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I have a file with booking/reservation information, which is updated once a week.Since the export is different from the table (names, etc), I have to adjust the fields for the import every single time when I import the information again.Is there a way to simplify this with an external, 3frd party, integration?Thanks for your help.
One of my workspaces was on Creator plan and I believe it was upgraded to Pro Plan Trial once I added collaborator. On the Billing page it is now telling me: “This workspace has 18 days remaining on the Pro plan trial. It will automatically be placed on the Free plan once the trial expires.” I am wondering how I can make sure that this workspace is downgraded back to the Creator plan and not the Free plan. I’ve changed all collaborators to read-only so this workspace should still be eligible to be on the creator plan like it was before but I don’t see any option to make this. Similarly also wondering how I can make a workspace on Free plan into Creator plan if there are no additional collaborators on the workspace?
My goal is to use Airtable to manage orders of materials. The idea is to invite people in charge of the orders as full users in the paid plan, and create a shareable link to a form which could be used by others in our org to order materials - therefore they need the ability to create records through a form only.The people making orders do not need or want to use airtable - they just need a channel through which to make orders. They would be using these forms only very occasionally, like once a month or similar. Also the group of people is large, up to tens of different people with occasional needs.The people managing the orders would be active users of Airtable.Is it possible to use Airtable in this way or would we be billed for every single person who has access to the form? Obviously we don't want to pay hundreds of dollars per month for the ability to interact with Airtable forms every now and then.
Hey there, We have looking to set up Airtable as a CRM and it seems to be a great option with the exception of e-mail tracking. We’re still using Hubspot for e-mail tracking. However, we’re really keen to ditch Hubspot but I don’t think it’s possible to solve the e-mail tracking from within Airtable. Does anyone have any experience with any other CRM’s that offer email tracking and offer a clean/straightforward integration with Airtable? Any help would be greatly appreciated.
I need to upgrade my account. When I go to billing I’m being charged for a second collaborator… When I go to manage collaborators she does not show only in billing. Suggestions how to delete?
Hi! Im having trouble wrapping my head aroubd this but I am trying to duplicate records and assign then a random date inside the current month and then make them not to duplicate on the same date. So duplicate 1 = month/day 5 Duplicate 2 = month/day 7 And so on on a random fashion but checks not to create one on the same date as another duplicate. I will have them linked by month. Any help appreciated
I am trying to find a way to share tasks with a client without them needing to sign-in but with the ability to leave comments. As of now I like the idea of embedding a view but I have not found how to allow comments (say to give approval or feedback). I also tried an interface but that requires sign-in.
I run a team of 4 Collaborators and I need to share the information with them, but I want that each collaborator could see only the records linked with his name.As instance, I'm the sales director, I can see, add, change and update all the clients and records.Jonh is a sales, he can only see, add, change and update his clients (not the Mara's ones)Mara is a sales, she can only see, add, change and update her clients (not the John's ones) I can't find how to do it.
I want information in my base to be available to the public. I (will) have a public website, within it will be a search page. From there I would like users to access my base. BUT, access must be read only; and upon opening the base, I would like the first view to be only the FILTER tab. Users should never be able to see or have access to the entire base. Is this possible?
Hello - I am clear on the subtleties of Workspaces and chargeable collaborators, but one point remains unanswered.Does the top-level 'account holder account' have to feature as a collaborator in any or all of the Pro Plan workspaces that sit under that account? In other words, can I: make one of the collaborators a second owner of the workspace (assuming the workspace was created by the account holder) then ... delete the account holder as a collaborator on this workspace I don't have an environment in which to try this on my own at the moment.Thank you!
Let me describe my issue with a mock-up.I have a database with two tables: People and Projects. People are linked to Projects (people can be on multiple projects and vice-versa). I want to have an information how many People in common each pair of projects has.I would start with creating a junction table Projects x Projects, lest call it Project Matrix, using a script. And after that is there any way to compare those two?Here is a database created to present the issue - https://airtable.com/shrQjmLrg3CHtXUlI Creating some flag for each Project or Person won't work, because in the real thing (the non-mockup) there are hundredths of People and hundredths of Projects.Can this be done without a script? If this has to be done with a script - how such script would have to look like?
The images being uploaded by the AirTable form are not showing in the table and cant be used. It is random, I have tried many image files to test and the icon every now and then show but sometimes don’t show. When we download the image from the table record and reupload it works fine. Can you please explain why? Help us fix? Or investigate to fix.
Hey Everyone,Wondering if anyone knows of a way to edit a record in a shared table in one base that is from another base in airtable.I operate off of one base daily and have a shared table of all of my projects from my projects base that I check everyday, but whenever I want to update something on my shared projects table I have to go to that specific base to do it, which is kinda annoying so hoping for a solution.
