Ask the Community

I’ve been trying to make formula to proper clean person name, but the result is weird. It’s like the LOWER() function dominates the whole result even though I put it in the middle… is this a bug?if I remove the LOWER() it only works if you dont meet with the all capital names (Like “JOHN DOE WHITE” would stay the same)I even tinker with internal AI and Copilot with the same results.I basically just want to make start with Capital, clean all unnecesarry whitespacesCan somebody help me?   

Hello, I am pulling in data via json API and need to know where to go from here?  I have a table (sales team) that has the "salesrep id" and I need to map in the ytd sales data for each salesrep id. I am not sure what to do next to loop through the json object data and map them accordingly.  

Hi there, I’ve got a bookkeeping base I created and added an Auto-categorization feature that’s giving me some trouble. Basically, there is a Transactions Table, a Categories table, a Merchants table and a Rules table. In the rules table, you add the match terms you want the automation to look for, and a linked field with the category you want it to be. The way the automations works is this: record is created in Transactions, triggers automation automation looks to see if any match terms in the Rules table match up with the text in the transaction name if there’s a match, automation runs a script to fill in the category and some other fields (like “merchant”, which is a combo of the Vendor name that comes filled in from the bank plus the transaction year, and “payment type” etc) for the transaction in questionI confess I’m not adept at scripting and enlisted the help of ChatGPT to work this out. The script seems to be working most of the time, but recently has started throwing an error

It seems that the number of lines that the view moves in a single "scroll-notch" from the mouse wheel is the same in any cell height.This feels very unnatural (scrolling the same distance is expected, not the same number of lines).With taller cell heights this means that the entirety of the lines that are visible are new lines after scrolling a single scroll-notch away, which leads to the worrying ambiguity of "what if I have scrolled past some of the lines" since you don't have any lines that are common to both positions that may serve as visual reference points.The only workaround is to click on the scroll bar and drag it, which is not as ergonomic as having a proper scroll.This has been somewhat mentioned in this other question from 2021 "Adjust Mouse Wheel Scroll Sensitivity?"  which doesn't have a single answer.

I have paid the invoice which failed yesterday. I had automatically been downgraded to free plan. However even after paying the invoice when I try to upgrade, it takes me to billing and then says we cant charge your card right now.

Is there any way to add the value of a field of each card and present it in the stack header in kanbam? 

TWO TABLES MTO AND CATALOGUE.  MTO HAS MANY RECORDS - EACH HAS {XQTY} AGAINST A LOOKUP FIELD CALLED LINE_MATERIAL (WHICH IS LOOKING UP THE PRIME_ID ON CATALOGUE).THERE MAY BE 10 RECORDS ON MTO WITH DIFFERENT XQTY VALUES ALL FOR THE SAME LINE_MATERIAL.I WANT TO SUM THE XQTY - GROUPING BY LINE_MATERIAL - AND UPDATE THAT TOTAL TO THE MATCHING RECORD (LINE_MATERIAL = ID) ON THE CATALOGU TO DATAFIELD SUM_1.I HAVE TRIED JAVASCRIPT, AUTOMATION AND OMNI AND CLAUDE - AND SO FAR NOTHNG WORKS. USING JAVASCRIPT IS THE PREFERRED WAY LINKING TO AN ACTION BUTTON BUT THEN YOU HAVE TO ACCOUNT THAT THE VISIBLE VALUES IN AIRTABLE ARE NOT REALLY THERE BUT RECORD_ID IS….TRIED EVEN TO ACCOUNT FOR THAT BUT NOT MADE IT WORK EVERY TIME SO FAR !!!!THANKS FOR THE HELP GANG…...MIKE IN LONDON 

Hi all, I’m building an interface to help the tutors at our company guidance students in writing their supplemental essays for college. I have a base with two tables:Table 1: US Colleges (which has a list of US colleges and what they each look for in applicants; the primary field being the college name) Table 2: Supplemental Essays (which has the list of supplemental essays required for each college; the primary field being the essay prompt itself, and there’s a link record field to link each essay prompt to the relevant college in the US Colleges table)The interface I’m building is a Record Review, and I picked Table 1 (US Colleges) as the linked table so that the data can be organized by college.Everything works great when I’m editing the interface, but when I open the public view link, the records from Table 2 (Supplemental Essays) aren’t showing.  How do I fix this? I’ve already allowed syncing for Table 2, but that didn’t solve anything. I’ve included screenshots below to better i

Hi Everyone.  I have a reseller company selling my products.   I need to pay them rebates every month.I have drawn up a table to track sales as they are made.  It will then also pull through the rebate amount to each month’s column based on the contract start and finish date.I now want to create a dashboard that the reseller and I can view every month to see the total amount of resales for the month.  IE. I want a chart showing each month’s total rebate.  I would also like to setup seperate dashboards showing for example the number of active contracts, how much rebate is owed to each different sales person, etc….Can anyone please assist/guide me with this on how to get the information into a dashboard.  I have created the dashboard similar to this excel file but Just not sure how to pull over the data for insights as I am struggling to get all the months into one chart. 

