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This feels like it should be so simple. I've got a form with roughly 30 questions on it, and I want to use Page Designer to create a PDF of each response that I can then email to respondents. For the life of me, I cannot figure out how to get a simple grid in Page Designer that shows the responses. The only clue I can find is that if I add a Linked Records element to Page Designer I can choose Grid Mode, but I don't have any linked records in the table, it's just collecting the form responses as they come in. I know I must be missing something obvious.

More details: we offer 4 different products and we're asking our partners how many containers/pallets of each product they will want in each month of the next fiscal year. i.e. In March 2024, partner A might want ten containers of product 1, five pallets of product 2, six pallets of product 3, and one container of product 4. I just want to show that in a simple grid in Page Designer - Month, product 1, product 2, product 3, product 4 - based on their responses to the form.

What am I missing? 

Thanks,

Kelsey

Unfortunately, none of that is natively possible with Airtable's Page Designer nor Airtable's forms. (Also, on a related note, Page Designer can not be automated in any way.)

Your #1 best bet for that is to use Fillout’s advanced forms for Airtable.

Fillout is 100% free, and it can automatically generate a custom PDF file for you as soon as the form is submitted. And all of the form information will automatically go into your Airtable base as well.

I demonstrate exactly how to do this, step-by-step, on this Airtable podcast episode:

Yes, this can be done very easily with Fillout’s advanced forms for Airtable.

Fillout also offers hundreds of other features that Airtable’s native forms don’t offer, including the ability to update Airtable records using a form, display Airtable lookup fields on forms, control access to a form via SSO or email domains, perform math or other live calculations on your forms, accept payments on forms, collect signatures on a form, create multi-page forms with conditional paths, create new linked records on a form, and much more.

Beyond Fillout, here are 3 other popular solutions for generating documents from Airtable that can do what you’re looking to do:

  1. DocuMint — the original document creation app for Airtable. Creates PDF files.
  1. DocsAutomator — creates Google Docs documents or PDF files. 
  1. Make’s integrations — which can be integrated with any document-creation app of your choosing, even something as simple as custom Microsoft Word documents.

    If you’ve never used Make before, I’ve assembled a bunch of Make training resources in this thread. For example, here is one way that you can instantly trigger a Make automation from Airtable.

Hope this helps!

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


Hi! I see that the problem has already been solved, but maybe my comment will be useful to someone.

There are two ways to solve this problem using Plumsail Documents - an application for automatically generating documents from templates:

1. First, as described above, you can use one of the connectors and the application to generate a PDF document. The connector can be Make or Zapier, for example. Plumsail Documents act as a document generation tool.
Zapier or Make will extract the data from Airtable and then populate it into a document template in Plumsail Documents to generate a PDF.

2. The method is much simpler, you can use the Plumsail Documents extension for Airtable. Directly extract data from the Airtable table and generate a PDF document according to the template used. You can read about this integration in Plumsail Documents Documentation  


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