Filter your data by specific rows

Sometimes you may want to generate documents that contain specific rows from your board. There are two ways you can achieve this:

Use filters

This is quick and easy, and best used when you have a small number of rows in your board.

Using the built-in filter button, you can select individual rows from your board. Just click on the “Filter” button at the top of the DocuGen view, then select the rows you would like to include in your document from the “Name” (second) column in the filter dialog box. That’s it! Just make sure you use a split view so that you can see the results of your filter in real time.

Use a checkbox column

This is a great way to select specific rows when you have a large number of rows in your board.

All you have to do is add a checkbox column and use it as the filter criteria:

  1. Go to your board’s main table view
  2. Add a new “checkbox” column anywhere (you will need to go to the Column Center and search for the checkbox column type)
  3. Go to the DocuGen view
  4. Click on the filter button at the top of the view and select the checkbox column as your filter criteria (you can choose either the checked rows or the unchecked ones)

That’s it! If you click on the “Generate document” button, your document will only contain the rows with a checked value.

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