Subitem Columns

Generate Entity document i.e. show an individual record with subitems in it. As an example while generating invoice of a customer where he has multiple items purchased. Here customer is an entity and items are subitems in the monday board

Lets see how to use Subitems Columns to generate Entity document

  • Step 1 Goto ‘Subitems Columns’ in docotive’s view on monday.com board (goto docotive view -> settings -> Subitem Columns)
  • Step 2 Make changes to following options as per your need
  • Sort sub-items rows in entity documents? Enabling this option lets you sort subitems rows by columns and in your prefered ascending or desending order in your generated entity document
  • Include subitems column headers Enabling this option lets you to display board's column labels as first header row in your generated entity document
  • Selecting Columns names You can select subitems columns available in the board of your choice and those will get displayed in your generated entity document
  • Step 3 Click Save Settings to save the settings made on Table Columns
Image

Here in this example - Subitems are selected in the docotive view and they are being populated in entity template and being displayed in the generated document.

Image
arrow-up icon