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I'm trying to make a small CRM. Two of the main datatypes are Contact and Company. Clients work for Companies. When I get a new lead, I enter the Contact's information. When I do that, I'd also like to be able to create a record for their company if it isn't already in the Company table. So, bottom line, I should be able to either select a company, or type in the company's name and have it create a new record in the Company Table.I've created a simple interface to create a new contact, but as I understand it, interfaces only insert into one table. Is there any way around this? I thought about trying to add an automation, but it seems like the interface templates for adding new rows to a table don't support what I'm trying to do.

Hi everyone! I have a follow up survey that we send to customers via Airtable form. No prefilled info, pretty simple rating, feedback, and customer email to be filled out. Here's the kicker - we got a response back, and the customer entered @gmail.con instead of @gmail.com. The problem is, I have several follow on automations that are dependent on that email field to match it to the original survey request and then update both records accordingly, notify the user, etc. I already have modifiers on my other automations that corrects any caps to all lowercase, trim, etc to ensure the data is clean and matches. I considered using the "length" modifier, but considering I have no way of knowing how long any given customer's email address will be, that's not really an option. Now, I know I COULD just manually correct the email address, but I don't want to do that every time, and that also effectively avoids the trigger for one of my automations, "when form is received" do

Can you help me with a formula to remove all characters including and after the "(" in Los Angeles (hollywood)?So my goal is to make Los Angeles (hollywood) --> Los Angeles

I know airtable doesn't have the ability to do this, but I wonder if anyone here has a clever solution.For context, we're a non-profit vege farm. A few of the things we keep records on need many records created at the same time. For example, when I seed trays of 15 different crops in the nursery, or I sow a cover crop into a bed (sometimes 10+ species). Each crop in either of those instances has unique data stored against it - Date, quantity, etc.We need to be able to do this on mobile, as we're in the field, and unfortunately the table view of airtable isn't very easy to do this on mobile. And unfortunately having to submit a form 15 different times is confusing and time consuming. The ideal solution would be a form that could collect all data against each instance, but airtable doesn't allow that.Does anyone have any ideas to help with this workflow? I have seen on2air, but unfortunately as a non-profit, spending more and more $ on record collection is really real

Hi,I am new to using Airtable, and I want to utilize multiple forms. The idea is to have a first form where, upon clicking a picture, it will transition to a second form, allowing the customer to input all the necessary information. Upon pressing a button on the second form, it should move to the third form, displaying quotations for the woods, including the pricing and quantity. These forms are intended for quotations of the product that the user can request.My question is: Is this functionality possible with Airtable? I am uncertain if a clickable image is feasible, so I need clarification on whether Airtable can support multiple forms, as described above.

Hey there, We are building a complicated form and we are wondering if it would be possible to break up the questionnaire into multiple pages so that we can offer the questions in smaller chunks? Do you have any insights into this?

Hi,As the subject line states, I am looking for a function within airtable forms that can allow me to change the available inputs based on the condition of a previous answer.The purpose of this, is to submit an attendance form of such.I am using a table consolidate all of the different departments as an individual record, and within that record, each employee is linked to their respective department.My intent is to use the form to submit a list of attendees, based on which department is involved.For example, I had a meeting today with Marketing, Finance, and Operations.On the form, there will be a linking field, where I input these three departments.Then I have an Attendee field, where I can link the individual attendees, based on the above selected departments.Is this possible? Is there a way around this?

Hello, I’m trying to put automatically as primary field the name of the forms where the data came from but I can’t find a way to allow that, even if with formula. Someone have an idea how to that? Here data from my table: Table name: Table1 Compose by these views: Grid view Order form Incident form Purchase form Ask money back form I want to display the name of each form on the “Grid view” as primary field. Is that possible to allow it without to ask the user to field this name on the form?

Why do forms have to be only one column? I need to develop forms that are more complex than all the fields in one column. Any suggestions?

Is it possible to put the fields side by side? Like this… First Name _________ Last Name ________ instead of… First Name Last Name Also, is there a way to make the boxes next to each field smaller? They are really long (like above) Thank you for your help!! Robin

Hello Airtable world,I need help with a formula. I have a look up field with many options. All of these options share the same data for some field e.g. Pick Up Location.In this case, I have 1 record with 2 options (lookup field) and the look up field extracts: Montreal, Montreal.Is there a formula I can use to only keep what is before the first comma when working stringsThis is an example of what I am trying to achieveThank you in advanceMatt 

I've been scouring this forum for an answer to a variant of "Convert String to Duration" but alas, no simple answers uncovered!In my case, I have a text field that contains duration as as string such as, "1:30:00."I need this to now be a field that is either a number (1.5), or an actual Duration type field.DATEADD(), DATETIME_PARSE(), DATETIME_FORMAT(), etc. formulas return errors and cannot format this particular representation of time as a string.What incantation of formula language is required for Airtable to do this so I can use this data? Thanks!

I have a weird one: How would I even begin to convert a column that contains duration data formatted as a string like this? I want the final conversion to be a decimal number, but none of the standard DATETIME() type formulas can make sense of it. Help!

I went into Airtable to create a new form, and was pushed to do this in the "Interface view".It seemed relatively straightforward, but I can't find an option to "stop accepting new form submissions", like there was in the normal form view.You can "unpublish" the form, but this leads to a really nasty error message if someone tries to access the link (see screenshot).Is there a solution for this? At the moment I have had to edit the form by removing all of the fields and adding text to confirm that it is no longer accepting submissions.

