Show and Tell

Hello, I am new to the community. I am trying to setup a database for our acquisition company. I have leads that own multiple products and need to be able to sum up all the products in one place. This works perfectly with grouping. However, my issue is assigning a caller to these leads. I want to link all the lead records with the same names to each other and my caller have a summary of all the products, values and one lead contact field. With grouping I can assign a collaborator but they have to be assigned to each one and it breaks the summary. Can anyone tell me how to complete this correctly? I was hoping another table named leads where it listed the owners once and rolled up the values of all the associated records to that owner.

Simple version (so you can cut and paste, and put to use) Link to demo base:TestLab Status Airtable TestLab Status - Airtable Explore the "TestLab Status" base on Airtable. Table 1: Latest Status LEFT( RIGHT(status_&am

Need to know what type of data is being returned to a formula from a field? What if that field is a lookup field? The common answer for the latter is, “It’s most likely an array,” but there are times when it’s a single value, and the correct type for certain fields is not always obvious. To help save myself (and, I hope, many others) a lot of desktop head-banging, I dove deep into every field type to figure out what’s what, and captured my findings in a table, naturally. :slightly_smiling_face: You can find the results of that effort here: Airtable

All – I want to apologize for my extended absence from Airtable Community; let me assure you it was neither intentional nor enjoyed on my part.¹ I hope what I bring as a peace offering helps make up for all the unanswered questions and messages. Here is version 1.0 of my scheduling/calendaring framework for Airtable. It offers a template-driven solution to scheduling recurring processes, allowing process types to be defined as a set of interrelated events. Later, instances of these processes are created in a separate table, in turn spawning and scheduling component tasks and subtasks. The framework also allows for differentiation between tasks that can fall on any day of the week and those that must be scheduled only on workdays; workday-only tasks can be specified as falling on the nearest preceding or nearest following workday, as desired. Stand-alone templates — that is, a single event with no subtask — can also be created, allowing certain classes of events

Loom Online Quote Requests: Quote Requests - Airtable Check out a video I made via Loom

Hello Airtable Community, Back in 2017, our team published news about Airtable Importer that since then has been helping lots of this community members synchronize data between Airtable and Google Sheets. Three years later, today I would like to say that we’ve launched Airtable Importer’s brother and called it Coupler.io 2 All in all, our add-on: pulls data from Airtable, Xero, Pipedrive, HubSpot, Jira, Google Sheets (replaces IMPORTRANGE) - and we are going to add more data sources to it; supports automatic data refreshes : every 1, 3, 6 and 12 hours, or daily, weekly, monthly; offers replace (rewrites all) and append (adds new rows only) import modes. possesses a more user-friendly UI will provide User Stats internal web page and more to help you manage

Happy 2021 everyone! A new year, brings new projects to manage. And where would project managers be without their handy burndown charts? Well, with a bit of scripting and the vega-lite app, you can now make a burndown chart in Airtable! For the uninitiated (aka me until two weeks ago), burndown charts “show the total effort against the amount of work for each iteration.” Meaning, they help you answer the question “are we completing our tasks on schedule?” They usually look something like this: The line represents the planned tasks remaining, and the bars represent actual tasks remaining. if your bars are below the line that means you’re getting things done on time. The X axis can be grouped by the cadence in which you’re tracking - which could be days, weeks, sprints,

Despite the fact that we work and develop apps in a climate of extreme security, the fear concerning Airtable API keys is growing and will likely worsen in the future; Airtable, after all, provides an all-or-nothing API key architecture. And we often leave security requirements until long after the solution is working, at times creating serious exposure to our customer’s data. In Google Apps Script there are a number of ways to separate API keys from the code, but this is typically not enough as far as security professionals are concerned. Separation from code, they argue, still makes it possible for developers to discover the keys. But even this accessibility can be eliminated by moving your API calls into a library and enforcing a basic principle - … only the methods in the library should be able to call methods that can access the keys which are stored in the script project properties. This is achieved with a

Hi there, TL;DR: Looking for people willing to share their bases with me. I’m Don: I work in marketing at Airtable. And I’m looking for a few volunteers (6-8) who’d be willing to share their bases with me. Specifically, I’m looking for anyone who educated themselves on Airtable and anyone who’s particularly proud of their base (this is your chance to show off a bit). If you’ve published a base to Airtable Universe feel free to share a link to your base there as well! These bases will only be shared with other Airtable employees and won’t be shared with any third or external parties. I’ll share them internally with other marketers to help define what makes a good base (and how we can better educate our customers on building great bases). Let me know if you have any questions!

