![[S12-E06] Full Podcast Summary for 10-18-2022](https://builtonair.com/wp/../uploads/segment_image_1-79.png)
10/18/2022 – BuiltOnAir Live Podcast Full Show – S12-E06
Duration: 61 minutes
Be Sure to Subscribe to the podcast!
To get all the latest videos and demonstrations from the BuiltOnAir Podcast, subscribe and get notified on our Youtube channel here and our newsletter/community here.
FULL EPISODE VIDEO
Watch the full video of the show. See below for segment details.
The BuiltOnAir Podcast is Sponsored by On2Air – Integrations and App extensions to run your business operations in Airtable.
In This Episode
Welcome to the BuiltOnAir Podcast, the live show. The BuiltOnAir Podcast is a live weekly show highlighting everything happening in the Airtable world.
Check us out at BuiltOnAir.com. Join our community, join our Slack Channel, and meet your fellow Airtable fans.
Todays Hosts
Kamille Parks – I am an Airtable Community Forums Leader and the developer behind the custom Airtable app “Scheduler”, one of the winning projects in the Airtable Custom Blocks Contest now widely available on the Marketplace. I focus on building simple scripts, automations, and custom apps for Airtable that streamline data entry and everyday workflows.
Dan Fellars – I am the Founder of Openside, On2Air, and BuiltOnAir. I love automation and software. When not coding the next feature of On2Air, I love spending time with my wife and kids and golfing.
Show Segments
Round The Bases – 00:03:13 –
Following Articles Used in this Segment:
[Reddit] Airtable interface sharing with external peeps : Airtable
[Reddit] Change Log for Project Management : Airtable
A Case for Interface – 00:24:59 –
Explore Interfaces with “Legal Non Profit Database & More”.
Learn how the AirOps team uses Interfaces with its clients to accomplish Workflow Zen. .
An App a Day – –
Watch as we install, explore, and showcase the Docupilot App from the Airtable Marketplace. The app is described as “Create documents using customizable, intelligent templates and data from your base. Docupilot allows you to create your Contracts, Sales/Purchase Orders, Invoices, Employment Offer Letters, Real Estate Agreements, Marketing material and many more professional documents in PDF, Word, Powerpoint, Excel and other formats.
”.
A Case for Interface – 00:50:00 –
Explore Interfaces with “Latest Features of Interfaces”.
Kamille will highlight all the new feature releases for Interfaces.
Full Segment Details
Segment: Round The Bases
Start Time: 00:03:13
Roundup of what’s happening in the Airtable communities – Airtable, BuiltOnAir, Reddit, Facebook, YouTube, and Twitter.
Following Articles Used in this Segment:
[Reddit] Airtable interface sharing with external peeps : Airtable
[Reddit] Change Log for Project Management : Airtable
Segment: A Case for Interface
Start Time: 00:24:59
Legal Non Profit Database & More
Explore Interfaces with “Legal Non Profit Database & More”.
Learn how the AirOps team uses Interfaces with its clients to accomplish Workflow Zen. .
Segment: An App a Day
Start Time:
Airtable App Showcase – Docupilot – Create documents using customizable, intelligent templates and data from your base. Docupilot allows you to create your Contracts, Sales/Purchase Orders, Invoices, Employment Offer Letters, Real Estate Agreements, Marketing material and many more professional documents in PDF, Word, Powerpoint, Excel and other formats.
Watch as we install, explore, and showcase the Docupilot App from the Airtable Marketplace. The app is described as “Create documents using customizable, intelligent templates and data from your base. Docupilot allows you to create your Contracts, Sales/Purchase Orders, Invoices, Employment Offer Letters, Real Estate Agreements, Marketing material and many more professional documents in PDF, Word, Powerpoint, Excel and other formats.
”.
Segment: A Case for Interface
Start Time: 00:50:00
Latest Features of Interfaces
Explore Interfaces with “Latest Features of Interfaces”.
Kamille will highlight all the new feature releases for Interfaces.
Full Transcription
The full transcription for the show can be found here:
[00:01:41] All right, welcome back [00:01:43] to the BuiltOnAir podcast, season 12, [00:01:46] episode six. We were off last week [00:01:49] for some scheduling constraints, [00:01:52] but good to be back with you. [00:01:54] We've got a full house with us. [00:01:56] I'm going to remove our banner here [00:01:58] so you can see everyone. Myself [00:02:00] Dan Fellars and Kamille [00:02:02] regular host with us today. [00:02:04] And we have two guests with [00:02:05] us. Cherry and Matt [00:02:07] from Airops consulting. Welcome. [00:02:09] Thank you. Great to be here. [00:02:12] Good to have you with us. [00:02:15] Cherry, I know you've been [00:02:16] on before Matt, first time for you. [00:02:18] Welcome. [00:02:20] Thanks Dan [00:02:20] Good to be here. [00:02:21] All right. And we'll get to [00:02:23] know Cherry and Matt a little bit [00:02:25] later in the show, [00:02:26] but we always kick off, [00:02:28] I'll give you a rundown of what we're [00:02:29] gonna be talking about. [00:02:31] Some big updates from Airtable. [00:02:33] So we've got a lot to [00:02:34] talk about. [00:02:34] So we always start with our [00:02:36] Round the Bases of what's going on. [00:02:38] Keep you up to date in the Airtable world, [00:02:41] then a spotlight on On2Air primary [00:02:43] sponsor. [00:02:44] And then we'll learn from the [00:02:46] Air Ops team [00:02:47] about some interfaces that they've [00:02:49] built and [00:02:50] award winning interfaces as well. [00:02:53] And then we'll do a spotlight on Docupilot [00:02:56] a new app in the marketplace [00:02:59] and then a quick shout out to our [00:03:01] community at BuiltOnAir and then [00:03:03] Kamille will walk through [00:03:05] some of the latest [00:03:05] features released in interfaces. [00:03:09] So with that let's talk Round the Bases. [00:03:14] So I think we need to start off [00:03:16] with the big announcement last week. [00:03:19] Last Wednesday I believe. [00:03:22] Airtable has now trademarked [00:03:25] Airtable connected apps [00:03:27] platform and really laid the foundation [00:03:30] for what, you know the direction that [00:03:33] Airtable as a company is moving in. [00:03:36] I was pretty excited to watch this [00:03:39] if you haven't read either this form post [00:03:42] or they have a blog post on it [00:03:45] as well that breaks it down but pretty, [00:03:47] pretty cool stuff. [00:03:49] Anybody wanna give kind of [00:03:50] overview of what they announced? A [00:03:52] bunch of stuff. [00:03:54] Yeah, all the things [00:03:57] there were two way syncs in [00:04:02] I think this is an enterprise beta, [00:04:07] there's a publishable [00:04:10] what is that called? [00:04:13] Called it? [00:04:17] Data maps. That was really exciting. [00:04:21] We got a sneak preview of it [00:04:23] at the Airtable [00:04:24] leaders forum [00:04:25] of what that will look like. [00:04:27] So that was really cool. [00:04:29] It's essentially a map of [00:04:31] all of the different databases [00:04:33] and how they're going [00:04:34] to be connected [00:04:36] and you can look at the map itself [00:04:39] in different levels of detail. [00:04:41] So that was great to see [00:04:43] verified data is also interesting [00:04:46] because I think right [00:04:47] now it's essentially [00:04:51] rebranding synced bases [00:04:54] or synced tables I think. [00:05:00] Yeah, it's kind of a different use case [00:05:03] for the sync tables kind of keeping [00:05:05] them Yeah, my understanding was [00:05:07] you'd be able to create [00:05:09] this library of datasets [00:05:11] that could then be used [00:05:13] not as a sync table, but just other ways. [00:05:16] Yeah. [00:05:18] Yeah, this list right here. [00:05:20] This article breaks out [00:05:22] like what's available now [00:05:23] and what's coming. [00:05:24] So as far as like what's available now [00:05:28] they release the [00:05:29] granular permissions [00:05:30] which I assume Kamille [00:05:31] you might be highlighting in your [00:05:33] segment. So we'll learn about that. [00:05:36] Also a lot of redesigns that we'll get [00:05:39] into later in the show. [00:05:41] So a lot of big pushes [00:05:42] for interface designer. [00:05:44] I think it really highlights that [00:05:47] you know, [00:05:47] this is the future of how they view [00:05:49] how they think people will [00:05:51] interact with the Airtable data. [00:05:54] Really pushing heavy into [00:05:56] interface designer. [00:05:57] Yeah. And also setting some [00:05:59] restrictions on who [00:06:01] better restrictions [00:06:02] on who can have the data. [00:06:04] That's something that our clients [00:06:05] have been asking for forever. [00:06:08] Yeah we'll