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I am setting up an airtable database that functions like a preventive maintenance module (scheduled events with a start date and scheduled frequency create individual records/tickets based on the due date). I have an automation with a script meant to run daily to create anything due within 12 months, however, I keep getting duplicate records. I've been using omni to troubleshoot but have hit a wall.

Hi,I’m trying to use linked records in a “When record is created” automation to create records in a repeating group, but I don’t understand how to get it to work.I googled and reviewed Airtable’s support documentation (https://support.airtable.com/docs/repeating-groups-of-automation-actions), but that was less than helpful. It confirms linked records can be used, but doesn’t open up how to do that.The background is that I want to create Invoice Header and Invoice Line Item records in separate tables based on one order record with products as linked records. First a new order triggers creating a new Invoice Header record, then this triggers creating a new line item record for each of the linked product records.(I first tried to create both the header and the line item records in one automation, but that didn’t work because one cannot have repeating groups inside a conditional step. The conditional step is required since not all orders created should trigger the automation, so there need

pull a data point from the other table and auto-populate that data point in the original table based on a number common in both tables?  I am now using an automation to achieve this, but i want to make sure I need it.  Here’s the situation: Table one is called Commission UploadTable two is called Team MembersCommission upload has fields that correspond to a commission upload file that is consistent across most, if not all files that I will upload. Team Members has the rep name, rep code and the commission rate assigned to each rep. When I upload my commission file in CSV format, I want the Commissions Upload table to auto-populate the commission percentage by looking at the team members table’s percentage field and pulling it from there.  The automation makes the process clunky and slow, but maybe that is just a reality one has to accept. I can live with this if it’s the only way, but I thought I would throw it out there to see anyone has been able to achieve something similar without

Hello-I have a table that receives information from a form set up with conditional logic to populate certain questions depending on which one of the 5 submission types they choose and want to consolidate the data into a smaller number of fieldsFor example, all of the forms contain an question that asks for a link but one submission type may need to be labeled “link to item purchased” while another field may need to be described “link to registration page”  For my purposes in the data, I can populate the link in one column because they all go into different views depending on what submission type they are. Instead of having a different field for each different description, is there a way for me to have different questions but the answer is all populated in the same data field?  I feel like I may be overlooking something really obvious. Thanks!

I’m trying to create a social media calendar view that shows posts colored by platform. The issue I’m facing is one post record may contain several platforms. The only way I can figure this out is by creating a new post record for every platform the post will go on, but that is redundant. Does anyone have a calendar view that shows social posts colored by platform? Or a similar way to set this up?

Hi everyone,I have an automation that matches keywords to a record. In this case it’s a person and their biography, e.g. I want to tag Neil Armstrong with Astronaut — chosen from a fixed list. NB. I have tried the deep match and it’s too slow for the volume I’m working with.Table A: ProfilesTable B: KeywordsIt compares the two and selects very well, but sometimes it invents new keywords. If I don’t allow the keywords field to be edited by automations, I get nothing. Does anyone have any bright ideas? Would this be better as a script (I had a script a year ago but can’t remember why I changed)Screenshot attached so you can see how I set it up.  

We have 10,000+ clients that need to sign a legal document. I’m thinking I’ll have them authenticate via an Airtable form and then give them a link to a different site where they can sign the document. Anybody done anything like this? What third-party site did you use for signing the document – DocuSign? Something else? Having them download the Airtable app is simply out of the question. Has to be done entirely in web browser and we’re hoping to make it as easy as possible. Any suggestions gratefully received! William

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

Is there any option to integrate Adobe e-signature with Airtable? If yes, can someone please guide me through it?Based on the data entered in the Airtable, I want to create a PDF file which would be mailed to 4 different people to sign it. I also want to know that how can I create a PDF based on the data entered and automate to send it to all the people in the list and get it signed one by one with first in the list as first and so on. 

I see there have been a handful of posts pertaining to e-signatures in AT forms, but I decided to add another one since the most recent seems to be from 2021 and we know how fast things change in this space. My specific use case revolves around credit card authorization forms. As we rebuild our company website, one request from the CEO is to add an embedded form to our site. As it stands we use Adobe to create an editable PDF however I don’t currently have access to our login to explore what a logged-in admin sees when receiving a completed form. Currently we send the editable PDF form to clients via email. Most clients…it’s an old school industry, then print it, fill it out, scan it, then email it back. We then scan and file the hardcopy away. In my mind the ideal flow would be to embed on our site, allow user to fill it out with esign, and have submissions stored in a table somewhere (either adobe or AT) Any advice is appreciated.

There is now a secrets API for automation scripts.Why do we not have the same API available in script extensions?  I have an API server that I use to interact with an Airtable base, and I want some of my script extensions to use protected endpoints that require an API key header to access.  In my automations I can store this API key in the new secrets API, but in script extensions I have to hard code the key (terrible practice) in the script extension in order to access the endpoints.  And I can’t use an external API to manage/store/retrieve secrets because then I just have the same issue with another server—to retrieve those secrets I would need to hit an authenticated endpoint using some other secret.I’m just confused why, now that this secrets API has been added to automation scripting, it hasn’t been extended to script extensions.

