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I have a table with contact information for people and business. I need to associate contacts (in the same table) with each other where appropriate. When I associate Sally with Joey (see screen shot), I'd like Joey to automatically be added as an associated contact for Sally.I'm having a hard time wrapping my head around how to automate this. Especially since I don't want to affect the Pizza Shop record in this case, I just need to locate the record that was just linked to (Sally) and enter the record that was updated (Joey) while also retaining any records the "linked to" record (Sally) already contained in the linked field (Pizza Shop). 

Hello guys! I work at a biotechnology company and we use bioreactors to produce fertilizers. My problem is the following: I have a database with two tables: Orders and Tasks One of the fields in the Projects table automatically calculates the number of fermentations (tasks) I have to run depending on the volume of fertilizer I need to produce. The calculation considers the total volume that must be made per order, the number of bioreactors I have available at the time of the order, and the production capacity of each bioreactor. Since the number of brews (tasks) is dynamic, I would like to automatically create a Task list for each order. For example, if I need to perform 17 fermentations (tasks) in a given order, I would like 17 new records to be created in the Tasks table and associated with the order. Thanks to anyone who can help!

I need a column to calculate the total days- formula being ENDDATE minus STARTDATE plus 1.  Any suggestions?  I can get the datetime_diff, but that is days between not total days.Thank you!! 

Hi everyone, I have an automation, where the automation should copy a field whenever a new record is created. It should copy the data from Instance field to All Events field in the same table. However I get an error that says “Updating the record failed due to insufficient permissions.”. I made this automation as the owner of the base and I have absolutely no idea what or where is going wrong. Does anyone have any recommendations to solve this problem? Thank you in advance!

When I am downloading a .csv file from my base when opening the file in Microsoft Excel some of the data is missing/changed. The field that is having the issue is a linked field that lists numbers from an autonumber field. It seems that after 5 sets of 3 digit numbers the numbers just change to zeros. I have attached photos of the data from Airtable and what I am seeing in Excel.

Hi, I’m new to Airtable scripting and am just learning my way around through hit & trial. I don’t have any javascript experience either, but I’ve used python in the past. I’m trying to write an Airtable script that sends data to my Integromat webhook trigger. So far I’ve been gotten the following: // Webhook URL let webhook = 'https://hook.integromat.com/integromaturl'; // replace with actual integromat URL // Table to send data from let tableName = 'Master Client'; // Fields to bind and send let fieldsToSend = [ 'Client ID', 'Client Name', 'Email', 'Created Time', 'Last Modified' ] I guess I’m stuck with what to do after this. My intent is to use the Airtable automation such that when a new record is created in this table (Master Client), I want this script to run. But what do I need to add to my script so that Airtable sends the information in my ‘fieldsToSend’ variable to my ‘webhook’ variable. All I seem to have done in my script is to create and assign v

I am having an issue where I have a table that calculates a sum Total. I figured I could easily just show a user’s name + total on the interface but it seems very hard for some reason.Right now, I get the sum with a user’s name, but it then adds all of these columns for each unique sum there is within the data set.Example Image: And here is what the data l​​​​​ooks likeSo I am just trying to make a table on the interface (as we will share that view) that simply shows Name + Total.I have a bar chart showing this, which kind of works, but just having 2 columns with plain text would be nice too in the interface.Thank you!

Hi all, I want to do some fairly complex actions when my users create a new record, and in certain circumstances block them from creating it.Here is the logic that I want to run when I create a new record: If FieldA is not null Look for a record with matching FieldA If such a record is found, do not add this record, stop 🛑 Else: If FieldB is null Fetch BValue from external source with a script that takes FieldA as input If FieldB is now not null: Look for an already existing record with a FieldB value that matches what I found If such a record is found, do not add this record, stop 🛑 Else, update this record with the new FieldB value The first issue is that I have nesting “IF”s here. And I cannot seem to nest IF statements in the automation interface. Is there a way to implement nested-IF logic in an automation other than by creating a custom script? The second issue is how to delete the triggering record. Is there a way to

I have a Teams level workspace with the following solution : Services Rendered Businesses Staff Monthly Reports YTD ReportsThe monthly & YTD reports are essentially acting as join tables for generating rollups, counts, and other formula fields to create up-to-date Month & YTD reports each time a new Service Rendered is submitted. In order for this to work smoothly for month reports, I set up an automation to relate the services rendered and businesses they were rendered to directly to the report itself each time a new SR was submitted. In order to add the new SR & Business without overwriting the others, I had to lookup and re-insert ALL the businesses and services each time. Not a big deal for one month’s work. BUT…Now, I’m ready to create a similar YTD report of my monthly reports table but quickly discovered that we will always have more than 1000 services rendered in a year, so this will not work for the YTD report after the first few months have passed. Is there a way

