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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
  • 208 Views
  • 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
  • 457 Views
  • 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
Solved
  • 1025 Views
  • 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
  • 372 Views
  • 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
Solved
  • 1118 Views
  • 7 replies
  • 2 kudos

Assistance with Dynamically Creating Fields in Airtable Form

We are currently using Airtable with WATI. We aim to streamline data collection, particularly about crop information and pricing. However, we are facing a specific challenge that we hope the community can help us address.We are creating an Airtable f...

RSk by 6 - Interface Innovator
  • 739 Views
  • 1 replies
  • 0 kudos

Snag with Simple Sorting

Before I say anything else, Airtable is excellent.  Super awesome product.  That said, this problem is really holding us up.I see I am not the first person to ask this question, but I am surprised that it's not resolved, and that such a basic feature...

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SimPub by 4 - Data Explorer
  • 606 Views
  • 2 replies
  • 3 kudos

Resolved! Make scenario is successful but not pulling any data through

Hi, I have a Make scenario setup, but it is not pulling through any data to Airtable. The Make scenario is attached and is very simple; it Watches for items in Podio and then Creates Records in Airtable. I have set up the link between accounts a few ...

Dhiresh by 6 - Interface Innovator
Solved
  • 6862 Views
  • 9 replies
  • 2 kudos

Resolved! Summary Email with Attachments.

Hello, everyone,I'm trying to create a email off of the scheduled time trigger that gives the recipients a list of the current records in a view (aka for review). The records in the view have critical documents that I need in the email, but I am runn...

SUNYEdinger by 4 - Data Explorer
Solved
  • 1561 Views
  • 2 replies
  • 1 kudos