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Hi all! New to Airtable here. We’re considering using Airtable for a few clients to serve as a CDP (customer data platform). In this case, we’re merging 4 data sources: 1) website conversions, 2) CRM, 3) contracts/invoices, 4) NPS/surveys. For all 4 of these data sources, there is 1 shared field: Unique ID. I had planned on posting each data source via Airtable’s very well documented API to a table. So, we have 4 tables in 1 base. The website conversion data source will generate a few hundred rows every day. My ideal scenario would be for these rows to auto-link across the 4 tables as a matching Unique ID row is added to the other tables. Example: Today, the customer converts on the website, and they are added to table 1, website conversion data. Tomorrow, they enter the CRM, and are added to table 2. A link between this customer row on table 1 and table 2 is automatically created. A week later they sign the contract and are invoiced, and are added to table 3. A link between the custo

Hello all, I have a table with filled with products each with their respective item numbers that are 24 characters long. I am looking for a way to put in the 24 digit number and have it automatically fill a separate cell in the line with the last four digits of that number. I need two columns one with the full 24 digit number and one with just the last four. I’m currently just manually entering them separately. TIA EDIT: Fount the solution https:// community.airtable .com /t/formula-for-extracting-last-text-digits-from-a-code/23215

Hi! I am clearly missing something easy on lookups and linked fields, but I have been googling endlessly so would love some help. I have a base with a table that has customer info like so: Customer A, Attribute123, Date Added Customer B, Attribute123, Date Added I am trying to use Zapier to trigger an action for all of those records added the prior day, en masse at once (e.g., if Customers A-C all were added on Monday, Tuesday at 9am they would get a message). My hunch is that if I could create Table 2 that just automatically updates, then I run a zap once a day for all new records in that table, I’m set. Any ideas or tips? I guess my asks are (1) can I save a view as a dynamically updating new table, or (2) any other ways you’ve seen this work? Thank you!

Hello everyone, I am wondering if there is a way to use the checkbox field to move lines to a new table once checked. I have a table of current inventory, I have a form linked to this inventory list so colleagues can see the inventory and request accordingly. Once the inventory is depleted I would like to just use the checkbox to trigger the line to move to a different table of depleted inventory. I have used the VIEWS function to filter the depleted inventory out of my view, but in this case the depleted inventory still will show up on the linked form that others use. I am currently just manually cutting and pasting the lines in the new table. TIA

Hi Everyone, I just can’t figure the formula thing out and I’ve spent hours on this, so am hoping that someone can help. Please if you respond - know that I’m not a programmer or formula savvy. I’m struggling with this. I have a column called Follow-Up Date. I create a column called Task Status. I want to do the following, so the Task Status column populates with Planning, Due Soon, Wrap it up, Due Today and Overdue based on date criteria of the Follow-Up date. If Follow-up Date is 2 weeks from the follow-up date based on today’s date, then I want the field to show “Planning” If Follow-Up date is 1 week from the follow-up date based on today’s date, then I want the field to show “Due Soon” If Follow-up date is 3 days from the follow-up date based on today’s date, then I want the field to show “Wrap it up” If Follow-Up date is today, then I want the field to show “Due Today” If Follow-Up date is past the date, then I want the field to show “Overdue” I"ve played with many m

Hey, would love to be able to not only get the cursor.selectedRecordIds, but also the selected fields, if any fields are selected in a grid view. Seems like there will be many use cases that would require such functionality. I personally have a few. Thanks, Ronen

Let’s say I have an item A. A was ordered at $10/pc with qty of 100 A was then ordered at $11/pcs with qty of 50 I have a table “Order” which keep track of qty and unit price at which the item is ordered. I made first shipment of 70 which is recorded in table “Shipment” I would like to have a summary table grouped by Item code. In this table, it will show that I still have to deliver 30pcs at $10/pc and another 50pcs at $11/pc. How can I do that?

I see from the feature requests that the ability to manually reorder views was introduced last year but I don’t seem to have it. When I try to drag a view up or down the list nothing happens. Using Firefox 54.0.1 on Windows 7

I am trying to make a formula that will create a status after a certain # of days has passed Scenario Client Makes Appointment Appointment date is added to the record The field called “Client Status” is changed to “Evaluating Proposal” What I need: IF: 7 days later the “Client Status” is still “Evaluating Proposal” then change the formula field to say “Follow Up Email OverDue”

What is wrong with this IF Statement?

