Other Questions

I have a database, which is extracted from our CRM. We sell and install equipment. There are two key dates, which are important: sign date (i.e. when we won the job) and install date.I have created two formula fields (‘Sign Month (fx)’ and ‘Install Month (fx)’) to give the month in YYYY-MM format. I then have an automation in place to copy these calculated fields into ‘Sign Month’ and ‘Install Month’, which are linked fields.Finally, I have created a Summary table where I would like to roll up various metrics by month (e.g. revenue).This is where I come unstuck and can’t figure out a way forward…I would like to see, for example, revenue by sign month and by install month. That way, I can summarise both our sales performance (what’s signed in a given month) as well as our operational performance (what we install in a given month).Where I’ve got to is I think I need to differentiate the months, perhaps with a prefix such as I-YYYY-MM for Install Month and S-YYYY-MM for Sign Month. I find

Everytime I start Airtable, I get the message ‘Sorry, the page you were looking for was not found’. Does anyone know how to get rid of that message? I do not know where I look for a non-existing page...

Hello, I have a database with 2 tables. The first one is the list of invoices (Airtable - Grid view), and the second one is for all the invoice lines (https://airtable.com/shr7SIHWwTSG0oM9H). I want to create a form to add products in the second table. But first I need to create an entry in the first table (the invoice number) before I can add the items (table 2). I want to make the process simple, and not have 2 forms to fill in. Do you see a solution? The only solution I have found is to make a first form to add an invoice, and in the reply message it links to adding the rows (Form) but it is not very user friendly, and people can get confused. I don’t know if I have made myself clear, Thanks in advance to the community Guillaume

I’m creating an event registration form, and pulling in the event through a linked record, but the only field displayed in the form is the name of the event. Because I have multiple events with different dates / times and the same name, I’m wondering if there is a way to pull in additional information into the form for each event. Thanks! Clay

I have to put into place a secure Data base that I can generate a form from and when it's completed populates the Data base. I would like the feature where for that particular information I can generate a QR code, so if scanned the information associated with that form can be read. when scanning the QR code 2FA authentication is required. Is this possible in Airtable. If so could I have directions as to how to get this going. I want to try and do this myself if I fail I will ask for assistance or a developer to do it for me

I apologize- I feel like this is probably already asked and answered, but I’ve run out of search ideas. We have a form with lots of conditional logic- it’s being used as a call script. There are several places where folks may jump off and want to hit “Submit”- dead ends on the tree. Is there a way to do this?

pro back up vs on2air. Which is the best and safest way to back up airtable data

Hi all - I am looking to see if anyone has information on the safety of using Pro Backup as their main backup program for Airtable. Our company is needing a backup for our system and this seems to be the best one we've landed on, but we can't get a straight forward answer from Airtable on if they feel like it is a secure company to work with. If you or your team uses Pro Backup, I'd love to hear about your experience and if you feel like your data has stayed safe. If you don't have experience with Pro Backup but have another backup program/system you recommend, that would be helpful as well. Thank you!

Tengo  una duda pudo con alguna automatización llevarme datos de una base a otra ?

I need please a automation with the following logic:I have the table 1 with the name: “table_data” and a table 2 with the name “table_email”.I need please the following logic.Step 1:If in table “table_data” all existing entries with same “email” and same “finish_date” has the “status” = “Fotografiert” we must do a entrie in table “table_email”.In table “table_email” we write the following fields from table “table_data”:salutation (in table_email = email_salutation) firstname (in table_email = email_firstname) lastname (in table_email = email_lastname) order_id (in table_email = email_order_id) finish_date (in table_email = email_finish_date) number_records (in table_email = email_number_records) email (in table_email = email_email) Step 2:Each 2 minutes we proof if we have a entry in table “table_email” without value in field “email_send_date”. In this case we send a email (lets say the one with template name = “email_done”) to the email address from from field “email_email”.Thanks ver

I’ve seen a lot of requests for specifying Today() as a prefill option for a date field, but I haven’t been able to find any asking whether you can pass Airtable a specific date as a prefill option. Is this a thing?

I have a dropdown menu in a form that is linking to another table. The other table has dates and a label for each date. I need the dropdown menu to show both the date and the label for the user. It currently only shows the date in the preview.

