Hi, I have a pretty simple request which seems difficult to accomplish on Fibery – maybe someone sees a possibility via API or scripting?
I have convinced our Fundraising specialist to move from Excel sheets to Fibery, as the information volume got too big and the first problems like having unsynchronized information pieces within different sheets started showing up.
She needs to be able to print a table with all the information and status updates of all entities (= potential donors). Since Fibery doesn’t show rich text content within tables, (which would prerequisite adjustable row height anyway, which I hope is also on the radar), she cannot just export the table to excel, slightly adjust and print.
Is there any way to export chosen information including rich text fields into excel?
The workaround would be to export all non-rich-text fields, then add each rich text context individually, but this would be gruesome work for 150 entities.
Before I start going into a day-long loophole of trying something which in the end doesn’t work, I want to ask::
Could I use e.g. make.com to extract all fields incl. rich text content into a Google Sheet?
I guess my question boils down to the question: can you extract rich text content via API (which I believe you can), and has someone else already done this and could let me know his or her solution to this?
If not I guess it’s time for me to dig into some programming and Fibery’s API
The preferred endgoal would be to choose desired entities and with the click of a button create a “report” in form of a sheet including all desired information in the desired format.
Correct, content in two rich-text fields to be exact.
Great, thanks for the confirmation. This probably means any desired format is programmable, I “just” need to learn how.
There are several reasons:
There is no print option which would allow to print the feed view in a visually appealing manner.
She needs two rich-text fields
You can show fields but cannot adjust how you want to see them (move, resize, format…). Also, you see only the contents, but not the field name. With varying content size it doesn’t look clean this way.
She needs to update a committee (consisting mainly of older people in high positions) about the status of each potential donor, so she prints a formatted table (~10 pages) with all the information, which she hands over to everyone before they go through it one by one.
→ Go to table XY
→ Create row
→ Assign and insert field contents (incl. rich-text) into the colums
From there, she can do some formatting adjustments and print it out.
Does this sound about right? Will diving into the API docs and start with some simple proof-of-concept be the way to go?
Depending on a value in a category field the entity is shown under in progress, open, or rejected
Already formatted as shown i.e. adjusted font size to column, column width…
Status shows all or e.g. the most recent 5 “updates” which are another type linked to contacts.
Just as in the image above?
Similarly but in a different context (HR), could I with the click of a button create a Word or PDF document for e.g. an employment contract out of an entity?
I know you can create documents using markdown, but I am thinking of having a pre-configured word document with data fields in them where the data like name, position and so on just goes into these placeholder data fields and gives out a PDF?
This is unfortunately not possible, and I imagine it is very unlikely to be something that Fibery would ever support.
Indeed you can, but it is not a very WYSIWYG approach, so I understand why it isn’t appealing.
At this stage, I think the easiest option would be to create an automation that transfers the rich text contents to a simple text field (solely used for this purpose and hidden on entity view) and create a Table view with the columns laid out as you need.
You can then export as CSV.
You can sort by stage (In progress, Open, etc.) but you won’t get the separator rows as shown in your image, but if you drop the csv into Excel, you can probably apply some conditional formatting to make it easier to interpret.
This is very unfortunate. I think document creation is something you use in many functions, you could create invoices, offers, letters, HR documents, reports, and much much more. If you need an extra program, so be it. Maybe I’m too enthusiastic with Fibery’s potential… maybe I’m not
For now, it doesn’t sound impossible to send relevant information via an API to a Google Doc template, no?
Indeed. But maybe doing it the other way is an option: first create a MD on Fibery, then find an automated solution to merge that to a document template with logos etc.