Hello!We have a dashboard interface that we share with our clients. While we filter the elements of the dashboard to show records only where an email field in the record is the same as the login email of the Airtable account, anyone can still see a full list of who has access to the dashboard and their Airtable email addresses. This has been brought up as a concern as various countries would see that as a possible privacy infringement since contact information is shared. Is there a way to hide this information to others that also have visibility of a public shared link (be it to a base, or interface)?  

Hi,I’m trying to create a field that tells you when the next due date of your credit card payments are, based on what their monthly due date is (e.g. 5th of every month) and today’s date. I know I’m creating a string that looks like a date and not a date itself, which isn’t a problem for me.My issue is that the comparison I’m using to check if the Payment Due Date is before today, a simple comparison of values really, is returning one wrong result! I created extra formula fields to see where things went wrong, and I cannot for the life of me figure out what the issue is! Basically, when I compare the number in Today against the Payment Due Date, with this formula: IF(DATETIME_FORMAT(TODAY(), "DD") > {Payment Due Date}, "yes", "no")  I get an incorrect result (Payment Due Date 5 returns “no” when it should be “yes,” because 22>5). I don’t get it. Does anyone know what’s going on? Thanks a lot!  

I have a single select field in an interface that allows users to enter new values if what they need isn’t already on the list.  This will grow over time and it would be a lot more useful if it was in alphabetical order, but I don’t want to have to go into the field properties every day and click the alphabetize button.  Is there any way to automate this?

Hello everyone, I’m designing the content layout for my team and I want to group relevant data items under common names like what we can do with “Grouping” button in Excel. For example, I have these data points: Overview: Company Name, Country, Status, Sector, Sub-sector, Stage (I want to group these four data points under the “Overview”) I also want to collapse/expand the view (with the “+” button as shown in the image) Thanks a lot for your help!

I have a multiple select field called “Weaknesses” in which a client can select different areas they’re struggling in with the language they’re learning. I’d love a formula that takes their responses and transform it to 1 word weaknesses and puts them together in a grammatically correct sentence. So... If they say “I can't stick to goals”, then I want the return to be “Goals” in the formula field. If they say "I can't stick to goals" and "I'm not great at speaking" it should return "Goals and Speaking." If they say "I can't stick to goals", "My habits and routines could be better", and "I'm not great at speaking" it should return "Goals, Habits and Speaking."What I can get it to return is a response of “Goals, Habits, Speaking,”I’m starting to think that’s not possible, and just want to see if maybe I’m wrong. Here’s what I have for a formula currently. REGEX_REPLACE( REGEX_REPLACE( TRIM( IF(FIND("I can't stick to goals", ARRAYJOIN({Weaknesses}, ",")), "Goals, ", "") &

Hi All,I’m relatively new to Airtable and I’m struggling to figure out how to structure the formula to do what I want. I know roughly how to do it in Excel, but really struggling to translate how it’d work in Excel to Airtable. There are multiple things I need the one formula to do, any help on how to structure one or more parts of the formula would be appreciated.Formula is in my “Modules” tab, but looking up data in my “Tasks” tab “Module name” field in both tabs is linked with a “Link records” type of field in the Tasks tab Each Module has multiple tasks (they’re sequential, with no more than 1 “In Progress” at a time) and I’m wanting the Modules tab to have a field that displays what Task is currently “In Progress” I also want it to state “Not started” if all the Tasks associated with that Module are “Not Started” or “Complete” if they’re all set to “Complete”The structures I’ve tried that are similar to Excel keep saying that the formula has issues and can’t be saved so I’m gettin

Hi all, hoping the hive mind can solve for what I think may be a common use case. Here we go…I have two tables:Table 1: List of records from form submissions. Records are only added to this table. Records are linked to another table with multiple look up fields. We have an automation that when a record is created in this table it finds a record in Table 2 by matching against a unique identifier and updates the lookup fields. If the unique identifier is not matched, the linked and lookup fields remain empty as seen in the screen grab below. Table name is named 1. Onboarding FormTable 2: List of records that is overwritten daily by an external sync. With any given update, records remain, are added to and/or fall off the list so it’s not a situation of “when a record is added”  or “enters a view”. Table is named 2. Sync from Volunteer LeadershipObjective: Set up an automation whereby any record in Table 1 where the linked record field is empty attempts to lookup records in Table 2 based o

