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Our finance department wants to start using Airtable to send out invoices to vendors. Is there a way to place a template invoice somewhere, and then have an automation modify the template pdf with chosen data from our vendors listings with their invoice? (i.e- from template to a customized pdf with their information, amount to pay etc).

I would like to generate a PDF out of a record (to easily visualize the data) and attach the record as an attachment. I would like to do this for all the records in my base. Any ideas on how to do this using either a script or Zapier/Integromat, possible using Formstack (does not have to use formstack though)? Would love any insight - I am capable of coding in JavaScript and can leverage that if necessary.

Hi there - I have a list of outputs and am trying to create a PDF listing those. Is it possible to create a PDF via script? Or what other methods are there other than one line per PDF? How could you use the PDFs if linking all records to one record in another table?

Hi AllI am new to Airtable…..I have set up a base with all my customer records and imported sales data to populate all my fields.Now that I have new sales data, I cannot import the data to over-write existing data. All I seem to do every which way I try is create duplicate account information with new sales figures.This is really frustrating. I have tried using data from excel, CSV file as well as Google Sheets with the same result.What am I doing wrong???? Any help will be appreciated.

I'm running into an issue with how our team interacts with our employee database through interfaces.We have staff who need to edit certain fields in the record detail view, but we're constantly running the risk of someone accidentally overwriting key info with a wrong input. Making the detail record view view only isn't an option, because they still need to be able to update certain data when necessary.What we really need is some kind of toggle in the detail record view that lets you switch between "view" and "edit" mode—so by default it's safe to browse, but editing can be turned on when needed.Is there anything like this available? Or any workarounds you've used to prevent accidental edits while still allowing flexibility? Thanks! 

When adding a sync table to our base, we have an option to either “delete the records” or “leave the records” in the destination table when the records are deleted from the source table. See screenshot below for a screenshot of this option. I find this Sync Setting problematic for 3 reasons: It’s not truly a “sync” if the records are mismatched between 2 tables. We have absolutely no way to distinguish (in our destination table) whether or not a record was deleted in the source table. Airtable gives us absolutely no way to tell if a record still exists, or if it’s just a “phantom ghost record” that once existed a long time ago. This is yet another security hole in Airtable. If I delete a record from a base, it’s probably because I don’t want anyone to see that record anymore. Yet anybody who has formerly setup a sync to my table can now see previously-deleted records. From a security standpoint, this is greatly flabbergasting to me. Can someone please help explain the above 3 c

Is there a way to enable AI Assistant in a shared base view (from the shared link option)? I understand how to use AI Assistant currently as a user with access, but I share a raw database periodically with stakeholders without user access and it would be helpful if they could hit the database with their own queries.  

Hi!  I might just be silly, but is there not a way to copy and paste a status across several records in list view? In grid view it’s easy, just copy a cell and paste. Is there not an easy and quick way to do this in list view?

I manage a small farm, and want to build a better wholesale order system. I feel that what I want to do should be possible with airtable as a backend and an intergrated form builder (and/or using make.com automations), but I don’t currently know what tools to use. So I’ll describe what I’m trying to do, and see if anyone here has some suggestions to get me started. I’ve spent quite a lot of time with jotform and fillout, and don’t think they have a good solution.Ideally I’d do the data entry on airtable, and a form builder would automate a lot of the rest of the process.There are a few things that make the form building challenging:We deal with dozens of products changing each week customers order in different “units” (retailers will order 30x bunches of carrots, a restaurant will order 10kg; a retailer will order 25 bags of salad, a restaurant will order 3kg) customers have different pricingI’ll struggle to articulate in words what I’m trying to do, but I’ve built a demo table that wo

I have a Form that is submitted and an automation to respond with the same attachments to every form requestor. I realize I cannot add just a add a PDF straight to that field in the automation for emails. SO My question is how do I somehow get it to pull up and attach the same document to every form request? I am wondering also what it means to add an attachment via Table and Field Id’s , can i reference an attachment in a certain record? : These are the options on what I can add as an email attachment.  

I’ve made a print designer template with an A4 canvas. Every time I print it, it consistently exports two pages rather than one, and the first is always blank.  I’ve checked for random elements outside the canvas; however, I can’t seem to find any.I tried to shrink down the export, but that does not work either.Does anyone have any idea how I can get rid of the blank page?

Hello community,From my understanding, Airtable’s native scatter plot doesn’t allow you to plot individual data points. It only allows you to plot an aggregation for each x-value. Therefore, it also won’t allow you to associate a plot point with an individual data record. I know there’s a way so that the user can click a plot point and see the records associated with the point but what I want is for each plot point to have a label beside it (the name of the record).Here’s what else I’ve tried so far:Softr.io - but I encountered the same problem (it only allowed me to plot aggregates) quickchart.io - it works! but it doesn’t have that clean, professional feelSo, what’s the best way in your opinion to create a scatter plot with Airtable data?Here’s a summary of my requirements and goals:Must be accessible in the Interface Must have data labels for individual records Would like it to be as easily accessible as possible. Having the chart be embedded into the interface so that the user does

Problem SummaryI'm building a WhatsApp AI concierge system using n8n that sends data to Airtable, but I'm having issues with field expressions not being processed correctly.Current SetupTool: n8n workflow Integration: WhatsApp → n8n → Claude AI → Airtable Airtable Base: "My Premium Concierge - Master Database" Table: "WhatsApp Automation"The IssueWhen I use expressions in my Airtable node fields, they appear as literal text instead of processed values:What I'm trying to capture:Phone Number: Real customer phone number Client Name: Real customer name Notes: AI response from ClaudeWhat I'm seeing in Airtable:Phone Number: $node["Code"].json["customerPhone"] (literal text) Client Name: $node["Code"].json["customerName"] (literal text) Notes: $node["HTTP Request"].json["content"][0]["text"] (literal text) Phone Number: 34630158432 (actual number) Client Name: John Smith (actual name) Notes: Hello! This is Lincoln Silva... (actual AI response)What I've Tried✅ Fixed values work: When I use s

I think this formula IF({Last Deployment} = 'MM/DD/YY', 'MM/DD/YY', "*") says: IF (the value of the field Last Deployment is a date, show the date, otherwise pop in an asterisk (instead of #ERROR!)) But what I’m getting now is either an  * or #ERROR! - pretty much the opposite of what I am trying to accomplish. Help!

Has anyone experienced all of your progress in Airtable Academy disappearing?  Logged in today and all of my completed courses and certifications are gone?

About revision history… Is it possible to export the data of revision history? not even over the API? With user accessing to over the portal, without base access, is the revision history working too? does it record who (name or email) is adding/changing this or that?Thanks

Hey all! We are just getting into using Airtable more across the company and are wanting to connect it with several of our existing systems (Sage Intacct, Workday Adaptive Planning, Asana, DocuSign, Google Suite). We are looking into Zapier, Workado, Make, and Power Automate. Do you all have any experience with any of these? Are there any others worth checking out? Thank you!

We are trying to set up an 0Auth connection for retool. Unfortunately the Dialog to define Scopes and select the Base does not load/open at all. When I click “grant Access”, a loading wheel appears but nothing ever happens. Does anyone have an idea where the problem could be ?  

I’m looking for a way to track all the members of my teams workload. By that I mean I would like to imput a specific amount of time that they work each day, week, or month and then add the estimated time to complete to each of their tasks. That way I can easily check to see if someone has too many tasks for the amount of hours they actually work, or if someone has un-used time I can schedule specific tasks to them rather than someone who is completely full.

Looking to optionally TRANSPOSE the grid view so that Fields are shown on the vertical and Records across the horizontal. Grounding: I have two particular sheets - one is best presented Fields across / records down but the other requires fields down / records across (for reasons of navigation, data entry and readability. no functional changes, just U/I = transposed grid))

Hi our team uses form view to get status updates from people. We have people table, project table, then status update table that joins things together, and I use a formula to eventually display only the latest update. We’d like to get some finer grain on the update though. For example say we have John, Sally, and Bob giving updates. And we have Project1, Project2. In each of project1 and project2 we have possible categories of work being say, “prerequisites”, “training”, “execution”, “delivery”. Right now our form collects only name & project, and that’s it. But for example if John is working on “delivery” for Project1, we want to know that level of detail as well. I’m having trouble understanding how I could do this in airtable forms. In Google forms the checkbox grid would come in handy. But I don’t know how to to pull this off in airtable. I tried an automation to create records in another table when form was submitted but then I hit the wall of multiple projects being CSV separ

Hello everyone,I want to share a frustrating experience I had with Airtable’s billing practices to warn others who might find themselves in a similar situation.The IssueI recently downgraded our workspace from the Business plan to the Team plan. However, we were still charged for both plans simultaneously without clear communication that the Business plan needed to be canceled separately. The invoices for the Team and Business plans appear in different interfaces, leading to us being charged double without realizing it.Communication with Airtable SupportI reached out to Airtable support multiple times over several weeks to resolve this issue. Here are some key points from the email exchange:Initial Confusion: I contacted Airtable support to understand why we were receiving two invoices per month for the same workspace. They clarified that we were being billed for the Business plan, which had not been canceled, in addition to the Team plan we had downgraded to.Refund Process: Initially,

Has anyone found a workaround for being able to track who submits a response setting blocking people without Editor seat type being unable to upload attachments in the form?I have a form that we need to see who created the item and also allow them to attach items to the attachments field. When you enable the “See who submitted a response” setting it appears that only users with Editor seat types are allowed to upload items. I've tried adjusting the permissions on the attachments field itself to allow setting it via forms, but that does not solve the issue. 

All automations which include a Repeating group on a given base are erroring.When testing, error shows: “Rate limit exceeded: too many jobs have been created.” -see image below.When running on its own, error shows: “Invalid Input List”No automation runs limit has been met, No API call limits have been actually exceeded, Find Records limit has not been exceeded, Repeating Group limit of items/records which can be looped has not been exceeded. Automations worked great for months/year, but started erroring all of a sudden yesterday. Nothing has changed. I tried building new automations with repeating group, and even new automations fail. (started implementing scripts instead of repeating groups, and scripts do work) I already reached out to support, but did not receive a human-like answer yet.​@ScottWorld ​@TheTimeSavingCo ​@kuovonne any thoughts, ideas, similar experiences? Wanted to share this with you.Thanks guys!  

Hi. I am using Airtable to track Multiple projects in my role as Chef of Staff. Each Project has multiple smaller projects each with its own set of tasks. Each project has its own list of vendors and different individuals responsible for activities to that specific project. Each project has its own budget. I'm struggling to figure out how to load this format in my Base which I call Anatoli's Super Tracker. Can you show me where to learn how to do this or give me some directions. Thanks. Dave. dave@nexttackconsulting.com.