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Does anyone have an example they can share of a “Now, Next, Later” style roadmap they’ve set up with Airtable? Would be interested in learning how you went about setting it up, since the Airtable timeline view is tied to dates. Thanks!

At work I have an Airtable base as in the attached screen share.I need to create one like this for my daughter soccer team. Is this a timeline view? meaning I would have to pay to create one?Thanks M

Hi, I am total new for airatable. So sorry in advance if it was asked before. But I was not able to find it. I am trying to figure out if Airtable could be use as kind of an ERP. Basically create orders by our sales and than “do automate stuff around it”. Basically I am starting to create table with Form that they would fill up/use with new order. Now to question. Is it possible to create Unique ID that would have specific set of numbers and logic around it for each order? For example: Every order would have unique number Every order number is exactly 10 lenght First two numbers are fixed (11-----) Third and fourth nubmer are last two digits of year (1122…) Fifth number office number (Karen is from Europe office so it would be fixed “5” but Bob is from America so he would have fixed “6”, etc… last five numbers are always unique number always increased by 1 from 00000 to 00001, 00002, etc… Can this be done in airatable? Thanks and have a nice day, Matt

Hi Airtable Community,I am having an issue with a formula that I was hoping to get some help on. Here is the issue:We do our invoicing on Airtable. We have a few different types / categories of invoices - they are as follows:Quotes: This is what we use when we have to submit a price 1st before any approvals to begin have been granted.Suppleental: This is like a change order - we use this when the job has changed and or scope was added.Estimate: This is used  when we have submitted a price but it has not been approved - what we call "settled"Invoice: This is what we use when we have submitted an estimate and it has been approved. We have the primary field be a concatenation field that takes the name  of the customer, the type of work it is, and then looks to the "(MIT) Settled Date" field and if it is empty, uses the word "ESTIMATE" as the last word of the primary name. The thinking here is that when there is no date in the "(MIT) Settled Date" field, it has not been appr

I've got a table that has a single select field. I'd like to parse all records in that status by airtable user, and send that user all records in 1 email once a month.I've got this worked out kind of, but it emails each per matching record - I'd like to make it send 1 email and include all records. Screenshot is what I'm doing that emails each record to that airtable user.  

I got a table with DOB in date format dd/mm/yyyBest way to filter those records whose anniversaries (mm/dd) are within 5 days ahead?

Good morningat the interface level when adding a new customer, is it possible to find a solution for duplicate customers (who have the same telephone number)??The objective is to distinguish duplicate clients or, if possible, block the addition of a duplicate client.for example color duplicate records or add a new field that counts if the same number repeats or use a script in the interface

Hi there! I am looking for a solution how to export my Airtables to Excel (or csv) and change the number format at the same time. Example: I have a column with prices and they’re displayed in the format $1,000.00 but I need them in the format $1.000,00 as I am in Europe where this format is more common. Is there any chance to get Airtable and or Zapier to do that? Cheers, Tobi

Hello Airtable Community,I hope this message finds you well. I'm currently working on a project where I've implemented a referral code system in Airtable, and I could use some guidance on handling potential duplicates.Here's a brief overview of the situation: I generate referral codes in the format "Four letters of firstname, -D, and last 2 digits of the phone number." For instance, if I have a user named Johnathan with the phone number ending in 19, the referral code would be JOHN-D19. If i have another user named John with the phone number ending in 19, the referral code would also be JOHN-D19. Now, the challenge I'm facing is that I want to avoid assigning the same referral code to different individuals. To achieve this, I'm looking for a solution to identify and handle duplicates. Here's the logic I'm aiming for:Identify Duplicate Referral Codes:If the referral code is duplicated, proceed to the next step.Check for Same Person:Compare the email and phone number associated with

