Ask the Community

Hello, I have a feature request for the form usage. I would like to have the possibility to have dynamic response in a field depending on the value provided in a previous fields. For instance if My Main category is "Product" selected from my drop down list, I would like to have only subcategories linked to "Product" available in my second drop down list. How could I do it ?

Colleagues, good afternoon!I work as a Staffing Manager for an outstaffing IT company. We use airtable to manage information on requests from our clients to IT specialists.We have created a table in the form of a dashboard in which we create request cards from clients with the name of the client, the name of the request (which specialist he is looking for), what rate the client offers for the work of this specialist and the status of the request itself (example in the photo).Now we want to connect analytics of our work with clients in the form of Charts and figures through the Interfaces functionality.It turned out to set up the calculation of the number of transactions for the period, the statuses of transactions for the period, and the average request rate for the period. However, we faced difficulties in building a conversion analysis report. Let's say what percentage of requests for each client reaches the status of 1st interview, what percentage of requ

Hi everyone,I want to bring attention to a much-needed improvement for the record picker in Interface forms, as originally discussed in this post.Right now, the record picker only shows the primary field, which makes it very difficult to select the correct record when there are similar names. For example, in my school’s internal system, we manage students, courses, homework, and exams. When enrolling students or linking to assignments, we often see multiple records with identical or unclear names—and no way to differentiate them.A simple solution would be the ability to show additional fields (e.g., date, type, ID, or status) in the dropdown menu. This seems like a small change but would greatly improve usability across many use cases.

Hello everyone,We are an experiential marketing agency (BTL Activations) currently optimizing our project management system in Airtable. Our challenge is to build a single system robust enough to handle the complexity of our activations, managing both the top-down master plan and the fast-paced daily service requests.We are looking for examples, case studies, or video tutorials that demonstrate a base structure designed for agencies, specifically focusing on the following two-tier task creation workflow: 1. Vertical Workflow (PM-Controlled Hitos)  Process: The Project Manager (PM) translates the client brief into the main project plan. Need: We need to see how to structure the main Project Tasks table to clearly track Hitos (Milestones) and Critical Deadlines assigned directly by the

Hi everyone! We wanted to invite you to a new beta feature: Microsoft Outlook Triggers/Actions for Automations! If you use Outlook for work, you can use these triggers and actions to more deeply integrate email and calendar into your Airtable workflow (similar to our existing Google Calendar, Gmail, and Airtable Email actions and triggers). The following triggers and actions are now supported: Outlook Trigger: When a new email is received. This trigger fires whenever a new email is received in an Outlook Email account’s inbox. Basic details about the email such as its ID, sender, to/cc/bcc recipients, reply to addresses, message body, received date, importance, and its permalink are included in the output of the trigger. Outlook Trigger: When an event is created. The trigger functions similarly to the existing “Google Calendar: When an event is created” trigger. It fires whenever an event is created in a specifi

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 th

Hi all,I know that in my organization, we have several bases that use integrations with other tools, including the Airtable → Slack integration. I don’t remember where I saw it, though. As an organization admin, is there a way for me to find out what integrations people are using, and in which bases/workspaces?Thanks, and happy Friday,Joe Montibello

I want an interface with filters and a list of records, but I don’t want the list of records to be visible by default before applying a filter. How can I do this?”

Hi all.So I seem to be stuck. I have a table called People. 100s of records with them all associated with a Company Name (from Company Table). Some people are designated (checkbox) as being a billing contact or primary contact for a company. All of this is great. I made a view called People By Billing view that shows me just those markedNow each year we sent out invoices. We have a table called Payments, with one record for each Company in the Company Table.  This is all good. Here is where I am frozen. What I want to do is pull those that are marked as primary or billing from People to link in the Payments. We want this because we send out emails via the SendGrid tool to those people and attach the Payment ID to it so we can process. I wrote a script that loops through a People By Billing and writes them to a linked record in Payments but it keeps overwriting the record already in the linked record, and honestly, I don’t feel like this needs to be a formula. I

HiI want to have a small database to control my clients pending payments, the idea is to have a a way to see wich services are paid and wich services are not paid yet.  And create a sort of query to search if for example one  particular client has bills that we need to collect, like a balance sheet of the amount that we need to bill to a particular client, and also a way to mark a bill as paid when the cliente makes the payment (for this I guess the checkbox is the best option)I don't know if the explanaition is good enough, English is not my native language but what I want in spanish is Cuentas por cobrar, wich in English I think it is translated as accounts receivableIs this possible on Airtable? How can I do this, I appreciate the ideas since I am a beginner on this system and I am not a programmer 

Contexte et objectif du projet Nous cherchons à remplacer un cahier de commandes de consommables (fournitures, outillage, etc.) par une application interne simple et automatisée. Le but est de simplifier la soumission des demandes par les employés et de fiabiliser le processus d'achat pour le gestionnaire.Nous avons choisi Airtable comme plateforme de développement pour son approche "No-Code" et ses capacités de base de données relationnelle. Structure de l'application (MVP - Minimum Viable Product) L'application est construite autour de cinq tables liées : Employés, Fournisseurs, Catalogue des articles, Demandes de commandes (le panier actif) et Historique des commandes. Fonctionnalités clés (déjà configurées ou à finaliser) : 

I found something that talked about 216px, but it keeps doing this. 

