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I'm setting up an interface that will serve as a dashboard to show my time overall client financial info. I used rollups so all the data would be in one table which will allow people viewing the dashboard to only use on filter to filter by client. The only problem I'm running in to is I would like to have the interface say "The client was last invoiced on RECENT DATE" I tried using a max() formula in a rollup column. The problem I'm having is that it's returning 2/29 as the most recent date when I have dates from this week, first week of March. How can I make sure it's actually showing the most recent date?
If there are options in a drop down menu (example Quiz or Test), start dates are entered by user, can I add a new column with a formula that detects the word 'quiz' or 'test' in the previous column and add an end date automatically based on the word? A quiz is 3 days after start date and a test is 6 days after start date for example. Appreciate any insight.
Hi, I am having trouble connecting to the Airtable Library from Google App Script. Google App Script is asking me for a Script ID but I don't seem to be able to find one. I am also confused by the replacement of the Airtable API with PAT which I equally am unsure how to use. Any help would be very useful. I am a bit of a novice. Sorry.Ultimately, I simply want to copy some data from a Google Sheet into one of my tables.
Hi there! I'm fairly new to Airtable, so sorry if I'm asking something that is too obvious.I'm thinking about building a prototype for a tool where I use Airtable to store Data via forms, the idea is that the users can "create" a color by giving the values for RGB or HEX, they get a preview of the color and after they commit, the color is stored with the record. It should be a DB of materials for Architectural Visualization, so these colors are the base to configure a material.Is it possible to do something like this with Airtable or I'm in the wrong place here?
Hello,I have an automation set up to remind salespersons that an incoming job is scheduled and ready. Everything works except when I try to send the automated email the Salesperson field is not inputting their email and the configuration is not allowing me to select email. Please see attached. As you can see.. in the Account field I have a valid email
Hello,I am trying to set up an automation where if the invoice number column of a record in the "Payments received" table matches the invoice number column of a record in the "Invoice" table, it will update the "Invoice" table record with a checkbox.
I have tried on numerous occasions to cut data from excel and past into Airtable table but keep getting an error. It is a rather big table but I have done the same operation with earlier data and had not issues. What:s going on? See error message below
Hello, I have an automation to send an email everytime a record is updated. The team will go in and make multiple edits at a time and they would like to receive one email at the end of each day with the updates, rather than receiving 20 emails in one sitting. When I try to schedule an email, it doesn't let me reference back to the "updated record" that I need. But trigger by "when an update is made" doesn't seem to allow me to batch emails. Any ideas?
Hi, I want to create an automation that updates "Table B" when a new record is created in "Table A""Table A" contains customer information; some are new customers, some are returning customers. Returning customers will have multiple records, new customers will only have one."Table B" is linked to "Table A" and has a rollup field which identifies the most recent record for each customer.Each time a new record is created in "Table A" I want it to link to an existing record in "Table B" if it is a returning customer, or create a new record in "Table B" for new customers. The end result will be multiple customer information records in "Table A" showing all entries for each customer and one record per customer in "Table B" showing only the most recent entry.I'm sure this is straightforward but each time I try I just end up with a new record in "Table B" for each new record in "Table A."Please can someone help?Thanks
Hi,For one base we have created automations with Slack and email updates for stakeholders, where we want to show thumbnails of images (within an attachment field) in those updates. I only get those attachments as url's linking to the image, but I really would like to have those images as thumbs in those updates because it will clarify a lot in those updates.I already looked into the display option as shown below, but when I switch to thumbnail, it gives me an error message. So i'm kind of lost with this.Can someone help me in fixing this? Thank in advance!
I'm trying to make an automation that will update a field to say if a step is Completed, In Progress, or Not Started based on four checkbox fields.I'm able to get the field to correctly state when it's not started (when none of the checkboxes are checked) and when it is in progress (when any of the four checkboxes are checked) but I can't seem to overwrite the "In Progress" option when all four checkboxes are checked. I understand why this is happening as technically even if all four boxes are checked the conditions for "In Progress" are met but is it possible to have this condition not be active if all four of the checks are present. Or is there a way to have sequential automations so it could first check if all four checkboxes are checked and if not only then look to see if it's "In Progress"?I'm very new to automations so I figure there's a way to do this so any help would be greatly appreciated.
We use a daily report of hours worked (we manage all our timesheets via airtable) that is based on Finding Records from the day before (or 3 days before on Mondays). My goal is to be able to title that report (which is created to Google Docs and then shared with admin) with the date for which the timesheet was generated (today is the 8/30, but the timesheets in question will be from 8/29). Is there a way to only reference one of the records for this purpose instead of inputting the whole string from ‘Make a new list of… Field values’? Any suggestions on how to get the right date in the title without repeats would be great, thanks!
I’ve been researching the community board for posts on exporting attachments while preserving their association to the correct column (field) and row (record). Is it correct that: as of December 2020, AirTable does not support this behavior directly however, there are third party integration tools which serve this purpose ? If AirTable doesn’t do this directly, it seems like a very significant defect/omission in the product. Thanks for any guidance on this topic.
Hi,I'm trying to set up an automation that generates tasks with due dates. For example, when I create a project with an overall due date in a "projects" table, I plan to create a record in the "tasks" table with individual tasks and due dates calculated from the project due date.So, I'm trying to get the task to calculate its own due date based on the "Send Date" field in my Projects table. I have the following formula that isn't working.I have also tried -21, "days", and a few other solutions others have seen, but I continue to get an error that says "Could not convert string to date" -- any ideas?
