API Support for Creating/Duplicating Views and Tables
Hey everyone,
I'm working on a personal project to automate my daily finance reports, and I've hit a wall that I'm hoping Airtable can help with.
I absolutely love Airtable - it's been perfect for managing my financial data. But here's the thing: I can automate everything through the API except for creating and duplicating views. Every month I have to manually create new views and tables for the new month expenses.
What I need:
Create and duplicate views through the API
Duplicate tables and rename them through the API
I've tried every workaround but it didn't work. I just need to automate this.
This would honestly save me so much time and make the already great product perfect for my needs.
Has anyone else run into this? Any thoughts or workarounds I might have missed?
Thanks!
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You’ll want to submit these as a feature request here as we currently don’t have the ability to create / duplicate views or create non-calculated fields via the API : https://community.airtable.com/p/product-ideas
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I’m curious as to why you need a new view and table every time though! When building stuff like this I usually have a single table where all the transactions live, and then I can organize all the transactions by month via formula fields and grouping. If needed, I end up with a table where each record represents a single month, but a Dashboard Interface usually negates the need for this
Could you talk a bit about your workflow and why you need new tables per month?
@TheTimeSavingCo Sure! I will be more than happy to share details
In Airtable, I usually have a table for all transactions, and each transaction is tracked with its expenses and currency conversions. Every time I make a transaction, it is automatically tracked in a single Airtable table that has the transaction category, amount, date, and details of what it was. This same table is divided into months. Each view is a month, and it is filtered by transaction month.
And I have another Airtable Table haha, for budgets only that is linked with the transactions table and it displays the budgets for each category and how much i have comsumed of each budget
So every month i need to duplicate the same view and the same table and rename it with the new month. this is because the way that i made all of this in airtable and the linked records / automations /formulas
and then based on the budget table i have another automation that uses the api fo airtable to send a custom report of the budget consumption to my personal slack
Woah, that looks really impressive, that’s nice work!
Hm, would it be possible to convert your existing system to have all the month categories to be in one table instead, with a new field indicating which month year it's for? E.g. you’d have multiple ‘Groceries’ records, each with a different month year, linked to the Grocery transactions only for that month year?
@TheTimeSavingCo Sure that is completely possible! is one of the uses of the views of the tables it allow you to do that. I have created it this earlier this year so i only has the records of this year haha, but yeah is possible
example
@TheTimeSavingCo I usually only filter by the current month to see by category the expenses
@TheTimeSavingCo the last part of this integration is my keywords table
I also have a keywords table that works as a self-learning categorization system:
1. When I make a transaction at a NEW place: - The transaction is created (uncategorized) - A new keyword record is automatically added to the keywords table
2. When I manually categorize that transaction: - The keyword record is updated with the category - This acts as a "memory" for future transactions
3. When I make another purchase at the SAME place: - The system checks the keywords table - Automatically applies the saved category
It's a feedback loop: manual categorization → saves to keywords → auto-categorizes future purchases from the same merchant.