Ask the Community

Hi Everyone.I am trying to create a two way sync with automations and running into a few issues. Here is the overall scenario:Table 1 is named "Jobs".  It has a long text field called "Job Notes". Table 2 is named "Action Items" and it also has a long text field named "Job Notes". I want the following to happen: Whenever someone updates the "Job Notes" in either the "Jobs" table OR the "Action Items" table I want it to be synced both ways so no matter if what table you are working on, the notes are the same within a moment of changing either side. I did the following that seemed to work until we tested it in real time and the dual syncing at the same time was creating alot of issues for my team who use these two tables. As they corrected typos / etc. it would erase some of the last parts of their sentences due to the syncing overiding eachother (at least that's how I undertood what was happening). On the Action Items table I made a linked field to the Jobs table primary field

Why, oh why, do I not have control of how I order elements on a Dashboard interface? I want to put a list view first, at the top of the interface. There seems to be no way to do that. The first option to add is a count, then I can add bar graphs and pie charts, etc, and then lists and pivot tables have to go at the bottom. A list or pivot table can't be dragged to the top, nor the pie and bar graphs dragged below. This is a huge pain and I do not understand why there is no option to arrange elements the way I want them, the way they make the most sense. Am I missing something here? Doing something wrong?

I'm trying to solve two interrelated questions, but first a prologue:Current Setup:I have built a project portal on softr using airtable as the data source.Presently each project has 18 tasks all added to the project by an automationMy project members are split into two groups (admin & client)I have a project field that identifies the project "primary contact" in the even there is more than one project member on the client side.Automation currently assigns the first 10 tasks to the primary contact upon creation of the project recordA different automation adds the remaining 8 tasks to the project as unassignedThe unassigned tasks are a mixture of tasks to be assigned to the client at a later stage and the admin.The admin tasks were not getting assigned in advance because I had not figured out a good way to do this but a recent suggestion from @Mike_AutomaticN  will remedy that 😉Task status options are presently:  To do, in progress, Done, Skipped/NAMy fir

I have a table called Task template, which contains a 18 records of all the tasks I want assigned to a project. I have been using a simple automation that runs in airtable when a new project record is detected. The automation finds all the tasks in the template table then loops through the resulting list and creates new tasks in the task table matching each of the template tasks.  This all works fine.This evening I added a step to set a field in each newly created task to be the assignee based on a field in the project table that initiated the automation. This works too... but sets ALL 18 tasks with the same assignee, and this is not what I want.Each task has a field called "system task ID" which is a text field containing value 001 - 018. The intent was to make these tasks referenceable in the softr platform I am using with this data.The challenge I need to figure out is how can I set the automation to set the assignee ONLY on newly created tasks with a system id of 001 - 010?Bel

Trying to get my dashboard interface to show a graph with multiple Y axis that links to a record picker. So far, I've only been able to get 1 Y axis, I can get multiple Y axis when I don't use a record picker though.  

A coworker accidentally hit the unsubscribe button on an automated email.  How can we get her re-subscribed?  We looked at the notification settings on her account, and they are both checked.  She still receives no alerts from the automations I set up.  Please help!

I have a database with two separate tabs that are not related to each other:Projects Tab: This tracks projects, including their start and end dates.General Tasks Tab: This contains various tasks assigned to people only when they are not working on a project.Currently, I have an Interface with a Timeline View that displays the start and end dates of each project, grouped by person. This allows me to visualize the workload of each individual based on their assigned projects.I would like to enhance this Timeline by also including the information from the General Tasks tab. This way, I can see the complete workload of all team members, whether they are working on a project or handling general tasks.

Hi all, I'm am building a price comparison base which will be used to compare pricing from 1000+ suppliers on a range of products (3000+), but as a former Excel user, I'm struggling to mentally picture the base.I understand it would be one table for products and one table for suppliers, but I'm not sure how I structure the records to report on the cheapest supplier price.So if Product A is sold by supplier 1,2,3 & 4:1. How do I link each supplier to the product with their respective price?2. How do I get a column to show the cheapest price and from which supplier?My brain automatically reverts to rows for products and columns for suppliers, but I know that's a  spreadsheet mentality and I will regret it as the data grows... Any help sincerely appreciated!

