Other Questions

Hi all, I’m new to airtable. My students complete a form that captures their goals for the year. Is it possible to have another form that will populate the goals after I choose the student’s name? I’d like to use the second form to create notes on goal progress. Thanks!

I’m not clear how to setup an order form - The customer (input) experience should be to lookup product 1 add product and quantity (or variants) to order lookup product 2 add product and quantity (or variants) to order (customer see’s product total’s summary as we can see in Grouped views submit order request

Hello all, I’m working through the parent-child relationships of a self-linked table. I need to build a hierarchy or path which traverses a multi-level hierarchy using a “child” relationship. Some other solutions in these forums are focused on a “parent” relationship column, such as the excellent solution by @Justin_Barrett here: https://community.airtable.com/t/parent-child-tree-hierarchy/44094 Using the above solution as an example, I would like to build the following hierarchy: I’m open to other feedback on how construct this, even if it isn’t a scripting solution. I’ve just used the above example as a starting point. I’m also aware of the parent vs child tradeoffs of self-linking tables. I’ve gone through multiple iterations of this project already, trying both approaches. Thanks for the help!

Hello! I have two large tables with different data for members of my union. Individual members in both tables share the same ID # in a field in both tables. I’d like to link the tables in such a way that data from field from Table A will automatically copy to a linked field from Table B, based on the common ID# field that the two entries/rows share. How would I go about doing this? Most beginner field-linking demos show me how to link fields, but then I have to select which record to link to manually by expanding the cell and selecting the record. But Table A and B both have hundreds of records and I would like to automate this process so that anytime there is a value in the linked field from Table A, it gets automatically added to the linked field in Table B, organized around their shared ID # field. I can do some scripting but am not an expert. Thank you! Jacob

Hello Can someone give me an advice? Sorry, but my english is not great to explain everything as I want. For a restaurant, I have recipes, with ingredients, and they came for vendors. What is best? 3 bases linked, or just 1 base with everyting? The 3 bases, that look logical to me, are: recipes, inventory, and vendors. recipes, with photo and calcs to estimate costs inventory, to track ingredients costs from different vendors, quantities in stock, and reorders vendors, where I can see their ingredients, with their contacts, and track the payments Ingredients is the only thing that must equal in all the 3 bases. But I never did any base, so maybe I’m thinking wrong. Thanks in advance

Plese help! Since 2 hours ago I can’t upload files in attachment fields.

Hello, I have a problem with data manipulation when grouping records on a date range. Each record has a date and a time, (they are cash receipts linked to a cash register). Of course I have multiple records per day. I want to group these records by day and verify the data via another table (the cash register verification table). To group my records on a date range I have no problem (I used formulas of type DATETIME_FORMAT(Date, "DD/MM/YYYY ")). On the other hand I want to use the sum of each day and link this sum in another table of my database and I can’t do it with the rollup because it considers the records unique and not grouped. In short, on the one hand I have customers who buy, and on the other hand I want to do a data validation on the totals of several columns per day and this without having to link via a rollup each record of each customer. Thanks for your help.

Hello, anyone get this error and message when pasting data? → Sorry, your request conflicted with another change I’m getting this on the web and desktop version, with any kind of file, even just created ones. Thanks.

I’m having a bit of trouble managing complex bases that heavily rely on linked records across tables. I’m finding that, as I develop a project or a record keeping methodology I tend to change field names to help myself and my teams keep information conceptually well defined. This becomes problematic when a renamed field is a linked-record field type. Because the newly edited field names from one table do not update the linked-record field name in the related record/table, that other table can quickly become very confusing and difficult to relate to. Of course this can be corrected by carefully managing names across tables manually - when one field name is changed, the editor carefully changes all linked-record references to it across the base - but it is starting to become a whack-a-mole problem for me. Can anyone relate to this problem and/or provide insights on how to get past it? Would it be a reasonable feature request that the names of linked-record fields are inextricably lin

Hi! I Created a Date field and used a formula field to output the day of the week because I’m hoping to get an output that reads something like, “Saturday, August 20, 2022” – When I use the concatenate function, the date formula changes from Friendly to ISO with time added. Time was not enabled on the date field. Is there some other workaround to get what I’m looking for? Thanks in advance!

Hello! I am interested in creating a Master Calendar that will allow individual freelance staff to access the calendar and input their availability dates. Each person can only be able to see their information, not the information another freelance individual has entered. I then want to be able to see all entries in my Master Calendar. Does anyone know how to do this? This will need to be a calendar they can access at any time to input or update their personal information. What is the best way for them to access it and for me to remind them to update on say a weekly basis? Thank you! I cannot seem to find specifics on this.

My goal is to detect overlapping usage of a resource on the same date and provide information of the respective overlapping record. For example: 2022-08-04-Resource1 User1 → Show User2 2022-08-04-Resource1 User2 → Show User1 I’m using an adapted version of the mark duplicate script to link records that share a matching string with each other and look/roll up information from the respective other. That worked fine until the growing dataset started causing script timeout issues (60s). Recently @Justin_Barrett taught me how to use REGEX extract. I thought to instead create a roll-up on the resouce and REGEX extract the records string out of it. Unfortunately, it will only match the first string (and seems not easy to exclude itself). I wondered whether there’s another way to achieve this?

Hi! I’m using the Pivot Table extension to summarize my expenses per category/month. It works a treat: Better yet, when I click on the values on my table it shows me the records related to that specific value (the expenses related to that category/month). Almost perfect, but the information shown on the right side is not really helpful. I’d love to be able to see custom information like the Amount and Payee (both are columns on my table) in the summary of each record. I understand Airtable is choosing the info that gets displayed because they are the values used on the pivot table, but they are repeated and not very helpful. Is there a way to choose what gets shown there? Thank you!

