Ask the Community

I manage a team of project managers and one of the things I'd like to use Airtable for is notifying our accounting department of when certain billing landmarks are reached so they can invoice. Currently I'm able to set up multiple automations per project for each landmark but have run out of automations. I tried to consolidate by adding multiple project numbers to the same automation or multiple landmarks that would need to be reached to the same project number but need the ability to use "and" as well as "or" in an automation. Right now, it seems I can only use one or the other.For example, I need to be able to set the condition to be as follows so an email is sent when either of the following is met:When 'Project Number' is 'A405' OR 'A406'and 'MLR status' is 'MLR 1'orWhen 'Project Number' is 'A405'and 'MLR status' is 'MLR 1' OR 'Status' is 'Live'Is this something that Airtable supports? Can anyone think of any workaround if this isn'

Hi. My real-world application uses an 'update record' automation to pass the last date and number of hours of a client session to my 'client' table as 'last session'.I need a new automation to run each time that field changes. I want it to look at my 'number of hours allocated' field (each client is allowed a fixed number of hours), and deduct the new 'last session hours' from it, to show 'hours remaining'.It seems simple but I just can't seem to find an elegant way of doing this. Originally I thought it might be possible in a formula, but of course I can't reference the field the formula is in.(I'm thinking of this as similar to keeping track of number of available stock items)

Hi all! I'm trying to extract the ID from a google drives doc link, any ideas on how to do this? Knowing the ID of the file is the one after the /d/?

Hi,I am quite new to Airtable but have played around and created my first working bases for a local youth sports club I am supporting probono but are now struggeling with this project.I am am trying to build a base that would allow me to rate a subject (organized in subject groups) based on several Main and underlying Sub criterias.So each subject group will have at least 2-4 "MainSkill"  and each "MainSkill" will have underlying multiple "SubSkills" assigned to the overlying "MainSkill"Each subject out of this group can then be rated on all his MainSkills and all Subskills.I am struggeling with the way how to get that organized correctly and have not found any template to copy from.  The rating of each of those skills for a subject should be changeable via a form.

Hello!I'm new here and new to Airtable, but I was looking for some help if it's possible 🙂I have a table with bookings and I want to run an automation at the beginning of every week that groups all the upcoming bookings that are relevant to each individual person in the bookings, to send them an email with an overview of all their upcoming appointments.It's easy enough if I do it for each booking individually, but then one person might receive 3 emails with each booking which I am trying to avoid.I have been playing around with the Find Records function in the automation, where I can create an array of all the upcoming appointments for the week but I don't know how to dynamically find and group the records based on the persons name. At the moment, I just have a list of all the bookings.Is this something that is possible in Airtable? and how can I go about it?Thanks for your time!

Hi, I am having issues with my script (screenshot attached)... can someone help me understand why it cannot find the record? My intent is to have a table record update every field that is a record in the in another table with the content field.

I have an automation set up to find linked records from another table. The problem is, it won't run! It just says in progress. What am I doing wrong? If this is a rate limit issue (I have 458 records), how can it be avoided? 

Hi all,I have a base in which we collect data on a bunch of indicators. We want to check our progress throughout the year against annual goals that we set for ourselves. We set goals for about 20 indicators out of 50 and we only want to monitor those ones even though we collect data on all 50.I would like to build a dashboard that would pull those 20 indicators, notes what the goal is for each, and then pull our progress. Our indicators are on one table in the base, and the data collection of each indicator is in another table. We do not currently have the goals listed on airtable.I havent figured out what style of interface is the best way to do this. The closest i got was writing the indicators and goals as text and using a "number" element to pull the progress, but that's obviously not ideal- is there a way for me to create a dashboard that looks like this picture and show only the indicators i want (and not all 50)? I dont mind writing up the goals as text.

I have a field that gets the id from a different line, for example: iddepends on id (void if doesnt)statuscan be done1 In Progressyes21To Dono In this table, each task have an ID.This task might be done only after another task is done.For that, I want to

Hi there - I am having trouble creating automations to change the status of a single select field based on start and end dates.Example 1 - I need the status to change from "Scheduled" to "Live" once a start date has passed. As in, if a class has a start date of 1/5/24, then this record would switch from "Scheduled" to "Live" once 1/5/24 begins.Example 2 - I need the status to change from "Live" to "Completed" once the end date of the class has passed. I set the automation trigger for "When a record matches conditions" If END DATE is before today. The action step is "Update record" but this is where I believe I'm having trouble getting the automation to read the entire table and make all applicable changes.Attaching screenshots of what I tried based on END Date, but it did not work. Any help is appreciated.

I started with help from this support topic: Formula help for an IF(logical, value1, value2) Formulas So I’m using a formula i

Hi everyone, I am a beginner and I'm quite overwhelmed with how everything works!&#x1f605  The templates I am finding don't seem to help with what I need. I'm wondering if anyone knows how to build a simple airtable base where each staff member on the team can have their own private view to track their overtime hours and where the owner/manager can view them all? We don't actually pay for overtime, instead, we offer time in lieu, so a column that calculated their hours based on whether they worked the overtime on a regular day or statutory holiday is a formula I think I'd like to have in the base. Does anyone have any advice? 🙏

Hello! I am attempting to recreate some data I have in Google Sheet and improve my work flow. I am currently counting things by hand and it taking to long. What I am trying to do is create a "Master" sheet where all my info lives. But have a "Stats" table that will then automatically aggregate the data by Photographer and month. It would count the specific "Production Type" and sort it by "Photographer" and month. I have attached some screen shots. I have been trying to google it for days with not luck. Here is the start to my "master" tableHere is my current "Stats" tables I have in Google Sheets:By Month:It then feeds into a yearly data sheet

Hi, I have a column where the information is linked to a value in the same tab. I would like the information to be automatically filled with the information on the other line. For example on the screenshot, I would like to have John Doe in the cell for Brandon Walsh when I update the john Doe line.  I tried with the automation but couldn't figure out how to do that.  Thank you very much...