I understand that this may not be the appropriate place to ask my question in the Airtable Community, but I've found some very intelligent users, so I'm hoping someone can advise me on how to proceed.I want to integrate a dynamically filtered table from Airtable based on user selections to questions in a Fillout form.The goal: any clients can select our employees from a dynamically filtered table that shows in a Fillout form based on their needs.The table contains several columns: Name (single line text), Job (multiple choices: computer skills, math skills, English skills, and teaching skills), Working Experience (single choice: 1, 2, 3, 4, 5), Recommendation Letter (single choice: yes, no) and Availability (available/non-available) in Airtable.I was successfully able to integrate some questions that are integrated from Airtable, such as job, working experience, recommendation letter, and availability, because they are categorized, but I have no idea how I can display a dynamically fil

API for searching in multiple basesHi community, My company developed an API to search multiple databases, we used Airtable for a talent pipeline for the company's recruiting team, and we found ourselves with the limit of 50,000 records (teams plan).Instead of upgrading the plan, we developed this solution. We divide our base by years and create several bases. And with this new program, we can search through all the databases quickly and effectively.I share screenshot In the API, you can search multiple fields (in the example, we search through name and Linkedin link), and then, it shows in which base the API found the specific record (Of course, you can choose which fields you want to display.)IF YOU ARE SHORT ON SPACE, YOU DO NOT NEED TO BUY A HIGHER PLAN, JUST CREATE MORE BASESThanks!Lucas 

I am using airtable with softr for a client portal, and I and trying to configure and automation to send and an email to the portal admin alerting them that a user has logged in for the first time. I have a "users" table in airtable which maps to the "users" table in softr. I have last modified turned "on" in air table. Softr maintains it's own "last seen" field which I have mapped into a matching date field in air table. The basic logic is that the "last seen" field is empty until a user logs in. So I would think that I would just need to trigger when the "last seen" is part of the "last modified" history? But this alone would result in an email going out every time the last seen field changes which would be every time the user logs in.I only care about the FIRST time, so I would need a way to check if the "last seen" field was previously empty, then compare it to the current field contents. I just do not understand where I would get the "previous" value from?I am open to doing t

I know there are a number of Noloco users who use Airtable as the back end, and I'm hoping for some advice.I have a fairly complex app and due to some changes my clients IT team made the magic links and password reset emails not longer get to the users.  Noloco support is recommending I clone the app under a new name which should work as long as the new name is acceptable.Has anyone had experience with cloning apps (I've done it but not with a larger live app)?  Is there anything I should watch for or be aware of?Thanks.  

Is it possible to add validation for linked record rows?I am using the Record Review layout to display data with a one-to-many relationship. I need to apply validation to ensure that the value is not empty and does not exceed a dynamically generated value.Is this possible in an Airtable interface?Thanks.

Hi all! I am trying to find a method to tell me the Field Name of the last modified field, using a Formula. Is this possible without external scripting? I'd also settle for Field ID, although not most ideal 🙃Was hoping for a function like LAST_MODIFIED_TIME( FIELDNAME() ) or something.Basically, I have logs coming into a Logs table with 100(ish) columns, and I want to know at a glance what type of logs that particular one is 🙂Thanks in advance!Adam

I have a form where users will enter product details, among those details is the "Field Date", I am trying to set up automation so that when they submit a form and enter a new record, it takes the "Field Date" and subtracts 11 days from it and then enters the new date into the "Feedback Due" column for that product.I have a TRIGGER set to recognize when the "Field Date" is not empty. My ACTION is set to Update Record, then in the "Feedback Due" I am trying to use DATEADD({Field Date}, -11, 'days') to calculate the new date.I just get "Field "Feedback Due" cannot accept the provided value: Could not convert string to date."Both columns are set to the same date format. I am new to airtable and would appreciate any help anyone can provide to get me going in the right direction.

I can’t figure out how to center align a column. Surely I can do this?

I am working on an interface to summarize project line items by vendor with the goal of seeing how much of each project order needs to be ordered from each vendor.  To do this, I am using the list interface and grouping line items by project and vendor.  In the interface, the only summary data shown at the vendor level is record count.  However, within the base, it gives you the option to show summary data for different columns (i.e. sum /average of column at lowest level).  Is this possible within the list interface?  Or would a different interface be more useful?

I need a formula to verify a single-line text field only contains productId's separated by commas with <=30 comma separated productId's.OK: <=30 comma separated 8-character productIdsNot OK: >30 productId's; <8 or >8 character productId's, not comma separatedexample (with 5 comma separated productId's)correct: B0D5FHXP,B0D86NWH,BCVPRWY7,DRKM1T5G,GK3DHGH9incorrect:7 productId's: B0D5FHXP,B0D86NWH,BCVPRWY7,DRKM1T5G,GK3DHGH9,H4VPMWY7,MRKM1Y6F5 productId's with missing commas: B0D5FHXP B0D86NWH BCVPRWY7 DRKM1T5G GK3DHGH97 productId's with semi-colons: B0D5FHXP;B0D86NWH;BCVPRWY7;DRKM1T5G;GK3DHGH9 

