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2697 topics

maugeriNew Participant

Interface Designer

Prefilling a Field in Form Builder?

I am new to Airtable and created my first form a few days ago using the new Form Builder interface. After the fact, I realized there was a field I hadn't included that I'd like to prefill. I read through all the various instructions on prefilling by altering the URL - all makes sense to me - but I can't figure or WHERE to do the URL edit in the Form Builder interface? I can copy the form URL to the clipboard, but WHERE to I put it where the alteration to the URL will be pulished and saved?Any guidance would be greatly appreciated. Thanks!

Farrukh SheikhNew Participant

Other Questions

Sales CRM template. Not able to see the account (potential customer) in Interactions

Hey AT community. I downloaded the “Sales CRM” template and created an account (a potential customer), but I am not able to see it in Interactions, so I cannot add any interactions. https://airtable.com/appIirQcIOaiJSq0w/tblpZMgRZq8MVJaGi/viwSC4OGJxNSvEex2?blocks=hide. The account I have added is SunRise, if you are able to see it in the link I have provided. Can you please help with this? Thanks.

RonniEloff_VKDeInspiring

Why does when viewing a record show more info than a sync view has

NPO TEAM ACCOUNT (just to let folks know)So I love having master sync tables and create views off them for different usages in a base.For example: I have a common base for State and Country, absolutely love this, and use it across a lot of our bases for different purposes.In our CRM we use it for Contact, Company, Communities, Speaker/Facilitator Bureau, Charity Compliance, and Grants tables. There are some privacy requirements, and access controls that we have in place.I have set a VIEW - States, just for lookup that does not show ANY other fields except the STATES field.So why if the view doesn’t show any of the other fields (where it is being used in the other tables) why does the individual record show. And then when I open it up - I see all the other areas I really don’t want some of my team messing with.Have I missed how to not show the other tables?Yes, I know I could make an interface but some of us like to work in a different manner, and bulky block interfaces are not our th

Annamarie_PluhaNew Participant

How to add tax calculation

I think I should be able to do this but I’m not sure how. (I’m definitely an AT beginner!) I have a base for managing summer rentals. I’m pretty much treating it as a spreadsheet with each record a tenant name and then a bunch of info in fields… Lease, total rent, deposit, deposit received, etc. I’ve used this base for two years. I have a formula for figuring the lodging tax BUT it has changed this year. 1) I don’t want to change the formula since that will impact my records for the last two years 2) how do I set up AT so that I can reflect changing tax rates over the years? I think I should have a another sheet that calculates the tax and then pulls it into my main sheet based on the year I’m working in. create a table for the taxes and then a lookup formula? I’m not clear on how to do that. On the main sheet is a column that is empty which is where I think I should be pulling in the tax info…?

jonathanshanksNew Participant

Interface Designer

How to add a table to an interface

Hi everyone!I have created an interface to keep me organized, and one thing I would like to add is a table that would function like the data side, just within the Interface. For my specific example, I have various groups I invite to events, and it would be helpful to have a table with the group name, group contact, and then a checkbox for when I’ve contacted them. My interface is a “Record Review” interface.Does anyone know how I can achieve this? Any help is appreciated!

MagPageNew Participant

Prefill a field and lock the content

AT community, Yes I have searched and used AI and I’m not getting a good answer on this question. I have a pre-filled form to advertisers. I want some of the prefilled fields to be locked so that the content cannot be change. Has anyone found a workaround for this and be willing to share step by step on how to do it. I’m very new to AT and want to learn!Thank you!

Farrukh SheikhNew Participant

Other Questions

How to access training

Hey AT community. I have downloaded Sales CRM template. This link shows that training is available, but I don’t know how to access training. Your help will be greatly appreciated. Thanks https://academy.airtable.com/quick-start-the-sales-crm-airtable-template

Bart_S06New Participant

Other Questions

Status Code Error: 403

Hi guys, I'm trying to connect Airtable with Make. My Make.com module is returning "Status Code Error: 403" and I can't connect up my Airtable. I initially had it working and then created some new bases, so I generated a new Personal Access Token. Not working. Have tried different permissions. Logging out, logging in (I know). Etc.  Any suggestions?

warandcoNew Participant

Formula help for display options for a field with multiple linked records

I’m exporting data to a pdf via Typeflow. One of the fields is a Link to multiple records, which happen to be street addresses. When I export the data to a pdf, the default view is to separate each linked record by a comma. I’m trying to create a line break instead of a comma. I created a formula field with SUBSTITUTE(Addresses,”,”,”\n), however the street addresses contain commas, so this didn’t work. Any ideas for another work around? Huge thanks in advance. Current format:Record 1, Record 2, Record 3 Desired format:Record 1Record 2Record 3etc

dchalkerNew Participant

Mentee/Mentor Matching

Hello, I help run a nonprofit that has a mentoring program where both mentors and mentees apply and then we make matches between them, and this is the first year we’re using Airtable to help power this.I have two tables within the same base: one for mentors, who have filled out a form and indicated topics that they are interested in mentoring, and then another for mentees, who filled out a different form and indicated topics they would like to be mentored on. Both “topics” fields have the same list that fills in a multiselect field.I have a junction table (“Match”) setup to be able to link mentor+mentee, but I’m running into a lot of difficulties automating the process.Ideally, here’s what I’d like:An automation that goes through every entry in the Mentor list, and then for each Mentor, adds every potential Mentee match to the junction table if any topic matches, and A field for each match in the junction table that tells us how many topics match, so for instance we can manually review

