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We’ve created an airtable base for submissions from teams, and then those need to be reviewed by assigned reviewers.  In the form, the review must select their own name. In another field, they need to select the project they are reviewing. I would like to filter the projects that are options to be just the ones the review is assigned to.  Is there a formula to say the “Assigned Review” field matches the name selected in the review name field?  As a work around, I was going to use filter by View -- but I’m also not seeing that option anymore. Was that moved? 

Hi, I am looking into options or workarounds to check if a value of a record exists in database before submitting a form. Is there a third party software or tool that is compatible with Airtable to do this? or is there any workaround with an automation to submit the form and check if record exists. If it does not exist, open again the form and show an error message to fill out a correct email. I would appreciate any suggestions.Thank you.

I need external parties to update existing records. I have successfully created a second base that serves as the receiver of the updated fields. I accomplished that by creating a form in the second base and using the URL from the form to create a formula field in the first base that will pass a record identifier to the second base. The URL works well and the record identifier from the first base shows up in the new record (RequestID) in the second base to match the record being updated from the first base. My problem seems to be with the automation. I am using when the form, from the second base, is submitted to trigger the automation. I then added update record to the automation. Based on a video covering the topic by Julian Post, I list the second table called New Update as the Table in the configuration. I list RequestID from the second table as the Record ID. For testing purposes, I add just one field in the Field section. I set it to dynamic and map the corresponding field wi

I’ve got a nice little script within an automation to auto-categorize transactions in a bookkeeping base. It relies on a table for transactions with various fields, as well as a table called Rules, with the rules I want to create for my categorizations. The Transactions table has the following fields: *Name - single line textLowercase Name - formulaMatched Terms - single line text*Vendor - single line textPayment Type (tax purposes) - single line textPayment Type - single selectCategory - Linked fieldMerchant - Linked fieldTransaction Year - formula The Rules table has the following fields: Match Term - single line textLowercase Match Term - formulaPayment Type - single selectDesired Vendor Name - single line textCategories - linked fieldUpdate Rule? - checkbox It all works great, but now I want to add another parameter to the Rules table, a linked field to my table called Operational Expenses. The Transactions table already has a linked field called “Operational Expenses.” I want the

Hi all.So I seem to be stuck. I have a table called People. 100s of records with them all associated with a Company Name (from Company Table). Some people are designated (checkbox) as being a billing contact or primary contact for a company. All of this is great. I made a view called People By Billing view that shows me just those markedNow each year we sent out invoices. We have a table called Payments, with one record for each Company in the Company Table.  This is all good. Here is where I am frozen. What I want to do is pull those that are marked as primary or billing from People to link in the Payments. We want this because we send out emails via the SendGrid tool to those people and attach the Payment ID to it so we can process. I wrote a script that loops through a People By Billing and writes them to a linked record in Payments but it keeps overwriting the record already in the linked record, and honestly, I don’t feel like this needs to be a formula. I don’t want me client to

Hello,Is it possible to update multiple records from information in one email?I know I can use the “When email received” trigger to create a record and extract the body of the email into that record. However, I sometimes receive emails with information that belongs to different records in Airtable.Initially, I receive an order confirmation. That contains only information about one order, so I can set Airtable up to create a record from each order confirmation.When the order is ready, I receive another email, and that email often contains information about multiple orders.The data in the body of the second email is structured roughly like this:           The ordered materials have arrived.           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]           Order number: …           [Other details about the materials]           You cannot respond to this e-mail…The order number is in the initial order c

Hemos creado recientemente una comunidad de usuarios de Airtable en el idioma español, con la idea de compartir conocimientos, soluciones y trabajos en plantillas (templates) en el idioma español para todos los hispanohablantes. Si quieres aportar a que existan más usuarios de habla hispana que conozcan esta maravillosa herramienta, por favor mándame tu correo y te agregaré al grupo de co-work que hemos creado. Necesitamos gente experta en Airtable con interés de compartir su conocimiento. Saludos

