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Hi there,I have a team of account executives and I'm trying to rollup the amount of revenue each person manages during a 12-month period. Revenue is generated on a per project basis. Each project has a start and end date and a monthly retainer fee, which are recorded in the project's record in my project table. I have a formula field ("Project Value") that calculates the total project value.I maintain a second team member table and I link account executives to the projects they manage using a linked record field. Some projects are managed by two account executives (and are linked to two account executive records as a result).The problem is that when I rollup the amount of revenue each person manages during a 12-month period, for projects that have two account executives attached, the rollup attributes 100% of the project revenue to both of the employees linked (rather than 50% to each). Can anyone point me towards a solution? Many thanks.   

Hey there - What I'm Trying to Accomplish:I'm building an Airtable automation that extracts email addresses from multiple fields in my Contacts table and creates individual records in a Master Email List table. Each email should be stored as a separate record, along with the corresponding Contact Name and an "Email Type" field (Primary, Partner, Referral, or Connection).This will allow me to export clean, deduplicated email data into HubSpot for email campaigns.My Setup:Table: Contacts (source table)Fields:Contact NameFirst NameLast NameEmail (Primary Email)Partner EmailReferral EmailConnection EmailTable: Master Email List (destination table)Fields:EmailContact NameEmail Type (Primary, Partner, Referral, Connection)Automation Steps (Attempted):1️⃣ Trigger: "When a Record Matches Conditions"If any of the email fields (Primary, Partner, Referral, or Connection) is not empty, trigger the automation.2️⃣ Find Records Action:Find all records in Contacts where

Hi All,I'm migrating from Smartsheet to Airtable for Project Management and one thing that I am struggling with, that we rely heavily on for project management, is date / task dependencies. Setting this up in Smartsheet is easy and intuitive, requiring no formulas.Desired workflow:I want to set the Start Date, the Duration and task Dependency so that, if the Duration or Date(s) of a task change, the downstream tasks, as denoted in the Dependency field, will auto-magically update. I have reviewed this video several times and it makes sense and seems easy, but when I configure my fields following the instructions in the video, it does not work as expected.Set up:Table has a Duration, Start Date, End Date and Dependency fields.Dependencies are enabled and set up like the following:The table looks like the following:Expectation:In the Table image above, I would expect that, since the 'Get PB' task is dependent on the 'Get Bread' task, Start Date for 'Get PB' will begin  on 12/28/

Hi,I have a formula that almost works. I'm trying to make my primary field a formula where it looks at "Column A" and looks at "Column B". If a there's a value in "Column A", enter that value as the primary field. If there's a value in "Column B", enter that value in the primary filed. If there's a value in both "Column A" and "Column B", combine those two values and place a "/" between the two fields. The formula I have looks like this: IF(AND({Column A} != BLANK(), {Column B} != BLANK()), CONCATENATE({Column A}, "/", {Column B}),IF(Column A != BLANK(), {Column A}, {Column B})) This does work. However this formula is adding the "/" character to the beginning of "Column A" and at the end of "Column B" when there's only one value in one of the fields. The results look something like this:If there's a value in "Column A" but not in "Column B":12345/75326/23457/ If there's a value in "Column B" but not in "Column A":/93664/30483/54214 I tried r

Say I have a base with a table that has a parent/child relationship with itself.  Projects with parent/child projects, Tasks with subtasks, Contacts with links to a fiance or manager – there's a lot of use-cases for linking a record to another record in the same table.  The problem I'm running into is that two-way sync doesn't allow you to edit linked records to the same table.Linked records in two way sync is so great, and it fixed soooooo many things in my workflow – but I can't figure this one out.  Links to the same table are not editable in the target base as far as I can tell, but I really really want to be able to make changes to parent/child relationships in a target base. The only way around this I've been able to think of is to make a second table to handle the relationship, probably like this:It's a little ugly in the data view, but it works well enough in interfaces in the target if you use a view and not a field:This approach works fine, except for

Hey Airtable Community,I have a list of tasks, and I group them by project (which is a separate table). I also have a field in the project table, specifically a progress field, and I’d like to display this field alongside the grouped tasks in the interface.I remember I've done it before and I even have a screenshot I attach below. But I can't remember how it's done!Any help or pointers would be greatly appreciated!Thanks in advance!

I have a task table and some have linked records to a subtask table. Is there a way to get the subtasks to show up on a timeline view page that the source is the task table?If not, is there any other suggested way of managing subtasks that would allow this that isn't a long text with rich text checkboxes?Thanks! 

