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I know there has to be a solution for this, but I just haven't found it - trying myself.Pretty Simple I'm trying to make a simple purchase/expense tracking table for the different program team since we're an NPO and have to account for what is spent in the programs as part of the audits, especially with grants.  Each program has a specific budget amount.In excel this is a piece of cake.Fields are that I need to be able Deposit  (Field type Number: Currency)Expense (Field type Number: Currency)Row Charge (Formula)  [Deposit - {Expense Charge}]I now have two fields  that are formulas that I just can't figure out how to make workEnd Balance [{Current Balance} + {Row charge}]Row 1 has End Balance and I want to bring that information into a field called Current Balance which starting Row 2 would auto popu

Hello !I'd like external users (not on airtable) to find specific records in a airtable thanks to a form filtering a database.Ex : I have a dataset of clothes, with criteria : type (tshirt, pullover, pant), prices, size, colorAnd I'd like my customer to be able to tick in a form those criteria (or not), so that I send him (or he sees) a database with only the specific records. ex : he ticks thisrt & pant, between 30 & 60€, M, blue, then lands (or have by email) the list of the 40 products that meet those conditions (among 3K products).Thanks a lot !!!

Having a bit of trouble and would love some insight. I have 2 tables. The first table is a Work Order Table and the second is an Activity log table. In Table 1 I have a button configured to upon click open the form view on Table 2. I have a referenced field in Table 2 to reference the record the button was clicked on table 1. I am struggling with the button url on a table 1 record that will open the form on table 2 and prefill the referenced linked fields. Here is what I have so far:

Why does the logo at the top of the forms always appear so tiny? I have resized and changed image formats and the logo still appears very small. Is this intentional? Can this be changed?Thanks!H.

I have an internal form - how can I remove this line of text under the submit button? Never submit passwords through this form. Report malicious form Thanks!

Hello!We made the request to have the form answers emailed to the respondent optional; however, now I have a person who did not tick the box, who would like a copy of their responses. What is the easiest way to send that to them? I do have their email.Thanks!

My organization has several airtable forms for the public to use, and when a new submission is created, the form sends an email to the creator of the form (someone on staff). That staff person is leaving the organization and those emails need to be sent to someone else. Where is the setting to change this? Thanks in advance.

When someone completes a form and a new record is created in the grid, how can I notify my team about the new record?

Hello all,New to Airtable and still figuring out things.I am creating a job board, and want some data to be blurred in the main page for non logged in users. I am attaching two screenshots -- one from Airtable and the other from the app I am using to create the board. For example, I want the Company details to be blurred.Is there a way to do this in Airtable (the app itself doesn't have any). TIA 

I may be missing the obvious here but unfortunately the Airtable support pages do NOT explain this. I'm on Enterprise.It looks to me like there is no way to restrict read/write access to bases within a Workspace. I can only see "creator" and "editor" and "viewer" setting on a WORKSPACE level. All bases within that workspace seem to simply inherit those settings.At the same time, I also cannot see the possibility to sync between bases in different WORKSPACES. Or at least when I created a new workspace and a base within that, I was not able to sync/link to a base in the other workspace. What we're trying to do is simple... have interconnected/sync'd bases but each base has different write permissions for specific users. Is that really not possible?

Hi,I'm in need of a solution for a project and I was contemplating using Airtable. I tried a few things but it's not working. Can you help me figure out if Airtable is suitable for my project ?Here are the details :I have a table that lists various criteria (e.g., Criterion A, Criterion B, Criterion C, etc.). Each criterion is divided into sub-criteria (e.g., for Criterion A, the sub-criteria might be "Option 1," "Option 2," etc.). For each sub-criterion, there is a correspondence with different funders (e.g., "Criterion A = Option 1" → Funder X: no, Funder Y: yes, etc.).Next, I have another table containing projects. In this table, each project has specific criteria filled out. These criteria determine whether a funder responds "yes" or "no" for the given project.A third table aggregates the funders' responses for each project. The rule is as follows: if a funder responds "no" to any of the criteria, their

Hi guys 🙂How (or is it) is it possible to save and attach a document what is generated by the extension?With Page Design I designed a bill, and I would like to attach that bill to the exact data.Is that possible?Thank you all for any thoughts

I have an airtable graph in which I would like to export to PDF before my automation sends a message to slack. The automation message I'd like to include the PDF as an attachment. Is this possible?The issue I'm running into is the link does not show a preview to the graph and I was hopeful it would show an image preview.

Hi, I’m looking to upload a PDF file which serves as a workflow document, so hoping to have it as a general reference guide. Is there an app/block where I can just upload a PDF file?

Hey all! I want to create a letter within Airtable and link the letter’s PDF to a specific field. The purpose of it is to eventually send an email with the attachment connected to each record. By the way, it is possible to create the letter with Airtable’s Page Designer app. But, you can not link it automatically to a specific field. Do you have any idea what I should use to get it done?