Farrukh SheikhNew Participant

Other Questions

Sales CRM template. Not able to see the account (potential customer) in Interactions

Hey AT community. I downloaded the “Sales CRM” template and created an account (a potential customer), but I am not able to see it in Interactions, so I cannot add any interactions. https://airtable.com/appIirQcIOaiJSq0w/tblpZMgRZq8MVJaGi/viwSC4OGJxNSvEex2?blocks=hide. The account I have added is SunRise, if you are able to see it in the link I have provided. Can you please help with this? Thanks.

jonathanshanksNew Participant

Interface Designer

How to add a table to an interface

Hi everyone!I have created an interface to keep me organized, and one thing I would like to add is a table that would function like the data side, just within the Interface. For my specific example, I have various groups I invite to events, and it would be helpful to have a table with the group name, group contact, and then a checkbox for when I’ve contacted them. My interface is a “Record Review” interface.Does anyone know how I can achieve this? Any help is appreciated!

MagPageNew Participant

Prefill a field and lock the content

AT community, Yes I have searched and used AI and I’m not getting a good answer on this question. I have a pre-filled form to advertisers. I want some of the prefilled fields to be locked so that the content cannot be change. Has anyone found a workaround for this and be willing to share step by step on how to do it. I’m very new to AT and want to learn!Thank you!

Farrukh SheikhNew Participant

Other Questions

How to access training

Hey AT community. I have downloaded Sales CRM template. This link shows that training is available, but I don’t know how to access training. Your help will be greatly appreciated. Thanks https://academy.airtable.com/quick-start-the-sales-crm-airtable-template

dchalkerNew Participant

Mentee/Mentor Matching

Hello, I help run a nonprofit that has a mentoring program where both mentors and mentees apply and then we make matches between them, and this is the first year we’re using Airtable to help power this.I have two tables within the same base: one for mentors, who have filled out a form and indicated topics that they are interested in mentoring, and then another for mentees, who filled out a different form and indicated topics they would like to be mentored on. Both “topics” fields have the same list that fills in a multiselect field.I have a junction table (“Match”) setup to be able to link mentor+mentee, but I’m running into a lot of difficulties automating the process.Ideally, here’s what I’d like:An automation that goes through every entry in the Mentor list, and then for each Mentor, adds every potential Mentee match to the junction table if any topic matches, and A field for each match in the junction table that tells us how many topics match, so for instance we can manually review

PeteFordNew Participant

How do I compare dates to return the lowest?

Can anyone tell me how I would write a formula that will return the lowest date from a series of dates? this would be very simple in excel, but it seems impossible

BKRNew Participant

Other Questions

problème sur le type de champ "Nombre"

Bonjour,j'ai crée une table mais le champ type "Nombre" est absent de la liste des champs disponibles.. Avez-vous une explication?

PerniNew Participant

Interface Designer

Airplane working OFFLINE

Hi all, we had developed a nice data base application, but sometime users have limited access to internet, I’m trying to work around this challenge, so one of the Ideas are: Question:Can the final users in the field download the Airtable application on their Tablets and work on the database offline since there is poor or no connectivity at the sites. Then, when they are back in the office can they sync it to the main cloud-based database Ideas: Download the portion of the DB into CSV to the local PC, then updates offline and then upload it back to the DB, however and afraid the users enter wrong information or get confused by the layout. Install or add an extension to the DB but I don’t know which could be to let the users work offline. I will appreciate your ideas and thoughts …

Nick_RobinsNew Participant

Automation of assigning tasks to users in airtable when records are created in softr via API

I’ve just started some work as a freelancer for a company who have an eco system where airtable is the referencing hub for projects. Softr is used to create records linked to projects and the API pushes through the records to sit in Airtable. I’m searching for a way to create workflows easily:Generate automations whereby records that are imported from Softr to Airtable are automatically assigned to people in user groups on a sequential basis to spread workload Create a dashboard on progress for each user and user group to track progress.NB- this is entirely project based and therefore each step must be complete before progression. Thanks alot in advance for your input and advice!

E_KKnown Participant

Check if date falls into a period

I am trying to solve the problem with dates validation.The prerequisites are:A date field to check A text string where days of the week AND times of the operation of an establishment are stored. This string might have a format of:H24 or DLY 1500-0530 or MON-FRI 0700-2300 SAT SUN 0800-2300 or MON 0415-1415 1900-2000 TUE THU 0600-1300 1830-1930 WED 1800-2000 FRI 0415-2000 SAT 1400-1600 SUN 0415-0730 1200-1415 1900-2000I need to check if the date in the date field falls into these periods of time and use the result TRUE/FALSE. Any idea on how to create a formula will be greatly appreciated. Thank you

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