Welcome to an in-depth exploration of tables, lists, comments, and images within Print. In this article, we will guide you through harnessing the power of these features to enhance your document templates.
Working With Tables
Let's kick things off by delving into the world of tables. Tables provide a structured way to organize your data, making your templates appear more organized and visually appealing.
Step 1: Accessing the Table Functionality
Inside your Print editor, navigate to the variable panel and locate the "task" variable. Click on it to unveil the functionalities within this panel. Here's what it looks like:
Within your Print editor, navigate to the variable pan locate the task variable, and click on it to reveal the functionalities within the pan. This is what it looks like.
Step 2: Inserting a Table
Click on the "Insert Variable" functionality to initiate the table setup. However, before proceeding, you need to select the area within the document editor where you want to insert the table. The setup should resemble this:
Step 3: Customizing the Table
Click the "Select Field" to specify how you want to customize the table. Define the table's appearance according to your preferences.
Step 4: Adding the Table to Your Document
Once you've configured the table to your liking, hit the green "Insert to Document" button. The table will now be added to the document editor. Your document should look something like this:
Step 5: Save and Preview
Click the "Save" button on the right-hand side, then proceed to preview the document to ensure it meets your requirements. Make any necessary adjustments to achieve your desired output.
Comments
With Print, you can retrieve comments and interaction data from Podio and seamlessly incorporate them into your document templates. You have the flexibility to create a list or integrate it into a table for a more polished appearance.
Step 1: Adding Comments to Tables
Let's begin by embedding comments within tables for a structured presentation. Start by clicking on the comment variable to expand its field.
Step 2: Exploring Comment Sections
Upon expanding the comment section, you'll discover various sub-sections.
Under "Get First Comment," you will find the Podio field related to comments.
Under "Created By," you can access the Podio field related to the comment creator.
Under the "Get first Comment" You will see the Podio field relating to the comments. Under the "Created By" you will see the Podio field relating to the creator of the comment.
Step 3: Incorporating Comment Data
To include comments in your table, position your cursor in the desired table cell and proceed to add them.
Step 4: Save and Preview
After successfully adding the comments, follow the standard procedure to save your document. Then, preview it, preferably in PDF format, to view the output. Your document will reflect the comment data based on your specific content.
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Please note that you can fine-tune the table layout to achieve the best possible presentation based on your unique requirements.
Lists
In this segment, we will guide you on seamlessly integrating lists of data into your document templates. Whether you prefer bulleted lists or numbered lists, this step-by-step process applies to both the Task and Comment variables.
Step 1: Select Your Data Source
Choose whether you'd like to use the Task or Comment variables for your list. The process for both is identical and straightforward. Here's a glimpse of what it looks like:
Step 2: Configure Your List
Once you've selected your data source, it's time to configure your list. Follow these sub-steps:
2.1: List Form
Decide whether you want your data to appear in a bulleted list or a numbered list. Select the appropriate form that suits your document's style.
2.2: Data Selection
Choose the data you want to include in the list. This could be various pieces of information that you wish to present in an organized manner.
2.3: Define Separation
You have the flexibility to determine how the data should be separated within the list. Utilize the delimiter and insert a special character to serve as a demarcation, ensuring your data is neatly structured.
Step 3: Insert Your List
Click on the green button to insert the configured data into the document. Be sure to indicate precisely where you want the list to be placed within the document editor. Your document should resemble this:
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And there you have it, a straightforward way to include lists of data in your document templates! Don't forget to save your work and preview the document to confirm that it aligns with your expectations.
This method ensures your data is presented neatly and professionally, enhancing the overall quality of your document templates. Happy document editing!