Using Document Builder as a Merging Tool

aschneiderheinze1025

I use a sheet to collect form responses for a series of workshops to be offered throughout the year. I am thinking the answer is No, but is there a way to use the Document Generator to create a single document that merges information from multiple rows? For example, I want to generate a document with information in columns from all workshops offered in a particular month to share with a vendor who generates our brochure.

The single document would then include information (across multiple columns in the sheet) about each workshop (in individual rows in the sheet).

If that's not possible, what would be the best alternative to then share with an external vendor? I was thinking a published report, but the information would still be across columns, which wouldn't be as easy to see than if it was in a merged document.

Darren Mullen

@aschneiderheinze1025 Correct, you can't merge multiple rows directly with document builder. Unless you create another sheet that aggregates the data on a single row.

Otherwise, there are MANY ways to do this if you're ok using an integration with Smartsheet, such as a fit for purpose add-on or using something like Power Automate.