- Introduction
- Export
- Rich text editor
- Monday Columns and Item data
- Configuration
- Subitems
- (Advanced) Working with nested monday Item data.
- (Advanced) Working with Handlebars
- Limitations
- Coming Soon
1. Introduction
Easy Exporter to Documents for monday.com enables you to export one or multiple items to pdf templates. Easily create your own templates using the rich text editor or select one of the many available in the template store.
The build in text editor has full support for adding images, tables, styling, fonts and many more features. Work in text edit mode or for power users directly in html. Inject monday.com item data with the powerful and popular template langauge handlebars.
2. Export
Pick one of our pre-made templates for easy export of monday data.
- Select Template - Choose a pre-made or user created template
- Select Format - Select PDF or HTML for export
- Select Item/s to export - Pick a single item, a group or all non-archived items in the current monday board.
- Select Item Input- Search through the current board
- Export - Export template. File will be located in the default browser folder
- Edit Template - Switch to the editor view with selected template
- New Template - Switch to the editor view with new default tempalate
3. Rich text editor
Easily edit the template or write new ones using the rich text editor. Add text, images and tables directly or for full control switch to html mode. Drag & drop item data fields from the left panel onto the editor.
To upload an existing template, copy your Word, Excel, Google, Web document and then paste the content into the editor. You will be prompted to keep the formatting or clean the document from unnecessary styling (recommended).
- Button Preview - See the text preview in the editor (based on current selection input)
- Format selector - Select PDF or HTML for export
- Button Export - Generate the full pdf or html content. (Word is coming soon)
-
Current Selection - List of items used during preview and export is
picked during selection.
- Button Save - Save templates inside the monday storage. If, due to browser issues, this is not possible, local browser storage is used as a backup.
- Editor </> - toggle between html code view and text view
4. Monday Columns and Item data
Most monday column types are supported with drag & drop. As an example see below the most common customer fields handlebars. Please note that these columns needs to be manually added to you Main monday board to show up in our editor. If you are missing support for some of your own customer fields please contact us!
- {{col.status}}
- {{col.people}}
- {{col.dropdown}}
- {{col.date}}
- {{meta.name}}
- {{meta.group}}
- {{meta.creator}}
- {{meta.created_at}}
5. Configuration
On the editor page, under cog wheel button, the following configurations are possible:
-
Paper format and orientation - the solution supports the paper formats
a3, a4, a5, letter with portrait or landscape orientation. It is
configured in the Page Setup tab and under the hood it is saved as a
meta tag visible in the editor html mode. Not supported exporting to
Microsoft Word!
<meta format="a4" orientation="landscape">
- Manage templates - Delete an unneeded template to clean up. Please note that to rename a template, save it under a new name and remove the old one.
6. Subitems
Subitems in monday are different from normal items. For example they have a different set of dynamic columns. On the sidebar, see "Single Item Data - Nested item data" to drag these in.
At the moment we are supporting the following subitem fields if they are included in your project:
- Name
- Person
- Status
7. (Advanced) Working with nested monday Item data.
monday fields are not single data points and instead come in shape of lists. Examples of this is updates and subitems.
Our drag and drop logic will simplify the usage of these.
8. (Advanced) Working with Handlebars
Monday item data is injected with the popular template language handlebars. Please see the offical handlebars help section.
Text mode - example add issue name
{{ name }}
Html mode - example add issue name
<!--{{ name }}-->
Some of the supported expressions can be seen in the Sidebar under Logic and Styling. If you are a developer and want to fully leverage the power of Handlebars helpers please see the following technical documentation.
Issues are automatically injected. For more control add below iterators to the template.
9. Limitations
We are currently supporting templates with up to 1200 items. If a group or board is selected that contains more, the first 1200 items are picked.
10. Coming Soon
Depending on the needs of our users, here is a list of possible features that we will experiment with going forward. Please let us know if any of these are interesting or you have other ideas. See support for means of contact.
- Word export format
- Sharing user tempaltes in a monday account
- Supporting more subitem columns
- More advanced template management. Incl. renaming, metadata and better organization tools
- More advanced handlebar logic (technical)