First of all, I would just add a link to his bookmarks bar on his browser that takes him to a view of the table whenever he wants. Or you could just expose the table for internal company use in a web page.
I’m not sure that an automation would work since they fire once for every record that matches a condition or enters a view. A field that calculates the hour of the day (trigger field) would clearly generate more email than desired.
First of all, I would just add a link to his bookmarks bar on his browser that takes him to a view of the table whenever he wants. Or you could just expose the table for internal company use in a web page.
I’m not sure that an automation would work since they fire once for every record that matches a condition or enters a view. A field that calculates the hour of the day (trigger field) would clearly generate more email than desired.
Thanks for your reply! I agree, keeping a tab with the table open would be the best solution, but to be blunt, I am dealing with an older man who comes from the banking world and expects people to hand information to him. I have tried to get him to just check the table, but I hit a wall there.
Thanks for your reply! I agree, keeping a tab with the table open would be the best solution, but to be blunt, I am dealing with an older man who comes from the banking world and expects people to hand information to him. I have tried to get him to just check the table, but I hit a wall there.
Unfortunately, Airtable is a relatively basic & simple app, and it doesn’t have the ability to do what you’re looking to do.
You would either need to share a view with him (as previously suggested), or you would need to write your own custom JavaScript script to do what you’d like to do.
But typically, these sorts of things require using external platforms and sending your data elsewhere.
For my favorite low-code approach to handling this, you can turn to an external automation platform like Integromat.
I am a professional Airtable consultant and a Registered Integromat Partner, and the Integromat link contains my personal referral code. If you need to hire a consultant to help you setup any of these things, please feel free to contact me through my website at scottworld.com.