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I am working on using an Airtable automation to assign topics to writers. Step 1: Trigger Step 2: Find records that meet the right criteria. Step 3: Send an email with values from the found records as a grid. Step 4: Update the records from step 2. I have a single select field “Emailed” that can be true or false. I’d like to update these values to True. Step 4 is where I am having a problem. I do not see the possibility for selecting Record ID’s for the records found in step 2. Is there a workaround to this? Thanks in advance.
Hi, I have a Data table that is structured in the following way:IDValueQuantity101A1101B2102A3Within the data view I have these records grouped by the 'ID' field. However, when attempting to create an interface and including a 'Record Picker', it shows the records individually. E.g., I selected the first instance of ID 101 and it only shows Value A. I would like to have a record picker that when I selected ID 101 that it shows both the records for Value A and Value B. Is this possible? Thank you
I have a list of people linked to projects in my Airtable base and I’m attempting to have the slack messages from my automation tag the user associated with the record matching the conditions when the automation runs. I’ve tried inputting the slack id as a look-up from the roster table, I’ve made a formula that concatenates it into a string, I’ve tried it both as id (with <@ and > added in message text) and <@id> in the methods above, but none of this results in a proper tag. The only tag I’ve been able to make work is when I hard-code one into the automation message, but that obviously isn’t dynamic. Has anybody had success here? FWIW; whenever I try to include the field with the Slack id into the message, it doesn’t show up in Slack at all, so I know at some point it’s getting filtered out.
Why are elements (groups) in an airtable dashboard non resizable? I added a dashboard interface in airtable with two number groups that show the count of companies and two chart groups. When I click on the expand button on the chart group, I want it to display the pie chart and the list in a descending order with details below. Though this is seen currently, I am not able to resize the charts or increase the size of the list table below. The table is seen as a thin scrollable section at the bottom and it is a very tedious experience for a user to scroll again and again when in fact the page can be otherwise utilized to show a bigger table. (see screenshot below) As a work around, I tried to create a dashboard using a blank interface. However now the number or chart element is not clickable and it is static. This makes me think airtable dashboard is not a very cohesive tool. If one feature is present, it lacks in another feature. Is there a suggestion to show better dashboards
We have an airtable/make.com combination running a help desk/ticketing system. When people reply to their initial ticket, the system assigns a new record. Is there an automation that we could install that would combine the records?
For some unknown reason (i.e. I didn't make any adjustments to the recipients) my weekly emails generated from an automation that has been running smoothly for months now, went out in these configurations 1) to me only in the To and CC lines 2) to me with the typical recipients now appearing in the cc line in addition to me. Has anyone else had an issue with this today (late March 7, 2024)?
Why does a table that takes 2 seconds to load for me in N.America take upwards of 2 minutes to load for my colleague in Malaysia. Is this normal for whatever reasons related to Airtable infrastructure? or is there something on his side that might be a cause?
Hello Community,I am a beginner in air table configuration/Automation and I am looking for help to automate sending emails the every new email added into the Email field of the tab/chart.Like I have a chart with fields in it such as name, company, offer, phone, and Email. What I want is that whenever I add/write a new email address to the Email field, an Automatic email could sent to that email address. this action repeats with the addition of every new email in the field.I tried many ways but could not figure out and got error and not send email as i want. If anybody can help me out . That will be highly appreciated.Thank you.
Hello! I need to create a formula that pulls records from fields that correspond to answers of multiple-choice questions, like "What language do you speak"? Our multiple-choice questions also have an "Other" field. "Other" fields hold records which are either "no" (i.e. the person didn't select the "Other" response) or they are "yes, + [response e.g. Portuguese]". I want the formula to be able to pull the text from the "Other" fields IF it's a "yes, [response]" record, but to NOT include the "yes, " part, ONLY the response part (e.g. "Portuguese"). Can anyone tell me how to build that into the formula? Essentially, I need this part of the formula to say "IF the "Other" field contains a "yes, [response]" answer, then extract only the [response] text.Thanks!
