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Export form results to PDF/single file per record?

  • February 28, 2022
  • 5 replies
  • 129 views
C

I am hoping to use Airtable Forms to manage applications for a grant, but I am running into issues in finding the best way to export the results so I can review each application/record individually. Clearly exporting to .csv is not the best way to do this. Further, the grant requires an attachment upload.

For a simpler grant, I used page designer to print to PDF each record, and pulled in the required fields in order to evaluate. The application data takes up one page, so I just print the pages I need. This is becoming harder as more applications are received, however, because the print options are only “print current record” or “print records in a specific view” (i.e. my entire grid/all results). What I need is to only export/print certain records that have not been reviewed yet.

For the more complicated grant, I want to export each record including the attachment. Not export the entire grid to CSV then download each attachment. Is this going to be possible? Each application requires review.

For reference, we were using Qualtrics for the application portion of this grant, but since all recordkeeping ends up in Airtable we thought we should explore how to set up the form itself in Airtable so that we aren’t transcribing data back and forth.

Thanks in advance!

5 replies

kuovonne
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  • kuovonne
  • Brainy
  • 6009 replies
  • February 28, 2022

Welcome to the Airtable community!

You could create a new filtered view that includes only records that have not yet been reviewed. Then tell Page Designer to use that view.

You could also look into creating an Interface for reviewing records.

Are you looking for a form for people to use to submit the grant requests? Or a form for reviewing records? In Airtable forms are only used to create new records–not for reviewing existing data.

C
  • Christina_McCoy
  • Author
  • New Participant
  • 1 reply
  • March 3, 2022

Welcome to the Airtable community!

You could create a new filtered view that includes only records that have not yet been reviewed. Then tell Page Designer to use that view.

You could also look into creating an Interface for reviewing records.

Are you looking for a form for people to use to submit the grant requests? Or a form for reviewing records? In Airtable forms are only used to create new records–not for reviewing existing data.


Thank you so much! I will play with the filtered view; I think that’s what I need.

Re: your second question, I have created the form so that people can submit grant requests, but I’m looking for a cleaner export option especially when the grant application (“record”) includes an attachment. I think I need to play with page designer more perhaps.

Or, I integrate my results from Qualtrics into Airtable somehow, since that is where they ultimately need to live.

T
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  • typeflow
  • Known Participant
  • 83 replies
  • November 29, 2024

As an alternative to page design for generating pdf, you can use typeflow.us. it will help you to generate PDFs based on Airtable data. We use Google Docs as template.
We offer a lifetime plan currently at 150$. This plan lets you generate as many pdf as needed.

H
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  • HannesK-ME
  • Participating Frequently
  • 112 replies
  • January 21, 2025

Hi there, at miniExtensions, we have some features that could help with this use case. For example, we have an HTML to PDF automation. This allows you to generate nicely formatted PDFs straight from your Airtable records. If you're not familiar with HTML code, ChatGPT can help generate it quickly to get the formatting you need! 

You can also include attachments from the record if you like! You can try this out using a free account 🙂

ScottWorld
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  • ScottWorld
  • Genius
  • 9808 replies
  • November 7, 2025

Your #1 best bet for this is to use Fillout’s advanced forms for Airtable because It is 100% free, it communicates directly with Airtable, and it lets you create custom PDF files from a form submission.

I show how to do this on this Airtable podcast episode:

Fillout also offers hundreds of features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a form, create custom PDF files from a form submission, accept payments on forms, pre-fetch dynamic data from an Airtable record, customize the style and branding of your form, customize a theme for your form, display Airtable lookup fields on forms, create new linked records on a form, add a login page to your form, perform math or other live calculations on your forms, collect signatures on a form, create multi-page forms with conditional paths, connect a single form to dozens of external apps simultaneously, add CAPTCHAs to your form, and much more.

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


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