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Hey Airtable Community!I have a problem that's been bugging me for some time and I can't seem to solve it, so I decided to ask for your help.I have an automation on Make.com that pulls data from my bank account, looks for transactions by [transactionId] in my Airtable base and, if not present, adds a new record. The problem though is that the filter formula I'm using in my API call sometimes works and sometimes doesn't.What I mean is when I perform tests, everything runs fine and after a few days the formula stops working - it doesn't identify correctly the records that are already in the the table and adds them again, effectively duplicating existing records. When I trigger the Airtable API call manually, using the [transactionId] field with filterByformula, it returns records correctly, but when it is executed in the workflow, it doesn't work.This is the formula in the API call I'm using: FIND("<transactionId>", {transactionId})=1Any help or guidance about what might be ca

Hi everyone, I'm a beginner at airtable automation (so excuse the novice question) - I'm trying to figure out how to set up an automation to send an email with attachment when a new record is created. Same attachment will be going to all emails. More info: 1. User fills out a form on website with email address. 2. New record is created in Airtable table "Contacts" with the email address3. I think this record then needs to be updated to include the attachment (unsure how to do this) so that it can be attached in the email automationAny help would be greatly appreciated 🙂 

My table tracks publication start and end dates for various websites, and I need to determine the time between the previous record's end date with the next record's start date.Examples:  Site A's publication will be taken down on May 31, and the new one will go up on June 1.  Site B's publication will be taken down on May 31, and the new one will go up on June 6.These require different processes ("turn this one off, wait some days, then turn the next one on" vs. "replace this one with the next one"), and I need to indicate which process should be followed.Each publication has its own record in the tableSite A / Start Date: May 1 / End Date: May 31Site A / Start Date: June 1 / End Date: June 30Site B / Start Date: May 6 / End Date: May 31Site B / Start Date: June 6 / End Date: June 30How can I check to see if the Site's records are "back-to-back" dates? In this case, Site A records are back-to-back, while Site B has a five-day gap in between.(I'm assuming this is going to have

I've read through several help topics and I am still having issues, hoping someone can help me. I have a field that is counting the days between the due date and todays date. I need to use these numbers to create a formula to provide an aging report. I'd like the 'Aging' Field to use age count to represent I need to group my table by aging, which I am trying to do by creating a formula based on the age count.if age count has a number between 1-30, aging is 1-30if age count has a number that falls between 31-60, aging is 31-60if age count has a number that falls between 61-90, aging is 61-90 Daysif age count has a number that falls between 91-119, aging is 91-119 Daysif age count has a number that falls between <120, aging is over 120 daysI’ve read through many articles and forum discussions about the nested formulas, but continue to run into errors, as a lot of the examples are not for so many options.Not only am I having trouble with the formula the age count formula

I have a list of people linked to projects in my Airtable base and I’m attempting to have the slack messages from my automation tag the user associated with the record matching the conditions when the automation runs. I’ve tried inputting the slack id as a look-up from the roster table, I’ve made a formula that concatenates it into a string, I’ve tried it both as id (with <@ and > added in message text) and <@id> in the methods above, but none of this results in a proper tag. The only tag I’ve been able to make work is when I hard-code one into the automation message, but that obviously isn’t dynamic. Has anybody had success here? FWIW; whenever I try to include the field with the Slack id into the message, it doesn’t show up in Slack at all, so I know at some point it’s getting filtered out.

Why are elements (groups) in an airtable dashboard non resizable? I added a dashboard interface in airtable with two number groups that show the count of companies and two chart groups. When I click on the expand button on the chart group, I want it to display the pie chart and the list in a descending order with details below. Though this is seen currently, I am not able to resize the charts or increase the size of the list table below. The table is seen as a thin scrollable section at the bottom and it is a very tedious experience for a user to scroll again and again when in fact the page can be otherwise utilized to show a bigger table. (see screenshot below) As a work around, I tried to create a dashboard using a blank interface. However now the number or chart element is not clickable and it is static. This makes me think airtable dashboard is not a very cohesive tool. If one feature is present, it lacks in another feature. Is there a suggestion to show better dashboards