How do I know if I submitted a form through Airtable? I received a copy of my responses, but I don’t know if this means my firm was submitted or not since I didn’t get a confirmation. Thank you!
Hello everyone,I am working in a company that negotiates tariffs and preferential offers from big suppliers and makes them available to members of our community. I want to have an efficient way of displaying these discounts to any and all who might need it, and make sure they are easily understandable. The issue is that the format of those discounts varies from one supplier to another. Some suppliers just have a form people need to fill, others require sending a PDF, etc...The simplest thing would then be to have some cards displaying information as a text, possibly with some extra attachments or buttons. I found some pretty good examples on the type of display I would like on JoinSecret and BuiltFirst. I think that tiling cards in some sort of "bounty board" really makes information easily discernable.The only issue is that cards do not expand as the text is too long, which limits my Gallery. Is there an option to have a clean gallery view similar to what is shown in the sit
OK Guys so I have some redundant collaborators who I need to delete. I have been into the share dialogue and removed them. I have have deleted all tasks they were assigned to. Yet the gosts seems to persist in my Canban views as below. and the collaborator called internal action - I don’t seem to recall having created this. Ultimately it results in useless columns taking up space in the Canban view as well as the legacy staff names being constantly present. any help on getting rid of this would be appreciated!
I have a base that has been populated by data from a form sent to alumni of our program. We would like to send these to our students once a quarter for updates. However, sending the form again just creates duplicate records. Is there any way for Airtable to recognize the same answers on multiple records (same name, for example) and just update the fields that are different? Maybe a better way to ask… Is there any way to send a form that updates existing records instead of creating new ones?
Hello! It seems like it would be intuitive to have a Calendar view that is similar to a “Dispatch Grid View” from other software (like ServiceFusion, screenshot attached), but I do not see that option! I even tried the Ghant view which is the closest thing, but that shows records by the day, not by the hour. Use case for service industry: We have a Job records with Staff assigned to each record. It would be helpful to be able to view the calendar on an hourly daily basis per Staff. This way, we can better allocate resources and see conflicts in our schedule. Again, see screenshot as an example. Thanks in advance!
Hi all, I created a form for our clients to submit information and toggled the "allow people to request a copy of their responses" and I got an email the next day saying this option disappeared for them on the form. So I pulled up the form in my table and the option is now "unclickable" even though I haven't changed plans or made any permissions changes since creating the form.Any ideas why it won't let me toggle this on so they can receive a copy of their responses?
So, I have 4-5 Beta testers for some software. I have a list of things that I want them to test. Once they test the stuff, they can upload videos, comments, etc...But if I share one table with several users, then they will overwrite their notes. How do I use One Table, but share with multiple users and not allow each user to see or update each other's notes? I guess, the short question is, how do I share among four users, without making four different Tables. Is there a way to make one table, but isolate users input from each?
Hi - I'm using a list view on interfaces to show a list of assignments by individual. Each individual is apart of a specific team. I'm running into issues with only one team populating nested assignments while individuals on other teams is showing up with empty assignments.Organization - Level 1 = Assignments | Level 2 = TeamAppreciate any support in solving or if this is something that's other's are figuring out too. Thanks!
We are using a timeline view that is grouped by tags and set to "split multiple values into individual groups." Depending on the browser/computer that opens the timeline view, the order in which the tags are grouped changes. Both instances are using identical settings for the grouping and are being viewed via a shared link. The Sort feature is not used at all, only the ordering based on Group.Below are screenshots showing the behavior: In this instance, "A" was taken from Chrome and "B" was taken from Edge from the same computer. However, we have users who are using Chrome and see the incorrect order like in "B." Incorrect results have also been seen in Safari, Brave, and Chrome set to incognito.Is there a different approach that can be used to guarantee that the order of the groups is consistent across browsers/devices?
I have a column {Sentence with Plain Value}, whenever a value that is listed in column {Plain Value} exists, I want it replaced with the value in column {Value with R Ball} and outputted with other initial values in the sentence. For example:I love to have a Big Breakfast will be -> I love to have a Big Breakfast®A Burger is delicious -> A Burger® is deliciousHow can I accomplish this?
I saw a thread that mentioned being able to change the air table theme even though you couldn't change background pictures and such directly. I can't find the source of the source again, but what I remember is that it may have been available through some sort of lab or designer or dev space, and it mentioned some sort of bizarre leopard print option, if that rings any bells.
Hi All,Hope someone can help!In our base we have multiple Proposals (in one table) linked to each single Sales Opportunity (in another table).I would like the proposal's naming convention to be "{Sales Opportunity} - Proposal 1", with any further Proposals linked to the same Sales Opp named Proposal 2, 3, etc. (ie not using an Autonumber field that simply counts all records in a table). Ideally the number will not change if an earlier Proposal is deleted (but not the end of the world if so).Is anyone aware of a way to do this besides manually?Many thanks!
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