Plumsail
Plumsail
  • 69
  • 108 427
Crea documentos PDF automáticamente desde Airtable base de datos
Aprende a automatizar la creación de documentos en Airtable fácilmente con la extensión de Plumsail Documents. Este tutorial te guiará para usar la capacidad de Airtable como un generador de PDF, generando una conversión fluida de datos de Airtable a PDF. Aprende a optimizar tu flujo de trabajo con las funciones de automatización de documentos de Airtable, desde la configuración de plantillas hasta la configuración de la generación automatizada de PDF. Simplifica la automatización en Airtable y revoluciona tu proceso para manejar de documentos.
⏱️ Línea de tiempo
1️⃣ 00:00 Introducción 🎉
2️⃣ 00:59 Descripción de la Base de Datos 🔍
3️⃣ 01:11 Añadir un Botón de la Extensión de Plumsail Documents ➕
4️⃣ 01:28 Configurar un Botón de la Extensión en Airtable ⚙
5️⃣ 01:41 Crear un Proceso de Generación de Documentos en Plumsail Documents 🔄
6️⃣ 02:06 Configurar la Plantilla de Factura 🧾
7️⃣ 03:08 Añadir Imágenes al Documento Final 🖼️
8️⃣ 04:03 Configurar el Archivo Final 🗂
9️⃣ 04:31 Configurar la Entrega de Archivos 📬
🔟 05:21 Adjuntar un Documento PDF a un Registro de Airtable y Finalizar la Configuración del Botón de la Extensión 📎
1️⃣1️⃣ 05:57 Generar un Documento PDF desde Airtable 🔗
Mira ahora para mejorar tu productividad y estrategia de manejo de documentos. 🌟
#como #airtable #pdf #plumsaildocuments #automatización #facturaelectrónica
Enlaces:
Comienza una prueba gratuita de 30 días, no se requiere tarjeta de crédito - plumsail.com/documents
Suscríbete en LinkedIn - www.linkedin.com/build-relati...
Haz una pregunta en nuestra comunidad - community.plumsail.com
No dudes en enviar una solicitud a nuestro soporte - support@plumsail.com
Artículo original - plumsail.com/blog/documents-a...
มุมมอง: 59

