Document Builder with Parent/ Child rows
Hello All
I wish to use all the data in my Parent/Child rows in one document using Document Builder. Is it possible? My 'families' of rows vary in number. Because of the formatting requirements that are necessary in the final output, a smartsheet report to simply pull the information is not an option. Here is an example of source data
This source data is used to produce a small label for the solution container. I need the production of the label to be a simple operation for the end user.
Many thanks
Kelly
Best Answer
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Hi @KDM
I hope you're well and safe!
Unfortunately, You'd need to collect all that should be included in one row.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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.
Answers
-
Hi @KDM
I hope you're well and safe!
Unfortunately, You'd need to collect all that should be included in one row.
Would that work/help?
I hope that helps!
Be safe and have a fantastic weekend!
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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Hey Andrée
That's what I thought- I was hoping I had overlooked something. I'll have to think more on a single row but it will be very difficult to replicate all the columns of information (I only showed a few ) so that every child component could be represented on a single row. In reality, I think 4, maybe 5 child rows is the max. 2-3 is the norm. If you have any ideas, I always welcome new ways of doing something
Hmm, I just thought using JOIN(COLLECT)- that's a thought
Thanks for your time. Stay well
Kelly
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Happy to help!
Yes, JOIN(COLLECT) would be good if it's all in one field.
I'm working on a client solution when the information will be in one sheet and then selected (linked) in another for the Document Builder.
I'll let you know if I think of something else.
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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