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I have an Airtable automation where I : Filter participation records based on the type of participation. Send a recap email with details specific to each type. Currently, I want to update the record to mark the email as sent. Right now, I need to include the “Update record” action in every conditional block, because Airtable executes actions only inside the branch that matches.Question:Is there a way to have a single “Update record” action at the end of the automation, regardless of which conditional branch was executed (ex : where I wrote HERE on the picture), instead of duplicating it in every branch?I’m looking for a faster, cleaner solution to handle this “final step” without repeating it multiple times.  

Hi all, I am trying to create an automation such that when a person creates a new record in the projects table, a view is automatically created in the tasks table such that any records with that record are filtered to be the only records shown. I figured that this could be done with scripting, but I’m not sure how to create a view in the tasks table with a specific filter applied.

I have an automation that copies fields from one table to another once the checkbox is selected. One of the field is “Marketing, Communications & PR”. When the automation runs, it splits it into two items “Marketing”, “Communications & PR”. I want to have it as one sector when it is copied to the 2nd table. I tried some of the ideas mentioned previously but got confused. I can try “Marketing Communications & PR” which might solve the problem but don’t like it.Is it possible to solve this issue? Thanks a lot.

Hi, I used to be able to download CSV files, but without changing anything, I can’t do it anymore.When I select “Download CSV”, I don’t have the option to name the CSV and that made me choose the file where to save it.I tried with different browsers, private windows, different laptops, cleaning the cache and cookies. I'm not sure what to do. Any ideas? Thanks for your help!

I have three Tables. - Commit Items, Invoice Header, and Invoice Detail. Lets assume that For Commit No ACB001 there are 4 Records in Commit Items Table with many records for other Commit Nos.. When the invoice is received for Commit No ABC001 and entered on Invoice Header table with Invoice No and Commit No ABC001, I would like automation to grab four records from Commit Items table and create those 4 records + Invoice number in Invoice Detail table. How do I achieve this? Just a reminder, I am new to AirTable.

Hello all,  I want to update a record and use the famous trick to have another table and submit form.In the form a field contains the record_id of the line I want to update in the original table.When I submit the form, the automation fail, when I copy/past content of the cells in another line, the automation works.Here is a screencast to see the problem : https://youtu.be/DSfKKBnmfe0 And exemple of the lines (line 16 works well, line 15 breaks) : 16    rec4CbEaxD0FOSwWL    rec4CbEaxD0FOSwWL        Screenshot 2026-01-14 122852.png (https://airtable.com/appNAdRee7AIuvFLH/tblvVVZzS2tZ1btmg/recKXwRxIfZIWB847/fldD1Py2VRj2AtySo/attJtOQ7i1jcZtgKR)    Devis signé    checked    checked        15    rec4CbEaxD0FOSwWL    rec4CbEaxD0FOSwWL        Screenshot 2026-01-14 122852.png (https://airtable.com/appNAdRee7AIuvFLH/tblvVVZzS2tZ1btmg/rec16w5uCNmtP2gXq/fldD1Py2VRj2AtySo/attyeeGMrStyZYyDk)    Devis signé    checked    checked        And in automation the condition which doesn’t work : 16 RECORD_ID

Good day.I was tasked to give the following:“Ideally I would like to see the top 15 and the bottom 15 courses delivered per year. So maybe all courses that have a number of time delivered and then a section with all the courses that had no delivery in 2025.” Below, I’ve grouped a grid element by first the year, and the times a course delivered, to at least sort it out.  How, would you all suggest a “pretty” way of achieving the request? 

