You can insert tables in your documents using one of two ways:
- When you generate a document without specifying a template in the DocuGen Settings
- When you use a template that contains the <<table_start>> placeholder
In all cases, please bear in mind the following considerations related to tables.
DocuGen allows you to format the generated tables in many ways. Check out this article for more details.
All columns will be of equal width. There is currently no way to change this except by generating the document in Word format and editing manually once it's created.
- If you generate a document using the green "Generate document" button inside the DocuGen view
... then the table rows will be in the same order as your board items were created. If you rearrange the items on your board, the generated table in your document will not be rearranged accordingly; instead, it will continue to display rows in the order they were created in your board.
- If you generate a document using an integration recipe (button, status, etc.), the table rows will be in the same order as they appear on your board. If you rearrange the items on your board, the generate table in your document will have the rows re-arranged accordingly.
Placement of Placeholder
Don't insert the <<table_start>> placeholder inside any of the following elements as it may cause unexpected results:
- Another table (table inside table)
- A text box, drawing, Word Art, etc.
- The <<table_start>> placeholder must be the only content of the paragraph where it's located in your document template. If you insert <<table_start>> inline with other text, the other text will be removed when the document is generated.