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jejohnsonNew Participant

Other Questions

referral management

I am looking to create a form that will collect referrals from teachers that will store all the referrals in one place for those responding to these referrals to be able to act on them and then have the outcomes of those actions be shared out automatically preferably via email but I would also like the referral data to be easily sortable into specific students as reports that can be printed and have the ability to attach other files to these referrals. I would l also like to be able to analyze all of the data for trends and patterns as well as look at individual student data for trends and patterns. I have no idea where to begin and if airtable can even do something like this.

Mary_WilliamsParticipating Frequently

How to use combined formulas for a label printing program -- Concatenate + if/then + probably something else?

Hello hive mind geniuses! Bear with me, I’m not sure how to explain all this, so I’ll start with my use case scenario and end with my current setup so far.I’m trying to create a file folder/mail merge printing system for genealogy & correspondence names. The problem I’m trying to resolve is having to copy and paste information over and over into label templates, whenever file folder or mailing labels need to be fixed, reprinted, or duplicated.Currently, I have to copy and paste from within each name or address cell in my spreadsheet. Even if I rearrange the spreadsheet to display vertical columns rather than long rows of cells, a full copy/paste of multiple cells shows mini tables inside the label borders, instead of formatted text columns. It’s exhausting. So the urge is to save the label sheet for when new labels need to be printed as replacements, edits, or extra file folders or envelopes. But then every time you need a few or many new labels printed, you have to hunt them down

Miles11New Participant

Automation step is executed before another step is finished

I ran into a strange problem in an automation.I am using a script to gather some data from two tables and combine it into a rich-text field. In the next step, I send out an e-mail with the content of this field. Turns out the e-mail is sent before the script has updated the text field!Even adding a 3 second delay in the script does not solve the issue.Curious if someone has a solution in place?Thank you!

Jason_JakartaKnown Participant

Interface Designer

Cannot access this data - Interface display issue

Hi, A few our users are starting to see an error on the interface for a graph. The graph is replaced by the error 'Cannot access this data' Nothing has changed and this can be seen with anyone with database access as far as I can tell. Anyone have a solutions?     

Ivan_DuboisNew Participant

Interface Designer

Interfaces / List View / Remove Grouping text

In Interface, I create a grouping of my data based on warehouses. That works.The warehouse names appear as their own defined sections, great! Why in the world do I have to see the field name above every single group in my page??1-It’s the same (useless) information over and over2-It’s ugly Is there a way to just remove the grouping title? We can remove grouping record sums! Why not the title? In this example I would remove the POSO WAREHOUSE text.(My fallback is to edit this for something like an Emoji or whatever, but I’d rather have nothing appear). Thanks so much folks!

ThibzimNew Participant

Naming an entry according to date

Hey guys, probably an easy thing to do but I want to name an entry according to the right “quarter candidate” field without having to create a super long “IF” formula (I want to update this table without having to update the formula everytime I add a new quarter candidate to the list)My goal : in an other base each new entry have the current date added to it, according to this date, I want to have a field with the right quarter candidate because the date is after the “input start date” and before the “Input end date” Thanks for your help !

NialloNew Participant

Syncing amendments to Google Calendar events

Hi all,Have been scouring the web, AirTable support and various AI platforms to get an answer to this, but no joy so far. I am trying to set up automation to sync changes between Google Calendar and Airtable, including updates and deletions. AirTable support instructed me to set up triggers for new events, updated events and cancelled events. I am doing this on an empty table at the moment just to test it out. However, I am hitting a bit of a brick wall with the Updated Events automation. I believe I have the Find records action set up OK, see screenshot below (although when I test the step at that stage, it says Found 0 Records but I guess this is because the table is empty currently...)My screenshot: Find records menu Where I’m really getting lost is with the Update record part. According to AirTable Support, “the ID of the action that gets the information to be used goes in Record ID, and should look like the below. “This is because this Integrated Trigger is not directly related to

