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StefaCzech
StefaCzechNew Participant
asked in Base Design
Sum of cells in a column

I use Airtable as a logbook for the vehicle (TABLE1). Each row = one trip. I would like to use automation to send myself an email when an oil change is due. So I need to total the miles driven (from TABLE1) and compare that to when the oil change is due, which should be placed in another table (TABLE2). Is it possible to create one record in TAB2 that still shows the current SUM column from TAB1 (same number as in the summary bar)? I don't want to use a rollup that has to be manually updated each time.

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Dan_Montoya
RedwolfSports
RedwolfSportsParticipating Frequently
asked in Automations
pulling through information from other tables in an automation

I built a project management tool using softr as the UI. I am looking to build an airtable automation that sends and email upon various triggers with the airtable data. The triggers seem to work fine, I am having trouble pulling in the data I need from related records in other tables. The data structure in this example would be: Project Table - has a field containing project members. This field is related to the user table Users table - has individual records for each user and a field in each user record containing all the projects it is associated with Drafts Table - Each record contains the data about a video draft I have built, including the project the draft is related to. The desired automation would detect a new draft record has been created and find the associated project record which contains a field defining the “primary project contact”. Using the ID associated to the primary contact, it would find that user in the “users” table to retrieve that user’s email address . Then se

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RedwolfSports
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Stephen_HudsonNew Participant
asked in Automations
Help - "Find Records" Action only finding 10 records

See screenshots below - I've used the "find records" option many times, and always restrict it to a specific view. Only this time, and any time I test the find records action anywhere globally, it suddenly seems to stop at 10 records. The description still lists the limit as 100 records, it just stops at 10. The view in question has 52 records in it. I've even went so far as to test this on older automations which we've since stopped using (afraid to touch any currently running automations for fear they might stop working properly). I've recreated the automation, refreshed the page, re-sorted/grouped records, but have not been able to work around the issue. Has anyone else ran into this?

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JulieONew Participant
asked in Formulas
Formula to Populate a Field Based on 3 Other Fields

I need a formula to populate a field based on three other fields - where only one will have data. So in fields 2 - 4 below, only one will have data and I want that to show up in Field 1. Field 1 - formula Field 2 - Lookup from table 1 Field 3 - Lookup from table 2 Field 4 - Lookup from table 3

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Milan_Automable
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MotoXpert159New Participant
asked in Other Questions
Connecting Customer Feedback Form to Original Appointment Records

I've created a customer appointment confirmation system for our solar installation business and am struggling with a specific issue. Current Setup: We have an Airtable base with appointment records for our customers We send automated emails with links to an Airtable form for appointment confirmation Problem: When customers submit the form, it creates a new record with their feedback instead of updating the original appointment record. This disconnects their response from their appointment data. What I've Tried: Passing the Record ID as a parameter in the form URL Using "prefill_RecordID" to attempt to link back to the original record Question: How can I set up an automation that will: Capture the form submission Find the original appointment record using the Record ID passed in the form Update the original record with the confirmation status Optionally delete the new record created by the form I'm looking for step-by-step instructions on setting up this automation correctly, especially

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Milan_Automable
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ckennedyNew Participant
asked in Other Questions
Copying a column heading/field from 1 tab to another

Hi, I’m experimenting with the RLP with DNA 2023 Airtable template. I’m trying to personalize the column headings and can’t figure out how to do what I want after reading the Airtable help. Can someone please tell me the following? It's really a general question about copying/pasting a column field from one tab to another. I made a new field called “My Tree” and inserted it on the DNA Match Details tab. But, now how do I insert that same “My Tree” column on the Kit Access tab? Thanks!

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DisraeliGears01
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tasty213Participating Frequently
asked in Automations
On record update automation trigger too eager

Hi, I have an automation that triggers on record update. But it triggers whilst I’m still typing instead of once i finish and press enter. Is there a way i can tell it to wait until the user ahs finished entering the data (aka pressed enter) and then run? Thanks in advance :slightly_smiling_face:

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kpresleyNew Participant
asked in Automations
No duplicate record creation

Hi there! I have two tables involved in this automation, a Projects table and a Tasks table. Currently my automation is set up so that when a project status changes to "Ready to Build," a series of new records are created in the Tasks table. I'm running into a scenario where a project might be paused or delayed and moves back to "Pending" status, then back to "Ready to Build" again at a later date. Is there a way to keep the automation from recreating the same set of tasks again? Thanks!

