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Our small creative team uses Airtable in a KanBan view to manage client workflow. Each client has a base. Within each base, we typically include the active teammate assigned to the task as a field on each record. This allows us to manage team bandwidth for that particular client, but we still have to manually manage our teams task assignments across various client bases.Is there a way to pull records from different bases within a shared team workspace? We’d like to have an internal view stacked by team member.
Add static Google Maps to attachments based on addresses in a table. Source Code /** * Copyright 2020 Bocoup * * Permission is hereby granted, free of charge, to any person obtaining a copy * of this software and associated documentation files (the "Software"), to * deal in the Software without restriction, including without limitation the * rights to use, copy, modify, merge, publish, distribute, sublicense, and/or * sell copies of the Software, and to permit persons to whom the Software is * furnished to do so, subject to the following conditions: * * The above copyright notice and this permission notice shall be included in * all copies or substantial portions of the Software. * * THE SOFTWARE IS PROVIDED "AS IS", WITHOUT WARRANTY OF ANY KIND, EXPRESS OR * IMPLIED, INCLUDING BUT NOT LIMITED TO THE WARRANTIES OF MERCHANTABILITY, * FITNESS FOR A PARTICULAR PURPOSE AND NONINFRINGEMENT. IN NO EVENT SHALL THE * AUTHORS OR COPYRIGHT HOLDERS BE LIABLE FOR ANY CLAIM, DAMAGE
Is there a way a user submitting a form can save the data filled out before he submitted it? I have a very long form for my users that they won’t fill at once.
My sync stopped working even when I manually sync. When I have investigated what the issue is I did find out that sync stops working when the source base is inactive which could be the case here. But how do I fix this issue without losing any data? I have tried resyncing to the original view and also syncing to a duplicate view. I’m lost.
INTRO:If you’re not a coder then how can I do Java code to make a script? If you guessed it, yes we use LLMs to help us like ChatGPT. But you tried that and it never worked. Welp, there’s some basics you need to know to appropriately instruct, in your prompt, the right details to get a script properly produced. This post will give you the knowledge and instructions to successfully start your scripting journey.WHAT YOU NEED & SHOULD KNOW TO DO:It is ideal that you know how to build automations with the provided Airtable actions. By this point, you’re figuring out that the basic actions are not able to accomplish certain functions you want. What you do need, is to have access to is some form of LLM like ChatGPT, Claude, etc. PREFACE:I’m writing this, because I’m not a coder and early on I struggled a lot in figuring out how to build scripts. The early version of ChatGPT was not great but now they are quite powerful. I like to cater information to the average person. We have some amaz
I am trying to build an automation where multiple choice preferences of a customer under multiple columns need to be matched with another table where these preferences are mapped to an expert. I am unable to find the output of the right mapping. Can someone help with a workflow direction ?
Hello! This week my colleagues and I noticed that the format of our email notifications from Airtable has changed. We used to received email notifications saying the person's name "via Airtable." Now it appears as their email address. The new format makes it just a little harder to keep track of who is sending us notifications. We'd like to revert back to the old display with the name but can't figure out how or why it changed. Any ideas? Thanks!
Hello! I have a table which is sort of like a job application portal for our company. We have a google form which is filled along with roles and role specific questions which then we bring into airtable for screening. Now we wish to have a technical round (Round 1) which is through a seperate google form. I wanted help to get the score from the google form/google sheet into this application portal. As i understand there will be separate source data for the application form and for the Round 1 evaluation form (Seperate google sheets). Hence there might need to be some automation required to be able to match the data of both the sources and add it to the same table. I intend to use the email ID as the matching parameters since the forms are filled using google accounts.
