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Hi Everyone,

I pay people through Airtable for piece-rate work. On the backend, the data is organised by tasks and by day (e.g. Task 1, Task 2, Task 3 – Monday; Task 1, Task 2, Task 3 – Tuesday, and so on).

There’s a button that lets me “Email Payslip,” but when I use it the PDF that goes out to employees ends up jumbled. The tasks are out of order (for example: Task 3 – Wednesday, Task 2 – Tuesday, Task 4 – Monday), which makes the payslip confusing and hard for employees to read.

Does anyone know how I can fix the output so the payslip shows the tasks in the correct order?

Any help greatly appreciated

 


 

 

You didn’t give enough information on how you are creating your PDF file, but in general, you will always need to SORT your records to put them into the order that you want.

If you’re just printing directly from a list in Airtable, make sure your list in Airtable is sorted the way you want.

Otherwise, below are a few popular ways of creating PDF files with Airtable — each one will give you the ability to either sort your line items, or they can pull records from a view in Airtable that you have previously sorted.

  1. DocuMint — the original document creation app for Airtable. Creates PDF files.
  1. DocsAutomator — creates Google Docs documents or PDF files. 
  1. Make’s integrations — which can be integrated with any document-creation app of your choosing, even something as simple as custom Microsoft Word documents.

    If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.

Hope this helps!

If you’d like to hire the best Airtable consultant to help you with this or anything Airtable-related, please feel free to contact me through my website: Airtable consultant — ScottWorld

Hm, that screenshot looks like it’s part of an automation where you’re doing a ‘Find record’ then inserting the result as a grid into a ‘Send Email’ action?  If so, try: 

  1. Creating a new view in your table that uses the same filters as your current Find Record action
    1. Give this view the same sort order you’re using in your Interface so that it’s organized the way you want
  2. In your automation, update your Find Record step to use a ‘view’ instead of ‘conditions’ and point it at this view instead
    1. I’d suggest duplicating your existing automation first to make sure you have a backup of that

Should do what you want I think!  If this isn’t part of a Send Email action, could you talk a bit more about what you’re doing so that I can help?

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