Load row(s)

Purpose of this building block

Create or edit multiple documents in a batch run by using each rows of a worksheet to input data.

Possible use cases

  • Send out newsletters or documents for each row of a sheet
  • Print business cards or address labels
  • (load multiple rows at once depending on your print layout - when using Avery labels with 8 labels per page just specify 8 rows to be loaded)

Configuration

Click on the bold text in the title of the building block to open the configuration dialog.

 Edit

Click on the edit icon to edit the selected Google Sheet in a new browser tab or window.

 Reload

Click on the reload icon to scan the sheet again to track down added or removed worksheets or columns.

 Preview

Use the preview icon to jump right to the live form.

When dragging this block into the flow you can either select an existing spreadsheet from Google Drive or you can create a new one. If you choose to select an existing sheet, a file picker dialog will help you to find the sheet on your Google Drive. Creating a new spreadsheet will open the new sheet in a new browser tab. After selecting the Google Sheet a dialog will allows you to pick the worksheet and the number of rows to be loaded.

Once you are happy with your templates and finally want to execute your flow, click on the batch icon in the main toolbar or select Batch from the Run menu. Ultradox will load the specified number of rows and then execute the flow with the loaded chunk of rows.

The building block shows all the columns found in the selected worksheet on the right-hand side. All of these variables will get a green sheet icon. The single lines on the right of the variable indicate that each variable represents just a single values: the content of the column of the loaded 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.

Useful combinations

Send emails to all recipients in a worksheet

Customer sheet
userName
userEmail
userEmail
HTML email
HTML doc

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.

Use Send Emails to Google Sheets contacts wizard.

Generate PDF / Upload / Print documents for each row of a sheet

New employee sheet
employeeName
employeeEamil
employeeJobDescription
employeeName
Contract PDF
employeeJobDescription
employeeEmail
Contract email
Contract PDF
Contract PDF
HR printout
Contract PDF
Google Drive file

Just as the previous example shows how to send an email for each row of a sheet you may also perform other activities like printing documents. Maybe a new customer or user should be provided with several documents. So use the Load row(s) building block to successively load all rows of a worksheet containing new customers/employees.

In the batch execution for each loaded row some personalized PDF documents are generated. They can then be sent to the user, printed and/or be stored in Google Drive for later reference.

Use Generate Documents for rows in Google Sheet wizard.

Print address labels for multiple contacts

Google Contacts
contacts.names[]
contacts.details[]
contact[1].name
contact[1].details
contact[2].name
contact[2].details
contact[...].name
contact[...].details

With the Load contact building block you can select load all customers you would like to print Avery Lables for.

As one page may contain up to 14 Avery lables the Repeat building block allows you to load 14 contacts for each repeat-cycle. Fourteen contacts are thereby loaded at once and can be addressed individually by using square brackets. The first contact has position 0 in the list therefore would for example return the full name of the first contact who is loaded.

The Google Docs to PDF building block selected the Avery Lable template. In the template document the labels and the information from the loaded contacts is arranged.

As the batch execution loads (up to) 14 contacts at once a PDF-Lables contacts is generated and uploaded to your Google Drive for each set of fourteen contacts. In case you would select 28 contacts two PDF files will be generated and uploaded.

contact[1].name
Lables PDF
contact[1].details
contact[2].name
contact[2].details
contact[...].name
contact[...].details

Questions and Feedback

If you have any comments on this guide, feel free to add them right to the Google document that we are using to create this site.

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