Pandadoc Table Creation from Monday.com Subitems

How To
1

What are you trying to achieve?

I’m trying to create a table in my Pandadoc Propsal from the subitems in my monday.com board

Steps taken so far

everything is working except the table only selects ONE subitems instead of collection and adding them all

2

Hi @Anne_GreenLlamas

  1. You should iterate over all subitems using the Iterator module and aggregate them into an array.
    image
    image627×327 22.7 KB

    image
    image1001×298 26.3 KB
  2. Map an array to the Section Rows field (activate Map).
    image
    image656×418 28.3 KB
  3. Specify the target structure in the array aggregator and map the required variables.
    image
    image624×683 49.7 KB

    image
    image606×573 24.9 KB
3

Thank you so much. I must have tried every option but the one you suggested, and it has worked perfectly.

Do you have any idea how to split items into different pricing tables or, ideally, a quote builder? I have rental items for one section and one-off installation items for another. Your assistance would be greatly appreciated.

4

Hi @GlennWilson
You should generate two separate arrays for each item type (e.g. filter them by a custom field value) and map them to the related pricing table sections.

1 Like