Using the <<subitems_header>> and <<subitems_body>> placeholders in your document template, you can have DocuGen insert the subitems from your board, specifically the subitems belonging to the row that generated the document.
Example: Suppose your board has subitems with many columns, but you would like to display just four of those. You will need to go to the DocuGen view and tick the checkboxes for the four columns under the section 'Subitems styling':
Then copy the table immediately above this list:
... and paste it into your document template:
You can also style the table as you wish, for example by changing the font, styling (bold, italic, etc.), text color, cell shading, text alignment, column widths, etc.:
More:
- Style the subitem columns and rows in your document
- Insert images from your subitems
Comments
5 comments
Would be nice if you could include al subitems from a board...
example.
boards main items are a checklist for a construction and subitems are materials used for each main item... i whant to gen a list of materials used...
Thanks for the suggestion, Natanael!
I will drop you a word by email.
Is there a way to sort the subitems table?
Now the order is not the same order as the one we se in Monday and we cannot see any way to set it. Looks like is sorting by the latest modified subitem at the end of the table.
Thanks for your help!
Thank you for the question, Cristina!
Please be informed that when you generate a document containing a table of items or subitems, the table rows will be in the same order as your board items (or subitems) were created. If you rearrange the items/subitems 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.
This is a limitation we are working on resolving and once this gets implemented we will surely let you know!
Hello.
Is there any update regarding this sorting issue. This is still a big problem for us.
Thanks!
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