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Hello all,I'm encountering an automation issue that I thought adding a delay action would resolve—allowing sufficient time for all record data to populate before triggering the email. The setup: Our work order base captures information and automatically emails the assigned technician. While most fields transfer correctly, two field agent fields consistently fail to appear: "Job Name" and "Scope of Work." The first field: The second field: The workflow is: The PM manually enters the Scope of Work, which then populates both the Job Name and Job Summary fields. These should all be included in the technician's email.The inconsistency: Manual testing of the automation shows all fields displaying correctly, but live submissions of new work orders result in missing Job Name and SOW data. I need the automation to run reliably without manual triggering, and populate those fields to the technician  Email output:  Message body:Any insights into what might be causing this? What am I doing wrong? 

Hi everyone,I’m trying to set up an inspection workflow for electrical equipment on construction sites using Airtable as the main database.Each construction site has several inventory items assigned to it through a junction table.For every inspection visit, a technician should be able to:Start a new inspection report linked to one site. See all inventory items connected to that site automatically listed in a form. Record for each item: condition (OK / Defective / Needs repair), comment, and photo. Submit once → this should create: one “Inspection Report” record, and multiple “Inspection Entry” records (one per item). After submission, a PDF report should be automatically generated and attached to Airtable. I’m looking for suggestions on which tools or integration methods could handle:dynamic data loading from Airtable (linked items per site) creating multiple related records from one form submission automated PDF generation mobile-friendly use for on-site inspections  Any recommendat

Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records. I've recorded a Loom to add context: https://www.loom.com/share/b24fb5b8f11b4a18a786075e2966d681?sid=7454058e-7874-482e-9696-99a4cbde75c3 Looking forward to hearing your support.

Looking for input and suggestions for the best approach. I am collecting information via surveys and interviews. Records are created for each survey response based on the respondents name. Based on that survey, I will then be interviewing a select number of these survey respondents. Is it better to have a separate table with notes about interview on a new table, or the same table. If I use a new table, what would the primary field be? I’d still want my notes associated with the interviewees name, right? I initially had a formula for the primary field that used the linked record of the survey respondent i chose for the interview. Seemed clunky..ORShould I just add fields for Interviews in the same table and have a separate table view when needing to add interview data? Notes: I already have another table that will essentially catalog responsibilities each respondent owns. This makes more sense because the primary field here is obviously the responsbility name, linked to the contact/surv

I have an automation triggered by an incoming POST web hook.I do not have control over the format of this workbook however it send its content as a JSON whose structure can vary but at the top level contains a key "data" which is an array of objects each containing information about a particular answer in a form response.e.g { "data": [ { "title": "What survey/inspection would you like?", "description": null, "type": "choices", "key": "d747n", "custom_key": null, "value": "Level 1 Health Check" }, { "title": "", "description": null, "type": "hidden", "key": "4pf996l", "custom_key": "age", "value": "4" }, { "title": "", "description": null, "type": "hidden", "key": "9b8fc", "custom_key": "cost", "value": null } ]}This means that the when trying to use the data in a script using inputConfig it wants to create a list of values e.g a list of all "custo

Hi all - I’m validating a tool idea for sales and marketing professionals who use Airtable — but I need to make sure it’s solving a real problem and not just my own curiosity.I’m looking for a few folks who actively use Airtable for CRM, campaign management, or outbound tracking and are open to a 15-minute chat about how they handle messaging, outreach personalization, or content alignment today.Happy to pay your consulting rate or offer a gift card — since I’m asking for your expertise.If that sounds like you, please comment or DM me — I’ll reach out to schedule a time. 

I’ve checked the documentation, but I don’t exactly have clarification on this point, since the explanation is spread across a few different articles.I’m trying to make comments work a little better for my org, and I’m looking into using User fields to auto-set comment watchers. Based on the docs, I understand that “Notify users with base access when they’re added” means they’ll be automatically watching the record for incoming comments, but the language of that sentence is a little unclear. I’m afraid to turn on the setting for fear 200+ people are about to get hundreds of emails. Some questions about how this setting works:Do only users with base access get notified? Are interface users not included? Is the implication that adding a user to that field gives them base access? (Almost certainly a no, but the sentence can be read that way.) What does “notify” mean in this case? Are users notified by email when they’re initially added to the record, or are they just added as comment watc

Hey, so my Airtable account got downgraded to a free plan, and I didn't get any warning.I had to pay extra to fix it. I emailed support over a week ago, and no response yet. I saw in other threads that my emails might not be going through because my email bounced once. I'm worried that's the problem, and I can't reach support, which means I'm missing important account updates.I guess I could change my email, but that's not ideal. Has anyone else had this happen, or can you help me get in touch with support quickly?

