Document Builder - Mailing Address
Hi!
I need to be able to pull data from multiple columns to make a single mailing address field in Document Builder.
Example:
Column 1 = Client Name
Column 2 = Client Street Address
Column 3 = City
Column 4 = State
Column 5 = Zip
And I need it to look like a real mailing address
Client Name
Client Street Address
City, State Zip
Everything I've done returns something like"
Client Name Client Street Address City, State Zip
All on one line. I need it to have those carriage returns so the shipping department can copy and paste into a mailing label.
Answers
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What formula are you using?
Can you describe your process in more detail and maybe share the sheet(s)/copies of the sheet(s) or some screenshots? (Delete/replace any confidential/sensitive information before sharing) That would make it easier to help. (share too, andree@workbold.com)
I hope that helps!
Be safe and have a fantastic week!
Best,
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
✅Did my post(s) help or answer your question or solve your problem? Please help the Community by marking it as the accepted answer/helpful. It will make it easier for others to find a solution or help to answer!
SMARTSHEET EXPERT CONSULTANT & PARTNER
Andrée Starå | Workflow Consultant / CEO @ WORK BOLD
W: www.workbold.com | E:andree@workbold.com | P: +46 (0) - 72 - 510 99 35
Feel free to contact me for help with Smartsheet, integrations, general workflow advice, or anything else.
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Hi there - did you find a solution to this? I want to use document builder to insert text that is in paragraphs or has carriage returns in it and retain that formatting. While I can format the text as I need it in the sheet, it loses the formatting when imported into the PDF and appears all on one line.
Many thanks,
Rich
Rich Coles
Prodactive | Smartsheet-aligned Platinum partners
Check out our Smartsheet-dedicated YouTube channel for tips, tricks and inspiration
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Hi @Jeff Fielder,
I think I understand what you're trying to do - my solution was to create a form field for each line of the address, and then use additional columns in my smartsheet to join the data that should appear on each row.
i.e. smartsheet columns:
Column 1 = Client Name
Column 2 = Client Street Address
Column 3 = City
Column 4 = State
Column 5 = Zip
Column 6 = City@row + ", " + State@row + " " + Zip@row [I used a column formula for this]
Then in the document generator, I created 3 form fields and mapped those to Columns 1, 2, and 6:
Form field 1 = [ Column 1 ]
Form field 2 = [ Column 2 ]
Form field 3 = [ Column 6 ]
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