Development & APIs

With a correct budgeting process, companies can benefit from forecasting and use financial insights to compare actuals against allocated budget. You can use the Budgeting module in Finance for basic budgeting, budget planning, and budget control.After a budget is established and approved in Finance, you can convert the budget plan to a budget register entry. Budget register entries provide tools for maintaining the budget and for keeping amounts traceable through budget codes.Budget register entries let you revise original budgets, perform transfers, and carry forward budget amounts from the previous year. Based on the established budget, a company can enable budget control. The level of control depends on the organizational culture and the organization's level of maturity.Finance includes a budget control framework that lets the company's management select either hard control (which prevents postings that would go over the budget) or soft control (where users are warned that they will

By asking questions and gathering customer requirements, you can plan a chart of accounts that fits the customer's needs. In many cases, the customer chooses to bring in their existing chart of accounts from the legacy system into Dynamics 365 Finance. If this is the case, you need the source data that you create by extracting data or by exporting from the legacy system in a format, such as CSV or Microsoft Excel.Then, after you cleanse and restructure the chart of accounts according to what the customer wants, you can use the Data management workspace to import the data to Finance.For more information, see Migrate data and go live with finance and operations apps.The following questions are typical examples of what you can ask when interviewing personnel in your customer's finance department:What degree of specification is needed?How should the chart of accounts be structured?Have external accountants offered suggestions about the structure of the chart of accounts? Doe

Hey, I’m a newbie with JavaScript so this might be obvious … I need a delay(ms) method to slow down the script after 5 API calls (limit 5/min.). Problem is all the JavaScript help on the intertube points to the setTimeout() method of the Window object. But it appears that Window is not instantiated inside the Airtable code block, therefore, no setTimeout() method. What’s a good workaround for this? What might I be missing - other methods? Thanks David

Hi all,I'm using:Airtable as the main databaseFillout connected to Airtable to get responses from users (about 250 fields)Softr as front-end to get list of filtered records, get record detail, and buttons to open Fillout form or start an automation (basically change the status field to be used as trigger to n8n)n8n for automating the data processing (mostly to generate PDF using PDFMonkey, I received data from Airtable in the trigger and just change the status field at the end)My understanding (that was also confirmed by the support chatbot) is that:getting a list of records in Softr = 1 API call (I have only 8 records)getting a record detail in Softr = 1 API callone response in Fillout = 1 API call (maybe 2 or 3 as there is a lot of fields)automation trigger = 1 API callchange the status from automation = 1 API call (changing just one field)etc.If I test the solution - open list of records in Softr, get record detail, open Fillout, fill one response, start automation in n8n and finish

Hello everybody,I am experiencing issues running an automation script. Basically, I have created an automation that sends information to a webhook link. My issue arises during the step where the information is sent to the webhook link—I am encountering challenges here. I created one variable, which I then implemented in the code using the configuration provided by Airtable, but it does not work as expected.What happens is that if I run the same script without the variable, it works, eventhood i use thes same script for the variables (see attached photo). To sum up: it’s the same script in both scenarios. When the variable is present in the left column, the script does not work. However, when the variable is not present, the script functions correctly.

I want to link Apollo to Airtable so I can people search from within my base.I got the Apollo organization data working with the code below to fetch company details:let apiToken = 'API KEY HERE'; let table = base.getTable('TABLE NAME HERE'); let { records } = await table.selectRecordsAsync(); console.log(records); for (let record of records) { let domain = record.getCellValue('Domain'); let response = await remoteFetchAsync(`https://api.apollo.io/v1/organizations/enrich?domain=${domain}`, { method: 'GET', headers: { 'Content-Type': 'application/json', 'Cache-Control': 'no-cache', 'X-Api-Key': apiToken } }); let data = await response.json(); let organization = data.organization; await table.updateRecordAsync(record.id, { 'Company Name': organization.name, 'Linkedin URL': organization.linkedin_url, 'Address': organization.street_address, 'City': organization.city,

Hi guys, I don’t know if the title is clear. So here’s some context. I am currently using Airtable as a CRM. Thus, I have 3 important Tables : Leads, Unpaid Leads and Clients. As of now, people can pre-subscribe to my service (not open yet). When filling the form, they will go to “Leads”. Once the service will open, I will manually validate them to send them a form for Subscription. If they fill the form, they will go to “Unpaid Leads”. If they do not, they will stay in Leads and receive a followup at D+3. If they do fill the subscription form, I’d like to erase them from “Leads” in order not to follow up with them if not needed. Do you know if there is a script for that ? Or anyway to work around it ? If there isn’t, is there a script that can help me update the status in the 1st Table when a form is submitted in the 2nd one ? PS: FI, I first wanted to keep everything in the same Table ‘Leads’ until they became clients but I need more info between pre-sub. and sub. and I couldn’t fin

