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I’m trying to automate period assignment in Airtable and want to check whether I’m missing something or if this just isn’t possible without scripting.I have a Periods table where each record has a Start Date and End Date for a 13-period fiscal year. In other tables like Orders, Packaging, and Transfers, each record has a single Date. What I want is for a record to automatically link to the correct Period when it’s created or when its Date is updated, based on whether that Date falls between the Period’s Start Date and End Date.I haven’t been able to find a native way to do this. Automations don’t seem to allow comparing one date field to another date field, Find records can’t evaluate date ranges using the triggering record’s Date, and rollups and filters don’t allow referencing parent record fields. Because of that, the only options I can see are manually selecting the Period or using a script.Has anyone in the community has found a native way to automate date range based period linki

Airtable is like a Michelin star restaurant. There are chefs and there are customers. Who you allow into the kitchen is the most important decision you can make. This topic is so important that we are dedicating an entire Airtable Media & Entertainment user group meeting to it. You will learn:The importance of having an airtable CoE at your company Why you don’t have to wait for your boss to get started How to map your company’s database diagram Why being the one to establish your company’s Airtable center of excellence is the best career decision you can make heading into 2026See you 2pm ET Dec 11th.Register here: https://airtableevents.com/12-2025-from-pilot-to-powerhouse 

Good afternoon, everyone, I’m now trying to set up my tables so when “Shoot Date” is updated in the “Shooting Schedule” table, the box is checked under “Interview Scheduled?” in “Interviewees’ Contact Status” for the corresponding interviewee, in this case, Alan Barker. Shooting ScheduleInterviewee Contact StatusHowever, I’m running into issues when setting up the automation. I think I’ve pinpointed what the issue is based on reading previous threads in this forum with similar problems to mine which is that the Record ID is not changing from the ‘Trigger’ to the ‘Action’ step:AutomationSo, I’m kind of stuck as I don’t know how to find a different Record ID so I can get the ‘action’ to work successfully.TROUBLESHOOTING I’VE DONE SO FAR:For the trigger step, I’m not entirely sure how many fields I’m supposed to select. I only selected “Shoot Date” initially and the automation didn’t work so I thought the issue might be I didn’t select “Cast” which is a linked record to the database of in

Very new to the platform and I’m getting a little tired of my AI support running me around in endless loops…I am trying to build a table that extracts a number of metrics out of my data through a series of rollups.  I would like this metrics table to auto-populate based on the name field, so that each individual in my database has their metrics pulled in. Right now my trigger is When a record matches the conditions-->Name is not empty;then a Find Records step aimed at my database table, based on the condition Where Name is exactly Name--->make a new list of… ID;and last is an Update record step aimed at my Metrics table Airtable record ID, using the field Shifts (linked) - which is a field in the metrics table that is linked to the data. However I’m not sure what choice to make in the Choose record(s) to link to, which is set to dynamic, in order to automatically find all the entries for that name in the database table and then carry those across to put into this Shifts (linked)

The Roadmap Interface is fantastic.  It’s powerful to be able to drag records around the grid.  It would be also helpful if records could be dragged to another tab (and corresponding fields would so changed).

We have 800+ bases, each with several automations, and each automation can be sent to any number of recipients based on the project type.  They are primarily external to our org and non-AT users.  I’m trying to find a concise way to audit those email addresses to ensure they are still current and relevant. Can anyone give me any idea of a way to download/query/export this data without querying each base individually?Thanks

I’m wanting to automate posting of Slack messages using the Block framework, to simply have a nice  URL button, but when I submit even example code pulled from Slack’s API docs, the code simply posts as text, the blocking doesn’t seem to apply.What am I missing? Is there something either in Airtable or Slack to turn Blocks on? 

