I just wanted to say thanks for changing my life and giving me a skill that I can use to earn my life. From almost homeless to running a business with my associates and creating CRMs as a way of living. Honest to god, you saved my life !
Is there a way to get the PDF to populate and attach to the record automatically? I want to use this method to send continuing education PDFs to people. I can do it with an email but people like a nice PDF version of the certificates.
Page Designer does not have an automatic option. There are third party tools you can use to get this result, like Documint or DocsAutomator. We've done videos on these before if you're interested
@@quikcode DocsAutomator uses Google Docs for templates and is really intuitive. I love it, but not everyone likes Google docs. If you don't want to use Google docs, it might not be the best choice, in which case Documint is a great option! It really is personal preference though, both tools are amazing
This is cool! and was awaited since a long time. It feels like the document designer of SmartSuite was a trigger to Airtable to develop this extension ) I would love to see a comparisson video: Page designer (AT) vs Document Designer (SS) Maybe in a few month when both get more mature ..
Airtable had Page Designer before SmartSuite came out with Document Designer, so perhaps the cause/effect goes the other direction? In either case, I love that SS Doc Designer is looking to be included with automation (although it isn't there just yet) and also that their pages will be dynamic in length. These are issues that Page Designer doesn't address. However, page designer is great for a simple one-page document like a PDF!
@@GarethPronovost thanks! Hadn't come across the page designer until watched this video ) And adding the document designer in automation will be its superpower 👌
Thanks Gareth! I have a question - for each item I have several fields with a dollar amount. In the table I have a view that groups items by date. I love that in the grouped item by date view it sums each fields total. Is there a way to include those field sums in page designer?
To get a total from multiple records, you will need a linked relationship to another table. If you're currently grouping these fields by a single select field, try updating this to a new linked table. From there, on the new table, use a roll-up field to sum the total from the linked records. You can use this output in the Page Designer. 👌
I wanted to be first to like but I am second. At least I am the first to comment. Thank you Gareth for the explaination. Do you think it would be possible to give an automatic name to the pdf ? Why do you prefer Airtable's extension to others ?
documint is way more powerful in terms of customization and also have good support. I have it set up to click and generate pdf within the attachment field. One downside for me is it takes some time to generate the pdf, compared to Page Designer which is instant.
There's no way to automatically name the PDF from Page Designer that I know of 🥲 Other options would be automatic document creation (Documint as Eric suggests is a great option). Positives are that this can be automated. Negatives are that it costs additional money for extra software. Stay tuned for more on this series - we will be showing all these options in time!
What do you recommend in a case where we want to generate a docx/gdocs document, and the template includes many conditions (e.g., adding text if a certain condition is met, dynamically building a table with varying numbers of items)?
Typically it's preferred to find a 3rd party document tool for more complex document automation. Documint is a great one that we've done videos on in the past. There are workarounds, but this integration with GDocs is limited.
🎯 Key Takeaways for quick navigation: 00:00 🧾 *En este video, aprenderás a usar la extensión Page Designer de Airtable para crear facturas y generar automáticamente archivos PDF.* 01:00 📚 *Antes de comenzar con Page Designer, asegúrate de haber configurado el esquema de datos para admitir la creación de facturas en tu base de datos de Airtable.* 02:28 🛠️ *Para usar Page Designer, añade la extensión desde la sección de extensiones en Airtable. Ajusta el tamaño de la página según tus necesidades.* 04:57 📝 *Agrega elementos de línea de factura al diseñador de página para mostrar detalles específicos, como el servicio vendido, costo, cantidad y subtotal.* 07:18 🔄 *Combina elementos estáticos y dinámicos para personalizar tu factura. Puedes incluir información estática, como el nombre de la empresa, junto con datos dinámicos de tus registros.* 10:12 📅 *Incluye fechas importantes en tu factura, como la fecha de envío, la fecha de vencimiento y la fecha de pago. Estas fechas se pueden personalizar para cada factura.* 12:42 🖨️ *Después de diseñar la factura, puedes guardarla como un archivo PDF. Además, puedes adjuntar automáticamente el PDF a tu registro de factura en Airtable para un fácil seguimiento.* 14:41 🚀 *Una vez configurado, el proceso facilita la creación y gestión de facturas en Airtable, proporcionando un lugar centralizado para toda la información relacionada con la facturación.* Made with HARPA AI