DavidONew Participant

Interface Designer

URL to record in Interface that works on iPhone

Hi!I’m writing a script that will create a QR code that you can scan to open a record. It works to open in the data view without issue. But I need to have it go to an Interface.If I open an interface on the desktop browser then right click on a record, then click on "copy device URL", that URL will work on the iPhone. I can paste that URL into a note and when I click it, it opens the Airtable app and goes directly to the record in the Interface. Exactly what I want.The catch is, that URL has a bunch of extra base64 encoded stuff. I can’t figure out how to get the elementId , queryContainerId , and savedFilterSetId. Using this partly redacted URL for example:https://airtable.com/appXXXXXXXXXXXXX/pagLAWnn0AqECV5AG?detail=eyJwYWdlSWQiOiJwYWdZdkdwVG1VbXZ4eURpYyIsInJvd0lkIjoicmVjMktQeGpvbHpxc0dkV1QiLCJzaG93Q29tbWVudHMiOmZhbHNlLCJxdWVyeU9yaWdpbkhpbnQiOnsidHlwZSI6InBhZ2VFbGVtZW50IiwiZWxlbWVudElkIjoicGVsRHhZVTlPOFp3T3draTgiLCJxdWVyeUNvbnRhaW5lcklkIjoicGVsM0ltR0tBOVpQRmhqVEoiLCJzYXZlZEZpbHRlclN

MC AgenceNew Participant

Interface Designer

Question about Secure Interface Access for Clients

Hi everyone,I recently subscribed to the $120/month plan on Airtable to use the "Invite Interface Users" feature, with the goal of building a secure client portal.🔍 What I’m trying to achieve:I’d like each of my clients to access only their own project status and files (like contracts, invoices, etc.) through a personal and secure interface, without being able to see any data related to other clients.🚨 The problem I’m facing:After subscribing and setting up the interface, I noticed that: When sharing via a public link or inviting users as guests, they can still navigate across all records within the interface. There doesn’t seem to be a way to dynamically filter content per user, which means clients can potentially see information that’s not meant for them. here is the public sharing link : https://airtable.com/appDYt3YzQdpYcnOG/shrUpygqc5VuKVW4OHere is the link to the new "Invite Interface Users" feature: https://airtable.com/appDYt3YzQdpYcnOG/pagkFj34FIhwvysX2🔁 My question :Has

samwilcoNew Participant

Automations To Paste When Base Is Copied

Hey guys,Is there any plans to make it so that when someone copies a base from a public share link, that the automations also get copied across?I create a bunch of systems and templates for people to try and get them in to using Airtable but this is big limitation when it comes to offering these types of solutions as the automations are really a big part of any system.Is this going to be possible at any point or is there a good workaround at all?

jejohnsonNew Participant

Other Questions

referral management

I am looking to create a form that will collect referrals from teachers that will store all the referrals in one place for those responding to these referrals to be able to act on them and then have the outcomes of those actions be shared out automatically preferably via email but I would also like the referral data to be easily sortable into specific students as reports that can be printed and have the ability to attach other files to these referrals. I would l also like to be able to analyze all of the data for trends and patterns as well as look at individual student data for trends and patterns. I have no idea where to begin and if airtable can even do something like this.

Mary_WilliamsParticipating Frequently

How to use combined formulas for a label printing program -- Concatenate + if/then + probably something else?

Hello hive mind geniuses! Bear with me, I’m not sure how to explain all this, so I’ll start with my use case scenario and end with my current setup so far.I’m trying to create a file folder/mail merge printing system for genealogy & correspondence names. The problem I’m trying to resolve is having to copy and paste information over and over into label templates, whenever file folder or mailing labels need to be fixed, reprinted, or duplicated.Currently, I have to copy and paste from within each name or address cell in my spreadsheet. Even if I rearrange the spreadsheet to display vertical columns rather than long rows of cells, a full copy/paste of multiple cells shows mini tables inside the label borders, instead of formatted text columns. It’s exhausting. So the urge is to save the label sheet for when new labels need to be printed as replacements, edits, or extra file folders or envelopes. But then every time you need a few or many new labels printed, you have to hunt them down

Ivan_DuboisNew Participant

Interface Designer

Interfaces / List View / Remove Grouping text

In Interface, I create a grouping of my data based on warehouses. That works.The warehouse names appear as their own defined sections, great! Why in the world do I have to see the field name above every single group in my page??1-It’s the same (useless) information over and over2-It’s ugly Is there a way to just remove the grouping title? We can remove grouping record sums! Why not the title? In this example I would remove the POSO WAREHOUSE text.(My fallback is to edit this for something like an Emoji or whatever, but I’d rather have nothing appear). Thanks so much folks!

