View Type - How to Create a Google Docs/Sheets/Slides Editor View Type


About the Google Docs Editor View Type in On2Air: Amplify

The Google Docs Editor View Type allows you to edit and view information in Google Docs, Google Sheets, or Google Slides. You can view and edit any document, spreadsheet, or presentation and slide deck inside Airtable.

In this article:

Add the Google Docs Editor
Google Docs Editor Settings
Using the Google Docs Editor
Manage Layout
Search and Switch to a New Record
Configure Search Settings
Browse Records in Your Table
View Current Record in Airtable View
Delete the View Type Column

Other View Types Available
Current Record Editor
Record Previewer
Linked Record Editor
Linked Table Viewer
Table Viewer
Markdown Editor
HTML Editor
JSON Editor

Add the Google Docs Editor

To add a Google Docs Editor view type

Google Docs Field Type must be a URL, Text, or Formula Field Type

Click the + icon (Add a new column) in the viewer layout
Choose Google Docs Editor
Click Add
Choose the Google Docs field you want displayed

Google Docs Editor Settings

The Google Docs Editor Settings panel is where you can choose your Google Docs/Sheets/Slides field, Attachments Save Field, Attachments Save Mode, and How to Generate Google Docs Link Automatically

You must be logged into your Google account and be either the Owner of the document or have 'Shared' Access to the document/sheet/slide

Click the Settings icon
Select Editor Settings

Settings

Google Doc ID/URL Field - Choose the field containing the URL or ID of the Google Doc/Sheet/Slide you want to display

Google Doc Type (Default AUTO DETECT) - Select the type of Google Doc to display

Save Field - Select the Attachments field where you want to save your documents/sheets/slides

Attachment Save Mode -
Options:
Append - Attach to the end of the list of Attachment documents
Override - Override any Attachment documents currently inside the Attachments field - REMOVES any attachments already inside the field
Prepend - - Attach to the beginning of the list of Attachment documents

Generate Google Doc Links Automatically - Learn how to integrate your Google Docs with On2Air: Actions to automatically manage your Google Docs

Once you’ve chosen your settings, click the icon arrow to display the Google Docs Editor

Using the Google Docs Editor

In the Google Docs Editor, you can edit and view your document, sheet, or slide just like you're in Google Drive. It contains all the same functionality and will be automatically synced inside Google Drive.

To view the Editor in full screen

Click the full screen icon. This will expand the Editor to full screen inside the Amplify app.
To remove the Amplify menu, click the arrow

Google Doc Editor menu

Download As - Download the document to your computer. Depending on the type, you can choose to download it as a PDF, MS Word, HTML, Text

Import as Attachment - You can add the document as an attachment in Airtable
IMPORTANT - The document must be a PUBLIC document to use this feature. If you import it as an attachment without it being Public, the file will show an error.
How to share a file publicly


Preview Mode - View the document with no menus visible

Open in New Tab - Opens the document in Google Drive

Manage Layout

In Manage Layout, you can manage your entire current Amplify layout (or switch to another layout to manage). You can rename your layout, lock to a view, rearrange your layout columns, and much more.

Layout Info

By default, Manage Layout will display your current layout.

If you want to manage a different layout, search and/or choose another layout in the search box.

To create a new layout, click New Layout
Choose a Tier - Records or Table
Choose the corresponding Table
Type your Layout Name
Click Create

Layout Name - Rename your current layout

Default View Filter (Optional) - Choose a specific view as a Default for this Layout
Note: Default View/Locked Views only supported when user location is not synced to Airtable

Lock to this view (Optional when a Default View is chosen) - Lock this Layout to the view chosen. It will disable the ability to change view filters)

Primary Display Field - Choose a field as your Primary Display Field

Set Defaults on new Record creation - Enable this to automatically add any Default information you have set for any field in the current table.
Default information can be added throughout the Current Record Editor by choosing the Settings icon > Set Defaults

Layout Enabled (Default ON) - If this layout is ON, you will always see this layout in the Layout Search menu. If you disable this layout, it will not appear in the Layout Search menu unless View Disabled is chosen in the Layouts Search menu.

Lock Layout (Default OFF) - If the Layout is not locked, you can modify or create columns. If the layout is Locked, all elements for modifying and creating columns are removed.

Columns

In this menu, you can add new columns, rearrange columns, or hide columns

To add a new column (View Type), choose Add Column
Choose the View Type you want and click Add
Click Done
Now, you can change your new View Type settings in the chosen Type

Delete Layout

To delete your layout

Click Delete Layout
Click Delete

Search and Switch to a New Record

Choose the Search icon from the Amplify menu

You can start typing in any data you want to find. The first 5 fields and every value in the first 5 fields will be searched automatically. You can edit your search criteria to search other fields by choosing Configure > Configure Search

Example:

'quad' will show the record Quadzoom
'won' will show any record with Won
'28' will find any record with 28

Configure Display

This allows you to choose how your search is displayed

Select Configure
Choose Configure Display

Configure Display

Primary Display Field - Choose the field you want to be your Primary field displayed in the search results

Secondary Display Field - Choose the field you want to be your Secondary field displayed in the search results

Image Display Field - Choose the Image field you want to be displayed in the search results

Page Size - Displays how many results are shown per page
- Displayed in increments of 5

Default Fields to Display - Choose how many fields you want displayed in your search results

Save Settings

Choose how you want to save the Search settings

For all Your Current Table table layouts - Save search settings for any layout related to the Table you are currently in

For the current layout - Save search settings for the current layout, no matter who has access

For personal - Save search settings for your personal Airtable login only

For the current session only (Default) - Save search settings for the current Airtable session only - if you refresh your page, log out, or time out, your settings will revert to the default

Configure Search

This allows you to choose specific fields you want to search instead of all fields.

Select Configure
Choose Configure Search

Search Fields - Choose a specific field or fields you want to be included for your search results

Ex: If you only want to search the Company Name field, you can choose Company Name

Sort Field - Choose how your search results are sorted by choosing a field

Sort Order - Choose if you want your results sorted by Ascending or Descending

Save Settings

Choose how you want to save the Search settings

For all Your Current Table table layouts - Save search settings for any layout related to the Table you are currently in

For the current layout - Save search settings for the current layout, no matter who has access

For personal - Save search settings for your personal Airtable login only

For the current session only (Default) - Save search settings for the current Airtable session only - if you refresh your page, log out, or time out, your settings will revert to the default

Browse Records in Your Table

To browse to the previous or next record in your table:

Click the previous and next arrows in the app navigation menu

View Current Record in Airtable View

To open up the current record and view in the default Airtable format

Click the Expand and View Current Record icon in the top right of the app

Delete the View Type Column

To delete the Google Docs Editor View Type from your layout:

Click the edit icon
Select Manage Layout
Click Columns
Click Delete Columns
Choose the Column you want to delete
Click Delete Column(s)
Click Done

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