Hello Airtable people!I am trying to use the Rest API through a python script to create a subcategories table with a multipleRecordLinks field that links to a category table. I am having the toughest time trying to create this field and decipher the error messages I am getting. I am hoping someone on this community can help me.My first attempt looked something like this:{"description": "A list of all of the subcategories","fields": [{"name": "Category","options": {"linkedTableId": "tblPyvCqwd50kh7P2","inverseLinkFieldId": "flduKctYyZ1ckgVxR","isReversed": false,"prefersSingleRecordLink" : true},"type": "multipleRecordLinks"},{"description": "Name of the subcategory","name": "Subcategory Name","type": "singleLineText"},{"name": "Display Color","type": "singleLineText"}],"name": "SubCategories"}And I get this error message saying that options that I've included are not included:{'error': {'message': 'Invalid options for SubCategories.Category: Failed ''schema validation: inverseLinkField

When you are exporting an attachment value from the API the JSON object has multiple properties: url, width, height, etc. We have made it possible to distill the JSON down on our platform, https://www.csvgetter.com.This means, if you'd like just want image URLs in an Airtable CSV export, you can do it quite easily now. Check out this brief video demo of how it works:https://youtu.be/4IvIj0ir-BY 

I've seen this question, but not the type of answer I'm hoping for. A CURL example is a great for me to translate the request. Similar to the CURL examples in the docs for List Records, it looks like I should be able to request records 101-200 using the offset value returned in the original request. The docs say it's a Query, therefore: ...?offset=itrvDOnB9cbRDnn63/rec1VA0JPORC2S9Zz It's not working. I haven't inspected the returned headers yet. So the questions:-- should the request be RAW or POST?--should/could the request be a JSON payload instead of querystring params? I need to retrieve thousands of records. My follow up question for data from a different table, USING JSON Payloads can I somehow filter fields? There are many fields I really don't want to process on my end.Thanks,ScottIDS PS: I plan on using POSTMAN for testing.

According to the API docs, it should be possible to set a rollup field using the REST API.However, if I send this:{ "name": "Total Points", "description": "Automatically calculated total points for each user", "type": "rollup", "options": { "fieldId": "fld...", // Field ID of a "Points" field in a Points table "linkedTableId": "tbl...", // ID of the Points table "aggregation": "SUM" } }I am getting this error:{ "error": { "type": "UNSUPPORTED_FIELD_TYPE_FOR_CREATE", "message": "Invalid options for Leaderboard.Total Points: Creating rollup fields is not supported at this time" } }I asked ChatGPT and it tells me that rollup fields cannot be created using the API, despite the API docs claiming otherwise. Is this true, or am I doing something wrong here?(Setting up the rollup field using the UI works just fine.)

I have this table set up where I have a running balance of what being added and taken from a cash register. I am running this script for it: // change these names to pick a view:let table = base.getTable('TIN');let view = table.getView('ALL');let result = await view.selectRecordsAsync({fields: ['Gross Added or Subtracted']});let runningTotal = 0;for (let record of result.records) {// change the field names here to adapt this script to your baserunningTotal += record.getCellValue('Gross Added or Subtracted');await table.updateRecordAsync(record, {'Running Balance': runningTotal,});} BUT, when someone counts the actual amount in the register, I want the running balance field to become equal to the actual count. How to I do this? 

I am trying to achieve the following:A "Points" table that stores usernames and points associated with themA "Leaderboard" table that aggregates all points for the users, i.e. sums up the points for each userI set up the Leaderboard table first where I defined a "Username" field as the primary key and a "Total" field as a number field. Worked fine.Now I wanted to setup the Points table so a Username field points back to the primary key "Username" of the Leaderboard table, like this: { "name": "Points", "description": "Points table to track points per user", "fields": [ { "name": "Id", "type": "singleLineText" }, { "name": "Username", "type": "multipleRecordLinks", "options": { "linkedTableId": "tbl..." } }, { "name": "Points", "type": "number", "options": { "precision": 0 }

Hello, i'm calling an API but i'm getting different results if i'm using Android or iOShere is my call:https://api.airtable.com/v0/appOwBv51ih******/teamtim****/?filterByFormula=FIND("Maurizio Polverini",{Nome})=1&sort%5B0%5D%5Bfield%5D=ID&sort%5B0%5D%5Bdirection%5D=ascAndroid response (it works well as everything is sorted "asc" by the column "ID") - as you can see everything is well sorted starting from fields{ "ID":36:--------------------------------------{"records":[{"id":"recHkGRBjaYe3ohuO","createdTime":"2024-11-09T08:19:32.000Z","fields":{"Nome":"Maurizio Polverini","Created":"2024-11-09","Device":"Android","Entrata":"9:19","Uscita":"9:20","GPS":"Estensione GPS non attiva","Ore Lavorate":0.016666666666666666,"Mese Nome":"novembre","Anno":"2024","ID":36,"Giorni":"09","GPS Uscita":"Funzione GPS non disponibile per l'utente"}},{"id":"reczyPzSXGnyMGXey","createdTime":"2024-11-09T08:20:46.000Z","fields":{"Nome":"Maurizio Polverini","Created":"2024-11-09","Device":"Android","E

