Other Questions

Airtable newbie here so apologies in advanced for a potentially very easy and obvious question. I am making a marketing dashboard which I want to calculate the amount and quality of leads we are getting from each lead source (fb, google, website e.t.c.) I have made a grid which shows every lead which comes in, I am tracking many details of this lead such as lead source, whether the lead produced a sale, if we had a call with the lead, lead quality e.t.c. What I would like to make is a table which has the lead source on the y axis and on the x axis, I can have total leads, calls had, good leads, bad leads. I would like Airtable to calculate how many ‘total leads’ ‘leads which led to sales’ ‘calls from leads’ per lead source. I hope this makes sense. Thanks in advanced.

We received a notification recently of changes to Airtable attachments that are coming soon. As I understood it, attachment links will expire rather than be always accessible to others unless you are directly logged in. We make and distribute films The only attachment we share in views via links with our buyers is cover art for our movies. Can anyone tell me if this means after awhile my buyers won’t be able to see the art anymore? We sometimes include URL Fields in our views with trailer and/or screener links. Will these expire on shared views as well? Thank you in advance.

First column has a date called “Goods Received” Est Complete is the formula column which should be a new date based on this day plus 60 days. I keep getting an error message, but I can’t see the problem with this syntax. I hope someone can tell me where I’ve gone wrong. Thank so much! dateadd({GoodsReceived},+60,‘days’)

Hey there, i am new to Airtable and have only understood half of the features yet. As I had to learn, that it is not possible to hide views from specific users, I found the sync feature. I do have a database with a lot of personal information about people living I a camp. I was trying to find a way to give some of my users (in this case security guys) the ability to put in the date of the last Covid Test of a person. As this does not work in one base (because I can not hide views) I have done a sync to another base of al relevant information. Is there a way I can let a limited amount of users change information in one or two rows, without letting them see all the rows and letting them change all the rows? Right now I can only see the information in my synced base, but not alter them. Thx for any hint.

I have a contacts tab with all of my customers and their contact information. I’d like to add a ‘sales rep’ column. The sales rep information is on my second tab, interactions. Every time my sales rep enters an interaction for one of my customers multiple times, their name shows up multiple times on the contacts tab for that customer. I just want the sales reps name to show up once. I’ve attached an image to help illustrate what I’m talking about. Any help would be appreciated.

Please correct me if I am wrong, but it appears to me that Airtable does not scale well at all with a maximum record limitation of just 100,000? Thus, it is not suitable for many businesses with a certain size. What other software would you use in cases that you need to scale and more records? I will still use Airtable personally and for certain things, but unfortunately I cannot use it business wide due to the limitations.

Hi, I’m Pablo from Argentina! My query is how do you handle changes in production for a client? When we develop a base for a client and transfer the base to him. We are left with test data; and the client no longer wants us to see the real data of him… If he later asks us to make changes, I can work with the test base that I have left; but at the moment of passing these changes to production, how do I do it? Thanks!

Our (Duda) website was recently transferred to a new administrator, as was Airtable however since that transfer changes in Airtable are no longer showing reflected on the website.

Hey Community :wave: Newbie :baby_chick: here! I have a tab of event submissions and a separate tab tracking prize payouts. I am trying to create a pivot table where I can look at payouts in multiple ways (by event, month, quarter, etc.) For the most part, the table works great, except there is an ‘Empty’ row I can’t figure out how to fix. For example, in one view, column A has event names and subsequent columns are for each month (column B - Jan, column C - Feb, etc) and the cell values indicate total $$ paid. I can’t for the life of me figure out how to link those ‘Empty’ ones to their proper events so they do not appear as Empty. The only difference I can see between the ones that show properly and those that don’t is an ‘Event’ field in the record that shows name of event (which looks to be linked to a calendar). The odd thing is that if I look at that calendar, I see the ‘missing’ event there, but for some reason it’s not showing up on the list for me to tag… Hope that sounds

Please help. I am not well versed on airtable but I am on Google Sheets. I decided to try airtable for our main sheet (I work with a large dog rescue organization) and have been using the airtable version ever since. But I now find it much easier to use Google sheets for my needs and want to convert the entire airble - which includes aout 8 tabs back to Google sheets. I have tried a couple of things with no success. Am very confused and frustrated. Please help!!!

Hello community. I have a bank statement, inside it I have the words “deposit”, “payment”, etc… I need to populate a single select field based on the content of the text field. It should work like this: IF i find the word “deposit”, select “Income” on single select field IF I find the word “payment”, select “Outcome” on single select field Makes sense? Can anyone help me? Thanks a lot :winking_face:

Continuing the discussion from Formula to choose Earliest Date from list of 6 dates: I am trying to adapt the latest solution from @kuovonne regarding comparing dates and finding MIN or MAX. However I am trying to have some filters to include or not include these dates to compare. In other systems I can use Collect function to determine if a value should be considered or not in this comparison, but im not sure how to do here. I have a table of records, where each record is a product. Each product record has numerous fields associated with different types of purchase orders (8 different order types) and their respective due date, review status, and an approval status. Review status is managed by a variety of team members and indicates if its ready for review or waiting on something. Approval Status is managed by management to track approval status or N/A. I am trying to look at these 8 orders per product, and: 1 column have the date of the earliest order due that is OR review status

Anybody else having issues lately (for the past month or so) having notes edited on the mobile iOS app not getting synced and having the records properly updated? Whenever I make edits on mobile, when I check the record later, all my modifications show up as a blank piece of text. Within the past day or so, checking any notes just crashes the app. Running fastest version of AirTable as of today, 7.5.1 on iOS.