showcase that [00:06:09] the granular permissions [00:06:11] because now you can separate [00:06:12] and only give access to [00:06:15] a interface [00:06:16] and they won't be able to access the data [00:06:19] set, the grid data. [00:06:23] The new home screen that [00:06:26] is mostly live. [00:06:27] Does everybody have [00:06:29] the new home screen [00:06:29] or I think they're still [00:06:30] rolling it out. [00:06:32] I don't have it. You don't have it yet? [00:06:35] I don't have it either. [00:06:38] Okay. Maybe I guess it's still opt in [00:06:41] for enterprise and then we'll be rolling [00:06:44] out. I have seen it on [00:06:46] one of my accounts. Yeah. [00:06:48] But yeah it's it's rolling out [00:06:50] so that's kind of a new way [00:06:52] to organize all of [00:06:53] your bases and workspaces [00:06:58] interface insights. [00:07:01] So this is how interfaces are [00:07:04] being used so kind of similar to [00:07:06] how of your like automation insights [00:07:09] and things. So they're adding support for [00:07:12] that, [00:07:13] verify the data map [00:07:15] the two way sync. [00:07:17] So this is opt in or you have to request [00:07:20] it if you're an enterprise customer [00:07:22] and then it will be rolling out early next [00:07:25] year [00:07:26] and then this last one [00:07:28] is still kind of fuzzy apps by Airtable. [00:07:31] I know Kamille you had some questions [00:07:33] on that. And the question was answered. [00:07:35] So [00:07:38] in the long history of using terms [00:07:41] with Airtable what is now called [00:07:43] extensions was originally called blocks [00:07:46] and then it was renamed to apps. [00:07:48] Now it's called extensions [00:07:50] and that was renamed again [00:07:53] earlier this year and that [00:07:55] freed up the term app [00:07:58] for what it's now being used for, which is [00:08:02] a base, it's automations, [00:08:05] its extensions [00:08:06] and its interfaces so if it's all [00:08:09] looking at a base, it is part of the app. [00:08:13] Yeah, so it's basically a collection [00:08:16] of all of the components [00:08:19] within Airtable. [00:08:21] Yeah, that would be interesting. [00:08:23] I think it's still very early. [00:08:24] I don't I think they still need to [00:08:27] put some defining parameters [00:08:29] around it [00:08:30] but it will be interesting to see. [00:08:33] So this is why they hijacked [00:08:36] the app away from [00:08:38] the app marketplace [00:08:41] because they had [00:08:42] intentions of using it elsewhere. [00:08:45] But it's basically like prepackaged like [00:08:48] project management solution [00:08:51] or a ticket ticketing solution [00:08:54] things like that [00:08:56] is kind of the thinking [00:08:58] and it'll be kind of like [00:08:59] a template ties like best [00:09:01] practice starting point [00:09:03] that you can still go in. [00:09:05] So I don't think [00:09:06] I think it's still built within [00:09:08] like the interface and the [00:09:09] automation so you can go in [00:09:11] and make any changes. [00:09:12] It's like this is a starting [00:09:14] point for a predefined application. [00:09:18] To me it sounded more like very robust, [00:09:25] robust and interconnected templates [00:09:29] in their slides that they showed [00:09:32] at the leaders from, [00:09:33] they showed multiple apps [00:09:35] as part of an interconnected template. [00:09:38] So for a marketing team you might have a [00:09:40] app template for your design [00:09:43] part of the team, [00:09:44] you might have a template for [00:09:47] your social media part of the team. [00:09:49] And I think they're really trying to push [00:09:52] the interconnectivity [00:09:54] between teams or inside of teams. [00:09:58] Yeah, which is the next, [00:10:00] you know that vision [00:10:02] of this connected apps platform [00:10:05] that they're trademark. [00:10:06] It'll be interesting to see, [00:10:08] I'm really curious to see if [00:10:10] that term picks up if, you know, [00:10:12] Gardner does a report [00:10:14] of companies in this space. [00:10:17] If it does if it does become, [00:10:19] you know, like its own industry. [00:10:21] That would be a huge win for Airtable [00:10:25] because they'll kind of plant [00:10:27] themselves as the leader in that space. [00:10:33] Any overall thoughts on [00:10:35] strategy where Airtable's headed with this [00:10:37] information? [00:10:40] I think they're locking down [00:10:45] using Airtable in house for the team [00:10:50] based [00:10:52] ui creation. So [00:10:53] rather than using a third party [00:10:56] to create a portal that your [00:10:58] team internally looks at, [00:11:00] they're trying to button up [00:11:02] interfaces and making it [00:11:04] connected to the other parts [00:11:06] of Airtable so that you know [00:11:08] sales and marketing [00:11:10] and whatever can all stay [00:11:11] in Airtable. And then [00:11:13] it's still the case that if you [00:11:15] want something that is customer [00:11:17] or public facing [00:11:18] that is probably best suited [00:11:20] for [00:11:24] you know, a third party of some sort. [00:11:28] So it seems like they're directing pretty [00:11:31] clearly towards [00:11:33] half of the UI sort of market. [00:11:36] Yeah. Yeah, for sure. [00:11:39] So yeah, lots to come. [00:11:41] I like that they [00:11:42] are laying it out, we could get a [00:11:44] glimpse into [00:11:45] the direction they're moving in. [00:11:47] Some of these are far out [00:11:49] honestly based on what I saw [00:11:51] I think it's still very early [00:11:53] and like the apps [00:11:54] and the data map [00:11:56] and the verified data [00:11:58] like I would I bet it's mid to late [00:12:01] 2023 [00:12:02] before we those get rolled out so [00:12:04] I probably wouldn't [00:12:06] hold my breath on some of [00:12:07] these but at least it's good to see [00:12:09] that they're moving in this direction. [00:12:14] All right, let's move on. [00:12:16] So besides but yeah, [00:12:17] definitely worth going through [00:12:19] reading some of the comments, [00:12:21] lots of commentary [00:12:22] and feedback on there but [00:12:24] let's move on. [00:12:25] So a couple other things. [00:12:27] This is from the Reddit community. [00:12:28] I always like when people [00:12:31] put together kind of a demo or a tutorial [00:12:35] of real world case scenarios. [00:12:38] So here's one on change log for project [00:12:41] management, so basically [00:12:43] keeping a running history [00:12:45] of any changes that happen [00:12:46] within a project management solution. [00:12:49] So this is an air builder, [00:12:52] which he he puts together [00:12:54] I believe he works at [00:12:56] Airtable and and this might be [00:12:59] kind of more a side project. [00:13:01] He has a Youtube channel [00:13:03] and builds out some different use cases. [00:13:06] And so this is a good one. [00:13:07] We're checking out [00:13:09] check out his video links right [00:13:10] there in the Reddit community. [00:13:12] So if you are looking for a way [00:13:14] to keep track of [00:13:15] all of your logs, [00:13:18] that's a good tutorial. [00:13:21] All right, let's move on to Twitter. [00:13:24] This was one, this is a couple of weeks [00:13:27] ago. And I'm gonna be talking about [00:13:29] this in my segment, Docupilot [00:13:31] has been around for several years, [00:13:35] it's kind of a templated [00:13:37] document solution [00:13:39] and they just now released an app [00:13:43] into the marketplace or [00:13:45] an extension. Excuse me. [00:13:47] You know what's funny is [00:13:49] if you click on the link [00:13:51] that goes to theirs, [00:13:53] they actually call it a block [00:13:55] in their description, [00:13:57] which tells me that they [00:13:58] started building this many a long time ago [00:14:02] and they're just now releasing it [00:14:05] after a long wait, [00:14:06] I still refer to as the blocks A P I [00:14:10] Yeah, yeah, it is still referred so [00:14:14] So yeah, so we'll be talking about that [00:14:17] but there's actually several apps [00:14:20] that got released [00:14:21] so they there's like four or [00:14:23] five maybe new apps [00:14:25] or new extensions [00:14:27] in the mark in the extension marketplace. [00:14:30] So it Docupilot one of them. [00:14:33] So that's good that they are [00:14:35] putting out new extensions [00:14:39] and giving attention to the marketplace. [00:14:43] So we'll talk about that [00:14:45] one later in the show. [00:14:47] All right, here's one [00:14:48] I just came across on Twitter. [00:14:50] I don't know who these [00:14:51] people are but I am jealous. [00:14:54] I wanted to be invited [00:14:56] to this Airtable shindig [00:14:58] or whatever it was. [00:15:00] But learning Airtable at the