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Hello! I'm using the interface to show our metrics, and I'm looking to show both cumulative pipeline numbers and current pipeline numbers. Under our Tasks table, we tag the pipeline status per task, so cumulative recall is straightforward. How would I record the metric for the current pipeline status? Our pipeline is:Qualification, Initial Contact, Significant Engagement, Significant Follow-up, Proposal Submitted, Proposal Awarded, Closed: Project not awarded, Closed: other, Handoff...For example, Within one project (projects are tracked in a different table) I have completed tasks for qualification, one for initial contact and now I have a completed task (with the checked mark) of significant engagement. I only want to count significant engagement to show where I am for this project. Is this possible? Are there other ways people show project progress/ sales pipeline progress? The goal is to see where people are at currently. I might have to reconfigure things to ge
Hey Guys: Is there a way to take the result of a rollup that is comma separated and then convert it to a bulleted list in another field?
My Table A is a list of Staff members, and is linked to Table B. Table B are records of Agreements, with one of the fields being Company (the company name of that Agreement. We have several companies). A record in Table A (Staff) has multiple Agreements in Table B. We would like to have a field in Table A (Rollup presumably) to list the company of the agreement with the latest End Date. End Date is a date field in Table B. Here is what I tried:But I could not find a condition for the Date field to be the latest date. Is there a way to conditionally list only the Date field with the latest date? Thanks, Khuned
Looking for help: My base has a percent field with the value 25%. When I prefill and display the field in a form, 0% is what is displayed.Base percent field settingsBase percent field valuePrefill formulaForm displayForm field settings
Trying to debug code written by someone else. It seems that the following code doesnt return more than 100 records even though fetchnextpage is set.This seems to have stopped working recently and I'm not sure what has changed. return new Promise((resolve, reject) => { base(tableName).select({ maxRecords: 100, view: viewName }).eachPage(function page(records, fetchNextPage) { records.forEach(function(record) { data.push({ ----fields---- }); }); } fetchNextPage(); }, function done(err) { if (err) { console.error(err); return; } resolve(data); }); })
Hi,I am sending users from an interface form to a Calendly event booking page using the redirect URL.Calendly would be able to receive variables such as invitee_name and invitee_email, but in the form design I can only choose record_id to be passed.Getting name and email passed from Airtable to Calendly would greatly simplify the UX and reduce error possibilities for e.g. email address between Airtable and Calendly.Is there some workaround how to get other variables than record_id to be passed?Rgds,Björn
Hello community,I've searched through the forum and haven't found an answer, even though I think I might have one.Actually, I would like certain people among our team and our clients to have access to some information on the interface, while others do not. I'm not sure how to go about this.Should I create another interface, or is it possible to have conditional tabs within the interface?Thanks!
I'm interested in creating a share link for a View automatically in response to user requests through our backend server.Could anyone tell me if it's feasible to generate such a link via an API or through any other methods?Thank you!Appendix:The image shows the way to generate via the Airtable web console.
I have a project and a task table. The tasks are all connected to projects. I'd like to connect the tasks together so when I need to delay (or move up) a project I can move all the tasks together. I thought when they came out with dependencies, that would work. Unfortunately, it doesn't work for what I want to do. First of all, my tasks aren't necessarily dependent upon one another. I don't need to do one before the other. They are simply tasks that need to be done before the project is done. I've tried batch move, but it gets complicated with weekends and holidays. Also, I have a project start date and a due, Plus I have a task start date, a working on date. The working on date just ensures that I'm working on the task before I need Any suggestions?
Hi! I have a large existing google sheets I am trying to organize into Airtable. I own an events agency that books out talent for hundreds of events each month. This is a living document that is updated every day by people who fill out our form to book - this was a google form that dropped down into a google doc, but Airtable seems much more user friendly. I want the rows to automatically drop into date & event start time order with an AM/PM format. My current information has the date, start time & end time in separate columns but the Airtable automation has date/time within one field. Is there a way to merge this so my existing data can format without me having to re-input hundreds of upcoming events into a new spreadsheet? Screenshots of my Google Sheets spreadsheet & how it imported into Airtable. Thanks!
Morning! This is probable really simple...but I'm struggling to find the formula i need and wondered if you lovely people could assist please?Basically I'm trying to add a date in a formula output, so if the ccf column has a number in it copies the number across to the formula output column, and if the ccf is empty then it says 'no ccf 10/04/24' (todays date)This is as far as i've got - i cant figure out how to copy the info across or add todays date on - anyone know the simple fix for this please? IF({CCF *Customer order number*} >0, "CCF ATTACHED", "NO CCF")
Hi Yall!! So I am tying to add in an automation that uses a check box being marked as "true" as a trigger in TABLE 1 to add one of my multiple select options in TABLE 2. An example of how I would need it to work: Table 1: Check box is marked as "Checked/True"Automation kicks inTable 2: one of the multiple selectable items in the column I need to select is added Trigger: Checkbox is checked in Table 1Action: Tag is added in Table 2 Is it possible to add in automations that work across multiple tables? Any idea how I could build this automation? My main issue is coming into selecting the correct record ID? Any help would be seriously appreciated! Thank you!
