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Hello, setting up airtable for the first time.  We are a nonprofit looking to track our funds that support our grants.Currently we are using multiple worksheets in excel.I am trying to figure out where to start. I have imported the Fund names and Contact information(Funds).  The next tabs we have are for our investment returns and fees which contains our fund name, contributions, admin fees, investment returns, disbursement amounts and ending balance. We have a worksheet for each year.The common link is the fund name in Funds.  Should I create a table for each year and link it to the funds table by the fund name?  What would be the best way to view the Funds table and see the budget information for each year.Hoping this makes sense, any helps is appreciated.   

Good afternoon,I am using Make.com to pull information from Airtable, generate a letter/timesheet, save this to One Drive then I need to import it back to Airtable as an attachment. The Make.com syntax is fine (and has been checked by the Make.com support team), and when I run it, there is a fleeting icon of a file appearing in the attachment field on Airtable, but then it disappears and the attachment is not in Airtable. If I run this through Cloud Convert to create a PDF, it works, but there is a 10 second delay in creating then uploading the document, which then means further iterations fail. What I need is for the document to pull in as a PDF directly from One Drive to the attachment field in Airtable. Any help gratefully received. It works fine when I use Google Drive, but I’m trying to avoid this as the company would like me to keep it all on the Microsoft subscription.Thank you, Jane

Looking for a solution to display Airtable data in full RTL (Right-to-Left) layoutHi everyone,  I'm looking for a website or tool that can display Airtable data in a full RTL format — not just aligning the text to the right, but also reversing the column order, so the layout is fully suitable for RTL languages like Hebrew or Arabic.  Does anyone know of a platform or workaround that supports this kind of RTL presentation?  Thanks in advance!

Is there a supported way to update Script Extension code using an API? For example, have scripts stored in a GitHub repository, built using GitHub Actions, and then deployed to Airtable. Currently, my team have just been manually copying and pasting code they build locally onto Airtable, which leaves a pretty large hole for human error (even ignoring the tedium of such a task).I have a horrible workaround that I may use if necessary:/** * Fetches and executes the JavaScript file at the provided `path`. * This can be thought of like: * * ```js * await import(path); * ``` * * Except this bypasses CORS and directly injects the remote code. * Wildly unsafe. * * @param {string} path */async function fetchAndRun(path) { const response = await fetch(path); const text = await response.text(); eval(text);}const myExternalCode = "https://gist.githubusercontent.com/ZacHarroldPartum/fa0f6b6e707c8de3edf725ea0747bba3/raw/2f2fd47a248e8c3954727755ad35ac00193ef113/hello_world.js";await fetc

I have a base and different tables. I am working on scenario in Make.com. the logic is watch records ( rsvp table), get a record from ( rsvp table), get a record from presentation Topic, search records( Summit speaker), update Summit Speakers, zoho email, search records( affiliate interest) and then update affiliate interest. When I use id it gives me 200 but no field updated it is clear but when I map data from watch records and get a record (rsvp) to update affiliate interest I get an error 422 it says can not fine such collum. But all collums are there, cache was cleaned, reconnecting was done, tried upsert module. Nothing helps I think problem somewhere in Airtable but where? Will be glad to hear any suggestions? Thanks for help.

I am using the new form builder and want to filter the values of a dropdown field, Product, based on the value of another field, Designer, on the same form.Although I found the "filter records by a condition" option, I cannot see a way to use the Designer field's value as the condition for the filter. Any help appreciated.

I have a form that someone may fill out multiple times using the same email address. I want to use that email address to update the original record created with the new information (if it is new). Can someone guide me through the automation to do this?

Hello. I’m getting started on a database that should hold an asset registry for properties. I need some help if someone can help me navigate through this. I can start by telling you what database I need, how I want the equipment listed out and ways to automate fields. Please let me know, serious inquires only. 

