Great video. Thanks for this info. How would this work if a customer has multiple products in the same order but you want to combined those in a single PDF. Similar to a Child-Parent format in a pivot table. Could this work with document builder?
Hi Shannon - Document Builder works off a single row, so yes, if you can get the children into the parent row, then you are set. Have a look at my invoicing video... that's the very scenario.
Absolutely. There's a field for the output document name. If you want to combine data from various fields, create a new column and use the Item1@row + "-" + Item2@row for example
