8/24/2021»»Tuesday

Airtable Autofill

8/24/2021
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  1. Airtable offers a great functionality, here we will build a little CRM where in the same bot we will, do the main four actions of Create a Record, Update a Record, Retrieve a Record and Delete a Record 0. Data you will need before start working with Airtable API: 1.
  2. If you need to set up records for recurring dates in Airtable, you can use the fill handle to easily create records with evenly spaced dates. If you highlight one cell in a date field and drag down with the fill handle, it'll automatically fill in the cells below with the same date.

This video presents an overview of a popular project management solution, Airtable. Looking for a project management solution? Get a list of free, personaliz. $ gitable -h gitable -Bot to automatically sync and update an airtable sheet with GitHub pull request and issue data. Usage: gitable Flags:-airtable-apikey Airtable API Key (or env var AIRTABLEAPIKEY) (default: )-airtable-baseid Airtable Base ID (or env var AIRTABLEBASEID) (default: )-airtable-table Airtable Table (or.

Automatically generating custom invoices directly from the client and task information in your Airtable base is simple—here's how to do it.

For the huge swath of businesses that are client or services-focused, there is an important next step that comes after a task or project is tracked to completion: generating invoices and billing. In this post, we're going to show you how to use the power of the page designer block to create an automatic invoice template that generates custom invoices from your client and task information.

The page designer block is an extremely flexible tool that lets you pull in all sorts of information from across your base, including images and text variables, and lay them out in whatever format you want. You can supplement information from your base with static text and images, and you can even create tables of information referencing multiple fields from linked records. This linked records functionality is at the core of the automatic invoice template.

Project and task tracking are crucial for all businesses, so it's no surprise that the Project Tracker template is one of our most popular starting points for users building their own bases. We're going to modify the original Project Tracker template to add billing information fields to the records in the Clients table, hourly rate information to the records in the Projects table, and billable hours information to the records in the Tasks table. To link it all together, we'll create a new table for Invoice records, linked to one project, one client, and multiple tasks. As completed task records get added to an Invoice for billing, their costs will be calculated based on the rate and hours—and then, these completed tasks will be added as line items in the page designer invoice template.

In the image above you can see what it all looks like in a complete invoice template. In the following sections, we'll walk through the modifications to the Project Tracker base, and then each step of laying out the invoice template using the page designer block. We've also included a sample base with all of the modifications already made, which you can import into your own workspace and start using if you'd like to skip right to making the Page designer invoice template.

How the Project Tracker template could look after all of your modifications. If you want to try modifying the Project Tracker template yourself, go to the template gallery and make a copy of the original template.

Modifying the Project Tracker template for billing and invoice template information

There are a number of different fields that need to get added to the Project Tracker template in order to provide all the necessary information to make invoices. The following section shows each of those modifications, broken down by the tables being modified. If you'd like to learn more about working with the different types of fields referenced, check out this article on customizing field types.

Football manager 2021 release date pc. Here are the additions and modifications we made to add hourly rate billing to the Project Tracker for our invoice template—if your business is structured differently, slightly different modifications may be necessary.

To begin, you'll want to create a new table named 'Invoices', and then create/customize each of the fields in the following tables.

Design Projects

  • Project Hourly Rate (currency field with decimals): the hourly rate that has been contracted with the client for this project.
  • Invoices (linked record field, linked to the Invoices table): links to the Invoices table for cost tracking.
  • Total Costs (rollup field): uses the link to the Invoices table to add up the Invoice Total $ amount on all linked invoices using the formula SUM(values).

Tasks

  • Billable Hours (number field with decimals): the final amount of billable hours that were needed to complete the task.
  • Hourly Rate (lookup field): pulls the Project Hourly Rate for the project from the Design Projects table.
  • Cost (formula field): the charged price of this task's line-item on the invoice, calculated with the formula {Billable Hours}*{Hourly Rate}. Formatted as Currency for pretty display on the invoice.
  • Task (single line text field, primary field): make sure to change the name of the primary field for clarity, as it will show up as a column header on the table of tasks in the invoice template.

Clients

  • Bill To (long text field): the company and address the invoice is being submitted to.
  • Bill From (long text field): the company and address you wish to use to receive payment.
  • Payment Information (long text field): information about how payment should be submitted.
  • Billing Contact (single line text field): billing contact at the company.
  • Email (Email field): billing contact's email.
  • Billing Terms - Days (Number field with integers): number of days after invoicing that payment is due.

Invoices

  • Invoice # (autonumber field): a unique incrementing number for each invoice.
  • Invoice Date (date field) the date the invoice is issued.
  • Client (linked record field, linked to Clients table): links to the record of the client from whom you want to pull billing information. Only a single link allowed, for consistency.
  • Tasks (linked record field, linked to Tasks table): link to each of the Tasks records to be added to the invoice.
  • Logo (lookup field): client's logo from Clients table.
  • Invoice Total $ (rollup field): cost of each of the linked Tasks records, added together with the formula SUM(values).
  • Invoice Due Date (rollup field): a more advanced rollup field—in just one field, it looks up the Billing Terms from the Clients table, then adds it to the Invoice Date field to find the future invoice due date, using the formula DATEADD({Invoice Date},MAX(values),'day').
  • Invoice ID (formula field): combine a few fields of information into the invoices' primary field for easy searching, using the formula {Invoice #}&'-'&Client&'-'&Tasks.
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Laying out an automatic invoice template using the page designer block

To make our invoice template in page designer, once you've made your modifications or loaded the sample base, head to the Invoices table, click the Blocks button in the top right to open the Blocks sidebar, and use the Add a block button. Scroll through the library of available blocks to find Page designer and click Add to base. Your new block will pop up and ask for page settings—the default Letter size and Portrait orientation will work well for us. Click Done and then the Edit layout button. The editor will launch and you'll see a list of elements and fields that you can add to the page.