Hey everyone, We have just launched membership functionality on Softr.io - the no-code platform to turn your Airtable bases into powerful web-apps. And now you can build anything from client portals, paid courses, membership communities, gated content/directories etc. using pre-built signin/signup functionality and assigning visibility conditions to your pages. Check out the video below to see how it’s done - https://bit.ly/3s7Z7b3 More details here - http://bit.ly/2K1qRN8 Would love to hear your feedback if you find it useful! :blush:

Dear Airtable community, Jake & Max here from Paylist :moneybag: :scroll: We are creating a new way for you to monetize Airtable databases. You will be able to charge a one-time access fee, a recurring subscription, or based on usage. Monetization of Airtable databases will open up an entirely new range of revenue-generating opportunities for people who curate great content online (or just curators as we call them). Use cases for database monetization include: Curation of art and collectibles Job boards and people to hire Curated lists of recipes or blogs Aggregated educational resources about a specific topic Geographical data about specific topics Music playlists Upcoming conferences, concerts and other events Lists of influencers / or people profiles in specific sectors This is not an exhaustive list, and we are excited to see what other use cases

Getting the current date/time takes a bit of work Airtable NOW() and TODAY() will return values in Greenwich Mean Time (GMT). You will want, instead, to get your local time zone values, or your times will be off and for part of the day your dates will be off as well. One way to do this is create a Formula field that applies your local time zone to the current time along with the format you prefer. You can then reference it from any other formulas. {Right Now}= DATETIME_FORMAT(SET_TIMEZONE(NOW(), ‘America/Indiana/Indianapolis’), ‘M/D/YYYY hh:mm a’) The Airtable field reference page refers to additional articles on the details of this, here’s a helpful one: (https://Formulas and date fields) Just be sure, no matter how you use them, to wrap NOW() and TODAY() with code. Testing Time Formulas How do you create test cases for a base where the right answe

Calendar Server This Base leverages Airtable’s Sync feature to provide a full rich calendar of recurring events to whichever base you need them in. Because you can sync the events you don’t need to do any coding; all of the complex date logic and arithmetic can stay in the Calendar Server base, the synced table holds all the important date information. Because it needs to be reusable and because it uses a LOT of date formulas this base has it’s own embedded test system (turned off by default in the the released base). The test system provides a way to assert the results of recurring events to ensure the base logic is working as expected. This test system discovered dozens of coding errors in the V1 product. No software is bug free, but the quality of this version of the base is much better than the original. This base is being

Hi everyone, :pray: First of all, wishing you a happy, healthy, and productive 2021 - hope everyone had a good rest over the holidays. I’d also like to give a massive thank you to the Airtable community for supporting our journey and using Codemap.io to find no-code & automation projects and hire experts - the response and positive/constructive feedback we’ve been receiving over the past 3 months are nothing short of amazing, and we are truly thankful for that and for our vision resonating with you. :nerd_face: If you still haven’t, feel free to join us and sign up to get matched and hired for the right no-code & automation projects - we will keep operating on the basis of our “no bidding” and “no commission” concept for both experts & agencies. :moneybag: With a total of $600.000+ in project value since launching Oct 2020, we are really content with the demand side so far. Over the co

Finta is an upcoming application that allows you to automatically import your bank account balances and transactions to Airtable. If you want to be notified as soon as it launches (or if you would like to sign up for early access), you can join the waiting list here -> Finta | Product Hunt

Hi All, Just wanted to share a formula I created to convert latitude and longitude into Google Maps Plus Codes. If you are not familiar with Plus Codes, check out this documentation. The benefits to the plus code are: Every location on earth can have a mailing address The encoding of 10 characters plus “+” character is much more efficient in terms of number of bytes than latitude and longitude, which to represent the same level of specificity would need to consist of two floating point decimal numbers of 10 or even more decimal places specificity, requiring more than double the number of bytes, and a tuple type representation instead of a simple string primitive. Plus codes can be used in filenames easily because they don’t use reserved characters. Plus codes are compressible—eac

Hello Now you can create your own help center pages with same UI of Intercom using Airtable. Demo https://sites.hyperlyst.com/public/p01FhT1RGeepopO02nEyOjWmjTJ3/project/intercom/ Airtable Base https://airtable.com/shrCmTj7ma1whzk8h You can try it here https://app.hyperlyst.com/ Hope you like it.

