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I am trying to create a call log for our company, but the issue is that I want to figure out how to display multiple back and forth or escalations relating to one call case without adding many rows. I think this could be done with linked records. but here is the schema: Last Name First Name ID Date Type Relation Reason Description Phone Email Link to Assigned Staff / Assigned Team for follow-up. Status (for follow-up) with Resolved or Escalated. I want to demonstrate if it is Escalated that it would move to another person, and allow them to do the next level of response. Or to have multiple entries documenting communication attempts at various levels before Resolved Does that make sense? Feels like I need a sophisticated Junction Table

Hi AirTable Community, I have a commercial dry cleaning and laundry business. I’m trying to create an Airtable app that will let my clients share an itemised list of the garments they’re sending me for cleaning each day. I’d like to create an interface with a form at the top, that lets the client enter each item for cleaning with relevant detail, then a table directly below which lists each item, so they can see a summary of the data they’re inputting in real time. I’m confident about designing each element, but can’t figure out if/how I can put them on the same interface. Any guidance would be much appreciated. Thanks! 

When in data view I click a button that opens a URL, each time a new tab opens. To avoid that, I tried the trick of pressing the ⌥ button while clicking the button, but this time a .TXT file gets downloaded onto my computer on the clicking of the button.This is quite annoying, especially when you have to perform a button clicking multiple times. Do you have any solutions in store to circumvent this?I would appreciate your help on this.PS: I saw that this topic had already been covered in previous threads. But I thought that Airtable might have fixed this since the last time it was brought up.

I need to generate an image link that ends in .jpg or .png for the purpose of registering the product to GS1 (to assign a barcode). Is there a way to change the URL of my product image in Airtable so that it ends in .jpg? 

I need external parties to update existing records. I have successfully created a second base that serves as the receiver of the updated fields. I accomplished that by creating a form in the second base and using the URL from the form to create a formula field in the first base that will pass a record identifier to the second base. The URL works well and the record identifier from the first base shows up in the new record (RequestID) in the second base to match the record being updated from the first base. My problem seems to be with the automation. I am using when the form, from the second base, is submitted to trigger the automation. I then added update record to the automation. Based on a video covering the topic by Julian Post, I list the second table called New Update as the Table in the configuration. I list RequestID from the second table as the Record ID. For testing purposes, I add just one field in the Field section. I set it to dynamic and map the corresponding field wi

I have a base called "All Owners."  How do I allow the individual records within that base to see and update their information ONLY?

Hi all,I’m trying to set up a self-linking “Related Records” field in Airtable (Team license) so that when I link one record to another, the linked record automatically shows the same relationship in return, within a single field.Right now I have: A Related Records linked-record field (self-linking within the same table) Airtable’s automatic “From field: Related Records” mirror field, which shows the reciprocal links Functionally this works, but the relationships appear split across two fields.My goal is to have all related records appear together in one field, even if that means creating a new combined field.I’ve tried to figure out if a formula or automation could merge the two linked-record lists into a single multi-value linked field, but haven’t found a way that works.Has anyone successfully combined self-links and their reciprocal “from field” values into one linked-record field?If so, could you share how you set it up (automation, script, or other workaround)?Thanks!

I have this formula that is working: IF({Start date},DATETIME_FORMAT(DATEADD({Start date},14, 'days'),'MM/DD/YYYY'),"") I want to incorporate these conditions to it:IF(Category = "Playbooks",14, 'days')IF(Category = "How-to-Guides",3,’days')  

Hi Airtable Community,I’m trying to reproduce the Record Review layout shown in Airtable’s setup preview, the one with an employee list on the left and a large profile card on the right. In that preview image, the record detail area shows:A profile picture (Attachment field) on the leftAnd, directly to the right of it, several fields like “Team,” “Start Date,” and “Manager” displayed inline, where the field label and its value appear on the same horizontal line, for example:Team: CreativeStart date: Dec 28 2022Manager: Julia Harris I’m attempting to achieve this exact side-by-side layout in my own Interface. Here’s what I currently have:I’ve successfully positioned the Attachment field (Profile Picture) on the left, and I can place other fields (such as “Contact Type”) to its right.I’ve set the Style of “Contact Type” to Pills, which correctly displays the values (“Expert | Partner”).However, the field label (“Contact Type”) always appears above the values rather than beside them.In ot

Good day.I have a base that receives forms.  The form is a default for ALL events, and each event, via a formula, creates an unique form link that hides the event’s ID so that when someone submits a form, that ID is autofilled, and thus populated to the proper event.Now here’s the thing, I have another base where I have dropdown selections, but again this is tied differently, as the first one is tied to an unique even, so that won’t work. The dropdown selection allows us to see only those that meet certain criteria, however, in this case, for the event, it would be different for each event, maximum users if set, are met, then it would no longer show US their names.At least that’s the thought.So I was thinking in the attendees table, where the form is linked to, I could have a view that first is sorted by date created.  Then, there are lookup fields from the table with the event info(linked to the attendee table), of count of attendees, and max # attendees.I was thinking that there shou

I’ve got a nice little script within an automation to auto-categorize transactions in a bookkeeping base. It relies on a table for transactions with various fields, as well as a table called Rules, with the rules I want to create for my categorizations. The Transactions table has the following fields: *Name - single line textLowercase Name - formulaMatched Terms - single line text*Vendor - single line textPayment Type (tax purposes) - single line textPayment Type - single selectCategory - Linked fieldMerchant - Linked fieldTransaction Year - formula The Rules table has the following fields: Match Term - single line textLowercase Match Term - formulaPayment Type - single selectDesired Vendor Name - single line textCategories - linked fieldUpdate Rule? - checkbox It all works great, but now I want to add another parameter to the Rules table, a linked field to my table called Operational Expenses. The Transactions table already has a linked field called “Operational Expenses.” I want the

I’ve been trying for a few days to create a budget in airtable, enlisting chat gpt’s help.  It’s been a disaster.  Wondering if anyone has successfully created a budget here yet?  I’m a therapist, this would be a budget for personal and business.   I would import csv files at the end of each month from all the credit cards, venmo, bank accounts (presumably) to fill out the data.  My best, Brad

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