Other Questions

Hi there, We are attempting to create some sort of conversion tracking tool for our leads. The fields in our data table that are relevant for this are: Account Type (Lead, Customer, Rejected), and Source. There doesn't appear to be a way we can easily create a table, like in Excel, where we can simply name columns and create formulas in each cell. Here's the table we're attempting to recreate: The issue we're running into is we can't create the majority of the columns seen in this screenshot. Any ideas to help?

Hi all, We use Airtable as our internal operating system but our customer-facing web-app is built using a Postgres DB. So, we’re trying to two-way sync our Airtable base with our Postgres DB. We’ve looked at other tools such as Retool or UI Bakery that allow for SSH tunneling but really don’t want to leave Airtable. We’ve also looked to connect Airtable to our db by way of Zapier but Zapier currently requires us to whitelable essentially all IP adddress for the Eastern US to enable the connection, which we’re not comfortable doing for obvious security reasons. Also, Zapier does not currently support SSH tunneling. We welcome any solutions or suggestions. Thanks, A.J.

Hello! I am trying to sync my airtable to a SQL Server Management Studio Database. Essentially, I want the database to update every time I make changes to the airtable. Is this possible via code? I have looked everywhere on the internet to find a 3rd party solution, but none seem to accommodate for MSSQL, and if they do, they are faulty. Has anyone solved this issue using Python code, so when the code is run, the database updates based on the airtable?

Hello, We use airtable to manage a database of audio assets and often use the preview function to listen to the songs. The previews regularly freeze like it's a buffering issue and we need to refresh the page or skip the audio a little to get it to work again. It used to be now and again, but now it happens every single time we try to play a song. It affects multiple users across multiple fibre optic wifi connections and has been ongoing for years. We tried all the usual stuff like different browsers, clearing the cache etc. but nothing seems to make a difference. It feels a bit random and buggy. It happens in table views, record views, list views and where we mostly use it... interfaces. It has also happened on hundreds if not thousands of files from various professional sources. We can still preview everything eventually but it just slows down our workflow dramatically. I understand this might just be something specific to our use case and I can imagine browser caching doesn't help,

Me and my team is often using Airtable on our phones. One of my colleagues is editor in two bases. However the app only allows her to filter on her phone in one base and not the other. They're both personal grid view. Is says this when she tries to filter in the base she can't filter: "UNSUPPORTED FILTERS This view's filters cannot be displayed in the iOS app yet. Please use airtable.com in a desktop browser to display and edit it." Does anyone know why that is?

When creating filters for views, I often have to select a lot of options from a multiselect field. Once i've selected more than a couple, it becomes difficult to see all my selections. It would be great if the filter view area could be enlarged to full screen or expand to display all the available options.

Hi Everyone, I’m getting a few enquiries about clients wanting to move from HubSpot to a Airtable based CRM. It looks like HubSpot allows the export of the Contacts, Accounts, Deals and probably other related activities but I wondered if anyone has been through the pain of doing this and associating the records back in Airtable. Any advice, tips, lookouts is greatly appreciated. Jason

What is the best form app which enhances airtable forms ? https://on2air.com/forms/ https://www.fillout.com/airtable https://miniextensions.com/category/form/airtable-form/ https://www.feathery.io/blog/airtable-forms-a-comprehensive-guide-for-2023 https://www.dronahq.com/airtable-forms/ https://nativeforms.com/airtable https://www.formstack.com/integrations/airtable [Create Airtable records with Webflow Logic ](Create records in Airtable with Webflow Logic ) https://www.typeform.com/connect/airtable/

Hello, I have a price list table and I want to update them following sector index. I will use api from the french statistic instute to automate the process but I am not sure which tool to use. I woyld be keen on just doing an airtable script. I am able to use the api of the institute (but I don't know how to code it into airtable script), the answer is a big xml file which contains basically a large number of series with dates and values for each in two lists of the node serie X. What I want is to be able to parse this xml to merge the dates because there are the same and put it in a column and create one column for one index with the value. There are plenty of tools but I don't know which process is the best. Thanks you for your help! If required, I can attach the xml response file.

I’m very new to airtable but have learned a lot by watching tutorials and searching the community. I’m not sure if I’m searching for the right thing for this particular issue though. I’m setting up an airtable for a client who has a form that needs to be completed by his clients on a weekly basis. He needs to know who hasn’t submitted the form 3 days past the day he sends it out which will be on the same day each week. For instance, he’ll send the email with the form attached to be completed every Monday and if someone doesn’t fill it out by Thursday, we need to automate an email to follow up and remind them to complete it. I’m thinking I need a field dedicated to auto-populating whatever the current day is or at least a formula that shows when the week starts and when it ends. What formula do I need for this? This is literally the last thing I need in order to complete this airtable setup but I can’t figure it out. Any help would be greatly appreciated!

I have a solution with 2 tables: An Invoices table containing invoice information (date, amount, etc.) A Payments table containing payment information (amount, method, date, etc.) I want to link these tables so payments can be applied to invoices. I need a column that shows the remaining balance of each invoice after full or partial payments are applied. I created this using a lookup field and formula field in the Invoices table. However, I'm having trouble when I need to apply one payment across multiple invoices (either to the same vendor or different vendors). Currently, the lookup field calculates the full payment amount towards each invoice, which is incorrect. Is there a way to split a single payment across several invoices, allowing me to specify how much of the payment should be applied to each invoice? I need the final balances to correctly reflect the payments for each invoice.

Hi, I am setting up an automation with integration with Outlook emails. I can only find limited trigger options. I don't want all my emails to go into AT, only select ones. I figured I would do this by making the trigger conditional, i.e. only when an email is designated with a certain category will the integration trigger and the email post in AT. Does anybody know if this is possible? Thank you in advance, Christopher

Hi there-- When working with the Form builder (NOT the interface or the form view), I get the following message when I go to publish a form with a linked field. Does this mean that the linked record itself is somehow exposed, or is this warning just in regards to the fact that the linked field in the form builder can be configured to show additional fields and not just the primary field? Thanks in advance for any help. Linked records will be visible to anyone on the web. To hide sensitive data, edit the linked record field to limit what users can select.

I have a list of volunteers that, when I collapse all, clearly shows their hours for the year - see attached. I would like to sort by this list in order to be able to see who had the most hours this year. Is that possible? If not - how else can I aggregate the info to get what I need? Thanks! ~Lisa

Hi Airtable Community, I am wanting to create dashboards to represent my data from Airtable, using Google Looker Studio. What is the best way to get my data from Airtable into Looker Studio automatically? I have tried using the 3rd party Airtable Connectors offered on Google Looker Studio, but I keep getting an error where access is automatically revoked by Airtable due to "security concerns". I have looked at the 3rd party integrations on Airtable and all seems fine there in terms of permissions. Using the Google sheets sync function won't work as my datasets are too large. And I am not too great at working with APIs either. And the Interface provided in Airtable is not an option. Any suggestions would be great! Thanks!!

As I typed this, it was 11/17 2:45 pm in my time zone (PST = GMT - 8). What I want is to get a field that return what today’s date is in my time zone. I have tried the following fields: TODAY ( ) – GMT contains the formula TODAY () with “Use the same time zone (GMT) for all collaborators” toggled on in the formatting tab TODAY ( ) – not GMT contains the formula TODAY () with “Use the same time zone (GMT) for all collaborators” toggled off in the formatting tab TODAY ( ) using SET_TIMEZONE contains the formula DATETIME_FORMAT(SET_TIMEZONE(TODAY(),‘America/Los_Angeles’),‘MM/DD/YYYY’) (with no option to set formatting available): What I get is the following (again, when it is 11/17 2:45 pm in my time zone (PST = GMT - 8)): TODAY ( ) – GMT: 11/17/2020 12:00am TODAY ( ) – not GMT: 11/16/2020 4:00pm TODAY ( ) using SET_TIMEZONE 11/16/2020 Note that when it was 12:00 am on 11/17 GMT time, it was indeed 4:00 pm 11/16 in my time zone (PST). Which is sadly not when I entered the formulas… So, es