Hi everyone! I’m working on an automation that needs to create records based on two linked lists, for example: A list of projects A list of team membersQuestion 1:Is it possible to have an automation that loops over the projects list and, inside that loop, creates records for team members only if the record doesn’t already exist? In other words, can I add a condition inside a repeating loop to check for existing records before creating new ones? Question 2:Is it possible to have nested loops in Airtable automations? Or are there any workarounds to loop over both projects and team members together to automatically create every combination without hardcoding? Thanks so much for your help!

I can’t figure out how to make links between two tables work the way I need them. Here’s the situation:Table 1 contains a list of Companies. These Companies are differentiated by Type (multiselect) and split into multiple views based on that: Producers view and Architects view.Table 2 contains a list of Projects. Each Project has a Project Owner field (link to Companies, single record) and Project Participants field (link to Companies, multiple records).So far so good. Back to Table 1, for each Company I need it to show the following fields:Projects (Participant) - Link to Projects and show all Projects where a Company is referenced as the Project Participant Projects (Own) - Link to Projects and show all Projects where a Company is referenced as the Project OwnerThis is where I get stuck: When creating a link to the Projects table (2) from the Companies Table (1), I’m only able to get the Projects (Particpant) field working, and have no way of differentiating the Project (Own) field f

Hello,I am building a dashboard in which I include a control formula in order to make sure the AI reads well.However the behaviour is inconsistent. Check formula :IF({Amount (vat incl.)}={Amount (VAT incl.) (check)},"✅","❌") Calcul formula{Amount (vat incl.)}-{Amount (VAT incl.) (check)} QUESTIONWhy is one result -0 and the other 0 when the mechanics between formulas and parameters are the same ?  

Previous year i joined pro plan and connect my bank account.In June pro period ends iam going to stop pro plan.But i don’t know why it happens airtable automatically withdrawn my money.I lost 16,450 Ruppies ,I don’t want it please help me

Hi,Is there any way to search an entire base with the Search feature on the mobile app? I’m only able to see how to search within one view and one table at a time.Our team has added QR codes to records in our base, and would like to use the scanner within the Search feature on the mobile app to scan a QR code (from a printed label) and pull up the corresponding record in the Airtable app.This works fine *if* you know which table and which view to search in. However the base has multiple tables and views (it was not set up optimally). If you’re searching in the wrong table, or view, OR if a filter has been applied by another user to the view you’re searching in, you’ll get a “record not found” message.So I’d love to find an easy way to scan in the QR Code with the mobile app, and just search the whole base.Any ideas??Thanks very much.Elaine

I’ve got a very simple IF statement Facon is a check box, and it’s clearly empty.Material Supplier address is a lookup and is filled in in most instances. However, I can’t get this basic thing to work? Am I doing something wrong?

Dear Airtable Team and Community, I was genuinely excited about the new features showcased in the AI Playbook during the “Omni and Field Agent” webinar. The potential of these tools, particularly the “Maximize Event ROI (MER)” and “Visualize Product Materials (VPM)” templates, was impressive and promising. However, I encountered a few issues after downloading and testing the templates. In the MER template, I was unable to activate the map feature, despite being on a Teams subscription. Similarly, in the VPM template, the 3D viewer did not appear to be available. Additionally, I noticed that all my AI credits were consumed the following day, even though I had only copied the templates into my workspace without making any active use of them. Could you kindly clarify if these features are currently functional or if certain elements were included primarily for demonstration or marketing purposes? If I’ve missed a step in setting things up correctly, I’d truly appreciate some guidance on ho

