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Hello. I am using interfaces to build an order form. I need to collect the standard client info, but the “order” details are complex. For one item the necessary information includes: Room, Height/Width, quantity, attachment style, rail color, fabric family, fabric color, price per unit and total price.

 

In Excel/PDF it looks like this: 

 

And then at the bottom it provides a subtotal, tax (via a formula) and total.

 

I am trying to re-create it in interfaces but REALLY struggling. Any ideas or suggestions? Anyway to get more than 3 columns? Or have the columns pull/complete the same form?

 

I have created this, but it seems lot of LOT of work for “one row” in Excel and it then pushes into 3 different forms

 

I should add...I will be the person completing the “order form” on behalf of the client but the output needs to be presentable to them (preferably PDF)

Hey ​@ashland 👋

The Layout component only allows for a maximum of 3 columns at present. I’d suggest getting in touch with our Support team if you require more than 3 columns, they’ll be able to put in a feature request to have that increased.

That said, it sounds like the purpose here is to create an invoice PDF that you can send to the customer, right?

If so, I’d recommend giving this Invoice Form template a try: https://zapier.com/templates/details/invoice-form

It’s got the basics for capturing line item details within a single Interfaces form, uses Zapier Tables to store the order details and will generate Zaps to calculate the totals and email the invoice details to the customer. 

You’d need to tweak the setup to add additional line item fields and if needed, add conditional logic to the form to show or hide fields based on the item selected. The Zap that emails the order details won’t include a PDF version of the order details so you’d need to add an action to generate the PDF itself. You could use an app like PDF.co for example to generate the pdf (see other Document-related apps here), then attach that PDF to the email, instead of having the order details included in the body of the email. 

Would that approach work for your needs here?

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