วีดีโอ

Use JavaScript in SharePoint forms: Manipulate SharePoint fields
มุมมอง 12114 วันที่ผ่านมา
Discover how to leverage #JavaScript within #SharePoint #forms in this detailed tutorial. Learn to dynamically manipulate fields, validate data, and implement conditional logic with #PlumsailForms. Whether you're adding simple validations or configuring complex interactions, this video will #guide you through using the rich JavaScript to enhance form functionality, improve user interactions, an...
Migrate to the cloud with SharePoint Forms - Customer Story
มุมมอง 66หลายเดือนก่อน
In this video, we'll tell you how Consult2.Cloud, our long-term partner, uses Plumsail Forms to develop cloud solutions and assist clients in migrating to cloud platforms. ⏰ Timeline 00:00 - Introduction: meet Justin from Consult2.Cloud 00:41 - About Consult2.Cloud: evolution from Digicore Technologies to cloud solutions 03:03 - Challenges before using Plumsail: transitioning from traditional t...
Create Interactive Org Chart from Excel or CSV for SharePoint and Microsoft Teams
มุมมอง 339หลายเดือนก่อน
In this video, you’ll learn how to create an interactive #OrgChart using Plumsail Org Chart with #Excel or #CSV as your data source. We’ll guide you through every step, from organizing your data to adding the Org Chart as a web part in #SharePoint. You’ll also discover how to configure key fields and templates, and finally, share your Org Chart in #MicrosoftTeams. 🕒Timeline 00:00 - Introduction...
Create Interactive Org Chart from Azure Active Directory AD (Entra ID) for SharePoint and MS Teams
มุมมอง 255หลายเดือนก่อน
This video demonstrates how to set up an interactive #OrgChart using #PlumsailOrgChart by connecting it to Entra ID (formerly Azure AD). You'll learn to add it as a web part to #SharePoint, configure data sources, and customize templates to meet your organization’s needs. 🕒Timeline 00:00 - Introduction 00:25 - Organize your Entra ID (Azure AD) 01:05 - Add Org Chart to SharePoint as a web part 0...
Create Interactive Org Chart from User Profiles for SharePoint and Microsoft Teams
มุมมอง 252หลายเดือนก่อน
Create an interactive org chart using SharePoint user profiles for #SharePoint and #MicrosoftTeams. This video demonstrates how to set up the org chart by adding a web part to your site, configuring data sources, and selecting designs. Learn how to add custom properties for assistants and dotted line managers, correctly configure employee photos, and integrate the chart into Microsoft Teams. 🕒T...
Create Interactive Org Chart from SharePoint List for SharePoint and Microsoft Teams
มุมมอง 1.1K2 หลายเดือนก่อน
Discover how to create an interactive #OrgChart for #SharePoint and Microsoft Teams using a SharePoint list as your data source. 📊 This tutorial walks you through setting up your SharePoint list and configuring the Org Chart with #PlumsailOrgChart. Perfect for those looking to optimize their SharePoint environment! 🖥️ 🕒Timeline 00:00 - Introduction 00:27 - Organize SharePoint List 02:10 - Add O...
Org Chart for SharePoint and Microsoft Teams in Microsoft 365 - Features Overview | Plumsail
มุมมอง 4972 หลายเดือนก่อน
Create your business's organizational structure into dynamic visuals with Plumsail #OrgChart. Ideal for companies of all sizes, our solution works seamlessly in #Microsoft365 and on-premises environments (SharePoint Server 2019, 2016, and others). 🎯 Try Plumsail Org Chart for SharePoint for free: plumsail.com/sharepoint-orgchart/ Key Features: 🔹 Seamless Integration: Easily integrate with #Shar...
SharePoint Forms Tutorial: Customize Forms with JavaScript | Part 6
มุมมอง 3003 หลายเดือนก่อน
This video #guide demonstrates how to use Plumsail Forms for #SharePoint to create and customize SharePoint forms step-by-step. Learn how to integrate #JavaScript to enhance #SharePointForm functionality, add custom buttons, perform asynchronous validation, and automate calculations. #PlumsailForms for SharePoint offers numerous out-of-the-box features for data #automation and SharePoint optimi...