Bonjour à tous 👋 Je suis en train de mettre en place une automatisation entre mes tables “Banque / Paiements” et “Synthèse mensuelle”. Objectif : Quand j’ajoute un paiement (avec une date et un montant) dans Banque / Paiements, Airtable doit automatiquement créer ou mettre à jour la ligne correspondante dans Synthèse mensuelle, et additionner les montants du mois. Ce que j’ai déjà fait :1️⃣ Déclencheur : “Lorsqu’une entrée est créée” dans Banque / Paiements2️⃣ Recherche : “Rechercher des entrées” où Clé mois = Clé mois3️⃣ Création : “Créer une entrée” dans Synthèse mensuelle4️⃣ Mise à jour : “Mettre à jour l’entrée” pour lier le champ Mois (lien) Mon problème :🔹 Le champ Mois (lien) dans “Banque / Paiements” reste vide (ou “dossier sans nom”)🔹 Et je n’arrive pas à faire apparaître “Aucune entrée trouvée” dans la condition de vérification (pour éviter les doublons de mois)🔹 Donc, l’automatisation ne relie pas les paiements au bon mois automatiquement. Si quelqu’un a déjà rencontré
’ve created four tables. Clients is the master table. New submissions from my intake form go straight into Clients.The other three tables are Service_1, Service_2, and Service_3. When I deliver, say, Service 1 to someone who already exists in Clients, I want to link that service record to the existing client—not just type their name again.Concretely: if I start a new record in Service_1 and type “John Doe,” I want that entry to reference the same John Doe in the Clients table, so I can pull his saved info (email, phone, notes) via lookups—rather than duplicating data.What’s the best way to do this?
Hi everyone,I’ve created an interface that includes a list view (see screenshot). This list shows devices (inventory items) that are linked to a construction site record. Adding a new device works perfectly – I can use the “Gerät hinzufügen” button to select an existing record and link it to the construction site.On desktop, removing the link also works fine: I can right-click on a row and choose “Unlink record”, which removes the connection between the construction site and the device.However, on the mobile version of Airtable (the app), I can’t find any way to remove that link. Long-pressing, context menus, or any other gestures don’t seem to offer that option.My question:Is there any way to allow unlinking records in a list view on mobile – maybe through an alternative view, a button, or an automation? Or is this simply not supported yet in the Airtable mobile app?The list view layout works perfectly for my use case, so I’d prefer to keep it – I just need a way for users to unlink d
Hi ,I'm based out of india and using Visa Card to upgrade from Free to Team License. I tried few times but I'm getting below error everytime "We were unable to upgrade you at this time. Please refresh the page and try again.". I tried to refresh and re-do this transaction with other visa card, but that is also not working. Any help on how to get out of this problem would be great?
We have various sales/participation goals that change every year. My idea is to essentially store a unique formula for every goal, for every year, in a text field in a year table. Then in the main table, lookup that text field and somehow create a formula field based on that to do the actual calculation. Is that possible? Year Goal Name Criteria (single line text field) 2024 CP Sales Goal IF({CP Sales Rollup} >= 50000, 1, 0) 2025 CP Sales Goal IF({CP Sales Rollup} >= 60000, 1, 0) Client Year (link) Criteria (lookup text field) CP Sales Rollup Points (formula) ABC 2024 IF({CP Sales Rollup} >= 50000, 1, 0) $35,500 {Criteria} should return “0” ABC 2025 IF({CP Sales Rollup} >= 60000, 1, 0) $75,750 {Criteria} should return “1” In the Points formula field, how do I write the formula? I’ve tried just putting in a reference to the Criteria lookup field: {Criteria}, but that doesn’t work. I assume there has to be some conversion from text
I need to create an interface of a table’s data. It needs to have pages of “cells” that are shown in 3 columns and 10 rows. Each cell has 4 rows (one column) of data, some with labels. For example: First Last First Last First Last Date: 10/02/25 Date: 10/02/25 Date: 10/03/25 Score: 100 Score: 100 Score: 100 Distance: 1000 Distance: 1000 Distance: 1000 Ultimately, I’m hoping to be able to print the grid on Avery labels.Is this possible?
Hello,Please I need help with resolving this blocker I’m encountering with the system adding multiple records of each unique client email to the email sent. I have tried replicating the issue in the loom recording 👇🏼; Looking forward to positive responses and best/ideal recommendations 🙏🏼
Hi All, I try to fill a formula field with an email address based on another (email) field ( Source) using a nested formula:IF(Source = "Direct", "ulf@bayinvent.com" , IF(Source = "Oase" , "info@camperoase.de", "office@globalwingsreisen.de")Airtable accepts the formula but after saving, it reduces it to half of what it should do: IF(Source = "Direct", "ulf@bayinvent.com" , "Oase")What am I doing wrong here?must be a small mistake but I struggle to see it...Thanks for your help!
