11/9/2021 – BuiltOnAir Live Podcast Full Show – S09-E09
Duration: 62 minutes
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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.
Alli Alosa – Hi there! I’m Alli 🙂 I’m a fine artist turned “techie” with a passion for organization and automation. I’m also proud to be a Community Leader in the Airtable forum, and a co-host of the BuiltOnAir podcast. My favorite part about being an Airtable consultant and developer is that I get to talk with people from all sorts of industries, and each project is an opportunity to learn how a business works.
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.
Round The Bases – 00:04:11 –
A Case for Interface – 00:06:53 –
Explore Interfaces with “Introduction to Interfaces”.
Check out our first look at recently launched Interfaces.
Meet the Experts – 00:46:11 –
Meet Ben Green.
Automate Create – 00:53:23 –
Watch as we review and work through automations. Implement an Automation to create tasks from templates
Full Segment Details
Segment: Round The Bases
Start Time: 00:04:11
Roundup of what’s happening in the Airtable communities – Airtable, BuiltOnAir, Reddit, Facebook, YouTube, and Twitter.
Segment: A Case for Interface
Start Time: 00:06:53
Introduction to Interfaces
Explore Interfaces with “Introduction to Interfaces”.
Check out our first look at recently launched Interfaces.
Segment: Meet the Experts
Start Time: 00:46:11
Ben Green –
Meet Ben Green.
Segment: Automate Create
Start Time: 00:53:23
Airtable Automations – Task Templating
Watch as we review and work through automations. Implement an Automation to create tasks from templates
The full transcription for the show can be found here:
[00:01:42] Welcome everyone to the [00:01:44] BuiltOnAir podcast. [00:01:45] The live show. [00:01:46] We're glad to be with you. [00:01:48] We've got a special program for you today. [00:01:50] We're excited to [00:01:52] talk about exciting things [00:01:54] that just came out [00:01:56] and welcome Rebecca glad to have [00:01:57] you on. [00:01:59] And we also have a special guest with us. [00:02:02] Ben Green, Welcome. [00:02:03] Good to have you with us. [00:02:06] Thanks for having me [00:02:07] excited to be here. [00:02:08] Especially today. Yeah, [00:02:09] yeah, it's a good day. [00:02:11] And we got Kamille with us as always, [00:02:13] welcome Kamille. I'm wearing the shirt, [00:02:17] that's a new one. [00:02:19] Is that a new one? [00:02:20] No, I've had this shirt for a while. [00:02:22] I think it's my only Airtable shirt, [00:02:24] but it seemed appropriate for today. [00:02:28] Yeah, [00:02:29] very true. [00:02:31] The only question is, [00:02:32] do you have matching socks with them? [00:02:34] No, [00:02:34] I couldn't find my socks, [00:02:36] so you know, what are you going to do? [00:02:39] I didn't wear [00:02:40] my Airtable socks today either, [00:02:43] they were stuck in a drawer somewhere [00:02:45] someday. Ben you wearing any Airtable? [00:02:48] I don't have any Airtable swag. [00:02:50] No, I have no idea where to get it. [00:02:53] Come on now. [00:02:54] Yeah. Where did you get the socks? [00:02:58] I don't know part of a swag bundle [00:03:00] from my various Airtable engagements. [00:03:03] I don't know. I think it was from the [00:03:05] conference [00:03:07] last year, [00:03:08] year before. I don't know. [00:03:10] I don't think I'm engaged enough. [00:03:13] Speaking of engagement, [00:03:16] watch Ben's show [00:03:17] Off the Record on Thursdays, [00:03:19] Wednesdays, [00:03:20] whatever. Very true. Yes, we'll learn. [00:03:24] We'll learn more about Ben coming up in [00:03:28] the show. [00:03:28] So you think I would [00:03:30] know what day it's on. [00:03:31] Just because I'm also on [00:03:32] that show? [00:03:33] I don't know anything. [00:03:38] regulars there so [00:03:39] well I thought it was an [00:03:40] announcement because you said [00:03:41] speaking of engaged, [00:03:43] I don't know if there's [00:03:44] an announcement coming. [00:03:45] My life is not exciting. [00:03:48] All right, maybe for a future show. [00:03:52] So we will go through. [00:03:54] So we always do four segments [00:03:57] on this show and [00:03:58] we always like to kick off [00:04:00] talking about what's [00:04:01] going on in the community [00:04:02] and this week was relatively quiet [00:04:05] until late last night. [00:04:07] And so that's what our [00:04:08] focus is going to be. [00:04:10] We're actually going to combine [00:04:11] Round the Bases of what's [00:04:12] going on [00:04:13] and [00:04:16] we are going to introduce [00:04:18] a new product [00:04:19] that Airtable just launch or a new [00:04:21] feature [00:04:22] the Airtable just launched [00:04:24] called Interfaces. [00:04:25] And we'll actually have a new [00:04:27] segment on our show [00:04:29] called Case for Interface [00:04:31] and we will in the future [00:04:34] use interfaces to solve common problems. [00:04:38] So you'll see that as a [00:04:39] regular segment on our show. [00:04:41] So the first one, [00:04:42] I don't yet have a graphic for it. [00:04:44] So we'll just do an [00:04:46] introduction into that. [00:04:47] So and then after that [00:04:49] we will learn more about On2Air, [00:04:52] we'll do a spotlight [00:04:53] on the primary sponsor On2Air, [00:04:56] learn a little bit about that. [00:04:57] Then we'll find out more [00:04:59] about our guest Ben Green, [00:05:01] an expert in the Airtable [00:05:03] world and then he will [00:05:05] also show an Automate Create for us [00:05:08] to end the show. So [00:05:10] with that as far as Round the Bases, [00:05:13] late last night [00:05:14] I'm going to give credit to [00:05:16] I first heard from it from Scott [00:05:18] Rose who is listening in on today's show. [00:05:21] He was the first to break it to me. [00:05:23] I don't know if you guys [00:05:24] saw it broken anywhere else but [00:05:28] so shoutout to Scott for [00:05:30] monitoring the website [00:05:32] closely all day looking for [00:05:33] that big announcement to come. [00:05:36] And so we are going to learn about [00:05:41] what it is, what it entails, [00:05:43] how it impacts you, [00:05:45] how you can use it and [00:05:47] everything there [00:05:48] everything else going on [00:05:50] in the communities was general [00:05:52] discussion on topics and things like that. [00:05:55] And so I think we can hold those [00:05:58] off till next week [00:06:00] if any are worth [00:06:01] bringing up for next time. [00:06:03] So there's Scott with us monitoring 24/7. [00:06:08] All right, so Kamille offered up, [00:06:10] Kamille spent the most time [00:06:12] with it last night. [00:06:13] I know Ben [00:06:14] you also spend some time with it [00:06:16] as did I. So we'll all kinda chime [00:06:18] in on our first impressions. [00:06:21] But Kamille if you want [00:06:24] to share your screen. I will [00:06:27] if that works we'll learn about it. [00:06:31] I also will bring up that Airtable [00:06:34] redesigned their entire homepage. [00:06:37] So new messaging, they highlight the [00:06:41] interface section and everything [00:06:44] that's talking about that and how it [00:06:48] plays. [00:06:49] Actually. I put yours