Document Builder: Create an appendable table

Pestomania · 05/10/24

I am trying to develop a table that imports into a document.

Data: Employee Name, phone number, email

Data is updated every week and there could be more or less employees.

How can I make it to where the document just adds the data until it runs out? If I create a fillable pdf, the formatting does not allow for an table to continue to grow based on data.

Andrée Starå · 05/17/24

https://community.smartsheet.com/discussion/comment/436073#Comment_436073

Unfortunately, you're correct. We would either need to make the field bigger to accommodate this or have different Document Builder configs depending on its size.

Make sense?

Would that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Andrée Starå · 05/15/24

https://community.smartsheet.com/discussion/121785/document-builder-create-an-appendable-table

Hi,

I hope you're well and safe!

You could use a so-called helper column or columns to have the data append in a cell.

Would that work/help?

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 support the Community by marking it Insightful/Vote Up, Awesome, or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Pestomania · 05/15/24

Hi, Andree, I am unsure if that would work. The helper column would break down the data, but whenever I want to add it to the document, the document itself will not grow, right? Let's say one department needs 15 rows and another department needs 1000 rows. If the document won't expand, the text would only get smaller, correct?

A word document is able to push data further down in the document to make room, but document builder uses pdf form filler, meaning it would not be able to do that?

https://community.smartsheet.com/discussion/comment/436038#Comment_436038

Andrée Starå · 05/17/24

https://community.smartsheet.com/discussion/comment/436073#Comment_436073

Unfortunately, you're correct. We would either need to make the field bigger to accommodate this or have different Document Builder configs depending on its size.

Make sense?

Would that work/help?

✅Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Pestomania · 05/17/24

https://community.smartsheet.com/discussion/comment/436526#Comment_436526

thank you Andree. What I figure i will end up having to do is develop the document externally to smartsheet and then use smartsheet for the tracking, approvals, etc workflow.

Andrée Starå · 05/17/24

https://community.smartsheet.com/discussion/comment/436566#Comment_436566

Happy to help!

Yes, that's another option.

✅ Remember! Did my post(s) help or answer your question or solve your problem? Please support the Community by marking it Insightful/Vote Up/Awesome or/and as the accepted answer. It will make it easier for others to find a solution or help to answer!

Document Builder: Create an appendable table

Best Answer

Answers

Categories