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I've got a button on an interface Kanban that opens the record creation form right on that same interface page, which is really helpful. However, I'm now trying to put a button to do the same thing on a different page of the interface, which started as a blank page, and that button action ("Open record creation form") isn't an option.Am I missing something about the button setup, or is this a bug? The form I want to open exists in the same interface, but being able to create new records without having to leave the page is a time saver, as is the ability to create records with a nice curated form rather than just using the inline record creation option, which jumps around because of our default sorting and has a million fields on it by default.
I help multiple clients so the solution I seek needs to be able to work in an environment where I have the airtable base > then I have a client > the client has prospects and customers they need to email.I'm trying to determine if it's possible to send 1-to-1 emails to prospects or customers for my clients from Airtables without having to setup a secondary email tool (lemlist, hubspot, mixmax, etc) for each client. Can I connect directly to the client's email address? Is there an integration that provides visibility on delivery, opens, and clicks for the emails sent directly from a client's email address?Sendgrid isn't an option because corporate IT or lack of knowledge on the client side will prevent the emails for ever getting sent out.I'd prefer not to set up Lemlist (or comparable tool) for each client because it's 1 more login/tool to manage (in addition to the monthly fee)...but if that's the only option I'll make it work. Any suggestions would be greatly appreci
Hello AirTable team,Hope things are good. Our team recently decided to try using AirTable to automate a simple referral management process. The idea is super simple:We have an AirTable database where leads are managedWe've created an interface on top of that database for partners to see status of their leadsWe've published a link to that interface so you can access itThe problem is, whenever our users are trying to work with that interface, they are always getting the "lost connection to the server" popup - which is "harmless" (i.e. if you ignore it - everything works just fine), but it looks "scary" enough for users not even to try to proceed. You can see that experience in an the demo video below —Direct link to the same video: https://vimeo.com/928813339/43acd1bbd7Do you guys have any idea what this could be? What is interesting, it doesn't seem to happen to "long-time Airtable users" — i.e., if you "test" with your existing user account (and don't go through the AirTable regis
I get this message multiple times a day across many Bases. Is there something I can check that might be causing this?
I'm trying to write a formula that will count days between two dates (assignment_start_date and assignment_end_date) that overlap the current week, not counting weekends.First example:current date is 4/5/2024assignment_start_date = 3/25/2024assignment_end_date = 4/2/2024The result of this would be 2. As there are two days (4/1 and 4/2) that occur during the current week (3/31 - 4/6) and are in the range of 3/25 - 4/2Second example:current date is 4/5/2024assignment_start_date = 3/25/2024assignment_end_date = 4/15/2024The result of this would be 5. As there are 5 days (4/1, 4/2, 4/3, 4/4, 4/5) that occur during the current week and are in the range of 3/25 - 4/15I've tried several versions of this with ChatGPT, however, I have yet to have any luck. The closet I've gotten is the following. However, sometimes the days are correct, but sometimes they are anywhere from 1 to 3 days off. IF( AND( assignment_end_date >= DATETIME_FORMAT(DATEADD(TODAY()
Last week, Airtable support sent me an email saying that (as I had requested) they updated a workspace to the team plan.But in fact the workspace is now missing and none of my workspaces are upgraded.I have not gotten a response from support in days.Needless to say, I'm extremely frusrtrated.How do I get out of this?
I would love to learn if there is a way I can connect Airtable to social media accounts. That way, I can gather data and create graphs within Airtable that already has access to all of the social media platforms data history. Looking forward to hearing from the community!