Hello, I am looking for a solution for my cycling club that would allow me to create categories for outings and whose members could register by looking at the different outings offered in the calendar. People who offer outings would have the right to create outings but those who register could only add their name and remove it if they cancel.Is it possible do this apps with AirtableEnhanced Cycling Club Outing SchedulerKey Features:Categorized Outings: Allow the creation of multiple outing categories (e.g., Road Cycling, Mountain Biking, Leisure Rides). Each category can have different permission settings and details like difficulty levels and expected duration.Interactive Calendar Interface: Utilize an easy-to-navigate calendar interface where outings are displayed. Members can click on a date to see all available outings and their details.Member Registration System: Members can register for outings with a simple click. Upon registration, the member’s name will appear under the outing
Hey all! I’m a bit stuck here and hope that somebody might have an idea to share. Context: I have a table that lists a bunch of SaaS products that I use (such as Airtable!). Many of them have monthly recurring costs on the same date each month. What I’m ultimately trying to do is create an automation that reminds me the day before each subscription is renewed every month, but for the life of me can’t quite work it out. I think I need a date/time column that indicates the day of the month that each subscription gets renewed, and then I guess a formula that will trigger the automation 1 day prior to the renewal? Hopefully that makes sense… thanks in advance for anybody that can assist! :pray:
Table 1: Companies (a list of every company that we do work for. For this example, say we have 10)Table 2: Products (a list of every product we offer. For this example, say we have 12)Table 3: Price list (a list of the price of each product for each company. If there are 10 companies, and 12 products we offer, this list will have 120 items). Each record in this list has a Company column and a Products column that links to a single record in Table 1 and Table 2.Goal: create automation that will automatically create price list records when a new company or new product is added.If a new company is added, I want the automation to automatically create 12 new records on Price List table, automatically linked to the new company and automatically linked to each product listed on the product table.If a new product is added, I want the automation to automatically create 10 new records on Price List table, all automatically linked to the new product, and also linked to every company on the Compan
I have the primary field set as a formula right now as CONCATENATE({Client Last Name},', ', {Client First Name}). I want the formula to include the spouses name after the client's name if the marital status (separate field) is married. What would be the formula for the primary field if I wanted it to be Client Last Name, Client First Name & Spouse First Name Spouse Last Name if the marital status field is married?
I have a very simple web page that does an API GET call. Sometimes it takes several minutes for the information to be updated. Does Airtable have a caching protocol when fetching results from the table? Thanks.
Hello!I have a list of names under a multi-select. Everyone in Blue is a FT staff member, everyone in yellow is a contracted worker. I want a count field (or formula field) that will automatically count all the Blue multiple select to give me the total number of FT workers, and another field to count the Yellow multiple selects for the total amount of contract workers. Is this possible? Best,H
Hello,As projects come to a close, I want to review how successful my team was on staying on task and completing tasks by the deadline. My base is set up to flag overdue tasks, so I know in the moment when something is overdue and needs to get done ASAP. But I'd like to take a look at the project retroactively after all tasks in the project have been marked as complete and see how many of them were finished late.I can then investigate if I have projects that need adjustments or support (unrealistic deadlines, bandwidth issues, employee struggling, etc.).Any suggestions on how to do this quickly?
I've been playing around with both the SDK and just using fetch() requests, the latter mainly because I can't find thorough documentation for the former. The SDK docs don't say much of anything and the generated API docs just give me clues. What's the deal?