SharePoint Forms Tutorial: Signature, DataTable, Likert Scale | Part 5
มุมมอง 2273 หลายเดือนก่อน
In the fifth part of Forms for SharePoint Guide, we delve into the powerful features of Ink Sketch (Signature), Data Table, and Likert Scale controls. Learn how to create dynamic #Forms, enhance user input, and streamline data management in #SharePoint with the help of Plumsail Forms. Whether you're designing service request forms, feedback surveys, or collecting signatures, this guide has you ...
Create documents in Airtable Interfaces and Automations. Step-by-step guide
มุมมอง 2284 หลายเดือนก่อน
Create documents in Airtable Interfaces and Automations. Step-by-step guide
SharePoint Forms Tutorial: Create form sets and custom routing | Part 4
มุมมอง 2024 หลายเดือนก่อน
SharePoint Forms Tutorial: Create form sets and custom routing | Part 4
InfoPath Forms Replacement - Customer Story
มุมมอง 885 หลายเดือนก่อน
InfoPath Forms Replacement - Customer Story
SharePoint Forms Tutorial: Work with related lists or libraries | Part 3
มุมมอง 3455 หลายเดือนก่อน
SharePoint Forms Tutorial: Work with related lists or libraries | Part 3
How to split PDF files in Power Automate
มุมมอง 9305 หลายเดือนก่อน
How to split PDF files in Power Automate
SharePoint Forms Tutorial: Lookup & List or Library controls | Part 2
มุมมอง 9145 หลายเดือนก่อน
SharePoint Forms Tutorial: Lookup & List or Library controls | Part 2
How to convert Excel to PDF using Power Automate
มุมมอง 2.5K6 หลายเดือนก่อน
How to convert Excel to PDF using Power Automate
SharePoint Forms Tutorial: Design your form | Part 1
มุมมอง 1.6K6 หลายเดือนก่อน
SharePoint Forms Tutorial: Design your form | Part 1
Evaluation Forms and Automated Assessment Reports for Occupational Therapy - Customer Story
มุมมอง 1016 หลายเดือนก่อน
Evaluation Forms and Automated Assessment Reports for Occupational Therapy - Customer Story
Convert XLS to XLSX, DOC to DOCX, PPT to PPTX in Power Automate
มุมมอง 3.2K7 หลายเดือนก่อน
Convert XLS to XLSX, DOC to DOCX, PPT to PPTX in Power Automate
Airtable Document Automation: Create PDF from Airtable Data
มุมมอง 2K7 หลายเดือนก่อน
Airtable Document Automation: Create PDF from Airtable Data
Read CSV files in Power Automate and bulk generate documents
มุมมอง 1.1K8 หลายเดือนก่อน
Read CSV files in Power Automate and bulk generate documents
How to import HTML and Rich Text from SharePoint into a Word Template with Power Automate
มุมมอง 2.8K8 หลายเดือนก่อน
How to import HTML and Rich Text from SharePoint into a Word Template with Power Automate
Cost-Efficient Property Management System Using SharePoint - Customer Story
มุมมอง 1799 หลายเดือนก่อน
Cost-Efficient Property Management System Using SharePoint - Customer Story
Automate SharePoint Employee Onboarding with Power Automate - HR documents template
มุมมอง 4039 หลายเดือนก่อน
Automate SharePoint Employee Onboarding with Power Automate - HR documents template
SharePoint Forms: Create a Modern Form in SharePoint
มุมมอง 7329 หลายเดือนก่อน
SharePoint Forms: Create a Modern Form in SharePoint
How to export SharePoint list into PowerPoint presentation
มุมมอง 3K10 หลายเดือนก่อน
How to export SharePoint list into PowerPoint presentation
Convert SharePoint List Items to PDF using Plumsail Documents in Power Automate
มุมมอง 1.3K11 หลายเดือนก่อน
Convert SharePoint List Items to PDF using Plumsail Documents in Power Automate
Interactive Org Chart for SharePoint Online | Plumsail
มุมมอง 2Kปีที่แล้ว
Interactive Org Chart for SharePoint Online | Plumsail
Save Microsoft Forms response to SharePoint HelpDesk ticket and notify Microsoft Teams channel
มุมมอง 1.5Kปีที่แล้ว
Save Microsoft Forms response to SharePoint HelpDesk ticket and notify Microsoft Teams channel

