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Hi all! I’m looking for an app that will allow, either via direct integration or Zapier, for the dynamic creation of a pre-filled document for e-signature. There are tons of options (too many) out there, but I’ve yet to find something which meets all of my requirements: Create a pre-filled, yet still editable, document with data from Airtable (likely triggered by Zapier) Get the URL to that document BEFORE sending it to the signer. I do not want to send the document to a signer from the app itself. Rather, I want to retain the link in Airtable, and send it off to an individual in an email, based on a separate trigger. Trigger Zapier upon receipt of the signed doc I’ve tried many apps… I had high hopes for Formstack Documents and the new block, but upon sending the created document to Formstack Sign, the document is flattened and the signer can no longer edit any fields. PandaDoc doesn’t give you a URL to the document until after all parties have signed. If I could just grab bits and

Use case: Within an table (called ‘Meetings’) user creates a new record (i.e. a meeting) User adds date/time, text description, attendees (collaborator field), videoconference link (link field), etc. Automation sends a invite to each attendees email address (from collaborator field) as an email with .ics attached or alternatively as an MS Outlook Invite. NB. this is not the same as much of the functionality which just creates a record in a user’s calendar - as this doesn’t provide sufficient notification/visibility to the attendee that they’ve been added to a meeting. They need to receive an email - which can then create an event in their calendar. I can send an email from a record easily, but making this an invite/event or adding an ics had eluded me. Any suggestions welcome?

I am looking for the Airtable equivalent of a HAVING clause in SQL.I have a view with the following fields (columns):NameTimestampPointsDeltaNow I want to add another field named PointsTotal which should be automatically computed as the sum of the PointsDelta of all records in that same table having a Timestamp <= the Timestamp of the current row.I tried to do this with rollup but there is no way to enter that condition. How can I accomplish it?Example data:Name  | Timestamp    | PointsDelta | PointsTotal------+--------------+-------------+------------foo   | 24/8/24 7:15 | 5           | 5bar   | 24/8/24 8:21 | -3          | 2baz   | 24/8/24 9:07 | 10          | 12

Hello everyone! I am designing a table in my Airtable Base that allows my employees to create invoices as records. I would like them to be able to link materials from the Materials table so they can add several materials that they had used on the job within the same field. I would like to know if there is any possible way to select a quantity for the items in the field. For example, if I select an item, I would like to select the quantity I used of that item. Please keep in mind that the field is linked to the materials field as “Link to another record.” Here is a screenshot of the Invoices table: I appreciate anyone’s help in advance. Thank you!

Hi all,I've followed the advice, and every other ticket on this subject that I can, specifically disconnecting and deleting previous Gmail, integration, connections, and re-adding them, including adding three different accounts in case that's the problem. I've also created a new automation to see if that's the issue, although the air table processing seems to be okay. I've also waited a few days and tried it all again to see if it was a temporary problem somewhere on the stack, still no luck.I just keep getting Gmail related errors like those below. What can I do? Any help appreciated."Google reported an error while processing this action:Request had insufficient authentication scopes."   

Can a Salesforce Integration be Done Via API? I can’t stand using Salesforce and due to acquisition, our company has multiple instances, which screws up data integrity. I’m using Airtable on the side to clean up records but would love to be able to pull in fields form Salesforce or publish new data back to Salesforce.

What is included with Cobuilder with free plans. Her it says trial and limited. Do they mean trial is for free accounts and limited is for legacy plans? The price list says AI is not available for free plans anyways, but I assume Cobuilder and AI are different features. 

I've spent some time building some Interfaces and found that the best way to group things the way I want is to have a new table that holds groups as Linked Records. Here's the set-up:Table 1: Events{Day}{Month}{Year}{Roster}Table 2: Roster{Day}{Month}{Year}{Events (Multiple)}This way I can roll up the team members and even build interfaces that help the Admin side adjust the roster by viewing a day's overview and then clicking into individual events. This all works perfectly!Now I want to automate. I can build the automations to create or update the records in the Roster Table triggered when the Event table is updated. However, this seems largely inefficient. Sometimes when I edit events in bulk, it creates multiple Roster records since they all get updated simultaneously.At the moment, I'm triggering this "manually" with a checkbox field. But this means I have to go into every single day and trigger just ONE of the events that day.Am I missing something? There must be a better way tha

