- Getting started with Airtable
- Introduction to Airtable basics
- Contacting Airtable Support Updated
- Airtable home screen
- Glossary of Airtable terminology
- Airtable technical requirements
- Feature differences between Airtable on desktop and mobile
- Airtable keyboard shortcuts
- Using Markdown in Airtable
- Adding descriptions in Airtable
- Finding Airtable IDs
- Airtable Automations
- Automations Overview
- Automation feature walkthroughs
- Integrated automation walkthroughs
- Airtable automation walkthroughs
- Linking existing records using automations
- Conditional groups of automation actions
- Repeating groups of Airtable automation actions
- Creating recurring records using automations
- How to delay Airtable automation runs
- Prevent automations from triggering by mistake
- Use automations to timestamp status updates
- Automation Triggers
- Airtable Triggers
- Airtable automation trigger: When record matches conditions
- Airtable automation trigger: When a form is submitted
- Airtable automation trigger: When record created
- Airtable automation trigger: When record updated
- Airtable automation trigger: When record enters view
- Airtable automation trigger: At scheduled time
- Airtable automation trigger: When webhook received
- Airtable automation trigger: When a button is clicked
- Airtable automation trigger: When email received Updated
- Integrated Triggers
- Airtable Triggers
- Automation Actions
- Airtable Actions
- Airtable automation action: Send email Updated
- Airtable automation action: Create record
- Airtable automation action: Update record
- Airtable automation action: Find records
- Airtable automation action: Sort list
- Airtable automation action: Run a script Updated
- Airtable automation action: Generate with AI
- Integrated Actions
- Airtable automation actions: Slack
- Airtable automation actions: Google Workspace
- Airtable automation action: Send MS Teams message
- Airtable automation actions: Outlook
- Airtable automation actions: Jira Cloud
- Airtable automation actions: Jira Server / Data Center
- Airtable automation actions: Salesforce
- Airtable automation action: Create post in Facebook Pages
- Airtable automation actions: GitHub Issues
- Airtable automation action: Hootsuite post
- Airtable automation action: Send Twilio SMS
- Airtable Actions
- Airtable Bases
- Using Airtable Cobuilder
- Airtable bases overview
- Creating and managing Airtable bases
- Structuring bases in Airtable
- Moving bases between workspaces in Airtable
- Creating and managing tables in Airtable
- Creating Airtable base share links
- Importing third-party data into Airtable
- Using insights in Airtable
- Troubleshooting Airtable base performance
- Airtable Betas
- Collaborating in Airtable
- Airtable Enterprise Support
- General Enterprise information
- External badging in Airtable
- Using app library and components in Airtable Updated
- Ask an Expert beta overview
- European data residency at Airtable
- Airtable user groups overview
- Airtable Enterprise API
- Creating and managing data retention policies in Airtable
- eDiscovery APIs in Airtable
- Airtable and data loss prevention
- Accessing Enterprise audit logs in Airtable
- Set up Jira Server / Data Center to connect with Airtable
- Admin panel pages
- Airtable admin panel overview
- Users - Airtable enterprise admin panel
- Airtable admin panel user details
- Groups - Airtable admin panel
- Workspaces - Airtable Enterprise Admin Panel
- Bases - Airtable admin panel
- Interfaces - Airtable admin panel
- Data sets - Airtable admin panel
- Managed apps - Airtable admin panel
- Components - Airtable admin panel
- Reports - Airtable admin panel
- Settings - Airtable admin panel Updated
- Managing Enterprise organizations
- Managing Enterprise admins in admin panel
- Using Organizations
- Organization branding for apps in Airtable
- Enterprise Hub in Airtable
- Enterprise Hub: Org unit assignment with user groups Updated
- Deactivating, removing access, and reactivating users in the admin panel
- Managing user access to workspaces and bases
- Airtable Enterprise Key Management Updated
- Custom terms of use New
- Enterprise SSO
- General Enterprise information
- Airtable Extensions
- Airtable Fields
- Fields Overview
- Attachment
- Date-based fields
- Formula
- Getting Started with Formulas
- Formula Foundations
- The essentials of Airtable formulas
- Formula writing tips for beginners
- Troubleshooting formulas
- Basic calculations
- Conditional statements
- Logical arguments
- Working with dates
- Displaying DATETIME_FORMAT using the date field in Airtable
- Working with date functions in Airtable
- Calculating the difference between dates in Airtable
- Supported DATETIME_DIFF unit specifiers in Airtable
- Supported DATETIME_FORMAT format specifiers in Airtable
- Using the DATETIME_PARSE() formula in Airtable
- Working with timezones
- Record functions
- Text functions
- Numeric functions
- Common Solutions: Beginner
- Common Solutions: Intermediate
- Common Solutions: Advanced
- Long Text Field
- Linked Record Field
- Linking records in Airtable
- Limiting linked record selection to a view in Airtable
- Dynamic filtering in linked record fields
- Linking to one, many, or a subset of Airtable records
- Converting existing fields to Airtable linked records
- Reordering record links in Airtable
