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We are stating to use portals - and we have our internal Jira linked with automatic status updates. The external clients with access to the portals want to do the same with their Jiras. Any ideas on how to make this work?
Hi there, I want to send HTML emails from AirTable using the Send Outlook Email action in Automations. I need them to contain embedded images with external links and a call to action button at the bottom. Please can someone tell me if this is possible and if so how?
Hi, I am trying to construct a daily email to summarise data. I have all the data I need, but I cannot get the email to structure correctly. I have used HTML to make a table for the data, but when the email sends the formatting is awful. I’m looking for a way to get the table to display correctly, does anyone have any ideas? Ideally I want the table to sit in the white space with the other text I have attached a copy images to show the issue and what the raw form looks like
Is it true that Airtable is fairly limited in its ability to allow you to use HTML formatting for send email? Is the solution then to have to use SendGrid or another service that could help out with email automation?
Hey everyoneRan into something interesting and not sure what is going on.I have a table called assignment with a Start Date and End Date field that are used for Date dependencies and to calculate duration.I have an Interface button called runs an automation. In that automation is a script that will use the End Date of the record, calculate a new start date (which is one day after the end date) and a new End Date (which is 3 months after the new start date).I have another script later in the automation that will duplicate the record and insert the new start and end date into the Start Date and End Date field for the duplicated assignment.Interestingly, the Duration is not updating when the new dates are added.In the attached image the, the top record is the source and the bottom record was the duplicate created by the script.I created a test formula to calculate the works days to validate what I am seeing. The top record has a duration of 132 days and the bottom record is also 132. But
Hello team, hope you’re doing well.Is there any way to share or extract the schema of an automation in the aim to share with functional people, non technical just to make sure that we are respecting the functional specifications.
I help run a marketing agency and I need to be able to create a table that shows how much each agency member will get to take home each month. There are 2 members that take payouts each month, but at different rates depending on who is the lead (70%) and the support (20%) - the business gets a share as well (10%). These percentages are average, but we do sometimes adjust them. I have a table for the projects which show all live projects. In the project tracker I list each project, the full fee, who is the lead, who is support, the start date /end date and the percentages that each gets. I would like the new table to show month over month, how much each should be getting paid based on all projects which they are staffed on (and the percentage) what they should be paid each month.
Hello,I would like to use Airtable’s Multi-source syncing feature. In the long term, I need to add around fifty bases in one view. I’ve done it with three sources so far, and I’d like to know whether this is possible or if there is a limit to Multi-source syncing.Thank you very much!
Hello!I am currently working on a form and want the ability for individuals to make multiple selections and get specific emails depending on their responses. For instance, we have 3 trainings with their own Zoom calendar invite that individuals can select on the form. Lets say Jane picks Training 1 and Training 3. We have an automation to send Jane an email that contains a Zoom calendar invite for Training 1 but want an automation that will also send her Training 2 in the same email. Is that a possible automation? Or is there a different way to do this? My organization currently cannot connect Zoom to our Airtable so that isn’t a potential solution unfortunately. Please let me know your thoughts or if you need clarification on anything!
Hi everyone — hoping for some guidance on best practices in Airtable.I have a table with a column that represents a numbered list (1–100). The order matters. When I insert a new record after, say, item #51, I’d like all rows below it to automatically renumber, so the list becomes 1–101 without manually updating each value.In other words: Current state: rows are numbered sequentially Action: insert a new row in the middle Desired result: all following rows shift +1 automatically I’m trying to understand: Whether this can be done natively (formulas, views, sorting, etc.) Or if it requires automations or scripting And what the recommended pattern is for maintaining ordered lists like this in Airtable I’m open to restructuring the field (e.g., using a sort/order field instead of manually entered numbers) if that’s the right approach.Any examples, tutorials, or best-practice patterns would be greatly appreciated. Thanks in advance!
I have an automation that sends students an email thanking them for being a part of a short-term trip with the school and I was wondering if Airtable or an extension that I do not know of, could track the engagement of the student on if they opened the email, or if they clicked on a link, etc. I want to make sure that the email is the most optimized to get the most survey responses possible!
Hello,I'm building a new business (creating adult study abroad programs, targeted at the US market) and using Airtable for product management and CRM. I had initially planned to use Mailchimp, via a Make integration, for both marketing and transactional emails, but I have hit a wall importing my initial contact list from Airtable into Mailchimp. I am not a developer and Mailchimp support has been confoundingly bad (2 weeks of effective radio silence, then 3 days of denying that their platform integrates with Make), so Mailchimp and I are going to have to part ways.I am looking for recommendations for a marketing email platform that I can integrate with Airtable - either directly or via Make - without needing to code. Does this exist? I have read on other posts here that Sendgrid integrates directly...but I don't know if this is the best solution. Here's what I need:- robust no-code email editor (similar to Mailchimp)- ability to update contact list based on multiselect tags in multiple
Hi! I need some help, we have a team of people who are linking their gmail accounts so we can send email automations through their personal gmail accounts. I have the automations set up and each team member is going in to link their accounts. Four of the team members were successful, but two people are having issues.The drop down to add their account is not available (greyed out so they can’t click it and add their account). Any ideas on what is going on and how to fix it?
Hi Everyone,I have an idea that I am really struggling with and would appreciate some help. GoalCreate a script/Automation that loops through table 1 to find matching record based on multiple conditions and link those records with table 2.Base structure:ListingListing contains all the properties we have in our portfolio and has various field types. For this specific idea, here are the ones that matter:House_Listing_Price (number)House_Budget_Range (single select)House_ViewType (multiple select)House_bedroom (#)House_land_type (single select)House_property_type (single select)House_region (linked records -> third table containing list of region)OpportunitiesList of all active house searches we have for clients. For this specific idea, here are the ones that matter:Budget range (multiple select)View type (multiple select)Min. # Bedrooms (#)Land type (multiple select)Property type (multiple select)Region (linked records -> third table containing list of region)IdeaOpportun
I genuinely for the life of me cannot create a second interface. im on a teams plan thats set to expire in a few months so i did downgrade but should still have benefits from it.I have a table with 23 rows that I want to give to clients. the link and everything works great and they can take all the actions required.Where I’m having issues is when I try to create a second interface, I click new interface and it just adds it as a page. I genuinely do not see a way to create a second interface.I even go back to “data” then back to “interfaces” and it just puts me back into edit mode for the first interface.Genuinely losing my mind
I’m looking for an extension that would allow me to receive SMS to a specific number, and have that populate field (or Create Record) in a base. Reading up on Twilio and Whippy and some others, and it looks like there are plenty of options for sending SMS, but can’t find anything there about receiving one. Any insights on what’s available or maybe I missed something with the capability of those tools.
Hello Community.I want to create a form where the user is inputting an on-call schedule. They will add a technician’s name and the dates he is covering, then if they have another technician, then they add the next technician’s name and dates he is covering.Since Airtable Forms does NOT support “Add another” button in the same form. I need a work around for a form that would have repeatable sections.An internet search told me I need two linked forms – but I can’t find anything to help me do thatThis is what I have. A table for the On-call schedule where a year of weeks is set up with the start and end dates for that week, and the property.I then have a On-call Assignments table that has the technician’s name, the work week they are assigned.Then I have two forms that I want it to seem logical for the user to fill out and, I want the tables to logically be; This technician → belongs to → THIS schedule → At this propertyAm I on the right track? How to I wrap this up in a bow? Thank you a
Hey guys,I'm looking to connect Google Analytics 4 or Google Tag Manager to Airtable. I can't seem to find a direct link option or any place to input custom code snippet to achieve same purpose.Thanks a lot!
I created a schedule but when I share the public link I want any user if they click the location it the address comes up. If they click a person their email and phone number come up. There is other information connected to each person so I don’t want everything to be shown just those fields. It works correctly for me when I’m in the edit screen of the interface but when use the public link I get a message that says “Record details are not available.” The fields of these areas are all “Link To”. Any help you can give would be great. I have gone into the User Actions, toggled it on and clicked into the details. The permissions are View Only and list the areas with the information I need. If anyone has any ideas let please let me know. Thank you!
I try to use lookup tables to reduce duplication of data entry in linked tables. Here is a common scenario and I am trying to solve this. If the lookup value in a table is itself a record, can I do a lookup of that record? So basically, a lookup of a lookup?It seems that I cannot. But it would be super helpful. Or if anyone has a hacky way to solve this, I’m open to it. Here is table Data, which has its own lookup field from ‘Activity’ to Table Experiment Then in table ‘Analysis’ I do a lookup of Experiment from linked record to Data, which AT automatically called Experiment (from Activity)(from Data) What I want to do now is call a lookup from that Experiment (from Activity)(from Data) lookup field. I don't think AT permits that. Basically, I want to pull in another field/property of Experiment through a lookup. If ‘Experiment’ were a directly linked record, that wouldn’t be a problem. But since that record is itself a lookup, I don’t have that option. All this chained lookup is to
Hello all, -- newbie alert…Hopefully someone can help me.I duplicated a form (under the form building option) - changed a few fields. I want the data to go to another Airtable base that I’ve created but the source option is greyed out… Thank you in advance :)
I need to speak as fast as possible with Airtable support team in order to upgrade my plan. Please if someone has any point of contact reply as fast as possible.
Good afternoon, everyone, I’m now trying to set up my tables so when “Shoot Date” is updated in the “Shooting Schedule” table, the box is checked under “Interview Scheduled?” in “Interviewees’ Contact Status” for the corresponding interviewee, in this case, Alan Barker. Shooting ScheduleInterviewee Contact StatusHowever, I’m running into issues when setting up the automation. I think I’ve pinpointed what the issue is based on reading previous threads in this forum with similar problems to mine which is that the Record ID is not changing from the ‘Trigger’ to the ‘Action’ step:AutomationSo, I’m kind of stuck as I don’t know how to find a different Record ID so I can get the ‘action’ to work successfully.TROUBLESHOOTING I’VE DONE SO FAR:For the trigger step, I’m not entirely sure how many fields I’m supposed to select. I only selected “Shoot Date” initially and the automation didn’t work so I thought the issue might be I didn’t select “Cast” which is a linked record to the database of in
I have a table (Invoices: House) that uses a sequential Invoice # entered in a field type: Number. I am currently entering each one manually as I create a new invoice record in the table. I would like to automate the process of assigning the next sequential number as I create a new invoice record.I am trying to figure out if I can do this with a formula or if I need to use an Automation or a Script.Does anyone have a way to do this?Thanks, Scott
Hi -I need to collect data on the number of projects per month that change from “potential” to “launched”. We currently have this field set up as a single select drop down that we manually update once the project status changes. I am assuming in order to track this I will need to add a time stamp or something to the changes being made? Or can an automation do this? We need to track over the entire year the total number of product status changes, but I am unsure how to collect this info. Maybe a monthly report that gets emailed to me showing the changes that I can then tally?Appreciate any help/ideas! Thank you!
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