Hi,I'm trying to display fractions and percents based on a cap/denominator of my choosing. Ex. x / 54.The goal is to help the team know at a glance/status report that we are either at cap or below and by how much exactly. The same need is also needed in that if we're below by 3 for example, maybe 1 is in transition and only 2 is truly missing.I fiddled with columns and formulas a little bit and found a way for a column to display a fraction by having a autocount row and a formula row returning a concat of the {autocount} +"/54" for x/54 but I cannot display that on a dashboard. Also learned formulas can't count records in the table, hence autocount as a workaround.If anyone has thoughts on how to show fractions that would be great. OR display a count of "54" or "20000" without it ruining the table as a last resort, so that I can display a regular count as one field, and that "fake/determined" count as another field next to it.Edit: Also found out after more fiddling, autocount does not

In order to keep costs down at our nonprofit, I have it set up so only a few people have paid editing access in Airtable - the rest have read-only access to an interface. They have the ability to create/update/delete individual records with interface buttons that open surveys in Fillout, which is slightly clunky but far better than previous alternatives. I've run into a situation where I'd like to make it easier - our list of contacts. It's huge, and things are constantly out of date, and I am DESPERATE to make sure keeping it updated doesn't become my job. I already have a record review page in the interface so I could add a button to go to survey to update that information, it just feels like there will often be batch updates (everyone at this org got new emails or something) where it would be a lot more convenient to have it feel like a spreadsheet. The more I type, the more I think I should just add an update button here too and it'll be fine, but I'm interested to k

Hi! I'm looking for an alternate way to display records that are grouped by a "multiple select" field.  As an example, I have records of food items and am grouping by the Food Type field with tags Fruits, Veggies, Carbs, Berries, etc. Some records, such as Cherry will be tagged both "Fruits" and "Berries."  As it displays now, Cherry will be grouped in its own area of both Fruits and Berries rather than showing up in the individual Fruits group and the Berries group.  I realize that having Cherry show up in both groups would mean the single record is displayed twice, so perhaps there's an alternate way of grouping records where the group will show all records with a given tag? I'd love to come up with a solution for this, because it gets pretty cumbersome to sift through many annoying "groups" where multiple tags are used. I just want to see ALL the records with that tag, regardless of any other tags those records may have!

For my interface I want a grid view meant for people within my organization with all the fields visible and I want another view of said interface meant for external organizations that only show some of the fields.How do i go about this?

So I currently have an automation set to when it hits 6:00 AM everyday, a record will be created and it will tag the record as backlog (in the status field) and will copy the created field's date and update the name of that same record. However it is always one day delayed. I do not know why this is happening. Here are SS of it happening. Would need all the help I can get. Thanks!       

With a correct budgeting process, companies can benefit from forecasting and use financial insights to compare actuals against allocated budget. You can use the Budgeting module in Finance for basic budgeting, budget planning, and budget control.After a budget is established and approved in Finance, you can convert the budget plan to a budget register entry. Budget register entries provide tools for maintaining the budget and for keeping amounts traceable through budget codes.Budget register entries let you revise original budgets, perform transfers, and carry forward budget amounts from the previous year. Based on the established budget, a company can enable budget control. The level of control depends on the organizational culture and the organization's level of maturity.Finance includes a budget control framework that lets the company's management select either hard control (which prevents postings that would go over the budget) or soft control (where users are warned that they will

By asking questions and gathering customer requirements, you can plan a chart of accounts that fits the customer's needs. In many cases, the customer chooses to bring in their existing chart of accounts from the legacy system into Dynamics 365 Finance. If this is the case, you need the source data that you create by extracting data or by exporting from the legacy system in a format, such as CSV or Microsoft Excel.Then, after you cleanse and restructure the chart of accounts according to what the customer wants, you can use the Data management workspace to import the data to Finance.For more information, see Migrate data and go live with finance and operations apps.The following questions are typical examples of what you can ask when interviewing personnel in your customer's finance department:What degree of specification is needed?How should the chart of accounts be structured?Have external accountants offered suggestions about the structure of the chart of accounts? Doe

Hello, hope you are all doing well. Need some help giving points to each participant per race result, would like to create a field on the same table with a formula that does that automatically. The point system is basically the reverse order of the number of participants, ea: 1st place gets the total number of participants in points, the 2nd place gets one less, and so on, with last place getting 1 pointHere is the condition, only the "Pos" with numbers will get assign the points. Positions that have a DNF or DNS will get just 1 pointHere is the table: Any help will be grateful, my brain is toast for the night, trying all kinds of ways.This might be super simple for someone out there 😆Thank you!

Good afternoon, I’ve got a handful of automations that are triggered by updates to specific fields in a table, and when the criteria match a record gets flagged. I’m seeking a solution for how to get a new automation to run where the trigger criteria are met by existing records when I flip it on. Currently, when I set the automation to run, the existing matching records don’t execute without manually updating them. There are tens of thousands of records in play, I know I could manually trigger it via a checkbox or some other square peg, but the maintenance of it all is becoming a part time job on its own. Is there a mechanism that yall have found which lets this flow more like opening a spigot and less like doing it twice because some records already match the trigger? Would appreciate any insights. Thank you!

I am considering linking back to a specific cell in Airtable. I can copy a link to the cell by right-clicking on it and selecting 'Copy cell URL.' However, this opens Airtable in a browser. I want it to open in Airtable's desktop app for Mac. Please suggest how to do this.

We use a form with our database so that students can post pictures of homework. When completing the form, each student inputs her student ID to create a new record, and attaches pictures of homework. The homework is associated with a specific session. The master table of students and sessions includes a unique “student session id”, but students don’t know it (ie can’t input it into the record). I would like to create an automation that is triggered when a student submits a record to the homework table. The automation would look for all of the “student session IDs” associated with that student ID, find the largest “student session ID” for that student (more recent = highest number), and input it into a field in the record. Can anyone point me to a script that would do something like this? Thanks!