Hey all! I have what I suspect is an array issue with Airtable's back-end, but it's preventing me from filtering on the front end, so I would love some help.I have 3 tables: Books, Products, and Authors. A book might have multiple authors, and each author may or may not have a bio. I have made a roll-up in the books table for author bios with this formula: IF(values, ARRAYJOIN(values, "\n\n"), BLANK())I have also tried it with just the ARRAYJOIN, and no if statement.I then have a 1-to-1 relationship between Books and Products. In the Products table, I have a look-up of the roll-up of the bios in the Books table. Here's the issue: when a title has multiple authors, but none of them has a bio, the roll-up should obviously return blank. The look-up in the products table should return blank. But when I filter products by having the look-up be blank, the record in question won't show up. I tried filtering by newlines, whitespace, anything I could think of, but I can't find how AT

I can't get Block SDK to work with Personal Access Tokens. It doesn't accept the format and returns...Error: ❌ Invalid Airtable API key specified. Make sure you copied it correctly from airtable.com/account.Code: airtableApiKeyMalformed@Olafur_Petursso: I saw your post from a few weeks ago and adding the secret key seemed to work for you. You do mean this key, correct?Any help is highly appreciated!  

Hi there!I need to send calendar invites by email automation to people I book for events. I'm using Make to create the calendar invite and upload it as a file in Airtable.Then, I'm using automations to send the .ics file as an email attachment to people I book for my events. They can then download it from their email and it creates a calendar invite for them. Everything seem to work just fine when I test things.However, I have two types of emails to send via automations : Initial invitation when I'm booking someone to an event :Triggered when the entry matches conditionsSends email with .ics attachmentThis one doesn't work and the error is 'An attachment url is disallowed' Updates (for when something changes such as the event duration) : Triggered when the entry is updatedSends emails with .ics attachmentWorks fine! Any idea why my initial email won't send? My guess is that it's because the trigger is too fast and the file hasn't completely uploaded to Airtable

In airtable I have created an automation 'send email'. I 'insert value from field', the field being a number. The number comes from an Airtable field which is a formula that is formatted to $123,456. The 'insert value from field' is not formatted and comes out in the email as 123456.123456789. How can I pass the field format to the inserted value?

Hi, I'm Charlie a newbie to the community and to no code tools, Airtable specifically. My reason for learning Airtable is to use it  to develop a way to handle registrations for blanketsofblessing.com outreach to newborn to 7 years old.  The information on the registrations has to be sorted in different ways and this has been done by hand in past years.  It is nice to be here and I appreciate the opportunity to join.

Hello!I have a formula field set to format as a percent in the table. That field is then part of a linked record lookup field in a table that will trigger automation to send emails. I want to share that percentage in the email. However, when I use the lookup field in the body of the email, it only allows me to include the number as a decimal.  Is there a way to get this to show the percentage?The original formula field formatted as a percent:The lookup field settings:The automation's email token:The result in the email:Thanks in advance for any help you can provide! 

Bonjour à tous,J'ai créé plusieurs tables avec des liaisons, cependant, je ne vois pas comment insérer les champs de recherche dans la vue formule ?Ex : (voir PJ) description, constatsPourriez vous m'aider ?Cordialement

Hi Airtable-Community A record is always automatically created in this table if the kick-off or planned completion date changes. At the top is always the data that was entered when the project was created. Below that, an entry is created every time something changes in the timeline.Now I would like to have an additional field that only shows the changes to the timeline.Example:Initial project timeline at creation: 01.09.24-31.12.24Change of the timeline to: 01.09.24- 30.01.25Displayed date field 01.01.25-30.01.25I would then like to display this in a timeline: At best somehow on top of each other so that you can easily see how the timeline changes.best regardsMirko

I am working on a database for a daycare. I have a table called Time Sheets with fields Arrival (date), Departure (date) and Duration (duration). (There are other fields in this table to link to each child.)I have a second table called Meals with fields Name, Start Time and End Time (currently they are all single line text). This table has 4 records:Breakfast, 7:30am, 8:35amMorning Snack, 10:30am, 11:00amLunch, 12:15pm, 12:45pmAfternoon Snack, 4:00pm, 4:30pmI want to determine if a child qualifies for each meal based on when they arrived and departed. If the child is present when each meal is served, they qualify. What is the best way to do this? I am still in the early building stages for this database, so if I need to reorganize tables and such, now is the time.Thanks in advance,Mr. Brad B.