poolside [00:15:03] at some beach resort [00:15:04] looking area. Sounds appealing to me. [00:15:08] Yeah, we'll have a consultant's retreat [00:15:12] at the poolside. Yeah we need to do that. [00:15:15] I need to get on that. [00:15:17] I proposed a BuiltOnAir retreat [00:15:19] and maybe someday that [00:15:20] will happen. [00:15:23] so I don't know who this was [00:15:26] but some are invite [00:15:27] the BuiltOnAir team next time. [00:15:31] Alright. One more from Twitter. [00:15:36] Every once in while we need to do [00:15:39] do a public service announcement [00:15:41] that attachment links are changing [00:15:44] November 8th. [00:15:45] That's quickly approaching. [00:15:47] That's like three weeks away. [00:15:49] There's stuff I need to do [00:15:51] on my end On2Air to [00:15:52] to make sure we're fully [00:15:54] compliant with this. But [00:15:57] anyways this is [00:15:58] somebody put together [00:16:00] a tutorial a Youtube channel, [00:16:03] youtube video of how you can [00:16:06] use Integromat or make [00:16:08] to you to generate links [00:16:11] that don't expire. [00:16:13] So if you are looking for a way [00:16:17] to use like public facing links [00:16:19] after this change with automation [00:16:21] so to summarize November 8th [00:16:24] right now any attachment [00:16:27] links are publicly [00:16:28] available if they have access to it [00:16:31] and there's no real security around them. [00:16:33] Now there's going to be a two hour [00:16:37] to hour expiration [00:16:38] on those U. R. L. S. [00:16:40] And so you'll have to like refresh to get [00:16:43] a new one. [00:16:43] This helps to automate that. [00:16:45] So if you are in need of some kind of [00:16:47] workaround to have public facing ones, [00:16:50] this video walks you through how to set [00:16:52] that up in make. [00:16:55] Cool [00:16:57] That is good. That's coming. [00:16:59] It'll be interesting to see [00:17:01] how many things break [00:17:02] on November 8th. [00:17:06] Alright. One more. [00:17:08] This is you likely have come across [00:17:10] Andy Wingrave very very [00:17:12] active on Twitter [00:17:14] and he's also in our community. [00:17:16] He posted similar on our [00:17:18] community. [00:17:19] I watched a little bit [00:17:21] of this so he did a twitch. [00:17:23] It was like two hours long. [00:17:25] I did not watch all of it. [00:17:26] But he basically built [00:17:28] a base live [00:17:29] and he's selling all of his games [00:17:32] so he has a bunch of like board [00:17:35] games [00:17:36] And apparently he's selling them [00:17:38] to travel around the world. [00:17:39] And I was amazed because [00:17:43] he had like 6000 board games [00:17:46] that he was selling [00:17:49] X of games. [00:17:50] Maybe it was maybe it was other games. [00:17:53] But I was blown away. [00:17:55] I was like wow he was showing [00:17:57] his base of all of his games. [00:17:59] It was crazy. [00:18:01] Yeah. You need a database for that. [00:18:05] Yeah. Yeah. Yeah. He needs to should [00:18:08] create a museum [00:18:10] for that many games. [00:18:12] Yeah. Well we'll see [00:18:14] we'll see if he sells [00:18:15] them but he set up [00:18:17] so if you want to see like a live, [00:18:19] you know how how a [00:18:20] consultant, somebody who knows Airtable [00:18:23] pretty well goes through the [00:18:24] process, how they set up [00:18:26] the base all the automations [00:18:28] has forms for like bidding [00:18:30] so you can put your best bid [00:18:33] into to buy his games, all of that. [00:18:37] He walks through it. [00:18:39] And so if you want to see [00:18:41] a live build in action, [00:18:42] watch the replay of his twitch stream [00:18:46] so shout out to Andy good luck traveling [00:18:49] the world. [00:18:50] Hopefully you won't miss your games. [00:18:53] Yeah that's a good idea. [00:18:55] Maybe I'll set up an Airtable [00:18:57] for wedding planning. [00:18:58] You gotta keep a couple [00:18:59] sure can't sell all. [00:19:01] Yeah we'll see because he's also [00:19:04] he wasn't mailing them to [00:19:06] people so you had to like [00:19:08] go pick him up [00:19:09] from him so that limits his radius of [00:19:12] buyers [00:19:14] traveling the world. So maybe he'll [00:19:18] with [00:19:20] around the world. Yeah you can do that. [00:19:25] Alright, last one. [00:19:27] This is from the facebook community. [00:19:31] Jeff Haskin shares a [00:19:33] base of Airtable formulas. [00:19:35] I thought I'd give a shout out [00:19:37] to him and I thought [00:19:38] this was kind of cool. [00:19:40] It would be cool to have like [00:19:41] a public repository of [00:19:42] common formulas [00:19:45] that people use. And so here's a handful, [00:19:49] looks like about 10 different ones. [00:19:54] And so this would be cool [00:19:56] if we had like a community [00:19:59] collection of formulas. [00:20:02] Yeah, Airtable has their own [00:20:04] version of this [00:20:06] where it's like defining each [00:20:08] formula function but it's not [00:20:10] combining several functions together, [00:20:13] which is what this is doing. [00:20:15] So creating like the progress [00:20:17] bar in various colors [00:20:18] and then the histogram one I've seen [00:20:22] in a couple of [00:20:25] places and [00:20:27] I don't know how people [00:20:29] originally figured it out. [00:20:32] But yeah there's a there's [00:20:34] a quite a few very complex [00:20:36] combinations [00:20:38] that I think a lot of people use and [00:20:41] this is a great idea to put it in the [00:20:46] surely because it sounds [00:20:48] exactly like something he would do. [00:20:51] I gotta imagine he was the first [00:20:54] to post histogram. How are they? [00:20:56] Oh is that a long text field? [00:20:59] I guess showing the formula [00:21:02] in a code format. [00:21:04] It must be. Yeah, [00:21:07] it's just it's well thought out as well [00:21:10] because it's um you know, [00:21:11] forMatted and it gives you the example [00:21:14] of what the field will look like after [00:21:16] you're done. [00:21:18] Yeah. [00:21:20] Yeah, so kind of cool. Maybe [00:21:24] yeah we could maybe [00:21:25] help out with this and add some more so [00:21:29] so yeah, check that out, [00:21:32] Jeff Haskin will put the link in the, [00:21:35] in the show notes, [00:21:37] so that's kind of, you know, [00:21:39] obviously the big announcement [00:21:42] and so that's kind of the [00:21:44] future of where Airtable [00:21:45] would be interesting to see. [00:21:47] They are doing a [00:21:49] Ask me anything on the 27th. [00:21:54] Yeah, a community discussion [00:21:57] community M and A [00:21:59] on the 27th at nine a.m. [00:22:01] Pacific. So well you'll get more [00:22:05] in depth demos and things of that nature I [00:22:09] imagine on that show, [00:22:11] so worth checking out. [00:22:14] Alright, that concludes our [00:22:15] Round the Bases [00:22:16] of what's going on in the Airtable [00:22:17] communities keep you up to date, [00:22:20] let's move on [00:22:21] On2Air's our primary sponsor. [00:22:23] It's an all in one toolkit [00:22:25] to run your business on Airtable [00:22:27] and it's a variety [00:22:28] of different apps [00:22:29] that do perform different business tasks. [00:22:31] If you're running [00:22:32] your business on Airtable, [00:22:34] you likely will need On2Air. [00:22:37] So we are continuing our discussion [00:22:39] of our big announcement. [00:22:40] We are now in a private beta [00:22:43] with a handful of [00:22:45] interested customers getting [00:22:47] feedback. It's great. [00:22:49] We're still squashing [00:22:51] quite a few bugs so we're not [00:22:53] quite ready to release it [00:22:55] to the general public [00:22:56] till we get it all cleaned up, [00:22:58] but just quickly showcasing [00:23:00] some of the things [00:23:02] that you can do in there. [00:23:03] So this is the designer, [00:23:05] this is what the form [00:23:07] would look like once you share [00:23:09] it and one of the field types [00:23:13] that you can [00:23:15] add is you can add custom field [00:23:19] and we have a formula field [00:23:22] and so this is a [00:23:23] formula field that [00:23:25] only runs within the form [00:23:27] but upon request [00:23:28] we decided that there are times [00:23:31] where the value of that [00:23:32] formula you might want to save back [00:23:35] to Airtable and so now with our formula [00:23:39] fields and any of our custom fields [00:23:41] including our text fields that can be [00:23:43] populated with Airtable fields. [00:23:46] You can now save them [00:23:48] back to Airtable when [00:23:50] the form is submitted [00:23:51] so you can generate a field, [00:23:54] a formula [00:23:55] and calculate something from the other [00:23:58] fields and then save that