Solved

Hi everyone 👋I’m trying to use Automations → “Generate structured data” to extract structured data from a file that’s attached to a record (e.g., CSV / PDF / image). My automation is simple: When a form is submitted → Generate structured data.The confusing part: when I select the Attachments field as the input, Airtable only lets me choose attachment properties like URL / Filename / Size / Type / Attachment Viewer URL / Expiring Download URL (see screenshot). It’s not clear to me whether the model can actually read the file contents, or if it can only see metadata/links.My questions: Is it possible for “Generate structured data” to ingest an attachment and parse its contents (e.g., read a CSV and output a JSON array)? If yes, what’s the correct input to pass: Expiring Download URL or Attachment Viewer URL (or something else)? Does this only work with “Allow AI to access the Internet” enabled, or is there a limitation where it can’t fetch files at all? If it’s not possible direct

We use Airtable to manage trailer rentals and insurance compliance. Customers periodically upload updated Certificates of Insurance (COIs), and we need to retain all past COIs for audit and compliance purposes. The issue is that Airtable automations overwrite attachment fields when updating records. When a new COI is uploaded, it replaces the previous file, which causes us to lose historical documents.What we want is for a “Misc Attachments” field to act as an archive, where: Any new file added to the COI field is copied into Misc Attachments Existing files in Misc Attachments are preserved No previously uploaded documents are deleted Requirements: Both fields are attachment fields in the same table The process should be automatic (triggered when a COI is added) The archive must be append-only (no overwriting) Preferably no third-party tools We are currently exploring a scripting automation that: Pulls existing attachments from the archive field Appends new COI files Writ

I have a database that is used to record the status change of projects and I need help with my automation. Currently I have an automation set up that is triggered when a record is updated (watching the “status” field); then it creates a record on my Change Log Table. I want it to record the “old” status and the “new” status in a field, along with the date the change was made and the user who made it. I am having trouble setting this up, can anyone help? Thanks in advance!

We use Airtable heavily with parent --> child relationships and are trying to standardize our workflows using record templates, especially within Interfaces while reducing the amount of automations used in this aspect of our workflow.What we’re trying to do (high level)We want to generate groups of task records (child records) and link them to a parent record that already exists. We only ever work in interfaces so it must have a way to function for our users there.Using record templates or a native grouping feature Without relying on automations Without creating a new parent recordCurrent setupWe have many tables that act as a parent record and then one table that is the child record (tasks). Most of them have a pre- and post- step of creation, some with 3 steps where specific tasks are generated at each phase (e.g. Interest, Application, and Decision). Below is an example of 2 steps (pre-award and post-award). Pre-award tasks (works well) Parent record is created via an Interface f

I have a table of contacts that includes zip code for each contact. I want to provide a view of contacts for a given county. I can get a list of zip codes for the county, but it's too many zip codes to list each one as a separate condition on a filter.I thought about setting up a zip code table and using a linked record from the contacts table. Is there a way to create a new linked record field that links based on an existing already-populated column? There are too many records to select linked records manually.Or, is there a way to create a view with filter criteria that references another table?Thanks for any suggestions.

After someone submits my form, I want it to go directly to my designated redirect page. Instead, I’m getting this screen:How can I get rid of this screen so it goes directly to the page I set as the redirect? I have a lot of people filling out forms who are… let’s just say this is too much opportunity for them to click the wrong button or get confused. I need this screen to go away.

In my life outside all things Airtable I have a large collection of curated resources on Product Operations. podcasts, articles, resources I have created, along with my partner in crime on this venture. We want to create a custom GPT based on all this content that we can make available to our followers, peers and professionals. Does anyone have experience of being able to do this with Airtable? I think I can get the information into airtable using field agents to scan docs and pages, transcripts etc.  I would guess Omni would then take over and it would be used as the searcher and retrieves of summarized information. Thoughts?

I’m trying to extract information from within our confluence setup, using field agents to locate specific piece of information from a specified page (via URL). I got it to work once, but now it just says it cannot access the page, as if it has no authentication (which is probably true). Is there a way to provide it with authentication to go do what it needs to do? Curious how I got it to work the first time too

Hello! I am baffled by this issue. Essentially, I am creating a way for my office to check-out certain items (laptop chargers, phone chargers, etc.) using QR codes. I’ve got a form that allows people to use their phones (yay!), and I’ve got an array of QR codes that are just text based and give the name of the item, so every time someone scans them, the text pops up with the item name, and then they answer form questions like:whether the item is being checked out or backed in (the person enters this themselves), the name of the person doing the checkingAnd this is great. My fields track all the information I need, the QR codes work, etc.  BUT I CANNOT FOR THE LIFE OF ME LINK these records to my “Equipment” table, which I am making so our tech team can keep an eye on things like:Is this item available or checked out currently? Who was the last person to check it out? When was it last checked out?As you can see, I’ve tried a linked field, but I have to continuously select the Equipment N

I track media hits through a Base with 3 tabs/tables: Reporter Info, Media Campaigns and Articles. I’ve been trying to link these 3 tables so when I enter an article’s URL in the Article table, which also has columns for Media Campaign and Reporter Name, it will automatically fill the article URL and Reporter Name in the Media Campaigns table...and the article URL and media campaign name will appear in the Reporter Info table under the Reporter’s Name. I have managed to link the Articles table to the Media Campaigns, so the article’s URL will auto-fill but the corresponding Reporter field won’t automatically appear for that Campaign. And If I’m on the Reporters page, and select the reporter’s name, I have to enter the Media Campaign name, which then does auto-fill the article URL tied to that media campaign and reporter.But I want all 3 fields to automatically fill in the Reporter & Media Campaign tables, when I enter those fields in the Article Table. Is that possible?   

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!

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.

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: