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Button for task management

Hello!I'm fairly new to Airtable, but I have found myself stuck on something and I'm unsure the best approach.  I have a base that is receiving data from submitted forms for security requests.  These requests are worked on by 3 different staff member...

sday1776 by 4 - Data Explorer
  • 108 Views
  • 6 replies
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@Mentions Table Automation

Hi, Is there a way for me to automate the following:1. a team member is @mentioned2. The @mention would automatically be placed into the "Mentions/Comments" TableThe reason I am trying to do this, is because I am trying to build an interface/dashboar...

Wendy1 by 4 - Data Explorer
  • 178 Views
  • 2 replies
  • 1 kudos

Running Total Script

I am trying to create a script so it will give me a running total for a base view on certain columns. For example. My brokerage I want to make a top 5 in different categories on our interfase. From what I am seeing I can not add columbs up so I creat...

shalablake by 5 - Automation Enthusiast
  • 264 Views
  • 2 replies
  • 0 kudos

Creating Round Robin assignments

Looking to add an automation to an interface that will assign a record to someone based on an order. I found an article explaining how to set up the automation, but am getting stuck! In your collaborators field, have the following fieldsa checkbox fi...

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Comparing Two Dates

Hi everyone! I'm trying to create an automation that tracks data from two columns. We have a "planned publish date" and an "actual publish date." I'd like to have a way to track how frequently records are published within a week or so of the planned ...

automated email subject field content

Hello,I would like to know how to add tokens to the message body for an automated email which are from a different table than the single table linked to the button in the trigger. Is this possible? I have 2 linked tables: POs and line items. I need t...

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Ella by 7 - App Architect
  • 292 Views
  • 0 replies
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Linked Record Automations

Hello, Airtable community!I'm looking for help with automation and linked records.I have an editable list record on an interface page that allows users to create a record in a specific tasks table, which has various linked records.I've managed to suc...

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Trouble displaying Custom Buttons in Interface

Hello Airtable communityI've been diligently working on a time-tracking solution in Airtable for a nonprofit organization. Inspired by a YouTube video from Dan Lehman, I aimed to craft a system where volunteers could easily log their hours during a p...

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UWTSAVITA by 4 - Data Explorer
  • 260 Views
  • 0 replies
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Track Last Edited By

I have an interface to track overtime opportunities for my team. There is a button to click if you'd like to express interest in working an event with an automation set up to:1) send an e-mail with your name and the event you're interested in to mana...

pantostada by 5 - Automation Enthusiast
  • 556 Views
  • 2 replies
  • 0 kudos

Resolved! Send interface elements

Hey community. I'm putting together a new CRM, and I'm wondering if it's possible to send chart elements (graphs) in a slack message or email on a regular weekly cadence. Any thoughts or insights appreciated!

ghushek by 4 - Data Explorer
Solved
  • 814 Views
  • 4 replies
  • 1 kudos

submitting a time card - interface automation

I'm having a hard time figuring this one out....I've created a dashboard interface for my engineers.  They're required to submit a daily time card that shows which jobs they worked on and for how many hours.  I've created a lovely list element in the...

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Aaron_Hess by 6 - Interface Innovator
  • 313 Views
  • 1 replies
  • 0 kudos

Send Email When Form Submitted

Hello, I'm trying to use airtable to email callers templated information about products. I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains...

dipladoc by 4 - Data Explorer
  • 724 Views
  • 2 replies
  • 3 kudos