back [00:24:01] as a editable field inside of Airtable. [00:24:04] So like a summary field [00:24:05] or any kind of template field, [00:24:07] just select what field [00:24:08] you want to save it to [00:24:10] and then once the form gets [00:24:12] submitted that will get, [00:24:13] that will get saved into that field. [00:24:16] So that's just one small feature [00:24:19] that is in [00:24:19] the On2Air forms [00:24:21] and I'm excited to continue to [00:24:23] get feedback and hopefully in the coming [00:24:26] weeks this will be publicly available [00:24:30] for everybody to start using [00:24:32] Cherry and your team [00:24:34] are likely going to be [00:24:35] start to exploring this. [00:24:36] So excited to have you test that out, [00:24:39] I need to connect our testing base to the [00:24:42] form. [00:24:45] Alright as well with Jen [00:24:48] also is helping to test out. [00:24:51] So excited to have her [00:24:53] helping out as well. [00:24:55] So with that Cherry, [00:24:57] if you want to share your screen or [00:24:59] Matt one of you want to share your screen. [00:25:01] We're going to learn about your [00:25:02] interfaces that you [00:25:04] submitted to the competition. [00:25:07] Yeah, we have a couple [00:25:08] that will walk through today [00:25:10] so I'll walk through the [00:25:11] legal nonprofit one [00:25:13] and Matt will walk through [00:25:15] a construction use case [00:25:18] Yeah, if you want to share your screen [00:25:20] on the present button and Matt you can do [00:25:22] yours as well. [00:25:25] you can do it now [00:25:26] and I'll add it when it's time. [00:25:32] Great. [00:25:33] Alright, [00:25:34] so here we've got our [00:25:37] data in the data layer, [00:25:40] I think it's, we'll hop over to [00:25:43] interfaces in just a moment. [00:25:46] I wanted to explain [00:25:48] the story behind this use case. [00:25:51] We worked with a legal nonprofit [00:25:54] that helped with help [00:25:56] legal help victims of [00:25:58] human trafficking. [00:25:59] So either sex trafficking [00:26:01] or labor trafficking, [00:26:04] fight their legal battles [00:26:06] in court [00:26:06] mostly in the state of California. [00:26:08] So they started using Airtable [00:26:11] because lots of their data [00:26:13] was in spreadsheets [00:26:14] at the time. It was really hard to [00:26:17] report because for any kind of significant [00:26:20] grant funding Kamille, [00:26:22] I would imagine, you know, [00:26:24] working in the public sector, [00:26:26] there is a lot of grant reporting [00:26:28] that you have to report back [00:26:31] to your grantor [00:26:33] And in spreadsheets [00:26:34] they were having [00:26:35] a lot of trouble with that. [00:26:36] So what we have set up [00:26:38] is we move them over to Airtable [00:26:40] and when interfaces [00:26:41] got launched we were all really excited [00:26:44] because if you ever done any kind of [00:26:46] intake, [00:26:47] a normal intake might have [00:26:49] 10 20 30 questions. [00:26:51] A legal intake can have [00:26:53] 150 questions. [00:26:54] So initially when they started using [00:26:57] Airtable they were using [00:26:58] that expand record [00:27:00] button to be able to see all of this. [00:27:03] So the use case here is to be able to [00:27:06] add a new client using a form. [00:27:09] But once that client [00:27:11] is added it gets into a [00:27:13] particular status [00:27:15] and then you can do [00:27:16] your initial screening. [00:27:17] So in our use case [00:27:19] we had two stages of screening. [00:27:22] The first one is that initial stage. [00:27:25] So you're calling them [00:27:27] asking for maybe the [00:27:28] most basic information. [00:27:30] And this is pretty customizable, so [00:27:33] Can put on 10 fields, [00:27:35] something like that and the gender, race, [00:27:41] information every single grantor [00:27:43] cares about nowadays. [00:27:44] So it's really helpful [00:27:45] for reporting [00:27:47] And then the legal intake stage [00:27:49] is where this becomes [00:27:50] really helpful for the [00:27:52] client because once you get [00:27:54] to this stage [00:27:55] it shows up on a different section [00:27:58] of your interface. [00:28:00] Legal intakes can [00:28:02] once again be 150 questions. [00:28:04] So it's really helpful [00:28:07] to be able to see this on a form [00:28:10] that is not just one question at a time. [00:28:13] They can very easily see [00:28:15] what information they're missing or not. [00:28:16] And then once legal intake stage [00:28:20] is completed, [00:28:22] you can move them over on to the [00:28:25] cases. So there are a couple of buttons [00:28:28] and in the cases you can select the case [00:28:31] that you're using and [00:28:34] scroll down to see information [00:28:37] about the case. [00:28:38] Again, this is a very reduced set [00:28:40] of fields. But one of the things [00:28:43] that they have to track [00:28:46] is services provided as [00:28:47] part of a case. [00:28:49] So essentially these are case notes [00:28:51] or events that have happened [00:28:53] in the case and every single one [00:28:57] is tied to a service type. [00:29:00] So the service types and how, [00:29:03] what kind of services [00:29:04] you're offering is often [00:29:06] what your grantor will ask for [00:29:08] as well in that reporting period. [00:29:12] So we've also created a [00:29:14] simplified version of our reporting [00:29:17] for this client where you can see [00:29:20] some top level funnel [00:29:22] information at the top [00:29:23] on inquiries, who, [00:29:25] how many cases are [00:29:27] in the legal or screening, [00:29:30] intake stage [00:29:31] and then how many cases have been active [00:29:36] or are active at the moment. [00:29:38] So you can see [00:29:40] information based on status. [00:29:42] You can see information based on race [00:29:45] and [00:29:46] again, this is a reduced list. [00:29:49] But any kind of grant funding category for [00:29:53] example, if the government is giving you [00:29:56] a million dollars for a grant, [00:29:59] they would want to know how [00:30:00] you spent that money or [00:30:02] how you spent that time [00:30:04] for your employees. So let's say [00:30:07] if there were [00:30:09] different categories for [00:30:12] social justice related grants [00:30:16] or economic support grants [00:30:19] for a particular [00:30:20] case, then that's information [00:30:23] that can be reported on later on. [00:30:25] So it really helped [00:30:28] the organization at our client [00:30:33] Actually get a lot more funding [00:30:35] so over the last two years [00:30:37] because they were [00:30:37] able to tell their story [00:30:39] on the impact they've been making [00:30:41] and the number of [00:30:42] people they've served [00:30:43] and have trustworthy data [00:30:45] to back it up their legal [00:30:46] nonprofit grew from [00:30:48] two people or two people [00:30:50] with an administrator to 18 people. [00:30:53] So it's starts to an incredible [00:30:56] story about growth [00:30:58] and scalability with Airtable. [00:31:03] Awesome. [00:31:05] This is cool. It's pretty straightforward. [00:31:08] You got your dashboard, [00:31:09] you got your input. [00:31:11] I like how you have the drop down [00:31:13] so you can edit any record [00:31:15] or create a new one. [00:31:16] So you've got the full life cycle [00:31:18] all within the interface. [00:31:21] What were there any challenges [00:31:23] in building this that you had to [00:31:25] overcome? [00:31:27] I think the most challenging thing [00:31:30] for this client [00:31:31] was the grant reporting piece [00:31:33] and we still have little things [00:31:36] that we tweak every quarter. [00:31:39] So what makes it really [00:31:41] complicated in this case [00:31:43] and this isn't built into the [00:31:45] interface, but [00:31:47] every single year, [00:31:49] the grant reporting resets. [00:31:51] So in the first quarter, [00:31:53] everyone that came in, [00:31:55] your reporting, your reporting [00:31:56] on everyone that came in [00:31:58] that quarter, [00:31:59] new people existing people, [00:32:01] people who [00:32:02] you've been working with for two or three [00:32:04] years. [00:32:06] And then in Q2 [00:32:07] you have to count the net new people. [00:32:11] So that makes it a little [00:32:13] bit tricky because [00:32:15] you're counting net new people. [00:32:17] Net new cases, [00:32:18] net new services provided and [00:32:22] in some cases [00:32:23] you're counting [00:32:25] net new people. [00:32:26] In other cases you're counting [00:32:28] net new services. [00:32:29] So it's not as clear [00:32:32] as a regular quarterly reporting because [00:32:38] In Q2 you only care about [00:32:40] the services you provided [00:32:42] to people who are in [00:32:43] queue who had entered your funnel in Q2 [00:32:47] gotcha, [00:32:49] awesome. [00:32:51] Cool. Thank you. Cherry [00:32:53] Matt. You wanna share yours? [00:32:59] After Matt shares his, [00:33:01] I have a quick announcement to make. [00:33:08] There you go. [00:33:10] Alright so when we begin [00:33:12] to think about making [00:33:14] an interface the first and most [00:33:16] important question we ask ourselves [00:33:18] is who we're actually [00:33:20] making the interfaces [00:33:21] for and in this case [00:33:23] we have designed this template [00:33:27] as a usable workflow for a [00:33:30] medium construction company, [00:33:32] working in construction trades. [00:33:33] And these companies often [00:33:36] experience a very rapid growth [00:33:39] and with that growth [00:33:40] comes new challenges [00:33:42] with communication between [00:33:44] different departments, [00:33:45] managing new clients [00:33:47] and making sure that they're [00:33:49] providing accurate pricing [00:33:51] estimates to these new clients [00:33:53] and also managing [00:33:54] the actual boots on the ground [00:33:56] and the progress [00:33:57] of the actual construction. [00:34:00] So with this in mind [00:34:02] we've done we've focused our interface [00:34:05] on three groups [00:34:06] within a construction trades company. [00:34:08] So this would be client correspondence. [00:34:10] The people who are [00:34:11] actually interacting with the clients. [00:34:13] Then we have the [00:34:14] pricing or assessors [00:34:16] who are actually taking [00:34:18] in the intake data from the client [00:34:20] correspondence and [00:34:21] making accurate estimates. [00:34:23] And then finally we have people [00:34:25] who are managing [00:34:26] the actual physical projects. [00:34:27] So within the interface, [00:34:30] the way we've set it up is [00:34:32] each of these groups have [00:34:33] their own interface [00:34:35] but to encourage more communication [00:34:37] throughout each of the [00:34:39] departments, we set up this [00:34:41] general project overview [00:34:42] and we'd like to think of [00:34:44] this as a sort of table of contents [00:34:46] for each project that the construction [00:34:48] trades company might partake in. [00:34:52] So this is a detailed, [00:34:54] take a thumbnail sketch [00:34:56] of the entire project. [00:34:58] But the way we want this [00:35:00] interface to be used [00:35:02] is actually from the beginning [00:35:04] of a new client to the end [00:35:06] of the clients construction. [00:35:09] So in order to do that, [00:35:10] what we started off with [00:35:12] the workflow is a intake form [00:35:14] within the interface. [00:35:15] And here the client correspondence team [00:35:17] would be taking in [00:35:18] information about new clients. [00:35:20] They can choose whether [00:35:22] or not it's an actual [00:35:23] existing one in the database or not. [00:35:25] They can input contact [00:35:27] information for that [00:35:28] client. So the people they're talking to [00:35:30] from their client company, [00:35:32] and then the actual details [00:35:34] about the project information. [00:35:36] So this is all [00:35:37] information that's [00:35:38] being originally collected [00:35:40] and the use case here is to [00:35:41] actually get the project assessed, [00:35:44] making sure that [00:35:45] they're providing the client [00:35:46] with accurate [00:35:47] and most detailed information. [00:35:49] So once we actually submit this [00:35:51] form we move over [00:35:53] to the pricing and drafting section. [00:35:55] So they will be taking the inflows [00:35:58] from this form and actually doing the [00:36:00] assessment within this interface [00:36:03] and here you can see that you can select [00:36:05] different projects. [00:36:06] Here's some dummy projects [00:36:08] we added in just to give you a [00:36:09] sense of how this would be used. [00:36:12] But here you can actually [00:36:13] assess the estimation. [00:36:14] You can let the client correspondence team [00:36:17] know whether or not there's enough [00:36:19] information that they've actually [00:36:21] collected from that form. [00:36:22] They can actually assess the proposed [00:36:25] budget for that project. [00:36:26] Any documents that were sent within [00:36:29] that form can be viewed here. [00:36:30] As long as well as general information [00:36:33] about the actual project where it's [00:36:34] located [00:36:35] the type of project. [00:36:37] If the construction company [00:36:39] deals in multiple trades, [00:36:40] this would be especially useful. [00:36:42] And then you can also see linked records [00:36:46] to the company client and also the [00:36:48] primary content. [00:36:49] So this is all inflow from [00:36:51] the new project intake form going [00:36:53] into the estimate [00:36:54] and then the estimate is making [00:36:56] a more informed decision on [00:36:58] how much the project's gonna cost [00:37:00] what the project is going [00:37:01] to entail or even if [00:37:02] they need more information [00:37:04] to make a better assessment [00:37:05] from the client [00:37:06] correspondence team. [00:37:08] So going down here [00:37:09] we've used buttons [00:37:11] within the interfaces to act as a [00:37:13] communicator [00:37:14] between the different interfaces. [00:37:17] So you can think of these buttons [00:37:18] as once they're clicked [00:37:20] the paperwork or workflow [00:37:22] is passed on to the next [00:37:24] department. So [00:37:26] assuming that that the estimate team [00:37:29] or the pricing drafting team has actually [00:37:32] prepared the budget [00:37:33] and then has sent it [00:37:35] to the client correspondence. [00:37:37] This will be done by pressing this button [00:37:42] and then once it's sent over [00:37:45] to the client correspondence team [00:37:47] the person who [00:37:48] is working with that client directly [00:37:52] can actually upload a contract here and [00:37:55] actually send it off to the client [00:37:58] and mark it as sent using this button. [00:38:00] I'm not sure if we have any [00:38:03] actually uploaded yet. [00:38:05] The grid over here [00:38:06] would be actually represent the [00:38:08] different projects that were assessed [00:38:11] and that were sent back to the client [00:38:13] correspondence team [00:38:14] to get the project contract uploaded [00:38:18] and sent to them and [00:38:19] then once they received [00:38:21] the signed contract [00:38:22] again this button acts as a way of [00:38:24] moving the contract [00:38:26] back to the pricing and drafting team [00:38:29] so that they can actually prepare now for [00:38:32] the handoff [00:38:34] to the construction management. [00:38:36] So just before the project actually [00:38:39] starts physically [00:38:40] pricing and drafting steps [00:38:42] and just make sure that the last [00:38:44] sort of steps within this process [00:38:47] are filled out and properly [00:38:49] documented before [00:38:51] they actually send it to [00:38:52] the boots on the ground. [00:38:53] So going back to the [00:38:54] pricing and drafting [00:38:56] this is the section that would [00:38:59] be next in our workflow [00:39:00] and here they can look at [00:39:02] the contract, [00:39:03] they can based on this contract, [00:39:06] assign a start date and [00:39:08] completion date, [00:39:09] the estimated amount of labor hours [00:39:12] they need to actually [00:39:13] complete this project. Any construction [00:39:16] drawings which are very important [00:39:18] depending on the type [00:39:19] of construction trade [00:39:20] that would be using this interface [00:39:22] and of course the bill of materials, [00:39:24] which is important [00:39:25] in all aspects of construction. [00:39:27] Just making sure that all of [00:39:28] these different documents [00:39:30] are all in one place [00:39:32] and they're also accessible to [00:39:34] the entire team. [00:39:36] So once that they have this preparation [00:39:40] underway and complete, [00:39:42] they would click the button again [00:39:44] and now this would be sending the workflow [00:39:46] over to the construction management team [00:39:49] and we're prepared their interface here. [00:39:52] And once that button is clicked, [00:39:54] the project would show up [00:39:55] in the record selectors. [00:39:57] So it's all very controlled [00:39:58] where they see which [00:40:00] projects depending on [00:40:02] where the project is at in the [00:40:04] pipeline [00:40:05] here the construction management team [00:40:07] can look at all the information [00:40:09] that was collected throughout [00:40:11] the lifecycle of the project. [00:40:12] So we have the [00:40:13] address