I have a table called “Tickets” that my team enters project requests. Each ticket has a due date. A second table called “tasks” are specific things that need to be done to complete the project. Some of these tasks must be done a specific number of days (lead time) before the ticket due date to meet the deadline.I have a third table with standard tasks with a field called “lead time” that I use as a template to populate the tasks for each project.I want to be able to automatically enter the task due date based on the pre-defined lead time and the ticket due date. These dates need to editable to account for holidays and other conflicts, so I can simply use a formula.I want to create an automation that will look at the ticket due date and calculate the task due date (subtract number of days from said task due date) and enter it into the task due date. I can handle most of the automation, but I’m a bit out of my league trying to grab data from one table and use it in a calculation in anoth

DescriptionI have a Tasks table with a multi-select field (e.g. values: A, B, C).I also have a Subtasks table linked to Tasks.Goal:When the multi-select field on a Task contains A and B, the automation should create two Subtask records: one Subtask called  A one Subtask called B (both linked to the same Task) Current setup: Trigger: When record is updated Field watched: multi-select field on Tasks Run Conditional Logic If condition are met: Type = A → create record A in subtask table Otherwise If condition are met: Type = B → create record B in subtask table Problems:Type in Task table = A & B, but the automation only run AHow do i fix this? Thanks in advance 

When I go to print a view or table, and hit the print icon, it goes “gray”.

Hello - We are creating a way to track social media posts for our clients. Clients will ask us to make a certain number of social media posts on their behalf, we then want to keep track of how many social media posts have been made and how many are still required for each client contract. Here are the two tables we have created Social Media Posts Created - Airtable - Content overview Social Media Contracts (requests) - Airtable - All content and requests I’m new to Airtable, so this may be a simple formula, but any help would be appreciated.

Hey. Thank you in advance or your help on connecting data between two tables. Linked records does not seem to apply here, but maybe I’m missing something. I am using Airtable to track disciplinary data for a school. We have two tables, one to track Pink Slips, and a second to track historical Disciplinary Cases. The first table “Pink Slips”, is where new pink slips are entered, using a primary field of a sequential ID assigned by Airtable for each new pink slip. One of the fields in this table is “Student ID”. The second table, “Cases” contains a historical record of all disciplinary cases (some resulting from pink slips), akin to a court case, with all data related to the resulting actions, dates, etc… The primary field in this table is “CaseID”. All of the data in the “Cases” table is imported from a school database, and also contains a “StudentID” field. For reasons that i would rather not get into, the two tables cannot be merged into one. As/after the admin enters new pink sl

I would like to populate a linked filed with the lookup field coming from different table. How do I automate this

I’m trying to work out if I can create an automation to do multiple tasks or if they all have to be separate (which might max out my allowance)…I have a table which tracks my book contracts. Each contract may have up to 5 titles on it and each title could be produced in up to 6 editions.  I’d like an automation that creates a record in my edition table for each planned edition…So,Test title 1 HardbackTest tile 1 PaperbacketcI can get this to work if each automation is separate but feel like there should be a way to group it somehow. However, at the moment when I try to create a chain it comes up as ‘otherwise’ so it doesn’t run the paperback if there is a hardback. What am I missing? 

Hi everyone,What are the recommended best practices for sharing complex Airtable bases with multiple stakeholders while maintaining data integrity, permission control, and performance—especially when using linked records and automations?Thanks in advance.

I am going around and around a lot on this problem and still trying to fin. d the right way to go.I have a table of invoices. The invoices are numbered sequentially. Right now I have to enter each invoice number by hand after checking a summary table I made that lists the latest invoice number used +1 from a formula.I would like to have the “latest number used +1” inserted into the invoice number field of the new invoice being created. I imagine that it I not as hard was I am making it. I will tell you that I am TERRIBLE at automations. I find them unintuitive and frustrating. It’s probably me.But I am guessing that an automation is what I need..So invoice table is “Invoices: House” and summary table is “Invoice: Next invoice Number”. The summary invoice numbers in the “Invoice: Next invoice Number” table are in a rollup field and the Invoice Numbers in the “Invoices: House” field is a numbers field if that matters.Any help is appreciated.Best, Scott

