Multiple Items to DocuGen

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I have a Statement of Work workflow where I have multiple Items (with subitems) that I will add to a group. From here, I want to be able to add each item and it’s subitems to one document with DocuGen. Is this possible? So far I’ve only seen the ability to generate document from a button/status on one item.

For my SOW, I would like to add an item (milestone) and subitems (tasks of milestone) multiple times.

Any help would be greatly appreciated!

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Hello,

I understand how valuable it would be to generate a document using DocuGen that includes both an item and its subitems within your Statement of Work (SOW) workflow.

Using the <<subitems_header>> and <<subitems_body>> placeholders in your document template, you can have DocuGen insert the subitems from your board, specifically the subitems belonging to the row that generated the document.

You can also:

  1. Style the subitem columns and rows in your document
  2. Insert images from your subitems

However, if you you need any more help would like to discuss implementing this, our team of developers is adept at creating custom solutions and integrations to enhance the functionality of monday.com. Feel free to reach me at omid@rallyessentials.com

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