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Question:What are the best practices or automation options in Airtable to manage and proactively govern user licenses and access?Details:We're currently reviewing our Airtable usage to optimize license management and access control. Our goals are:Reduce the number of licenses to under 50 (e.g., a user like Stevie B. currently has two licenses).Convert some Editors to Viewers where appropriate.Remove access for users who no longer need it.Identify unknown users with access and resolve their status.We would also like to develop a governance process to prevent this from being a recurring issue.For now, our model involves each admin monitoring Editor licenses whenever adding a user and reaching out to teammates if any license changes are needed.We’d love to hear:How other teams handle license management efficiently in Airtable.Recommendations for automation or tools to track and alert admins about license usage.Any governance frameworks that have worked for similar access management needs.

I have 3 tables: A, B and C that are linked A→ B → C.  All child records are one (parent) to many (child).  Is there a way to have A pull in unique C records?  I can pull in a list of C records into A by using a lookup field.  However, this pulls in duplicate C records.  If I use a rollup field in A with an Arrayunique formula, it converts all of the C records to text values.  

What are some good software options for automating generation of word docs using data from a record in Airtable? I would like to be able to trigger the automation in an Airtable interface (as opposed to an extension on the data side).

Probably only relevant to Airtable users operating out of India, but any helpful perspectives from others would be much appreciated.For the last few months, all of my payments towards Airtable invoices have failed due to new regulations by the Reserve Bank of India requiring compliance to a bunch of new rules that I'm guessing Airtable is having trouble with. (You can read more details about this here: https://razorpay.com/blog/business-banking/rbi-guidelines-and-making-international-expenses/)This is exacerbated to some extent because payment partners that specialise with dealing with this sort of thing in India like Razorpay have not been onboarding new clients due to instructions by the Reserve Bank. So far we've gotten by, by contacting support every month, being reassured by them that their engineers are working on a fix, and them kindly voiding our invoice to allow us to extend our usage by a month. This month, I get a response from Airtable that their engineers have fa

Hello, I am importing a csv file from Azure Devops that contains html in one of the fields. I can’t remove from Devops. Is there a way to remove html after importing in Airtable? Thanks!

I'm finding the Duplicate Field function to be very handy in building a form with a lot of repetitive fields (long story short, it has to be built this way or prospective users won't buy in), but I wish I could duplicate an entire Group. The only actions I can take on a Group are to delete it, change the permissions, change the appearance, set rules for visibility.If only there was such an action as Group>Duplicate. Anyone know of a trick or extension? I can't find anything.Also, does this seem like a thing that form-builders want to do? I haven't seen anyone asking for it anywhere else.

Hello,I’m updating a form we use to provide training for our users and would like to create a more user-friendly design. Is there a way to customize Airtable forms so that users can choose between a “list view” and a “calendar view” when signing up? Below is a screenshot of our current forms list view.If that is possible, as a follow-up, is there a way to add a trigger question within the form that determines which view (list or calendar) is displayed based on the user’s selection? 

In the relatively recent past, it was possible to add users to Groups in the admin panel without having to write up a notification message and send them an email that they'd been added. Sometime in the last 8 months or so that was changed, and now anyone added to a group has to be notified via email, even if that Group isn't tied to any access and is solely intended as organizational. Why? It's also not possible to add people to a Group by checking off users from a list, only by typing in their names or pasting comma separated emails.Whatever changes were made have made it harder to use the Groups function and more cumbersome for admins, as well as confusing for end users who may have no idea why they were added to a Group of what it means if there's no obvious new access granted when they login. This feels like a useless change, and one that takes the experience backwards, not forward.