To start, choose Text under Static elements and make a large box on the top left of the page for your header. Give the font a nice big size and weight, and in the content, you can reference the Invoice number field by putting this in the content field: 'Invoice #{Invoice #}'. Below that box you can place the Logo field to insert the logo from your Clients records. To the right, place two static text objects in bold: 'Invoice Date' and 'Due Date'. Next to these objects you can place the corresponding date fields in regular text, and use the Page designer's grid to line it up with horizontal text alignment set to Right.

Now things are going to get a bit fancier. Choose Client from your fields, and then under Table Columns, add the Bill From and Bill To fields and remove the unnecessary Client field. You'll see that Airtable has looked up the fields on the linked Client record, without you having to explicitly include a lookup in the Invoices table. Drag the box to a bigger size to fit all the information. We'll use the same trick two more times for other client info. To the right of the billing info, you can place a Client table element with the Billing Contact and Email fields as columns; and then in the bottom left you can place a nice big Client table with just the Payment Information column.

Then we place one final table, this time using the Tasks field, with the columns Task, Billable Hours, Hourly Rate, and Cost. These are our invoice's line items. To sum it all up, add one final static text in bold under the Tasks table, referencing the Invoice Total Rollup field with the following content 'Total Due: {Invoice Total $}'.

To add items to the invoice, leave the page designer editor and simply link the completed Tasks records to the invoice's record. You've now got an automatically generating and updating invoice system! Return to the page designer block and click Print in the upper right corner and you can send your invoice to a printer, or use your browser or OS's Print dialog to save it to a PDF.

That's it! Congratulations on supercharging your project tracking base with an amazing new automatic invoice generator template. For another idea on what you can do with the Page designer, take a look at how the Digital Content Calendar template automatically generates social media image assets. If you come up with other cool ways to use the page designer block, publish your base on Airtable Universe or let us know on social media!

With the new scripting block, you can reduce the time you spend on repetitive tasks and uncover deeper insights with powerful queries and custom reporting. All it takes is a a bit of JavaScript!

Note: at the time that this blog post was written, “Airtable Apps” were called “Airtable Blocks.” Since then, we’ve renamed Blocks to Apps, and introduced a whole new Apps Marketplace! Learn more about it here.

Our new scripting block reduces the time you spend on repetitive tasks and uncovers deeper insights about your data with powerful queries and custom reporting. Take your workflows to the next level by writing and running JavaScript directly inside Airtable.

Code, you say?!

The scripting block is a powerful new tool, but it’s made for everyone. If you’ve ever used a macro in another application, you’ll feel right at home. The scripting block makes it simple to grab a pre-made script, modify one of our many examples, or write something from scratch.
No matter how much experience you have writing code, the scripting block is here to help. With documentation and autocomplete personalized to your base, it’s easy to see exactly how to work with your data.

Autofill

And because everything is done inside Airtable, there’s no need to worry about where to put your scripts or how to keep everyone up to date. Running your latest creation is as simple as clicking a button.

So what can it do?

In addition to standard JavaScript functionality, the scripting block gives easy access to all the data in your base, across all your tables. It can also create and update records. There’s so much you can do with the scripting block, but we think there are a few particularly great use cases.
Streamlining repetitive, multi-step workflows. You use Airtable to plan concerts and other live events. Every time you start planning a new project, you have to manually create the same 20 tasks from a template, assign the right collaborators, and set the right due dates. Now you can write a script that does it all at the click of a button!
Data validation and formatting. You use Airtable to track Tweets for your team’s social media accounts. Anyone can submit an idea, but you need to make sure certain words and phrases aren’t used. On top of that, you want to automatically format dates and add emoji for specific words. You’ve got to read and update every single submission. Or do you? Scripting block makes it easier than ever to work with your data.
Cross-table search and reporting. You track your shop’s inventory and finances through Airtable. You have a table for expenses and payments, another for unsold stock, and a third for all the assets you own. Now you can generate all your business metrics, like net worth, revenue versus fixed costs, and more in no time flat.
Pulling in external data. You use Airtable to track and categorize images for use in presentations and brainstorming exercises. Every morning you use a service like Unsplash to search for new images, but the workflow requires lots of switching between Airtable and Unsplash. Now you can pull images directly into Airtable for review with a script! Bonus: Someone on the community forum has already written the script.

How do I get started?

Install the scripting block just like you would a new chart or page designer. Just head on over to the blocks gallery and search for ‘Scripting’.
If you’re currently on a free or plus plan, you can get a free two week trial of Pro here to try the new scripting block!

Once you’ve installed the block, you’ll be able to start editing right away. There’s documentation customized to your base right in the block, and lots of examples to get your creativity flowing. We’ve also got an amazing community forum with Airtable creators excited to lend a helping hand.
Finally, we’ve written a few scripts that we thought would be useful right out of the box. Not to mention a host of amazing scripts made and shared by the community:

Airtable Autofill Software

• Automatically add default values for every field type

• Forecast sales by month for the next three years

• Detect scheduling conflicts

• Track where you’ve published social media content

Airtable Autofill Form

This is just the beginning of an exciting new journey. We have all sorts of goodies planned for the future, and we can’t wait to see all the amazing things you build. If you make something you’re particularly proud of, share it on the forums or drop us a note here.
Happy scripting!