Portant Workflow Data Grouping

Updated on:
September 1, 2022

Portant Workflow can group data within your source spreadsheet and place it into tables within your document. If your source spreadsheet contains multiple rows that should be grouped and inserted into one table then this is the feature for you. A good example use case is when you need to include multiple Google Sheet rows into an invoice template or purchase order.

If you need to use this feature your source spreadsheet will normally have rows which are grouped together like the example below.

You can easily place a data merge table into a document in a few easy steps:

Step 1

Open the Google Sheet Source Block, then the advanced options. Then select the column the table data will be grouped by. This column needs to be unique (e.g. no columns which are named Invoice Number and Invoice No. with the same data in the column.

Step 2

Add or open the document block and insert a table into the document (Insert > Table).

Then add the tags into the table. These are the tags of the data that will have multiple lines per document. Please ensure the tags are only added on one row.

Optional: You can add header and footer rows to the top and bottom rows of the table and format as appropriate. The additional rows will only be placed immediately after the row with tags.

Step 3

After you have set up the grouping and other document settings (e.g. Document name, pdf or email etc) you can click the Create Documents button, and voila!, invoices will be made including tables with multiple lines from the spreadsheet source!

Feedback and feature suggestions

We created Portant only a few months ago, so any feedback or suggestions you have for us would be greatly appreciated. Please feel free to send us an email at contact@portant.co or use our contact form here: https://www.portant.co/support

Thanks,

Blake and James

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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