Table 1: Companies (a list of every company that we do work for. For this example, say we have 10)Table 2: Products (a list of every product we offer. For this example, say we have 12)Table 3: Price list (a list of the price of each product for each company. If there are 10 companies, and 12 products we offer, this list will have 120 items). Each record in this list has a Company column and a Products column that links to a single record in Table 1 and Table 2.Goal: create automation that will automatically create price list records when a new company or new product is added.If a new company is added, I want the automation to automatically create 12 new records on Price List table, automatically linked to the new company and automatically linked to each product listed on the product table.If a new product is added, I want the automation to automatically create 10 new records on Price List table, all automatically linked to the new product, and also linked to every company on the Compan

Hello,As projects come to a close, I want to review how successful my team was on staying on task and completing tasks by the deadline. My base is set up to flag overdue tasks, so I know in the moment when something is overdue and needs to get done ASAP. But I'd like to take a look at the project retroactively after all tasks in the project have been marked as complete and see how many of them were finished late.I can then investigate if I have projects that need adjustments or support (unrealistic deadlines, bandwidth issues, employee struggling, etc.).Any suggestions on how to do this quickly?

I’m working with a group that has users shared at the Workspace level but now what’s to remove them from the Workspace level and share them on individual bases. I was surprised to find that users who are shared at the Workspace level can’t be shared as the Base level. Trying to do so creates an alert message that says “this user is already shared on this base.” Is it possible to shift users from Workspace to Base level access without first removing them from the Workspace and then adding them to the Base?

I just created a budget table, and three fields(cost, products, and source) are integrated with the product table  (pulling the cost field from the product table when I choose a particular product from the budget table). if the cost field is empty or 0 in the product table, the integrated cost field in the budget table should be editable. But I have no idea since the cost field type is lookup or rollup. Is that possible?

Hi, I have been having problems with this for weeks now and cannot understand why my automation is not working. I work for a company that runs an appointment based service. I book the date it  is for and the status of it. When I put in the info, it is defaulted to "Booked". When the day AFTER the appointment comes, I want the system to find all record that match the given criteria (appointment yesterday, status booked) and update it to "Completed" I have tried a million different things but nothing is working.  Here is what my configuration is.. Someone please help me understand what I am doing wrong..

Im using the "Record Review" template for users to choose a record and then see all it's details.Each of my records has multiple date fields. I'm hoping to show these dates with a calendar element, however it seems I can only show dates for every record in the whole table or dates from linked records in other tables. Not actually just the one selected. I've tried to play around with filtering but that does not seem to get me anywhere.Is it really not possible to show one or multiple dates only for the records that has been selected?

Hey, I want to create a link inside my long text field with rich text formatting enabled by zapier. But when I write [Airtable](https://airtable.com) in Zapier I don’t see the Link as a hyperlink. I just see the text:

https://www.loom.com/share/75e6d81b7dc7414d9bdd62eba0e7f791?sid=a551b367-107b-4d5e-b2e3-c5573874cf5cSteps:Enter a role required to be at an eventFinds people associated with that roleUpdates people required at the eventWhen I delete the role required, the automation seems to run twice and deletes the people required, but then adds everyone associated with that project, and when I check the Run History, it only runs once.Any idea what's going on?  Thanks in advance

I have a table that I created to track resource allocation, and use that information to then report out to a graph in my interface to show based on the allocations, how much I would be expected to spend each month. The setup for this is a bit of a workaround to solve for not being able to have multiple fields reported into a chart.  This is working how i need, but it is prone for error if I do not manually link the months in the linked field. I'm trying to create an automation, or solve this in any way that doesnt require me updating both the linked field and the fields that determine if a resource is active or not. My hope is that I could create an automation that would check the Month Fields, and if a Month is set to active, it would then enter that Month into the Linked Months field - this way i could just update the allocation fields, and my report would always be insync with what months should be linked -  See Image attached. 

I have 4 Tables (Payments, Receivables, CostCenters, Extract)The Payments and Receivables records are linked to CostCenters records.The Extract records are linked to Payments ou Receivables records ("If it's a receipt, it will be associated with an account receivable, and if it's a payment, it will be associated with an account payable.) So i want to make a formula field with an IF to get a cost center from Payments if the record is linked to a payment if not it will get the receivable costcenterIs it possible?

I have a pre-filled form that is launched from a button in a record in the Assets table. When the form is submitted, the automation is triggered. A new record is created in the Updates table. Then, there's a Find Record step where a condition is entered to find the record to be updated in the Assets table. Right now, I'm using the condition Today's Date.That's fine for testing but what I really want to do is let the Find Record value be the record from the Assets table from which I launched the form in the first place using a button.How do I refer to that Rec ID? 