- Understanding linked record relationships in Airtable
- Number-Based Fields
- Other Fields
- Rollup, lookup, and count fields
- Select and user fields
- Integrating with Airtable
- API
- Getting started with Airtable's Web API
- Creating personal access tokens
- Airtable Webhooks API Overview
- Service accounts overview
- Airtable Web API - Using filterByFormula or sort parameters
- Airtable API Deprecation Guidelines
- Airtable API: Common troubleshooting
- Managing API call limits in Airtable
- URL length limitations for web API requests
- Integration services
- Third-party integrations via OAuth overview
- Troubleshooting disconnected OAuth integrations in Airtable
- Options for integrating with Airtable
- Third-party integrations - Common troubleshooting
- Low-code integrations - Common troubleshooting
- Integrating Airtable with external calendar applications
- Visualizing records from Airtable in Tableau
- Visualizing Airtable records in Microsoft Power BI & Power Query
- Integrating HubSpot with Airtable
- Using Zapier to integrate Airtable with other services
- Using Zapier's Multi-Step Zaps to find and update records
- Using IFTTT to integrate Airtable with other services
- Integrating with AWS Lambda & DynamoDB
- Developer tools
- API
- Airtable Interface Designer
- Interface Designer overview articles
- Interface layouts
- Interface elements
- Adding and removing elements in interfaces
- Adding layouts to interfaces
- Formatting elements in interfaces
- Interface element: Button
- Interface element: Calendar
- Interface element: Chart
- Interface element: Filter
- Interface element: Gallery
- Interface element: Grid
- Interface element: Kanban
- Interface element: Number
- Interface element: Record picker
- Interface element: Text
- Interface element: Timeline
- Learning and Resources
- Managing Airtable
- Airtable Policy
- Airtable Records
- Airtable Sync
- Airtable Views
- Airtable Workspaces
- Print
- Share
- DarkLight
- PDF
Formstack Documents extension
- Updated on 08 Aug 2024
- 2 Minutes to read
- Print
- Share
- DarkLight
- PDF
All paid plans | |
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Platform(s) | Web/Browser, Mac app, and Windows app |
Related reading | |
Extension - Extensions are modular components that add visuals or functionality to a base, and were shown in the base's dashboard. Users can create custom extensions, or they can use extensions created by Airtable or other open-source extensions. |
Create document template
This article covers how to populate a Formstack Document with values from your records to simplify document creation for invoices, contracts, letters, and other business documents.
First, you will need to create a document template in Formstack. This will allow you to choose an Airtable record in your base to populate Formstack fields with your record’s value. The new PDF or Word document can be added to an attachment field automatically or viewed in your browser.
Note
Please note that you need a working Formstack API to use this extension. You can sign up for a Formstack Documents account here and read more about this extension on Formstack's site.
Install and configure the extension
When you first install the extension from the apps marketplace, a popup window will provide instructions on how to:
Sign up for Formstack Documents
Generate the Formstack API key
Save that API key in the extension
Note
Note that the Formstack API key will be visible to all collaborators in your base once it's been added.
Create Formstack documents
Once you've finished configuring the extension you will be prompted to select a record from your table.
Selecting any record will display a list of Formstack Documents you have available in the account associated with your API key. You can search for a specific document using the search field. If you do not have any Formstack Documents created for your account yet, you can log into Formstack to create one.
Choosing a document brings you to the options available for the PDF file.
The options are:
Upload the document to an attachment field. Selecting this option will prompt you for an attachment field in the same table where the generated file will be saved. Read-only collaborators cannot save to the attachment field
Open the document after it is created. When this option is selected, the PDF file will open in your browser. All permission levels can enable this option.
Below the options for the PDF file will be the list of Airtable fields mapped to the tag in the Formstack document. The Airtable field name must exactly match the Formstack tag. For example:
If your Formstack tag is {name}, your Airtable field name must be “name” (i.e. case sensitive).
If your Formstack tag is {Rental_Price}, then your Airtable field name must be “Rental Price” (i.e. the “_” character is a space between words in the field name in Airtable).
Inserting images from Airtable into a Formstack document
Formstack supports merges with JPEG and PNG image types. If you are inserting an image into a word document or PDF, we suggest you use {$column_name.0.url|insert_image:300:0} where you replace “column_name” with your actual column name.
If your images require a specific height or format, you can refer to Formstack’s support articles on how to customize these tags further for Word and PDF respectively.