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Forum Posts

Email to Case conversion for Client services

Hi, Wanted to check if airtable had automation enabled for email requests (sent by customers on a distribution list) received to be converted to a case/record for follow-up for client services?Need to check if the 'email to case' conversion capabilit...

Create Multiple linked records

Hello everyone!I'm new here, really could use some help. I would like to create multiple linked records in an easier or automatically way.I'm building a holiday calendar, the image below shows an example of what I seek. I need to fill in the city and...

melf by 4 - Data Explorer
  • 1 replies
  • 0 kudos

Finding Dates between Start/End

I have a tab within a table, the tab is called PTO. the PTO tab has two different views I am working between for this automation. The PTO tab as a whole is populated from forms that are submitted containing requests for time off from employees. This ...

bexxmill by 4 - Data Explorer
  • 1 replies
  • 0 kudos

View assigned history

Hello,I have a Database that includes a table of Users and a Table of inventory (Computers , Monitors, Docking stations and so on).All of our inventory is mapped by serial number.When I give the user a device I assign it to the Air table.I want to ha...

tombon101 by 5 - Automation Enthusiast
  • 2 replies
  • 0 kudos

Automate tasks to hit one person after another

Hi,Ive created a project management workflow where we have a project board that filters into a task board, and tasks are assigned to individuals who check a "complete" box when done. We have a dashboard for each individual where their tasks appear. B...

haileyfleury by 5 - Automation Enthusiast
  • 0 replies
  • 0 kudos

Record ID in Automations

Ideal Solution Goal: Every 4 hoursUpdate first record in "GolfNomadContent_StagingTable" where Status = NO, to Status = YESWhen Status changes to YES > Copies row to "GolfNomadContent_ProdTable" with YES Status--I understand the Automation tool only ...

Grouped View not Displaying as expected in Email

Hey everyoneHoping someone can point me in the right direction.I have a table where I created a custom view and grouped the records based on a "Service type" field. In the table view I get a few different groups with several records in each group. Th...

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mbrinkley by 5 - Automation Enthusiast
  • 0 replies
  • 1 kudos

Resolved! Sales Total

Hi! I think this is simple, but can't figure it out...I have a base where I have a “Sales“ tab, here I have the date, client, and price sold. This tab has all the sales for the entire month. I can make a new “Daily view“ and filter by date, so now I ...

ARiios by 5 - Automation Enthusiast
  • 7 replies
  • 5 kudos

Use a customer data record multiple times in the calendar view

Hey guys,I'm totally new to Airtable and just trying to find my way around. I am or was a private Notion user for a long time, but was looking for a DSGVO-safe alternative with end-to-end encryption for a simple database or customer overview. Current...

Vogtei by 4 - Data Explorer
  • 0 replies
  • 0 kudos

Resolved! "Update record" creates additional unwanted records

Hello everyone,Always with the ultimate goal of creating the perfect automated ToDo List,I have a script I was able to write that copies tasks from one table, pastes them into another table. The script copies the important information (task name, tas...

NicoB by 5 - Automation Enthusiast
  • 7 replies
  • 2 kudos