Plan Availability | All plan types |
Permissions | Solution Managers: Create and configure buttons to open templates. |
Related Reading |
Overview
You can use a formula with a special URL to open a Document Designer template in print mode. Follow these steps to configure this functionality.
Step-by-Step Instructions
1. Create a Document Template
Start by creating a Document Designer template and saving it in your workspace.
2. Get the Document Template ID
To retrieve the ID of the template:
On Mac:
Press Option-Command-I (the "i" character) to open the developer console.
On PC:
Press F12 to open the developer console.
Steps:
Open the developer console and click the Network tab.
If there is any content displayed, click the Clear button to empty the panel.
Open the Table Dropdown Menu in SmartSuite and select the Document Template you want the button to open.
In the developer console, look for an item beginning with
?account=in the Network panel.Click this item, then double-click the ID value after
document_design=on the right side of the panel to copy it to your clipboard.
Tip: This ID is essential for creating the URL formula. Keep it handy!
3. Create a Button Field
Add a new button field to your table. This button will allow users to open the desired Document Template.
4. Select the URL Formula Option
Configure the button field to use the URL Formula option.
Click the Edit Formula button to open the formula editor.
5. Edit the Formula
Paste the Document Template ID value into the formula editor for safekeeping.
Copy and modify the following formula to suit your template:
Replace the placeholders:
DOC-DESIGN-ID: Replace with the Document Template ID value.
ACCOUNT-ID: Replace with your Workspace ID (the 8 characters in the SmartSuite URL after
app.smartsuite.com/).
Example Formula:
Ensure there are no errors in the formula.
Click Apply, then Update Field to save the configuration.
6. Test the Button
Navigate to any record in the table.
Click the newly created button.
A new tab should open, displaying the print preview for the selected Document Template.
Tip: Ensure both the Document Template ID and Workspace ID are correctly configured if the button does not work as expected.
Practical Use Cases and Scenarios
1. Generating Customer Invoices
Scenario: A sales team wants to generate PDF invoices populated with customer details and purchase history.
Solution: Create a button field linked to the invoice Document Template. Use the button to generate invoices for individual customer records.
Outcome: Streamlined invoice generation and improved customer service efficiency.
2. Printing Employee Contracts
Scenario: An HR team needs to quickly generate employment contracts for new hires.
Solution: Link a button field to a Document Template for employment contracts. Use the button to generate contracts for each employee record.
Outcome: Faster onboarding process with automated contract creation.
3. Preparing Project Reports
Scenario: A project manager needs to create summary reports for ongoing projects.
Solution: Set up a button field linked to a project report template. The button generates reports populated with project data for review.
Outcome: Time-efficient reporting with accurate project data.