Hi All,im trying to create a button in an interface, of which the interface has a project record picker, that will trigger an automation, to find records in another table.the project picker is set to a particular table called PROJECTS.the button is set to find records in a table called PAYMENTSwhen creating the button and setting up the automation, the conditions of the FIND RECORDS option can set up all the requirements but won’t limit to the particular project that the Record Picker has selected. In fact it won’t let me have any condition relating to the PROJECT. When I test, it picks all records not limited to the PROJECT. Is there any way to let the RECORD PICKER limit the button automation selection… eg.Record Picker: set to PROJECT number ‘100’. So all records assigned with project number 100.Button set to find all records in PAYMENTS tab with other conditions, but can’t set it to only also find records assigned to project 100…? Thank you

Some photos I upload into a table appear sideways both in the table view and expanded cell view, even though the photos themselves are upright in the upload window. I tried to rotate them 90% so they appear sideways in the upload screen, but then they rotate 180% to still appear sideways in the table facing the other way. Help?

I uploaded a bunch of portrait character wardrobe photos but they all flipped landscape. Sucks, but I can’t even figure out how to flip them one by one once in - or even how to reload and ensure it doesn’t happen again. This is the first time this has ever happened - it’s never happened on headshots or location photos. Is there a setting I need to set in the table? Or can I rotate or edit a photo once uploaded? I know Airtable is more of a storage device, not photo editing - but this is not the way I uploaded them originally. Thank you!

I would like to build a library of follow up emails that are stored in a table that will go out to customers at different times depending on where they are in the sales process.  I would like to personalize the emails and provide some other specific information specific to their account.   I envision it as it being kind of a form letter with variables situation For exampleDear {Customer First Name}We have you scheduled for service on {Service Date} arriving between {Start Time} and {End Time}.We look forward to seeing you{Sales person name}There will be 5-10 different emails so I would like for these to be stored in a table that can be easily changed or added to and can be run through a single automation.   I would appreciate any thoughts on how this could possibly be accomplished.  I"m open to using formulas, automations, scripts..  Thanks in advance!

Hello Community.. I hope all is wellI built an Agenda database that has recurring events such as "Daily Lunch Time" and "Weekly Team Meetings" etc.. Keep in mind that new Agenda items with new frequencies keep adding up. Setting a recurrence automation is possible, as a new record of the same Agenda item gets created every time the item is marked done. But what if I need to see the items for the whole year from now, without waiting for the items to get done, and without having the automation run endlessly? I have been looking at a formula or automation for recurring events with different frequencies while having an stop date for the recurrence. would truly appreciate your support if anyone knows a perfect hack for it without the requirement to write a coding script (as I am not experienced in that) neither I hope my question is clear. I truly appreciate your support.Best,Hamda

Hi everyone,I need some help to build some automations please.I would like to modify status after specific period.For example, when a new record is create, the field "creation date" fill be filled.for records below 3 days I want to automatically change the status to "Less than 3 days"for records between 3 days and 5 days I want the status "3 to 5 days"records between 5 days and 10 days, status "5 to 10 days"and below 10 days will have no status. I already tried to make automations with "on this date or later" and "on this date and earlier" but it's not working properly.Thanks for your help and merry christmas!

Is it possible to get AirTable to generate X number of records in a table? Example: Table: Batch Col: Date Col: Batch Number Col: # of Units Produced Table: Units Col: Batch Number Col: Serial Number I’d like to create a record in Batch table, and if I say 10 units were produced in that batch, then automatically 10 NEW records appear in Units table (all of them linked to their batch in the Batch table) and all of them assigned automatically a sequential number (starting number would be MAX of whatever serial number is already in tab from PREVIOUS batch). I can’t even begin to wrap my head around this one. So, the two main issues would be automatically creating X records based on the event of another table AND auto generation of serial numbers starting off at the last serious number of previous batch. Is this impossible?

Hello, probably this topic was discussed here in several ways, but cant find final solution for us. We need to make payment list and as some of the payments are made every month, once click on checkbox, that was that particular row in table payed, it will automatically make copy of the row to next month. Any idea how to do this please? Thank you!

