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 !
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 [Orders] or [Line Items] to show you more details.