Hi allI want to create a purchase order (contract) in a PDF file for sending via Outlook to my suppliers.Goal: Create a pdf Purchase Order automatically generated upon a trigger (PO Ready) from the master order which can be emailed out to multiple email destinations and internally.Thanks in advance

I have a date, some weeks, and some holidays. I need to add the weeks to my date and exclude all holidays and weekends. I’ve used the WORKDAY function. However, I’m a little uncertain how to treat my weeks. Should I multiply them by 5 (since there are 5 working days in a week) or by 7 (since there are 7 days in a week, and the function will filter out all the weekends)?    

Following the advice to have all info on one table and use views, I have successfully created a one table base for my law library. For views separating case law and articles, for example, is easy. I have a field in which I enter a letter according to the subject. eg for cases, enter C, for articles enter A. For a different project, I should also like to have a one table base, but am unable to work out how best to add records where each primary field record (the record in the primary field) and its different fields have numerous records in the same field. For example: Existing Setup: 2 tables. Table 1 and Table 2 In each table I have 3 fields including the primary field. In Table 1, this primary field is renamed Property Next field is Y, the next field is Z. In Table 2, the primary field is Date. Next field is Location, next field is Notes. Location field is linked to Y in Table 1. Add 5 records: In Table I in Y enter Lindon enter Birmingham In Table 2 Record 1 Primary field Date I ent

I have an Invoice table. My automation setup is, when a record gets created, I run a script which calls an api (that api updates an Attachment field in the Invoice table) and then at last there is a Send Email action.For some reason, the send email action does not send any attachments. Although I could see the files are added successfully by the api. Here I add attachment field from the trigger response.I think, Send Email step is referring to the older values,  present during the start of the automation. Now what works is, if I add an Update Record step in between Run Script and Send Email, and update some random field and then in Send Email refer the attachment field from Update Record action.Just wanted to know if this is the expected behavior or not

I am trying to create a list of members who have not made a booking yet.  I have two table; Members and Bookings.  The relationship is one to many i.e. the Bookings table can have many records from one member.  I want to create a view or table which shows me which members don’t have a booking.  We can then contact them and find out why they have signed up and not used the service.

I am trying to use a shared form to get our client’s current Mailing Address for stipend scholarship checks. They can get multiple checks over time so we want present their last Mailing Address and have them accept it with no changes or override with a new address.. My approach was to create a shared form where I can prefill the previous Mailing Address. It would be blank the first time or would show the last value if they had one stored where they can override it or just hit submit to accept what defaulted in the form.Because it is a shared form, anything submitted would be a new record. I was going to date stamp the new one and use it to update the master record. The issue I am having is I cannot prefill the Client ID (the key) into the form as read only (or at all) even when the prefilled link came from a record that had the key, the new record only has the data they submitted. I can't find a way to grab the unique identifiers to match what comes back from the form. Appreciate any i

Hi, I'm trying to create a custom document, using Documint, but each time I'm put the "create buttom" the emerge page showed up the follow message: "Error while fetching Airtable data: You are not authorized to perform this operation"Can you help me?Thanks

Hello,I'm able to retrieve AIRTABLE data from a first table as well as fields from a table linked to the first one, but the level below doesn't seem to work.As indicated in the documentation and the explanatory video on DOCUMINT, as for the first linked table, I create an Fx field named “Lien_Table3 Table_Id” with the value “TableID”.On DOCUMINT, I indicate the Repeat / Loop on each “Lien_Table3” record.On the PDF generation link, I indicate “...expand=2...”.But no display of the desired field.What could be wrong?Is there a level limitation with the free version of Documint?Thanks for your help!Translated with DeepL.com (free version)

I have noticed that the PDFs I have created with Page Designer (by clicking the little printer icon) do not contain selectable text. It seems to be a giant image. Not how a PDF is supposed to work. This is especially relevant when you include a URL field and want this to be clickable. Strangely enough some of my URL fields are clickable in the little preview pane in Airtable. But only some of them. Of course when I print and save them as PDFs none of them are clickable, because it is not text. There is an answer to a previous question that suggests using Long Text fields to avoid that problem but that does not work for me (and how should it, since my output is not text?): Some links not clickable in output PDFs from page designer - #6 by ScottWorld