Jan 18, 2023 04:55 PM
Hi All,
I currently work off Airtable's grid view, using it as a collaborative content planner/scheduler. Throughout this year, this will get extremely clustered and lengthy. At the moment, we have a status column of
- Briefed in, In progress, Scheduled and Complete
At the moment, I can filter to show if 'Completed' is not selected, but I don't see this being a viable long term option. Is there a formula where once 'Completed' is marked, the row is immediately hidden & potentially moved to another page/tab where it can be easily accessible without having to turn on/off a filter?
I have heard of a few formulas/features being thrown around in my search for an answer but being fairly new to Airtable, it's still quite confusing! Thanks in advance for any help - Eryn.
Jan 18, 2023 07:53 PM
You just need to create a two views: one that is all incomplete tasks and one that is complete tasks. There's no need to toggle back and forth. Watch the first two videos here: https://support.airtable.com/docs/get-free-airtable-training-today. They give a good introduction to understanding how to work with Airtable. Understanding views is crucial to getting the power out of Airtable.
Jan 18, 2023 08:12 PM
Hm, yeah you could use an automation to duplicate that record into another table.
I think the only way to delete records in an automated fashion is via a script, which requires a Pro plan. If you're already on a Pro plan, it's just a matter of adding a "Run a script" action to the previously mentioned automation and you're good to go