Hello Airtable Community,I'm currently working on creating a custom extension in Airtable, but I've encountered some challenges and would appreciate any guidance. I have followed the prerequisites and setup steps, including installing Node.js, setting up a project directory, and running the commands “block init” and “block run.” However, I'm facing issues when trying to connect the extension to Airtable for a live preview.Here are some details:Project Directory: I've set up a new directory and used “block init” with my Airtable base and block IDs.Development Server: After running “block run,” I see the localhost URL, but Airtable seems unable to connect to it.Environment: I'm using a Mac with all required dependencies installed, including the latest version of Node.js and the Airtable Blocks CLI.If anyone has experience with troubleshooting these types of connection issues or can suggest further steps, your help would be greatly appreciated. Additionally, if there are any common config

Hi, following these instructions Sending Airtable Data to Microsoft Power BI & Power Query | Airtable Support I was able to link a single Airtable table to PowerBI and this works very well. However, I would like to link multiple tables from the same Base to PowerBI. Does anyone know how to solve this? Cheers!

Hello,I am coding a specific HTML form with google script and airtable. I am using the webhook automation with my HTML form (using action=" URL of my airtable webhook ").  <form class="form_style" id="subscription_form" action="https://hooks.airtable.com/workflows/v1/genericWebhook/app5FlLF4JRKgnLGQ/wfle1FROme98xqd3d/wtr9QlkcULz" method="POST">  All work fine but I am always redirected to the airtable success message. I tried to use AJAX with google script and Airtable but had no success (I saw that CORS is a problem with webhook automation). I want to stay on the page and display a success message (form submitted on the same page). Could it be possible and could you help me, please? Best regards

Hi,I am sure you will all tell me to simply build my web form in Airtable and connect it to my website. ( I dont know how to do this). I have a web form with fields in it on the web site ( fluent forms on WP) . I have got a token and connected to Airtable but i do not know how i can use the fields in the web form to create the fields in the Airtable base?any help will be gratefully received. ash 

I am using API calls to read information in a Airtable Base and bring in values into Excel.I only have one person as a Collaborator in airtable but multiple people have a copy of the Excel sheet in my team that use the sheet and its associated calls but they are not registered with Airtable.I am on a free plan but I see that my Monthly API calls are over the 1000 person limit. I plan to upgrade to the Teams plan with will give me 100,000 calls but my question was if I do so do I need everyone who uses my Excel sheet added as a collaborator just because the sheet they have has the API calls?

Hi AllI am trying to connect to airtables through power bi and have the API setup with the key, base id and table id. however when i enter the details into Power Bi i get an "We couldn't authenticate with the credentials provided. Please try again." error. now sure why as i do have access to the airtable with the same power bi credentials.Thanks 

To create a base through API you  need to provide a workspace_id -> https://airtable.com/developers/web/api/create-baseBut I can't find a way to list the workspaces a token/user has access to. How do I get the different workspaces for a token (in non-enterprise accounts) ?

Greetings devs! First post here after doing a bit of googling to no avail… I’m looking for an example of how to upload a zip archive to an attachment field. In the documentation there is mention of attachment objects but no mention of how to create one pro-grammatically. Any sample code or general guidance would be helpful regardless of language although Python would be greatly appreciated! Cheers, Jean

Hello, we have had 422 errors in our integrations suddenly, when trying in post man everything works correctly but from the VB.NET application the same record gives error 422, this is happening in several integrations from different databasesEdit: for now all api integrations are working fine, check yours

Goal: importing JSON from an open API into my airtable base.How: Using a script extension in the base (at the bottom of this message), with proper error logging.Result: No return after “let response;” The script just seems to stop without any error triggering. The last log is “console.log("⏳ Start fetching domeinen data...")”Test that does work: A curl request to the API does yield the complete JSON, just as a request through postman. So the API is reachable.The code to request and import the data:  // API credentials let apiKey = "(API key censored, but it's working)"; let apiUrl = "https://opendata.slo.nl/curriculum/api/v1/domein/"; // Function to fetch the domeinen data async function fetchDomeinen() { console.log("⏳ Start fetching domeinen data..."); let response; try { response = await fetch(apiUrl, { method: "GET", headers: { "Accept": "application/json", "Authorization": "Basic "

I have implemented OAuth integration with Airtable.However, if the users want to switch another account, they cannot do that because browser stored last login session. Are there any way to get rid of it ?