Hi, I feel this is a tough one and I would like to have some help to figure out where to start.I have a table of contacts and I want to send batch html emails to some of them only, depending on conditions, eg by country. It would also like to populate those emails with data coming from the contacts records, but also from other tables depending on what those batch emails will be about.Here’s a simplified example of what I need. One day I may need to send information about project A (from a “project” table) to my contacts in Canada. A week later I may need to send information about project B to my contacts in England.How would you do something like that? I expect I will need to use some sort of extension like Make, or maybe sendgrid? And maybe some sort of “Campaign” table, and automations?Thanks all for the help!
Hi everyone,I'm hitting a major roadblock trying to consolidate data for our care planning system. The main goal is simple: we need to merge the results of 25+ different assessment outcomes (Core Prompts) into a single Linked Record field on our final tracking table. Basically, we need the system to reliably weld 25 lists of IDs into one final master list. -Our Automation Setup Structure: We have 25+ independent Automations, each dedicated to one Core Prompt (e.g., "Pain," "Swallowing"). Trigger: All 25+ Automations are set to trigger at the same time when a new assessment record is created. Action Flow: Each Automation executes a quick sequence: △Action 1 (Find): Finds all related Care Problem records based on a Formula field value (the core prompt name). △Action 2 (Write): Executes an Update Record to append the found list of Problem IDs to the target record.-Observed Problems & Failure ModesThe concurrent writing of data by the 25+ Automations is causing severe data integri
As I create Interfaces for my database, I noticed that my record selector box for my source table, always defaults to the earliest record. I need it to appear blank, when I first open the table's Interface. Is there a setting that I need to change, or is an "unwanted" feature of the Airtable Interface?
This is kind of complicated and I’m not sure if it will be possible, but here goes. I’m trying to automate data entry for each record I create in my Project table. What I have set up now is a Long Text field called “Paste” where I paste the contents of an email, and several field agents that comb through the text of that email to fill out fields like Project Name, Project Type, Notes, etc. Each email contains the name of several people associated with the project’s production team: directors, writers, and producers. I have a separate table that is a Master Contact List of all the names that have ever been entered, and in my main Project table, I have a linked field called Production Team that links to the Master Contact List. Multiple linked records are allowed so that multiple people can be logged in that field in the Project table. Right now, I have to manually enter all the names. I would love for a field agent to be able to do this for me, but it would require several steps. First,
I want to create an automation that triggers different emails dependent on record conditions. Mainly status changes but also some with multiple conditions. Automation:Trigger - when a record matches conditions - if status not emptyActions - If status is ‘phone interview’ then send email ‘1’Otherwise If Status is any of Phone Interview, Forward to Site interviewand if Last Modified is 5 days ago then send email ‘2’Otherwise If Status is any of Phone Interview, Forward to Site interview and if Last Modified is 10 days ago then send email ‘3’Otherwise if If Status is Site interview set then send email 4Otherwise If Status is Site interview set and if Site interview date is tomorrow then send email 5Otherwise If Status is any of Forward to Trial, Completed interview and if Last Modified is 5 days ago send email 6Otherwise If Status is Site Trial and if Area is any of Motor Vehicle Maintenance and Repair (Light Vehicle, Parts), Accident Repair (Multiskilled, Paint, Panel, MET, VDA, Parts) a
Hey everyone,I'm working on a personal project to automate my daily finance reports, and I've hit a wall that I'm hoping Airtable can help with.I absolutely love Airtable - it's been perfect for managing my financial data. But here's the thing: I can automate everything through the API except for creating and duplicating views. Every month I have to manually create new views and tables for the new month expenses.What I need:Create and duplicate views through the API Duplicate tables and rename them through the APII've tried every workaround but it didn't work. I just need to automate this.This would honestly save me so much time and make the already great product perfect for my needs.Has anyone else run into this? Any thoughts or workarounds I might have missed?Thanks!
Hi! I get a “Connection error. Please check if your local block is running.” when running the extension I created locally. It works on Firefox. This was working previously. Initially, I thought it was related to a Windows 11 update that broke development with localhost, but I rolled it back, and it works on Firefox…I’m using the latest build as I plan on using the new multi table feature (I’m currently using the Web API to query a second table).
Hi all! New Airtable user here. I need help! i have a ongoing master list of every transactions each of my credit card makes.on another table i want to be able to track the outstanding balance of each credit card. i understand i need to use to rollup function, but i cant seem to figure it out!I would appreicate any help!Credit Card Dashboard (where the it shows outstanding balance for each card) Thank you.
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