии • 8

  • @puturro
    @puturro Год назад +1

    Cool! but it's still not quite clear how I can see the document of an exact record of the table. Do I check the checkbox and then hit the Document button? I don't want to click on the left/right arrows of the document to find the exact one! thanks

  • @alexistoica
    @alexistoica Год назад +1

    Can we send this doc in email automations?

  • @fred3853
    @fred3853 5 месяцев назад

    Hello, I only have 4 days left of Smartsuite trial. I have to decide which tool will be best for my business and Smartsuite is very good but I have difficulties with the formulas and I am not an expert. My problem for 2 days is the following:
    I would like to multiply 2 fields of my table, the first is the result of this formula: " [Total Morning] + [Total PM] + [Total Evening]" (in number) and the second is a sum (currency) coming from another table. On airtable I write in the following way and it works perfectly: [Total day] * [Rate].
    Do you know why it does not work with Smartsuite? and why is it so complicated to write such a simple formula?
    Thank you dear friends

  • @rodrigo13121962
    @rodrigo13121962 7 месяцев назад

    Nice stuff

  • @GuyReactsChannel
    @GuyReactsChannel Год назад

    Is there a way to generate custom designed reports from a solution/table in smartsuite? This document designer looks cool, but it's only one page. What if I wanted to generate a multipage report, or a pdf that is very long, and contains a summary of 10 projects, with relevant information from those 10 projects ?

    • @jondarbyshire
      @jondarbyshire Год назад

      The doc designer supports multiple pages and many customers use this for the creation of contracts. Happy to share more information if needed.

    • @GuyReactsChannel
      @GuyReactsChannel Год назад +1

      @@jondarbyshire is there a video that shows how to do the multipage report?

    • @cottagekeeper
      @cottagekeeper 11 месяцев назад

      @@jondarbyshire Please show us a tutorial. I want to create contracts, so if I selected a client it will populate all their contract details. SmartSuite may think this is intuitive but I don't find it intuitive. Thanks for your support!