Hello! Looking for help or to find out if this is actually possible. I am looking to pull numbers from a row in table A and paste it in table B in one current field. So in other words I want to transpose a row from table A into table B, If that is possible. Thank you in Advance

Question: Here is my formula: IF(AND({ITEM DESCRIPTION}),{ITEM DESCRIPTION} & " - " & {TASK TYPE} & " " & {TASK NAME} ,BLANK()) I need a - if the task name is filled in the drop down field to separate from the task type, but if the task name is blank, I don’t want the - at the end of the task type - make sense? ITEM DESCRIPTION - TASK TYPE - TASK NAME But what I don’t want is ITEM DESCRIPTION - TASK TYPE - , when the task name is blank, It would read ITEM DESCRIPTION - TASK TYPE Thank you!

I have several linking records that involve student teachers, what school they are working in, and what times they are teaching. What I want to do is compare one student’s availability with another student’s availability. I started with this: But I would like it to look something like : I thought about using a formula on my first table to create the information : ` IF(Student=“Student 1”, “Yes”, “No”) However, that returns “No” for everything. How do I set this up so that I can compare two or three students’ availability while eliminating all the extra information? For instance, if want to compare student 1 or student 3, I don’t want to see student 2’s information. (I am actually dealing with 12 students on 5 different days.)

I have 3 tables. Table 1 has data on associations (ie-condos). Its primary key is association id Table 2 has a secondary key of association ID. Table 2 has a field for meter id and meter location. and usage amount , time period etc. Table 2 is where the user will type in the usage data for the correct meter when he has the utility bill. I created a 3rd Table,also with a secondary key of Association ID. This is because for any location, the meters (and meter IDs) are replaced periodically so the meter IDs will change. Of course the meter location stays the same. Table 3 has the meter Id, meter location and date placed in service So in Table 2 I want the user to be able to select , only for his association ID, the meter location that has the most recent date of being placed in-service. Table 2 should be populated with the meter ID associated with the selected meter location. Hope this is clear. Not sure how to implement TIA

Hi, everyone! I am working on the creation of a Recruitment Tracker, I’ve added the columns that are going to be filled by my boss, however, that information needs to be broken down per participant. For example, my boss would add that they need 5 salespeople. I need to find a way for it to show a record per position required (5 records in this case) with all the other information that was already submitted, but I’m not sure how to do it. Have any of you encountered the same need / problem? Thanks in advance!

Hello, I need some basic button scripting help if anyone is willing (at least I think it’s basic). I have two tables: Customers (parent table with all information related to the customer) ContactLog (child table showing all of the past interactions with the customer). In the ContactLog table I have the following relevant fields: CustomerID (linked record field type back to the Customers table) DateContacted (Date field type) ContactType (single select with options such as “Call”, “Email”, and “Text”) ContactResult (single select with options such as “Voicemail”, “No Answer”, and “Answered”) Notes (long text field type). Whenever we interact with a customer we add it to their contact log so that we have visibility across the company on conversations with customers. An example would be in the record for customer John Smith I add a linked record from him to a new record in the contact log with the DateContacted (8/11/2022), ContactType (Call), and ContactResult (Voicemail). I a

If you create a template in Airtable Universe and someone signs up and registers with Airtable for the first time because of your template, do you receive referral attribution for this new user sign up? I think this would be fair, and a great incentive for users to create ultra high quality templates and then publicly promote them on their social media, courses, marketing, email signatures, etc…

Just a small thing, but the change your password flow is a bit odd. If I see two boxes, I expect the first to be ‘current password’ (for validation) and the second to be ‘new password’. Either that, or they’re both ‘new password’ with the second as a confirmation. Airtable has it backwards! ‘New password’ then ‘current password’. This is odd, and caused me to go in circles. Of course I could just be an idiot but this could be a lot clearer.

Hi Airtable community! I have a base structure where: The first table is a list of email projects linked to a second table of tasks The second table contains all the tasks for the email projects in the first table, grouped into “send” dates A third table with a template of email tasks that are the same for each email project I’ve implemented a script so I can generate the email template tasks with the click of a button within the first projects table: let projectsT = base.getTable('Marketing Projects'); let tasksT = base.getTable('Project & Individual Tasks'); let taskTemplateT = base.getTable('Email Task Template'); let project = await input.recordAsync('Pick a project', projectsT); if (project) { output.text(`You picked ${project.getCellValueAsString('Name')}`); output.text(`Creating tasks for ${project.getCellValueAsString('Name')} ... please wait`); let taskTemplateQ = await taskTemplateT.selectRecordsAsync(); let projectTasks = []; for (let task of ta

I have been able to implement the script that sorts linked records by A-Z/Z-A or by if the field name itself has a number 1-10/10-1. What I really want to be able to do is go one step deeper and sort by an ‘order number’ that is in the linked record itself. Can anyone point me in the right direction? For reference, I am using an automation to bring in records that are in order on another table - but even in order, the automation doesn’t bring them in the full order in which they are in the linked table for some reason.

Hello Airtable Community, Does anyone have experience with Airtable and accessibility? Is Airtable accessible to visually impaired users who use a screenreader, magnifier, refreshable braille, or other technology to interact? I’ve done a search and don’t see anything in the community except a link to a thread that’s been archived. Any guidance is appreciated. ~ Aaron

I already managed to make a postal code based lead distribution to specific agents. My challenge now is to work with credits and subtract 1 credit from every agent who received a lead. Does somebody have any idea how to fix this?