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Hi,I'm trying to attempt accounts receivables reconciliation in Airtable. I have managed to get email bank statements parsed with Zapier, which creates short strings like "NN has the paid the bill 499,00" in one table ("statements"). In another table I have orders ("Orders"), some of which are open (and now marked "paid" by hand).I had thought I easily could make an automation triggered by the creation of a new record in Statements, which would check for any open orders matching on the name. I tried putting two 'Find records' actions after each other, where I thought I could feed the output of the first into the second, thereby filtering down to a result with only those records for which there is a match in both tables. After that I would create a Repeating action to update all those record.Unfortunately I couldn't find a way to feed the output (list of names) to the second 'Find records' to match a contains -filter. Saw just an error message "Cannot assign list of string to string".Th

Hello!I want to use the results of an extension into a formula to automate a field.For context, we are using a SendGrid extension to send out emails and once those emails have been sent I want to be able to automate a status field to change from 'email to be sent' to 'email sent' - any idea on how I could do so? I'm also hoping this means that it would keep the emails that have failed to send as the status 'email to be sent' so we can repush them.TIA!

Hi everyone.Ive got a table with about 8000 names in it,and this was quite happily linked to another table which has about 30 organisations in it. Totes awesome.Because of a change in the org, Ive needed to set up a new table with a lot of that data in the 8000 names. So I simply duplicated the table. Dead simple.The link field that links from the Duplicate table to the organisations still works, I can still pick the orgs they belong to however it doesnt appear to be bidirectional and of course the orgs table hasnt created the "links to the new table/list" that you get when you do this yourself and not duplicated.Is there a way to fix that and create a linked field at the other end that shows the people in the duplicated table that are linked to the orgs?

We have recently switched our 'job allocated' column to a user group column so users get notified when they are tagged, however we would like the appearance to remain the same (coloured).Is this possible? Please help. It is very bland and difficult to differentiate without colour.

Hi,I am using AT for the CRM purposes. I've got a list of proposals we're working on within my Proposals Table: https://airtable.com/appGL773TiIYzLwZD/shrzetl6rN5gnxAYzNow, what I'd love to calculate is: based on the stage selected (and % probability assigned to it) and proposal value, I'd like to calculate probability value.So if stage = "Proposal + SOW submitted (50%)" then, it's 50% of the value.Do I need to create another table for the probability? Have my stages outlined, then % and create a formula within my 'proposals' to calculate it?Thank you!

Hi all, I am new to airtable and fumbling my way to create a resource directory for a group of companies.  What I am stuck on at the moment is how to adjust the options shown in a dropdown list if a name is not shown in another column. Screenshot below - is it possible to only have the names listed in the respective 'Provider' cell, in the Select dropdown? So in the example below, only have 'Thrive' and 'StartupQ' in the Select dropdown for that row?   I hope this makes sense! Many thanks,   

Hi,I'm trying to embed a dashboard that lives outside Airtable in an interface. I would love to be able to do this, so I have everything within Airtable, and not spread in different links. Is there any way to embed an external webpage in —for example— a blank layout as a page in my Interface?

Hi,Is it possible to add a dynamic value or a formula in an airtable interface as given below? ThanksChandrika  

If I use this formula:IF({Whole-Body Conditions}!=BLANK(), {Whole-Body Conditions}, "") & IF({Body: Left Foot}!=BLANK(),CONCATENATE(", ", {Body: Left Foot}), "")I get this result when {Body: Left Foot} is NOT empty, WHICH IS WHAT I WANT: But when {Body: Left Foot} is EMPTY, I get this result that has an extra COMMA:When I take out the comma in the second IF statement, then there's no commas at all whether or not {Body: Left Foot} is empty.So... what's up with that? Shouldn't it ONLY put the comma IF there's content in {Body: Left Foot}? 

I have a base table which contains "Content Ideas" where I collect ideas to be made into content. That content might be a "Video", "Blog Post", or "LiveStream" for example, or all three.So my table looks like this. Content IdeaLink To Blog PostsLink To Live StreamsLink To VideoLookup Blog Post DateLookup LiveStream DateLookup Video DateSo the table include the idea, and links to three tables, each with their own launch dates. Each of those tables has a calendar view that is useful but I need a unified calendar that sees all of these dates together. I added the lookup to bring them into the base table, but I dont think this is going to help.

Hello Airtable Community,I'm in the process of transitioning from Google Sheets to Airtable to manage a dance school, with the aim of creating a more robust and streamlined system. I've successfully set up tables for students, classes, venues, staff, and periods (e.g., May 2024, June 2024). However, I'm encountering challenges with the attendance tracking system.In our previous system on Google Sheets, attendance was tracked in a simple and user-friendly matrix format as follows for each month:| May | 7/5 | 12/5 | 19/5 | 26/5 ||------|----|-----|-----|-----|| Student 1 | x | x | o | x || Student 2 | x | x | x | o || Student 3 | x | o | o | o |For each subsequent month, we would simply copy the layout and update the dates, which were calculated automatically. This format allowed for easy visual and editing access to attendance.In Airtable, I'm trying to normalize this data to improve the system's scalability and integrity. A normalized approach would ideally have records for each indivi

When you’re using apps, you can click on a bar on a chart and it’ll pop up a window that shows all the records in that particular bar. How do I do this in interfaces? Am I missing a setting? Right now charts aren’t interactive at all.