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LipmanMilibandNew Participant
asked in Automations
URL in automated email

I'm trying to set up an automated email to email our clients with a feedback form (not an Airtable form, we use a different platform). The feedback form needs to be tailored to each individual, so I've added a field for the link for each record. In the automated email, I'm using the "choose data from" tool to insert the form url from the record. However, when I generate the preview, there is nothing left. I've attached screen shots of the draft email vs the preview. How do I make the link appear in the email??

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emdeeseeNew Participant
asked in Formulas
Can't Get Nested IF AND Statements to Work

Hello Airtable community! I inherited a pretty robust Airtable system from a predecessor and have been working to revamp it, but my formula skills are not as good as the person who came before me, and I've been struggling to get IF AND statements to work. The logic seems sound, but they keep returning empty cells. One of the ones I'm struggling with concerns a formula that should return 1 of 2 options if a cell has a specific entry. I can get a single IF statement to return the correct result, but as soon as I try to include an AND, it fails. Here's what I have so far: In my table, the formula field is 'Ship From' with the two options being 'Direct from Printer' or 'X Distributor'. I want the formula to return 'Direct from Printer' if another field - 'Role' - is one of 3 options: Marketing/Sales, Licensor, or Editor in Chief. All other Roles should return 'X Distributor.' So I put in: IF ( AND ( {Role} = "Marketing/Sales" , IF ( AND ( {Role} = "Licensor" , IF(AND({Role}="Editor in Chie

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mirkolandoInspiring
asked in Automations
Automation - Send email failes when no assignee entered

Hello everyone, I have the following problem: I have an Airtable automation that informs the assignee of a project when some fields change. Now we often have the case that there is no assignee yet but someone edits one of these fields. Then the automation fails and I receive a notification by email every time that the automation has failed. Can I change this somehow? Unfortunately, triggers cannot be cobined, for example: If field A changes and assignee is not empty. best regards Mirko

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Rob_JamesonKnown Participant
asked in Automations
Show Automation Condition in a message

hi everyone! I am using automations to send a message on slack when certain conditions are met. In the body of the message, I want to show the conditions that were used to create the listed results... but cannot figure this out. I have a "Find Records" block setup, with the condition to find 5 records that match a certain multiselect field (in my screenshot, "O Positive"). This works fine. When I go to configure the message block, I can add different dynamic data by clicking the +, however, there is no way to select the condition. I want it to say "O Positive" in my message body (chosen dynamically from the Find Records block), but I only see the option to list the results here, which puts this in my message 5x, since it's showing this field for each of my 5 records. Instead, I want to simply show the condition I selected in the Find Records block 1x... so the message lets us know the conditions that created the resulting message. Is there any way to select the conditions from a Find R

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ashleyalwardNew Participant
asked in Formulas
Removing NaN where + and - values can exist

Hi there! I am trying to remove NaN values from a formula field where both positive and negative values exist. This is in an effort to clean up two extensions: One chart indicating the number of each value's occurrence and one number where I am trying to get the average of the values, but with NaNs included I receive an infinity. Here is my current formula: DATETIME_DIFF ( {Due Date} , {Date Completed} , 'days' ) + IF ( {Date Completed} , {Due Date} = "NaN" , BLANK ()) Thank you in advance!

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HannahSKnown Participant
asked in Formulas
switch or nested IF for conditional commission calculation

Hi, I'm trying to create a table to track income and the records feed from different tables using automations which are assigned a deal type as they're created. If they're type A the commission is 15% of the payment amount, if they're type B the commission is 10% of the payment amount and if they're type C then the commission field needs to return 0. I don't know if it makes a difference, but the payment amount field is a formula. I've tried SWITCH ( {Type of deal} , "A" , {Payment amount} * 0.15 , "B" , {Payment amount} * 0.10 , "C" , 0 ) But I just keep getting ERROR in the results . I tried looking here at nested IF formula and came up with: IF ( AND ( {type of deal} = ”A” , {Payment amount} * 0.15 ,)) IF ( AND ( {type of deal} = “B” , {Payment amount} * 0.10 ,)) IF ( AND ( {type of deal} = “C” , {Payment amount} *0 )) But there's clearly something bigger wrong there that I can't see because it says it's not a valid formula. Any suggestions would be hugely appreciated, thank you.

