Document Generation
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Excel Template Actions
Insert Table
2 min
the insert table action allows you to insert a table into an excel template using data from hubspot records tables are built using record collection variables , which store multiple records of the same object type steps to insert a table select the action in the "select action" dropdown, choose "insert table " choose a record collection variable in the "resource type" field, select a record collection variable resource ensure that a record collection variable resource is created before inserting the table define table structure set the collection variable resource in the resource type dropdown select the desired number of columns in the excel sheet , click "insert" and a table will be created automatically without specifying the number of rows insert fields rename the columns as needed and insert relevant fields using insert field action in the first row of the table by following these steps, you can dynamically insert and manage tables based on record collections you can customize and format the table using standard word formatting options, including font styles, alignment, borders, and shading