who to contact. [00:40:15] Then they have the people [00:40:17] who are actually working on [00:40:19] this project in the [00:40:21] other departments. [00:40:22] So we have client correspondence, pricing [00:40:24] and drafting. [00:40:24] And then they can actually [00:40:26] choose who the construction management [00:40:28] staff would be, [00:40:29] who are managing this specific project. [00:40:31] So they can also see [00:40:33] the project documentation. [00:40:34] So we have one source of truth [00:40:35] coming in here where [00:40:37] each of these departments [00:40:39] are engaging within universal [00:40:42] documentation so that [00:40:43] there's no, you know, [00:40:44] there's not three or four different [00:40:46] bill of materials. [00:40:48] It's all in one controlled place [00:40:50] within the database. [00:40:51] And then the construction manager [00:40:53] can also set the construction status. [00:40:55] So depending on where it's at, [00:40:57] they can give an update [00:40:58] on the percentage of [00:40:59] construction complete [00:41:01] and the other teams can see this [00:41:03] within the general project overview. [00:41:05] And then once they get a better sense [00:41:07] of what the costs are gonna be from this [00:41:10] project, they can start to report it. [00:41:13] And then we can see the difference in what [00:41:17] was actually [00:41:18] costed and what was estimated [00:41:21] to be the project cost. So we have better [00:41:24] reporting functionality because [00:41:26] the pricing and drafting team can set the [00:41:29] estimates and then whoever is [00:41:31] actually there on the site [00:41:33] can actually report [00:41:35] what it actually ended up costing. [00:41:37] So you can see how accurate your estimates [00:41:39] are within the pricing and drafting team [00:41:43] and the same applies for labor hours. [00:41:46] So when they were preparing the project [00:41:49] for send off to construction [00:41:50] management team, [00:41:51] you can see that the estimated labor hours [00:41:54] versus the actual labor hours can be [00:41:57] calculated. [00:41:57] And then you can see [00:41:59] the difference in labor hours [00:42:00] and if there's [00:42:01] some major differences, [00:42:02] you might want to take a [00:42:03] look at either your pricing [00:42:05] a drafting team [00:42:06] or make something happened on site. [00:42:09] Just a good indicator of [00:42:10] something not being right, [00:42:11] if there is a major difference, if not, [00:42:13] then you're doing a great job. [00:42:15] So at this point, [00:42:16] the construction project [00:42:18] would be finished through this [00:42:20] interface [00:42:21] and construction management team, [00:42:23] it's up to them to fill out the rest [00:42:25] of the remaining fields [00:42:27] within this interface. [00:42:29] And once each project is [00:42:31] finished, we also set up [00:42:33] a reporting interface for this whole team. [00:42:35] And here you can see how well [00:42:38] the client correspondence team [00:42:40] is doing based on [00:42:41] the value of [00:42:42] signed versus unsigned contracts. [00:42:44] So really we're looking at the [00:42:46] potential of contract values here [00:42:50] versus what they actually did [00:42:53] sign over and [00:42:54] the contract price [00:42:56] that they did actually acquire. [00:42:58] You can see the average price [00:43:00] of a contract [00:43:01] and then you can also see the [00:43:03] minimum and maximum [00:43:04] signed contract prices here. [00:43:06] And then [00:43:09] this is the number of signed [00:43:11] project contracts versus unsigned. [00:43:12] And then down here [00:43:14] we just have some other reporting figures. [00:43:18] So the number of projects [00:43:19] started in this year [00:43:20] and we added a filter. [00:43:21] So if you wanted to see [00:43:23] how many projects were started [00:43:26] in 2022 or even 2021 [00:43:27] these are dynamically filtered. [00:43:30] So it's just a good way [00:43:33] of keeping track of [00:43:34] where the construction [00:43:37] management team is going [00:43:40] within the database. [00:43:42] So really what we want [00:43:44] out of this interface [00:43:46] is to show these construction [00:43:49] trade companies [00:43:50] a way of communicating [00:43:53] and doing an entire workflow within one [00:43:56] interface space. [00:43:57] So really our intention here [00:43:59] was to have a single source of [00:44:01] truth but also having [00:44:03] clearly defined roles [00:44:05] within the interface and also [00:44:08] transparency between those roles. [00:44:11] You're blowing Rebecca's mind by the way [00:44:17] and Rebecca. That's awesome. [00:44:21] Very cool. Yeah, [00:44:23] we won for the good story. [00:44:26] Not the time and blood sweat [00:44:31] and tears that Matt put into the, [00:44:34] I was gonna say [00:44:35] I think I would have maybe [00:44:36] voted for this one. [00:44:37] Yeah, [00:44:39] yeah. Yeah. There's a lot to digest there. [00:44:42] That is awesome, that you can see the [00:44:45] entire workflow life cycle [00:44:47] all happening right here [00:44:49] in these interfaces. [00:44:52] Yeah, we're definitely excited [00:44:54] with the way interfaces are going [00:44:56] because I think [00:44:57] that [00:44:59] in the future more Airtable bases [00:45:02] will be using interfaces in this way [00:45:04] where you actually don't have [00:45:07] to interact with the database that much [00:45:09] especially if you're, you know, [00:45:12] your tasks are daily [00:45:14] and well defined. [00:45:16] If you have a good interface, [00:45:18] there's really no need to actually [00:45:19] work in the database. [00:45:21] You can actually just [00:45:21] set up a good interface [00:45:23] and do your entire workflow process within [00:45:27] awesome. Cherry, [00:45:28] What's the big announcement? [00:45:30] Yeah, we're building connected [00:45:32] apps as Airtable is trademarking the name. [00:45:36] Yeah. All right Cherry. [00:45:39] Yeah. One quick announcement is [00:45:43] that we are also launching [00:45:45] a course we've been [00:45:47] working with [00:45:49] Airtable for the last [00:45:51] I've been using Airtable [00:45:52] for the last five years that also have [00:45:55] worked with over [00:45:56] 100 clients through our consultancy. [00:45:59] So consolidating all that knowledge and [00:46:03] information and expertise [00:46:04] and putting it into a course [00:46:06] to help other Airtable [00:46:07] enthusiasts help their team [00:46:09] and help their organizations [00:46:11] avoid the pitfalls [00:46:12] but also just build a scalable database [00:46:15] that can grow with their team. [00:46:17] So [00:46:19] this is very, very early stages. [00:46:22] We have started quite a lot [00:46:24] of the filming but [00:46:25] if you're interested in staying up to date [00:46:28] on the launch of the course, [00:46:29] please fill in our little form here, [00:46:32] which I'll share with Dan after it's just [00:46:34] going to collect some information [00:46:36] on what kind of business [00:46:38] what they're hoping [00:46:39] to get out of it. [00:46:40] And in terms of what [00:46:42] we're going to cover, [00:46:43] we're going to really emphasis really [00:46:46] emphasize design, [00:46:48] implementation and support. So for [00:46:53] a huge part of what makes [00:46:55] our consultancy successful [00:46:56] is we take a lot of time up [00:46:58] front to help clients design [00:47:00] their base and understand their workflows, [00:47:02] for example, Matts construction project [00:47:06] you just showed or at [00:47:08] the legal nonprofit. [00:47:10] We always spend so much time [00:47:12] up front with the client to [00:47:15] help them understand [00:47:16] their workflow [00:47:18] so we can actually build something that is [00:47:20] really suitable to what they need. [00:47:22] And I'm going to be [00:47:24] also showing people how [00:47:25] to design their bases, [00:47:27] the implementation around [00:47:28] building a base, setting up [00:47:30] interfaces, automations and integration, [00:47:33] reporting. [00:47:34] It's a huge part [00:47:36] and talk about permissions [00:47:39] and sync tables. [00:47:40] So that's our big [00:47:43] project that we've been working on [00:47:46] for the last few months so you can see all [00:47:49] my raw content here [00:47:51] that has yet to be edited. [00:47:53] But it really has been the [00:47:55] culmination of years of work. [00:47:57] Lots of thought put into it, [00:47:59] multiple people on [00:48:00] the team, working on the scores [00:48:02] and we're just really excited to [00:48:05] help other Airtable enthusiasts [00:48:08] use Airtable better. [00:48:11] Nice. [00:48:11] Is