Vasken Bakalian
Vasken Bakalian
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ย ยทย SmartSuite Implementation Partner | Certified Consultant

Can't Clone a SmartDoc to another App with Automation

We have an app called Templates that stores document templates in a SmartDoc field

When a job is created, we need a Copy/Clone of the template document cloned on the job record.

We have a junction table called Job Forms (not JotForms ๐Ÿ˜) where the user lists what documents are needed for a job.

However have a blocker in every method tried.

1) Can't Lookup a smartdoc


2) Dot notation in formulas won't show the SmartDoc field
3) Can't use the dot notation in automation as well


Any ideas? suggestions? any other workaround to achieve this?


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