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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
  • 178 Views
  • 7 replies
  • 3 kudos

Fractions in Dashboard

Hi,I'm trying to display fractions and percents based on a cap/denominator of my choosing. Ex. x / 54.The goal is to help the team know at a glance/status report that we are either at cap or below and by how much exactly. The same need is also needed...

scwms by 4 - Data Explorer
  • 126 Views
  • 2 replies
  • 0 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...

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JBJ by 6 - Interface Innovator
  • 90 Views
  • 1 replies
  • 0 kudos

Resolved! Create duplicate records with interface form

We manage a vehicle fleet and to make it easy for non-technical staff to add vehicles, I have created simplified interface forms with just the necessary fields (and some optional ones). This is great for adding one at a time, however often we will be...

wilkie by 5 - Automation Enthusiast
Solved
  • 2840 Views
  • 12 replies
  • 2 kudos

Resolved! Displaying project-specific years in Airtable views

Hi! We've created a base with a tab for each project (e.g., Project 1, Project 2, etc.), and within each project, we need to view (in the interface) the payments made, sorted by year. To manage this, we've created a column for each year within the ba...

Cora74 by 5 - Automation Enthusiast
Solved
  • 177 Views
  • 4 replies
  • 2 kudos

How to Organize Interface Pages

Hi there,I built a custom CRM on Airtable for a client. But I end up with a lot of pages on the interface. So to organize them, my usual habit is to break up the initial single interface into standalone interfaces. One for each category. Like here:Bu...

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JBJ by 6 - Interface Innovator
  • 127 Views
  • 0 replies
  • 0 kudos

Embedding Interface on the web

Hi everyone – i saw some folks ask this questions but have not seen an answer as of Q2 2022. Is there a way to embed interfaces into another web app/ website? If not, is there a workaround like an elegante way to embed the whole airtable app into ano...