We are using airtable as a database for some of our raw materials. However, when we receive a raw material order we have to fill out this PDF document for compliance with regulations. I can add the form to a record as an attachment, but the form is not able to be filled out using this method.
There is a new form for each record. We are using an iPad in the manufacturing floor to manage all of this.
There are many different ways of automatically generating PDF documents or filling out a pre-existing PDF form:
Using Fillout to create an eSignature approval process with PDF file creation.
DocuMint — the original document creation app for Airtable. Creates PDF files that you design.
DocsAutomator — creates Google Docs documents or PDF files that you design.
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
The below Airtable script fills data to a PDF form and automatically emails the flattened PDF form, with one click. This solution is in beta. Anyone can try it now. We welcome all thoughts and suggestions. See below script, and two screenshots.
Dean Westover, President
Choices Software, Inc.
// INSTRUCTIONS
// This is a sample script that fills Airtable data to a PDF form and emails the form
// 1. create table named "Contacts"
// 2. create three columns named "Contact", "Email", and "Comments"
// 3. create fourth column of type button, named "Button" and labeled "FillinPDF"
// 4. paste this entire script as the action for the "FillinPDF" button
// 5. click "FillinPDF" button to email filled PDF form to address in the "Email" column
let table = base.getTable("Contacts");
let record = await input.recordAsync('Select a record to use', table);
let username = "choices@acords.com";let password = "7Yiz3qNu"; // do not change
let username_and_password_encoded = btoa(username + ":" + password);
let obj = {
company: "Airtable", // do not change
template: "Sample PDF Form", // do not change
mailTo: record.getCellValue("Email"), // do not change
description: "Attached is filled form", // email subject
data: { // Airtable data
Contact: record.getCellValue("Contact"),
Email: record.getCellValue("Email"),
Comments: record.getCellValue("Comments")
}
}
let url = 'https://formstable-dev.choices.servoy-cloud.eu/servoy-service/rest_ws/formsTableWS/emailNewForm'
let response = await remoteFetchAsync(url, {
headers: {
"Content-Type": "application/json",
"Authorization": "Basic " + username_and_password_encoded
},
body: JSON.stringify(obj),
method: "POST"
})
console.log(response)
The below Airtable script fills data to a PDF form and automatically emails the flattened PDF form, with one click. This solution is in beta. Anyone can try it now. We welcome all thoughts and suggestions. See below script, and two screenshots.
Dean Westover, President
Choices Software, Inc.
// INSTRUCTIONS
// This is a sample script that fills Airtable data to a PDF form and emails the form
// 1. create table named "Contacts"
// 2. create three columns named "Contact", "Email", and "Comments"
// 3. create fourth column of type button, named "Button" and labeled "FillinPDF"
// 4. paste this entire script as the action for the "FillinPDF" button
// 5. click "FillinPDF" button to email filled PDF form to address in the "Email" column
let table = base.getTable("Contacts");
let record = await input.recordAsync('Select a record to use', table);
let username = "choices@acords.com";let password = "7Yiz3qNu"; // do not change
let username_and_password_encoded = btoa(username + ":" + password);
let obj = {
company: "Airtable", // do not change
template: "Sample PDF Form", // do not change
mailTo: record.getCellValue("Email"), // do not change
description: "Attached is filled form", // email subject
data: { // Airtable data
Contact: record.getCellValue("Contact"),
Email: record.getCellValue("Email"),
Comments: record.getCellValue("Comments")
}
}
let url = 'https://formstable-dev.choices.servoy-cloud.eu/servoy-service/rest_ws/formsTableWS/emailNewForm'
let response = await remoteFetchAsync(url, {
headers: {
"Content-Type": "application/json",
"Authorization": "Basic " + username_and_password_encoded
},
body: JSON.stringify(obj),
method: "POST"
})
console.log(response)
Hi Dean!
I'm interested in this solution that you've shared. Can you provide more detail about where the PDF document / template is referenced in the script?
Thanks,
Ann
Ann, the form is referenced by its pdf template name at https://FillinPDF.com. In this example a template named "Sample PDF Form" had been previously uploaded as a form template to FillinPDF.com.
Hope this helps.
Dean
Hi!
You can use Airtable extensions to generate documents. With the Plumsail Documents extension, you can populate a fillable PDF with data from your database.
You can read about how to work with fillable PDFs in the documentation; these are fairly simple settings.
You can watch the video or read the article to learn how to generate PDF documents from an Airtable table using Plumsail Documents.
I hope the information is useful!
If you're looking for a solution, Typeflow can help you easily generate PDFs from Airtable data using Google Docs templates. It's straightforward and efficient.
Feel free to give it a try, and I'd love to hear your feedback! I'm also offering a lifetime plan for early users at just $100.
Feel free to ping me if you're interested or have any questions.
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