Skip to main content

I'm new to Air Table and having trouble finding a solution for this. I want to press a button to update a record with some information provided by the user. So on hitting the button I want it to set one field to "Completed" (which is fine), one field to todays date (which the work around seems to be having a formula on the table that this can be grabbed from) and the name of one of our team. Ideally the name of our team member would be selected from a drop down but I would settle for them typing it in somewhere. Is this possible?

Yes, this is possible, but it might not look the way you are envisioning. How this would happen depends on if you are in a grid view or in an interface. 

A button in a grid view is a button field. The button would trigger a script that would open in the right side fly-out panel. The script could set the field values and ask the user for input. This method requires knowledge of scripting. 

A button in an interface is a button element. Because you want to update multiple fields with dynamic values, you need a button that triggers an automation, versus a button that updates a record. In order to get the user input, you need to create a field that can hold the user input.

Another option might be to have a {completed by} single-select or user field and an automation with no button. When the {completed by} field is set, that triggers an automation that fills in the other two fields. 

Yes, this is possible, but it might not look the way you are envisioning. How this would happen depends on if you are in a grid view or in an interface. 

A button in a grid view is a button field. The button would trigger a script that would open in the right side fly-out panel. The script could set the field values and ask the user for input. This method requires knowledge of scripting. 

A button in an interface is a button element. Because you want to update multiple fields with dynamic values, you need a button that triggers an automation, versus a button that updates a record. In order to get the user input, you need to create a field that can hold the user input.

Another option might be to have a {completed by} single-select or user field and an automation with no button. When the {completed by} field is set, that triggers an automation that fills in the other two fields. 


When you say "a field that can hold the user input" can you provide a suggestion please? I've added record pickers that look at a table but I can't see a way for automations to pull from that kind of element. What kind of fields hold user input?

Actual fields in the table can hold user input. The value of a record picket cannot be used in an automation or script. 

Reply


Terms & Conditions