I'm new-ish to AirTable formulas (though experienced with spreadsheet formulas) and I have a unique situation where I would like to calculate a calendar date based on a combination of units that include Frequency (eg, monthly or weekly), Day of Week (Mon, Tue, etc.), and Week# of Month.For example:  X event occurs every three months on the third Weds of that month. These schedules are variable by record (it's a client service schedule), so some clients are serviced once per week while others are serviced once every other month, etc. The goal is to show at least the next service date after today (and if possible, all future service dates throughout the year) on a calendar view. But I cannot just add a number of days or weeks to calculate the next date because the schedule needs to place service events on the particular week/day/month combo.I do not have a starting formula yet because I'm not sure what logic is needed to pull together the variables. If I can provide additi

Hello. Im a long time Airtable user.Recently i got a few credits from referrals and updated a workspace to business using it.Today I've reffered to around 8 people, they appear as "accepted invite" but no credit appeared, why?

Hey all, Long time coda.io user switching over to airtable as my business grows. A key feature I love is the ease of building UI’s over the top of the databases. I’ve done some research but haven’t been able to come up with an answer. Using softr.io, stacker or any other alternative… can you have an ‘embeded’ table where the data can be changed. Basically, I want the full functionality of the airtable ‘table’ / ‘view’ to be in a client portal, a long with other items such as invoices etc./ Thanks in advance,

Hi - I have this list view setup to allow for new records to be created in-line but for one level it seems to work and another it doesn't. I'm not sure why - screenshot is attached to explain. Very grateful for help

There is an issue where:Every time I paste something into a long-text field, it scrolls to the top of the long text field. Then I have to scroll back down to continue writing. When working with longer texts, this can be very annoying.Any ideas?  

Hello! I have an event workback schedule set up with a formula column to auto-generate a due date based on what date I specify in my date column (see ex. formula below). However, I would like to have the formula column auto-generate a list of due dates based on one 'master' date. I BELIEVE this would be an automation, possibly?For example, we have an event coming up on April 7th. I would like to specify 'April 7th' in Airtable and have all the due dates in my work back schedule auto-update. Rather than go through each row and change the date.  DATETIME_FORMAT((SWITCH(  {Deliverable},  "Request agenda items", DATEADD({Meeting Date}, "-10", "days")

When adding data to Airtable records using Softr, I encounter a significant delay of around 4-5 minutes for the data to appear upon refresh if the records contain foreign keys referencing another table. This delay contrasts sharply with the immediate addition and display of data when records are added to a normal table without foreign key references. The presence of foreign keys seems to introduce a lag in the synchronization or processing time, leading to a noticeable delay before the updated data is visible. This issue may be attributed to the additional steps required to validate and integrate the foreign key relationships within the database, causing a slower response time compared to simple table updates.

So I'm trying to import images in an attachment field.  I tried connected my Dropbox account but unfortunately it's not showing all the folders in my Dropbox account.  It's only showing the first folder.  Is there something I'm missing with permissions maybe? 

Hi, I've been asked the question regarding the Airtable data in the Mobile app. Is this data stored on the local device at all? Or is it effectively just viewing the online data ?  Its  a security concern regarding giving access to employees on their own phonesThanks  

Hi all, im struggling to figure this one out and feel like there is a simple solution 🤔 🤔 I am create a resource library for a group of companies, so they can share resources between themselves. Here is a copy of the base...https://airtable.com/appPv62y3frc8BYJA/shr7YAMJDLTc4czrW How I see it working is that when a company views the library and finds a resource they would like, they can click on the 'Request info' button (viewed when clicked on tile), they can then select the 'company' that has the resources then sends the request. Right now I have the button generating an email, which is fine when there is only one provider of the resources. But when there is more than one provider the button doesnt identify the different provider options.I know i'm missing a simple step! Any ideas on how this could work? Many thanks,   

Hi all, I am trying to get a script to run within an automation (I have used AI to write this as my scripting knowledge is low) however I can not seem to get it to write to the single select cell called status fix. If anyone has any idea i would be forever greatful! let table = base.getTable('RSS Feed');let query = await table.selectRecordsAsync();// Function to determine the statusfunction determineStatus(suffix, isFirstTime) {    if (suffix === 1) {        return isFirstTime ? "First Reading" : "Select Committee";    } else if (suffix === 2) {        return isFirstTime ? "Second Reading" : "Committee of the Whole House";    }

I have an automation that is sending a Google Doc link via gmail. But when the link sends, an underscore is left out somehow, so the link doesn't work. Any idea why? Or is there some kind of work around?This is how the link is showing up when it gets emailed:this is what the message looks like in the automation :  This is how the formula looks that is making  the g drive certificate link-- the link shows up fine in the airtable. "https://docs.google.com/document/d/" & {📜Certificate Google Doc ID}& "/edit?usp=drivesdk"The broken link seems to happen only when the google doc ID has an underscore in it.

I support an organization fundraising in a variety of currencies (USD, GBP, EUR, CAD, ILS). To simplify the process for the person maintaining the list, I have a single number field for the donation amount and a single linked field to select the appropriate currency (this is opposed to having 5-6 different currency fields on the intake form and needing to choose the correct currency field each time). We found that it was easier and faster to use a linked filed as opposed to a single select for currency.I would like to keep a running total of all the donations' values in both USD and EUR so I can use rollup fields to display overall amounts on a dashboard (i.e. my 100 donations in a variety of currencies are worth a total of USD 10,000 or EUR 9,500).Exchange rates are "static" in that if on the day of the donation, the ILS:USD rate is 4:1, it should stay calculated at that rate forever, even if in a year from now the rate is different. Exchange rates will be updated once a year based on