I’ve built a custom scripting extension that I intend to launch from a record button, send that record’s ID to the extension, and execute my script. I configured the button to launch my extension, which it does, but I can’t seem to get it to register the ID of the record clicked. I’ve tried using both useRecordActionData and registerRecordActionDataCallback, the latter example can be found below:function CheckAvailability() { const [recordActionData, setRecordActionData] = useState(null); const callback = useCallback((data) => { console.log('Record action received', data); setRecordActionData(data); }, []) useEffect(() => { const unsubscribe = registerRecordActionDataCallback((data) => { console.log('Record action received:', data); if (data && data.recordId) { console.log(`Button pressed on record: ${data.recordId}`); // Process data here } else { console.error('No recordId found in actio

Hello, I am filtering out a view based on the value of a “single line text” field in which I search for a specific substring (E.G. “Backrow”) although I got presented also the records in which there is the same word but with different casing (“BackRow) and I don’t want that.Am I missing something or the filtering for “single line text” is actually case insensitive? If so, is there any workaround?Thanks in advanceFrancesco

I have an agency This is my first time using Airtable. And i want to ask can i build a crm for each client and give them access their crm only under my Airtable account?? 

Hello, The article on “Airtable automation action: Send MS Teams message” has options mentioned in it that I don’t see on my airtable (we have enterprise), specifically the “Dynamically messaging channels and users” section. Are these upcoming changes? I would love to see these implemented, especially being able to tag people in teams messages or sending messages straight to users. Link to the article: https://support.airtable.com/v1/docs/send-ms-teams-message-actionLet me know. Thanks!

Beginner here, first post - certainly not the last.  What I am needing seems like it should be simple, but the solution is evading me.What I'm looking to implement is a way to find the total number of rows (volunteers) from table A and write that into table B once a week so I can track the total number of volunteers over time.I have linked both tables but no matter what field I try to run the COUNTALL on, the result always seems to come back a 1.  Ideally, I'd like to use an automation so that this total is pushed to the history table once per week.  Sure could use some help here.TIA,Dan 

I have an interface set up showing our contacts and associated interactions with them. There are two levels of hierarchy. At the top (Level 2) is "People" and under that is Level 1 "Interactions". These levels are linked by a common Interactions column. I've enabled the download .csv option.However, the resulting .csv file only reflects the shown information on the "Interactions" level (level 1) and shows none of the info from "People (Level 2). What am I doing wrong?To help illustrate, my Interface List could look like the one outlined below, but in the .csv file, only the info related to interactions will show up (with the correct corresponding column names).^ Person A Name              Person A Email          Interaction Name            Interaction Type            Interaction Date       Interaction Name        &nbsp

I used the .CSV extension to upload a file into a base, but the data didn’t populate into the cells correctly. I’d like to restore the table to its original state without creating a completely new base from a snapshot.My idea is to make a snapshot, then copy and paste the earlier version of the table back into the base. The field types match, and I’ve already removed any groupings, sortings, or filters.Is there anything else I should watch out for before doing this? It seems like a quick fix, but I want to be sure I’m not overlooking something.

 Hello, So Airtable has a script that allows importing a CSV file to update records, I am trying to use this script in an Automation but instead of uploading the CSV to the script, I need it to grab it from an attachment field. The Airtable Script: // Ask the user to import a CSV file containing a header row let csvFileResult = await input.fileAsync( 'Upload a CSV file', {allowedFileTypes: ['.csv'], hasHeaderRow: true} ); // The file importer will automatically parse contents for many file types, including CSV files let csvRows = csvFileResult.parsedContents; // Edit this to the name of a table in your base let table = base.getTable('Purchases'); let shouldContinue = await input.buttonsAsync( `Import ${csvRows.length} records from ${csvFileResult.file.name} into ${table.name}?`, [{label: 'Yes', variant: 'primary'}, 'No'] ) if (shouldContinue === 'Yes') { // Create new records from the CSV. // Edit these field and property names to match your