A personal project I am working on is to create a curated list of job roles scraped from the likes of LinkedIn and other places. Specifically, Product Operations (I will say for anyone reading - this is NOT for me, but to support my community who are looking for roles). The idea being, my community can see this specific list, and in the future being able to match skills needed with skills the applicants have, to recommended roles directly.I’m struggling with 2 things:A suitable prompt that can look at a top-level URL and then go find instances within that URL of job postings (If you know LinkedIn, I can get a URL that has Product Ops as a search marker, but then getting information from that is proving difficult).  Because the number of results (records) returned is unknown, I’m using a web-table currently to house this - is this the best way, and what can I then automate from that to get it into a table?My ideal state is to have this run automatically weekly without input from me. Hop

Hi everyone!Tyler here from Singular Innovation 👋Thank you again to everyone who joined the Airtable Enterprise Network webinar: Work Smarter with Airtable AI last week. We had a great time walking through how teams can streamline marketing and e-commerce operations using Airtable + AI-driven automations.As promised, we’re sharing the free reusable Airtable base template from the session:🔗 Template Form (to access the base):https://airtable.com/appsQOAxXA4bpjoRM/pagU4EDeB4bZwiZ3A/formThis template is a fully customizable marketing & e-commerce operations base designed to help teams: Manage products, campaigns, assets, and cross-channel activities Automate repetitive workflows and consolidate tracking Generate visibility across teams with clean interfaces Use Airtable AI to analyze content, summarize briefs, and surface insights Personalize the structure to match your brand, naming conventions, and workflows It’s intentionally lightweight and flexible so you can make it yo

Hi everyone!Tyler here from Singular Innovation 👋 Thank you again to everyone who joined the Airtable Enterprise Network webinar: Work Smarter with Airtable AI last week. We had a great time walking through how teams can streamline marketing and e-commerce operations using Airtable + AI-driven automations.As promised, we’re sharing the free reusable Airtable base template from the session:🔗 Template Form (to access the base):https://airtable.com/appsQOAxXA4bpjoRM/pagU4EDeB4bZwiZ3A/formThis template is a fully customizable marketing & e-commerce operations base designed to help teams: Manage products, campaigns, assets, and cross-channel activities Automate repetitive workflows and consolidate tracking Generate visibility across teams with clean interfaces Use Airtable AI to analyze content, summarize briefs, and surface insights Personalize the structure to match your brand, naming conventions, and workflows It’s intentionally lightweight and flexible so you can make it y

I'm trying to reorder the fields in one of my tables so that when viewing them via a linked record, they are organised in relation to how we use them.It's my understanding that to do this, you need to reorder the fields via the first view that was created in that table. I guess that view is essential the 'master view' in that table.I've been successful at doing this for several tables already, but only by coincidence. Upon deleting some views in the other tables, a view that was only accessible by another user would appear in the view list. I was able to select the view to see the content but couldn't make any changes as it was locked to that user. I reached out to them and they changed it to a collaborative view, where I then reordered the fields and they showed correctly when looking at the linked record from another table. I've tried doing that on the table where I'd like to reorder the fields, but no extra views are showing up. I'm thinking that the 'master view' is already co

Hello all, -- newbie alert…Hopefully someone can help me.I duplicated a form (under the form building option) - changed a few fields. I want the data to go to another Airtable base that I’ve created but the source option is greyed out… Thank you in advance :) 

Hi everyone,we’ve been experiencing an issue with the Airtable app and I wanted to check if others are seeing the same thing. Our technicians — and I can confirm this myself — are constantly being prompted to log in again. Sometimes you can get around it by fully closing and reopening the app, but this gets really annoying during daily work.Is this a known issue? And is there any chance the re-authentication interval could be extended?Thanks in advance!

Looking for support with an expert on airtable automations. Please drop your details below if you can support with complex automations and workflows.

Hello everyone,I’m new to Airtable and hoping someone can point me in the right direction.I run a small insurance and finance company (about 2 years old), and I’m trying to sync data between two tables: Insurance Policies and Insurance Documents. The goal is for any changes made in the Policies table to automatically update the corresponding record in the Documents table.I’ve tried linking records, but that causes unwanted behavior (for example, it creates new records in the Policies table when I select Policy IDs in the Documents table). I then tried setting up automations, but I keep running into errors and loops.Below is the automation prompt I was attempting to follow:“Create an automation that keeps the Insurance Documents table perfectly in sync with the Insurance Policies table. Whenever a record in Insurance Policies is created or updated, find the matching record in Insurance Documents where the Policy ID matches the Policy Number. If a matching record exists, update:• Carrier

