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Hello Everyone, I am trying to create an automation that sends draft social media posts for approval. The problem I am running in to is being able to reply to these actionable messages in Slack with text that will update an airtable field. So basically here is how the work flow goes. When a new post is created and is in draft it will send an actionable message to a slack channel with two buttons. The first button is "Approve" and the 2nd button is "comment". If the comment button is clicked I would like the slack user to be able to enter some text that will then update a field in airtable. I have been able to get the approve button to work but when the comment button is selected I do not get the option in slack to enter text. How can I solve this problem. I would appreciate your input. Thank You
Here is my base I am developing to track VFX shots for a film.Table "SHOTS" is the shot in the film. "Submissions" is the version I get from a vendorhttps://airtable.com/appfa9Uq0xYTTe5oK/shrH1DETOqdRkJUjT/tbl299qf49ykQMspW/viwjFl7u86veCddkU?blocks=hide Ideally I would like to be able to load all the versions in to an array then return the latest comment when I am reviewing the latest version. The array should be sorted alpha numerically. I have been trying with little success to use ARRAYSLICE(ARRAYCOMPACT(values)), -1) Can you do this with the formula, rollup field or do you need to script this?
I am looking to get the user ID from the person who interacted with a Slack Actionable Message. From the Automation Run History, I see the User ID is saved, but for an audit trail I would like to automatically assign that user to the record they acted on.
Hi, does anyone know how to copy fields of a form to another form? This in order to avoid adding the fields manually
I am creating an automation that sets a single select field from empty to "Date Changed" when my date record is updated.At the moment it works, but the automation is running when both a preexisting date is changed AND when the empty date field is first populated.I would like to the automation to only run when the date field has a value, and the value is changed. I do not want the automation to run when the date field is empty, and then a date is added.Is there a way to set this up using basic Airtable automations, or will this rely on a script.Side note: the goal of this automation is eventually to send a weekly email showing all rows that had a date changed within the past week. If I am approaching this the wrong way I am also happy to pivot, but the date changed status combined with a last edited time seems like the best way to put this together.
Should be a simple automation so I'm certain it's user error but I can't find my mistake.I have a date value. When that date value is updated I want a single-select record to automatically update to "Date Changed"Use case is to generate a weekly email via a separate automation that shows all rows that had a changed date in a given week.My error is "Received invalid inputs."Please let me know if you need more details/context and thank you in advance.
Does anyone have a solution for a script to run AND a URL to open when a button is pressed? I need actions within the base to be performed, but I also would like to redirect the user to a confirmation page once the button is pressed. I also have a near-identical use-case where I need to guide users to open a URL via a button to edit details on a record in another base, but I’d like to be able to know that they clicked it. Is there any clever way to additionally trigger an automation when the button is pressed (along with having the url open)? Thank you!
Hi all,I am using webhooks to catch website request for our services. On our site we have 6 pages that all have a contact form for their independent service. These are customized to the service. E.g. some will need an amount, some will need a timeframe, e.t.c.To illustrate and simplify my issue, let's say I have two. One for Coffee and one for Apples.We also ask the clients e-mail.Since i am automating our quotation proces as much as possible, we want to automatically catagorize them, so that in the next step a 3rd party software knows which quote layout and text to send. The automation is as follows.WebhookIf body Page Url = mywebsite.com/coffeeCreate recordWorkflow: Coffee (Static) E-mail (Dynamic, 'body e-mail')Amount (Dynamic, 'body amount-coffee')Otherwise if body Page Url = mywebsite.com/appleCreate recordWorkflow: Apples (Static) E-mail (Dynamic, 'body e-mail')Amount (Dynamic, 'body amount-apple')Now this gives me a problem when I test the automation with a w
I have set up an automation:Trigger> Google sheets: when a row is createdAction 1> find records where REF is [value from google sheet column with REF #s, which should match airtable REF values]Action 2> update recordAction 2 is giving me trouble. I have 2 fields I want to update (a checkbox and a currency field).When a row is created on the google sheet, for example with airtable REF #AB-0101 in the google sheets "airtable ref #" column, I want airtable to find record #AB-0101 and update that record's checkbox and currency field. I swear I had it working last week, but today's test failed due to "invalid inputs." I don't really understand how the "Record ID" part of the automation setup works for Action 2 (update record). I did blue plus sign > Use data from... find records step > ...... then I'm lost! I've been digging around trying to find an explanation for the different options here (Insert all records as list vs grid, vs Make a new list of...) but not
Hey all, I could use some help and I'm hoping this isn't too difficult. I am trying to add a formula that compares an event date to the date of the next time change. If it is before the date of the time change, it runs one formula, if after, it runs another formula. I thought this would be simple enough but I keep getting an error. The formula I am using is below: IF( IS_BEFORE({Session Date},03/10/2024), "A working formula"),IF( IS_AFTER({Session Date},03/10/2024), "Another working formula") I know that the "working formulas" are correct because they work in other fields. I'm wondering if I need to format the date in a particular way or add a date field instead of using the specific date in the IF statement? Thanks in advance!
