Solved

This is probably very basic for some of you but I’m new to this … I can’t figure it out. I have an automation that sends me an email of today’s tasks every day 7am. But if there are no tasks, I still get the email, but its an error, as below. Subject: Something went wrong with an automation: Send a daily digest - Airtable Any way to NOT send email if the task list is empty? I have tried conditional actions, (but the only conditions allowed relate back to the trigger - which is time based). Thanks

When I’m adding records, and I need to add a record in a related table, I have the option to do so through the gallery view but not in the form view. I would like to have that option in the form view as well. How?

Hello, I was hoping to get some guidance on what I’m doing wrong in regards to updating the “completed by” field on a salon “shift duties” board interface. My partner built the base/interface for her salon and has asked for help in making the automation work.The goal would be to change the drop-down for each task to “not done” every night via a scheduled trigger.I’ve found a few related topics and used those to guide me but I can’t seem to get past testing the actual record updating part.If I utilize the list of record IDs from the ‘find records’ step, I end up with ‘ received invalid input’ errors.My automation process:Scheduled Trigger → Find Records (Where “Completed By” is any of [all options selected]) →  Repeating Action Group (Repeat for each in [List of records]) and →  Update Record (Record ID is list of all records found previously - “Completed By” field updated to “not done”)A couple pics of my attempt:I would love to know what I’m doing wrong! 😑Pic of the interface for con

I have two tables, Table 1 and Table 2, with different fields. When a specific record is populated in Table 2, I want the values of some of its fields to automatically appear in a corresponding record in Table 1where the cells were initially empty,  based on the primary fields of both tables, I’m calculating a total in Table 1 based on entries into records in several tables and need to have the total in Table1  automatically updated whenever the values change in the other tables. What is the best way to achieve this? IOW, what is the equivalent of XLOOKUP or Index Match in Airtable? 

hi dear folks, I’m wondering, if I build the Base according to a specific project, once this project has been completed, how could I archive it? For instance, if I start from a Base on “house hunting”, after serval months, when I found the house, literally I shall not use this base anymore, it is no longer make sense to keep it on the workspace as well, and what’s the solution for the archive it in the local disk? Or do I need to archive it? Thanks for any pieces of advice.

I try to create CSV backup exports of all my bases as often as I remember. However, going through everything manually is a lot of work and leads to “not doing it” more often than not. I wish there was a way to automate this important backup process. Can this be done through an outside service maybe? Thanks in advance!

Hi,I'm approaching launch for my first Airtable application, a support/ERP/CRM system for my wife's business (two users currently planned). Is there an agreed upon best practise how to launch a production version but yet be able to continue developing the application?I have little real experience in application management, although I have managed some LAMP applications with SQL updates and diffing PHP. I thought I would keep the current base as PROD, make a back-up of it and assign that a DEV role and continue developing new stuff there. But how to migrate changes from DEV to PROD?Rgds,Björn

I'm finally making great progress and haven't been frustrated enough to quit yet, so I think I'm going to be able to make this (along with fillout) to help support my makerspace.  I hope to eventually move from the free plan to Teams once I know I have all the major pieces in place.But once I do, and we're using it, I'm concerned that my future clugey attempts to add functionality might break operations.  Is there any concept of development, QA and production versions of a workspace?

I have two tables, Table 1 and Table 2, with different fields. When a specific record is populated in Table 2, I want the values of some of its fields to automatically appear in a corresponding record in Table 1where the cells were initially empty,  based on the primary fields of both tables, I’m calculating a total in Table 1 based on entries into records in several tables and need to have the total in Table1  automatically updated whenever the values change in the other tables. What is the best way to achieve this? IOW, what is the equivalent of XLOOKUP or Index Match in Airtable?