Hello all,I am a small video game refurbisher/reseller and as my business grows Im looking to move from Google Sheets to Air Table to help me manage the complexity of my inventory. Im hoping that the community can provide some insight into how to structure my system so that it is manageable and I keep track of things without making mistakes and/or losing my mind :)The core of my business is based on selling 3 things:Consoles Games ControllersGames are a standalone item. Controllers and consoles are not. Consoles have cables and replacement parts and controllers are similar. I often have to supply additional parts in order to create a single sellable product. For example, I wouldn’t sell a console without a power supply and AV cable.Each product also has different characteristics. For example controllers have colours and could be aftermarket whereas game have unique titles and consoles/controllers do not.Between these 3 core items would you recommend different tables to track each? Woul

Hello- I am looking for a formula that I am stumped on: I have a field with a single select that is called Campaigns. Campaigns has three categories, A, B, C. A, B, and C also represent tasks which is another field. These tasks have 20 options that represent a lead time. That lead time needs to be a workday add formula to a set lookup date that is driving these dates. So I need the option for all noted: As an example I’ll use this, when you select A from campaigns that equals -30 days, allows you to select all tasks that each have a different lead time associated to then auto subtract workdays from the static look up date. Does this make any sense, need multiple switch functions? Thanks!

Any way to Isolate or hide data in the base via access or other means?If I create an inteface with linked data from another base, will the base data be visible by those who have base access? This is relevant when attempting to report on the status of legal work where the repoting dashboard interface needs the metrics however not everyone needs to have access to the back-end data related to the specific cases.  I hope I am explaining this so it’s understandable.   

Hi,We run a photography studio. The customer journey starts with a discovery call, before proceeding with a deepened consultation call for some, and then the actual photo session. The bookings for the discovery call come primarily from Meta ads.When monitoring that we have enough bookings (and potentially need to work on the Meta ads to get more bookings), we need to see historical data for how many bookings we’ve had. This would be on either daily or weekly basis, the problem is the same. For example, we’d like to see a table showing how many bookings we had for the coming two weeks and have this for each day, and see what the historical levels have been.This is how I tested: I first created a new table with one record per day. Then I linked the event bookings to each record (day). I then created a lookup field that would select all events of the type Discovery and wanted to add a filter for including only those events with a date “on or later” than that record’s date, which was not p

Hi -I need to collect data on the number of projects per month that change from “potential” to “launched”. We currently have this field set up as a single select drop down that we manually update once the project status changes. I am assuming in order to track this I will need to add a time stamp or something to the changes being made? Or can an automation do this? We need to track over the entire year the total number of product status changes, but I am unsure how to collect this info. Maybe a monthly report that gets emailed to me showing the changes that I can then tally?Appreciate any help/ideas! Thank you!

I want to look up certain related Procedure Records in my “PNP” table, then I want to add all the related Procedure Records to one field in every Work Record in another table. SO: Triggers: Possibly every time a Work record is created? or on a time schedule? A button?Step 1: Look up all related Procedures records based on a Work Record category fieldStep 2: For every Work Record, add all the related Procedures records to a “PNP” fieldShould be easy right? Just some ideas here but it didn't work at all.. 

Hello,I’m trying to automate the population of resumes as attachments to a candidate table once a form is submitted.  I’m having trouble getting the resume file to attach to the resume field.  When I do it like this (within a loop through the uploaded resumes), I get an error saying “Invalid String”.  That’s likely because the “ContentReference” is a JSON formatted string.  I don’t see an option to insert the resume file itself, only metadata.  How can I actually auto-insert the resume file itself? Thank you,Robert

Problem:I am a tabletop game designer.I am designing a game with many "units" that consist of 15 data points each (Name, attack value, etc).I am currently using Google Sheets, but one field of the data points (Ability) is in long form with bold, italics, etc and is very hard to read/edit natively.Solution:Is there a way to use Airtable to have a data set which you can pull up via a Form that allows you to search/find any of the data sets (by 'Name' preferably) and edit the content which updates the database?