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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 Passive (Those who rate 9 or 10 are called “Promoters,” 7 or 8 are “Passives,” and 0 to 6 are “Detractors.”) And another row that calculates the fi
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 “Active” on that date. If there is another solution you can think of, feel free to leave it here as well! Thank you in advance!
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.
I'm trying to set up an automation where 1 hour before a call date & time, sends an email to remind the person. I've tried creating a column to have a formula that is the date & time matches now - mark as "SEND NOTIFICATION" but this doesn't seem to work properly. I don't know if this is because the time is in PST and I'm in GMT. But does anyone cleverer at this than me help with a simple solution.Thank you!
Hi all, first of all, I’m a non-native English speaker, please keep that in mind, in case my question isn’t understandable :slightly_smiling_face: I’m quite struggling to explain it in german, my native language. I’m new to airtable and trying to set up a registration form with limited record entries. The form should not accept any input after, let’s say 30 entries, since the registration is limited. Is there any way I can limit the records in a table? I found some posts about different field types like formula, rollup and count, but they all refer to linked records and that’s what I don’t understand. Do I need a second table for this? And if yes, how do I accomplish this? Is it possible to limit records in general? I’m grateful for any hint. kimon
Hi,We have an Airtable form where people upload different attachments (photographs, PDF and Word), but some of them cannot import more than 50 attachments at a time.Is there a way for people to import more than 50 attachments at a time in an Airtable form?Thank you for your help!
Hello, Community! My organization uses forms and survey extensively. We’re in small business services so we typically have a select field that allows users to pick their preferred language. From there, we create conditional fields based on their language preference. My issue is that I get records that are in multiple languages and have to use long and cumbersome formulas in the destination table to combine the responses and get them all back into English for reporting. Does anyone know a better solution that would conditionally convert everything back to the English response values? For example { if (person chooses response X-c in Chinese) then (data submitted is equivalent response X-e in English) }. Thanks a ton for your help!
Hi, can I also indicate another email address that will receive an email after submitting a form. Or is this only for the owner of the base? Met vriendelijke groeten, Geert Dornez
Hello! We are using Airtable for a project plan, where we have one table with tasks and one table with milestones (several tasks are linked to each milestone). We would like to calculate the percentage of tasks completed for each milestone in the milestone table, so we can quickly see that for a specific milestone e.g. 70% of the tasks in the task table have a status of ‘complete’. Thanks in advance for your help!
Hello, I'm trying to use airtable to email callers templated information about products. I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains information about the selected product that is retrieved from a lookup table (a - info text, b-info text, and so on). This all works very smoothly except I would like to create a Form to enable staff to use this process without having to interact with the grid view. So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?Thanks for any ideas you have.
Hello everyone, I’m running a speed dating business and would like to automate the matching system. What I want is the following. After the speed dating, each participant will receive an airtable form in which they can each select any number of participants of the opposite sex that they want to match. If Woman1 selects Man1 AND Man1 selects Woman1, then a formula must be triggered and I’ll then use zapier or the email block to send emails automatically with each other’s private info. Any idea on how to organize that ?
I'm trying to add a link to a calendar event created by automation. I THOUGHT markdown would work, as per this article. But when I test the automation, it seems the markdown just doesn't do anything.Am I missing something painfully obvious?
Dear communityI need a formula to sum number rows. This seems a bit difficult, but maybe I'm just dumb...I just need to summarize #Beløb F and #Beløb S into #Beløb. I am doing it manually right now.Basically: #Beløb F + #Beløb S = f BeløbCan anybody help?Uffe, Klassiske Dage, Holstebro International Music Festival
Hi everyone,I have a user who downloaded the .dmg from Airtable, but when trying to open nothing happens. the machine meets the system requirements, but the user is unable to even launch t to start the installation. Any ideas?
What should I do if there is no response to the completed Airtable Services Partner form? We filled it out more than once, wrote to the mail, but still no response(( Has anyone encountered this?
Apologize for this possibly simplistic question, but here goes:I want to create a field that is a Category, that based on the category value selected, will ONLY display a list of relevant Sub Category values for the selected category. EXAMPLE (Simplified)1. I have a field that is Product Category - it has two values: Mobile, Home.2. If you pick Home for Product Category, for the Product Sub Category, I would want to display the Home Sub Category values. (Wireless, Wireline, Other services)3. To take it one step further, I would also like the Product Sub Category could have Product Sub Category 2, that would show ONLY relevant values based on the Product Sub Category. (eg. Home > Wireline > 5G Router, 4G Router, Extender, etc.)Is there a way to set up a table to have this hierarchical relationship. Do I need to refer one table to another, etc.? How do I do this in Airtable? I would prefer to have the values exist in a table and not buried in a formula for vis
I have a group of freelancer reporting weekly on how many hours they worked on various projects. Im looking for a way (either through a view or interface) to see a report of how many hours are worked, by each employee, on each project, per week.
Hello,I'd like to ask for help in troubleshooting an automation. I built an automation that works correctly when I "Generate a Preview". BUT, when I go to actually use it, the automation does NOT work. I.e., it does not update my live/active Base in the same way that it updated the Test Record. Actually, it appears to have done *nothing* to my Live Base, lol. Is this a common issue???Specific Context for my Automation:Table 1 is "Applications" where Client Application Forms are received. Table 2 is "Sessions" which lists all of the available time slots for Applicants to sign up for.Table 3 is "SignUps" where SignUp Forms are received indicating a specific Application # is signing up for a specific Session. When someone completes a "SignUp" form it automatically includes the Session they're choosing as well as their Application # (through a Prefilled URL). I want the automation to add the Application # from the SignUp Form to the Sessions Table to finish the circle of Applicat
I am attempting to create a SignUp Page in Airtable. My current iteration is live at this link. The form does meet the basic requirements I have, BUT the design/UI is lacking, especially the "Select Your Session" drop down.Is there a way I can change the "Select Your Session" into a Grid View, List View Interface, or even a Radio Button List within this form? Context: I'm trying to accomplish the SignUp process on an Airtable form because in addition to giving people a list of time slots to choose from, it enables me to prefill the guest's application number on the form (and hide it from the guest). This means the guest's application will be automatically linked to their session when they submit the SignUp form.I don't know of any other way to accomplish this because, for example, an interface doesn't allow me to prefill the guest's application #. Ideas or input welcome! TIA,ML
Using the NOW() function in a formula no longer updates the time reliably, even after refreshing the base. It only returns the original time that the formula was created, but then it doesn’t update reliably beyond that. I’m specifically referring to a formula that just has this as its formula: NOW() I’ve noticed that within the last few days, this brand new disclaimer was added to the formula reference page for both the NOW() function and the TODAY() function: ***The results of this functions changes only when the formula is recalculated or a base is loaded. They are not updated continuously. Forget that this sentence has several grammatical errors in it. :stuck_out_tongue_winking_eye: The real problem is that the described behavior is incorrect. (And the behavior has changed on us.) I created this formula: NOW(), and it starts off with the current time. But then, I refreshed my web browser over a period of 5 minutes, and the NOW() formula didn’t refresh at all. Then I re-read the
Hello we ran a survey over a few weeks and are wondering if it’s possible to know/sort by the date on which the survey was taken. We did not ask people to enter date manually, there is no date column - we assumed it would be recorded automatically.
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