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I am attempting to use a form to update a record in the existing table.So an account executive fills out a form with the new terms and rate amounts for 2025 2026 and 2027I tried coping a workflow shared by a community member (https://community.airtable.com/t5/other-questions/updating-existing-records-problem/td-p/187594) where they made a new table from the form and then updated the old table but that isn't working for me.  I think it was from Consultant @ The Time Saving CoBefore that I was bypassing the second table and that did not work either. Does anyone have a workflow similar to what I'm looking for they could share a screen shot of:Here is how far I got:  Thanks!   

Hi there. I'm trying to create a formula that returns a numerical value (price) based on a dropdown field. So, if "Option Zebra" is selected in the dropdown, the formula returns a value of 250. If "Option Lion", then the formula returns a value of 300, etc. Would some amazing wizkid be able to help me with that?

I've been tasked to create an interface that serves as a self-help page for people who encounter common tech issues. I also want them to be able to rate whether the solution helped them, but seems when using record interface won't allow a public user to interact with the rating element even after making it editable. Everything else is working except this component. Is there a workaround for this? 

Hi Community,I have created a form to let user fill in the fields. After some time I notice that there are some errors. The errors come from user..1. Miss out an alphabet or a number of a SKU2. Key in the wrong the wrong word.3. Select the wrong dateI'm trying to find some ways to validate the input.Is there anything that allows me to prompt user:1. Prompt user to key the field when he/she forgot.2. Remind the user set the date at X days after the initial date, if the user instead set it at any other days.Thank you!

I have created an airtable base to see what steps different organizations need to take. I have a list of all of the steps in one table. And a list of all organizations in another. I have a linked column connecting the two to show what steps each organization has taken. I am trying to make it so I can easily see the steps that an individual organization has NOT taken yet/ what they still need to do (They all have to do all of the steps). I don't necessarily care how it is done as long as I don't have to do it manually and can easily see what steps have not been taken by each organization.For example, I want Organization 2 to say that it still needs to do steps 15, 19, and 20 (the steps do not have to be done in order for the most part).Images and an example base are attached for a better understanding of what I am trying to get at. Link: https://airtable.com/appP3aMz3aJ2jYLGp/shrnb4rpltjlBPdZH/tblbT6mtF29tzfsbF/viwiytG0caCqn0XZT?blocks=hideThank you for any help that you can provid

Why, oh why, do I not have control of how I order elements on a Dashboard interface? I want to put a list view first, at the top of the interface. There seems to be no way to do that. The first option to add is a count, then I can add bar graphs and pie charts, etc, and then lists and pivot tables have to go at the bottom. A list or pivot table can't be dragged to the top, nor the pie and bar graphs dragged below. This is a huge pain and I do not understand why there is no option to arrange elements the way I want them, the way they make the most sense. Am I missing something here? Doing something wrong?

I have a table called Task template, which contains a 18 records of all the tasks I want assigned to a project. I have been using a simple automation that runs in airtable when a new project record is detected. The automation finds all the tasks in the template table then loops through the resulting list and creates new tasks in the task table matching each of the template tasks.  This all works fine.This evening I added a step to set a field in each newly created task to be the assignee based on a field in the project table that initiated the automation. This works too... but sets ALL 18 tasks with the same assignee, and this is not what I want.Each task has a field called "system task ID" which is a text field containing value 001 - 018. The intent was to make these tasks referenceable in the softr platform I am using with this data.The challenge I need to figure out is how can I set the automation to set the assignee ONLY on newly created tasks with a system id of 001 - 010?Bel

Our organization uses Google Workspace and we manage access to resources via permission groups (individual/users are added to google groups and these groups are assigned resources (shared drives, folders, files, etc.).  Instead of associating individual email addresses with a base, I would like to associate a permission group to a base.  Is this possible?

Hi all, I'm am building a price comparison base which will be used to compare pricing from 1000+ suppliers on a range of products (3000+), but as a former Excel user, I'm struggling to mentally picture the base.I understand it would be one table for products and one table for suppliers, but I'm not sure how I structure the records to report on the cheapest supplier price.So if Product A is sold by supplier 1,2,3 & 4:1. How do I link each supplier to the product with their respective price?2. How do I get a column to show the cheapest price and from which supplier?My brain automatically reverts to rows for products and columns for suppliers, but I know that's a  spreadsheet mentality and I will regret it as the data grows... Any help sincerely appreciated!