Hello, I have a feature request for the form usage. I would like to have the possibility to have dynamic response in a field depending on the value provided in a previous fields. For instance if My Main category is "Product" selected from my drop down list, I would like to have only subcategories linked to "Product" available in my second drop down list. How could I do it ?

Colleagues, good afternoon!I work as a Staffing Manager for an outstaffing IT company. We use airtable to manage information on requests from our clients to IT specialists.We have created a table in the form of a dashboard in which we create request cards from clients with the name of the client, the name of the request (which specialist he is looking for), what rate the client offers for the work of this specialist and the status of the request itself (example in the photo).Now we want to connect analytics of our work with clients in the form of Charts and figures through the Interfaces functionality.It turned out to set up the calculation of the number of transactions for the period, the statuses of transactions for the period, and the average request rate for the period. However, we faced difficulties in building a conversion analysis report. Let's say what percentage of requests for each client reaches the status of 1st interview, what percentage of requests from the Submitted stat

Hi everyone,I want to bring attention to a much-needed improvement for the record picker in Interface forms, as originally discussed in this post.Right now, the record picker only shows the primary field, which makes it very difficult to select the correct record when there are similar names. For example, in my school’s internal system, we manage students, courses, homework, and exams. When enrolling students or linking to assignments, we often see multiple records with identical or unclear names—and no way to differentiate them.A simple solution would be the ability to show additional fields (e.g., date, type, ID, or status) in the dropdown menu. This seems like a small change but would greatly improve usability across many use cases.I know Airtable is doing great work with AI and advanced features, which I really appreciate—but I hope the team doesn’t overlook these core UX needs that impact day-to-day use. For some of us, this is genuinely a deal breaker.If you agree, please upvote

Hello everyone,We are an experiential marketing agency (BTL Activations) currently optimizing our project management system in Airtable. Our challenge is to build a single system robust enough to handle the complexity of our activations, managing both the top-down master plan and the fast-paced daily service requests.We are looking for examples, case studies, or video tutorials that demonstrate a base structure designed for agencies, specifically focusing on the following two-tier task creation workflow: 1. Vertical Workflow (PM-Controlled Hitos)  Process: The Project Manager (PM) translates the client brief into the main project plan. Need: We need to see how to structure the main Project Tasks table to clearly track Hitos (Milestones) and Critical Deadlines assigned directly by the PM to team leads (e.g., Logística, Creatividad). This ensures all top-level progress is centrally managed.  2. Horizontal Workflow (Team-to-Team Agility)  Process: Direct service requests between functio

Hi everyone! We wanted to invite you to a new beta feature: Microsoft Outlook Triggers/Actions for Automations! If you use Outlook for work, you can use these triggers and actions to more deeply integrate email and calendar into your Airtable workflow (similar to our existing Google Calendar, Gmail, and Airtable Email actions and triggers). The following triggers and actions are now supported: Outlook Trigger: When a new email is received. This trigger fires whenever a new email is received in an Outlook Email account’s inbox. Basic details about the email such as its ID, sender, to/cc/bcc recipients, reply to addresses, message body, received date, importance, and its permalink are included in the output of the trigger. Outlook Trigger: When an event is created. The trigger functions similarly to the existing “Google Calendar: When an event is created” trigger. It fires whenever an event is created in a specified calendar for an Outlook Calendar account. The trigger’s output includ

Hi all,I know that in my organization, we have several bases that use integrations with other tools, including the Airtable → Slack integration. I don’t remember where I saw it, though. As an organization admin, is there a way for me to find out what integrations people are using, and in which bases/workspaces?Thanks, and happy Friday,Joe Montibello

I want an interface with filters and a list of records, but I don’t want the list of records to be visible by default before applying a filter. How can I do this?”

Hi all.So I seem to be stuck. I have a table called People. 100s of records with them all associated with a Company Name (from Company Table). Some people are designated (checkbox) as being a billing contact or primary contact for a company. All of this is great. I made a view called People By Billing view that shows me just those markedNow each year we sent out invoices. We have a table called Payments, with one record for each Company in the Company Table.  This is all good. Here is where I am frozen. What I want to do is pull those that are marked as primary or billing from People to link in the Payments. We want this because we send out emails via the SendGrid tool to those people and attach the Payment ID to it so we can process. I wrote a script that loops through a People By Billing and writes them to a linked record in Payments but it keeps overwriting the record already in the linked record, and honestly, I don’t feel like this needs to be a formula. I don’t want me client to