Hey AT community. I have downloaded Sales CRM template. This link shows that training is available, but I don’t know how to access training. Your help will be greatly appreciated. Thanks https://academy.airtable.com/quick-start-the-sales-crm-airtable-template 

 Not sure what to title this.In a record detail interface page, there is the option to add a button and perform an action. (Yes, love it!) But it doesn’t seem like the option exists here to add a new record in a different base via a form—the dropdown on the right doesn’t seem to allow it. And unfortunately, “Interface Forms” for some reason still don’t count as “Interface Pages”, so I can’t click on “Go to interface page” and click on my form.The best current option seems to be “Go to external URL”, and put in the URL of the form. But that seems to only open my desired form inconsistently:open external URL in same tab = overwriting my current page, and there’s no way to complete that form, then hit a “back” button to get back to my record detail open external form URL in new tab = often it just doesn’t open.My ideal would be to click on the button, open another modal with the form, which I could complete, then close, and still have the record detail at-the-ready.Does that make sense? A

Hey All,I am trying to add a button to an interface which will simply duplicate the existing record the interface is looking at.  The Interface is a quote builder and we often want to make different iterations of a quote for a customer.  I know we can simply go to the grid view, find the record, right click and duplicate the record, but I am trying to not give my sales team access to that level of data.  You know how sales teams are.  😉 I imagine a script of some sort would work, but I'm more of a no-code guy, so I'm looking for some help.  Thank you for your time.

I am new to Airtable and created my first form a few days ago using the new Form Builder interface. After the fact, I realized there was a field I hadn't included that I'd like to prefill. I read through all the various instructions on prefilling by altering the URL - all makes sense to me - but I can't figure or WHERE to do the URL edit in the Form Builder interface? I can copy the form URL to the clipboard, but WHERE to I put it where the alteration to the URL will be pulished and saved?Any guidance would be greatly appreciated. Thanks!

Hey AT community. I downloaded the “Sales CRM” template and created an account (a potential customer), but I am not able to see it in Interactions, so I cannot add any interactions. https://airtable.com/appIirQcIOaiJSq0w/tblpZMgRZq8MVJaGi/viwSC4OGJxNSvEex2?blocks=hide. The account I have added is SunRise, if you are able to see it in the link I have provided. Can you please help with this? Thanks. 

NPO TEAM ACCOUNT (just to let folks know)So I love having master sync tables and create views off them for different usages in a base.For example: I have a common base for State and Country, absolutely love this, and use it across a lot of our bases for different purposes.In our CRM we use it for Contact, Company, Communities, Speaker/Facilitator Bureau, Charity Compliance, and Grants tables.  There are some privacy requirements, and access controls that we have in place.I have set a VIEW -  States, just for lookup that does not show ANY other fields except the STATES field.So why if the view doesn’t show any of the other fields (where it is being used in the other tables) why does the individual record show. And then when I open it up - I see all the other areas I really don’t want some of my team messing with.Have I missed how to not show the other tables?Yes, I know I could make an interface but some of us like to work in a different manner, and bulky block interfaces are not our th

Hi guys, I'm trying to connect Airtable with Make. My Make.com module is returning "Status Code Error: 403" and I can't connect up my Airtable. I initially had it working and then created some new bases, so I generated a new Personal Access Token. Not working. Have tried different permissions. Logging out, logging in (I know). Etc.  Any suggestions?

I’m exporting data to a pdf via Typeflow. One of the fields is a Link to multiple records, which happen to be street addresses.  When I export the data to a pdf, the default view is to separate each linked record by a comma.  I’m trying to create a line break instead of a comma.   I created a formula field with SUBSTITUTE(Addresses,”,”,”\n), however the street addresses contain commas, so this didn’t work. Any ideas for another work around?   Huge thanks in advance.  Current format:Record 1, Record 2, Record 3 Desired format:Record 1Record 2Record 3etc

Oh hello there! I am working with a team that is developing a base to capture competitor profiles. Within the base we have an organizational overview tab, contacts tab, program information tab, and a SWOT Analysis tab where we'd like to fill out the data on the competitors' strengths (from a drop down), weaknesses (from a drop down), opportunities (from a drop down), and threats (from a drop down) (among a few other things unnecessary to mention). What I'd like to do is have a matrix template that will pull in those selected drop down items and look something like the below for each organization/competitor. Would the matrix or page design extension be best for this? Might there be a better tool? I have some serious beef with the page design view and how limited it is - or perhaps in my case, just not intuitive enough to be impactful. Any ideas would be incredibly welcome. Thank you!