I am using airtable with softr for a client portal, and I and trying to configure and automation to send and an email to the portal admin alerting them that a user has logged in for the first time. I have a "users" table in airtable which maps to the "users" table in softr. I have last modified turned "on" in air table. Softr maintains it's own "last seen" field which I have mapped into a matching date field in air table. The basic logic is that the "last seen" field is empty until a user logs in. So I would think that I would just need to trigger when the "last seen" is part of the "last modified" history? But this alone would result in an email going out every time the last seen field changes which would be every time the user logs in.I only care about the FIRST time, so I would need a way to check if the "last seen" field was previously empty, then compare it to the current field contents. I just do not understand where I would get the "previous" value from?I am open to doing t

I have a form where users will enter product details, among those details is the "Field Date", I am trying to set up automation so that when they submit a form and enter a new record, it takes the "Field Date" and subtracts 11 days from it and then enters the new date into the "Feedback Due" column for that product.I have a TRIGGER set to recognize when the "Field Date" is not empty. My ACTION is set to Update Record, then in the "Feedback Due" I am trying to use DATEADD({Field Date}, -11, 'days') to calculate the new date.I just get "Field "Feedback Due" cannot accept the provided value: Could not convert string to date."Both columns are set to the same date format. I am new to airtable and would appreciate any help anyone can provide to get me going in the right direction.

I need a formula to verify a single-line text field only contains productId's separated by commas with <=30 comma separated productId's.OK: <=30 comma separated 8-character productIdsNot OK: >30 productId's; <8 or >8 character productId's, not comma separatedexample (with 5 comma separated productId's)correct: B0D5FHXP,B0D86NWH,BCVPRWY7,DRKM1T5G,GK3DHGH9incorrect:7 productId's: B0D5FHXP,B0D86NWH,BCVPRWY7,DRKM1T5G,GK3DHGH9,H4VPMWY7,MRKM1Y6F5 productId's with missing commas: B0D5FHXP B0D86NWH BCVPRWY7 DRKM1T5G GK3DHGH97 productId's with semi-colons: B0D5FHXP;B0D86NWH;BCVPRWY7;DRKM1T5G;GK3DHGH9 

Hi there,I have a team of account executives and I'm trying to rollup the amount of revenue each person manages during a 12-month period. Revenue is generated on a per project basis. Each project has a start and end date and a monthly retainer fee, which are recorded in the project's record in my project table. I have a formula field ("Project Value") that calculates the total project value.I maintain a second team member table and I link account executives to the projects they manage using a linked record field. Some projects are managed by two account executives (and are linked to two account executive records as a result).The problem is that when I rollup the amount of revenue each person manages during a 12-month period, for projects that have two account executives attached, the rollup attributes 100% of the project revenue to both of the employees linked (rather than 50% to each). Can anyone point me towards a solution? Many thanks.   

Hi All,I'm migrating from Smartsheet to Airtable for Project Management and one thing that I am struggling with, that we rely heavily on for project management, is date / task dependencies. Setting this up in Smartsheet is easy and intuitive, requiring no formulas.Desired workflow:I want to set the Start Date, the Duration and task Dependency so that, if the Duration or Date(s) of a task change, the downstream tasks, as denoted in the Dependency field, will auto-magically update. I have reviewed this video several times and it makes sense and seems easy, but when I configure my fields following the instructions in the video, it does not work as expected.Set up:Table has a Duration, Start Date, End Date and Dependency fields.Dependencies are enabled and set up like the following:The table looks like the following:Expectation:In the Table image above, I would expect that, since the 'Get PB' task is dependent on the 'Get Bread' task, Start Date for 'Get PB' will begin  on 12/28/

Hi,I have a formula that almost works. I'm trying to make my primary field a formula where it looks at "Column A" and looks at "Column B". If a there's a value in "Column A", enter that value as the primary field. If there's a value in "Column B", enter that value in the primary filed. If there's a value in both "Column A" and "Column B", combine those two values and place a "/" between the two fields. The formula I have looks like this: IF(AND({Column A} != BLANK(), {Column B} != BLANK()), CONCATENATE({Column A}, "/", {Column B}),IF(Column A != BLANK(), {Column A}, {Column B})) This does work. However this formula is adding the "/" character to the beginning of "Column A" and at the end of "Column B" when there's only one value in one of the fields. The results look something like this:If there's a value in "Column A" but not in "Column B":12345/75326/23457/ If there's a value in "Column B" but not in "Column A":/93664/30483/54214 I tried r