HiI want to have a small database to control my clients pending payments, the idea is to have a a way to see wich services are paid and wich services are not paid yet.  And create a sort of query to search if for example one  particular client has bills that we need to collect, like a balance sheet of the amount that we need to bill to a particular client, and also a way to mark a bill as paid when the cliente makes the payment (for this I guess the checkbox is the best option)I don't know if the explanaition is good enough, English is not my native language but what I want in spanish is Cuentas por cobrar, wich in English I think it is translated as accounts receivableIs this possible on Airtable? How can I do this, I appreciate the ideas since I am a beginner on this system and I am not a programmer 

Contexte et objectif du projet Nous cherchons à remplacer un cahier de commandes de consommables (fournitures, outillage, etc.) par une application interne simple et automatisée. Le but est de simplifier la soumission des demandes par les employés et de fiabiliser le processus d'achat pour le gestionnaire.Nous avons choisi Airtable comme plateforme de développement pour son approche "No-Code" et ses capacités de base de données relationnelle. Structure de l'application (MVP - Minimum Viable Product) L'application est construite autour de cinq tables liées : Employés, Fournisseurs, Catalogue des articles, Demandes de commandes (le panier actif) et Historique des commandes. Fonctionnalités clés (déjà configurées ou à finaliser) :  Catalogue et Relations : Le Catalogue des articles est lié à une table Fournisseurs. Chaque article affiche son prix unitaire et le fournisseur associé. Formulaire Utilisateur : Un formulaire simple permet aux employés de soumettre une demande. Ce formulaire

We would like to keep the permissions of two bases (one a clone of the other) in sync.In order to do this, is it possible to manage permissions via the Airtable API?Specifically: field-level, table-level, and base-level permissions.Thank you

Hey Airtable community - I’ve got a form we intend to use daily to catalog pictures of our daily jobs. The form I’ve made is linked to our “jobs in progress” page and the idea is then that we open the form “upload attachment”, “from camera”, and then snap a quick photo from someones, boss, employee, whoever’s phone. Then it should upload the pic and update the primary record. I’ve got it all working as intended, but the problem is the default picture size on everyones phone is 2 to 3 MB or more, and then we end up having to wait over a minute to upload different pics / angles of the job, when it should really be much faster. These pics are primarily just for liability, colour reference and potentially some social media so they don’t need to be high resolution. I was thinking maybe find a super old phone with smaller pics but seems like a wonky solution, wondering if there’s anything more elegant to speed it all up.

I have a very simple Cash Dispensement program. For every Cash or Credit Card purchase enter the Date, Vendor, Receipt Amount and distribute the expense to “thing #1”, “thing #2” and “thing #3”. A separate “Balance” column adds #1, #2 and #3 and if it’s the same as “Receipt Amount” there is a check box with a check.  Items without a check indicate a problem. I go back and correct the dollar amounts as needed.I have created an automation that updates when one of the four fields are updated. Here is the formula for the “Balance” field:{Receipt Amount} = {#1 Amount} + {#2 Amount} + {#3 Amount}. If TRUE I get a check mark, if False I get a blank in the check box.This worked perfectly when the field was first created.  As I correct the numbers the the Balance field doesn’t update.  When I erase part of the formula sometimes it corrects, sometimes NOT!My personal feeling is the action is being timed out by an Internet connection or high traffic and it’s not completing the update. I live in a

Hello, We’d like to make our dashboards nicer by adding dynamic welcome messages that are personalized for each user. Could you pls advise me how to implement this? Appreciate your responses. Thanks a lot!   Christine

HiI am using Airtable with Fillout forms for a client project based in UK.  Apologies, this question is more about Fillout.I am happy that I can get request a DPA with Airtable in relation to GDPR.Fillout say that they are GDPR Ready but then state that only Enterprise customers can have data hosted in EU.Can we achieve GDPR compliance with Fillout on one of the lesser plans, with data hosted in US?Anyone in the UK in the same position who could maybe offer their thoughts?Thanks

I may be missing it, but is it possible to modify font/size of single/multi select fields in the page designer block? I can modify everything else, but I can’t seem to make these bigger or smaller or change the type of font they use.

I am hoping to use a formula to capture clock-in time for employees. Intended functionality is that if the box is checked, log the shift start time as actual start time. If the box is unchecked, override the shift start time with actual time captured in another column. Search results said the formula to use is IF({Checked in on time?}, {Shift Start}, {Check in time if late}). The formula captures a time, but it does not match either date field.Any thoughts on why the formula is miscalculating?