Create HTML Table

Generate an HTML table from searched records (up to 100 rows).

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With the action “Create HTML Table”, you can generated an HTML table from searched records (up to 100 rows) automatically when the chosen trigger is activated.

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Trigger -> Action

The most important thing about a trick is understanding its conditions and actions. They have a simple generic structure:

When the condition (trigger) happens, then do (action).
Trigger -> Action

How to create

You just have to click on the "+ Automations" icon on the upper right corner of the screen to open the No code automations panel, and then on the "+ Create new automation" button:

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Select the trigger of your choice to activate the action, then select the "Create HTML Table" action, and fill in the options:

  • Choose table:
    • Tab that holds the records from which you'll create the table
  • Choose fields:
    • These fields will appear as columns on the table
  • Choose timezone:
    • This will affect date and datetime fields when creating the table
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  • Choose date format:
    • This will affect date and datetime fields when creating the PDF
  • Set conditions:
    • Conditions to filter the records that will appear on the table

Click on save

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