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Automating question selection and document creation

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Carolinek
4 - Data Explorer
4 - Data Explorer
Help me solve this project
its a law firm they have a table with list of questions and a table with list of defendant in airtable they are linked together
they want to be selecting a defendant eg caroline then select the questions this defendant is supposed to answer to send out this information we need to create a document with questions and they should be numbered in order
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TheTimeSavingCo
18 - Pluto
18 - Pluto

Hmm, perhaps you could try creating a third table and link it to both the Defendant and Questions tables.  You could then create one record per question needed for that defendant, and have a Number field where you key in the order number of that question

You could then use the Page Designer extension or some other third party document tool like DocsAutomator to create a document with the selected questions

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1 Reply 1
TheTimeSavingCo
18 - Pluto
18 - Pluto

Hmm, perhaps you could try creating a third table and link it to both the Defendant and Questions tables.  You could then create one record per question needed for that defendant, and have a Number field where you key in the order number of that question

You could then use the Page Designer extension or some other third party document tool like DocsAutomator to create a document with the selected questions