Find records with similar text field data
When record text field is not empty, find records with similar text fields and link records? Is this possible? The similarity could be a partial match.
Forum Posts
Recurrence
I am very new to airtable and just learning. I am building a base for a company that delivers pet food (B2C). and each record in the base is a client with some specific info like (the date of the first scheduled delivery, the day of the week that del...
Bi directional synced table
Hi everyone,The context is as follows:We give trainings (among others) to many people. I would like to know who attended which trainings, get feedback on participation, etc....Each training is managed independently by a different team, with different...
How to Update Records without deleting already existing records
My team has created an Airtable base that can keep track of everyone participating in our diversity program, and we’ve set it up to allow people to update their participation records using forms as they attend trainings for credit. Is there a way to ...
Linking parent and child tasks within the same table (using automations)
Hi, I have a table with tasks and would like to also manage subtasks in the same table. Currently, I have a linked field called "child". Using this field, I link to other tasks within the same table. So, a parent task record might show multiple linke...
Resolved! Send automated e-mail to a group of people meeting criterias
Hello everyone I work for a school and some workshops are made in groups of students.For instance, I need the 6 people from the Thursday, 11am slot to receive the same e-mail, visible e-mails in the "To:" field, and to Cc their trainer.Is there a way...
create automation to auto update workback schedule
Hello! I have an event workback schedule set up with a formula column to auto-generate a due date based on what date I specify in my date column (see ex. formula below). However, I would like to have the formula column auto-generate a list of due dat...
Resolved! Linking to external database
Hi there,I am building a use case for airtable for my company, and this involves linking data collected via an airtable form to membership data which is held externally to airtable. I need to match the records from the form entries to those in the me...
Find value removed from Array
Hi all,I'm building an advertising database for a publishing/newspaper company. I have an automation that whenever an ad order is placed in one table A, takes Record Name X (Ad order number) and Values Y (Issue #s) and makes a record in table B for e...
Automations - creating data lines
Are you able to have a check box in one base that will trigger the creation of a line of data in another base? I have two bases where I want to combine some of the data into third base, but because the primary fields are not the same I cannot simply ...
UXR Base Automation Help
Hi everyone! I'm designing a UXR base and would love advice on how to design an automation that allows me to connect two tables and two bases together. My current base design consists of the following:Table 1: Intake and PlanningPrimary field: study ...
Tracking Item Movement with QR Codes/Barcodes and Airtable Automation
How can I setup airtable using QR codes or barcodes generated through a QR / barcode generator with Airtable to track the movement of items between different areas in the same store?This is mostly to prevent manually updating the location of the scan...
Creating multiple new tasks based on template not linking to other projects
I have been using the "Create records for multiple templates" script because I could not get it to work via an automation. I am currently getting more interface focused and the base button I had running the script does not work in the Interface. I am...
Survey responses -> scores -> conditional feedback -> emails -> email reminders
Hello Airtable Rockstars,I need some help with setting up my education business on airtable. The challenges we are facing are mentioned below (only in steps 3,4 and 5). Can someone help?Steps we need to follow are as follows:Collect survey responses:...
Automation for multiple records
Hi AT Community,Newbie here.Just getting started on creating a db for Contacts (one table) and linking those contacts to their Certification records via a unique identifier. The certifications each need their own tables which need (we think) separat...
Notify collaborator on status change
I am confused on Airtable notifications. What I want:Setup custom automation so that when certain status' change, then a notification can be sent to user(s). The notification should come through in AirTable notifications first and foremost, and emai...
Resolved! default value date field
I know this has been raised before as a feature request but is there a way to add a default value to a date field through automations or some other mechanism other than pleading airtable to implement or a third party add-on? Thanks in advance
Creating an automation that adds to Table C when I link a record in Table A to Table B
I need to create an automation that works between three tables.Whenever a record from table B is linked to a record in table A, I need to create a record in table C that references those two records. If I link multiple records in at the same time, I ...
Resolved! Update Linked Field After Form is Submitted on Another Table
This is basically a leave tracker. Table 1: Employee DetailsThis table contains the start date of the employee and a column that computes the available leave credits they have accumulated.Column LEAVES is linked to Table 2 and should look up the dura...
Automation "send Email" to specific records
HiI have a problem I cannot solve. There are three tables.Table 1: Roles in a teamTable 2: Team members, who can have different roles (more than one per member)Table 3: Team projects where different roles are needed (multiple roles per project)Table ...
