Step 2: Insert the column value placeholder

To insert a single value from a specific column, use the <<column_firstrow:COLUMN LABEL>> placeholder anywhere in your document template, where “COLUMN LABEL” should be replaced with the name of your column. 

Examples:

• If your column name is “Address”, you should insert the placeholder as follows:
  <<column_firstrow:Address>>
• If your column name is “Applicant Name”, you should insert the placeholder as follows:
  <<column_firstrow:Applicant Name>>

If you are generating documents using a button integration, a status integration, or a date integration, the <<column_firstrow>> placeholder will insert the value from the same row that triggered the integration, such as clicking on the button or changing the status or reaching the date on that specific row.

If you are generating documents by clicking on the green "Generate document" button on the DocuGen view, the <<column_firstrow>> placeholder will insert the value from the first row it finds in your board after applying filters, if any. More on selecting specific rows here.

 Special Case: if you want to insert the value from the very first column on your board (which does not have a column label), use “Item” for the column name: <<column_firstrow:Item>>

More information:

1. Generate a document from a specific row
2. Full list of placeholders