Subitem Level from A-Z

Create a document that includes the information of a specific subitem of your board.

A Subitem Level document is built from a single subitem on your board, optionally combined with data from its parent item.

Possible use cases: product labels, product specification sheets, task sheets, shipping labels.

A subitem document works just like an item document - you create a template, upload it, generate and download. The only things that differ are the placeholders you use and the automation trigger. This page focuses on those differences.

Looking to list many subitems as a table inside one document (e.g. an invoice or project report)? That's a different feature - see Subitem Table. This page is for generating one separate document per subitem.

1. Create your template

Create a Microsoft Word (.docx) template from scratch or reuse an existing document, and insert placeholders where your subitem data should appear.

Subitem placeholders

To pull the value from a specific subitem in your board, use the prefix Subitem. followed by the column title within two curly braces:

{{Subitem.ColumnTitle}}

Examples:

{{Subitem.Status}} – the subitem's status column {{Subitem.Due Date}} – the subitem's due date {{Subitem.Product SKU}} – the subitem's product number

Parent item placeholders

You can also include data from the parent item with the prefix Item. and the column title within two curly braces:

{{Item.ColumnTitle}}

Examples:

{{Item.Name}} – the parent item's name {{Item.Order Nr}} – the parent item's order number

General placeholders

{{User.name}} – name of the monday user {{Board.name}} – name of the monday board

Please browse our Placeholder Directory to find a list of the most common placeholders along with detailed information.

Example use case: Box Shipping label

In this example, you have a board containing orders and want to generate PDF labels for each subitem, which you can then print and attach to shipping boxes.

Each item contains client and order information, along with subitems representing the relevant product details. For each product subitem, you want to generate a label that combines information from both the subitem and its parent item.

combines information from both the subitem and its parent item.

Board structure

Example template

16KB

Subitem Box Label.docx

Open

Result PDF Label

2. Upload, generate & download

This works exactly as for an item document: open the DocExport view, click Upload template, then preview and Download your PDF. For the full walkthrough, including Actions (save to a file column, send by email), see Item Level from A–Z.

3. Automate with monday

Subitem templates can be triggered straight from monday's automation center. After defining the "Actions/Automation" (e.g. save to file column and/or send via email) for your subitem template, create a new monday automation:

1. In your monday board, click Automate → Create from scratch.

2. Select your trigger: for example, "When subitem status changes".

3. Add the DocExport action: search for DocExport and select "Generate DocExport subitem document".

4. Choose your template and save.

Related

• ⬅️ Back to Item Level from A–Z

• Need a table of all subitems inside one item document (e.g. an invoice or quote)? That's a different use case - see Subitem Table.

• Actions · Automations