Hey Airtable community - I’ve got a form we intend to use daily to catalog pictures of our daily jobs. The form I’ve made is linked to our “jobs in progress” page and the idea is then that we open the form “upload attachment”, “from camera”, and then snap a quick photo from someones, boss, employee, whoever’s phone. Then it should upload the pic and update the primary record. I’ve got it all working as intended, but the problem is the default picture size on everyones phone is 2 to 3 MB or more, and then we end up having to wait over a minute to upload different pics / angles of the job, when it should really be much faster. These pics are primarily just for liability, colour reference and potentially some social media so they don’t need to be high resolution. I was thinking maybe find a super old phone with smaller pics but seems like a wonky solution, wondering if there’s anything more elegant to speed it all up.

I have a very simple Cash Dispensement program. For every Cash or Credit Card purchase enter the Date, Vendor, Receipt Amount and distribute the expense to “thing #1”, “thing #2” and “thing #3”. A separate “Balance” column adds #1, #2 and #3 and if it’s the same as “Receipt Amount” there is a check box with a check.  Items without a check indicate a problem. I go back and correct the dollar amounts as needed.I have created an automation that updates when one of the four fields are updated. Here is the formula for the “Balance” field:{Receipt Amount} = {#1 Amount} + {#2 Amount} + {#3 Amount}. If TRUE I get a check mark, if False I get a blank in the check box.This worked perfectly when the field was first created.  As I correct the numbers the the Balance field doesn’t update.  When I erase part of the formula sometimes it corrects, sometimes NOT!My personal feeling is the action is being timed out by an Internet connection or high traffic and it’s

Hello, We’d like to make our dashboards nicer by adding dynamic welcome messages that are personalized for each user. Could you pls advise me how to implement this? Appreciate your responses. Thanks a lot!   Christine

HiI am using Airtable with Fillout forms for a client project based in UK.  Apologies, this question is more about Fillout.I am happy that I can get request a DPA with Airtable in relation to GDPR.Fillout say that they are GDPR Ready but then state that only Enterprise customers can have data hosted in EU.Can we achieve GDPR compliance with Fillout on one of the lesser plans, with data hosted in US?Anyone in the UK in the same position who could maybe offer their thoughts?Thanks

I may be missing it, but is it possible to modify font/size of single/multi select fields in the page designer block? I can modify everything else, but I can’t seem to make these bigger or smaller or change the type of font they use.

I am hoping to use a formula to capture clock-in time for employees. Intended functionality is that if the box is checked, log the shift start time as actual start time. If the box is unchecked, override the shift start time with actual time captured in another column. Search results said the formula to use is IF({Checked in on time?}, {Shift Start}, {Check in time if late}). The formula captures a time, but it does not match either date field.Any thoughts on why the formula is miscalculating?

let table = base.getTable("Copy-Orders");for (let record of resulttxt['Data']) {    let recordId = await table.createRecordAsync({        "Order": Number(record['orderNumber']),        "Due Date": record['dueDate'],        "Order Total": record['orderTotal'],        //...        "Quote Number": [{id: '24229'}],    });}output.text("Created orders records OK!"); //tips:The field name is "Quote Number", the associated table name is "Quotes", the associated field is "Quote", and record['quoteNumber'] is the value to be inserted. how to deal with the  "Quote Number": [{id: '24229'}], for example,the value of Quote Numbe is  '24229'. thank you.

I am trying to make a tutoring database and have it so when a tutor claims a students session as a record and add themselves onto the record via the fillout form it makes it so that when another student loads up the page a conditional tells them that someone has already taken the spot. The problem is this only happens if the person opens up the form page at a time after the tutor already submitted his or her form or if the person reloads the page. I was wondering if there was a way for the form to refresh instantly without the tutor having to click refresh to let them know that someone took the spot because if both tutors open the form at the same time and tutor A submits first and takes the spot. On Tutor B's end it still shows that he can still take the spot so when he submits it kicks tutor A off the spot and claims it as tutor B's.

This might have a simple answer that I'm just missing - my supervisor wants to stay logged in to her Airtable account instead of being prompted to sign in each time. I use Google Chrome and am able to stay logged in with my workspaces saved as favorites on my browser. She said she has hers saved in her favorites as well, but uses Microsoft Edge. I'm not exactly sure why mine lets me stay logged in, I've just never had any issue. Any tips on what she could try to get the same result? Thanks so much for your help!

Hello,Is it possible to update multiple records from information in one email?I know I can use the “When email received” trigger to create a record and extract the body of the email into that record. However, I sometimes receive emails with information that belongs to different records in Airtable.Initially, I receive an order confirmation. That contains only information about one order, so I can set Airtable up to create a record from each order confirmation.When the order is ready, I receive another email, and that email often contains information about multiple orders.The data in the body of the second email is structured roughly like this:           The ordered materials have arrived.           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]

The new forms look nice, but I liked old ones better. Specifically, it was not as wide and the font size was larger (now it puts a lot of strain on my eyes). How can I use the old design in my forms? Or adjust the font size and how wide the form is?

Hemos creado recientemente una comunidad de usuarios de Airtable en el idioma español, con la idea de compartir conocimientos, soluciones y trabajos en plantillas (templates) en el idioma español para todos los hispanohablantes. Si quieres aportar a que existan más usuarios de habla hispana que conozcan esta maravillosa herramienta, por favor mándame tu correo y te agregaré al grupo de co-work que hemos creado. Necesitamos gente experta en Airtable con interés de compartir su conocimiento. Saludos

The Send SMS App only works when I use the primary number under the Twilio Account Info Section But I have a second mobile number in the same Twilio account under my other Active Numbers that I want to send from but When I change the number in Airtable send sms app sending fails. I tried Creating new API Credentials but that didnt work or I dont know what I am doing there - there was no option to select a particular number,  and I cant find Auth Token and SSID for the number I specifically want to send from. Any ideas would be greatly appreciated.