ความคิดเห็น

  • @Plumsail
    @Plumsail 23 วันที่ผ่านมา

    Start your free 30-day trial of Plumsail Forms today! 👉 plumsail.com/forms/sharepoint-forms

  • @michaelolaleye5215
    @michaelolaleye5215 2 หลายเดือนก่อน

    Hi My issue is how to replicate about 5 completed fields in one PDF document to other separate 10 or 20 pdf documents. (the names and positions of the fileds to treplicate in the one document, are identical in the other (identical) documents too.)

    • @Plumsail
      @Plumsail หลายเดือนก่อน

      Hi! Please drop a message at support@plumsail.com.

  • @Plumsail
    @Plumsail 2 หลายเดือนก่อน

    th-cam.com/video/gkhGJmM_gxs/w-d-xo.html

  • @Plumsail
    @Plumsail 2 หลายเดือนก่อน

    th-cam.com/video/PUsNLugROP8/w-d-xo.html

  • @Plumsail
    @Plumsail 3 หลายเดือนก่อน

    Previous parts: - Design your form | Part 1 th-cam.com/video/gkhGJmM_gxs/w-d-xo.htmlsi=e8wEUTTmueK6JBVA - Lookup & List or Library controls | Part 2 th-cam.com/video/OJBt9rN49Vk/w-d-xo.htmlsi=QDfcWDjxb_AbYqqb - Work with related lists or libraries | Part 3 th-cam.com/video/BXmN7cxVoMM/w-d-xo.htmlsi=YVDiX9bFX2Fsy0ob - Create form sets and custom routing | Part 4 th-cam.com/video/Uk5fkjRfNKY/w-d-xo.htmlsi=bvxagUTKJX5DBjWj

  • @Linitaa78
    @Linitaa78 3 หลายเดือนก่อน

    Gracias , acá desde chile

  • @Plumsail
    @Plumsail 4 หลายเดือนก่อน

    🎥 Watch Full Video 👉 🔗 th-cam.com/video/jwSi2AgIBmg/w-d-xo.html 📖 Read Original Article 👉 🔗 plumsail.com/blog/documents-airtable-extension

  • @Plumsail
    @Plumsail 4 หลายเดือนก่อน

    📰Original article plumsail.com/docs/documents/v1.x/user-guide/processes/examples/create-pptx-from-sharepoint-list.html

  • @mauriziofidanza1743
    @mauriziofidanza1743 4 หลายเดือนก่อน

    Hi! Very usefull tutorial!!! About the "Filtering SharePoint List/Library section": it's the CAML Query filter delegate to the server or it's the filter Client Side applied? Thanks!

    • @Plumsail
      @Plumsail 4 หลายเดือนก่อน

      Dear @mauriziofidanza1743, The CAML filtering is done on the server - when you apply the filter, the items are fetched from the server with the filter applied. There are some known limitations when working with over 5,000 items in a SharePoint Online List, make sure that the filtered columns are indexed to make it work.

  • @mauriziofidanza1743
    @mauriziofidanza1743 5 หลายเดือนก่อน

    Hi! Usefull tutorial! What if the parent list it's of about thousand of items let’s say 50.000?

    • @Plumsail
      @Plumsail 5 หลายเดือนก่อน

      Hi! Yes, we support large lists but if you set a large list as data source of a List or Library control, a lookup column connecting it to a parent list must be indexed: support.microsoft.com/en-us/office/add-an-index-to-a-list-or-library-column-f3f00554-b7dc-44d1-a2ed-d477eac463b0

  • @kristinemacule4948
    @kristinemacule4948 5 หลายเดือนก่อน

    For a life of me i can not find generated document despite all reports being ok . The part where one has to specify a folder in plumsail account is not really clear and so rushed

    • @Plumsail
      @Plumsail 4 หลายเดือนก่อน

      Hi! You can refer to our documentation at plumsail.com/docs/documents/v1.x/user-guide/processes/deliveries/sharepoint.html for a better understanding. If you still can't resolve your issue, you can reach out to our support service; the contact details are available in the video description.

  • @kristinemacule4948
    @kristinemacule4948 5 หลายเดือนก่อน

    Thank you usefull video, but i wish it was not so quick paced especialy in crucila places, I need to pause and rewind numerus times

    • @Plumsail
      @Plumsail 5 หลายเดือนก่อน

      Thank you for your comment, we will try to take it into account in future videos :)

  • @kristinemacule4948
    @kristinemacule4948 5 หลายเดือนก่อน

    Also not mentioned how you inserted token in word document

    • @Plumsail
      @Plumsail 5 หลายเดือนก่อน

      Hi, to insert a token into a Word document, you need to create a template and manually place the token in the desired location. The token format {{value}:html} is used to integrate HTML or rich text data into the document. More information about Word template syntax can be found in our documentation ➡shorturl.at/bQ0Ln

  • @kristinemacule4948
    @kristinemacule4948 5 หลายเดือนก่อน

    is it poslible to insert in one document multiple list lines ? (For example if template contained table repeat )

    • @Plumsail
      @Plumsail 5 หลายเดือนก่อน

      Yes it is possible, if you need to do this you can write to our support team (support@plumsail.com) describing your situation in detail and they will help you.