We have formulas to check character counts and they're returning with "over character count" for long text that is actually not over character count because they're adding characters for line breaks. Is there a way to adjust the formula to not include line breaks as a character?For example, this would return 338:Lorem ipsum dolor sit amet, consectetur adipiscing elit. Fusce ac magna volutpat, pretium arcu non, ullamcorper erat. Donec dictum eros in tellus elementum sollicitudin. Morbi sit amet justo purus. Phasellus interdum eros eu quam euismod, sed efficitur lorem fermentum. Sed neque metus, dapibus at sapien at, pellentesque placerat ipsum. But the same text with line breaks would return 342 and if the character count formula were set to 340, would show as over cc:Lorem ipsum dolor sit amet, consectetur adipiscing elit.Fusce ac magna volutpat, pretium arcu non, ullamcorper erat.Donec dictum eros in tellus elementum sollicitudin. Morbi sit amet justo purus. Phasellus interdum eros eu

Hey all, I have a table which is a  synced report from Salesforce that shows me opportunities coming up for renewal. I also created a different table with the same fields but is populated from the Salesforce report "SFDC Renewals Report" via automation: When condition is met (opportunity ID is not empty) - then create record in the second table "AE<>RAE Worksheet". My issue is that we moved accounts around in Salesforce and now some accounts have a different Renewal Account Executive or Sales Person. I cannot figure out how to automate the update of that Renewal Account Executive field in the "AE<>RAE Worksheet" to match the one in the synced salesforce report.  Any help is greatly appreciated

I am trying to write a formula to return the name of the column for each rows highest value. Attached is what my table looks like. So for example the first row should return blue, and the second row should return purple. Thank you!

Greetings Airtable CommunityI have a long text field with RTF formatting enabled. The text includes links to web pages, emails, and phone numbers. The web links are working perfectly, as are the email links (using mailto:)—but the phone numbers are not working.When formatting the phone numbers, I did the following:1) Highlighted the phone number2) Clicked on the link icon3) Entered tel: and the number (+3606500000)But when I click on the link, I see that the system has inserted 'http://' in front of tel: and this takes me to a "can't open the page" error instead of initiating a phone call. The system hasn't inserted 'http://' in front mailto:Thanks in advance for suggesting a solution! 🙏

I can't understand why the dashboard doesn't have a search function.How can we create a filter that includes a search function?

I use a lot of links to aid users in jumping from one interface to another, with the links having the RecordID baked in so that the jump brings you to the same record on that new interface. This allows for workflow specific interfaces and quick navigation. However there is a couple interfaces that are not letting me do so that i am wondering if there is a workaround or feature im missing? Jump to Timeline Interface with sidesheet of selected Record open (OR to timeline with bubble popup of selected record)Standard timeline url's do not contain the recordID when you click open the popup bubble nor the expanded sidesheet. There is a "link to record" button on the sidesheet, but when analyzing the link it generates it does not use RecordID as an identifier either. However there is a small string of characters that is unique but not sure what it ties to.Jump to Grid Interface of Subtasks filtered on selected records subtasks.Standard grids do not contain the recordID(s) in t

Hi everyone!I'm looking for a way to automatically set the time to 00:00 for certain entries in Airtable that have a date field. The goal is to allow some entries to have a specific time (like for flight schedules) while others default to 00:00 (such as open train tickets). I’ve tried using forms to set a default time, but the options only allow me to set a specific date and time or use the current date and time, which doesn’t work for my needs. Does anyone know how to achieve this?Thanks!

Hello,I have a Table that captures customer orders information through an Airtable form. Each order can contain anywhere between 1 to 20 products. Gist of problem and my data below with just 2 products: Ref #1: Name1: Size1: Color2: Name2: Size2: ColorOrder 001Product XSBlueProduct OXXLRedOrder 002Product KMBlackProduct CSBlackI have an email automation that gets triggered when a form is submitted. I somehow want the information in email in following format.Order 001 summary: NameSizeColorProduct XSBlueProduct OXXLRed What I have tried:Add records as List - too long vertically, not useful at all.Add records as Grid - too long horizontally, same issue as above.Try to manually format as table with HTML/Markdown: didn't workCurrent workaround: Add 20 separate grids (attached pic), but if order has only 3 products, 17 empty grids are in the email. Excerpt from automation below.Tried using helper grid views and scripts, but couldn't approach problem in a meaningful way.