Ask the Community

Hi,I have a table of tasks.I have a table of action items.In the third table, we have various information items (records).Several tasks can be assigned to an information item.Tasks can have multiple action items.Each action item has a single Owner.I want to show only the current action items related to an information item record.Please recommend the best practice for implementing it.

Hoping someone smarter than me can helpI am looking to update a dropdown menu (to show a quote is accepted) on Airtable when a user approves a quote on our quoting software (Quotient)I am using a quoting software called Quotient, works with Zapier, I am successfully done the 'trigger > find record > but I cannot find how to update a dropdown.The record is found based on the same unique text in Quotient which marries up to the unique customer reference in Airtable.I've added some screenshots which may help to understand

Hi guys,I'm creating a escape room form, so the group can select the room and time they want to play.There are 3 rooms (each one with 5 different times to play).When a group select the room/time (example: Room 1 - 20h) this room can't appear on the form anymore.How can I do that?I read in other message here to create a new table with all the possibilities (I already did that), and created a link to another record in the main table (which is used to create the form).I tested it but it didn't work.If anyone could help me, I appreciate it! Thanks

Want to:- Store a database of suppliers and their training records- Log their training and assessments- Create certificates- Create external views for assessors to update training records

Hi all!My team and I are exploring using Airtable as a tool for our Software QA team. We are looking to use Airtable to hold our QA tests and testers' results. Has anyone used Airtable for this before? Do you have any templates you would recommend? Any input would be appreciated. Thanks! 

I have some equipment inspection checklists that I am trying to move from paper to Airtable, and I was wondering if there was a way that I could convert it into a fillable PDF and put it in an Airtable form. The employees fill out these checklists when they’re at worksites, and the office is out of their way, so the forms don’t get dropped off as soon as we’d like. What I am hoping to do is have the employees fill out the PDF in the form, then have the PDF saved to the base as an attachment so that we get the forms as soon as they’re finished, and it’s easier for everyone at the worksites. I already tried converting the checklists to Airtable forms, but there are just too many checkboxes that would each need their own field, and it would just end up being too inconvenient to fill out and sort through. I also tried using the attachment field in a form, but this would require the PDF to be filled out in a different app (or scanned), then saved, and then submitted through the fo

there are so many options out there, but I have our employees work exclusively out of the Interface Designer.  What is the best options out there (affordable or free) to generate letters at a click of a button?  

I've created a button that links to a script. The script duplicates the line where the button sits and duplicates linked records housed in another table. However, the script crashes seven out of ten times. Is there any way to mitigate this? Is it my internet connection? I'm tearing my hair out as it's almost quicker to manually go around all tables and duplicate records and wire them back up by hand 😧

Imagine you have set a rule that your kids are only allowed 2 cookies from the jar when they get home from school. They have access to the cookie jar (a particular table), but they can only have 2 cookies (2 records per day). When they try to take a 3rd cookie they will be blocked, and redirected to a different page.How would one do this with AirTable? We have tried doing it from the UI in Softr, but this requires us to update the UI when users in the kids group have taken 2 cookies, which is a little tricky to get right. It would be much better if this limit could be implemented on the server side, in AirTable, somehow.Any thoughts anyone, please?

I have master blocks of code in my code table.in another table - main table -I wish to get data from a field in the code table by specifying it’s rec ID. I will then combine this code with other data from the main table. I can do this with a linked table but it requires that the user must remember to select a record every time a new record is added in the main table and since there is no default for linked record, I cannot find a way of using linked records.i was hoping to create a formula that did this get(field.codeTable(recID))I could put the actual field data from the record in code table directly into a formula but then every time my code is updated rather than update the code table code I have to remember to do this elsewhere.any help much appreciated, perhaps a script?

Hello,I am building a project management tool and want to send daily messages to the users on late tasks, upcoming etc...to do so, I have created my automation as follow: The idea is to run automation everyday, look for all users from a table 'participants', and for each one of them search for late tasks assigned to them. Generate an email and send it to each recipient. (I don't want to generate 1 email per late task.... too many messages)This works great as is, except that if there is nothing late in the queue for a user, he will still get an email with an empty table...anybody has a solution to add a condition on this automation?thanks!

Hey there, I'm stuck at this point and really hope some expert could help me out. As a language center, we collect payments from the students in phases. We have a "master" table including students' information, I then sync the view to another base for payment tracking. I really want to keep using that "synced view" for accounting purpose, because then I don't have to type in the whole list of names again. In another way, I want to keep the information consistent and save time from creating and updating many lists for different departments in the company. However, for the accounting base, I can't add rows below each student's name (as it is a synced view!) to track their different payments (divided  into 4). I had to track those veritically (adding columns instead of rows) and this causes some inconveniences. I want to filter the Data by status, for example "Due soon" or "Overdue" and see the sum of the amount of money we expect  to collect in the fu

I have a table of worklist items that are assigned to users. I want to create an automation that once triggered will execute the "find records" and would go through the distinct list of users that have open tasks.  Open tasks I can do with a filter, but how do I work it out such that if Joe has 3 tasks, the action only executes once for Joe?I tried the group but it didn't seem to do the trick (unless I'm doing it incorrectly). I could just do it all in a script, but I'd rather use the no-code tools to drive the automation. Thanks.