I added a button to a table that forms a task when the button is clicked.The task is an async call to a REST API using Javascript's fetch.  I'd like to be able to display the state of the operation, including when its completed.The code:// make the REST API with an async function const response = await updateLicense(config.access_token, employeeNumber, licenseNumber); // dispay the results of the processing output.text(response) Unfortunately, the code doesn't wait for the updateLicense function to complete.  Any ideas?

Hi everyone! I'm trying to build monthly employee attendance with NFC tag. Basically when you "scan" nfc tag with your phone, it open up AT Form for submitting your entry or leave (start in the morning, start of the break, end of the break and end of work). In this form you can choose what type of entry or leave you're submitting. Name is preffiled (and linked to another table with personal information about Of course, when submitting the form, every entry from the form is in a new record. Is it possible to combine all four records into one (for one day)? And after that, I want to calculate duration (how long was one working and how long was on break). I tried by updating the field in another table, but I don't know how to define where (to which record) should information update (so for the specific employee and for a specific date). I'm thinking to build specific table for every employee. Can anyone help me?Thanks!

I've currently got an automation set to pull text fields from multiple records as a list into a Google doc. However, I'd like for the field names to not generate in the Google doc, just the content of the field. The hope is to compile text with less need for formatting/deleting of the field names.Example of how the field names and field contents are pulling in now:TITLE (field name)The quick brown fox jumped over the lazy dogs (field contents)STORY SNIPPET (field name)In a picturesque moment captured by onlookers, a quick brown fox elegantly vaulted over several lethargic canines in its haste to escape a pursuing hunter. (field contents)Is there an easy way to do this that I'm just missing?

Anybody have a workaround to print out an Interface (physically or digitally as a pdf)? I have a Financial Dashboard that I would like to print and file at the end of each year. 

I'm trying to build a system where users can copy a Roll Up/Look Up field of phone numbers directly from their phone. This field often has up to 20+ phone numbers.My current solution is to set up a pre-filled form that is accessible via mobile, in which the user will be able to highlight the pre-filled text within a single line text (pre-filled with the look-up field data). From here, users will be able to copy the data. It's a bit clunky.With the introduction of Interfaces on Mobile, I was hoping to build an interface that I could simply display the Roll Up field. However, on mobile, these fields are a bit difficult to copy out. It's still easier to use the Pre-Filled Form where users can "select all" text.Ideally, there would be a button to just copy text or a better way to display the Look Up/Roll Up fields in a way that's easily selectable to be copied. If anyone has a better suggestion for me rather than using a useless form that would be amazing!

I am trying to create an automation to transform a row with multiple linked records to multiple rows, each with one linked record. Ideally, they would appear on the same table. This is for a historical database where I track where people were over time, and it has four tables:(1) Location (registries of where people were at a particular moment in time)(2) Place (a list of cities where people could appear)(3) Person (a list of people, some of whom had the same name)(4) Reference (a list of archives where I get my information from)On the Location table, I have several registries where multiple people appear at the same place at the same time. Is it possible to create an automation to transform those rows into multiple rows, one for each person? I'm attaching several screenshots of a sample base that I made to illustrate the problem, and I'm including a link here in case anyone wants to copy it: https://airtable.com/app7lNkr5my9uiMtU/shr6v6rNqHXtfZ68RThank you in advance, as I've tri

I am new to Airtable and the database had me the permission to edit it. I am trying to add an option to choose from but I can't seem to "edit" nor "add" an option when trying to add one. How do I successfully do it? Edit it and input the desired option I want to add.

Dear AT Community!I'm collecting arrival and departure dates for an event setup period from workers. They can register through a form. In my base now I have two date fields with an arrival and a departure date for each worker. The setup period spans from 5th May to 16th May.The question is: How many workers are on site each day?In order to answer that question I created 8 formula fields and wrote a simple formula to extract the needed information from the date fields. The output looks like this:Now in the bottom row the sums are given which equal the number of workers on site each day.I tried to create a bar chart in an interface showing the days on the vertical axis and the number of workers on the horizontal axis. To no avail. Any ideas on how to approach this would be appreciated. I'm kinda stuck.Best regardsHenry