Implement Line Items with Typeflow

Line items are a crucial feature of Airtable. They help organize and structure detailed information within a record. It is used for invoices, purchase orders, or other business documents that require itemized entries.

They allow a hierarchical relationship between a main record (like an invoice) and its associated sub-items (like individual products or services).

That's why at Typeflow, we shipped a feature around Line items so you can easily build invoices, purchase orders, or whatever you want.

Let me guide you step by step.

Need help to set up Typeflow first? Feel free to check out this documentation.

How to implement line items in my Google Docs template

In your Google Docs template, follow these steps:

  1. Create a table with rows.

  2. Add your variables in each cell you want data from Airtable.

  3. Add this specific variable {{loop_0}}. It will tell Typeflow that it needs to handle line items.

  4. If you need access to another line item, you can create another table. You will name your specific variable {{loop_1}} this time.

That's it.

How to configure my line items in Typeflow

Thanks to your template's variable {{loop_X}}, Typeflow will allow you to access another table and all its fields.

  1. From your main table, choose a linked record with another table.

  2. Now, you can access all the fields from your linked table.

  3. Map your Google table variables with the Airtable fields from your linked table.

  4. Select a record to generate a PDF test.

  5. The table size adjusts automatically based on the number of line items.

If you want to implement image in line items, then you need to use this variable:
{{loop_image_xxx}}, replace image by whatever you want.

If well implemented, then you can set the image width.

For the rest, you can follow this tutorial guide to set up Typeflow correctly.

If you encounter any issues while implementing or using Typeflow, please get in touch with k@typeflow.us. We're here to help!

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