I’m an Executive Director for a non-profit who uses airtable as an additional layer for grants and program budgeting.The primary piece of data/source of truth is our transaction details exported from quickbooks. There are linked tables for many things but specifically I’m looking for support on building out functionality for our Chart of Accounts related to our Programs and Staff tables.From Transactions Details all transactions are linked to the tables: -Chart of accounts (i.e. Wages, Taxes, Benefits etc…)-Programs (i.e. Events, Residencies)-Staff (i.e. Joe Shmo, Jimmy John)Specifically to figure out the budget for a program we need to take Staff - within the Staff table, and assign a percentage of time to a program (i.e. Joe Shmo spends 50% of their FTE on Events). Because we have many programs it's easier to sum Wages, Taxes, and Benefits and then multiple them by the relative FTE %. However, an issue comes into play if two Staff members work different FTE % on a program.
I’m working with a group that has users shared at the Workspace level but now what’s to remove them from the Workspace level and share them on individual bases. I was surprised to find that users who are shared at the Workspace level can’t be shared as the Base level. Trying to do so creates an alert message that says “this user is already shared on this base.” Is it possible to shift users from Workspace to Base level access without first removing them from the Workspace and then adding them to the Base?
I'm currently using my Google Workspace account (which has 1500 emails/day, not 100 emails/day) to send Gmails through AirTable integrations. However, I'm unable to tell exactly how many emails are being sent with each call (which can vary).In other third party softwares like Pabbly Connect, you're able to see the remaining quota after each call. Is there anyway we can also see this information in AirTable? I need this information in order to know how to load balance email sending across our different workspace accounts.
Hi! I'm attempting to have an email going out to remind clients of their appointment time & details the before it happens. For example at 9am on the day of the appointment. I created a formula for "Is this today?" IF(IS_SAME(TODAY(), SET_TIMEZONE({Start Time}, 'America/Anchorage'), 'day'), 'Yes', 'No') The automation for "When a Record Matches Conditions" (When "Is this today?"=Yes) is used so that it creates an individual email for each appointment, rather than one email with all of them. This fires at a weird time of day (5pm PST) so I'm sure it has something to do with time zones. I have attempted to modify the time zone this formula references with no luck. There is surely a simpler way to do this, can anyone point me in the right direction?Any help is appreciated!
Hi - I'm looking for help building a tracker for customers that sign-up for beta programs. I have a table for Customers. And I have a table with a list of Beta Programs.For each beta program, they will have a google form where customers can be nominated. Then I want it to the feed into Airtable. Each customer nomination needs to go through a process so their status can move from Nominated > Pending > Confirmed. Is it possible to have one table per beta program, then one table that has a list of all beta programs that gives a count of who many customers are confirmed?
Hi, I'm trying to make either a script or automation to update Table A from a list of values in Table B.Table A is a list of shifts in multiple clinic locations. I'd like to be able to select a clinic location in Table A (from a single select column), and have the address for that clinic populate in the Address column in the same table. In Table B, I have the list of clinic names with their addresses. I'm trying this script, and it will run, but it doesn't do anything to the Address column in Table A. Any help would be greatly appreciated- new at writing scripts... Thank you in advance!
I just created a budget table, and three fields(cost, products, and source) are integrated with the product table (pulling the cost field from the product table when I choose a particular product from the budget table). if the cost field is empty or 0 in the product table, the integrated cost field in the budget table should be editable. But I have no idea since the cost field type is lookup or rollup. Is that possible?
Hello there,I am trying to create a formula that calculates the total cost of items based on their quantity and unit price; while also factoring in a discount percentage if applicable. I have tried using nested IF statements; but I am running into some challenges with getting the formula to calculate correctly. Here's an example of what I am trying to achieve:Item A; Quantity = 10, Unit Price = $20, Discount = 10%Item B; Quantity = 5, Unit Price = $15, Discount = 0%I want the formula to calculate the total cost for each item taking into account the quantity, unit price, and discount, and then sum up the total cost for all items.Could someone please guide me on how to structure this formula correctly?Also, I have gone through this; https://community.airtable.com/t5/formulas/need-help-with-formula/salesforce/149593 and it definitely helped me out a lot.Any help or insights would be greatly appreciated.Thank you in advance for your assistance.
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