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Forum Posts

Inquiry About Cross-Account Automation Capability

Hi Team,I've one particular requirement that if  I can replicate records from one base to another, especially when these bases are located in different accounts.  I'm aware of Airtable's robust automation features and wonder if there's a solution or ...

RSk by 6 - Interface Innovator
  • 177 Views
  • 8 replies
  • 0 kudos

Automation to Link Multiple Records in 1 field

Hello,I have an automation that updates the Invoice Table paid column with a checkmark when we receive a Payment in the Payments Table with a matching invoice number. We now have noticed that clients may pay the invoice twice. To document this, I wan...

tahsinh by 4 - Data Explorer
  • 115 Views
  • 4 replies
  • 0 kudos

Resolved! Calculate a date for an automated task

Hi,I'm trying to set up an automation that generates tasks with due dates. For example, when I create a project with an overall due date in a "projects" table, I plan to create a record in the "tasks" table with individual tasks and due dates calcula...

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Sarah_Krutz by 5 - Automation Enthusiast
Solved
  • 610 Views
  • 4 replies
  • 4 kudos

Personal Access Token to send data to Make

Hello.  I'm not a developer but I managed to create a button that when clicked sent a webhook to Make to run a scenario.That process has now broken because of the whole API thing (which I don't understand).  Can anyone tell me how I make the button s...

Daisy_Drury by 5 - Automation Enthusiast
  • 120 Views
  • 2 replies
  • 0 kudos

Print attachment (QR code) for a single record

I have built an inventory management system, where each item is a record in a table. I was able to add an extension that creates a QR code for each record and saves it as an attachment in PNG format.  The intention is to print that QR code on a label...

Scanning multiple tables for duplicate records

I have five tables, each with a list of contacts. I want to identify the contacts who appear on more than one table.  One setup is: When a contact appears in two or more tables, I want to add this contact to a new "cross-check" table. The new table w...

lcheung925 by 4 - Data Explorer
  • 174 Views
  • 1 replies
  • 0 kudos

Automating new row creation in a user submission form

Hi there,I have a registration form. A single respondent will enter the the following data: name_1, email_1, an ID code, name_2, email_2, name_3, email_3.Instead of this being stored as a single row. I need this to be stored as multiple rows.row 1: n...

JN-AAAS by 4 - Data Explorer
  • 206 Views
  • 1 replies
  • 0 kudos

Compiling two sources of deadlines into one sheet?

I am working on two tables of independent data: Tables A and B. The common denominator for each table is that they have a date value that I and other team members need to track.I've been able to create an automation where every time a new value on Ta...

DLWCW by 4 - Data Explorer
  • 285 Views
  • 3 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
  • 150 Views
  • 0 replies
  • 0 kudos

Duplicate records and link to new table

Hi there   Im have what is seems to me fairly complicated automation which I did not manage to complete, and would appreciate your suggestions.I have three tables, all linking to each other; Database, Price, and Partners.Database table can be linked ...

Creating records from the interface and linking

Hi all!Maybe someone has solved a similar problem.I'm making a kind of task tracker, but I can't solve the following problem. I want to do the following in the task picker interface:1. You can select a record from the database (already done)2. For th...

flavich by 4 - Data Explorer
  • 300 Views
  • 1 replies
  • 0 kudos

Create new records from range of start date and end date

I am trying to set up an employee scheduling table. The table has links to my events table and to my employee table. The events have a "Start date" and "end date". Is there a way to create new records in the scheduling table pulled from events in the...

Updates not populating in new views

Hi all.I've created an airtable that is populating customer subscription changes via a Zapier integration with our revenue tool, Chargebee.The changes occur in the "Subscription Status" column in the airtable base:This is working, however when I try ...

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