HeyI am using Postman to make an API call from Airtable to list all 14,000 of my records to store in a variable and pass onto voiceflow.This is my pre- request script: function getAllRecords() {const url = 'https://api.airtable.com/v0/baseID/tableID';let records = [];// First requestrequestAirtable(url, null, function(initial_response) {records.push(...initial_response.records);let offset = initial_response.offset;// Handle pagination recursivelyfunction fetchNextPage(offset) {if (!offset) {console.log(`✅ Data Fetch Complete! Total records: ${records.length}`);pm.environment.set("voiceflow_data", JSON.stringify({ fields: records }));return;}requestAirtable(url, offset, function(response) {records.push(...response.records);fetchNextPage(response.offset);});}fetchNextPage(offset);});}function requestAirtable(url, offset, callback) {const api_key = pm.environment.get("AIRTABLE_API_KEY"); // Securely store API keyif (offset) {url += `?offset=${offset}`;}const options = {url: url

Hi All, I'm new on using Airtable Automations and have been trying to sync content with a Google Spreadsheets file.Once using the "When record update" trigger type, I've observed that each "enter" command made by the user when typing on a specific cell/field in Airtable creates a new row in the GSheet tab.My question is: how to assure that the GSheets will reflect and store only the final status, i.e., the most up-to-date content in Airtable?Rks in advance for your thoughts! 

Why do we use the Data Set feature? What is the point / benefit? If the data set is fed from one table in a base, then why can't we simply sync this table out to other bases in a workspace?The guide doesn't clear this matter up in my opinion.https://support.airtable.com/docs/data-sets-and-verifying-data-in-airtable

Hi there,I have a team of account executives and I'm trying to rollup the amount of revenue each person manages during a 12-month period. Revenue is generated on a per project basis. Each project has a start and end date and a monthly retainer fee, which are recorded in the project's record in my project table. I have a formula field ("Project Value") that calculates the total project value.I maintain a second team member table and I link account executives to the projects they manage using a linked record field. Some projects are managed by two account executives (and are linked to two account executive records as a result).The problem is that when I rollup the amount of revenue each person manages during a 12-month period, for projects that have two account executives attached, the rollup attributes 100% of the project revenue to both of the employees linked (rather than 50% to each). Can anyone point me towards a solution? Many thanks.   

Hey there - What I'm Trying to Accomplish:I'm building an Airtable automation that extracts email addresses from multiple fields in my Contacts table and creates individual records in a Master Email List table. Each email should be stored as a separate record, along with the corresponding Contact Name and an "Email Type" field (Primary, Partner, Referral, or Connection).This will allow me to export clean, deduplicated email data into HubSpot for email campaigns.My Setup:Table: Contacts (source table)Fields:Contact NameFirst NameLast NameEmail (Primary Email)Partner EmailReferral EmailConnection EmailTable: Master Email List (destination table)Fields:EmailContact NameEmail Type (Primary, Partner, Referral, Connection)Automation Steps (Attempted):1️⃣ Trigger: "When a Record Matches Conditions"If any of the email fields (Primary, Partner, Referral, or Connection) is not empty, trigger the automation.2️⃣ Find Records Action:Find all records in Contacts where

Hi All,I'm migrating from Smartsheet to Airtable for Project Management and one thing that I am struggling with, that we rely heavily on for project management, is date / task dependencies. Setting this up in Smartsheet is easy and intuitive, requiring no formulas.Desired workflow:I want to set the Start Date, the Duration and task Dependency so that, if the Duration or Date(s) of a task change, the downstream tasks, as denoted in the Dependency field, will auto-magically update. I have reviewed this video several times and it makes sense and seems easy, but when I configure my fields following the instructions in the video, it does not work as expected.Set up:Table has a Duration, Start Date, End Date and Dependency fields.Dependencies are enabled and set up like the following:The table looks like the following:Expectation:In the Table image above, I would expect that, since the 'Get PB' task is dependent on the 'Get Bread' task, Start Date for 'Get PB' will begin  on 12/28/

Hi,I have a formula that almost works. I'm trying to make my primary field a formula where it looks at "Column A" and looks at "Column B". If a there's a value in "Column A", enter that value as the primary field. If there's a value in "Column B", enter that value in the primary filed. If there's a value in both "Column A" and "Column B", combine those two values and place a "/" between the two fields. The formula I have looks like this: IF(AND({Column A} != BLANK(), {Column B} != BLANK()), CONCATENATE({Column A}, "/", {Column B}),IF(Column A != BLANK(), {Column A}, {Column B})) This does work. However this formula is adding the "/" character to the beginning of "Column A" and at the end of "Column B" when there's only one value in one of the fields. The results look something like this:If there's a value in "Column A" but not in "Column B":12345/75326/23457/ If there's a value in "Column B" but not in "Column A":/93664/30483/54214 I tried r