How to generate a csv file for each of my clients?

How To
,
1

Hi Everyone!

I have two tables in Airtable, Clients and Orders. The final CSV file will go to Google Drive. After this is set up correctly, I will try and figure out how to upload to Airtable.

I need my scenario to go through each record in the Clients table and then for each client search the Orders table in a field with the text “Week 1” to create the data for the CSV file.

The search with the formula for {Field Name}=“Week 1” works no problem.

I’ve got the upload to Google Drive working, but all of my CSV files are exactly the same for each client. In other words, it’s just grabbing everything from the search for ‘Week 1’ in the Orders table without distinguishing which client the orders belong to.

How do I fix this scenario so it runs through for each client?

Thank you

Capture1
Capture1787×297 41.2 KB

2

Okay, I got it working. Here’s what I did, in case it helps someone else.

Capture
Capture1082×326 26.7 KB

I didn’t need the Iterator module.

Airtable Search Module: Just outputs a bundle that contains the client name, which is what I used in the formula in the next module.

Airtable Search Module: Outputs all the fields needed to generate my CSV file. Also, it filters the records from the Formula Field:

AND({Client Name}=“{{1.Client Name}}”,{Dynamic Report}=“Week 1”)

Both expressions have to be true for it to pass.

  1. The first expression says the field called Client Name from the client’s table must equal the output from the first module (1. Client Name).

  2. The second expressions says the field called Dynamic Report from the orders table must equal the text, “Week 1”.

2 Likes