Generate Documents from Row Report

Jay Nutter

When using Generate Documents from a Row Report designed to contain the fields that are mapped to the fillable PDF. The only option is to download the form, attach to row has a the null icon for a hover bubble. In our use case we use a row report to ensure that all fields to be included in the document are complete then we generate the document. My team are admins to the report and I am the owner and none of us are able to attach to row. I do not find any reference to this limitation from the support documentation. Can you please assist?

Genevieve P.

Hi @Jay Nutter

Currently, it is expected that the "attach to row" option is only available if you are generating the Document from the source sheet, versus from a Report. Please let our Product team know about your feedback and feature request by filling in this form, here!

Thank you,

Genevieve