Hey Airtable Community,I have a list of tasks, and I group them by project (which is a separate table). I also have a field in the project table, specifically a progress field, and I’d like to display this field alongside the grouped tasks in the interface.I remember I've done it before and I even have a screenshot I attach below. But I can't remember how it's done!Any help or pointers would be greatly appreciated!Thanks in advance!

Hi, How can I add multiple rows at once in a table. (This is a function that is super easy in google spreadsheet). AT only allows for one row at a time and I have to keep clicking on the Plus sign. Too much work. I wanna add 100 rows at once. Is that possible?

Hello,I'm learning how to pre-fill a form.  I really like it but it would be even better if I could prefill a form entry with multiple values/entries from another linked record.  Currently, it is only pre-filling the first value of cell.  The linked record in this formula is the Residents Column.I need them to stay selectable values, not text.  I can't expect the users to enter the text values exactly as they are written in the linked records. "https://airtable.com/---/form?"& "prefill_Job=" & ENCODE_URL_COMPONENT({Job})& "&prefill_Order=" & ENCODE_URL_COMPONENT({Order})& "&prefill_Teams=" & ENCODE_URL_COMPONENT({Teams})& "&prefill_Residents=" & ENCODE_URL_COMPONENT({Residents})& "&prefill_Description=" & ENCODE_URL_COMPONENT({Description})

Maybe this question has already been answered. However, I search for it and found nothing.I'm a new user. Is there a way to make kanban boards more colorful like adding background colors? It seems that kanban boards are mostly black text on a white background when using Airtable on the web. It would be easier on the eyes if the white background could be changed to another color of my choosing. I'd also like to change background colors for each category and each task if possible.Thanks.

When I linked field data from table A into the field on table B, I noticed that there were fields that created automatically on table A. that linked with table B. How can I stop this action? I only want data from table A to show in table B. Thank you : ))

I am using a formula to calculate a date in one field, and then trying to use another formula field to determine whether a contract is current, future, or expired using that date and another manually entered date field.  The field I'm using to determine if the range returns the wrong results if I use the calculated expiration date field, but if I use a manually entered field with that same date, the calculated range returns correctly.   ExpDate:DATETIME_FORMAT( DATEADD( DATEADD( LIC__EffDate, {Term (Mo)}, "months"),-1, 'DAYS'), 'M/DD/YYYY') ContractRange:IF(   ExpDate > TODAY(),   IF(   LIC__EffDate > TODAY(),    "Future",   "Current"),   "Expired"   ) ContractRange copy:IF(   LIC_ExpDate > TODAY(),   IF(   LIC__EffDate > TODAY(),    "Fut

Hello!I would like to tag some records based on the text content in a column (ie: if Title contains "Tour" tag Tours). Feels like it should be pretty straightforward but I can't figure out how? Thanks! For more context: I imported all of my team's events from Outlook and realized Airtable doesn't support the "Category" feature, so I want to add tags to these events so that we can break down the data. I figured I could probably do that based on title or other key words.  Thanks in advance!

When our students graduate they want to preserve the information that's in their Airtables. What is the recommended way to do this? I'm pretty sure there's an Excel plug-in that would allow them to dump everything into Excel and preserve it as a local file. Are there any other recommendations? Or is there a way to maintain access to their Airtables in perpetuity? On a related note, what happens to the students' accounts once they graduate? 

Is there a foolproof way to do this? I use CTRL-X and CTRL-V, but sometimes it works and sometimes it doesn't...and it may depend on whether the columns and views are arranged the same way between the source and target tables. 

Hi there, I think this question has been asked in other threads - but I didn’t find a straight answer to that. Is it possible to share an org chart app extension outside Airtable? I can’t find a way or workaround to do so - only downloading it as a pdf. It would be amazing to be able to have the same browsing experience (zoom in and out, collapse sections and so forth) but in a sharable link to be used somewhere else. PD: also adding a legend or some text would be nice too :slightly_smiling_face: