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Forum Posts

Trigger a record template from Button with Date input

I've tried a few things, but fear it's just not possible ...I have a record template that takes a date input on the record, and creates child tasks in a wor-kback schedule from that date, but I can currently only apply it from the base, by right clic...

Coups by 7 - App Architect
  • 82 Views
  • 1 replies
  • 0 kudos

Page designer extension type option for Interface

We are using a Page designer extension in our base and now we are moving towards interface. In the page designer document we have designed in a way that all the columns in a record are set in a proper manner so at the end we can save a pdf.Now moving...

mshah72 by 6 - Interface Innovator
  • 180 Views
  • 1 replies
  • 1 kudos

Resolved! Interfaces and Automations

I am sure there is an easy way to do this but I am still fairly new to Airtable.I currently have a table that has six formula fields that give users information about their progress throughout the year based on criteria from other fields in the table...

lnbowman by 5 - Automation Enthusiast
Solved
  • 345 Views
  • 2 replies
  • 3 kudos

Automating Task-Project Link on Project Management Interface

Hi guys,For each of my clients, I create a project management interface where they can keep track of the project's progress. One of the pages on this interface is a list of tasks.As of now, I have to manually link each newly created task to the prope...

JBJ_0-1731581979974.png JBJ_1-1731582156149.png
JBJ by 7 - App Architect
  • 430 Views
  • 2 replies
  • 0 kudos

Resolved! Creating a record in a related table on insertion

I'm trying to make a small CRM. Two of the main datatypes are Contact and Company. Clients work for Companies. When I get a new lead, I enter the Contact's information. When I do that, I'd also like to be able to create a record for their company if ...

rjairtable by 5 - Automation Enthusiast
Solved
  • 921 Views
  • 7 replies
  • 4 kudos