Hi, I created a form in airtable so people could populate their information directly for me into my grid view. However when I sent the form, people had to ask for access - which access do I grant them? And they were asked to create an account - I did not select ' see who submitted a response to the form' at the bottom so not sure why this has happened. I have made everyone an editor but am now being told that I have too many editors for the free plan. Have been looking around but there seems to be no simple answer to this? Thanks, Lucy
I am trying to create a formula or a method that would allow me to trigger a message to be sent, but only in the hours of 9:00 AM and 2:00 PM Eastern Standard TIme. The rest of the trigger is as follows:
Hi! I see this question has been asked and answered before Airtable updated their plans/billing structure, so checking in to see if anyone might have a solution.When creating a "send email" automation, I'm getting this message: On your billing plan, you may only email collaborators with verified emails. Contact your workspace administrator to upgrade.We are on the team plan and I confirmed in the documentation (https://support.airtable.com/docs/send-an-email-action) that I should be able to "email 100 unique non-collaborator email addresses per day."Any ideas why I'm running into this and how to fix it?Thanks!
Hello, in a automation on Airtable I set up a trigger that, when someone submit a form and create a record in a table named "customer", Airtable run a script that have a vlookup function that read a "Program code" value and insert the "Program Name" from "Code" table. If the vlookup have a correspondence than the value of the cell is equal to the "Program Name" if not the cells value is "Not found".After this action I set up a script that wait 20 sec. in order to wait the update of the data in the record and then I put a condition that:If the "Program Name" is "Not found" then send an email "Code not found"Otherwise (and then it means that "Program Name" have the name of the program) then send another email with the landing page and other info. If I test manually this automation with the function "Test Automation" with a selected record this action work correctly. But if I submit a form and this automation run with his trigger, the output is always the otherwise conditi
If you navigate to: https://airtable.com/developers/extensions/api/models/Table, you can see a link for the Field model listed in the description for the fields member. However, if you click that link it bounces you back to an index page for the documentation not the documentation page for Field.The reason for this is because the link for Field is wrong.Documentation contains:https://airtable.com/developers/extensions/developers/extensions/api/models/FieldWhen it should be:https://airtable.com/developers/extensions/api/models/Field
When I remove all filters and show all fields, the "Download CSV" option is not available when I open options by clicking the view carrot. What am I doing wrong? - Thanks in advance.
Hello,This feels like a fairly simple question but perhaps not so. I want to be able to have users select a record on Interface Designer, and then be able to click into that record to open up more information about it in the sidebar, as opposed to manually putting grids or fields from that record into the Interface page itself. If I put the primary field connected to the record picker onto the interface page, it shows as text and isn't "clickable", and you can't make it such, or at least as far as I've found. Any ideas?Here's a quick snapshot of what I'm trying to achieve.User picks an invoice, has access to the attachment and the invoice line items, but can't "click into" the invoice record to see other details. I'd like a field right below the record picker that allows the user to open a sidebar for that invoice record. Any ideas?
Hey,I've started using Airtable recently and have now run into two issues, that stopp me from really using it fully. One of them is:I use Airtable to track deliveries. We get orders which usually contain a series of Deliveries, 99% of the time containing identical items but with different order numbers and delivery dates.I'd love to have one form where a I can put in such orders, which fields to put in as many orders as needed, each creating their own issue upon submitting the form.Is that possible with Airtable and/ or Fillout for Airtable??? Second problem: I need to have items for the deliveries created. I have Inventory items, that already exist. But since items within deliveries get serial numbers, notes, etc., I can't just use them, I need to create ´Delivery Items out of Delivery + Inventory item. In a form I can pick the inventory item, but I've not yet found a way to a) create the Delivery Items from the form and b) link those to the Delivery, so I don't have to do a
Hi ! Coleagues, I have a project in AirTable in a single table with 174 rows and 11 (eleven) categories that I can group these rows. Each of these 174 tasks has its own "Start Date" and "End Date" column, with date format in it. I want to know the earllier "Start Date" and the latest "end Date" inside each of these modules, when filtered by them. (The objective is to show a timeline filtered by these "MODULES", using these fields with this formuila that identifies the earliest and the lates dates... I'm open to other approachs). I achieve the first step with these two formulas. They returns the date in each of these fields for its row:1 - For the earliest "Start date" it is:MIN( VALUE(DATETIME_FORMAT({Start date}, 'MM/DD/YYYY')) )2 - For the latest "End date" it is:MAX( VALUE(DATETIME_FORMAT({End date}, 'MM/DD/YYYY')) )But !!...These formulas, based in the columns (fields) "start date" and "end
Can anyone tell me where I'm going wrong with this formula? SWITCH( {HS-LA %},"15%", ({GBP Amount}-{HS-LA Commission}),"10%", ({GBP Amount}-{HS-LA Commission}-{HS-LA Commission}),)Or suggest another way to achieve it - I've tried a few IF options too but can't get that to work either. For context, I'm a literary agent and depending on the type of deal I do I either take 15% or 10% commission. Where I take 10% a co-agent will have also taken 10% but that's not necessary for me to track, other than that when I'm working out the author's overall income I need to make sure I know they didn't get it (hence trying to take away my commission twice in those instances here). The closest I got to it working (ie, it actually ran something instead of refusing to save because of an error), I got words back instead of numbers and what I need is numbers.
Hi,I have a tracking system for a number of different projects that are continuously added into the base. Each project goes through the same steps/actions.One major challenge I am facing is how to track the progress of each step/action for each single project? Thanks in advance!
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