*Follow along in SmartSuite* here: partners.smartsuite.com/8ust3byf6ihl 👈👈 Grab my *FREE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration 👈👈
this is really good! This is promising, but the game changer will be the automations => generating pdf automatically and sending it to the customers (one by one or in bulk) These are key features for almost all of the projects I make for my customers. Today I do this with airtable and make (as the make module from airtable is better - for now - than smartsuite's). But with this feature, I will go on Smartsuite.
Hey Gareth - been many years since visiting, back since your Airtable days. That said, I'm looking at comparing the SmartSuite Document Designer to the AirTable Page Designer - would you happen to have a comparison matrix? If I'm understanding your video, straight up DD has relative sizing of elements, something which was a real deal-breaker with PD. I may have missed in this video too, but is there proper multi-page support, so for example, I could print out a 10 page product manual from the data in my apps?
Hi Karl, welcome! Yes multi-page docs are supported in SmartSuite's Page Document Designer, which is not the case for Airtable, which only permits single page docs.
Hi Gareth, this looks great. I wonder if there is a way to have the subtotal displayed as a currency. The Dollar sign disappeared after using the formula. I am considering switching from Airtable to SmartSuite, and I am really impressed by the features I see.
Thank you for this helpful tutorial. Is it possible to create a nice form or view to create new invoices and add some products with some kind of sub form. I saw that SmartSuite has Sub-Items fields but it seems that it's not possible to add lookup fields in it.
This is great! although I didn't get how I can select a specific record and then hit the document button to see exactly that info and not just browsing the arrows until I find the right invoice.
If you ‘lookup’ the price then in the future if you change the selling price for an item won’t it change the invoice totals for all invoices that include that item?
You lost me at Line items :( I'm really new to this, and I couldn't figure out how you setup the line item app. Also, is there a way to have several categories which contain several items under each category? Like Services, Medicines, Packages? Should each category be a different line item? TIA
What if we have clients and their projects require different items. How would I set up a client and a project that sends a contract with deposit due. Then down the road they want to change something on the contract, how would I add that to the contract?
Hi Gareth, great video! Have you ever come across the error "MULTIPLY: Argument with type ___ NOT allowed" (the blank space being the name of the field)? I used the exact same formula as you: [Products].[Price]*[Quantity] I tried with "Price" being a currency, a formula and number field. All of them gave me the same message. I even tried other functions and operators, but no success here either. The only thing that seems to work is CONCAT, but then I can't create operations with it anymore. Be well my friend.
I talked to SmartSuit support and they solved the problem. So, in case someone experiences the same problem the formula that worked is: SUM( [Products].[Price])*[Quantity] I had to use the SUM because the Products linked record allowed multiple entries.
@@GarethPronovost It is the formula you used in the Invoice demo. at position 6:21 - Create an Invoice in SmartSuite using the Document Designer CONCAT(ROUND(1000+[Auto Number],0)) When i do this exactly as you did i get a thousands comma in the result.
![GEEK TIMË [OFFICIAL AUDIO]](http://i.ytimg.com/vi/ry-6RvkH880/mqdefault.jpg)
*Follow along in SmartSuite* here: partners.smartsuite.com/8ust3byf6ihl 👈👈
Grab my *FREE TRAINING* that teaches the building blocks of automation: www.garethpronovost.com/webinar-registration 👈👈
this is really good! This is promising, but the game changer will be the automations => generating pdf automatically and sending it to the customers (one by one or in bulk)
These are key features for almost all of the projects I make for my customers. Today I do this with airtable and make (as the make module from airtable is better - for now - than smartsuite's). But with this feature, I will go on Smartsuite.
Totally agreed! The automations are what really sets this apart. Can't wait for those either!
I'm excited to get my hands on this feature! Can't wait for Alpha to come to us all.
I can't wait for the automation component!
Hey Gareth - been many years since visiting, back since your Airtable days. That said, I'm looking at comparing the SmartSuite Document Designer to the AirTable Page Designer - would you happen to have a comparison matrix? If I'm understanding your video, straight up DD has relative sizing of elements, something which was a real deal-breaker with PD. I may have missed in this video too, but is there proper multi-page support, so for example, I could print out a 10 page product manual from the data in my apps?
Hi Karl, welcome! Yes multi-page docs are supported in SmartSuite's Page Document Designer, which is not the case for Airtable, which only permits single page docs.
Hi Gareth, this looks great. I wonder if there is a way to have the subtotal displayed as a currency. The Dollar sign disappeared after using the formula. I am considering switching from Airtable to SmartSuite, and I am really impressed by the features I see.
Hi there! If the dollar sign doesn't come in from the field, you can add static elements to include it. Glad you're checking out SmartSuite!
Thank you for this helpful tutorial. Is it possible to create a nice form or view to create new invoices and add some products with some kind of sub form. I saw that SmartSuite has Sub-Items fields but it seems that it's not possible to add lookup fields in it.
This is great! although I didn't get how I can select a specific record and then hit the document button to see exactly that info and not just browsing the arrows until I find the right invoice.
If you ‘lookup’ the price then in the future if you change the selling price for an item won’t it change the invoice totals for all invoices that include that item?
Yes, good point! It's recommended to create a new record when changing prices so you don't alter previous data.
Hi Gareth is there time for an updated video for document designer. Are we able to add logos, etc.
Great point, Grant! We'll work on an update shortly
You lost me at Line items :( I'm really new to this, and I couldn't figure out how you setup the line item app. Also, is there a way to have several categories which contain several items under each category? Like Services, Medicines, Packages? Should each category be a different line item? TIA
What if we have clients and their projects require different items. How would I set up a client and a project that sends a contract with deposit due. Then down the road they want to change something on the contract, how would I add that to the contract?
Is that feature at the end you mention out? Click a button in the file upload field and automatically generate an invoice pdf?
Not exactly. They have released a feature that allows you to generate documents from data, but it can't be loaded into a button field.
Is there any news on when the automations will be coming?
No new update that I've heard!
Hi Gareth, great video!
Have you ever come across the error "MULTIPLY: Argument with type ___ NOT allowed" (the blank space being the name of the field)?
I used the exact same formula as you: [Products].[Price]*[Quantity]
I tried with "Price" being a currency, a formula and number field. All of them gave me the same message.
I even tried other functions and operators, but no success here either.
The only thing that seems to work is CONCAT, but then I can't create operations with it anymore.
Be well my friend.
I talked to SmartSuit support and they solved the problem.
So, in case someone experiences the same problem the formula that worked is:
SUM( [Products].[Price])*[Quantity]
I had to use the SUM because the Products linked record allowed multiple entries.
It may just be a bug. I'd suggest reaching out to support for confirmation. So long as both of the fields are numbers or currency, it should work!
When I use the same formula you used to generate the Invoice Number, I get a thousands comma in the result. What am I missing?
Sorry Gary, I can't tell without looking at your formula
@@GarethPronovost It is the formula you used in the Invoice demo.
at position 6:21 - Create an Invoice in SmartSuite using the Document Designer
CONCAT(ROUND(1000+[Auto Number],0))
When i do this exactly as you did i get a thousands comma in the result.