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#Stacker airtable how to#
#Stacker airtable pdf#
#Stacker airtable password#

For example, if your table has a Linked Records field named “Order Line Items” then create a new formula field named “Order Line Items Table_Id”

Create a new formula field and give it the same name as the Linked Records field with Table_Id at the end.

If your table has linked (related) records and you want those records to be populated (by default Airtable only returns the id and name of linked records) then you will need to follow these steps for each Linked field whose records you’d like to populate.

#Stacker airtable password#

The user will see this screen the first time they try to access the document or if the password is changed in Airtable. The value entered in that field will be the password protecting documents for that record. To add password protection, simply add a text field to your table with the name Documint Password (note the spelling of “Documint”). This prevents generating the same document multiple times. If a document already exists with the data from that record and the template has not been changed, then the existing document will be displayed. That’s it! Now, whenever a user clicks the button you’ve added a document will be generated for that record. Paste the generated formula in either an Airtable Formula Field or a Button Field as shown below.

#Stacker airtable pdf#

If set to will open the generated document in the browsers built-in PDF viewer where users can easily print the document.

This document will have the Documint branded footer and will not count against your merge quota. If set to true will generate a preview of the document. If is preview set to true this will have no This is the name of the field you would like to attach the generated document back to. This will be generated by the Airtable RECORD_ID() formula function. The id of the Airtable table that you will be generating documents from. The id of the Airtable base that you will be generating documents from. The id of the Documint template you will be generating documents from. Reference: Generation Link Query Parameters Name For example, if you have a field named “Order Name”, you’ll need to place it in your Documint template as: order_name and wrap it in double curly braces like so.

Note: Field names need to be converted to snake case.

#Stacker airtable how to#

How to find your Airtable API KeyĪdd variables representing your Airtable fields into your Documint template Placed in a button or formula field will generate a document when clicked like so: Documint SetupĪdd your Airtable API Key to your Documint account under Settings > Integrations > 3rd-Party Integrations > Airtable.

Duplicate document generation preventionĭocument generation links allow you to create documents from Airtable records with a link formula.

Attach documents back to Airtable records.

Available with all Airtable & Documint plans.

Create documents from your Airtable data.

Generate documents from Airtable records with any Airtable or Documint plan. This is different than the native Airtable App integration.