I created a Loom video (below) to show off some basic navigation tips for Make.com. There are a few hidden gems in here that you might not have previously known about.
Some of the tips that I cover in this video:
You can move modules around in any order that you want. You just need to unlink them by right-clicking on the path, and then relink them by dragging.
You can make a different module the very first module by dragging the little lightning bolt icon (which is sometimes a clock icon) onto a different module.
The order that paths get followed after a router are determined by the order that you can connect the paths in.
You can click on the “magic wand” icon in the bottom toolbar to BOTH cleanup the scenario AND rearrange the paths in the order that Make will follow.
Is there somewhere you can point me that might deal with, or help explain these two issues in Make that I am struggling with:
How to get Airtable linked records to be properly formatted and displayed in a Google Doc (created via a template). I use the {{data}} to properly place the primary data, but without know how many linked records will be coming from Airtable, the challenge is properly formatting and specifically identifying where the linked records will go (kind of leads into the second issue below)
Understanding the Make/Google Doc usage (or maybe limitations) of “Segment IDs” so that I can properly place images and data (linked records) at specific locations with a Google Doc. I use the Get Document to retrieve the specifics about the Google Doc, but there does not seem to be much control over how items get located/placed.
There is very little documentation or instruction on the Make site to help with any of this.
Yeah, Make has pretty underwhelming documentation. It’s incomplete and difficult to search.
I’m not sure what a “Segment ID” is. But as far as linked records go, it might be easiest to create a lookup field or a rollup field in Airtable, and then reference that field in your Make scenario.
Otherwise, you would need to create a different path in your scenario to gather all the inked records and aggregate them using one of Make’s “aggregator tools”. From the “Tools” menu at the bottom of the scenario, there is a choice of table aggregator, text aggregator, and numeric aggregator. That will take an array and turn it into a text table, a string of text (which could be something like HTML or JSON), or a numeric summarization.
The opposite can be down from the “Flow Control” menu with the “Array Aggregator”. That takes a series of bundles and turns them into an Array.
Excellent post, I’m new to the forum and it helps me to understand how to trigger the process. I am making my first steps in make and what I want to do is nothing more than to get a report that google docs can then pass to pdf (make has a template for it but sends it by mail). My problem is how to pass all the amount of data I want in the report (the movements of the day) Do you have any post or reference to which I can turn to understand how to do this? Thank you very much!
Helpful.
I have a few items on the wish list and this was one.
Another one is the Iterator and Aggregator modules which is a bit hard to follow their documentation.