there a link on your website too [00:48:14] or will it just be, we're setting up the [00:48:16] landing page as we speak, [00:48:19] so we're really getting [00:48:21] the very access early access [00:48:23] and [00:48:26] cool, alright, yeah, [00:48:27] share that link with me [00:48:28] and we'll include that with our [00:48:30] show notes. So that is awesome. [00:48:33] I've seen some of your other videos. [00:48:35] You do already have an existing Youtube [00:48:37] channel and have some great [00:48:38] content already out there. So this I like, [00:48:41] I assume will be more of the same, [00:48:43] great quality. I've always enjoyed making [00:48:46] more long form content. [00:48:48] So this is my avenue to do a [00:48:50] huge brain dump and I love [00:48:52] teaching as well, [00:48:53] awesome. [00:48:55] Thank you Cherry and Matt. [00:48:57] And if you want to work with the team [00:49:01] there, Airops consulting [00:49:03] what's the website [00:49:06] airopsconsulting.org [00:49:06] yeah, there you go. [00:49:08] So you can find Cherry [00:49:09] and Matt and the rest of the [00:49:11] team there. [00:49:12] They do great work obviously [00:49:14] of you as they just showcase. [00:49:15] So feel free to reach out to them directly [00:49:18] if you want to work with them, [00:49:20] let's move on, [00:49:21] we're gonna skip our App of the Day, [00:49:24] we'll revisit this one, [00:49:26] another day. I wanna make sure [00:49:28] we give Kamille time. [00:49:30] So just a quick shout out [00:49:31] if you haven't joined our community, [00:49:33] we would love to have you in there, [00:49:35] builtonair.com/join [00:49:37] will get you access [00:49:39] to our slack community of [00:49:40] thousands of Airtable fans [00:49:43] and users and asking [00:49:44] and helping each other out and [00:49:46] talking about everything going on. [00:49:48] So please join us at builtonair.com/join [00:49:52] with that. [00:49:53] We will finish up with more interfaces. [00:49:55] Can't get enough Kamille, [00:49:59] tell us what's new [00:50:01] a lot. So [00:50:04] I'm showing right now a [00:50:06] very simple sort of [00:50:08] interface I'm just gonna go [00:50:10] through and just point out stuff [00:50:12] that I've noticed [00:50:13] that is new and some stuff I [00:50:14] don't know if I've seen [00:50:16] announced anywhere. [00:50:18] For starters there's a new sort [00:50:20] of overall layout to editing an interface [00:50:25] or an interface page. [00:50:26] If you don't have anything [00:50:28] selected on the right hand side, [00:50:30] you'll see all of the pages [00:50:31] within a particular interface. Right now, [00:50:33] I only have one page. [00:50:35] So you saw in Cherry and Matt's example, [00:50:37] they had navigation up at the top [00:50:40] that allows you to go [00:50:41] through the individual [00:50:43] pages of an interface [00:50:44] because mine only has one page [00:50:47] right now there's no [00:50:48] navigation up at the top, [00:50:50] we have indicator icons [00:50:51] to let you know [00:50:52] that there is new changes that haven't [00:50:55] been published yet. [00:50:56] In addition, you can choose to [00:50:59] hide something from the [00:51:00] navigation bar. [00:51:02] Again, I only have one page, [00:51:03] so I don't have that. [00:51:04] You also can clear unpublished changes. [00:51:07] So if you're messing around and you [00:51:09] realize actually [00:51:10] don't like this new layout [00:51:11] I'm designing, you can clear it [00:51:13] way and then just stick with [00:51:15] what is currently published. [00:51:17] I don't think I've [00:51:17] seen that announced anywhere, [00:51:19] but that is very useful [00:51:21] because there have been [00:51:21] times where I've designed [00:51:23] an interface, published it, [00:51:25] then gone back and changed [00:51:26] a few things [00:51:27] and then didn't really like how I had a [00:51:31] adjusted things. [00:51:32] So I'm happy about that feature [00:51:35] and you also have keep as [00:51:36] draft, I don't really know [00:51:38] the implementation of that [00:51:40] but I believe that is also [00:51:42] new and I haven't seen anyone [00:51:44] announce it yet either. [00:51:46] So I'm just going to [00:51:47] create a new page [00:51:48] and start from scratch. [00:51:50] You'll notice this is opening up in a [00:51:51] model environment. I'm going to do, [00:51:57] I think I'm gonna do record summary [00:52:00] to have just a clean sort of page to get [00:52:02] started with a lot of this process [00:52:05] for creating a new page is similar or [00:52:09] the same as it was before. [00:52:12] Let's see, [00:52:14] continue going all that is fine. [00:52:18] This new page, [00:52:19] so we know what it is [00:52:21] finished and now you'll see, [00:52:23] I have the two [00:52:24] navigation pages up at the top, [00:52:27] something to keep in mind, [00:52:30] one of the biggest announcements [00:52:32] that was made last week with regarding [00:52:35] interfaces is now you can share [00:52:38] an interface without [00:52:40] sharing the base itself. [00:52:42] So before you could click over [00:52:44] here and then get right back [00:52:46] into the base [00:52:47] if you have that option enabled or if [00:52:50] you're a user that has been [00:52:51] shared to an interface but not the base, [00:52:54] you won't be able to do that. [00:52:56] It's important to note that [00:52:58] that is at the interface level [00:53:00] and not by the [00:53:00] page level. [00:53:02] So if you had a page for finance [00:53:04] and a page for marketing, [00:53:06] within the same interface, [00:53:08] they'd be able to click between the two, [00:53:11] you would have to create one [00:53:13] interface for marketing [00:53:15] and one interface for [00:53:16] finance so that they can't, [00:53:17] you know, navigate back and forth [00:53:19] between them [00:53:20] unless you expressly given them [00:53:23] access to both. [00:53:24] If you have access as a base [00:53:26] collaborator, [00:53:28] you can get to any interface page. So [00:53:31] be very careful and aware [00:53:34] of what you're sharing and to whom. [00:53:38] If someone needs [00:53:39] access to any table, [00:53:41] not necessarily every table, [00:53:44] but any table in your base. [00:53:46] You might want to give them [00:53:48] base collaborator access [00:53:50] and perhaps not edit [00:53:51] access to every field or table. [00:53:54] So a couple of things [00:54:00] have been changed, I think I wanted, [00:54:03] I set this up, not in the way [00:54:05] that I wanted to so [00:54:07] I'm gonna create another page. [00:54:08] Actually no, I can, [00:54:10] I'm just gonna break everything. [00:54:12] So I'm gonna change this to [00:54:14] be [00:54:18] I think I'm going to change [00:54:20] my source to be employees. [00:54:22] All of these things broke. [00:54:23] They should have, [00:54:24] that was my fault. [00:54:26] I'm just gonna bring in a [00:54:28] grid element [00:54:29] and I'm going to make that source instead [00:54:32] of coming from the record picker, [00:54:34] I wanna pull from my time slots table. [00:54:37] And then as we're going, [00:54:39] you'll notice [00:54:40] instead of while I'm clicking on a [00:54:42] particular element to edit [00:54:44] it's properties, [00:54:45] there used to be a pop up that would [00:54:47] appear sort of on top [00:54:48] of the element [00:54:49] or a little bit off to the right now that [00:54:51] is all in the right sidebar. [00:54:55] And they have two tabs, [00:54:58] data and appearance. Some [00:55:02] some interface elements [00:55:04] have very little that shows up [00:55:06] under the data tab and [00:55:07] very little that shows up [00:55:09] under the appearance tab. [00:55:10] So it feels a little bit [00:55:11] silly at times going back and forth [00:55:13] between the two [00:55:14] but things like the grid [00:55:16] element and then the other list [00:55:19] elements have a lot that's under data so I [00:55:22] can kind of see why they wanted [00:55:26] to separate those tab. So, [00:55:28] what you can do from having [00:55:31] a grid element on here. [00:55:34] This is something [00:55:36] that you could also do in [00:55:38] glide, which I talk about a lot. [00:55:41] You can put down a list component [00:55:44] and then change the layout that it uses. [00:55:47] So I'm just going back and forth [00:55:49] between grid gallery, [00:55:50] timeline and calendar. [00:55:51] So I don't have to delete [00:55:53] this element and replace it [00:55:55] with another one. [00:55:55] I can't remember how [00:55:57] new that feature is. [00:55:58] I think it came out around the same [00:56:00] time. [00:56:01] The sort of important bit [00:56:05] has to do with