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2697 topics

adehaan86Participating Frequently

Automation not updated "Added_by" which is user.email

Have automation to run when record is created, When record is created, It will set added_date, add_by(person email) and set record as active. It does 2 of 3… It doesnt add person email address. What could I be doing wrong?

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

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

JoxxeNew Participant

Analysing changes in table with imports from different times

Hi,I am importing raw data periodically, let’s say monthly.Every import includes a data field with the date of import.Given the repetitive imports, the key differentiator (let's say Supplier ID) is repeating.I added a locked view where I filter by import date.=> I now want to analyse the data for two of the imports, e.g., 1. January and 1. June and see if any supplier was added or removed and what data in a specific field (e.g. performance) has changed. The closest I got was partly manual and didn't work: I copied and pasted all Supplier IDs from both import dates into Excel and then removed duplicates.In a new table with auto number index, I added that list into two linked Supplier ID fields, and each of the fields linked to the views 1. Jan und 1. June. Then, I added two look-up fields for the performance of each date.My goal was to have a list showing either the relevant performance per different date fields or blanks if newly created or deleted suppliers.Unfortunately, both perf

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 !

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?

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.

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!

adehaan86Participating Frequently

How to Create email if user had 5 occurrences in 6 months

Trying to create a automation. I want to have it when a occurrence is created, it will get a count, with date, and filter by user. And if criteria is met, it will send a email? Prefer not script has i dont have team right now

ConnorTomaskoParticipating Frequently

Outlook Email Automation Limiting to 25 Emails per 24 Hours

I have an automation set up with an Outlook email action that runs into errors after sending 25 emails successfully. When I run it at least 24 hours later, it will send another 25 emails. However I keep having to push the rest of the records that need emails sent to the following day. What is the term for this specific limit I’m running into with Outlook’s integration? Is there a way around it or to disable it?

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

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

JoxxeNew Participant

Analysing changes in table with imports from different times

Hi,I am importing raw data periodically, let’s say monthly.Every import includes a data field with the date of import.Given the repetitive imports, the key differentiator (let's say Supplier ID) is repeating.I added a locked view where I filter by import date.=> I now want to analyse the data for two of the imports, e.g., 1. January and 1. June and see if any supplier was added or removed and what data in a specific field (e.g. performance) has changed. The closest I got was partly manual and didn't work: I copied and pasted all Supplier IDs from both import dates into Excel and then removed duplicates.In a new table with auto number index, I added that list into two linked Supplier ID fields, and each of the fields linked to the views 1. Jan und 1. June. Then, I added two look-up fields for the performance of each date.My goal was to have a list showing either the relevant performance per different date fields or blanks if newly created or deleted suppliers.Unfortunately, both perf

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 !

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?

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.

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!

ConnorTomaskoParticipating Frequently

Outlook Email Automation Limiting to 25 Emails per 24 Hours

I have an automation set up with an Outlook email action that runs into errors after sending 25 emails successfully. When I run it at least 24 hours later, it will send another 25 emails. However I keep having to push the rest of the records that need emails sent to the following day. What is the term for this specific limit I’m running into with Outlook’s integration? Is there a way around it or to disable it?

BenFortunatoKnown Participant

Repeating group - error on one script doesn't generate error for automation

I have a script that is using a repeating group to batch process a couple of records sent through output.set() If one of the scripts fails it doesn’t seem to register that error in the overall automation. See image below, individual script failed, overall automation is giving me the green light. I noticed that the script wasn’t behaving correctly on some records but having the script not throw errors is potentially dangerous as problems stay hidden.

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 …

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