HELP!! I just can't get the following to work into one formula.... basically I have four sets of dates that I need to set status' for to trigger email reminders (1st Pupdate, 2nd Pupdate, 3rd Pupdate, 4th Pupdate). I need a single formula that joins them all together using IF OR or is it IF AND???? I just cant get it to work!!IF( {1st Pupdate},IF(IS_AFTER(TODAY(), {1st Pupdate}), "🔴 1st Overdue", IF(IS_SAME(TODAY(), {1st Pupdate}), "📆 Due Today", IF(IS_AFTER(TODAY(), DATEADD({1st Pupdate}, -1, 'week')), "⚠️ Due Soon","👌 OK")))) IF( {2nd Pupdate}, IF(IS_AFTER(TODAY(), {2nd Pupdate}), "🔴 2nd Overdue", IF(IS_SAME(TODAY(), {2nd Pupdate}), "📆 2nd Due Today", IF(IS_AFTER(TODAY(), DATEADD({2nd Pupdate}, -1, 'week')), "⚠️ 2nd Due Soon","👌 OK")))) IF( {3rd Pupdate}, IF(IS_AFTER(TODAY(), {3rd Pupdate}), "🔴 3rd Overdue", IF(IS_SAME(TODAY(), {3rd Pupdate}), "📆 3rd
I have an Airtable table that contains Requests and another that contains Devices. Both share a common link record to a Company table. A Company has a 1 to many relations to both Devices and Requests. Also, there's a 1 to 1 mapping between Requests and Devices. I'd like to have an Airtable Interface where I look at all "open" Requests and based on that Request's company field, choose an "available" Device mapped to the same company to be linked to that Request.Is this possible and if so, any guidance on how to go about that?
Hello,I need help with my formula.If <total amount paid> is not blank, then the cell becomes <ACT Planner>. However if <total amount paid> is blank, then cell becomes <EST Planner>.I got this far, but can't get the 2nd part to work:IF({Total Amount Paid},{ACT Planner}) Thank you!
Hi,Is there a way to either add a global bcc address to Gmail mail sending in automations, or a way to batch update them?Soon moving to production with an Airtable system, and would like to put myself as bcc in all outgoing emails for the first weeks or so for monitoring that everything looks as it should.Rgds,Björn
I have an airtable base that has a field linked to another record. I need a way to populate this field with a field in Jotforms WITHOUT using automation (I have tens of thousands of these records so I can't use automation).Is there a field type in Jotforms that will populate this field type?
Hi all, first-time poster. I'm working with form submissions right now, and I'd like to check if the free text of a Location form field matches any value in an existing table's list of locations. For instance, if we received 'Bayview South' in the 'Location' form field, then I would want to check whether 'Bayview South' appears on the below list: ABLOCATIONSUMBayview North1Bayview South1Sea Breeze1Palms North1 In Excel, I would normally just use an XLOOKUP and IF formula on the above table with the below syntax: IF(XLOOKUP("Bayview South",A:A,B:B,"0")>1,"In list","Not in list")In this case, the XLOOKUP formula would check all of column A for 'Bayview South,' returning a 1 if 'Bayview South' exists and 0 if it doesn't. The IF formula then returns an 'In list' value if 'Bayview South' is anywhere in the list or a 'Not in list' value if 'Bayview South' is not in the list. The reason I'm looking for this solution is to run exception automations if a value&
Hello Everyone,I am having a hard time with a specific formula. I want to set a formula that will calculate a certain percentage based on what driver is selected in the driver field. Example: for the Dispatch % field i need a formula that will go like this. If driver is Dima set Dispatch % to be {Total invoiced} *.13 if Driver is Alex set dispatch % to be {Total invoiced} *.07 Thank you for the help!
is it there is a way, preferably with formula/s, to perform element-wise multiplication of two arrays of numbers?For example, if I have two fields with arrays [1, 2, 3] and [4, 5, 6] respectively, can I write a formula that produces [4, 10, 18]?_I would also need a formula for:Column1 (array 1): 2, 3, 5Column2 (array 2): 5, 4, 1Expected output: 7, 7, 6is this achievable?
Hello everybody!I have two tables one that shows products and one that shows orders. What I want to do is inside the table that shows the orders. I want to have a view that shows most recent order that each product is attached too. Is there anyway to do this?
Any assistance would be greatly appreciated! I have a Serial Number (SN#) that is labeled "Locker Name". I want to make sure that the SN# is 7 Characters/Digits before finishing the automation as sometimes it get typed in wrong. the SN# format is NS01234 or NS00123. People leave off the 0's from time to time. i want to create a new record with this number in a new table. Linking is not option here. Here is what i am trying to do but i am getting this error: TypeError: Cannot read properties of undefined (reading 'length')at main on line 4 if (sn.length === 5) { i guess i am asking how to get the Length of the value to read so that i can achieve this?? let sn = input.config.LockerName;let updatedSN = '';if (sn.length === 5) {updatedSN = 'NS00' + sn.slice(-3);} else if (sn.length === 6) {updatedSN = 'NS0' + sn.slice(-4);} else if (sn.length === 7) {updatedSN = sn;} else {updatedSN = 'Invalid SN#';}outpu
This is a serious question. I've been blown off for over a week. Heather Chambers sent me an email which completely ignored my questions and is actively ignoring me. I have a couple of simple questions and am unable to get a sales person to speak with me. I resorted to opening a support ticket and even that is proving to be a waste of time. Are there any humans that work here?
I am trying to generate an Invoice for line items in Airtable. New Google docs creation automation is very helpful but it lacks basic formatting functions. So, I use Microsoft Word module in Make but do not know what format I should use in this “Raw values” field. Could anyone please give me an example? I know this is not really a Airtable question but documentation on this module is quite limited. My Word templates : {{invoice_number}}-{{invoice_date}} {{buyer}} {{#details}} {{item_code}} {{item_description}} {{unit_price}} {{/details}} Thanks in advance!
We use a webhook from Shopify to capture order data in Airtable. When the webhook comes in, we create a record in Airtable with pertinent order data. I want to parse out the line items in the order into another table for use in creating a packing slip. Here is sample data: Airtable - MA Test The Data table represents the data as it comes in from the webhook. The Desired Output table represents the ideal output. This is where I need help, creating an automation/script to parse out that data into new rows. Thanks for your help!
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