Data Merge Settings for Trello Sources

Updated on:
May 20, 2022

After you have customised the format of your document and added your tags, the next thing to do is set-up your Data Merge Settings. This is where you can edit how the Data Merge Automation will run and filter the data Portant will use to make the outputs.

In this article you’ll learn how to:

  1. Filter the data used for the Data Merge
  2. Attaching the outputs onto source cards

Filter the data used for the Data Merge

There are two different data filters possible with Trello. These are:

  • Entire Board - This creates documents for every card on the Trello board selected.
  • Column selection - This setting enables you to select a board column to make documents from. It will make documents for all cards in the column selected

Attaching the outputs onto source cards

A powerful option possible with Trello sources is to attach the output document back onto the card that was used to create it. You can do this by selecting the checkbox in the Data Merge box called 'Attach outputs to Trello card'

Feedback and feature suggestions

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More than mail merge

You can do a lot more than just mail merge with Portant. Portant is a fully-fledged online document automation solution that can optimise many different document flows. You can use our online document automation platform to optimise your repetitive work, so you can get back to doing the work you enjoy.

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