I am trying to figure out a way so myself and other team members can filter out any records with the status “Completed” AND they can see all records where they’re marked as the Owner OR a Collaborator. I’v seen this Airtable Support post about AND/OR logic and the solution doesn’t work when one of the fields in the formula is a Collaborator field. Can there please be a way to use AND/OR logic at the same time so I can create one, go-to view for myself and other team members that won’t be gunked up with already completed tasks? Or can you please create a view that will automatically show any record where the user is selected from the Collaborator drop down and we can add whatever other filters we want? This would save me so much time and inconvenience.

Is it possible to have the date field show a day of the week instead of a date?

I am trying to link a few different drop box URL’s to our table. The case use would be if designer X is selected from the multi select drop down, return URL(A), if designer XX is selected, return URL(B), if designer XXX is selected, return URL© and so on. I have a field with the multi select options and I have a field where I want the corresponding URL’s to populate once the designer is selected. Is this possible?

I am having trouble as well as some of the members on my team with our passwords claiming not to be linked with any account with app and phone version

I would like to be able to move several individual attachments from separate cells into a new cell. Is there a simple way to do this?

Greetings Airtable Community! I am hoping a more experienced user can provide guidance on a formula. I currently have a formula field: IF(AND({Guest Code}=‘DONOR’,{Status S1}=‘Yes’),First&" "&Last) This is returning the correct data (e.g. Robert Jones); however, I need to expand the formula to also include the guest of First Last (e.g. Robert Jones, Sally Smith). The guest field names are With First and With Last. Any assistance would be greatly appreciated. I’m up against a deadline, so it’s time sensitive. Cheers and thanks, John

I have an issue with the formula in the ID field not displaying correctly as it has several decimal places even though the column it’s getting the data from is set to currency integer (2). How do I get it to display correctly? This is how it’s showing: This is my formula for calculating the Amount Outstanding: And the format: And this is my formula for the ID field: Anyone know a way to fix this?

Hey Guys Is there a do a filterByFormula to find an exact match? filterByFormula=(FIND(%221234%22%2C%7BProject+Name%7D)) will find records within the Project Name field containing 1234 or 12345 but I need to return the exact match (1234) not the partial match. Hope that makes sense??

Is it possible to recreate the RATE() function from Excel and Google Sheets inside Airtable?

Can someone help me with my formula? I have an “aging” column that I use to show months since the publish date of my blog posts. This works well when I have a publish date, but, for unscheduled posts it returns an ugly #ERROR! I would like it to either show blank, or N/A. Here’s my formula. DATETIME_DIFF(TODAY(),{Publish Date},'months')

Hi, I need help with a formula. I have a column where I enter the amount we actually spent on an item. We then compare that to our budget column. However, some items are not included in the budget but we do want to see what we paid for them. To control this I created a column called (Exclude from Spend) with a check mark. However now is the hard part…how to have a final Spend column, that doesn’t include the check marked items. I know it’s a formula If Exclude from Spend is checked, do not include the amount or subtract the amount from the Final Spend column. But I have no idea where to start writing that.

Not sure if I understand the use cases for Blocks but I am trying to create a little mini GUI to pull data from Google and save into Airtable. How do I go about securing my API key? Is it secure to bundle with code that gets released to Airtable?

Hey. I’ve tried searching for solutions here, but haven’t found anything I was able to implement. What I’m trying to do is listing all my close friends and relatives, and creating a field that shows the number of days until their next birthday. Then I’d sort it by 1-9 so that the next birthday is on top. When the birthday is over, the “days until” should then jump back to 364, and therefor be sorted to the bottom. Could anyone assist me here? Thanks!

I have a field named Concatenated Attendee Name(s) with this formula: CONCATENATE(First&" “&Last&” “&{With First}&” "&{With Last}) I have another Multiple Select field named Guest Code. One of the many choices is ‘Scholar’. How would I edit the formula above to only concatenate names that have the Guest Code of ‘Scholar’? Thanks very much!

I am setting up a conference planner and want the name of a meeting to be the Topic + Date. The formula I am using is: CONCATENATE(Topic," - ",{Start Time}) This works, however it formats the date as YYYY-MM-DD and puts alphabet characters in with the time. (see picture) How can I format this so that it only shows the date, preferably in DD-MM-YYYY format? I need to keep the time field on the record so that it shows what time the conference will start. Thank you!