I’m using Airtable to organize a writing group, and I’m trying to set up an automation that will send a weekly reminder about the meeting on the day before we meet, but only to the people who opt into the reminders (who are all listed in a “Reminders List” view of my “Members” table). However, when I activate the automation, it sends multiple emails to each person on the list. How have folks set up weekly reminders to a designated group? I can’t seem to get the table’s “email” field to work as a correct input for “To” so I’ve used another airtable community post’s recommendation of the “find records” action to make a list of people needing the email...but now instead of four people each receiving the email once, each of us receives the email four times. Here’s what I currently have set up, in case that’s helpful:Trigger: at a scheduled time (Mondays at 10am) - WORKS First Action: find records (From the “Members” table, make a list of everyone in the “reminders list” view) - WORKS Secon

Hi all,I am in the process of creating a table for my coaching and consulting work. I have listed all my client names and which company they work for in a table. With about half of these people I actually have meetings with. These meetings are all on Zoom or Teams and I am sent a Zoom Meeting Summary compiled by AI Companion, which creates a summary of what we spoke about. Ultimately what I would like to achieve is the following:I would like this table to automatically assign any meeting summaries the clients are involved in, and then in a separate field, I would like Airtable to extract information from the provided summaries to display what the focus has been for the past six months, and another field to provide recommendations on how to best move forward with each person. Is that possible?

I am trying to share information between two tables, a short list of info and a long list of info. There is a checkbox column in the long list that when checked, it adds that record to the short list. But if the record is unchecked, I want to delete that record from the short list, so it is not there anymore. I haven’t found an easy way to do this, so I wanted to throw it out here.

Hello! I’m new to this community and hoping someone can point me in the right direction. I need to create a base that can match college students with alumni for 1-on-1 meetings, based on career interests. Each person will have up to 3 career interests, but meeting pairs only need to match on one of those interests.  Each student must be matched with only 2 alums Each alum should not have more than 2 students (but can have fewer)I created a base with 3 tables - Students, Alums, Career Interests - and linked the Student table to the Alumni table so I can see all of the matching alums for each student. I just cannot figure out how to limit the matches to just 2 for each person. Is this possible in Airtable or do I have a lot of manual work ahead of me?Thank you for any help you can offer. 

Hi all,I’m looking for a MiniExtensions expert with deep knowledge of the platform’s portal capabilities.The goal is to create a kind of shopping-style experience, where different users can see diferent items options and varying availability/quantities based on a complex matrix/profiles.I’m seeking looking for advice and guidance about what's possible and whether we should look at a different tool. I have intermediate understanding of ME and have build several portals before.If you have experience setting up advanced MiniExtensions workflows. I’d love to connect.

I’m trying to write a nested if formula in a CRM document. I have a column for the frequency I need to contact someone, a column with the date they were last contacted and a column that I want to say “Overdue” if it’s more than X days since my last contact. For instance, if I have the Frequency marked Monthly, I want it to say “Overdue” if it’s been more than 30 days since my last contact.Here’s what I have now, but it doesn’t say “Overdue” when it should. Everything in the column is blank.IF(AND(Frequency="Weekly",DATETIME_DIFF({Last Contact},DATEADD(Frequency,7,'days'))>0),"Overdue",IF(AND(Frequency="Monthly",DATETIME_DIFF({Last Contact},DATEADD(Frequency,30,'days'))>0),"Overdue"))  

I've never been fussy about colors, but the new options for base themes are a big step backwards for me.  The old bright, bold, cheery, energetic & fun colors that made the Airtable experience feel enjoyable and different from your average boring, serious database, have been replaced by: A) a dark, dreary version (my green base now looks exactly like Excel - uugh) or a mushy pastel version (were people asking for more 'washed out' low contrast header options?).The fun bright colors were part of Airtable's experience (and brand) for me.  Is there a way to bring them back for my workspace?  

I have to download the attachments from smarsheet and directly upload them in to Airtable attachments column. is it possible as it is taking much time to upload attachments one by one?

I have created a table with my suppliers and the products the offer. I have the following tables:SuppliersProductsInvoicesInvoices linesIn Suppliers I enter every company I work or might be interested in working in the future.In products I have all the products offered, each product has a price and the supplier that offers that product (It has many other fields but are not important here)In Invoices lines I put the content of each invoice I create in the Invoices table and when I recall a product, it recalls as well the price.The problem is sometimes I have exactly the same product offered by multiple companies and one of the ideas of this database is to be able to make a price comparision.So I want every product to be connected to multiple suppliers and to have the price that every supplier asks for such product. And then, when I do the invoice lines and I recall the product, i’d love for airtable to recognize who is the supplier of that invoice and automatically recall the price that