I have a 4 table layered structure in my base.  VP<->Objective<->KR<->Project.  Each layer has a link to the layer above/below it.  I am creating an interface to show all of the work under each VP.  For Objectives solely under 1 VP, this is working great.  My challenge is that we have some Objectives that are shared between multiple VPs.  When I show those, I want the table to look like this:Shared Objective   Shared KR        Projects (filtered to show only the selected VPs projects)I have fields in the Projects table that I can use to filter, but have no way (that I can see) to apply a filter in this way.I tried creating a link from Project<->VP.  From that, I can build a table of Projects grouped by KR, but I can't show any of the KR information in the table.  Is there a way to do what I am trying? 

Hi there, I’ve added a new custom field to my primary view and put it the order I want it to be with my other fields. When I navigate to a secondary view that custom field is alllllll the way at the end of my view (not where it is in my primary view). Is there a way to customize the field so that it’s at the beginning of every view? Does that make sense?

I have tried all week, very unsuccessfully, to get my company's account upgraded from Team to Business.  I have submitted multiple sales contact forms and help desk tickets.  Nothing but crickets.  Is there any DIRECT line to a human sales person at Airtable that can assist, today, in getting our company switched over?  We were supposed to roll out AT to our entire research team today but because I could not get it hooked into Okta, we had to delay for...well who knows now.  

Hi All,I've been working on customizing a script for an air table base I'm building, and I've hit a wall with fixing the section about copying over dependency (linked record field) from the template tasks table into the active tasks table. I need the newly created tasks in the "Active Tasks" table to have dependencies mapped to each other as instructed by the "Template Tasks" table. Here is how my base is set up: Newsrooms Table"Revenue Services Link" → Links to "Template Revenue Services" Table"Create Template Tasks" → Button Field"Link to Active Tasks" → Links to "Active Tasks" Table"Onsite Ad Ops Tasks Created" → Checkbox/Boolean"Newsletter Ad Ops Tasks Created" → Checkbox/Boolean"Strategy and Execution Tasks Created" → Checkbox/Boolean"Branded Content Tasks Created" → Checkbox/BooleanTemplate Revenue Services Table"Template Task Links" → Links to "Template Tasks" TableTemplate Tasks Table"Task Name" Single Line Text Field"Dependency" Linked Records in "Template Tasks" Tab

Hello. I am a dog trainer with multiple board and train dogs that stay with me for various programs I offer. I teach the dogs in phases, and would like to keep track of where each dog is in their progress. Can I have an automation where if a record is marked as "done", the notes field is updated with new text with the next steps? The dogs are always in different places in training, and my brain feels so torn trying to mentally keep up with who has mastered what skill. I just want a way to visually see things as well as help hold me accountable to follow steps without skipping any, as the dogs start to blur together and sometimes I go too fast/slow (I'm on limited time, the dogs need to be ready in 2, 3, or 4 weeks depending on program!) 

Hi, How can I add multiple rows at once in a table. (This is a function that is super easy in google spreadsheet). AT only allows for one row at a time and I have to keep clicking on the Plus sign. Too much work. I wanna add 100 rows at once. Is that possible?

I am allowing users to add projects via record templates by clicking an add project button in my interface. The challenge is that while much of the information they need to create is already handled by the template (i.e. tasks, predecessors, etc.). I do need them to create a project name, assign a project manager, etc. When I select the template a form opens to collect this information. So when I select Broadband (New or Upgrade) I get this form which has all the information I need to collect. But when I select the Disconnect Any Services template I get a completely different form.Some of the templates appear to reuse the same form (monthly invoice review, monthly strategy, etc.)How do I control what form is opened when I select a template? I would like to reuse the first form from this post for all my templates but I can't see any way to set the form used by the template. The add project button is configured to use that form but some templates seem to ignore that and us

Hi, I have shared a Base with two users from a different organisation (our client) by an email Invite to the whole Base.They are using the same view links as we do, and they cannot see the view filtering options (icons are hidden). What can be the root cause of the problem?We have already tested the same invite with a test account and it works fine - same Editor permissions, no specific settings applied, but we can see all icons on the test account.Might this be linked to some restrictions on the client's side or a web browser with cookie restrictions?We are unable to identify the problem so far.

