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

  • Andrée Starå
    Andrée Starå ✭✭✭✭✭✭

    Hi @Jeff Fielder

    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

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    Andrée Starå | Workflow Consultant / CEO @ WORK BOLD

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  • Rich Coles
    Rich Coles ✭✭✭

    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

  • Paul_J
    Paul_J ✭✭

    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 ]