Schedule repetition frequency of a transaction or event based (daily, monthly or yearly). Kindly provide suggestions or feedbacks for improvements. Especially, I want to workout more edge case issues. // Query for every record in “Table” let table = base.getTable(“Table”); let query = await table.selectRecordsAsync(); let srcDtl = await input.recordAsync(‘Select the row to repeat?’,table); if (srcDtl) { // Begin logic of creating repetitive transactions // Replace ‘Field’ with name of the field in your table let field = srcDtl.getCellValueAsString(‘Field’); output.markdown("#### You selected “”+field+"" as the source budget"); // Display frequency options let freq = await input.buttonsAsync('Frequency',['Daily','Monthly','Yearly']); // Replace 'Date' with date field in your table let srcDate=new Date(srcDtl.getCellValue("Date")); let nextDate = new Date(srcDtl.getCellValue("Date")); let ctr=0; // Obtain how many times the operation is to be repeated let freqLen = await input.textAsy

I can't find all the data I input on 12/20/23, I believe I may have created my spreadsheet under tutorials vs. base. Now I can't find any of my data. I've looked everywhere and can't access it.Help!!!

// Async function to process the scoringasync function processScoring() {// Revised scoring guide structureconst scoringGuide = {"Question1": {correct: ["$5,000,000 - $10,000,000", "$10,000,000 - $20,000,000", "$20,000,000 - $50,000,000", "$50,000,000+"],partlycorrect: ["$500,000 - $1,000,000", "1,000,000 - $2,500,000", "2,500,000 - $5,000,000"]},"Question2": {correct: [">500 employees", "350 - 500 employees", "150 - 350 employees"],partlycorrect: ["10 - 50 employees", "50 - 150 employees"]},"Question3": {correct: ["Financial Management, Time Management & Organized", "Construction Estimating, Organized & Risk Management"],partlycorrect: ["Communication Skills, Leadership & Team Building"]},"Question4": {correct: ["Directive", "Democratic", "Commanding", "Pacesetting"],partlycorrect: ["Visionary", "Laissez-faire", "Coaching", "Transactional", "Affiliative", "Transformational"]},"Question5": {correct: ["Client Satisfaction"],partlycorrect: ["Quality Assurance", "Safety Com

I am trying to get set up a task system with sub approval stages that update dynamically if they are done early or late. Check out my video for more details.https://www.loom.com/share/c2033ce26af54a62b5d4cc53c8e3c5ab?sid=bec94e89-54e0-4d89-a231-06bfa8872361

Hello, I have an issue in my company where different departments are sending incorrect clarifications to my department. Now, I want to create a form using Airtable where colleagues can describe their concerns. Once they submit the form, a clarification will be automatically sent to my department in Salesforce (with the correct values). Is this feasible?

Scenario:As a club manager, I need to organize recurring and one-off events with different ticket types. My goal is to use Airtable to input event details, including frequencies, ticket types, and relevant information. To simplify planning and coordination, I want to visualize these events in a calendar view within Airtable.Problem to Solve:How can I efficiently set up Airtable to manage both recurring and one-off events with various ticket types and present them effectively in a user-friendly calendar view? I'm looking for advice on structuring the base, utilizing fields, and best practices to achieve a clear and organized calendar display of upcoming events. Templates or step-by-step instructions would be greatly appreciated. Thank you for your help!

I am very new to airtable and just learning. I am building a base for a company that delivers pet food (B2C). and each record in the base is a client with some specific info like (the date of the first scheduled delivery, the day of the week that deliveries should be made and also if he should have a delivery made every week, every 2 weeks etc. I would like to build a calendar in which I could look any given day and know all the clients I should be delivering that day. Any help helps  I am stuck in how to build the calendar part using the client's info, how to automatically set all the future delivery dates based on the client's info.

I am using a date field to gather reservations. I need to exclude or block the weekends from choice. Anyone know how I can do this?