I have been using AT for about a year now and love how I can incorporate it to my project management and our companies overall workflow. I am now starting to get the hang of forms but am wondering if I can take it a step further. Here is what I am trying to achieve: I understand that you can embed a form onto a website to get information shot back to your AT. I am wondering if you can do the opposite and share that exact form with another individual, with pre-fille information, a pre-attached file(s) without having to share the record with the person through email. When a record if shared from the original form, the information (record) just gets emailed to the person and that does me no good because I would like to have a “single select” field where someone can approve the form that is being sent to them. If this helps for visual/functional purposes: I want to send over a URL link (custom generated form) to individual customers so that they can approve or deny proofs that our company

I’m exploring using field agents to extract data from documents.  I’ve got 7 agents running, each looking for different information (job#, project manager, start date, due date etc).  When all of those agents are finished with their tasks, I want to trigger an automation to do stuff with all the data they’ve extracted.  How can i do this?

I think I have painted myself into a corner here. Appreciate any advice.We’ve migrated from another system that generated autonumbers for our Leads.I’ve imported all the  leads them into my Leads table. It is critical I keep the old data - it can’t be changed as all our  work for these clients has been against that specific ID number.You can see from my Screenshot that column A has the ID number (now a text field), column B has the customer name, and column C is a joining of the two (but just a text field for now, no formula/concatenation used).I have tossed in a 4th autonumber column to try and create a formula that carries on the numbering from column A (Lead Number). But now I’m stumped. Having an ‘m’ at the beginning of the Lead number does not help - otherwise I presume a simple sum formula to add the lead number to the autonumber would suffice. It’s like I need historical numbers to be text, but all future records to be a formula.Any ideas? Thanks in advance. 

THE HELP ARTICLE SAYS IT’S LOCATED IN THE BOTTOM LEFT CORNER.  IT’S NOT INTERFACE DESIGNER "ADD ELEMENT" BUTTON IS NOWHERE TO BE FOUND. What an I doing wrong?   Do I have to install “Interface Designer”? I click “ Interfaces” on the top center of my base and have created several interfaces.  None of them have an “ADD ELEMENT” button. I’m simply trying to add some instructions on this interface and I don’t need it to be a long text field.  I just want to add a Text element to add helpful formatted text, links, lists, descriptions to my interfaces. SUPER FRUSTRATING!!!!!!!!!!!!!!!!!! 

I have two forms on my website: An interest-gauging form where the client fills in their name, email, and a brief message, and a longer form that they’re emailed later. 📄I’d rather not have “John Smith” in two separate databases. Is there a way, upon submitting the second form, for the answers to be combined with or added to the records from the first form, like if they share the same email address or something? 🤔

Hi,We run a photo studio CRM with Airtable, and would like to start storing customer end product images there. This would mean some 20-30 images at 2-3 mega each and hundreds of customers annually. We’re on the Team plan so have 20 gigs limitation per base for attachments, so space would end quite soon.The for me easy and obvious solution was to write to Airtable sales to ask if one could just pay for more storage, since we don’t need the Business plan additional features (and eventually that would also hit storage limitations), but they don’t seem to be responding.I know the storage limit is per base so I guess one could somehow create more bases just for adding attachment storage, but I don’t see how to do that. And it seems this would create problems when we need the second, the the third “extra” base.Hence my question here, what would your experiences be with this?Any best practices here?Rgds,Björn

I need to center the logo image of my client in the body of an email. How do I do that?  (Don't worry - I'm not using an image in an attachment field. )This is what I currently have, but the image is not actually centered. Can anyone help?<div style="text-align: center;"><img width="400" src="https://static1.squarespace.com/static/myimageurl.jpg"></div>

Hi all! Im trying yo send a gmail with an automation, I want to send an email to a list fo mails which are in a lookup record separated with commas. I try to do this but the test says that my To field is empty Some help, pls? Many thanks

Hey guys, I have two tables—Email Info and IPT. When a checkbox is clicked in Email Info for any domain,  the domain and any one corresponding email address and its ID should be updated in IPT. I may select multiple checkboxes at the same time.Inbox details have multiple emails and ids. 

