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Airtable export sitemap pdf pdf#
Airtable export sitemap pdf install#

Airtable export sitemap pdf install#

Then, select "Install an extension" and install the org chart extension from the extension marketplace.

Add the org chart extension - Click the "Extension" button at the top-right-hand side of your base.

Once you've decided you can link the appropriate records and add the org chart extension. How you configure the linked record field is up to you and what works best for the information in your base. The linked record field is considered a "child" field in this scenario. With this approach, each employee would be added as a linked record next to their manager. The other scenario is to link managers (the "parent") to each of the employees (the "child"). The linked record field is considered a "parent" field (which will be covered more in the org chart settings). In this scenario, the linked record field for any given employee will contain a link to the record with their manager's name. Scenario 1: Parent fieldĪn employee (the "child") can be linked to their manager (the "parent").

Using our employee org chart as an example, there are two scenarios you could choose from. Because an organizational chart is a hierarchy, a common way to describe the relationship between one record and another can either be as a "child" or as a "parent". Once you've added the linked record, you'll need to decide on its relationship type in the context of the organizational chart. The org chart extension only works with records linked in the same table it is not intended for use with records on different tables.ĭecide on the linked record relationship type Choose the "linked record" field type, and make sure to choose the same table where you're adding the field to link records to (as opposed to linking to a different table). If you don't have an existing linked record field, start by clicking the + button (next to your last existing field) to create a new field. In our example, this field will be used to associate, or link, employees to their managers. To use the org chart extension, you'll need to have a table containing at least one linked record field configured to link to the same table (e.g. In addition, header info (like that shown in rows 1-3) would need to be pulled from the records, and simple calculations (like those shown at the bottom of the sheet) would need to be performed.Extensions let you extend the functionality of your bases: you can use extensions to bring new information into Airtable, visualize and summarize your records in colorful ways, and even directly integrate your Airtable bases with your favorite extensions. Each expense record would be listed as a row in the table (like the highlighted rows shown in the example). All the user would have to do is select a “job” and all expense records linked to that job would be gathered up and processed.

Airtable export sitemap pdf pdf#

I’d like to automate the Cost Sheet data entry process so that, at a push of a button, any member of my team can generate a pdf with this same info, and with data pulled from Airtable records. It’s easy enough to create a table to track individual expenses and link them to any open job in our “jobs” table, but when it comes to billing, we need a single document that captures ALL the expenses related to a job and presents them together in a report much like the attached “Cost Sheet”, which we currently produce manually for each job in Excel. Working well so far, until we get to expense tracking. We are experimenting with Airtable as a project management tool for our Graphic Design Firm.