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arayNew Participant
asked in Automations
Slack Actionable Message with Multiple Buttons

I have set up a slack message to kick off a workflow that requires manual input. The slack message has multiple buttons that once clicked check the appropriate field in the Airtable. The problem is that once one of those buttons are clicked, all of them disappear in the slack message. How do I make it so that once one button is clicked the "Updated in Airtable" message only shows for that button; allowing for the other buttons to be clicked?

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ScottWorld
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hsatNew Participant
asked in Formulas
Calculating a ratio

Hi there, I'm looking for a formula to automatically calculate the Venue and Producer split of the Budget and Budget Committed as per the "Deal." However, at present, the "Deal" field is a text entry, and I wondered what the best way to achieve this is? Many thanks, Tom

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Milan_Automable
SparKey
SparKeyInspiring
asked in Formulas
Highlight a Line With Overdue Date

Hi There, I know I should already know this but I always get nervous when dates are involved. I want to be able to highlight either a field or a row when a task in the row passes the deadline. I don't need to know any other information like how many days over it is, I just want it to be highlighted to bring attention to it. I have a [Date Due] column and a [Status] column. The idea is that the status column would be set to "On Time" or "Overdue" to allow filtering Can anyone tell me what formula I can use to trigger the change in the status column? Thank you for your time. S

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Mike_AutomaticN
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SpaceDandyKnown Participant
asked in Formulas
Formula to show the date on which a certain threshold was crossed

Hey there, Thank you for your time helping me ! So i'm a mushroom farmer. I cultivate different batchs simultaneously. Each time I harvest one, I create a record for it, with the date of harvest, the batch harvested and the weight harvested. There is a tab dedicated to it. I also have another tab which contains more infos about each batch, and also a sum rollup of the harvests of each batch. My main metric to know if a batch is good is the yield, I compare the total weight of the batch to the amount harvested. For example, I harvested 10 times a batch, the total is 300kg of fresh mushrooms on a batch of 1000kg of mushroom substrate, hence 30% yield. But I'd like more complex infos, for instance I'd like to know on which specific date of harvest I crossed the 10% yield mark, the 20% ... So i could know for each batch after how many days I crossed the 10%/20% mark I've tried some combos of rollup and formulas but nothing works so much, any ideas ?

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RJeanRNew Participant
asked in Formulas
Formula worked but is now only showing ERROR in the field (not an error for the formula itself)

I'm new to Airtable formulas, so I would appreciate your input. I created a formula that I absolutely KNOW was working. But suddenly the field where the calculation was says #ERROR! now although it said 100% before. I can't figure out what has changed because I didn't change the fields used in the formula. I would appreciate your help. The field name is Sold v Booked % The formula is: IF ( {# of Winners Booked} , IF ( {Number of Winners/GCs Sold} , {# of Winners Booked} / {Number of Winners/GCs Sold} )) The # of Winners Booked field is a Lookup field from another table. The Number of Winners/GCs Sold field is a Number field. I wasn't sure if the above formula would work because the # of Winners Booked field had 1, 1 in it as it's looking up multiple records. So I was thrilled when the Sold v Booked % field showed "100%" which was correct since it was 2 that sold and 2 that booked.. Then the field data changed to #ERROR! instead of 100% - and I don't know why. I didn't change the type o

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Christian_LParticipating Frequently
asked in Development & APIs
Embed Stock Chart in Airtable interface?