I’m trying to create a form with múltiple tables, I have a table “Responses” that contains fields directly linked to the form, and i have a table “Sectors”, representing the sector that corresponds to that specific response (I have multiple other tables, but it’s not particularly relevant for this question”)When I want to manually add a Sector to a Response, it shows all responses and fields linked to this Sector (image for reference). I would like to know if its posible to just have the name showing, just like if it was a multiple selection field.Disclaimer: I cant use third party options like fillout. Currently:What i want:  

When I use the search extension in Airtable, it works well for finding a record. However, when I click on a record, it shows me the fields, but I would like to be able to edit them. I have a view that is very well organized, and I was hoping to see the record displayed according to that field arrangement, but unfortunately, I haven't found a way to do this.My goal is to quickly search for a record and, upon clicking it, display the specific information I need. So far, I haven't been able to organize the displayed information in the way I want.

I’m looking for help with integrations: My nonprofit uses Airtable heavily to track lists of people and their contact information. We also use MailChimp to send out updates to our partners, newsletter subscribers, etc. using that contact information. My question is this: Is there a simple way to establish a “Two-Way Sync” between Airtable and MailChimp so that they will always contain the same data, regardless of changes made on either side? I need a true “sync” that will: Update MailChimp with any changes entered in Airtable (add, remove, edit), and Update Airtable with any changes entered in MailChimp (subscribe, remove, edit). I’d rather pay a small fee per month for an established app to do this than build it in Zapier/Make, but either way is fine if it works. TIA, M p.s. If you know of a fix for this with an email marketing program other than MailChimp, please let me know. p.p.s. As of today’s writing, Outfunnel can do most but not all of this (like adding un/subscribes to Airta

 This thing is extremely annoying and interferes with editing the table. The only way I’ve found to disable it is to turn off Omni for the entire base. Is there any simpler way?

ContextI have my base created, and my main table is named the “Event Plan”, within this table, each row is the record (event name).In the second table, called my “tasks” lists all the tasks that an event requires. The Problem I’m FacingRight now, my airtable reuses the same task records across multiple events. So I have ONE "Copy Creation" task that links to all the events (because each event has this task). But this creates an impossible situation: that one task can only have ONE start date and ONE end date, even though the events run on completely different schedules. Your GoalI want to create an Airtable where:Each record/event in the table is a separate project with its own timeline Every record/event has the same 27 tasks that need to be completed (Copy Creation, Brand Review, Registration Page Live, etc.) Each task has its own start date and end date specific to that event's timeline I don't want to manually create 27 tasks every time you start a new webinar Ideally every time I

Hello,I’m trying to automate the population of resumes as attachments to a candidate table once a form is submitted.  I’m having trouble getting the resume file to attach to the resume field.  When I do it like this (within a loop through the uploaded resumes), I get an error saying “Invalid String”.  That’s likely because the “ContentReference” is a JSON formatted string.  I don’t see an option to insert the resume file itself, only metadata.  How can I actually auto-insert the resume file itself? Thank you,Robert

Hi All. I have a problem that I hope is just a result of me missing something simple. I have an automation creating Outlook events from a list of Airtable holidays and birthdays. The “create” automations work fine. I was also able to capture the Event IDs from the Outlook events in the corresponding record in Airtable. Now I’m trying to generate a second automation for record updates using the event IDs and am running into an issue. When I input the data, the “Event ID” field shows up in the “Calendar” field, and the Event ID field is blank, so the automation won’t run. Photo included. Any ideas?  

Hello team, hope you’re doing well.Is there any way to share or extract the schema of an automation in the aim to share with functional people, non technical just to make sure that we are respecting the functional specifications.

Hi, I am trying to construct a daily email to summarise data. I have all the data I need, but I cannot get the email to structure correctly. I have used HTML to make a table for the data, but when the email sends the formatting is awful. I’m looking for a way to get the table to display correctly, does anyone have any ideas? Ideally I want the table to sit in the white space with the other text I have attached a copy images to show the issue and what the raw form looks like