Sometimes you may want to generate documents that contain a table using specific rows from your board.
Examples:
- You have a board containing invoice line items in 10 rows, but you would like to generate a table of just three rows belonging to a specific client.
- You have a board containing sales quotes organized by groups, and you would like to generate a table containing rows from a specific group.
There are two ways you can achieve this:
Use filters
This is quick and easy, and best used when you have a small number of rows in your board.
- Make sure you are on the DocuGen board view (not on a DocuGen item view)
- Click on the gear icon at the top right corner of the screen and select "Split View"
- Using the built-in monday.com filter button, you can select individual rows from your board. Just click on the “Filter” button at the top of the DocuGen view, then select the rows you would like to include in your document from the “Name” (second) column in the filter dialog box. Once done filtering, click on the button "Generate document".
You can also filter by group or any other columns on your board.
Use a checkbox column
This is a great way to select specific rows when you have a large number of rows in your board.
All you have to do is add a checkbox column and use it as the filter criteria:
- Go to your board’s main table view
- Add a new “checkbox” column anywhere (you will need to go to the Column Center and search for the checkbox column type)
- Go to the DocuGen view
- Click on the monday.com filter button at the top of the view and select the checkbox column as your filter criteria (you can choose either the checked rows or the unchecked ones)
That’s it! If you click on the “Generate document” button, your document will only contain the rows with a checked value.
Comments
1 comment
I'm using the instructions to generate documents containing a specific group or specific row from a board. We have a list of items we need to generate regularly, one item per row (not subitems).
Each attempt generates the last item in the list, not the first, and nothing more.
The items are generated from a form, which defaults to "Incoming Form Response." Adding a "Name" doesn't work for the form though we are looking at options on how to force our staff to generate a "unique" name.
1. I've tried the checkbox method.
2. I tried a variety of filters using the split view:
A. Filtering by group.
B. Filtering by Status.
C. Filtering by Status and Date.
D. Filtering by Date.
E. Manually changing the 10 items Item Name to a unique name. None of these options change the results of the generated document. It still pulls the last one on the list.
The template is this: <strong><<column_firstrow:Event Date>> - <<column_firstrow:Event Title>> - <<column_firstrow:Team Name>> on <<column_firstrow:Platform>>:</strong> <<column_firstrow:Event Description (Long)>>. <<column_firstrow:Team Statement>> Join the team when they meet on the <<column_firstrow:Weeks>> of the month on <<column_firstrow:Day>>.
This is our first run at DocuGen and our second is well into the planning stage for our small non-profit, and much more complicated - generated grant documents - so we are eager to figure this out. Thank you!
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