Skip to content
Account: User:
Login to your Affinity accountClick on your profile picture* at the top right of the screen, then select Settings from the dropdown menu
* Note that if you haven’t uploaded a profile picture, then your initials will be displayed in a grey rounded rectangleScroll to the bottom of the navigation on the left and click on API which is under the “Data” heading.Click the blue Generate API Key button and copy the generated key. You should save this somewhere for safe keeping.At the top right of the screen, click Insert Select Packs then choose AffinitySelect the Settings tab (alongside “building blocks”)Add a New account under “Shared accounts”Type in your Email address and paste the API Key you copied from your Affinity account settings page.
Affinity chip. Timestamp of the last modification to the Search Person chip.Button press. Timestamp of the last time the user pressed a sync state button (ie the last sync action performed by the user.Info cols. Formula that returns a timestamp of the most recent edit to one of the Editable columnsThe user edited the first name in the row. Here the appropriate action would be to Push the update to Affinity.The person's first name was changed in Affinity and a recent pack sync returned this new value. The appropriate action here would be to Fetch the value from the chip into the First Name column.
{1}{2}{1}
Templates
DB Templates
Reference
Template
TEMPLATE H3 + H1
{1}
{2}
TEMPLATE H3 + P
{1}
{2}
TEMPLATE H3
{1}
TEMPLATE Quote
{1}
TEMPLATE Code Block
{1}
TEMPLATE Code block 2
{1}
{2}
TEMPLATE Assign Fields Directions
Setup {1} List
Entity Type: {2}
{3} Connect your Affinity account {4}
{5} Fetch available {6} lists {7}
{8} Select {1} list {9}
{10} Fetch list fields {11} {12}
{13} Assign list fields to required columns
{14}
TEMPLATE Affinity Account Setup - TRUE
✅ Affinity account linked
Your Affinity account has been correctly linked with the Pack.
TEMPLATE Affinity Account Setup - FALSE
Authorize the Affinity Pack
Before we proceed, we first need to authorize the Affinity Pack so that Coda can retrieve information from your Affinity account.
Get Affinity API Key
To connect your Affinity account with a third-party system, you need to first generate an API key.
Connect the Affinity Pack
Heading back to this doc, let’s connect your account to the Affinity Pack.
🎉 You’re all done!
Click the Refresh Account button below to confirm your account is correctly linked.
Refresh Account
TEMPLATE People to Discuss Sync States - MODAL Heading - Button / State Settings
Button/Status Settings
When a sync state is marked as an ✅ Active State, then a button is rendered in the relevant row so that the user can perform the relevant action associated with the state. The below settings allow the button aesthetics to be customized.
When a row is not an ✅ Active State, these settings are used to render a “Status” display.
TEMPLATE People to Discuss Sync States - MODAL Heading - Chip Settings
Display Chip Settings
These settings affect how the sync state’s “Display Chip” is rendered.
TEMPLATE People to Discuss Sync States - MODAL Heading - Sync State Settings
Sync State Settings
A sync state is applied to each row in People to Discuss based on how that row matches the settings below. A description of what each setting means is provided in the column’s description.
TEMPLATE Sync State explaining DateTime cols
Explaining DateTime columns
Each row in includes three DateTime columns. These help determine the appropriate Sync State for the row.
How are these used?
As an example, let's say the row's First Name doesn't match the First Name in the Search Person chip. This could occur in two scenarios:
To determine which scenario applies best to the row, we check whether the DateTime Affinity Chip or DateTime Info cols is more recent. If DateTime Info cols is more recent, it means that the user edited the columns value more recently so we should recommend the update be Push -ed to Affinity.
TEMPLATE Recap H3 + P
{1}
{2}
TEMPLATE Recap Header
{1}
{2}
TEMPLATE Meeting Recap
{1}
{2}
Agenda
{3}
Updates
{4}
Deal Flow
{5}
Port Co
{6}
People
{7}
TEMPLATE Meeting Recap Notes sub bullets
TEMPLATE Meeting Recap Notes no sub bullets
There are no rows in this table
Want to print your doc?
This is not the way.
This is not the way.
Try clicking the ··· in the right corner or using a keyboard shortcut (
CtrlP
) instead.