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Rodney_Beadon
Rodney_BeadonKnown Participant
asked in Other Questions
Sending an Automated email when a new record is received the To field confusing me

Good DayI have generated a base and from that base a form. Once submitted the form automatically adds the information to the base. When the new record is generated in the base I want to send an email to the person submitting the form. There is a field in the form where the person adds there ID I used that field in the To part of the automation and I am getting an error.  The below is the layout of my  automation In the Body of the text is a member number that is automatically generated when the form is submitted.When Generating a Preview I get an Error Message  I have checked the field of the new record and the email address is displayed.. I dont know how to resolve this. Many thanks

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Rodney_Beadon
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juan_santiagoNew Participant
asked in Other Questions
Create forms with Okta integration?

Hello,I have a base and I want to create forms that allow some to suggest new entries into the base. Once the suggestion comes through I would approve it then merge it into the base. However I need to know who that person is and limit access to the form to okta users. Whats the best way to go about doing this?

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Taha-Jiruwala
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Alex_DantasNew Participant
posted in Other Questions
Creating a dashboard summarizing costs from other tables

Feeling a little stupid because I can’t figure out how to do this. It is a simple task on a spreadsheet, but I have failed in all my attempts to get it to work. I am managing a construction project and I have creating 2 tables, One for electrical costs and another for Sprinklers Cost. I then created a third table, which I call it Dashboard. The intention with that table is to show the sums of all costs from the other tables. For example, on the sprinklers table, I have a column (Quote) with all the costs I have incurred so far. I did the same thing on the Electrical table. On the Dashboard table I have created a record for Sprinklers and another for Electrical, and for each record I need to show the sum of the costs for the tables Electrical and Sprinklers As per the images attached, I want to be able to show the value of $14,300 (sum of all costs on the column “Quote” of the Electrical table) on the record of Electrical #200, at column “Total Paid so far” on the Dashboard Table. I als

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TheTimeSavingCo
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Slim_BENAZIZANew Participant
posted in Other Questions
Prefill a form in interfaces

Hey guys ! i have an interface for my customer with a form and other data. He wants the form to be prefilled with the same message “long text field” in the interface. See the screenshot. it it possible to do that? and how? Thank you

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ScottWorld
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Rosa_RamosInspiring
asked in Other Questions
Creating automatic PDF from Page Designer

Hi Everyone, I’ve been searching the community pages and it seems that there is no way to create PDF’s automatically from templates created using Page designer, is that right? I’ve created the field type ‘Button’ to click which displays the document in the page designer app perfectly. But, I then have to manually save it as a PDF. What I’d like, is to be able to click the button and for that document to be automatically downloaded and saved as a PDF file. Surely this must be possible? It just seems crazy that the button can produce the document but can’t save the file. Am I missing something? What do people use the Page Designer app for if not to create documents which they then want to attach and send to their customers? Thanks, Rosa

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LimiKnown Participant
posted in Other Questions
Creating a pdf from data in table?

Our finance department wants to start using Airtable to send out invoices to vendors. Is there a way to place a template invoice somewhere, and then have an automation modify the template pdf with chosen data from our vendors listings with their invoice? (i.e- from template to a customized pdf with their information, amount to pay etc).

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Puneet_SachdevaParticipating Frequently
posted in Other Questions
Create pdf and store it as attachment

I would like to generate a PDF out of a record (to easily visualize the data) and attach the record as an attachment. I would like to do this for all the records in my base. Any ideas on how to do this using either a script or Zapier/Integromat, possible using Formstack (does not have to use formstack though)? Would love any insight - I am capable of coding in JavaScript and can leverage that if necessary.

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SbensonNew Participant
asked in Other Questions
Import excel/csv data to over-write existing data in base

Hi AllI am new to Airtable…..I have set up a base with all my customer records and imported sales data to populate all my fields.Now that I have new sales data, I cannot import the data to over-write existing data. All I seem to do every which way I try is create duplicate account information with new sales figures.This is really frustrating. I have tried using data from excel, CSV file as well as Google Sheets with the same result.What am I doing wrong???? Any help will be appreciated.

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ScottWorld
ScottWorldGenius
posted in Other Questions
3 issues with leaving deleted records in a sync table

When adding a sync table to our base, we have an option to either “delete the records” or “leave the records” in the destination table when the records are deleted from the source table. See screenshot below for a screenshot of this option. I find this Sync Setting problematic for 3 reasons: It’s not truly a “sync” if the records are mismatched between 2 tables. We have absolutely no way to distinguish (in our destination table) whether or not a record was deleted in the source table. Airtable gives us absolutely no way to tell if a record still exists, or if it’s just a “phantom ghost record” that once existed a long time ago. This is yet another security hole in Airtable. If I delete a record from a base, it’s probably because I don’t want anyone to see that record anymore. Yet anybody who has formerly setup a sync to my table can now see previously-deleted records. From a security standpoint, this is greatly flabbergasting to me. Can someone please help explain the above 3 c

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Irene_Pak1
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DebbieTVNew Participant
asked in Other Questions
AI Assistant in Shared Link to Base View

Is there a way to enable AI Assistant in a shared base view (from the shared link option)? I understand how to use AI Assistant currently as a user with access, but I share a raw database periodically with stakeholders without user access and it would be helpful if they could hit the database with their own queries.  

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ScottWorld
crothey
crotheyNew Participant
asked in Other Questions
Copy and paste statuses across list view records

Hi!  I might just be silly, but is there not a way to copy and paste a status across several records in list view? In grid view it’s easy, just copy a cell and paste. Is there not an easy and quick way to do this in list view?

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oreocereusKnown Participant
asked in Other Questions
Wholesale order form - which third party form builder? Form builder that edits multiple records?