Hey everyone, When sending Outlook calendar invites from an Airtable Automation, the Organizer (From address) is some random email address and not the account connected to the automation. Does anyone know how to change this so that it displays the account it was sent from please? See attached example

Is it possible to prefill an attachment field in a form? I am trying to create a form with two attachments (csv’s) but I want to prefill the first attachment field so the user can see the csv, download it and then upload their editted csv, then submit the form.

I am looking to merge two of the same contacts with Dedupe that have different information but when using Dedupe it shows the two contacts and makes me pick one to use and the other to delete. How do I merge them so there is one contact with all the information.

This feels quite complicated for what I thought would be a straight forward process. Create a Google Doc from template. Create a share link to attach to the Airtable record, the “download document”-step doesn’t work for Airtable. Download a document as PDF to attach to Gmail. Neither step 1’s export/PDF link nor step 2’s share link work for Gmail. Update the record with the attachment and load existing other attachments. Iterate through the attachment field records. Download attachments. Here I’m lost how to set filenames, it’s all file.pdf… Array aggregate with target structure attachments. Send email. Here I can’t figure out how to attach multiple, it’s either one attachment only or one email for each… File naming: Attachments:

Hi, I’m struggling to implement the best to link records. How do I link records on 2 tables where I want to link records that match entries on 2 columns? In SQL, we can do join by matching 2 variables. But in airtable, we can only create linked records from 1 column. Thanks.

I have a simple base, where each record is a customer. We are the only ones creating new records. For selected (most) customers, I have a vendor/collaborator, that will have an identical list of tasks, assigned to them, for the selected new customers. Same blank list every time. I simply want that list to be added to each new record (customer), that I create in my base. Ideally, the list would have each line with: A simple name of the task (do this task) A check box showing the task is complete A blank line next to it, where the vendor can type in a time/date of completion. (or at least an intended schedule date. Of course a notes section, for random comments. The vendor will not have visibility of my entire base. I can make views or tables that recreate the basic customer contact data, that they need to see, to be able to do their tasks. I just want them to record, and us to have visibility, of the vendors progress, as they complete each task on the view or table, that I share with

I have a Google Sheet with 3 separate columns for Day Year and month … and I would like to instead enter a Date field …It’s a simple table I’m moving to Airtable because it’s more user friendly IMO. … iut’s for about 2000 records. See the picture attached

Hi there, I am using Airtable to help organize my ongoing projects. I have each project linked to another table with all our departments. This way, I can look at all the projects I have linked to each individual department. However! I want to have 3 different views on this Departments table. “Current Projects”, “Completed Projects”, and “All Projects”. As it is, all projects populate for each department, regardless of whether they are completed or not. I tried limiting record selection to a view (such as “completed projects” in my original table), but that doesn’t seem to work. Is this at all possible or am I chasing a dream? Thanks much for any assistance.

Hi Guys, Hoping this is an easy one (however I cannot seem to find a similar problem or answer anywhere on the forum)! I am using Integromat to automate the sending of emails using Gmail, these emails have attachments which are uploaded to Airtable. Everything seems to be working well - the email is triggered in integromat, however all the attachments received are 1kb and cannot be opened. I have tried it with different attachment fields in my Airtable and with different records, still seems to be the same. After the scenario is run in integromat, I can see the below: The link given can be opened in a browser. The attachment settings in Integromat look like this - Hopefully I am missing something easy. Thanks,

I’m encountering the following issue, I have a “Notification” base, which is essentially an “extended” base, which has 3 tables that are synced tables from another base. The goal of the setup is to run asynchronous automations into a different base, due to the 25 automations limit of Airtable. This way, I can have 25 asynchronous automations in this secondary base. It’s mostly about sending notifications, emails, slack, etc. Stuff that doesn’t need to happen immediately. That being said, we noticed the sync doesn’t always work, when changes are made in the main base, they are not synched into the secondary “Notifications” base at a 5mn interval rate. I believe it’s due to “Automatic syncs will eventually stop on bases that don’t have any recent activity. To keep automatic syncs active make sure that some kind of action is being performed in the base on a regular basis.” - Source So, my question is, what is an activity? Because we do perform API reads regularly on the secondary base. B

Hi all, I have this formula IF(date={today()},TRUE(),FALSE()) when… As you can see the column today() = true() doesn’t mark as true() even though they are the same. thanks in advance

So I’ve got a base that I want to run a form out of. The table that the form is within has a link to another table that contains our product inventory, which is selectable within the form. What I’m trying to do is use a second field, a lookup value as a conditional value to drive the actual questions on the form itself. Example, first question is what product are you asking about, and lists product #'s. This is the link back to inventory. If the form user selects 11821, the look up value bring in “soap”, so I want to ask them three specific questions. Any ideas? I’ve tried miniextensions forms to no luck. They can pull the look up value into their form as a read only field, but not base conditional logic off of it.