Export form results to PDF/single file per record?

[Christina_McCoy]

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!

[kuovonne]

Welcome to the Airtable community!

Christina_McCoy:

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.

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.

Christina_McCoy:

we thought we should explore how to set up the form itself in Airtable so that we aren’t transcribing data back and forth.

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.

[Christina_McCoy]

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.

[typeflow]

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.