Hello, I would like to know if there is any kind of template for scripts (not code) for my customer service rep to do outbound calling? She is calling customers right not to remind them of a bonus included with their purchase and I’d like to add the scripts so she knows what to say, as well as a follow up email and text. And then she can check off when she’s completed each task. I am hoping for some ideas.

Hello everyone, I just launched a new web application that lets you create a website or web app using an Airtable base without writing any code. Here is an article I published in linkedIn: Airvues: build web apps using Airtable databases without writing a line of code! If you’ll like to try it, you can sign up for a free account at Airvues If you have any questions about this new tool, please feel free to ask in the comments. Looking forward to some of your feedback!

Hello friends,I’m pleased to announce my beginner-level Airtable training course, “Learning Airtable”! 🥳It is available on LinkedIn Learning here:Learning AirtableLearn the basics of Airtable, a spreadsheet-database platform, including how to create tables, use different types of fields, leverage views, work with records, link tables, and more.For tracking data and creating custom business apps, Airtable, a spreadsheet-database hybrid platform, can be a powerful tool. Airtable expert Scott Rose starts this beginner course with the basics, presenting how to create a table and how fields work—including text and number fields, date/time fields, value list fields, attachment fields, and formula fields. Scott demonstrates how to work with records, including how to import external records; how to create, edit, and delete records; how t

Do you want to manually run a script on a record, but without opening a script app by clicking a button? True, a checkbox can act as an automation trigger, but if you have several automations that you want to manually trigger this way, you’ll end up cluttering your table with checkbox fields. This method lets you manually trigger one of several automations with a single field. I’ve done this in a couple of different use cases, and it works fairly cleanly. Make a single-select field named something like {Action} Add a choice in this single-select for the action you want to perform; e.g. “Generate Invoice” Make a new automation using the “When record matches conditions” trigger, setting the condition to be: When "Action" is "Generate Invoice" Add a script action that does what you want, passing the record ID and anything else you need from the triggering record Finish the automation with an “Update record” ac

Introduction I’ve analysed and made the below “State of the Art” regarding the “Backup & Restoration” topic. This analysis has been done on December 8, 2020. I’ve also defined what are the “key points” that matters to me, for a reliable Backup & Restoration system. (You might have a different opinion/priorities) I’ve summarized my findings through an Executive Summary below, and then analysed all tools I could find that might help regarding either “Backup” or “Restoration”, and summarized their limitations. Also, I created a poll below regarding what you need/expect from such a tool. :bar_chart: Context I realized such analysis for my company’s interests first (Unly), but thought it could be useful to the Airtable community. We might release our internal CLI “Restore backup” tool as open-source tool, bec

Hi everyone! I’m back with an update on our progress on Pory.io :grinning_face_with_smiling_eyes: We’ve been continuously improving our product over the last month and really excited to announce some new features: We now support existing Airtables! You can map your fields to our template to generate websites even faster. You can add different content blocks with embeddable Airtable forms You can add integrations like live chat and analytics to your site Keen to hear your thoughts :pray:

Script developers are quick to reach for the Switch() directive in javascript. This is considered better than IF() statements for many reasons, but this is not specific to Airtable scripting; Switch() is used in all flavours of javascript and it’s a bit faster than evaluating IF() statements. But just as Switch() is a better alternative to IF(), JSON may be a better alternative to Switch(). Consider the requirements of my Benford’s example. Traverse every record to capture the first digit in the values of a target numeric field. Count the instances where the first digit is 1 through 9. This is a simple aggregation and one might perform the classification

Airtable, known for its low/no-code marketing posture is experiencing rapid growth and adoption by users who need to create code and by many who want to learn how to code to take full advantage of the platform. The irony does not escape me. About two years ago I predicted Airtable would soon enable users to create javascript code; seven months later, they did. I called it, but this was an easy prediction - it had to happen. A few weeks after Script Blocks was released, I made a similar prediction concerning code generators. I guessed aloud how long it would be before we might see some smart systems able to create complex scripts that perform some pretty useful automation and tasks. Mark that one off - today I got a preview from Dan @openside and I’m excited that he made this a reality. Watch for announcements on this s