I’ve set up a marketing base and part of what I’m using it for is creating UTM parameters. There are a few fields that are inputted via form, like campaign name and start date. Each of those has a secondary field in the base where the data from the first is made lowercase, special characters and spaces are removed, etc. Then those reformatted fields are all concatenated together into one field called ‘Calculated UTMs’. As is standard with UTMs, several of those different sections are separated by underscores.I’ve set up an automated email to send these generated UTMs to someone on our GA team, and I’m pulling in the ‘Calculated UTMs’ field, but it’s displaying the final UTMs incorrectly - instead of showing with the underscores, it’s removing them and using them as indicators of where to make the text italicized. The field is also shown in an interface, and the underscores are correct there. I’ve tried using asterisks and backslashes around that field name in my automation, but it’s no

Hi there. I have a table "business partners" with records of type "supplier" and "brand" which are linked between each other. a record of type "supplier" can be linked to multiple records of type "brand" but a brand can only be linked to one supplier. i always want the links to be two way. i.e. if i add the record "Gmail" to the table and link it to the existing record (of the same table) called "Google", i want airtable to automatically identify that there is a missing backlink (ie. record Gmail has "Google" in its "link" field, but record "Google" does not have anything in its link field) and link the record "Google" to "Gmail" automatically. i have an automation that can trigger based on view conditions correctly. i want the automation to trigger, then "find" the linked record (i.e. Google) by ID and then copy whatever existing links are in the "link" field and add "Gmail" to that. However automations refuses to find a record in a table based on the values of a "link" field. ev

Question:What are the best practices or automation options in Airtable to manage and proactively govern user licenses and access?Details:We're currently reviewing our Airtable usage to optimize license management and access control. Our goals are:Reduce the number of licenses to under 50 (e.g., a user like Stevie B. currently has two licenses).Convert some Editors to Viewers where appropriate.Remove access for users who no longer need it.Identify unknown users with access and resolve their status.We would also like to develop a governance process to prevent this from being a recurring issue.For now, our model involves each admin monitoring Editor licenses whenever adding a user and reaching out to teammates if any license changes are needed.We’d love to hear:How other teams handle license management efficiently in Airtable.Recommendations for automation or tools to track and alert admins about license usage.Any governance frameworks that have worked for similar access management needs.

I have 3 tables: A, B and C that are linked A→ B → C.  All child records are one (parent) to many (child).  Is there a way to have A pull in unique C records?  I can pull in a list of C records into A by using a lookup field.  However, this pulls in duplicate C records.  If I use a rollup field in A with an Arrayunique formula, it converts all of the C records to text values.  

Probably only relevant to Airtable users operating out of India, but any helpful perspectives from others would be much appreciated.For the last few months, all of my payments towards Airtable invoices have failed due to new regulations by the Reserve Bank of India requiring compliance to a bunch of new rules that I'm guessing Airtable is having trouble with. (You can read more details about this here: https://razorpay.com/blog/business-banking/rbi-guidelines-and-making-international-expenses/)This is exacerbated to some extent because payment partners that specialise with dealing with this sort of thing in India like Razorpay have not been onboarding new clients due to instructions by the Reserve Bank. So far we've gotten by, by contacting support every month, being reassured by them that their engineers are working on a fix, and them kindly voiding our invoice to allow us to extend our usage by a month. This month, I get a response from Airtable that their engineers have fa

Hello, I am importing a csv file from Azure Devops that contains html in one of the fields. I can’t remove from Devops. Is there a way to remove html after importing in Airtable? Thanks!

I'm finding the Duplicate Field function to be very handy in building a form with a lot of repetitive fields (long story short, it has to be built this way or prospective users won't buy in), but I wish I could duplicate an entire Group. The only actions I can take on a Group are to delete it, change the permissions, change the appearance, set rules for visibility.If only there was such an action as Group>Duplicate. Anyone know of a trick or extension? I can't find anything.Also, does this seem like a thing that form-builders want to do? I haven't seen anyone asking for it anywhere else.

Hello,I’m updating a form we use to provide training for our users and would like to create a more user-friendly design. Is there a way to customize Airtable forms so that users can choose between a “list view” and a “calendar view” when signing up? Below is a screenshot of our current forms list view.If that is possible, as a follow-up, is there a way to add a trigger question within the form that determines which view (list or calendar) is displayed based on the user’s selection? 