Hello, First time post so apologies in advance...I have a Deliveries table, The idea is when I select a "ship package" [eg.Floor: Sheathing] it pulls up the Assemble numbers with a lookup field - that correlate to a material list on another table. I then have a script which converts that lookup field into a multiple select field. This all functions correctly.Now my issue is that i want to select a series of boxes ["Ship" "Ready" Delivered"]. The idea being that i have a script [i have zero programing knowledge and have ai write my scripts], That when "ship" is checked the script hunts through the "Materials Table" using data from  the "# Reformat" field and with each record that is found in "Assembly #" to match one of the many possible numbers it checks the "Picklist" box. My script below says it works but it does not check the any boxes.    let deliveryTable = base.getTable("Delivery"); let materialsTable = base.getTable("Materials"); // Fetch all records fr

Hello again - I'm having trouble getting an Interface button to call a recordId when it is pressed. I created an interface view of a Record List for an Attendance table and even though the button is in the Record Detail view (Pic #1), I can't get it to send a RecordID to the automation. I've rebuilt the interface multiple times and the automation.But, when I run the automation within the table and click the button in the column, it works. But not entirely: I created a webhook>docupilot>gmail workflow to make a PDF and send an email. I have the Immediately as data arrives switch ON in Make, but, it doesn't do that. I have to click Run once - Wait for new data, then, go in Table view and hit the button and then it works. Automation json attached too.My whole goal is to have it so I can at least just click the button of all the rows on by one in Table view (Pic #2) and the automation through Make processes the pdfs (I'm making pdf certificates for rows that

Hey guys,I am receiving reports from my team that people are receiving multiple emails about any comment on a record. So 1 comment is sending 6 emails to a person. Is anyone else experiencing this bug?Thanks.

Hi there!I have made a regular airtable automation to send an e-mail when certain conditions are met. I was wondering, is there a way to have a value (not a list of values) of a certain cell in a certain row as an e-mail subject?To put it more directly, when status of an order (field order status) is "finished", an e-mail is sent where the name of the client (field client) from the same record is a part of the e-mail subject.Any help is very much appreciated!

Hello,I'm learning how to pre-fill a form.  I really like it but it would be even better if I could prefill a form entry with multiple values/entries from another linked record.  Currently, it is only pre-filling the first value of cell.  The linked record in this formula is the Residents Column.I need them to stay selectable values, not text.  I can't expect the users to enter the text values exactly as they are written in the linked records. "https://airtable.com/---/form?"& "prefill_Job=" & ENCODE_URL_COMPONENT({Job})& "&prefill_Order=" & ENCODE_URL_COMPONENT({Order})& "&prefill_Teams=" & ENCODE_URL_COMPONENT({Teams})& "&prefill_Residents=" & ENCODE_URL_COMPONENT({Residents})& "&prefill_Description=" & ENCODE_URL_COMPONENT({Description})

Hi everytone!I just embbeded a calendar on my website and I would like to remove the "See Bigger Version" option, which when clicked takes the visitors to airtable full calendar version.As I just want them to interact with the calendar from my site, filling a quick form whose details go onto the calendar, is there any way to remove the mentioned option?This option is on bottom right corner of the calendar, opposite corner to the Airtable logo. Any ideas or advice is truely appreciated. Thanks a lot! 

Hi Everyone,I want to resize a column in a automation email I use.My product code field is too large - and the description field is too small (causing the text to wrap).I am inserting a grid into the email (a list will not work - there might be multiple rows).Thanks in advance for your help!Greg 

Maybe this question has already been answered. However, I search for it and found nothing.I'm a new user. Is there a way to make kanban boards more colorful like adding background colors? It seems that kanban boards are mostly black text on a white background when using Airtable on the web. It would be easier on the eyes if the white background could be changed to another color of my choosing. I'd also like to change background colors for each category and each task if possible.Thanks.

When I linked field data from table A into the field on table B, I noticed that there were fields that created automatically on table A. that linked with table B. How can I stop this action? I only want data from table A to show in table B. Thank you : ))

Hi folks, Possibly being a little too ambitious here, but i'm trying to set up a Vega-lite extension to create a geographical heatmap displaying $total sales value per U.S county, using the Vega Editor example 'Choropleth of unemployment rate per County'.(Originally wanted to go with zip codes, but opted for counties to save creating a 40,000+ record table in my base just to run a single chart).I'm brand new to vega-lite and json in general, so wondering if anyone has managed to achieve this (or similar)?, or has any general tips in terms of using Vega's Geographical Map Displays in their Airtable Base?Thanks for reading 🙂