Hi community, I recently had to solve the situation where I needed to get URLs from hyperlinks stored in rich text formatted long text fields and put them in another long text field. Essentially, just showing the URL, not the hyperlinked text. I ended up adapting the "Convert attachments to URLs" script (posted by Alex Wolfe). I had found a post here, that used a regex expression but this seemed to only work for visible URLs. I never could get it to work for my use case. I'd love feedback on what I could have done differently/better as I'm sure I haven't thought of everything... or even may have just completely missed something obvious. Thanks!// Script settings - Click the gear icon for the Scripting app to surface these anytime // Surfaces options to select the table, view, and fields needed in the script let config = input.config({ title: '🔗 Extract URLs from hyperlinks', description: 'Extracts URLs from hyperlinks stored in Long Text fields with rich text

One of my team members is running into an issue where the default interface view is “edit mode”. Please advise. 

Hi everyone,I've noticed that in Airtable forms or when entering data into a Linked Record field, there’s currently no native way to copy and paste multiple records at once, or to select multiple records in a single action—other than selecting them one by one.I was wondering if anyone has found a workaround, automation, or clever trick to make this process easier. Any suggestions would be greatly appreciated!Thanks in advance for your help.

Hey guys,I am building out a record template that creates new records across multiple tables, however I have a table that only give me the options to "Link an existing record".I've tired making a template on a different table linked to the problem table and the issue is still there, no "Link to new record". Heres what it looks like (green is what I am looking for it to do, and red is how it's currently showing).Anyone have any ideas whats going on?  

hello i want to make symptom and medicine database. where i select multiple symptome and common medicine shows. i have done relationship, but how to get common answer of multiple symptoms medicine . plz guide

Hey! Wondering if anyone has any insight into this!I'm creating an automation between Make.com, Chat GPT and Airtable to automate part of my content creation process. I'm stumped in this automation and would love a hand! The make.com senario uses a webhook to grab an airtable record, sends the record data to Open AI for Chat GPT to make a completion then sends the completion back to the original airtable record.And it's all working, which is exciting!EXCEPT the chat GBT completion doesn't end up back in the airtable record. I'm not getting any error messages to troubleshoot though. Not from make, airtable or chat gpt so I'm not sure what or how to troubleshoot this.All I can see is that the scenario completes successfully but there's no output in airtable.Inside the Make.com RAW log there also shows a Chat GPT output but the output doesn't relay to the irtable record. Again, I'm not getting an error message anywhere throughout the process. It all looks lik

Hi all,Seeing lots of posts from 2021 and 2022 about an inability to print from Airtable. When I go to print either a record review interface, or from the page designer, the generated PDF is an absolute mess.A lot of the posts say Airtable are working on it, so hoping that in the 2 or 3 years that progress has been made, or a work around solution has been found?If not, is it fair to conclude that printing from Airtable requires an external app and to factor those costs in when assessing costs for Airtable?Thank you,Ryan

Howdy all, I promise I really have looked at exisitng topics but there is information overload. Ideally I would like ot use ODBC driver to connect to AT to Windows via ODBC driver, I found several but they are all expensive subscriptions.  It seems AT may have its own ODBC driver now??  But I can’t find it anywhere in the AT documentation. What is the best extension or method to use data from multiple tables within a base, fill in essentially form letters WITHOUT using the extensions that you have to put the information boxes on the template.   The data I have for the body of the “letters” is sometimes several pages and I can’t find an extension that doesn’t chop off the rest of the text once it goes beyond the bottom of the information box or window we placed in the page setup.  We are printing the letters to PDF. Any suggestions for something that would act as “mailmerge” or is an annual ODBC sub to CCData or Devart the best way to go?? Thanks!!!

Hi! Scope: New Hire Form Add New Hire DetailsUpdate New Hire DetailsDescription:Want to create a new hire form where new hires are able to fill out their details, and a copy of the form can be sent to them. The form should have an editable link (similar to Google Form edit response function), so that they are able to modify different parts of the fields.I've only seen prefill forms in usage of simple database, or for reservation purposes, not so much as complex as an employee database where multiple fields can be modified. Thanks so much!