I like the DocsAutomator integration for Noloco but it unfortunately lacks filtering options.
It would be great if those could be added.
For example if I want to print a list of reports from a Project, I might only want to include reports from last month or only reports with the status “approved” etc.
I’ve been solving for this by using workflows or other configuration to make sure that the linked list of line items (or reports, in your example) are already the “filtered” dataset. In other words, workflow fires to link the right records to the project, and then DocsAutomator is ready to just generate the PDF.
However… after reading your request I completely agree. My workaround above is often cumbersome and leads to a slower generation time. Being able to have a “proceed with these line items” or “proceed with this list” filter in the DocsAutomator step would save a LOT of time in configuration and in the execution. I picture that as a simple “filter” step for the list of line items passed into DA.
Hmm yea I mean all the records are linked to the project already.
Right now we use a checkbox field “Print” to select the records that should go onto the document and then we’d need a simple filter step within the automation to only print reports where “print” is checked. So i guess it’s not even too different to your approach.
It would actually be even nicer to use regular filters of a Table view and then print based on those filters set within the app but I guess that would be more complicated. I’d be happy with the simple hardcoded filter within the Workfllow.
Since we use Airtable as DB we have access to filters via the DocsAutomator - Airtable integration so its not the end of the world. But I actually really like the Noloco Integration, especially for the easy Lookup fields and the ability to move the generated PDF into a different record in one workflow.