I’ve integrated Airtable with Pandadoc. Each time a client signs a quote, the information lands in airtable so that we can prepare the order to be shipped to the client.
However, the order information we receive is split in 2 columns :
On the left are the product references and on the right the order quantities for each reference. Is there a way to use ROLLUP or FORMULAS in order to have something that is more readable. For example :
V-1C * 1
CS-1C-24M * 1
Even better would be to be able to display only the references we want. For example, if I want to display only the V-1C orders, I’d have only V-1C * 1 in the resulting field.
All we need is to easily understand the order in order to prepare it and ship it to the client. Thanks a lot for your help !
Run script action in an automation. If this data “lands” in a new Airtable record all at once from Pandadoc, an automation should do the trick. However, simply reformatting the data isn’t going to let you do what you want here:
Based on what little I know of your process, my gut feeling is that the automation should create new records in a
[Line Items] junction table, with each record linking to a product in a
[Products] table and listing its quantity. These would then link to a single order record in an
[Orders] table. Orders could be filtered on either
[Line Items] to show you more details.
Does that sound like a viable solution?
Hi @Justin_Barrett Thanks a lot for your reply !
You’re right, running a script seems to be the best solution. We’re going to investigate and we’ll keep you informed if it works
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