Automation: Generate a Document (Mapping to Sheet ROWS vs. a Column)???
We would like to map a document (from Generate a Document via Automation) to a Sheet with data in ROWS vs. columns. Is that even possible...seems like we are trying to do something it is not designed to do.
So in this example it is Project Name, Number, Description, Type, Region, etc.....
Any/all assistance is appreciated, thanks.
Answers
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Yeah nah, you cant do that.
As a work around you need to build a 'document generation' sheet and map your data from your source sheet into a single row into the 'document generation' sheet, either through indexing or linking.
Good luck!
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Hi @Bangert
I hope you're well and safe!
Unfortunately, it's not possible now to use Document Builder on multiple rows, but it's an excellent idea!
Here's a possible workaround or workarounds
- Have a row in the same sheet where you collect the data from the rows in so-called helper columns.
- Have the data collected in another sheet with cross-sheet formulas.
Would any of those options work/help?
I hope that helps!
Be safe, and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
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