Hi everyone, a few questions as I'm trying to find the best solution. Background; my employee would like to export client data from Airtable to import into a Google Sheet as they prefer working in that platform (they have issues with how AT can't filter/search via record comments, so we use a long text field for 'notes' but it overrides if someone else adds to it -- any solutions here would also be helpful).They will use the data to follow up with clients that have not booked their service after set periods of time (e.g. 3 months, 6 months, 12+ months). Anyway, back to the main issue - they want to be able to sort/filter, or automatically change the colour or move into a group after set periods of time since their latest booking. I'd prefer they work directly in AT as the data will always be up to date and it doesn't rely on automations. They also need to update data in AT after contacting the client so it's a bit of double-handling, but I'm trying to work with them and what suits thei

This is driving me nuts and I can’t believe I’m a hard time figuring this out… I have a personal AirTable account for my freelance clients, personal projects, domestic stuff. I also have several partners that use AirTable. I do not wish to merge these accounts because that’s insanity, but I would like to be able to use both simultaneously without signing out/signing in constantly. Is this a very easy feature that I can’t figure out? Otherwise I’m launching a private window + the app or I could use something like Station to have multiple instances running. Ideally, I’d be running both my personal account and my work account from the desktop app, mobile app, etc. Any ideas?

I’m using airtable as a project management tool amongst other things in my business. It’d be really great to have the time in a date field default to 5:00PM (EOD) for every date entered instead of the current default which is the current time. Is there a way to do this other than using a formula as I’d really like to use the new timeline feature which doesn’t seem to support formulas. Thanks for the help!

I’m trying to create an online volunteer sign up system very similar to SignUp Genius, but through Airtable so that the data is easier to work with on my end for scheduling and data management. Ideally, it would show the event options, the position options, and then once all the positions are filled for each particular it would no longer show the option to sign up for that event. I would want to gather each individual volunteers name, email, and phone number. So this is less for long term volunteer management right now, but so sign ups and scheduling management for a series of related events with similar staffing needs. It’s pretty small scale, we have about 20 events that need 2-4 volunteer staff at each. Thanks in advance for any suggestions!

I’m working on a directory that has a Categories column set to the Multiple Select field type. I’ve cleaned up a good number of mistyped entries in this column, which created a lot of unused categories. Whenever I filter by a category, I see all of the unused data in the list. Is there any way I can remove all unused data?

I'm attempting to paste Date and Time information into an Airtable "Date" field which has the "Include time" option checked. But, when I paste Date and Time information, it all goes in the "Date" part of the cell, and none of the text goes into the "Time" part of the cell. For example, I'm trying to paste "11/21/2024 10:00 AM" into the Date and Time cell, but it puts all of this text under the "Date" portion, keeps the cursor in the "Date" portion, and enters the current time (i.e., 2:13 PM) in the "Time" portion of the cell, lol. How can I accomplish this basic copy-and-paste operation with Airtable's Date-and-Time formatted column so the Date goes in the Date, and the Time goes in the Time? For those unfamiliar, Airtable's "Date" field with "Include time" checked creates a cell with seemingly two cells within it, as shown in the screenshot below. Finally - I have all my data in a Google Sheets spreadsheet, which I could easily copy-and-paste into the Airtable table. BUT, right now I

How do I make an attachment field editable in a synced base? Any work around?

Hello - I want to have a form that has different paths depending on your answer, but all link to an Airtable base. Is that possible? I think I need to use Zapier for that, is that correct? Basically, I do research - so I want the client to be able to choose the type of record they are seeking, and then it will pull up different fields depending on that answer. Once the rest of the form appears, they’ll proceed with their research request and submit it on my website. On the back end, the Airtable would have a combination of some fields that are awaiting input (e.g. their name, contact information, notes, etc.) and some fields that I already have the choices populated (repository, record type, etc.) I’m just trying to gut check that this is possible before I go creating. I would use the forms within Airtable alone for an easier solution, but it’s too complicated to include ALL the fields when some are only needed for certain types of records. Thank for any input! Alexa

I need to use Gravity Forms on my website because it allows me to take Paypal payments as part of completing the form. Can submissions via Gravity forms add records to an Airtable table configured with the same fields?