Load row(s)
Load selected rows from a worksheet
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With this building block you can load a single or multiple manually selected rows from a worksheet.
Please note that if you want to create a single document instead with a single paragraph/page per row (sometimes called Catalog Merge), please choose the Load worksheet block instead. You will then be able to create a loop using the foreach
statement and create a catalog from the data in your worksheet.
Use cases
- Send out newsletters or documents for selected rows of a sheet
- Print business cards or address labels
Configuration
Click on the bold parts in the title of the building block to configure the data to be loaded.
Click on given file to open a file picker that helps you to track down the Google Sheet you want to load and also gives you an option to create a new sheet from scratch.
Creating a new spreadsheet will open the new sheet in a new browser tab.
After selecting the Google Sheet the first worksheet will be preselected. Click on the bold name of the worksheet in the title of the building block to load a different worksheet.
The first row of the selected worksheet will be treated as header row. The output variables showing up in the output section of the building block will be derived from the header row.
You will find all columns of the selected worksheet as variables. The single line on the right of the variables indicate that each variable represents just a single value: they contain the value of the selected row.
You can the access the columns from the loaded row(s) by simply using the output variables on the right of the building block in your templates.
If you have selected to load just a single row and now want to create documents for each row you can click on the batch icon in the main toolbar or select Batch
from the Run
menu.
Click on one row or multiple rows to toggle if you want to load just a single selected row or multiple rows.
If you are loading multiple rows your output variables will represent multiple values and will get the rows[]
prefix by default and you will find three lines on the right of the variables
Batch jobs can only be performed if you have chosen to load just a single row.
You can turn on user interaction on this block. If user interaction is enabled the flow will halt and let the user pick the row(s) to be loaded.
Expert tip: If you are loading a single row and you have not enabled user interaction you can use the batchRowId
variable to specify the row number to be loaded.
Click on the name of the selected Google Sheet to pick a different file from Google Drive.
If you have selected a Google Sheet you can pick the worksheet to be loaded by clicking on the bold worksheet name in the title of the building block.
The configuration dialog also allows you to specify the name and type of the output variable for each column.
Ultradox tries to detect the proper type for each column based on how you have formatted the columns in the sheet. Make sure that the type has been detected correctly and adjust the type if needed. This is especially important for columns holding dates.
You can then select the format of the loaded values:
Loading unformatted data is the right choice if you want to for perform calculations on the data or if you want to format the values with Ultradox.
Load the formatted values if you just want to insert the data in exactly the same format as it shows up in your sheet.
If your cells contain formulas and you want to print the formula instead of the calculated value, select the last option
Reload
Click on the reload icon to scan the template again to track down added or removed variables. If you have renamed your template on Google Drive clicking on this button will also update the document name in Ultradox.
Edit
Use the edit icon to edit the template in a new browser tab.
Useful combinations
Send emails to selected recipients in a worksheet
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In this simple example shows how to send a personalized email to all users stored in a worksheet. The Ultradox file is executed in a batch job causing the Load row(s) building block to successively load all rows of the selected worksheet and perform the following building blocks.
For each loaded row the a personalized email is generated based on a template document you design. The HTML email is then sent to the email recipient derived from the worksheet.
Please make sure to set the correct language, time zone and currency both in Ultradox and Google Sheets so that your data can be loaded correctly and Ultradox will be able to produce the desired output. Further information under Internationalization.
Questions and Feedback
If you have any comments on this page, feel free to add suggestions right to the Google document that we are using to create this site.
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Last Updated: 10/3/20