I have a switch formula setup to calculate Experience Brief Due Date and Opportunity Case Due date based on the Estimate size of the project, when an item was added during Quarterly Planning.Is there a way to add onto this formula to return the "Created" date if "When was this added to the Plan?" does not equal "Quarterly Planning"?Current Formula:IF({When was this added to the Plan?}="Quarterly Planning", SWITCH( {Estimated size},"Small (2-4 weeks)", DATEADD({Target in market date}, "-35", "days"),"Medium (4-6 weeks)", DATEADD({Target in market date}, "-49", "days"), "Large (6-8 weeks)", DATEADD({Target in market date}, "-63", "days")))
Hi, I need to create a script that generates a JSON with the information of a record, I have done many tests but I get stuck with the easiest thing, assign the values of the fields to the JSON. Any idea of help or example, thanks a lot. let inputConfig = input.config()let table = base.getTable("CONTRATOS");let record = inputConfig.recordId;// Seleccionar registro de la tablaconst row_rec = await table.selectRecordAsync(record)// Extraer los campos correspondientesconst codigo = row_rec.getCellValueAsString("Codigo")const url = 'https://hook.eu2.make.com/xxxxx'const token = ''const body = {"strBodyRequest": {"BPCode": {"fuente":"CONTRATOS.Código (from Cliente) (from Venta)","valor":codigo},}, }const options = {method: 'POST',headers: new Headers({ 'Authorization': `Bearer ${token}`, 'Content-Type': 'application/json' }),body: JSON.stringify(body)}let response = await fetch(url, options);const result = await response.json();console.log(`Got ${response.status} with body ${JSON.s
I have a switch formula setup to calculate Experience Brief Due Date and Opportunity Case Due date based on the Estimate size of the project, however I only want these values to pull in for items that are added during Quarterly Planning (not Intake-Ad Hoc Requests)-- Is there a way to set up the Switch Formula to be conditional on the value in the far right column (when the project was added)?Here is my current switch formula:Experience Brief Due Date:SWITCH( {Estimated size},"Small (2-4 weeks)", DATEADD({Target in market date}, "-35", "days"),"Medium (4-6 weeks)", DATEADD({Target in market date}, "-49", "days"), "Large (6-8 weeks)", DATEADD({Target in market date}, "-63", "days"))
Hey folks,This is a bit of a doozy so hopefully I can make it make sense. To start with, the enterprise I work for has disabled scripting, and 95% of 3rd party addons, so I am looking for a solution to the problem with built in AT functions that don't require either of those.I have a base that takes in projects from a user. This is done with a form that is available to anyone with the link. The users submitting this form may or may not have air table access. When the form is submitted, the "project" (record) it creates needs to be "reviewed" by multiple departments (trades). Each trade's approver gets an email stating they have a project to review with a link to an interface with the pertinent info for their trade. (the trade approvers DO have AT edit access)Each trade approver has 2 options, to approve the project, or to request more information from the user. If all trades approve an email is sent to the user saying that they are ready to advance to the next step of the project.
HII face an auto-categorization issue with no solution so farI update a table with hundreds of credit card transactions, with lot of them recurring with 95% of the text string similar from a month to another month.Is there any chance there is a solution that would save me from categorizing 10 times the line 'Airtable' as 'Online Services' , or even better, that categorizing once 'Airtable November 2022' would allow to automatically categorize in the same way 'Airtable December 2022', 'Airtable January 2023', 'Airtable February 2023', etc...?Many thanks for your help
I have a question that I can't seem to find the answer to. I have two tables within a base. One is a list of employees with their names and teams. The other is a list of Scheduled trainings. On the Scheduled table, I have a field that I fill in for possible training attendees. It is a multi-select field linked to the Employees' table, but I have to add each individual 1 by 1, which can be time-consuming.Is there a way to add multiple people easily or be able to add everyone from specific teams? I'd want to be able to select operations, for example, and it adds everyone's name from that team to that field. So I can see the attendees, but people can also have the training linked to them directly.
Hello, I use Airtable for editorial management. I’ve created an automation that will send a Slack message to my team when a story is published or scheduled to be published. I would like the message to include the information (date and time) for when the story was published or is scheduled for. I know how to set up the trigger, action, and various other pieces of information I want the message to include — the part I’m struggling with is how to format the date and time for Slack. I found an article from Slack about how to format dates. I also found this Airtable community discussion about formatting dates for automated email actions. So combining the two, I wrote: Publication details: <!date^DATETIME_FORMAT(SET_TIMEZONE({Publication Date}, 'America/Chicago')), 'M/D/YYYY at h:mm')> But it’s still not displaying correctly. I’ve also created a formula field that converts my publication date field to unix time and then I tried to insert that string into what I’ve written above, but t
I'd like to create an automation to "tag" each record based on the date it was created. I have a table in the same base (let's call it Table 2) with "Start Date" and "End Date" fields, plus a tag for that date range. So when the new record is created, I'm trying to figure how to take the date/time it was created in Table 1, compare against Table 2, then add the correct tag in Table 1. I'm struggling to figure this out. Any help would be great appreciated.
We are planning to use record templates in our organization for records (jobs) that we build a lot. We will probably reach the 100max limitation, which is fine. The problem is that every time I add a new record template, I have to go to the interface, remove all templates and then add them again so they are on order. Otherwise, the template that I add at the end will be at the bottom of the list and it will be difficult for my team to find that template. I tried dragging them up/down but it won't work.I would like to have the below sorted by name;For example:Cherrys: E12738Flender: E10346Shibaura: E11334
Hi, I am constantly recieving an annual team plan billing to my credit card from you guys. Which is unlucky 'cause I'm broke and there's no money left in my card. I've downgraded to free plans. Could you kindly take back the billing? Many thanks.
