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I have an agency This is my first time using Airtable. And i want to ask can i build a crm for each client and give them access their crm only under my Airtable account??
I do free half hour calls where we'll discuss what your problem is and try to do as much as we can within that call!The goal of the call is really for you to see how we'd work together and whether we'd be a good fit, so please feel free to prepare an issue you're facing for us to work on together tooIf you're on the forums a lot chances are you've seen some of my replies as well, and here's a link to my Profile for you to see my, at the time of this writing, 5700++ posts. Hopefully they provide you with a bit of a sense of how I workTo schedule something, just click here to select a time that's convenient for you. I look forward to helping you solve your problems!
Hello, I am filtering out a view based on the value of a “single line text” field in which I search for a specific substring (E.G. “Backrow”) although I got presented also the records in which there is the same word but with different casing (“BackRow) and I don’t want that.Am I missing something or the filtering for “single line text” is actually case insensitive? If so, is there any workaround?Thanks in advanceFrancesco
Airtable comments are super valuable. They capture quick discussions, context, or decisions that you don’t always want to put directly into fields.But I’ve noticed that when people actually want to review comments, they usually have to open records one by one. That makes it hard to see everything in one place, analyze discussions, or keep a record without a lot of manual work.I know there’s an API that can pull this data, but I ended up creating a small tool for people who aren’t very technical and find APIs difficult to use.The tool lets you filter comments (by table, author, date, or keyword) and export them into something more usable like CSV or JSON.If this fits your use case, you can check it out here: https://viewsandbases.com/comment-exporter
I need to center the logo image of my client in the body of an email. How do I do that? (Don't worry - I'm not using an image in an attachment field. )This is what I currently have, but the image is not actually centered. Can anyone help?<div style="text-align: center;"><img width="400" src="https://static1.squarespace.com/static/myimageurl.jpg"></div>
I’m trying to build a comprehensive marketing ‘universe’ for a company i’m contracting for. I’ve designed a pretty slick content calendar system, but i am really need a way to interface with other stakeholders without giving them full access to airtable. (think PMs, Creative team for creative review etc.) I want to use portals but is cost prohibitive for me right now. Anyone have any work arounds? where I just want to show them a view without inviting them to the whole base as a contributor?
I have started building an app and I think I’m off to a good start but would like to talk/interview/hire a builder who can help me really bring it home. Again, this does not need to have a lot of bells and whistles, just need it to work the way I’m hoping it will.If you are interested, please email me darrin@thebecomingartscollective.comThank you, Darrin
I’ve built a custom scripting extension that I intend to launch from a record button, send that record’s ID to the extension, and execute my script. I configured the button to launch my extension, which it does, but I can’t seem to get it to register the ID of the record clicked. I’ve tried using both useRecordActionData and registerRecordActionDataCallback, the latter example can be found below:function CheckAvailability() { const [recordActionData, setRecordActionData] = useState(null); const callback = useCallback((data) => { console.log('Record action received', data); setRecordActionData(data); }, []) useEffect(() => { const unsubscribe = registerRecordActionDataCallback((data) => { console.log('Record action received:', data); if (data && data.recordId) { console.log(`Button pressed on record: ${data.recordId}`); // Process data here } else { console.error('No recordId found in actio
Hi all, I've been building an Airtable product called AirDiff over the last ~6 weeks and wanted to share with ya'll since it might be super useful for you. It's built by an Airtable power-user, for Airtable power-users! The tech stack is Next.JS, Typescript, and Tailwind CSS on the front-end, n8n on the back-end, and PostgreSQL on the database layer.I spent a lot of time on UX, design, and making it intuitive and useful so hopefully its reflected if/when using it. The product is like a mini version of Github and Datadog, but for Airtable. (version control, observability, monitoring, historical tracking, analytics). You basically add a script to any Airtable base, and it'll track all of your schema changes through time (table creation/deletions, field creations/deletions, changing the condition of a field, the text, the choices, table view changes, etc)Some of the things you can do:Generate a developer style Changelog of all of the schema changes over you did on a base over the last da
Hello, The article on “Airtable automation action: Send MS Teams message” has options mentioned in it that I don’t see on my airtable (we have enterprise), specifically the “Dynamically messaging channels and users” section. Are these upcoming changes? I would love to see these implemented, especially being able to tag people in teams messages or sending messages straight to users. Link to the article: https://support.airtable.com/v1/docs/send-ms-teams-message-actionLet me know. Thanks!
Airtable Community, I am looking for AI use cases for Project Management. We at Kalypso use Airtable primarily for Project Delivery. We manage health reports, Stakeholders, Assumptions, Schedule, RAID, Scope, Deliverables, Meetings, Etc. Most of the AI use cases I have seen demonstrated are more Marketing focused. I am looking at the AI Plays for “Operations” and some of those are helpful. I am hopeful others in this community have found or innovated for Project Management, or “Operations” use cases, to benefit from AI and are open to share. Regards,Jason Knighten
I’m having a hard time finding the correct links for the columns- airtable API key (which tells me I’m supposed to create a token for it which I did but not too sure on how to copy it and paste it on there) Airtable database app (not to sure where to find this located either.) My goal is to make it close to the template that it provides with the leaderboard. I‘ve created my own already with the AI source. Would like help!!
There has got to be an easy way to fill an Adobe PDF form with an Airtable record.It honestly sounds simple to me and I can’t find a solution (so I guess it’s not simple LOL). I should be able to map fields from airtable to the fields on the existing pdf form and press a button to put the airtable data on the pdf form. Done. I’ve been messing with this for days now looking for a simple solution. Fillout offers a complex solution and I’m struggling to overcome the learning curve. Fillout forms are max two columns and it just doesn’t look good to me. I like the way airtable forms look, the the functionality is limited. For example why doesn’t a button exist to “SUBMIT and email a formatted copy of the data”? Currently, our staff is using an airtble form to enter data into the table. Works fine. But thennnn, someone has to physically enter that data from the airtable table into an existing pdf form. Very time consuming and mistake prone. Cut and paste or retype 50 fields. We dea
I used the .CSV extension to upload a file into a base, but the data didn’t populate into the cells correctly. I’d like to restore the table to its original state without creating a completely new base from a snapshot.My idea is to make a snapshot, then copy and paste the earlier version of the table back into the base. The field types match, and I’ve already removed any groupings, sortings, or filters.Is there anything else I should watch out for before doing this? It seems like a quick fix, but I want to be sure I’m not overlooking something.
One of my team members is running into an issue where the default interface view is “edit mode”. Please advise.
Hi everyone,I've noticed that in Airtable forms or when entering data into a Linked Record field, there’s currently no native way to copy and paste multiple records at once, or to select multiple records in a single action—other than selecting them one by one.I was wondering if anyone has found a workaround, automation, or clever trick to make this process easier. Any suggestions would be greatly appreciated!Thanks in advance for your help.
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