Ramsey_Stonebur - profile

Ramsey_Stonebur · Sep 02, 2023

I have a table that pulls some fields in as lookups. I want to run an automation on record creation that copies the data from Field A to Field B. I have tried to follow a few guides but even though my automations run in the testing stage they seem ...

Call Log with user data overwriting? · Sep 02, 2023

I am aware there is no way to "overwrite" data but I'm trying to figure out how else I might accomplish what I need.I have a very basic 2-table base. Table 1 is "Call Log" and Table 2 is "Users". I want to set up a default set of fields (location, ...

Ramsey_Stonebur · Mar 20, 2021

I have a phone-log table with times of phone calls organized by date. Sometimes there are multiple calls to the same numbers for each date. I have a field that shows the length of the calls. Is it possible to TALLY or ADD the total duration of all...

Ramsey_Stonebur · Jan 03, 2020

Hello all, I am trying to create a “Bill Reminder” of sorts. I have fields for the bill Name, Amount, Frequency, and Date Due. I want to create a “Next Due” date field where I query if the bill is Monthly or Annually and then somehow create a formu...

Ramsey_Stonebur · Aug 22, 2019

I have a form for a Contacts table that collects specific data. I have another table for Leads that I need to pull this data into. I already have it linked and that works fine. The problem lies when the form is submitted. I would like a way to au...

Ramsey_Stonebur · Sep 04, 2023

This is what was happening. Because my main field is a function that sort of combines a few fields together (like name, date, etc), and it sort of builds off the linked record (name), when I was adding a new record, it would create the record and bef...

Ramsey_Stonebur · Feb 03, 2022

That did it! Took a minute, I had to set “Record ID” to the “Airtable record ID” first, but then followed your instructions for the linking process. Thank you so much this is pretty amazing!!

Ramsey_Stonebur · Feb 02, 2022

@Justin_Barrett Automate Link to another record In that conditional branch, update the original record to link to the record found from “Find records”. I just tested this process and it works well. I think this is the step I am stuck at. I ha...

Ramsey_Stonebur · Feb 02, 2022

Bumping this because now that Airtable has built-in automation, I am wondering if I can accomplish this without the need of an outside app. I just about have it figured out, except I am stuck on the action step - it’s triggered when my “contact info...

Ramsey_Stonebur · Aug 29, 2019

Thanks Justin. Yeah I figured as much. I do have Zapier and have used it somewhat to do some basic automated stuff. I tried making this work but couldn’t get the right trigger combo to get it to work. I would appreciate some step by step help! Th...

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Automation to copy a field?

Call Log with user data overwriting?

Calendar - Totalling durations?

Next Date in Formula?

Auto-match data across tables?

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