So with the linked records field you can limit the available records to a view. I would however like to link a record to a certain view within another table. So if I click on the link I would like it to take me to a certain view in another table. This view will be different for each link though (although limited). So I have a table column with tools for example. That will list Blade. Now if I click on blade I would like it to take me to the view of all the different blades in the Tools table. I don’t just want to link to all of them because that would be horrendous to click through all of them. Any ideas?
Hi everyone,I keep having an issue with the URL to the attachment script. It works great for some links but there's a URL that keeps having the same issue: the script runs, it shows a gray icon, and then it automatically deletes the data from those cells. The URLs are public so that shouldn't be the issue. Some examples URLs that don't work: https://www.houseoffraser.co.uk/images/products/70936105_h.jpghttps://www.houseoffraser.co.uk/images/products/70582103_h.jpghttps://www.houseoffraser.co.uk/images/products/70080203_h.jpgSome URLs that do work:https://cdn-images.farfetch-contents.com/20/22/97/00/20229700_51272260_300.jpghttps://cdn-images.farfetch-contents.com/21/50/43/36/21504336_51620996_300.jpghttps://cdn-images.farfetch-contents.com/18/91/41/79/18914179_41149947_300.jpg Anyone that knows what I'm doing wrong here?
I have my personal access token with all the scopes, but when I try to create a new entry the api is returning this error: "type": "INVALID_PERMISSIONS_OR_MODEL_NOT_FOUND", "message": "Invalid permissions, or the requested model was not found. Check that both your user and your token have the required permissions, and that the model names and/or ids are correct."
Hello,I need to send through an API call the record and base id. Please find below the script I have made, I need know to send the baseID in the payload.Can you help me guys ? let url = "https://hook.eu2.make.com/xxxx"; // Remplacez ceci par l'URL de votre webhooklet inputConfig = input.config();let payload = {// Ici, construisez le corps de votre requête. Par exemple :"recordID": inputConfig.recordID,// Vous pouvez ajouter autant de clés/valeurs que nécessaire.};// Configuration de l'en-tête de la requêtelet headers = {"Content-Type": "application/json", // Type de contenu// Ajoutez d'autres en-têtes ici si nécessaire. Par exemple ://"Authorization": "Bearer VOTRE_TOKEN_ICI",};// Configuration de la requêtelet options = {method: "post", // Méthode HTTPheaders: headers,body: JSON.stringify(payload) // Corps de la requête en format JSON};// Envoyer la requêteawait fetch(url, options).then(response => response.json()) // Traitement de la réponse.then(data => console.log(
I have two bases: Contacts and Matters. In Contacts, there are two tables: People and Companies. In Matters, I have a table (Matters) with a field for Clients. I know i can sync People and Companies to the Matters base. However, is there a way to link the records for People and Companies to the Client field? I only see a way for one or the other.
Hello,I have a client base that needs to be shared and synchronized with more than three different bases in a one-way sync (from the client table to all other bases without allowing any modifications to the client data from those other bases). I noticed that there's only an option to sync it to one base. Is there a way to sync it to multiple different bases?Below is the schema I wish to build:
Hey guys! I am having issues with resyncing projects from a base sync. It's a back and forth sync meaning I sync the projects from base (Project Tracker) to a finishing base (Internal Finishing) that then syncs back to Project tracker with new information. I currently have an automation to relink the projects to a new linked field in the Finishing Information sync to the project that matches the project name in the project single line field (originally linked in in Internal Finishing base), but for some reason it will sometimes link all the projects to it even when there is clearly a matching project name.When I try to convert the Finishing Information Project link from a single text line to a linked field it doesn't recognize the project names and the field is blank (doing this works with Personnel names, but never with projects). Does anyone know how to prevent have only the correct project link to the finishing info table? Or know of a better way to sync this info tog
i have been using airtable for 5 years. My team uses it quite extensively- particularly for automations. however, for the life of me, i cannot seem to create a useful interface. i have tried time and again. i see the promo videos, where interfaces look amazing. so i go in and try again. and almost immediately, i get bogged down. does anyone have a youtube guide they can recommend?For airtable base topics, Gareth from GAP Consulting has been my go-to guru for years. everytime airtable drops a new feature, i wait for Gareth to cover it in one of his videos, and it all becomes clear. however, even Gareth has failed me when it comes to building interfaces.my team is going to be onboarding a new set of users soon. and i have a feeling that an interface could be a real asset to the new users- so they don't have to deal with ALL of the data and can just focus on the parts that apply to them.any suggestions for guides on building interfaces? thanks!
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