Possible to export to a custom form/pdf/spreadsheet?

[David_DJ_Farrel]

Hello all! I am trying to figure out if it is possible to use a regular spreadsheet view to input data and then use that view to export to a custom template PDF/CSV/Form.

For example, I have a master list I am trying to see if I can export into two separate custom templates. One would be for client information and the other would be for our information.

I am looking to see if I could create two custom templates that certain fields would be linked to the master list. Those fields would only export to the template that I have chosen to export to. All of the information will be pulled from one master record and exported to different custom templates.

[Kamille_Parks]

If you download a CSV from a view, only the visible fields will be downloaded. So you can have 1 table with 3 views: one with all fields visible, and 2 more with specific fields with their visibility turned off

[Hannah_Wiginton]

Hey @David_DJ_Farrelly!

You could use the Google Docs function in our On2Air Actions app. It’s made for exactly what you need.

You can create different templates in Google Docs depending on the client or any other identifier you choose.

You can then click the checkbox in your base and a Doc and a PDF with your Airtable data will be automatically created and added back into your base.

Here’s an example

On2Air | Accomplish Anything with Airtable – 27 Sep 21

Automated Invoice Templates in Google Docs and Airtable (+Free Template) |...

In this guide, we’ll show you how to generate invoices using Google Docs plus how your can use your customer data in Airtable to automatically generate an invoice in Google Docs.

We also have a Google Sheets function if you prefer to create a template in a spreadsheet.

Either way, feel free to give it a try here. If you need help, reach out to our support and we can get it set up.

On2Air | Accomplish Anything with Airtable – 8 May 21

On2Air: Actions | On2Air

On2Air: Actions is an Airtable automation and workflow tool to integrate and connect your Airtable data with any other software tools used in your business. Create powerful business processes with almost 20 additional action options beyond the...

[GavinA]

Hey! https://www.csvgetter.com does exactly this 🙂