I have two table A and B, table A has product status variable that tracks the different phases of product and helps with different views to see specific inventory. Table A is also linked to table B, I would like to be find a way to edit table A’s status field from B once I am done processing it instead of manually going to A to change it. so far I couldn’t find a way to change. any advise is highly appreciate. 

Hi all, I have a base that date and timestamps new records. But since I had to import thousands of records from an old spreadsheet, it doesn’t correctly reflect the original date/time in the CREATED TIME field. So I created a field called DATE + TIME - MANUAL that is a date field that has the original submitted dates for the old records. All future records will get a submitted date/time in the DATE + TIME - AUTOMATIC field. In a third field called DATE + TIME SUBMITTED, I need to use a formula to say that, for a new record, if the DATE + TIME SUBMITTED - MANUAL field is blank, to use the data in the DATE + TIME SUBMITTED - AUTOMATIC field, but using this formula doesn’t bring in the data from the automatic field if the manual field is blank:IF(NOT(BLANK({Date + Time Submitted - Manual})),      {Date + Time Submitted - Manual},      {Date + Time Submitted - Automatic})Am I doing something incorrectly? Or is there a better way to achieve this? In the end, I just need to have a date field

I have an existing table with 800+ records (imported from a CSV). Now, I’d like to add an image for each record (import from a folder of PNGs–with matching file names). Is there a way to do this in bulk? Example Records: Name, Type1, Type2, Image Abomasnow, Grass, Ice, [to add: abomasnow.png] Aerodactyl, Rock, Flying, [to add: aerodactyl.png] Aggron, Steel, Rock, [to add: aggron.png] etc.

In my Contacts table I have 2 types (single-select) - “non-profit” and “legal” - and a linked record field to a Requests table. The Request record has two Lookup fields pointing to Contacts - one a lookup filtered by a view of nonprofit-type only, the other filtered by a view of legal-type only.  This is so my user can quickly distinguish the two types assigned to the request.Now, I add 1 contact to each of the two fields in the Request. I would expect to see both Contacts linked to that Request. But the only Contacts shown as linked to that request are those entered in the first (“nonprofit”) column. If I force a “legal” contact into that first Request column, It shows up as expected on the Contact side.I’m not understanding something about how linked records work. How should I structure the linkages between these fields across the two tables?  thx 

Hello, I am trying to use a lookup field from another sheet.  It seems that I can only search by the primary field, not by the field I have selected as the source.  For example:Sheet 1 - Primary field: Job #Job #: 1234Job Name: Sheet 2Lookup field in sheet 1 - Job Name: (I can search for Job # (1234), but not by job name. Is there a way to fix this or work around?

I have it set so that users can change the sort order in a grid view interface, but how can I set the default sort order that is displayed when the view is accessed?  The interface is embedded into a website for public viewing, and I can’t figure out how to set the default order to be a logical one for most viewers.  Suggestions?

Hello!I am running into an issue where the field count is almost maxed out on two tables in my base and I need the ability to add more fields. In both of the tables, there are many fields that are used for reporting/stats. I considered moving all of those fields to another table but it’s not quite working out.I do closing coordination for real estate agents. The two tables in question are the Properties table and Contacts table.The Properties table has records for each contract. The Contacts table has records for each of my agents. Each property record is linked to the agent for that contract in the Contacts table. Reporting in the Properties table is done based on the agent for things like properties under contract, properties closed X amount of days ago, etc. Reporting in the Contacts table is done based on the agent using rollup/formula fields that reference the Properties table for things like average sales price over X periods, commission totals over X periods, etc.In the new tabl