Hello,I am using make to create a google doc using information coming from airtable. I then download the google doc into a pdf that I upload back on my google drive, it works fine.Trouble comes when i try to feed back to Airtable. I have no problem with sending back a URL into airtable to open the document stored on Google Drive.But I do not know how to send the PDF into an attachement field in airtable. Here is my Make scenario:I have tried to insert a google drive share link action before the last airtable action and to pass this share link in the attachement field. Scenario works, and attachement field is populated, but clicking on the attachement in airtable opens a blank document (the direct link to the same document does open correctly).What do I need to do to correctly populate the attachement field?Thank you for help

I am currently using Airtable to manage payment records for my team. I have set up a workflow where each team member completes a form, and based on that information, we generate a personalized invoice using the Page Designer extension. I would like to know if there is a way to automate the sending of this invoice as a PDF attachment directly from Airtable. My goal is that, once a team member completes the form, the PDF would automatically be generated and sent via email to the appropriate person. So far, I haven’t found an option to save or send the PDF directly within the platform. If anyone knows how it could be done but through some external tool or platform, I could also use that information. Thank you very much! 

Hi everyone,I have the below Make / Integromat scenario:It catches a wehook URL containing a record ID, gets the data associated with that record ID to create a Google Docs document from a template.A share link to the file is then generated and used to upload the target file to an Airtable attachment field.It then searches for a state of a status single select field and depending on the state, it will create and send a pre-written email with the file in the attachement field attached to it, unshare the file and change the state of the status field to disable further sending.My problem is that what is uploaded to the attachment field is not the actual file but the share link to it.For security reason, I would like to unshare the file once it is uploaded since I read that once a file is uploaded to an attachment field, Airtable replace it

Hi, I have several forms that are filled out repeatedly in our Property Management company. I would like to automate the process by using base data. See page 2 of this pdf for example https://www.cmha.net/webshare/docs/hcvp/buildingRentForm.pdf?v=1ff2b69aor this https://www.edencle.org/owner/PropertyListing.pdfWhile forms are rather complicated by the use of checkboxes, I am hoping this can be accomplished.A bonus feature would be to figure out how to pre-load a digital signature since we are the only ones needing to sign these forms. Thank you   

Hi, everyone!We are using Page Designer for creating our Purchase Orders, Delivery Notes and so on. But when we create the file, it is only allowing to print or save as PDF option. It is really handy that taking data from two tables when creating documents with Page Designer. I wonder if it is possible to automate Page Designer to save it into attachment section in related row. If it is not, we are using Make for automations, how can we achieve that goal? Any suggestions are appreciated, thanks in advance!

I have an interface with a Field of the "Linked to another record" type. I want users to be able to either add or remove a connection to an existing record, OR to add a new linked record. I can set the field to allow these two things independently:However, in the interface both of these things don't work. If I allow for both, users can only remove the connection or add a connection to an existing record. However there is no way to add a new linked record. If i disallow the "Allow users to link/unlink", then users CAN add a new linked record. I want both of these things to be possible, as the interface field settings seem to imply.Am I missing something?

Hi all,So I have a table of client records. I have about 30 columns with various pieces of information in each. Some of them are drop-downs, checkboxes, some are single lines of text or numbers, etc. What I need to be able to do is to output information from certain columns into something like a PDF in order to create a "job sheet" for our surveyors, with only the information from certain columns that are relevant to their work. Is there a way to do this?At the minute I have to scroll left to right, manually copy and pasting each cell into a Word document, which is incredibly time-consuming. Does anybody have a workaround for this?Many thanks in advance.

I have automated the responses of our NPS survey into my Airtable Base.I have one row showing me what the people have clicked on, on the scale of 0-10. And I have one row showing me what this means as "NPS" value, here is an example:NPS Scale Vote | NPS 10                        | 1009                          | 1004                          | - 1007                           | 08                           | 0Now I would like to add another row that shows me, whether someone is a Promoter, Detractor or P

Hi all, Hoping someone can help with a solution! My company has numerous assets that are “active” for long periods of time. I have a formula to calculate the “Active Status” based on the Asset Launch Date & Asset End Date (see below for reference). I would like to make an additional field that lists ALL dates an asset is going to be active based on the start and end dates (placeholder included in the image above). For example, if Asset Launch Date = 9/1/22 & Asset End Date = 9/5/22, I’d like the ALL ACTIVE DATES field to read: “9/1/22, 9/2/22, 9/3/22, 9/4/22, 9/5/22” Note: This field would be hidden 99.9% of the time and ONLY used in an Interface Filter element to allow users to type in specific dates (i.e. 9/3/22) and see the assets that will be “A

Hello everyone,Newbie here! I'm trying to create a base that can track all the annual membership payments and also send them an automatic email 2 weeks before the renewal date (based on the MEMBERSHIP JOINING DATE) is due, plus two more reminder emails with intervals of 2 weeks. I only have 1 table to work as I can't figure out how to implement it if I create another table within the base. So the VIEW that I have is Annual membership fees. In that view, I have theMEMBER'S NAMEMEMBERSHIP JOINING DATE20232024I really want to have a current year renewal date based on the Member's membership joining date (column) but I don't know the formula.Then use that as the basis trigger for my renewal notice email for the members. Plus two more follow-up emails.Until they have the PAID mark on the current year. I hope I make sense. Thanks in advance for your help.