up. [00:06:51] There you go. [00:06:52] So yeah, I pulled up [00:06:54] the you just mentioned that Airtables [00:06:56] website has been redesigned. [00:06:59] And so it's you know, more [00:07:04] activated, if that makes sense, [00:07:06] There's animations going [00:07:07] and it shows off Airtable's [00:07:09] sort of interface, [00:07:10] you can just kind of scroll [00:07:12] through and see how things [00:07:13] are a little bit different, [00:07:14] but that's not what we're here for. [00:07:16] Interface designer. So if you go to, [00:07:19] Airtable's Support website, [00:07:21] they already have articles [00:07:23] that are talking about [00:07:24] what is the Interface Designer. [00:07:27] And then I've also pulled up [00:07:29] Airtable's Youtube account [00:07:31] has also already [00:07:32] released a video or two [00:07:33] just sort of giving you the high strokes. [00:07:35] And then what I'm gonna do is sort of [00:07:37] jump into [00:07:40] what your experience would be like [00:07:43] for using interfaces. [00:07:44] So I'm in my Airtable [00:07:45] account and you can see [00:07:49] things look much the same [00:07:51] except for up at the top. [00:07:53] So it's not a top level [00:07:54] thing that you would click on [00:07:56] up here. [00:07:56] It is the same place where you would find [00:07:58] all your bases and [00:07:59] workspaces up at the top [00:08:00] you'll have the interfaces [00:08:02] note that it says beta at the top. [00:08:05] To my knowledge, [00:08:07] it is released for everyone. [00:08:09] It is an open beta [00:08:10] and I don't know how long [00:08:13] it's going to be beta or you know, [00:08:17] when it will be officially [00:08:19] officially launched, [00:08:20] if that makes sense. [00:08:21] I believe they said early 2022 [00:08:26] and I believe it also mentions that [00:08:31] you can use it on free bases for now. [00:08:34] But that will be changing. [00:08:36] But interfaces that you create [00:08:39] will stay with you [00:08:40] like you won't lose them but [00:08:42] you won't be able to create [00:08:45] them for non pro bases. [00:08:47] Okay. So first things first [00:08:49] I've made at least one [00:08:50] interface I think I've made [00:08:52] two, [00:08:52] and you'll notice that it says [00:08:54] there are no interfaces yet. [00:08:56] I'm sure it says in one of [00:08:57] these support articles, [00:08:59] I feel like it's because I [00:09:00] haven't published that interface yet. [00:09:02] There's a published option that you have [00:09:04] to click and I think if I click that [00:09:06] it would appear here. [00:09:08] so I'm going to start with [00:09:09] going into the base [00:09:10] that I test everything in. [00:09:12] that has a lot of connected, [00:09:14] a lot of linked to another record types. [00:09:17] There's roll ups, lookups, yada, yada. [00:09:19] And we're gonna be using this base [00:09:21] to sort of dive into what an interface is. [00:09:24] So again, when you open up a base, [00:09:26] it is largely the same [00:09:27] except for up at the top [00:09:29] in the top left next to the Airtable logo. [00:09:31] This will take you back to where you [00:09:32] get to all your bases. [00:09:34] This is where you would click [00:09:35] to create an interface for [00:09:37] this base. So [00:09:38] to my knowledge [00:09:40] interfaces work on a per base [00:09:44] basis. [00:09:45] So, as you all know, [00:09:47] you can sync multiple bases together. [00:09:50] And that might be a way [00:09:52] to use an interface [00:09:53] for more than one base at once. [00:09:54] As far as I know [00:09:56] an interface looks at one base at a time. [00:09:59] So you can see right here [00:10:01] that the one interface [00:10:03] that I've made is unpublished [00:10:04] and you can have multiple [00:10:06] interfaces for each base. [00:10:08] Jumping into the one [00:10:09] that I was testing in [00:10:12] it kind of feels like there's [00:10:16] folders if that makes sense [00:10:19] because I have interface test [00:10:21] and then I have first [00:10:23] test. So we're still not quite [00:10:25] in the interface. [00:10:26] There seems to be different [00:10:27] levels because I haven't played [00:10:29] around with it enough. I'm not sure. [00:10:31] Well these are, [00:10:33] I think these are all [00:10:34] grouped at the base level. [00:10:35] Right? So these are, I could have made, [00:10:39] let me go back from the start [00:10:41] so I could make another, [00:10:44] I can make another interface. [00:10:46] But inside each interface [00:10:48] I could create new [00:10:50] pages, pages if you will. [00:10:52] So let me just get in here. [00:10:56] So what you're seeing is [00:10:58] using one of their sort of [00:10:59] default templates that they [00:11:00] have. They have a few templates [00:11:02] that you can choose from [00:11:03] to help you place items [00:11:04] quicker. So on the left hand side [00:11:06] we have a list of records that are pulling [00:11:09] from my purchase orders table and then [00:11:14] whenever you select a new one, [00:11:16] what it's going to do, let me [00:11:17] go into preview mode. [00:11:19] So that doesn't pop up [00:11:20] by going to preview mode. [00:11:21] It will pull in [00:11:23] all of the information linked [00:11:25] to purchase order number three. [00:11:27] And then I have sort of set it up [00:11:30] to have this grid view of [00:11:33] all of the linked purchase order line [00:11:36] items linked to this purchase order. [00:11:38] There's a lot of cool things [00:11:40] in Interface Designer [00:11:41] and I'm going to do my best [00:11:43] to sort of point out some of the [00:11:46] quirks I guess that I've noticed. [00:11:49] So this isn't a view. I don't have a view [00:11:52] that's only looking at the purchase [00:11:54] order line item records linked to table [00:11:56] three. It is pulling in the linked [00:11:59] records automatically based on [00:12:01] which is the currently selected record. [00:12:04] And that's something you could turn [00:12:06] on and off if you wanted [00:12:07] to show everything [00:12:08] from a particular view or all [00:12:09] records at once. You could [00:12:11] but in this particular use case [00:12:13] it makes sense to [00:12:14] only show purchase order [00:12:15] number three's line items. [00:12:17] So there you go. You'll notice that [00:12:20] you know certain fields will look exactly [00:12:22] like they will in an Airtable [00:12:25] base all of the sort of pill [00:12:27] fields look like they would [00:12:29] the single selects [00:12:30] and multi select the same [00:12:31] thing with the link to [00:12:33] another record type fields. [00:12:35] You can click on these [00:12:37] and it will pull up the [00:12:38] expanded record view. [00:12:40] I don't know if that's something [00:12:41] you can disable. It might be. [00:12:43] I don't know. [00:12:43] And then the same thing for this [00:12:45] one up here, the sort of expanded [00:12:46] view [00:12:48] where you could show certain [00:12:50] fields from whatever [00:12:52] that linked record is and I [00:12:53] believe you can adjust [00:12:55] which record which fields show up. [00:12:58] So if I click on this [00:13:00] we can start to see what [00:13:02] options are available to me. [00:13:06] and this right here [00:13:07] connected to record list. [00:13:08] Record list is over here. [00:13:10] So if I wanted to change the list, [00:13:12] I could have [00:13:14] but [00:13:15] you know, I didn't [00:13:17] if you had multiple linked records, [00:13:19] like I do, [00:13:20] you could switch this to another [00:13:22] linked records. [00:13:23] So instead of pulling in the [00:13:24] customer, maybe I want to pull [00:13:26] in the shipping option [00:13:27] like I did down here. [00:13:28] And you guys stop me [00:13:30] if you have any sort of questions [00:13:32] that you had or if you [00:13:33] notice something [00:13:34] because I'm just going to keep going. [00:13:36] Yeah, [00:13:36] maybe show like the [00:13:38] like as far as the click [00:13:41] if you click on maybe the [00:13:43] shipping option field [00:13:45] and make it not editable. [00:13:48] So view only. [00:13:50] Oh yeah, well, let me quickly go into [00:13:54] preview mode, I'm in preview mode. [00:13:56] So right now it's not editable, [00:13:58] there's no sort of thing [00:14:00] I can do to edit this. [00:14:02] If I go out of preview mode [00:14:04] right now, you'll see that everything [00:14:06] by default comes in as view only. [00:14:08] So when you share this [00:14:09] with your other collaborators, [00:14:11] they'll just be able to [00:14:12] look at stuff but not necessarily [00:14:15] edit anything unless you [00:14:16] go in and change that. [00:14:18] So as soon as I click editable, [00:14:19] you'll notice that this plus sign [00:14:21] was changed. [00:14:22] If I go back into preview mode [00:14:24] now I can click X on this [00:14:26] and if I click that everything [00:14:28] sort of updates [00:14:29] automatically and if I pick another one, [00:14:32] you'll notice my order total is [00:14:34] updating as well because it's [00:14:36] a formula [00:14:37] and it's adding together the cost of [00:14:38] shipping yada yada yada [00:14:40] all of this interaction [00:14:42] with the interface is live syncing [00:14:44] with your base itself. So [00:14:45] It's a sort of 1-1. [00:14:47] You're not waiting on any [00:14:49] sort of delay or syncing time. [00:14:51] As far as I've noticed, [00:14:53] it's pretty quick, [00:14:54] of course this is a very basic [00:14:56] interface and I only have one [00:14:59] where it seems like I could [00:15:01] have several in a [00:15:02] group and multiple groups per base. So [00:15:06] if you go down to shipping option, [00:15:09] you were to edit it, [00:15:11] pick it out of preview mode. [00:15:13] There is the option, [00:15:14] if you want to see it more [00:15:15] closer to a grid, [00:15:17] you can change it from pill [00:15:19] to the thing is called default to [00:15:21] where you can add records [00:15:23] and like see more fields that way, [00:15:24] that's what I did for this one up here. [00:15:29] but yeah, you could do that [00:15:30] for any of them and I'm wondering, [00:15:32] I thought I saw, [00:15:33] I could have been wrong, [00:15:35] I thought I saw somewhere you being [00:15:37] able to change which fields are visible. [00:15:40] It doesn't look like that's [00:15:42] the case here. [00:15:43] It is the case in a couple places [00:15:45] like in the record list, [00:15:47] something that I liked, [00:15:49] the record title doesn't have [00:15:50] to be the primary record, [00:15:53] the primary field of that table. [00:15:55] So if I wanted to [00:15:56] make it shipping address line one [00:15:58] for whatever reason I could [00:16:00] and it comes up as bold and then [00:16:02] I could pick what other two fields are [00:16:04] displayed. So I was possibly [00:16:06] confusing it with this. [00:16:08] So if you go back to [00:16:10] that shipping option [00:16:13] and make it [00:16:15] view only [00:16:16] and then go to public or preview, [00:16:21] you can still click on it and it brings up [00:16:26] and that is editable. [00:16:28] So it's kind of weird that [00:16:30] it's not editable on the other, [00:16:32] but when you click on it it is so that's [00:16:36] yeah, that's a good catch. So this is a [00:16:41] it's [00:16:43] this record, right? Isn't this record. [00:16:47] So you know, it might be the case now. [00:16:50] What it does do if the base, [00:16:52] if you set up your base [00:16:54] to say Kamille shouldn't [00:16:55] be able to edit the price field [00:16:57] no matter where I am in Airtables product, [00:17:00] I will not be able to edit the price [00:17:01] field. So if I changed the [00:17:04] field the field permissions to do that. [00:17:06] Even if I were to click that up here, [00:17:08] I wouldn't be able to change that here. [00:17:11] So I could kind of see why, [00:17:13] you know, [00:17:15] it [00:17:16] it allows me to edit because [00:17:18] there's nothing I've said [00:17:20] so far that says Kamille [00:17:21] shouldn't be able to edit this, [00:17:23] but it would be nice. [00:17:25] It would if I go out of preview again, [00:17:27] it would be nice if there was a thing [00:17:29] for this field type specifically for [00:17:31] record link, [00:17:32] you know, open [00:17:34] the [00:17:35] expanded view in read only. [00:17:37] That would be cool. I would like that. [00:17:40] Yeah, so let me make a new interface [00:17:43] just so we could all sort of see things in [00:17:46] real time. Something that I really like [00:17:49] about this window we're seeing here is [00:17:52] that it updates in real time. [00:17:54] It's actually really cool. [00:17:56] So like I was saying before [00:17:58] there's a couple of sort of [00:18:00] pre made templates, [00:18:01] you know, well one of them is just blank, [00:18:03] but the three that they have are [00:18:04] pretty, [00:18:05] you know, streamlined and simple, [00:18:08] high level sort of examples [00:18:10] that you could use. [00:18:12] And you'll notice that there's [00:18:15] a charts in them. You can't add any app. [00:18:18] There's certain [00:18:22] components that are, [00:18:23] you can find around in Airtable. [00:18:25] One of them is chart. [00:18:26] One of them is timeline, [00:18:27] which used to be an app and is now a view, [00:18:30] you can add those [00:18:31] to an interface but you can't add [00:18:34] like a calendar view and [00:18:35] you can't add [00:18:38] like the matrix or [00:18:43] what's it called, pivot table [00:18:45] like there's certain apps, [00:18:47] there's a lot of apps, [00:18:47] most apps that you can add yet. [00:18:49] I don't know if that's [00:18:51] something they're planning [00:18:52] to do. It would be cool if they did. [00:18:55] I hope so. [00:18:55] Yes, I would hope so too because [00:18:57] it's, there are several apps [00:18:59] I could think of that [00:19:00] would be very useful. [00:19:01] I'm going to start with blank. [00:19:03] You know what, no. [00:19:05] One quick comment on that. [00:19:07] I actually looked under the [00:19:08] hood to see how they were [00:19:11] embedding like the chart [00:19:14] and the timeline and [00:19:17] and they're not, I frames [00:19:19] this a little bit technical [00:19:20] but they're not, [00:19:21] I