ThibzimNew Participant

Naming an entry according to date

Hey guys, probably an easy thing to do but I want to name an entry according to the right “quarter candidate” field without having to create a super long “IF” formula (I want to update this table without having to update the formula everytime I add a new quarter candidate to the list)My goal : in an other base each new entry have the current date added to it, according to this date, I want to have a field with the right quarter candidate because the date is after the “input start date” and before the “Input end date” Thanks for your help !

NialloNew Participant

Syncing amendments to Google Calendar events

Hi all,Have been scouring the web, AirTable support and various AI platforms to get an answer to this, but no joy so far. I am trying to set up automation to sync changes between Google Calendar and Airtable, including updates and deletions. AirTable support instructed me to set up triggers for new events, updated events and cancelled events. I am doing this on an empty table at the moment just to test it out. However, I am hitting a bit of a brick wall with the Updated Events automation. I believe I have the Find records action set up OK, see screenshot below (although when I test the step at that stage, it says Found 0 Records but I guess this is because the table is empty currently...)My screenshot: Find records menu Where I’m really getting lost is with the Update record part. According to AirTable Support, “the ID of the action that gets the information to be used goes in Record ID, and should look like the below. “This is because this Integrated Trigger is not directly related to

DavidONew Participant

Interface Designer

URL to record in Interface that works on iPhone

Hi!I’m writing a script that will create a QR code that you can scan to open a record. It works to open in the data view without issue. But I need to have it go to an Interface.If I open an interface on the desktop browser then right click on a record, then click on "copy device URL", that URL will work on the iPhone. I can paste that URL into a note and when I click it, it opens the Airtable app and goes directly to the record in the Interface. Exactly what I want.The catch is, that URL has a bunch of extra base64 encoded stuff. I can’t figure out how to get the elementId , queryContainerId , and savedFilterSetId. Using this partly redacted URL for example:https://airtable.com/appXXXXXXXXXXXXX/pagLAWnn0AqECV5AG?detail=eyJwYWdlSWQiOiJwYWdZdkdwVG1VbXZ4eURpYyIsInJvd0lkIjoicmVjMktQeGpvbHpxc0dkV1QiLCJzaG93Q29tbWVudHMiOmZhbHNlLCJxdWVyeU9yaWdpbkhpbnQiOnsidHlwZSI6InBhZ2VFbGVtZW50IiwiZWxlbWVudElkIjoicGVsRHhZVTlPOFp3T3draTgiLCJxdWVyeUNvbnRhaW5lcklkIjoicGVsM0ltR0tBOVpQRmhqVEoiLCJzYXZlZEZpbHRlclN

samwilcoNew Participant

Automations To Paste When Base Is Copied

Hey guys,Is there any plans to make it so that when someone copies a base from a public share link, that the automations also get copied across?I create a bunch of systems and templates for people to try and get them in to using Airtable but this is big limitation when it comes to offering these types of solutions as the automations are really a big part of any system.Is this going to be possible at any point or is there a good workaround at all?

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!

sylvanNew Participant

Populate and Refine Airtable Database and Integrate with Ruddr and Sharepoint

I am with a small consulting firm and we have built a database in Airtable that we would like to populate with data from our historical relational database that is in a tool called Knack and integrate it with a new project management tool we are using called Ruddr as well as with our Sharepoint file system. Please respond if you are interested and a highly capable Airtable developer who can integrate with other apps via APIs.

Ben_CrouchKnown Participant

Interface Designer

using timeline view to resource each week

Hellowe are a marketing agency and use records as ‘tasks’ which have time against them so that our team can resource themselves each week and we use the timeline view to check their % capacity and utilisation each day/week/month. some people have a handful of tasks (1 per customer) assigned to them each month, with a number of hours to spend on the customer, but how they actually end up spending their time is a little bit each week. the challenge we have is if you pick a start date and end date as start and end of the month for this task is spreads it too thin and doesn’t allow the guys to setup their days in a more granular fashion.I guess we could break down and have tasks each week but then that’s extra admin, more chances of things breaking, not distributing the tasks evenly on some months with 4 weeks vs 5 and so on. just wondering if I’m missing a trick before deciding how best to proceed in an efficient way

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