  • @chanpreetkaur4064
    @chanpreetkaur4064 6 หลายเดือนก่อน

    Action to create docx document from template is not available in power automate. Can you please help with that?

    • @Plumsail
      @Plumsail 5 หลายเดือนก่อน

      Hi! Select the Plumsail Documents application in the actions. If you have any other questions, please write to support@plumsail.com, our team will be happy to help.😀

  • @make_yourself_smarter
    @make_yourself_smarter 6 หลายเดือนก่อน

    Hi Plumsail Team, I really like your video. How long do I have to wait for a new video of the series?

    • @Plumsail
      @Plumsail 6 หลายเดือนก่อน

      Hi! Thank you! The next video in the series is currently in production, and we plan to release it in early May. If you haven't subscribed to our channel yet, do so to avoid missing out!🙂

  • @taidao5246
    @taidao5246 6 หลายเดือนก่อน

    i can't install this app???...

    • @Plumsail
      @Plumsail 6 หลายเดือนก่อน

      Dear @taidao5246, If you are struggling at any step of the setup process, please, contact us at plumsail.com/support for help

  • @javaidiqbal8467
    @javaidiqbal8467 6 หลายเดือนก่อน

    Best

  • @bhakti_krishann
    @bhakti_krishann 7 หลายเดือนก่อน

    Is it free ??? Can we use plumsail converter on production..? How much converter free for a month ?? It is free for lifetime

    • @Plumsail
      @Plumsail 6 หลายเดือนก่อน

      Hi! You can try the app for free with our 30-day trial version by following the link in the video description. Information about tariffs is available on our website at plumsail.com/documents/store/.

  • @Ayan_YT11
    @Ayan_YT11 8 หลายเดือนก่อน

    A helpful video for my today task.

    • @BorkoBacic
      @BorkoBacic 8 หลายเดือนก่อน

      Glad we were able to help. Feel free to explore other videos on our channel.

  • @viorel-
    @viorel- 8 หลายเดือนก่อน

    These are mega useful for finding out new ways we can use Plumsail! Thank you very much!

  • @akshayyadav1260
    @akshayyadav1260 8 หลายเดือนก่อน

    Hey I'm also trying to download but I didn't find this 3 dot (upper right corner) to download chart as pdf How could I download then ..I used org chart web part .....it is applicable for web part or I have to create list for chart

    • @Plumsail
      @Plumsail 8 หลายเดือนก่อน

      Hi! you can contact our support team at support@plumsail.com. Please include screenshots of your situation.

  • @GoodDeal123
    @GoodDeal123 ปีที่แล้ว

    Very helpful. Thanks for yet another great tutorial. Your documentation makes all the difference. A+

  • @vbaexpert4047
    @vbaexpert4047 ปีที่แล้ว

    no i co

  • @anitahodge5507
    @anitahodge5507 ปีที่แล้ว

    This is why I love your channel!! I am suprised that you haven't researched "Promosm"!!!

  • @michabak4391
    @michabak4391 2 ปีที่แล้ว

    3:19 - Could you tell more about customizing forms for widgets?

    • @Plumsail
      @Plumsail 2 ปีที่แล้ว

      Hello! Please, check this instruction plumsail.com/docs/help-desk-o365/v1.x/Configuration%20Guide/Widget%20forms%20customization.html Feel free to contact our support team support@plumsail.com to ask more questions.