frames like apps are [00:19:23] there actually rendered [00:19:26] as part of the main web page, [00:19:29] which is interesting. [00:19:30] So that means that they made [00:19:32] them kind of first class [00:19:34] citizens within the design. [00:19:38] And that makes sense to me [00:19:40] and I'll get there in a second. [00:19:43] I just realized by clicking blank [00:19:44] I couldn't do the thing that I wanted to [00:19:46] highlight which is that this [00:19:48] thing will update when you change stuff. [00:19:50] So there are three customers in my base. [00:19:54] If I were to change this to purchase [00:19:56] orders that five changes [00:19:58] all of these charts change yada yada. [00:20:00] I just thought that was cool. [00:20:03] But going back to the blank one, [00:20:05] you can kind of see what our [00:20:07] options are as we just sort of start. [00:20:10] So text as far as I know, [00:20:12] static text divider does what it says, [00:20:15] filter is cool. And [00:20:18] grid [00:20:19] timeline chart number record picker. [00:20:22] I'm going to start with record picker. [00:20:25] And as I sort of move stuff, [00:20:26] you can kind of see what [00:20:29] it allows you to do. [00:20:30] There's sort of a narrow [00:20:32] center of the screen sort of thing [00:20:35] or wide, where you could go from one edge [00:20:37] of the screen to the other. [00:20:39] It doesn't seem to allow [00:20:41] right aligned things, [00:20:43] which is a little annoying to me. [00:20:45] And if I hover up at the top, then it's a [00:20:48] it becomes like a header for the whole [00:20:52] for the whole interface. [00:20:53] So I'm going to put this down here [00:20:56] and it will pick the [00:20:57] first table by default. [00:20:59] So I could see everything [00:21:00] related to customer three. [00:21:02] Let's just [00:21:03] do all of the defaults that allows me. [00:21:06] And if I pick grid, [00:21:07] you'll see, I have the same option [00:21:09] of doing narrow or wide. [00:21:11] I'll stay consistent. [00:21:14] I want to do [00:21:20] yeah, I chose the grid view [00:21:23] or grid element. [00:21:24] Each individual thing that appears [00:21:26] on an interface [00:21:27] would be called an element. [00:21:29] The source is the record picker. [00:21:31] So it's pulling everything related to [00:21:33] customer three. [00:21:35] And then the field, [00:21:36] the only relevant field [00:21:38] is purchase order. [00:21:38] So it's looking at the purchase orders [00:21:41] table finding everything that has been [00:21:42] linked to customer three. [00:21:44] And if I go in and change that, [00:21:46] it should change to [00:21:47] the appropriate customer. [00:21:49] Or actually now that I look [00:21:50] at this I think what it's [00:21:51] doing is it's pulling a grid view [00:21:54] that only has [00:21:56] the customer. [00:21:58] So I did something wrong. [00:22:02] What do I do? [00:22:03] I did this in the other one. [00:22:05] I don't know how to fix it. [00:22:07] I'm new to this. [00:22:09] We're all new. [00:22:11] So I'm going to delete this. [00:22:16] Here's our first test. [00:22:17] If you have something that's [00:22:19] linked to something else and [00:22:20] you delete it it will throw an error. [00:22:23] So let's refresh the page and hope it [00:22:26] allow me to get back in here. [00:22:28] It does. So it will panic [00:22:30] for a second and then it [00:22:31] will notice that something [00:22:33] has been deleted. [00:22:34] Hopefully Airtable fixes that it [00:22:35] shouldn't throw an error like that. [00:22:37] It should just do this automatically. [00:22:39] You know [00:22:42] invalid source. [00:22:44] Let's just pick all purchase orders. [00:22:48] And now let's add this filter component. [00:22:53] So I want to do [00:22:57] purchase orders. [00:22:59] I'm doing this backwards, [00:23:03] connect filter to an element. [00:23:05] I'm connecting it to [00:23:06] the grid itself that I just [00:23:08] placed down here. [00:23:09] Now if I do filter status is pending, [00:23:13] it will filter that grid. Again I'm not [00:23:16] using a pre made view. [00:23:19] I'm making my own sort of view [00:23:22] as I interact [00:23:23] like you can do with sharing [00:23:25] out a view. [00:23:26] Whoever has that view could [00:23:28] add their own filters after the fact and [00:23:30] then when they refresh the page [00:23:32] it will be, you know, it will be reset to [00:23:34] whatever it was when it was shared. [00:23:40] So [00:23:43] and I think going back to [00:23:45] what Dan said earlier [00:23:47] filters can be attached [00:23:49] to multiple elements. [00:23:51] So if I had a chart in here [00:23:56] yeah, I don't [00:23:57] want to set up a chart [00:23:59] but if I were to also connect it [00:24:02] I think I could [00:24:03] if I started to make this [00:24:09] Yeah, [00:24:11] so originally chart was an option [00:24:12] because it was pulling [00:24:14] from customers but once [00:24:14] I changed it to pull also [00:24:16] from purchase orders [00:24:18] like these two are then I could [00:24:20] hook this filter into [00:24:21] controlling both of them at once. [00:24:24] So you can see as I edit the filter, [00:24:26] both of them are changing [00:24:28] and going back to [00:24:29] what Dan said, [00:24:30] it's that's important [00:24:32] because right now apps in the sidebar of [00:24:35] Airtable's base view work [00:24:37] independently of one another. [00:24:40] They don't see apps [00:24:41] that are [00:24:41] right next to each other, [00:24:43] even if they're on the [00:24:44] same dashboard view, [00:24:45] same base, they don't really [00:24:47] get to talk to each other. [00:24:48] They can only look at [00:24:49] the base itself, the data that's there. [00:24:52] And then the base structure [00:24:55] because apparently these components are [00:24:59] built into the interface, [00:25:02] we're not looking at the chart app, [00:25:04] we're looking at a chart [00:25:07] element if that makes sense. [00:25:10] It's probably a lot of the same code but [00:25:12] especially designed to hook [00:25:14] directly into this Interface Designer, [00:25:16] that means that each element [00:25:19] could look at or interact [00:25:21] with multiple things on [00:25:22] the same interface [00:25:23] and it's really important. [00:25:25] I think it's the key difference [00:25:26] between one of the key differences between [00:25:29] an interface [00:25:30] and a dashboard that was made in Airtable [00:25:33] so you could set up your filters and [00:25:36] all that other stuff. [00:25:37] I'm sure if I kept going, [00:25:39] there's other things I could [00:25:41] do with that, like all of these [00:25:44] all of these elements [00:25:45] like a pilot and they could all [00:25:47] look at this filter or [00:25:48] some of them don't have to [00:25:50] look at the same filter, et cetera. [00:25:53] I think what you're also showing [00:25:55] is how easy it is to kind [00:25:57] of get lost in the [00:25:58] weeds. Like that extra layer [00:26:01] of power makes it also [00:26:04] easy to get lost. Yeah, it's [00:26:09] we've only had this for roughly [00:26:12] 12 hours. So in much of those [00:26:15] hours I was asleep [00:26:17] so there's, there's not a whole lot [00:26:20] that I have a firm grasp on quite yet. [00:26:23] But so far considering it's a beta [00:26:25] and it's been out for less than a day, [00:26:28] I'm pretty happy with what [00:26:30] I'm seeing in sort of, [00:26:31] I can kind of see a trajectory. [00:26:33] Now, I'm famously bad at guessing. [00:26:36] You may recall last week on Ben's show [00:26:41] where I was like, oh, [00:26:42] they're probably not going to have [00:26:43] A front end for like 2023 [00:26:48] I think I said [00:26:49] this is still not quite a front end, [00:26:52] but it is pretty funny that [00:26:54] like less than a week later [00:26:56] interfaces has been released. So, [00:26:58] you know, don't trust my guesses, [00:27:01] but I can see based on how they've chosen [00:27:04] to implement the stuff that they [00:27:06] have implemented, [00:27:08] a nice little system that you [00:27:09] could end up building [00:27:12] some important notes, this is not [00:27:18] really public facing, [00:27:19] the current beta is sort of [00:27:21] designed for you to give the [00:27:23] collaborators of your base [00:27:25] something to look at, [00:27:27] that isn't the entire base at [00:27:28] once, so they still have access [00:27:31] to the base and like I said before, [00:27:33] you can set up their permission [00:27:35] so they don't have any [00:27:36] permissions for one table, [00:27:37] they have [00:27:38] certain field permissions [00:27:39] for certain fields. Yada, yada. [00:27:41] But you can't just give it to [00:27:43] somebody who doesn't already [00:27:46] have access to the [00:27:47] base. If you do, [00:27:49] it will add them to the base. [00:27:52] So it's not you know, [00:27:55] the third parties like [00:27:56] stacker and cory [00:27:57] and softer and yada yada, [00:27:58] what they do is allow you [00:28:00] to circumvent giving someone [00:28:04] access to the base, if you will, [00:28:06] they're interacting with [00:28:07] pori or stacker or [00:28:08] softer instead of Airtable, [00:28:10] you're still working in Airtable. [00:28:12] So whoever is editing this [00:28:15] sort of stuff needs to have [00:28:17] edit permissions for that. [00:28:19] Airtable base. [00:28:21] Yeah, [00:28:22] yeah, maybe show that [00:28:23] on the share if you do the share [00:28:27] somebody first let [00:28:28] me publish [00:28:29] because the share button [00:28:31] is sort of greyed out right now [00:28:34] and I can't share it. [00:28:35] I believe it has to be shared [00:28:37] first and you can see up at the top, [00:28:39] I can also [00:28:41] preview as different collaborators. [00:28:44] If there was more than one person in this [00:28:46] base you would be able to see [00:28:48] and then you could test, [00:28:50] you know, if I didn't give Joe [00:28:51] the right permissions [00:28:53] to edit the order date for [00:28:54] instance, you would be able to see that. [00:28:57] so let me click publish [00:29:03] I don't know what's happening [00:29:05] right now. I'm publishing [00:29:08] you published all the pages [00:29:10] but it tells you which [00:29:12] ones like haven't been [00:29:13] modified since the last published, [00:29:16] like in automations. So this is [00:29:20] okay, okay, I see what's happening. [00:29:22] I'm publishing the whole group, [00:29:23] I don't know what the Airtable [00:29:25] terminology for interface test is yet. [00:29:28] But the thing that was just on [00:29:30] my screen a second ago is untitled. [00:29:32] This order status and this grid [00:29:35] and this chart [00:29:36] is part of untitled and that's [00:29:38] under the group of interface test, [00:29:40] which is where the first test is. [00:29:41] Let me publish both of them untitled [00:29:44] page And interface test [00:29:46] is the interface test is a book [00:29:50] and then there you go. [00:29:52] Pages inside the book here, do I do this? [00:29:55] I don't want to, [00:29:57] what happens? [00:29:58] You can add me, we'll just bring it up. [00:30:02] Okay, hold on, [00:30:03] I imagine that was the share button [00:30:05] so things are slightly [00:30:06] different now that I'm in the [00:30:08] actual published interface. [00:30:10] So the thing at the [00:30:10] top is gone and it's just sort of that [00:30:14] you switch in between the pages [00:30:16] like you would a view. I'm on untitled [00:30:19] now and if I go back to [00:30:21] the first one I made [00:30:22] you can see that one there. [00:30:24] If I go back into share, [00:30:26] I could probably add, I don't know [00:30:29] who are you Dan. [00:30:33] Yeah, that works. [00:30:34] And then it will show you [00:30:37] that they have access. So I'm going to add [00:30:40] you as we're going to start [00:30:42] with read only and see what that does. [00:30:49] yeah, and then I'll get an email [00:30:53] and then if you go back to edit, [00:30:55] you could then view it as me. [00:31:00] Okay, now I'm an edit mode, [00:31:02] let me get into untitled. [00:31:05] If I view myself as dev [00:31:07] team, who is Dan [00:31:10] And then preview [00:31:15] It seems [00:31:19] that doesn't seem right, [00:31:20] is it because I'm previewing? [00:31:22] That still doesn't seem right. [00:31:24] I feel like I shouldn't [00:31:25] be able to do that. [00:31:26] I don't know that anything [00:31:28] is limited to the collaborator. [00:31:31] It should be though. [00:31:34] It seems like that's what the point is. [00:31:38] Well, I think when you went into preview, [00:31:44] are you previewing as me? [00:31:45] Cause that drop down went away. [00:31:48] Well, [00:31:49] preview as [00:31:51] Yeah, it should be locked down. [00:31:54] I think. Right now it is right. [00:31:57] I don't think so because I could [00:31:59] still click this button. Oh yeah, [00:32:01] it seems like a problem. [00:32:02] Yeah, that does. All right. So [00:32:06] test things out [00:32:07] and make sure that people [00:32:08] aren't like circumventing permissions [00:32:10] that they should have. [00:32:12] I feel like that might [00:32:13] have that might be an [00:32:15] issue. [00:32:15] I don't think that's a feature per se. [00:32:18] And it could be an issue with the [00:32:20] preview as I wonder. [00:32:22] Yeah, it could be like [00:32:23] if I were on the published version [00:32:25] of this, it could be that it [00:32:27] works the way it should. [00:32:28] I don't think I could, [00:32:29] I could preview in the published thing. [00:32:32] I'm just me when I'm here [00:32:33] Dan, I would love to see [00:32:35] what it looks like on your end. [00:32:37] If you can see the whole base [00:32:37] or if you can just see the interface. Now, [00:32:40] I have not tested that out. [00:32:41] Well because I've shared the base, [00:32:43] he should be able [00:32:45] to see the whole base [00:32:46] because that's sort of how [00:32:47] they've set up their permission [00:32:49] structure. But you can, [00:32:51] I think just with your teams, [00:32:53] you just direct people, [00:32:55] you give them it's a [00:32:56] separate link that they can get [00:32:57] for the published version [00:32:58] of the interface. [00:32:59] So you would