Do you accept VISA (which is technically not a cc) or only Mastercard and other pure credit cards?
I can see that in the FREE plan, I can add up to 5 editors for free.But the TEAM plan does not allow me to add 5 editors for free, although this TEAM plan should include the features of the FREE plan.
I work at a nonprofit organization that is also a neighborhood association with dues paying membership. Currently, we have all programming participants in a main base that links them to events and other things. The records serve as almost a "client profile". I would love for the airtable database to also help us facilitate membership payments through Zapier and maybe even Stripe? Essentially, enabling folks to make a membership payment through Airtable OR allowing for their membership payment information to be filtered and recorded in their "client profile" in Airtable.Is there a way to do this? Does Airtable have an extension that will assist, or will I need something else to make it happen?
Good day fellow AT'ersI can copy paste multiple company names into an empty field of 'companies' in the interactions table.The result is that AT will add for every company a new interaction. For example, if I paste 3 companies, AT will add 3 new records of new interactions.This is great, but what if I want to add the 3 companies automatically into the field? I can do it manually, but if there are too much companies this is not feasable.
Hi, I'm new to airtable, I've created an invoice generator in Airtable interfaces, however I am struggling to figure out how to make it editable. I would be so thankful if someone could help me out. I have a catering company, my client invoices are updated 4-5 times throughout the project pipeline. Here is what I am trying to achieve: A new invoice is created & Linked to client project (this is complete) After the first invoice is created, allow the user to open the most recent invoice > create a new invoice from the exiting one > edit/ update the new invoice > submit new invoice > tag as "most recent version" What I cannot figure out: How to create a new invoice from the existing one How to tag the invoice as "most recent version" to make it easy for the user to identify which version is the most recent I tried creating button that runs an automation to duplicate the previous invoice but it's not working. I would be so thankful if someone could offer me
Hi! I'm trying to set up a formula for a "Production Slack Reminder" that would be based on the "Send Date." If the "Send Date" falls on a Tuesday, Wednesday, Thursday, or Friday, the "Production Slack Reminder" should happen the day before the "Send Date"If the "Send Date" falls on a Monday, Saturday, or Sunday, the "Production Slack Reminder" should happen the Friday before that weekend
I'm hoping someone can help me please. We are not having much luck setting up some simple automations. We've watched lots of videos and follow step by step but still can't seem to the do the following. Hoping some can give some very simple instructions aka: AirTable for Dummies 😂 A) When we update a record in one table we would like it to update in another table. For example when the outcome or status changes of a product we would also like the outcome or status to change in a linked record. B) When we add a new record to one specific table we would like the record to be added to our all contacts table. Thanks in advance!
I know this is a duplicate of this post, but I’m not allowed to add to comments to that one, because it’s locked. I always have to delete those columns when creating a new table. And I always like to rename the first view as “Main”. It seems minor, but it is rather annoying, and I make new tables all the time. I am a web developer myself, and that allows me to say the following: I don’t feel this would take too many person-hours to fix. (That’s just my opinion, I could be wrong.) Just wanted to throw a vote that this gets implemented at some point.
