Documents from Multiple Records

By default, Documint generates data based on an individual record or row. But what if you need several records to display on your template? Here are the steps to achieve this result.

1. Head over to Airtable and create a table that will group all your record items together. In this example, we will want to display all the description in the Line Items table along with each record's information like price, quantity, etc.

2. Once you have a table ready to group these line items, create a linked record field. In this example, we decided to group all the line items in the Invoice table.

Documents will be generated from the Invoice Table.

3. Begin adding all the records you need to be displayed in the document.

See the Filter List functionality to filter items needed to be displayed.

Remember to expand the Linked Record in the Airtable Connection.

4. Add the Generation Link or Automation script to the new table created.

Documint Template Designer Page

5. Create a Row with the number of elements you will need to create the line items. Select the Row and Edit Logic.

Adding a rows to a row and then adding more columns will align fields better.

6. In the Logic editor, select Repeat/Loop and select the name of the linked field created in the earlier steps. In our example, we will loop over the fields from the "Line Items" table.

7. Edit the template style as desired.

8. In Airtable, generate a document to see all your records! No more typing items from your database one by one!