I am trying to create a project tracker with a task list and start dates and end dates for each task that are calculated automatically based on a dependent (linked) task and its associated dates. My problem is how to create the first row because no matter what formulas I build for the various date columns, I end up with a circular reference error. I'm expect this is possible in Airtable but I haven't figured out how to do it.I have tried adding a Manual Date column and a Calculated Date Column and then using this function for the start date of each taskIF({Previous Task},{Calculated Start Date},{Manual Start Date})But it still gives me a circular error reference.

Hi! So, I tried an automation to send an email to some designated people from a list on Table 2 when a record enters a view on Table 1. The users are coming from a linked record from T1 to T2, but when I configured the automation, the system apparently didn't read the emails are emails so, so it failed to send anything. Am I missing something on how to do it?  Background: All of the users are Airtable users but they don't have access to the email accounts linked to those emails.

Hi, for some reason, when I input numbers with two decimal places in my 'number' field, they automatically round up to 1 decimal place. How can I prevent this from happening? Thank you!

Hi,I'm in the unfortunate situation that I seem to have an automation bug that creates unwanted changes to some records, but not all.Since I cannot on my own find out which automation causes this (mailed support regarding this), I wanted to at least identify all instances. The symptom is I end up having two different contact information for the record. Unfortunately there are no identical fields to make an easy IF (!=) between, only parts of the fields are the same (basically a name, with different stuff before and after).In Sheets/Excel this would be a VLOOKUP case, and in the automations there is 'CONTAINS' that could be used. But how could I build a formula that takes one column (in full, I was able to SUBSTITUTE it down to the exact string) and find records where the other column contains the search string?TIA,Björn

I have a simple linked table. There is a table of CASES with a bunch of fields and then another table called CASE ACTIVITY which has scheduled activities for each CASE, so the tables are linked by CASEID which is the primary field on CASES.That all works fine. Under CASE ACTIVITY each row is a dated activity, so :CASEIDScheduled actionDate65Sent for review10/10/202465Publish findings12/10/2024I would like to have a formula field in CASES that shows the date when the next activity occurs. And I started with a formula field that simply said "MIN(

Hi guys. I have a workspace through which we manage our business, an academy. I have just two users, one for the owners and creators, and another for the teachers. Our problem is that we need the teachers to access to some bases and some interfaces of the main data base, but no to all the administration and managers info, and till now i havent found a way to restrain the access just to the bases and interfaces that they need. Is there anyway to manage the permissions or block access through passwords???? Thanks a lot for your time. 

I am very excited about this new Public Interface option and want to share an interface with a client through an embedded code in an outside website. But I am having trouble because I have an Interface with Linked Records and when I select one of the linked records I get a spinning circle in the field box for the linked record. I am assuming this is a viewing permissions issue because I have no trouble seeing the linked record when I am working inside Airtable. The linked record is connected to the "Contact Table" and that is also has shared public permissions in the Interface. What else can I do to make these linked records also viewable?

I would like to be able to select data from a list of choices on softr. However, by linking the dropdown option to a linked data column on airtable, the data of another user also appears and I would like to avoid it. So I tried to use dynamic filters, but it does not work.  AS 

Hi everyone.I am looking for a solution where I have an interface created and I want to automate the process of sending the interface data via Automation or Scripting. I have tried the scripting route, but it asks for installation of node.js libraries. I am not an expert at programming and have recently started learning, so I was unable to proceed with the same.Any help in this regard would be welcome. Thanks!

Hello folks!Total newb here!I have a base with 2 tables. Table 1 is orders that are placed by customers. Table 2 is a list of those products with a corresponding URL to the image.I'm trying to have the Cover Art field in Table 1 populate with the corresponding date from Cover Art URL in Table 2; based on the Product field in Table1 when the customer places the order.Basically when a customer places an order, I want the Cover Art field in Table 1 to pull the appropriate URL from Table 2, based on the Product field in Table 1.  Does that sound utterly confusing?I've attached some screenshots in case it's helpful.I've been spinning around online trying to figure out how to accomplish something I believe is actually simple.With grace,JQ

New to all of this. No coding background; small business owner. I am trying to create a rudimentary inventory system with Airtable. I can't figure out how to get a formula to "count" the number of array entries in a linked record field, and return back a simple integer value. For example, in the photo attached, the "Reserved" field should return the value of "2," since there are two entries in the linked record field. Any ideas? Thanks. 

Hi there, I have 4 tables that are linked - they are as followed: Table 1) People who fills in the form Table 2) Companies (105) Table 3) Research Areas (17) Table 4) Questions (5) I want to create forms that match one company, in one research area, with one question - like; Company 1-105 + Area 1-17 + Question 1-5 - where these variables change, so each form is sent to a person who fills in the form with a specific combination. One person, one combination. So I select the combination (best if it’s automated) and the form only makes it possible to answer the question with predefined options. So the first fields are pre-filled by me - hope it makes sense. I’m new to Airtable. Best, Eva