I am looking for some guidance on how to move our progress invoicing to airtable.We have been using Airtable for a few years now and it works great in having everything centralized. Mainly using it as a custom built CRM.We are working on multiple projects simultaniously and need to submit progress claims to each of these projects monthly. Each project would have a minimum of one accepted Quote attached. Sometimes it has multiple accepted Quotes due to change orders...I have set it up in a way that whenever a quote is accepted it creates multiple line items in the Tasks/Line items table. One for each of the line items within the accepted quote.We then invoice a percentage of each of the line items at the end of every month. Question is:How do I set this up correctly to be able to do this the best way? Essentially I will need to pull the line items applicable for each approved quote within any given project and then apply a value for the qty (0.5 = 50% works well I think)See below s
Airtable has this really handy trick for instantly reformatting phone numbers into (###) ###-####.I need the same treatment for email addresses that are entered throughout the Airtable base to force them into lowercase. It's getting clunky to include reformatting language in automation.I'm not great at creating scripts. Is that the solution?
Is it possible to automate the status of read-only interface collaborators? For example, when the status of a collaborator changes to 'inactive' in my base, I'd like to remove them as collaborators on all interfaces. When their status changes to 'active', I'd like to remove their access to Interface B but preserve their read-only access to Interface A.
I need help with script (or other way?) to merge Multiple rows with same "User ID". These aren't duplicate rows. They have 2 fields in them that are different in each of the rows with the same User ID but need to be merged to one row. Essentially every 4 rows will have the same User ID that needs to be merged like this. Examples below.Example of what I have:User IDQuestionAnswerDaveDo you like CatsNoDaveDo you like DogsNoDaveDo you like Hamsters YesDaveDo you like MonkeysYesExample of what I Need:User IDQuestion 1Answer 1Question 2Answer 2Question 3Answer 3Question 4Answer 4DaveDo... Cats?NoDo…Dogs?NoDo…Hamsters?YesDo…Monkeys?Yes
Hello,I am using airtable for a two step form process.The first table is called "Event Request". When you submit the Event Request Form it makes a record in that table and assigns it a "Request ID" number via an auto-number field. Once that form is approved, via some script and automation, the user receives a prefilled "Event Information Form" from an Event Information Table to add details.When the user submits the Event Information Form, I capture the Request ID from the initial request in the Event Information table too.What I would like to do is have a "Form Received" field in the Event Request Table that can say "yes" if there is a matching Request ID in both the Event Information and Event Requests table. Any help would be much appreciated! Thanks!
I have a form that is letting people create Inventory Request Records, choosing Item Records they would like to check out from our inventory. We would like to have a way that will automatically prevent them from choosing an item that will be checked out during the dates they have selected.Using the filters and conditional options for these fields, I only see being able to toggle visibility for the results of the "check in date" and "return date". I would like to use the values from the questions asking for the dates to compare to the records in our "Items" grid so "Items" checked out will not be visible but I cannot find a way to do this. We are not able to use a 3rd party platform.Any guidance on maybe how to rework the fields to allow us to use the info from previous answers to help filter their selection? Is there any way to have formulas or more advanced coding in these forms?
Hi,Being somewhat new, I have a couple of questions about sharing views.I have a base for a book club. It has a Members table and a Books Read table. The Books Read table contains Date, Title, Author and Member who proposed the book. This field uses a link to the Members table itself. Works good so far.First question:I'd like to send an email to the members with a link to the grid view. I click "Share" from that view and copy the URL link, then add it to an email. Will that URL link change if I add records to the table, or if I add fields to the table? If not, I can continue to use that same link, right?Second question:Assuming the link doesn't change, I created a QR code with QR Tiger for that link. I'd like to embed the QR in the body of the email, along with the pasted link, so the recipient can either click/tap the link or use their camera to access the grid view. Is there any way to store the qr code itself (a png file) in the
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