By default, Airtable is a relational database software. That's an important place to start, given that this post will be going into detail on Airtable Forms. Let's temper our excitement from the start - Airtable's purpose was never to create the most robust "form software" for the modern...
Confession time...
For several months, our development team has been developing in a system other than Airtable **gasp**!
This might come as a shock, since we've built a name for our firm as Airtable Experts. But, as is true with all software - sometimes you need additional functionality. As I...
Last week, I showed the power of using Conditional Form Logic - the end result is a form that adjusts as it is answered. Different questions become available based on inputs as they are received. As you might imagine, building automation for this type of form is more advanced, giving us the...
There are two common ways to get data into a database. You can either:
- Import a dataset in bulk
- Bring in data one with each new record submitted
For the most part, I recommend the first option, bulk imports, only when first setting up a database. Ideally, once the base is...
A lot of people have asked me how I learned to write Airtable formulas. I wish there was a silver bullet solution, but the truth is that formulas are one of the more complicated parts of any software. However, that's no reason for despair. In this vlog I put together three tips for...
As you transition to Airtable, there's a great chance that you'll need to first import data from your previous or current system. In many cases, this can sound quite cumbersome, but Airtable has actually created a simple process by which to do this.
One thing that should be added to this is the...
Gantt Charts are a commonly used tool in project management, so it’s no surprise that Airtable recently added these as an option as a Block. (Blocks are one of those ‘pro’ subscription features and they allow you to visualize your data in customizable ways.)
As is true with...
When building automation to support your Airtable databases, you’ll likely encounter the need to FIND A RECORD in Airtable. This is one of the action steps that Zapier makes available with the Airtable integration. Finding a record is commonly used in situations when you need to update a...
Most ‘out-of-the-box’ CRM solutions have the ability to take notes in relation to projects, opportunities, or clients. We can build this functionality in Airtable as well, but it’s an area where I see a lot of clients potentially ‘misusing’ the software. Does this...
Recently, one of our coaching clients asked about building a multi-step approval process inside of Airtable. While there are several ways that someone could go about building this, they all rely on the same two building blocks. In brief, you’ll want to include a table to track the ...
Project management is a massive undertaking – one that I couldn’t possibly do justice in a brief 15 minute YouTube video. That being said, there are definitely some factors that must be included with any kind of task tracking software. Often, I’ll speak to people...
I’ve been getting many requests on a deeper explanation of the Page Designer Block – so here it is!
The Page Designer Block is perfect for displaying the data in your base in a more visually appealing way. If you have reports that you need to see that summarize your underlying data,...