I manage a statewide calendar on which people submit their events via a form. Many of these dates repeat weekly. How do I set up an automation to add subsequent events automatically rather than having to do it manually? 

Have you made a Custom Interface Extension using extension scripting or other options? What does it do, how did you make it and show me an example of it!! 🙌 This is more about the Extensions used in Interfaces but by all means show me your extensions 😎!!

I have an Airtable project where users can add service request or tickets for the apps already made in Airtable. I want to integrate my app with the Azure DevOps dashboard or board where we add tickets and track them. Is there a way in Airtable to do this kind of integration?

Hi Community!I’m attempting to create a webhook and attach some additional info for all he POST requests that are to be made for the specified notification url.I want to call my notification url and specify some parameters there.AFAIK its not possible to use url query parameters there and specify them while creating a webhook.Are there other options? Like custom http headers or so?  Thank you

Good afternoon.I would like to clarify whether it is possible to manually trigger an automation without linking it to any tables. I noticed that the “Run automation” button is available on the record details page, but in my case the first step needs to be an API call that retrieves data before anything is added to the tables. I don’t need scheduling and cannot use webhooks. Is this approach supported?

I am hoping there is an easy way to do this!  I have a contacts table - one row per contact - with relevant information. But for each I also gather different types of long-text notes (summary of our last conversation, etc.) that doesn’t fit neatly into a table.  Essentially I want to create a one-pager per contact that displays this data the way I need to. What option am I missing that doesn’t involve integrating yet another system to my process? Pre-Airtable I would have done an excel to Word mail merge or similar, or in Access I would have used a form view with one record per display and got exactly what I needed. Thank you for any ideas - I’m sure there is a way to do this!

I’ve been working with Airtable for a few months. I’m a DBA and operations manager so I’m not a novice but I also know my limits. I’m building a new relational DB in airtable to manage a small business I’m starting and given my time constraints I’m looking to outsource some of the initial design and configuration so I can maximize automations and reduce the burden of any manual work. Please comment if this is something you might be able to help with.

Until today, I have had a Make scenario that takes attachments from incoming Gmail messages and uploads to a new record in AirTable. Today 1/23/26 at 1pm, the attachments turned into download links, and I am unable to preview my files anywhere in AirTable. Did something change? Regardless, how do I get the PDF files to upload properly to AirTable in a way where I can preview them?

Hello! I’m trying to create an automation that allows me to add someone to a collaborator field without replacing any data that is already in the field. Is this possible? That is, if 3 people are already in the collaborator field and I want to add a fourth via an automation, can the fourth be added without removing the other 3 that are already in the field?

Hi,We’re looking at adding new data with potentially a lot of records to our base, so I’m wondering how to design that.The overall question is then if one can spread out distinct data types to other bases, and thereby be able to significantly increase the records quota?We’re currently at the Team plan with 50k records allowed and already using 19k of the quota. I have not seen a way to buy just more records quota. We don’t really need the additional Business plan features right now, and also that is still capped at 125k records.The data we’ll adding for our CRM/ERP is bank transactions and invoice data. Both of these have before been handled in external systems, thereby creating manual work and complex maintenance.Bank transactions could be10-30 per day now, but could increase manyfold within some years. Already 50 per day would mean 18k records per year.Invoice data would probably need an invoice header table and line items table, where each product would need its own record for audit

Good day everyone. I’m a newbie to Airtable/Fillout, coming from another app builder.I run a small school charter service on weekends, between schools and home towns.  My clients book their kids on the app. Currently I calculate the trip dates but I think a table with trip dates is easier to use. My problem is: The booking form needs to get the first available row from the dates table - the table has 3 columns for date home, date back to school and trips completed.(Clients book for both weekend dates at once, just selecting 1 or both dates.)In my still-current app the users table is the logon validation table and its data is accessible everywhere in the app. There the dates are calculated in columns but then also checked against long weekends dates an school term dates. A lot of columns thus. So if I can get the first Date Home and the first Date School from the TripDates table where the Completed “cell” is empty, I can get rid of the calculations.The problem obviously is that there is

Hello! I have two tables. One is a collection for a webform and the other contains all the main data. The webform uses a field that references the main table data, such as first name. I want when someone adds a specific code in the form to update a multi select field but I don’t want to destroy the other entires. I have it good to go right now but its overwriting the current selections with a singular selection that I want to add to the existing selections.

I was recently added as an ADMIN and owner of an existing workspace and base. There are some existing automations created by other people.When I tried to add myself as a subscriber to notifications, I get an error message saying, “Subscriber must have creator permission level in the application.”Well, as admin and base/workspace owner, I think I’ve got all that.The only subscriber to one of these notifications is someone who has left the organization and no longer has an account. I can’t remove them unless I can at least add one other user. So it’s a catch-22.Any ideas?

Hi, yes I reached out to sales but it’s been a month but so far I’ve only been connected to agents that never replied. Since we are actively running into Record issues within the next weeks I wanted to ask here what costs to expect for an Enterprise plan. We mostly need a higher record limit per base (200k this year, 300k the next). We only use airtable as backend so we don’t need more than 2 user accounts. Can anyone tell me what minimum price to expect for this? I urgently need this information so we can decide how to approach the current limitations.  Thank you!