  • @jefflacarte9225
    @jefflacarte9225 2 ปีที่แล้ว

    The video doesn't seem to match the audio instructions. For example the person talking instructs the viewer on how to add a signature to their responses, but the video just shows a user adding a youtube video to the notes. Further, there is audio instruction on how to setup canned responses, but again the video doesn't match.

    • @Plumsail
      @Plumsail 2 ปีที่แล้ว

      Hi Jeff Lacarte! Thank you for your comment. We're in the process of updating all the Getting started videos for the Plumsail HelpDesk. Soon we'll add a new video on how to work with tickets. Stay tuned:)

    • @parcp
      @parcp 8 หลายเดือนก่อน

      Hi@@Plumsail, now a year later the audio and video is still not in sync. Check some 2,5 minutes into the video and it will starts to get messy. I'm sorry but your definition of "soon" is not impressing.. where is the updated video?👎

  • @monkeyd2750
    @monkeyd2750 2 ปีที่แล้ว

    Is there an example with using an excel table to fill the mergefields

    • @Plumsail
      @Plumsail 2 ปีที่แล้ว

      Hi Monkey D! Apologies for the late reply. Take a look at this tutorial that describes how to merge Microsoft Forms submissions into Excel plumsail.com/docs/documents/v1.x/user-guide/processes/examples/create-excel-and-pdf-documents-from-microsoft-forms.html

  • @jorgezavala5512
    @jorgezavala5512 2 ปีที่แล้ว

    This tutorial is TERRIBLE.

  • @suresh3k100
    @suresh3k100 2 ปีที่แล้ว

    I would like to know if any subscription charges. Thanks

    • @Plumsail
      @Plumsail 2 ปีที่แล้ว

      Greetings Suresh Kunnakkat! Plumsail Documents provides a one-month free trial so you can thoroughly test the functionality. After the trial, you can choose one of the pricing plans according to your needs. Please, check the Plumsail Documents pricing plumsail.com/documents/store

  • @SanaUllah-up1un
    @SanaUllah-up1un 2 ปีที่แล้ว

    I am using trail version, List and library controls is missing in left panel/navigation .. I am using Form designer client version is 3.1.5, is it missing in trail or already removed in latest version

  • @niralibhuta657
    @niralibhuta657 3 ปีที่แล้ว

    Very helpful video. I am new to PlumSail forms for SharePoint and by far have enjoyed working with it. I have one query about publishing forms to external customers. I just created a form and used lookup function and it works fine and I am able to test it. Now I want to send someone a link to this form so they can fill the form out for me and I can test whether it is working or no. How do I achieve this?? I want them to see just the form and nothing else. Please guide.

  • @pixilladesigns1
    @pixilladesigns1 4 ปีที่แล้ว

    Once in a great while a product comes along that is so useful and so undervalued that you wonder why everyone isn't using it. SPForms and now Plumsail Forms are like that. A great price for a great product. It's really great. I sincerely hope you guys stick around. Your work is unparalleled.

    • @Plumsail
      @Plumsail 4 ปีที่แล้ว

      Thank you for the kind words, we do strive for the best! If you have any feedback, requests or questions, don't hesitate to contact us in our community or support@plumsail.com, we read all the messages :)

  • @alisyed5915
    @alisyed5915 4 ปีที่แล้ว

    I like your guys forms, thanks

    • @Plumsail
      @Plumsail 4 ปีที่แล้ว

      You're very welcome, please, enjoy!

  • @thekeyj4616
    @thekeyj4616 5 ปีที่แล้ว

    So Good

  • @1Eagler
    @1Eagler 5 ปีที่แล้ว

    Can you add javascript files or Webparts?

    • @Plumsail
      @Plumsail 5 ปีที่แล้ว

      Dear Christos, Sure, you can use JavaScript either directly or attach files. The product includes rich JS API with lots of events, and custom properties and methods for various fields and controls. We also include jQuery and pnp-js libraries on our forms. Web parts are not supported currently though. If you have any other questions, please, contact us at support@plumsail.com, we'd be happy to assist.