I manage a small farm, and want to build a better wholesale order system. I feel that what I want to do should be possible with airtable as a backend and an intergrated form builder (and/or using make.com automations), but I don’t currently know what tools to use. So I’ll describe what I’m trying to do, and see if anyone here has some suggestions to get me started. I’ve spent quite a lot of time with jotform and fillout, and don’t think they have a good solution.Ideally I’d do the data entry on airtable, and a form builder would automate a lot of the rest of the process.There are a few things that make the form building challenging:We deal with dozens of products changing each week customers order in different “units” (retailers will order 30x bunches of carrots, a restaurant will order 10kg; a retailer will order 25 bags of salad, a restaurant will order 3kg) customers have different pricingI’ll struggle to articulate in words what I’m trying to do, but I’ve built a demo table that wo

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Kim_Trager1
Kim_Trager1Brainy
asked in Other Questions
Print designer always prints first page blank

I’ve made a print designer template with an A4 canvas. Every time I print it, it consistently exports two pages rather than one, and the first is always blank.  I’ve checked for random elements outside the canvas; however, I can’t seem to find any.I tried to shrink down the export, but that does not work either.Does anyone have any idea how I can get rid of the blank page?

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Kim_Trager1
glucero1975
glucero1975New Participant
asked in Other Questions
Airtable Academy

Has anyone experienced all of your progress in Airtable Academy disappearing?  Logged in today and all of my completed courses and certifications are gone?

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leah_ackerman
MGary
MGaryNew Participant
asked in Other Questions
Favorite Integration Companies?

Hey all! We are just getting into using Airtable more across the company and are wanting to connect it with several of our existing systems (Sage Intacct, Workday Adaptive Planning, Asana, DocuSign, Google Suite). We are looking into Zapier, Workado, Make, and Power Automate. Do you all have any experience with any of these? Are there any others worth checking out? Thank you!

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mtrebinonixon
KyleB
KyleBNew Participant
asked in Other Questions
How to track indiviual employee workloads

I’m looking for a way to track all the members of my teams workload. By that I mean I would like to imput a specific amount of time that they work each day, week, or month and then add the estimated time to complete to each of their tasks. That way I can easily check to see if someone has too many tasks for the amount of hours they actually work, or if someone has un-used time I can schedule specific tasks to them rather than someone who is completely full.

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KyleB
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Desmond_BeattyParticipating Frequently
posted in Other Questions
Transpose Grid View

Looking to optionally TRANSPOSE the grid view so that Fields are shown on the vertical and Records across the horizontal. Grounding: I have two particular sheets - one is best presented Fields across / records down but the other requires fields down / records across (for reasons of navigation, data entry and readability. no functional changes, just U/I = transposed grid))

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ScottWorld
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corbKnown Participant
posted in Other Questions
Form to get status updates & detailed view

Hi our team uses form view to get status updates from people. We have people table, project table, then status update table that joins things together, and I use a formula to eventually display only the latest update. We’d like to get some finer grain on the update though. For example say we have John, Sally, and Bob giving updates. And we have Project1, Project2. In each of project1 and project2 we have possible categories of work being say, “prerequisites”, “training”, “execution”, “delivery”. Right now our form collects only name & project, and that’s it. But for example if John is working on “delivery” for Project1, we want to know that level of detail as well. I’m having trouble understanding how I could do this in airtable forms. In Google forms the checkbox grid would come in handy. But I don’t know how to to pull this off in airtable. I tried an automation to create records in another table when form was submitted but then I hit the wall of multiple projects being CSV separ

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ScottWorld
Rutger
RutgerKnown Participant
posted in Other Questions
Billing issues after downgrading from Business to Team plan

Hello everyone,I want to share a frustrating experience I had with Airtable’s billing practices to warn others who might find themselves in a similar situation.The IssueI recently downgraded our workspace from the Business plan to the Team plan. However, we were still charged for both plans simultaneously without clear communication that the Business plan needed to be canceled separately. The invoices for the Team and Business plans appear in different interfaces, leading to us being charged double without realizing it.Communication with Airtable SupportI reached out to Airtable support multiple times over several weeks to resolve this issue. Here are some key points from the email exchange:Initial Confusion: I contacted Airtable support to understand why we were receiving two invoices per month for the same workspace. They clarified that we were being billed for the Business plan, which had not been canceled, in addition to the Team plan we had downgraded to.Refund Process: Initially,

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Ripped off
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Jermaine RNew Participant
asked in Other Questions
Extension showing black forms ???

I am experiencing issues with  pages that i created in the extensions.  Issue 1. i have created buttons to load different pages in extensions , and when the extensions are loaded its not scrolling to the right option. which was working as of 2 days ago. Issue 2.  once i try ti print these pages the print preview is showing blank pages and when i try to print its also printing blank. these issues had also started in the last 2 days.  I am using the Firefox browser on the air tables website. When i tried to use the Chrome browser the first page comes blanks. 

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Mark_Newton
Mark_NewtonKnown Participant
asked in Other Questions
Form submission error - Refresh Page

Hi all, I wanted to see if anyone had a troubleshoot for this error we get just on one particular computer terminal but no others. Refreshing the page as suggested does not solve the problem, it happens every time the person tries to submit a native Airtable form:  

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Mike_AutomaticN
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spitzyNew Participant
asked in Other Questions
Working with a won date and an install date

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

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Mike_AutomaticN
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Henk SocasNew Participant
asked in Other Questions
'The page you are looking for does not exist'

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...

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Mike_AutomaticN
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Guillaume_SotoInspiring
posted in Other Questions
1 form for 2 entries?

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

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Clay_HarrisNew Participant
posted in Other Questions
Show Additional Info in Linked Record Form Selection

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

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ScottWorld

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