Hi Everyone,I pay people through Airtable for piece-rate work. On the backend, the data is organised by tasks and by day (e.g. Task 1, Task 2, Task 3 – Monday; Task 1, Task 2, Task 3 – Tuesday, and so on).There’s a button that lets me “Email Payslip,” but when I use it the PDF that goes out to employees ends up jumbled. The tasks are out of order (for example: Task 3 – Wednesday, Task 2 – Tuesday, Task 4 – Monday), which makes the payslip confusing and hard for employees to read.Does anyone know how I can fix the output so the payslip shows the tasks in the correct order?Any help greatly appreciated   

Is there a way for Record IDs to be visible after a user completes a form? Maybe in the message that appears after hitting the submit button to act as a “confirmation code” that can be copied and pasted elsewhere?Current state: Team member completes airtable form. After completing the form, team member is redirected to message thanking them for the submission. Goal:After completing the form, a record ID is generated from the completed response and the user is able to copy and paste that record ID number to be shared/associated.  To my knowledge, the record ID is generated after the form is completed and is visible in the Data is there anyway to make this visible sooner and so the user doesn’t need to view the data to pull record ID info? 

Hi all,A while back, I somehow managed to add an “Add Item” list element inside the single record template. But I have no idea how to recreate this now. I would start from a blank canvas, but I don’t see a way to recreate this situation.  

We recently updated our AirTable interface to sync directly with our google calendar. We deal with scheduling out many projects across multiple calendars with subcontractors and we use all day events to do so. When I tried to sync our calendars without incorporating times, all of our all-day events were extended out by one day (ex: All Day Event on 7/8/25 in Google Calendar would translate to Start/End: 7/8/25 → 7/9/25 in AirTable when times are excluded). I’m assuming that this stems from Google Calendar and AirTable having different “all day” time functionality. Is there a way to fix this? Here is the result I’m looking for:All Day events syncing from Google Calendar to AirTable exactly as shown on Google Calendar (ex. All Day Event on 7/8/25 in Google Calendar has a Start/End Date of 7/8/25 → 7/8/25 on AirTable) No times in the date fieldPlease keep in mind:We are currently on the Teams plan for our level of permissions. We are not using automations for any of our date creation. We

Is it possible to add simple text blocks within a form to break the form into multiple named sections?

Hi everyone! I’m building an Interface page that will serve as a library of:Each Product my team trains on. From a synced table: Product Database. Each training Resource we have for each Product, which are set up as linked records.  From a synced table: Training Inventory.  I set this up in a Record Review layout (preferred over List View for our use case). When editing the interface (and when “normally” viewing the published interface), everything looks great. The linked records display properly (as a view) within the record details.The problem: In the public share link or when embedding the interface on SharePoint, the linked records do not appear. This happens whether or not a product actually has linked records.Has anyone else run into this limitation with Record Review Interfaces? Is there a known workaround (or an alternative layout/approach) that allows linked record data to remain visible when shared or embedded? Thanks in advance for any insights! See below for examples: The

I can't wrap my head around this restriction on interface designs. If you have a linked record picker, but the field has a dynamic filter on it, then Airtable will not allow you to show the list of linked records as “cards.” You can only see them as “pills,” i.e. name only, without any additional context from the records’ fields.  I have a field directly above this one where the user can see cards with additional information when they're trying to select the appropriate record to link. I can't figure out any obvious reason why a dynamic filter should create a situation where you would not be able to access and display the fields for those linked records. If it's just a UX design decision on Airtable's part, I don't understand why they would see limiting a user or builder's access to their own data as a good thing. Has anyone else encountered this? I'll probably file a feature request just to see if I can get an answer, but I wondered if anyone else knew the logic behind this move.

How do you reinstate a deleted record? It’s been 24 hours since we've noticed - is there a way to revert to a previous version?

Hi all,I am in the process of building an archive base to transfer records to in order to keep our operations base within its record limit. I have set up a basic 1-way sync that does not delete records in the archive base when deleted in the main base.Can I consider record comments to be lost? Or does anyone know a way to copy them to a text field?thx