Unanswered questions

I’ve been going through tutorials and step-by step instructions, and I can’t figure out why my automation is not working properly. Please help!I have two tables (Export and Projects), each with a field called “Slug”. When a record is created in the Export table, I need an automation to check the Projects table and compare the “Slug” fields. If there is a match, no action is required. If there is no match, then a new record needs to be create in the Projects table.Here are my automation steps:The trigger: When a record is created in the Export table.Find records: Where Slug in the Projects table is equal to Slug in the Export tableIf [Find Records > List properties > length] = 0, then create a new record in Projects.Except, no new record gets created.

I have an Airtable automation where I : Filter participation records based on the type of participation. Send a recap email with details specific to each type. Currently, I want to update the record to mark the email as sent. Right now, I need to include the “Update record” action in every conditional block, because Airtable executes actions only inside the branch that matches.Question:Is there a way to have a single “Update record” action at the end of the automation, regardless of which conditional branch was executed (ex : where I wrote HERE on the picture), instead of duplicating it in every branch?I’m looking for a faster, cleaner solution to handle this “final step” without repeating it multiple times.  

Have a form that a record picker is used to select a client and am trying to get a encoded URL into a button that can be selected from within an Interface page and have the client pre-selected.Have made plenty of Forms pre-filled encoded URLs (Button linked to formula building the URL), but cannot get this one to work - only seems to be for the Record Picker elementHave other URLs for this exact form that work fine, eg:https://airtable.com/appgAgIX5zNGRiox4/pagqzLgwghd7xBloc/form?prefill_Action+Type=Maturing+Term+Deposit&prefill_Task+Name=Maturing+Term+Deposit+-+(Bank)(Amount)(Date) But when I try to pre-populate the record picker under Client (which selects record from a linked table) it just doesnt fill it. I have tired manually creating:https://airtable.com/appgAgIX5zNGRiox4/pagqzLgwghd7xBloc/form?prefill_Client=Shane+HarrisHave also tried using the Prefilled Forms extension using field names or field ID and get the same result

Hi all,New to the community here 😊Quick backgroud, I use Airtable as core operational platform for enterprise-scale stadium delivery coordinating content, instructions, and approvals across major events. External stakeholders access structured workflows via a portal in Softr, while internal teams manage live production delivery in Airtable.I’m currently on Business and evaluating a move to Enterprise Scale.Before upgrading, I’m trying to confirm whether Enterprise Scale supports embedding Airtable Interfaces into third-party portals (e.g. Softr) with the following requirements:Embedded without public “share to web” access Users authenticate normally (Airtable / SSO) Interface permissions are enforced (role-based access, edit vs read) Users can edit records and reorder rows within the embedded InterfaceIn short: Can Enterprise Interfaces function as a secure, permission-aware embedded app inside an external portal?If this is supported:Is it native to Enterprise Scale? Or only available

I manage a statewide calendar on which people submit their events via a form. Many of these dates repeat weekly. How do I set up an automation to add subsequent events automatically rather than having to do it manually? 

I’m working on an interface that is all connected to Property Projects through the Record Picker. I’m trying to create elements that pull data from the subject property through the Record Picker. For example, I’m creating a Comps element. However, I need the comps to pull only from the Property selected in the Record Picker. It’s prompting me to create a condition, however, I don’t have the Record Picker as an option. What am I doing wrong? Thank you in advance! 

Hi all, I am trying to create an automation such that when a person creates a new record in the projects table, a view is automatically created in the tasks table such that any records with that record are filtered to be the only records shown. I figured that this could be done with scripting, but I’m not sure how to create a view in the tasks table with a specific filter applied.

Hi everyone!I entrusted Airtable as part of my career (business plan) and now, I’ve encountered a significant issue at my workplace.My customers are salesmen and they utilize quick ‘CTRL+F’ buttons to find our products on our Airtable. If they don’t, they go to another vendor and we lose that sale.1,000 record view  limit banner with button on right I understand they can press ‘Load all records’, but unfortunately not all of my customers are fluent with computers and/or want to deal with pressing ‘Load all records’ all the time, so we’d just lose the sale entirely.I notice this pops up ONLY when I am logged in. HOWEVER, when not logged in and/or viewing via a link... the banner is not there and all inventory shows as normal. Unfortunately, as a good Airtable patron that I am, I made our customers sign up and now they can’t see the inventory we sell. CTRL+F limit I’ve consulted Google Gemini to no avail, and I’d like to say we’re losing a significant proportion of our sales.