view permissions and edit [00:56:10] permissions, [00:56:11] so you'll notice under filter, [00:56:15] I can still go and add a [00:56:19] filter element and then hook that [00:56:22] into the grid element and have it control [00:56:25] them both. [00:56:26] Similar to before you can have [00:56:29] a filter attached to an individual [00:56:32] list component. [00:56:34] So if I wanted to say [00:56:36] only show dates that are after today, [00:56:39] I could do that here. [00:56:41] I can also change it to [00:56:43] be only the viewers records. [00:56:45] So [00:56:49] that is sort of a shortcut [00:56:51] to a feature that was already present. [00:56:53] You can use both a collaborator field [00:56:56] and an email field. [00:56:58] You can see here that I have [00:57:01] a look up field [00:57:03] that is being represented as an [00:57:06] email and I'm allowed to use that [00:57:09] as my filter mechanism. So again, [00:57:12] that's letting you show [00:57:14] only the records that are [00:57:15] associated with the person [00:57:17] who is currently looking. [00:57:19] So hopefully if I switch [00:57:21] around. Yeah, now [00:57:22] I'm viewing as anonymous [00:57:23] and all of those go away because I'm [00:57:25] no longer Kamille [00:57:26] that's no longer my email address. [00:57:29] Those go away. [00:57:30] I'm going very fast because there's a lot. [00:57:34] There's also [00:57:36] you can [00:57:37] turn these things [00:57:39] from view only to editable. [00:57:41] That has always been [00:57:43] there. But there's this new option [00:57:45] that is available in both allowing you to [00:57:48] open record details. [00:57:51] So I'm gonna turn back on edible Editable. [00:57:55] And you'll also see there's [00:57:57] set linked record permissions. So [00:57:59] this list of records has two different [00:58:03] linked to a record field [00:58:06] appointment and employee. So [00:58:12] you can [00:58:14] adjust what people see and edit [00:58:16] in the linked records [00:58:18] based on the current page [00:58:20] you're looking at. [00:58:22] So again [00:58:23] this is only showing me [00:58:25] time slots where I am in [00:58:26] some way associated with them. [00:58:29] And then I can further say [00:58:31] okay but you can only [00:58:32] look at or edit the linked employees [00:58:36] to those time slots if [00:58:38] you know those employees have, [00:58:42] you know the name is [00:58:46] contains guy. So I shouldn't be able to [00:58:49] make edits to the record that is [00:58:52] john doe. [00:58:56] So I can also turn on [00:59:00] that option, it punted me over [00:59:03] to this new page that allows me to sort of [00:59:07] replace the expanded record views [00:59:10] and I'm looking at an individual time slot [00:59:12] record and I can lay this out. [00:59:14] However, I wanted a sort [00:59:16] of common criticism that [00:59:17] I have had myself [00:59:20] of the expanded record view [00:59:23] is it would take the [00:59:25] first view that appears in your view list [00:59:28] and use that as the field order. [00:59:31] That you would see an expanded [00:59:34] record view and you know, [00:59:36] hidden field weren't really hidden. [00:59:39] You could just expand them, now [00:59:40] you have more complete control [00:59:43] over what appears here. [00:59:45] And you can just like [00:59:47] other places on the interface, [00:59:49] you can change whether [00:59:51] or not these fields are [00:59:52] editable versus just viewable. [00:59:55] And I brought up the [00:59:57] original announcement thread [01:00:00] because there are a couple of things [01:00:02] that aren't in the current release but [01:00:03] apparently are on the pipeline. [01:00:07] someone complained, and I also had [01:00:09] this complaint as well [01:00:10] that the new expanded [01:00:11] record view within the interface [01:00:15] environment is a full page [01:00:17] versus having a pop [01:00:18] up like it used to be [01:00:20] and sometimes it's useful [01:00:22] to be a full page and sometimes [01:00:24] it's useful to be a pop up. [01:00:25] Well apparently that's [01:00:27] on the docket for a future [01:00:28] release where you'll be able to [01:00:30] pick which is the full [01:00:32] whether it appears in a [01:00:33] full screen or in a pop up. [01:00:35] And then Kuovonne, friend of the show [01:00:39] pointed out that sometimes you know, [01:00:42] I want certain fields to show up [01:00:44] and sometimes [01:00:45] I want different fields to show [01:00:47] up and it really depends on [01:00:49] context of how I got to the record. [01:00:53] Well in a future release is [01:00:55] also allowing you [01:00:56] to use multiple different detailed [01:00:58] layout. So imagine you have an [01:01:01] expanded record view [01:01:02] that you want to only show [01:01:04] to the marketing folks [01:01:05] and then one that you only [01:01:06] want to show to your finance [01:01:07] folks, [01:01:08] You will be able to based on [01:01:11] how it's possible to navigate to that [01:01:14] detail page you'll be able to pick. [01:01:16] Okay, [01:01:17] show them this one if they click this [01:01:19] button, show them this one [01:01:20] if they clicked another button. [01:01:22] And there's probably some more [01:01:24] in there [01:01:25] but it was quite a lot to go through [01:01:28] and a lot to understand. [01:01:31] Yeah, [01:01:32] that's [01:01:33] there's so much in there. [01:01:36] They released a lot. Most of this is new [01:01:40] pretty recently, so very cool. [01:01:42] Thank you Kamille [01:01:44] for going through all of that, [01:01:46] highlighting it. [01:01:48] Hopefully that was helpful to everyone [01:01:51] and yeah, excited to see [01:01:53] what they're gonna have to do [01:01:55] a whole new contest with [01:01:56] all the new functionality. [01:01:59] Yeah, it's so much [01:02:00] is different different now [01:02:02] obviously Cherry and Matt [01:02:04] and everybody has been able to create [01:02:06] really great interfaces [01:02:08] that worked for [01:02:10] all these different use cases and then [01:02:12] now you have even more control [01:02:15] over what gets seen [01:02:17] and what gets displayed when [01:02:19] and then you'll have [01:02:20] more in the future [01:02:22] and there's still some things that I, [01:02:24] you know, [01:02:25] am lamenting that aren't there. [01:02:28] But you know, [01:02:29] I see them making improvements [01:02:32] to some of the more commonly [01:02:34] requested bits like the permissions [01:02:36] I think was, you know, long overdue and [01:02:39] people were really, [01:02:40] really hampering for that one. [01:02:42] Now it's just a Matter of, [01:02:44] you know, [01:02:44] pricing of it all because should an [01:02:47] interface only collaborator [01:02:49] be charged the same as [01:02:50] a base and it interface [01:02:52] collaborator. I don't think so, [01:02:54] but we'll see what they do with that one [01:02:57] because right now that is [01:02:59] important to know you can have [01:03:01] a view or comment only [01:03:03] view only an edit permissions [01:03:05] for just an interface. And again, [01:03:07] that is not allowing you [01:03:09] to open the full base. [01:03:10] If you have edit permissions, [01:03:12] you're charged the [01:03:13] same amount as if you were a [01:03:14] base editor. [01:03:15] So just be aware that it's [01:03:18] not necessarily a cost savings. [01:03:21] It is a, you know, [01:03:23] data privacy sort of deal. [01:03:26] Yeah, that's important to [01:03:28] distinguish. So. [01:03:30] Great. Well, that concludes our show, Cherry Matt, thank you for joining us. [01:03:36] Always glad to have you on. [01:03:41] Yeah, we'll see when Matt now has to rebuild his entire base or interface with [01:03:46] the new features. [01:03:49] Yeah, that's right. [01:03:52] Cool. Well, that's what [01:03:53] we've BuiltOnAir. [01:03:54] Look forward to seeing you all next [01:03:56] week. Take care, everyone. [01:03:58] Thanks Dan. Thanks Kamille. [01:04:02] Thanks for having us.
![[S17-E06] Full Podcast Summary for 02-13-2024 – AI Base Generator; Conditional Logic in Interfaces](https://builtonair.com/wp/../uploads/segment_image_1-123-440x264.png)
BuiltOnAir Podcast
- [S18-E02] Full Podcast for 04-09-2024 - Sync Airtable to Wordpress with WP Connect; Voting System for Daretable April 15, 2024#airtable #on2air #builtonair 4/9/2024 - BuiltOnAir Live Podcast Full Show - S18-E02 ___________________________ The BuiltOnAir podcast is a live weekly show highlighting everything happening in the Airtable universe. Check us out at BuiltOnAir.com/join. Join our community, join our Slack channel, and see what's happening. ------------------------ SPONSORED BY On2Air - Airtable Apps and Integrations to run […]