Hi, Does anyone have an idea on how to embed a stock chart into airtable that depends on the record chosen? I have an example of an iframe: <iframe referrerpolicy="origin" width="100%" height="470" style="background: #FFFFFF;padding: 10px; border: none; border-radius: 5px; box-shadow:0 2px 4px 0 rgba(0,0,0,.2)" src="https://jika.io/embed/area-chart?symbol=AAPL&selection=one_year&closeKey=close&boxShadow=true&graphColor=1652f0&textColor=161c2d&backgroundColor=FFFFFF&fontFamily=Nunito" ></iframe> The symbol of the stock (eg symbol=AAPL ) I have in a coloum/record; so I would need the option to pass the symbol to the iframe to change the content displayed (stock item) depending on the chosen record. Then the iframe shall be embedded in the interface. Any ideas/help appreciated. Thank you!!

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Mike_AutomaticN
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Rob_JamesonKnown Participant
asked in Automations
Customize style of automation message

Hi everyone! Im using automations to send updates of records (a list of 5 at a time) to a slack channel... I have the data I want to showing up correctly, but I'm wondering if there is any way to customize the style/spacing of the output of the "List of Records" in the message block? For example, I want field names to be bolded, to have the field and data on the same line (instead of next line), and make a different separator than "-----------------------". The "List of Records" content option in the Messages block has no options to customize that I can see (screenshot)... Maybe there is another solution though? Wanted to ask!!

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ScottWorld
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Ed_Goble1Participating Frequently
asked in Other Questions
Extract #3 item from a text list with separators

I have been playing around with @Justin_Barrett’s excellent script “Parent Child tree hierarchy” (Parent Child tree hierarchy). The output of this is a text field with any separator you like, for example: World > UK > London > Hammersmith > Elspeth Avenue > Joe’s Cafe World > France > Paris > La Defence > BNP Paribas World > USA > New York > Manhattan > Central Park Question - is there any way to extract the #3 item (or the #2 or #4 for that matter) from these text strings? In this case, to pick out “London”, “Paris” or “New York”. I assume this should involve counting 2 instances of the separator (“>”), and then selecting the text from there up to the next separator.

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Ryan_de_MetzNew Participant
asked in Formulas
Split Text to Multiple Columns

Hey everyone, I’ve been spinning my wheels on a simple issue for the last few days and hoping someone can put me out of my misery. I have the above dataset and hoping to split it up automatically using a formula. The data comes in via Zapier and the delimiter is always a ,. I need a solution that can run automatically. Few keynotes on the data; Could be anything from 1-3 records. They won’t always be the same The length of them will also vary FWIW I have only two records now and have formulas in place based on searching around. They are; Product ID A IF( FIND(",", {Product ID purchased}), LEFT({Product ID purchased}, FIND(",", {Product ID purchased})-1 ), {Product ID purchased} ) ``` Product ID B RIGHT({Product ID purchased}, LEN({Product ID purchased}) - LEN({Product ID A}) - 1 ), FIND( ",", RIGHT({Product ID purchased}, LEN({Product ID purchased}) - LEN({Product ID A}) - 1 ) & "," )-1 ) ``` [quote="Ryan_de_Metz, post:1, topic:44313, full:true"] Hey everyone, I've been spinning my whe

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alfa12New Participant
asked in Interface Designer
Gated interface...

Is it possible to create a publicly accessible Interface whereby access to a given record is based on a unique string that is entered in by the end user? I have records (of students) and want an individual’s information accessible only be entering a unique string. Ideally, I wanted a field where you enter in a string and then gives access to one record along - can this be built out within airtable? Thank you all!

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ScottWorld
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Jonathan_Gunne1Inspiring
asked in Interface Designer
Add Record button in Interface ignoring default values

I have a default value of "not started" set for a single select "task status" field (see screenshot of field settings). In an interface, I'm using a button to create a new record from a Timeline view. The view has filters applied, which include filtering [records without "Completed" in that status field] OR [records with "Completed" in the status field AND Completed Dates within the past 7 days.] (see screenshot of filter settings) The new record form attached to the button also has "not started" selected as the default option for the task status field. (see screenshot of form settings) The problem is that when I click the button, the form defaults the task status to "completed" rather than "not started". I suspect it might have something to do with the filters applied to this timeline but I'm not sure. (see screenshot of new project task form) This problem also occurs if I allow users to add/delete records inline. If they draw a new record onto the timeline, it defaults the task statu

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ScottWorld

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