In the relatively recent past, it was possible to add users to Groups in the admin panel without having to write up a notification message and send them an email that they'd been added. Sometime in the last 8 months or so that was changed, and now anyone added to a group has to be notified via email, even if that Group isn't tied to any access and is solely intended as organizational. Why? It's also not possible to add people to a Group by checking off users from a list, only by typing in their names or pasting comma separated emails.Whatever changes were made have made it harder to use the Groups function and more cumbersome for admins, as well as confusing for end users who may have no idea why they were added to a Group of what it means if there's no obvious new access granted when they login. This feels like a useless change, and one that takes the experience backwards, not forward.

I’ve built a custom scripting extension that I intend to launch from a record button, send that record’s ID to the extension, and execute my script. I configured the button to launch my extension, which it does, but I can’t seem to get it to register the ID of the record clicked. I’ve tried using both useRecordActionData and registerRecordActionDataCallback, the latter example can be found below:function CheckAvailability() { const [recordActionData, setRecordActionData] = useState(null); const callback = useCallback((data) => { console.log('Record action received', data); setRecordActionData(data); }, []) useEffect(() => { const unsubscribe = registerRecordActionDataCallback((data) => { console.log('Record action received:', data); if (data && data.recordId) { console.log(`Button pressed on record: ${data.recordId}`); // Process data here } else { console.error('No recordId found in actio

Hello, I am filtering out a view based on the value of a “single line text” field in which I search for a specific substring (E.G. “Backrow”) although I got presented also the records in which there is the same word but with different casing (“BackRow) and I don’t want that.Am I missing something or the filtering for “single line text” is actually case insensitive? If so, is there any workaround?Thanks in advanceFrancesco

I have an agency This is my first time using Airtable. And i want to ask can i build a crm for each client and give them access their crm only under my Airtable account?? 

Hello, The article on “Airtable automation action: Send MS Teams message” has options mentioned in it that I don’t see on my airtable (we have enterprise), specifically the “Dynamically messaging channels and users” section. Are these upcoming changes? I would love to see these implemented, especially being able to tag people in teams messages or sending messages straight to users. Link to the article: https://support.airtable.com/v1/docs/send-ms-teams-message-actionLet me know. Thanks!

Beginner here, first post - certainly not the last.  What I am needing seems like it should be simple, but the solution is evading me.What I'm looking to implement is a way to find the total number of rows (volunteers) from table A and write that into table B once a week so I can track the total number of volunteers over time.I have linked both tables but no matter what field I try to run the COUNTALL on, the result always seems to come back a 1.  Ideally, I'd like to use an automation so that this total is pushed to the history table once per week.  Sure could use some help here.TIA,Dan 

I have an interface set up showing our contacts and associated interactions with them. There are two levels of hierarchy. At the top (Level 2) is "People" and under that is Level 1 "Interactions". These levels are linked by a common Interactions column. I've enabled the download .csv option.However, the resulting .csv file only reflects the shown information on the "Interactions" level (level 1) and shows none of the info from "People (Level 2). What am I doing wrong?To help illustrate, my Interface List could look like the one outlined below, but in the .csv file, only the info related to interactions will show up (with the correct corresponding column names).^ Person A Name              Person A Email          Interaction Name            Interaction Type            Interaction Date       Interaction Name        &nbsp

I used the .CSV extension to upload a file into a base, but the data didn’t populate into the cells correctly. I’d like to restore the table to its original state without creating a completely new base from a snapshot.My idea is to make a snapshot, then copy and paste the earlier version of the table back into the base. The field types match, and I’ve already removed any groupings, sortings, or filters.Is there anything else I should watch out for before doing this? It seems like a quick fix, but I want to be sure I’m not overlooking something.

Hi community, I recently had to solve the situation where I needed to get URLs from hyperlinks stored in rich text formatted long text fields and put them in another long text field. Essentially, just showing the URL, not the hyperlinked text. I ended up adapting the "Convert attachments to URLs" script (posted by Alex Wolfe). I had found a post here, that used a regex expression but this seemed to only work for visible URLs. I never could get it to work for my use case. I'd love feedback on what I could have done differently/better as I'm sure I haven't thought of everything... or even may have just completely missed something obvious. Thanks!// Script settings - Click the gear icon for the Scripting app to surface these anytime // Surfaces options to select the table, view, and fields needed in the script let config = input.config({ title: '🔗 Extract URLs from hyperlinks', description: 'Extracts URLs from hyperlinks stored in Long Text fields with rich text