I’m trying to troubleshoot an error that’s coming up on a Zap of mine with little luck. Everything works except the last step, which involves updating a field in Airtable with a ticket ID retrieved from Freshdesk. I receive the following error: Invalid permissions, or the requested model was not found. Check that both your user and your token have the required permissions, and that the model names and/or ids are correct. I’m not having much luck with this one because I have the exact same zap set up for another table in the same base, exactly the same way, and that one returns no such error and runs successfully. Just to go through each part on this step:The airtable account and action (Update record) are correct, same as the zap that is working properly The configure step connects to the correct base, the right table, and references the record from previous steps and the retrieved freshdesk ticket ID, same as the properly working zapBut for some reason, this one gives the error when a

I found a similar thread from four years ago but was unable to reply. I use Airtable personally, for freelance work, and for my 9-5 all with different emails/log in credentials. I would love a way to easily toggle between these things without having to log in and out every time and to avoid getting access error messages when following a link. Canva and Google both do this very easily. It would be great to be able to do so in the desktop and mobile app. 

Why can I no longer add choices to my “Language” dropdown? I used to be able to select the “Language” column header and select edit, but now clicking on the header does nothing. 

Where in Airtable do I look to find how many emails have been sent per day? And is it every 24 hours or per actual day?

Hello, I want to front load that I am annoyed and have been frustratingly trying to brute force this for two weeks with no luck. This is meant to be read with a neutral tone of voice.My issue: I operate a small nonprofit and have hit a brick wall trying to get airtable to work for what we need it to do. We have a beautiful form that we created, information populates great, but printing the completed form is impossible. I’ve tried creating it with the design tool, but that doesn’t work at all (it’s broken, we can’t even create something to test it), and we can’t afford to pay yet another company hundreds of dollars to do this for a platform that should have it built in.I’m surprised and rather irritated that this simple thing isn’t included in the pricetag for airtable… I have a staff of 5 and a minuscule budget. I can’t afford to pay multiple organizations to do something that we were told was built in. This is literally the only reason we went with airtable over other platforms, and n

Hello - I've searched the discussions, but found no resolution to this issue - to display my database addresses on a map, I have to convert the addresses to GPS coordinates, which I've done - now to re-integrate the new columns with the coordinates into the Airtable base, I found the CSV import extension, which would work great... however, the option to merge by Record ID is not available, and I have no other way to merge them. We have branches of organizations with the same name multiple times - how can I get the same functionality but matching by Record ID?

Hey. I'm new to Airtable because the person previously in charge left suddenly. I think my question is regarding Historical Viewing in Airtable. In an Interface, is it possible to look back further than 30 days ago? I am able to look ahead 10 months but can only look back 30 days. Is there a simple way to do this, or do we need to upgrade our plan to unlock this feature? Thanks.

I am using Airtable with a new nonprofit. One of my bases is all about the Volunteers. I have successfully set up the tables to track contact info, training completed, hour tracking and more. I was even able to figure out how to set up a form for the Volunteers to fill out using a wall mounted iPad to do the data entry themselves for their hours worked. On that form, they are able to choose their name from the existing list because I have linked it to the main table. It works perfectly and allows me to create reports to track hours by person, role, date, etc. But then my boss asked that we have a photo for each Volunteer attached to their information in AirTable. OK. I can do that with an attachment field. But then I decided that I wanted the Volunteers to do that data entry as well. So I created another form that works satisfactorily and allows them to use the same iPad to take a photo. They have the ability to choose their name because it is linked to the main table, and then do an

Is it possible to make a form that requires authentification in order to make sure that “Created by” is populated when the form is submitted?

I have a table with a list of articles that need to be written. The fields on the table are; article id, article progress status, author, drive link, Article title, Guidelines and deadline. I have created a sharable view with which my writers can see which articles they are assigned to and the necessary details without signing in. I collect the articles via a form where they submit the drive URL and the article id with a status (writing done) Problem is, when they submit the article it always creates a new record and I have to manually transfer the URL and change the status to the original record and delete the row that has been created by the form. Is there a way, to make it possible that the writers can submit the URL to the original record and change the status? without signing in.

I am using Airtable for volunteer sign up for an event and wondering if somehow I can add the liability release form electronically. Has anyone done this before within forms? We need a signature and what not so I don’t know if there’s a way to add an attachment they can type in and then that would save on my end. Any suggestions appreciated.

The form that I have will only be used by internal folks and all the information populated will be on their record. We are running into an issue where it says that the “form was submitted by anonymous.” We’d like to track who submitted the form to see how many forms a person submitted in a given month. Is there a way we can have the name of the person who submitted the form? And is there a way for me to link form entries to that person’s record?

How do I collect email address of people who fill the form? Do they need to fill in the email field each time? Or can that be just noted from a logged in user?