I have a formula for my primary field that looks like this: CONCATENATE({Last Name}, " - ", Type, " - ", DATETIME_FORMAT(Start, ‘MM/DD/YYYY’), “-”, {Job Address}) and it turns out looking like this: Thorton - G, DS, GC, - 08/17/2020- 692 Chateau Ln. Holly Lake, Tx 75461 I would like only the House number of the address to show in the primary field. How do I shorten the address in the formula? Thanks in Advance!

We have a lot of projects and i want to create a refined high profile project interface. Option 1 is for me to manage what projects show up here, and its a singular list no matter who you are. We are all looking at the same high profile projects. This is easy to do, but less affective. Option 2, which is preferred, is to create a customizable high profile interface. So that each user can go to the page and see the projects they want to monitor. The problem i have with this is that it would need to be a multiple user field, and we would need to trust that when someone edits said field to add or remove their name that they dont mistakenly delete other names. So im looking for a way to make this happen with less risk of user error. one thought is to make a checkbox field to add to your report, and a separate checkbox field to remove from your report. then setup an automation that watches to see what user last modified one of thos

Hi. I'm not sure if this it the right place to ask. At the moment, I handle all the Airtable development, base design, formulas, etc.I would like to start looking into delegating this to a third-party, in order to be able to focus on other aspects of the business. My concern is how to do this in a way which safe-guards both my data, and as well the functionality of the existing base.How can one control if any third-party knowingly/unknowingly breaks down part of the base? I assume any such third party would need Creator access, which would give them full access to everything. My concern is not access to data, but making sure that nothing breaks.Apart from Airtable, we also use heavily Make (ex-Integromat) as well as Softr for an internal portal.  While I know that Airtable has snapshots, which one can recover to - one of the issues is that Airtable recovers into a new seperate base. Hence, any scenarios of Make would not be linked to the recovered base, and

So, I'm pretty new to no code apps and have unsuccessfully tested several other products for this feature.  Can Airtable perform this feature?  I've poked around the community but couldn't find anything, feel free to describe it like I'm 5.  Any help is appreciated...I'm trying to build a calculator app off of an existing excel model where a user can populate months worth of records into the app and then the app runs through the calculations to find a forecast of the data and gives some output, values, chart etc.  The ideal method is that a user would copy and paste from XLS, website or TXT files and just paste into an "input form" or grid/table and then the app would calculate.  Here is a basic version of the setup...Date (user input)          Widget Production (user Input)     ------>  Calculations and Output3/1/2010                    &nb

Hi Folks, I'm trying out using the rating field for a ongoing review process and want to be able to roll up an average of those ratings. I've managed to get the rollup to work but can't get rid of the NaN for fields that don't have ratings yet. I've tried a couple different formulas that I've seen for similar questions but nothing seems to be working. Thanks!

Good morning I created a script that displays a result I want this result to be displayed when we click on the button linked to this script thinks

Hey everyone,I have a question regarding second-level filtering. In a classic CRM setup, I have a table that holds all my opportunities. I have another table that holds all my activities (say to do items that can be linked to opportunities in airtable) that contains a status field (to do, doing, done)My goal is to display all opportunities that do not have a planned (planned = status is not done) activity linked to the record  (every sales deal should have a next step planned. 100% stolen feature from pipedrive).Any way to achieve that in the interface?So far, I was able to half-achieve it by using the "when linked record field is empty" but that doesn't solve my problem since it would fail to highlight opportunities that have a linked activity marked as done, but not other activities linked.

Hi,I am fairly new to Airtable. Sorry for my newbie question.We are looking for a way to trigger an automation:when the Field STATUS changed FROM "Assigned to" TO "Working on it".It's the:FROM "..." TO "..."option we can't find in Airtable.We often use these trigger types in monday.com, but now I just can't find it in Airtable.Is there a way to work around to get this "from" - "to" trigger in Airtable?

Hi,I'm attempting to locate a know record with an email address containing a "+".  I've tried introducing a '\' and '\\' before the '+' to no avail.  Tried CURL with your API encoder, no luck.CURL EXAMPLE:curl -H "Authorization: Bearer patZZZZZZ" https://api.airtable.com/v0/appXXXXX/tblYYYYY? filterByFormula=%7BEmail%7D%3D%22bob%5C%2B1%40gmail.com%22I can get results with an email without a '+' character in nodeJS and CURL.How do I specify a filter that enables the retrieval of a record by email address containing a plus?  This does NOT work:const header = {   maxRecords: 1,   filterByFormula

Hi folks, appreciate any help you are able to give here....  I have a base where the users enter pricing information from suppliers.  Sometimes the pricing is given to the users including tax and sometimes excluding tax.  At present all data is entered excluding tax forcing a manual calculation which is clunky.  I would like to have an either/or useability whereby the price ex tax cell is locked for input if the price inc tax cell is entered and vice versa... is this possible?Thank you 🙏 

Hi,How do you sync PropertyMe properties to Airtable?