Hello everyone,I’m a beginner in Airtable.I created liked to another records in my database but it doesn’t goes out automatically. A helper said that I have to enter the link manually by clicking in the box and selecting the correct link to establish. He corrected the field books to show me an exemple. But I don’t see what’s wrong. Here is the link to my database :https://airtable.com/invite/l?inviteId=invaGndItH1AMLc6T&inviteToken=397c73d5eb028ef680e8e173e4a730b416c544f294d7c3917f344bbb0d0fe1c1&utm_medium=email&utm_source=product_team&utm_content=transactional-alerts 

Hello AllI am attempting to load a PPT attachment with multiple section and have those sections regenerated using an AI Field Agent Analyze Attachment. I want it to lookup the information in a specific section of PPT and duplicate it including formatting. It is duplicating the information but failing on the formatting. Below is my custom instruction. You are a document analyst specializing in extracting specific sections from documents. Your task is to extract the Accomplishments section from a provided document.Analyze the document and locate the Accomplishments section. Copy the details from this section exactly as formatted. Ensure that the bullets are indented as applicable per the format of the original document, and do not include 'Accomplishments' as a bullet.Output the extracted section as rich text, maintaining the original formatting and indentation. If the Accomplishments section cannot be found, output "Accomplishments section not found."This is what it looks like in the PP

I have noted several small but recurring limitations and ideas related to Airtable. I would like to understand whether these are on the product roadmap and, if not, whether practical workarounds exist. Enforcing a true unique key constraint on a table’s primary field Right-aligning numeric and currency values in the list interface Rolling up values in a self-linked table currently requires separate rollup fields per level and an additional formula to consolidate them into a single field Gantt chart dependencies only support day-level granularity; hour-level dependencies are needed A native delete-trigger mechanism Could you advise whether any of these are planned for future implementation, and what recommended workarounds exist today?

unfortunately there is no way for 3rd party clients to update an existing record ussing forms. it creates a new one upon submission. it would be great if users can click on a link which opens up a partially filled in form > they fill it in even further and hit ‘ update’. updates existing record rather than creating another.

Hello everyone,I’m a junior data analyst and recently I was asked at work to integrate new data that is external to our management system. This data consists of Excel spreadsheets stored in Airtable. While researching, I noticed that there are several ways to integrate this data.For example, one could use “bridge” solutions like OneDrive or SharePoint, or connect directly to Airtable via its API.I was able to connect directly using the API (after creating a Personal Access Token), performing a blank query and using an M script to retrieve over 20,000 records. However, I would like to hear from more experienced people whether this could be the best approach compared to using a bridge solution. I personally think it is, but I would appreciate the opinion of experts.I have tested this with free accounts and demo Excel files with over 20,000 records, and I can retrieve them both directly via API and using OneDrive or SharePoint.Additionally, I understand that the client has a paid Airtable

Is there any word on a feature to allow users to change the day of the week that you use for the first day of the week? I know a lot of US calendars will use Sunday for some reason, but I don’t actually know any businesses that run on a Sunday start. I’ve always used a Monday start to the week. And I’m pretty sure most of the rest of the world uses Monday to start the week.I noticed people have been asking this for almost 8 years according to the help center. And it seems like the easiest change.People were trying to suggest that we change our browser settings to some part of the world that does Monday start, and others were reporting that that doesn’t actually change the user experience. And making that change messes up every other application I use, so it doesn’t make sense. Just about all my productivity applications let you set this as a personal preference, and I’m kind of stunned this is still out there.How can this be escalated, or is there a way to see if it’s on the roadmap?

Should i sort it in  notion?] 

When I choose Blank Layout on Create Interface and add grid element manually, my right panel looks like this. When I choose List Layout to start, my right panel looks like this : How can I have this second option when I add grid element manually.

Disregard...no way to delete

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Hola buenos días. Empezamos semana y curiosamente no se carga Aitable. ALguien más con este problema???

I am looking for someone to revamp and make my database on Airtable more efficient. We use it for a medical practice from the start of the intake, to the scheduling, to the preapproval process, to appeals, to scheduling, to efiling. I built it myself, but I know that it can become better with someone like you looking at it.Would also like it to tie into our referral base and keep track of all that. Let me know if this is something that you could do. Thanks, Hector

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I had Omni build a Form for users to collect new record information. It has two levels: Claims and Claim Details. I wanted it to allow a user to create a new “Claim” and the continue to add each new “Claim detail record” from this same form. It works in the regular interface, but as a form it only allows the user to select from existing “Claim Details.” Is there a setting for that field that I need to change in order to adds new detail records?

I'm working on a project where we use:- Postgres for our production app database - Airtable for our internal team (support, ops) The challenge: keeping them in sync without writing fragile scripts.Curious what others in this situation are doing:1. Are you using Zapier? (I find it too slow)2. Custom scripts with webhooks? (maintenance nightmare for us)3. Some other tool I haven't discovered?4. Did you just pick one and stick with it?We're syncing about 5K records and need changes to propagate in under a minute ideally. Any experiences or recommendations appreciated!

I’m loving interface extensions so far! It’s super easy to get up and running. I have an external website that uses the Airtable API that I think would work much smoother if it were an interface extension and inside AT proper. The only problem is… it’s in Vue, and it’s way too complicated a project to rewrite from scratch in React.Assuming the interface extensions team isn’t planning on making a Vue SDK as well (...unless? 😳), has anyone tried inserting a Vue component into React, specifically inside the Airtable Blocks SDK, where no Vite config file is available?

I’m trying to extract information from within our confluence setup, using field agents to locate specific piece of information from a specified page (via URL). I got it to work once, but now it just says it cannot access the page, as if it has no authentication (which is probably true). Is there a way to provide it with authentication to go do what it needs to do? Curious how I got it to work the first time too