just say, hey, go to this, [00:33:01] don't worry about the base, [00:33:02] look at this thing. [00:33:03] So if you go to untitled [00:33:05] because that's where the thing is. [00:33:11] Okay, You can't Okay. [00:33:13] I think it's okay. [00:33:15] So that's not as much of an issue as it [00:33:18] is as I thought it is. [00:33:21] So to recap, [00:33:22] I shared with Dan to have read only [00:33:25] permissions for the underlying base, [00:33:27] which means he shouldn't be able to create [00:33:29] any records anywhere. [00:33:31] And when I was previewing as Dan, [00:33:33] I was able to [00:33:35] add records, [00:33:36] we're currently looking at Dan's screen [00:33:39] and he actually can't when he's looking at [00:33:41] the published version, [00:33:42] he doesn't have the ability to [00:33:44] add or edit any records, [00:33:46] which is what we want. [00:33:47] So [00:33:48] it's a minor gotcha [00:33:51] if you're previewing [00:33:53] but not in the actual thing. So [00:33:55] look at this, I can share it with people. [00:33:58] Now there is a thing [00:34:00] in workspace settings where you can [00:34:04] prevent people from adding new people [00:34:08] to a base. I believe. [00:34:10] I wonder if that is also hooked in, [00:34:12] It should be [00:34:13] if I go to my workspace settings [00:34:21] jeez where where? [00:34:23] Yeah, you got that right now. [00:34:26] Yeah, [00:34:28] then the account [00:34:30] or just in the workspace? [00:34:32] Okay. I've switched on restrict [00:34:34] adding new collaborator [00:34:35] to this workspace and its bases. [00:34:37] So if you refresh this, [00:34:39] will it allow you to do that? [00:34:42] Let's find out. [00:34:44] I still have a share button. [00:34:47] Okay. I can still share [00:34:50] but since I'm read only, [00:34:52] I can only add read only users, [00:34:56] so you won't be charged for new, [00:34:59] read only people in the base, [00:35:01] but it does give access to data [00:35:03] to new people who you may [00:35:05] or may not have wanted [00:35:06] in that base. [00:35:07] Something that's something [00:35:09] to keep in mind. I feel like that [00:35:10] should be corrected. [00:35:11] Yeah, [00:35:14] but this is [00:35:15] yeah, very interesting. [00:35:19] I think I mean this is the beginning of [00:35:22] game changing [00:35:24] interaction. Like I wonder [00:35:26] how many [00:35:27] people will only use interfaces and not [00:35:30] bases. [00:35:32] Yeah, it's [00:35:35] it still sort of requires you [00:35:37] to have gone in and sort of set up [00:35:40] the structure of your base right? [00:35:42] You can't start in an [00:35:45] interface and sort of build [00:35:48] build what your desired experience is. [00:35:51] You have to build your base first and [00:35:53] then make an interface for it. [00:35:56] And [00:35:58] like I'm saying [00:35:59] if you add collaborators to it, [00:36:02] it's not going to erase their [00:36:04] ability to go into the base [00:36:05] and make all the same edits [00:36:07] that they would have [00:36:08] been able to make in the interface. [00:36:12] one thing noticeable in the interface [00:36:15] is that you can't go in the [00:36:18] top left and click [00:36:19] to the Airtable workspaces. It takes like [00:36:22] a lot, quite a few clicks in my opinion, [00:36:25] you have to go to base. [00:36:27] You have to go back to the base. Yeah, [00:36:31] and then go to that. [00:36:34] So that's a simple fix. [00:36:37] But I think that should be [00:36:39] an option just go back to home [00:36:42] and then also remember [00:36:44] if you are sharing this with people [00:36:46] that are read only, [00:36:48] they can always go back [00:36:49] to the base and see all the data. So [00:36:52] you're not hiding data from people [00:36:56] that's always visible. [00:36:58] Yeah, [00:37:00] so these are sort of just notes [00:37:05] again less than a day out, [00:37:08] still in beta [00:37:09] but these are things that were sort of [00:37:12] hoping for the next sort of release [00:37:15] if you will of this product. [00:37:17] So Kuovonne says [00:37:18] this can make user training [00:37:21] much easier but will not yet [00:37:22] replace trusting your users. [00:37:24] I think that's absolutely true. [00:37:26] Because it is still connected [00:37:29] to Airtable much more so than the third [00:37:32] parties are. It's not like pori [00:37:35] slash software slash jacker etcetera. [00:37:37] Where you can say, you know, [00:37:39] just look at this thing, [00:37:40] you don't even know what's [00:37:41] behind it all. [00:37:42] You still kind of know [00:37:44] what's behind it all, [00:37:45] but [00:37:46] you know, it does allow for [00:37:50] making a much more [00:37:52] user friendly way to interact [00:37:56] with the data [00:37:58] to sort of sum things up, to have [00:38:02] apps [00:38:03] interplay with each other etcetera. [00:38:07] Hannah says it's not a, [00:38:09] not a portal. It isn't [00:38:11] Right. Here's a good question. [00:38:13] Can you create new records via interfaces? [00:38:16] You can. [00:38:19] So I should not as easily. [00:38:21] So here's one that's a single record, [00:38:24] viewer, records are linked records. [00:38:27] Yeah, I can make new linked records [00:38:29] in this sort of thing that record picker. [00:38:31] I don't think there's an option [00:38:34] at the bottom to create a new record. [00:38:36] So [00:38:38] and I think in the listing. [00:38:42] I think that's a real [00:38:43] fire. [00:38:44] Probably not gonna be an option anywhere [00:38:47] or delete. So I can't delete this record. [00:38:52] Yeah [00:38:56] but in the table listing if I go to a [00:39:00] Like in this one [00:39:02] usually when there's [00:39:04] when you have the permissions to do it, [00:39:07] you can add a new record [00:39:09] in the list [00:39:10] but with the record picker you can't [00:39:14] so yeah, limited as far as [00:39:17] yeah adding, creating new. Yeah, for sure, [00:39:22] interesting. [00:39:25] Well [00:39:27] and I think and if you're watching [00:39:30] the comments Justin's [00:39:32] there's some issue with like creating new [00:39:40] in some interfaces they don't [00:39:43] have a create new, like I don't have a, [00:39:46] well, this one was shared with me. So [00:39:49] I don't think [00:39:50] actually I can't create a new one here. [00:39:55] So for some reason there's times when [00:39:59] you can't create new ones [00:40:01] I think well I think he [00:40:03] was saying you can't do that [00:40:04] if the interface is published. [00:40:07] So if you unpublished, [00:40:09] your interface [00:40:12] then you would be able to add [00:40:13] a new page to it. [00:40:14] Which seems a little silly. [00:40:15] I don't quite get the reasoning for that. [00:40:19] I imagine to me it sounds like [00:40:20] you should be able to add [00:40:22] a new page and that [00:40:23] page is just not [00:40:24] published yet. [00:40:26] But if all publishes are tied to the [00:40:30] group level and not the individual [00:40:32] pages maybe that's why [00:40:34] and Kuovonne mentioned [00:40:36] to work around, [00:40:37] you could set up [00:40:38] scripts with like based on [00:40:39] the check box or something [00:40:42] to add or delete. That's not ideal. [00:40:45] But definitely a workaround. [00:40:48] Yeah, I didn't see [00:40:50] buttons as an element. [00:40:51] I could've just missed it. [00:40:53] You can have them as like [00:40:54] field buttons, [00:40:55] field buttons but not as like a, [00:40:58] you know, like record picker [00:41:00] is an element. [00:41:01] I couldn't see one that was just a [00:41:02] button and tie that button, [00:41:04] you know, either the link or to. [00:41:06] Yeah, I would want to see that. [00:41:09] So I have a couple of things [00:41:11] that I would want to see in the coming [00:41:12] weeks as they sort of add to this. [00:41:16] Yeah, so what overall impression day one [00:41:21] I think it's pretty promising [00:41:23] for a day one. [00:41:25] I think it's sort of [00:41:27] gets at just show me [00:41:29] what I want to see [00:41:31] and linked records and the main record [00:41:34] at the same time. Like that's sort of a [00:41:37] an issue when you're looking [00:41:40] at a Airtable's base interface, [00:41:42] You really can only look [00:41:43] at one table at a time [00:41:44] and that's what you have to [00:41:45] have the apps window kind of open to see [00:41:49] a record and all of its associated [00:41:51] records at the same time. [00:41:52] It sort of gets around that. [00:41:54] And like someone said in the chat, [00:41:56] it's a user interface aid [00:41:59] and not necessarily [00:42:00] a security work around. [00:42:02] So I think that's where interfaces [00:42:05] is going to live, it's a sort of [00:42:08] better [00:42:10] it depends Well, [00:42:11] there's a use case for looking [00:42:13] at the whole base like you normally would, [00:42:15] but [00:42:15] for all of the use cases [00:42:16] where you would want [00:42:18] just an interactive sort of [00:42:19] interface, [00:42:20] I think it's promising [00:42:22] there's stuff that needs to be added. [00:42:25] Day one promising. [00:42:27] Yeah, very cool. [00:42:28] Ben, any other [00:42:29] final thoughts on interfaces? [00:42:31] My thoughts were [00:42:33] that you can tell it's still in beta. [00:42:36] There's quite a few [00:42:37] little things that don't work. [00:42:39] Like one of the things for me was when I'm [00:42:41] editing a page [00:42:43] in interfaces that you click add element, [00:42:46] that box never [00:42:47] disappears [00:42:49] unless you re click it. [00:42:52] But I think this like paves the way [00:42:54] for a lot of enhancements [00:42:56] down the road for [00:42:57] something closer to like a user portal [00:43:00] or some sort of like front end. [00:43:04] And it doesn't seem like [00:43:05] it's tied to just one, [00:43:06] it doesn't seem like it will be [00:43:07] tied to just one base eventually [00:43:09] with its placement on the workspace. [00:43:12] Yes, that's true. [00:43:13] It doesn't seem it's not [00:43:15] even tied to work space [00:43:17] it seems. It seems like its own [00:43:21] category on its own. So [00:43:24] eventually Yeah, I could see [00:43:26] them making it so you could sort of [00:43:29] interplay between different bases. [00:43:31] Have it like associated [00:43:33] with the sync feature [00:43:34] maybe. [00:43:35] The only thing I don't know is [00:43:37] that per page, if you could have one page [00:43:39] pull elements from multiple bases. [00:43:43] That would be interesting to see. But [00:43:45] for one interface it looks like you [00:43:47] could have multiple pages [00:43:48] that they can all [00:43:48] pull from different bases eventually [00:43:50] that would be possible right now. [00:43:53] Yeah, [00:43:54] yeah, my, I am impressed. [00:43:56] I think it's a great start, you know, [00:43:59] I'm gonna continually [00:44:01] pound the table. [00:44:02] Being an app developer [00:44:04] Kamille you as well. [00:44:05] It's got to incorporate [00:44:07] apps into the interface. [00:44:09] This really devalues the [00:44:10] marketplace at this point [00:44:12] because as more people use the interfaces, [00:44:15] you kind of don't want to leave that [00:44:17] to go then back to the old one, [00:44:20] then open up [00:44:21] the side bar and get your apps. [00:44:23] so once they figure that out, [00:44:25] I think that really opens up the [00:44:29] the opportunities for app developers. [00:44:34] So hopefully we'll see that soon. [00:44:36] So great. That's a great introduction. [00:44:39] And like I mentioned, we'll [00:44:41] we'll have a new segment, [00:44:42] we'll do more, [00:44:43] we'll dive deeper into the different [00:44:45] types of elements within the interface. [00:44:48] Is so this is our first segment of a [00:44:50] first version of our new segment, [00:44:53] A Case for Interfaces. [00:44:56] So as we continue on a quick spotlight, [00:44:59] I'll do this briefly On2Air is an all [00:45:02] in one toolkit to run your [00:45:03] business on Airtable. [00:45:05] It's a suite of apps to do a [00:45:06] variety of different things [00:45:08] to help you enhance [00:45:10] your Airtable usage and [00:45:12] especially if you're running a business, [00:45:14] you need to check out on2air.com. [00:45:16] I just briefly want to bring up [00:45:18] one of our apps is our backup solution. [00:45:20] Airtable already does backups [00:45:23] but for security reasons and for best [00:45:27] practices it's always recommended [00:45:30] to have an external backup of your data [00:45:32] outside of Airtable. [00:45:34] That's where On2Air backups comes in. [00:45:36] We can help back up your data [00:45:38] and your attachments to your dropbox, [00:45:41] your box or your google drive [00:45:43] on a scheduled basis, [00:45:45] automated all happening in the background. [00:45:47] So you don't have to worry [00:45:49] about your data [00:45:50] and know that you've always got [00:45:52] residing outside of Airtable at all times. [00:45:55] So check us out on2air.com/on2air-backups [00:45:59] for your backups solution [00:46:03] with that we're going to continue [00:46:06] on to our next segment which is [00:46:10] got to refresh my page here. [00:46:12] Meet the experts. [00:46:14] So we have an expert among us. [00:46:17] Ben Green has been part of the community. [00:46:20] You've likely seen his smiling face [00:46:24] on Youtube. Amongst many videos. [00:46:26] I know you've got quite the collection [00:46:29] of videos and why don't you tell us a [00:46:31] little bit about yourself, [00:46:32] your background, [00:46:33] what you're up to [00:46:34] really interested in how you [00:46:36] came to find Airtable [00:46:38] and what you're up [00:46:39] to now with Airtable. [00:46:41] Yeah. First I would say [00:46:42] I would definitely [00:46:44] recommend using On2Air backups. [00:46:46] I've used it in a few cases [00:46:48] with clients [00:46:49] and it is definitely a product to go [00:46:51] for, so plus one for On2Air backups. [00:46:55] But yeah, thank you for having me on. [00:46:58] So you wanted a background [00:47:00] and how I got to know Airtable, [00:47:02] is that right? [00:47:02] Yep. [00:47:03] So my background [00:47:05] I've actually only been an Airtable [00:47:08] user for about [00:47:09] a year and eight months I think. [00:47:14] About five years ago [00:47:15] I started school at IU Bloomington, [00:47:18] I graduated about a [00:47:20] year ago [00:47:21] but I went there [00:47:22] and got a degree in information systems [00:47:25] and operations, [00:47:25] learned to code in a few languages [00:47:29] like sequel and R and C. [00:47:31] Sharp and a lot of [00:47:33] stuff I found not to be fun [00:47:36] and then also took some classes [00:47:38] in access and [00:47:40] Excel [00:47:40] access, I found very [00:47:42] like the concept is very similar [00:47:45] to Airtable as well as learning like [00:47:47] enterprise software development, [00:47:49] just realized they still teach [00:47:51] access in school. [00:47:52] Yeah, I had one class on it [00:47:55] and I did not enjoy that [00:47:57] the access part as much. [00:48:01] but then I had a friend [00:48:03] who introduced me to Airtable and [00:48:05] I was like can you teach me how to [00:48:08] use Airtable, [00:48:09] I'll work for you for free [00:48:10] and do like anything, [00:48:11] you just show me how to use it [00:48:13] because he said like, [00:48:14] it's a great tool like if [00:48:15] you can learn it, [00:48:16] you'll never have any problems ever. [00:48:18] And so [00:48:19] I started using it for school, [00:48:22] I just managed my [00:48:24] all my assignments and stuff [00:48:26] in Airtable and then that summer [00:48:29] I worked for free doing [00:48:31] implementation for a [00:48:32] business like all summer [00:48:34] for like three months. [00:48:35] And then that brings me to [00:48:37] like last September [00:48:39] where I went to the Airtable [00:48:41] users conference [00:48:42] with Chris Dancy, [00:48:44] I was just a visitor. [00:48:46] I think [00:48:47] Dan, you were a sponsor. [00:48:48] Kamille, you were a speaker [00:48:50] if I remember right. [00:48:52] There was that same day [00:48:54] I published my first YouTube video. [00:48:56] It was like an intro to Airtable. [00:48:58] I think I published [00:48:59] the day before because I [00:49:00] was like, I have to publish it before. [00:49:02] That was like my deadline [00:49:04] for publishing my first video. [00:49:07] But then since then [00:49:08] I think I published 180 videos, wow, [00:49:12] so it's been, [00:49:13] it's been a lot [00:49:14] and a lot of the videos feature Kamille [00:49:16] as well as Kuovonne in the chat. It's been [00:49:19] amazing doing Off the Record with Chris [00:49:22] and those ladies and Rebecca sometimes [00:49:25] joins as well, [00:49:26] but that's how I got started. [00:49:29] Very cool [00:49:30] and tell us what are you doing now? [00:49:34] So I do consulting. [00:49:35] So primarily [00:49:38] with people book calls from my [00:49:40] YouTube channel, [00:49:41] people watch like six or seven [00:49:42] videos, they don't themselves [00:49:44] and then they like they [00:49:46] don't be set everything up [00:49:47] themselves don't know either [00:49:50] expedite the process [00:49:51] and work with someone [00:49:52] or they just don't want to spend the [00:49:53] time and learn all the fundamentals [00:49:55] of doing right. [00:49:56] So then they work with me to [00:49:58] build it. I have a few people, [00:50:00] a few contractors on my team [00:50:02] that helped me out with some of the [00:50:05] development, [00:50:05] like for example like mapping stuff [00:50:07] out and then actually doing [00:50:09] some of the automations [00:50:10] because some of those [00:50:11] can get pretty time consuming. [00:50:13] Yeah. [00:50:15] All right, very cool. [00:50:17] Well, great to have you on. [00:50:19] I know we've interacted quite [00:50:20] a bit over the year [00:50:22] that you've been involved. [00:50:23] It seems like it's been longer [00:50:25] than that, but [00:50:27] it's cool to see right out of school, [00:50:30] learning [00:50:31] Airtable and now pretty well [00:50:33] established as an expert [00:50:35] consultant in this [00:50:37] space. [00:50:37] So where where can people find you [00:50:39] if they're interested in working with [00:50:41] you? [00:50:42] You guys go to any [00:50:43] of my YouTube videos. It's [00:50:46] I don't know what my link is, [00:50:48] but it's Ben Green, [00:50:50] my websites www.optimizeis.com. [00:50:52] It's in the description [00:50:54] of any of the videos. [00:50:55] Yes, those are blue light blockers. [00:50:58] I got them on the Amazon. [00:51:01] It reduces eye strain. [00:51:03] Yeah, I highly recommend. [00:51:05] Okay. We'll put links [00:51:08] in the show notes [00:51:09] for anybody that wants to work [00:51:11] with you. But yeah, [00:51:13] check them out on YouTube [00:51:14] tons of videos and then Off the [00:51:15] Record. When does that air? [00:51:18] So that's every Wednesday. [00:51:19] Kamille and Kuovonne [00:51:20] like I said, [00:51:21] they're there pretty often and Rebecca. [00:51:23] But it's every Wednesday [00:51:25] at seven p.m. Eastern time [00:51:26] and you can either go to [00:51:27] the Airtable community Facebook group. [00:51:29] Me and Chris basically run that [00:51:32] there's like 5000 people in there. [00:51:34] We go to the Airtable community Facebook [00:51:36] group and we go live in there. [00:51:38] Or you can join us. If you go to [00:51:40] www.videowithben.com [00:51:42] at seven p.m. You can join the zoom room. [00:51:46] Okay, video with Ben. [00:51:47] And then, yeah, [00:51:48] I also give a plug for the Facebook [00:51:50] community that you help run. [00:51:52] Feel like there's [00:51:53] 1000 things. [00:51:54] Yes. Yeah Facebook group. [00:51:56] It's [00:51:57] facebook.com/groups/airtablecommunity. [00:52:01] And is that the largest Facebook [00:52:04] community for Airtable? [00:52:06] It is. [00:52:06] I believe that I think a few 1000 people. [00:52:09] Yeah, I know there's a couple [00:52:10] others but I think that is the largest, [00:52:13] there's like 200 people joining in a [00:52:15] week. [00:52:16] Wow. [00:52:17] 100 people joining in a week. [00:52:19] Yeah. Yeah, it's definitely very, [00:52:21] very active. [00:52:22] We reference it quite often [00:52:24] on this show talking about what [00:52:26] people are mentioning in there. [00:52:28] So if you're on Facebook then [00:52:31] definitely [00:52:32] check that out. [00:52:33] It's lively and always [00:52:35] discussion going on there. [00:52:36] So cool. [00:52:37] Well with that, [00:52:38] if you want to start [00:52:40] sharing your screen Ben before we [00:52:43] get to you and what you're [00:52:44] going to share with us. [00:52:46] I'll give a plug for our [00:52:47] community. [00:52:47] There's lots of communities out there. [00:52:49] The BuiltOnAir community [00:52:50] is [00:52:51] one of many great ones and [00:52:54] we love for you to join us, [00:52:55] especially if you're already in slack. [00:52:57] We have a slack community [00:52:59] where people are talking [00:53:01] and asking questions and you [00:53:02] get to interact with amazing [00:53:05] people like Ben and Kamille [00:53:07] and we also have our website [00:53:09] builtonair.com where we'll publish [00:53:12] podcasts, updates, what's going on. [00:53:14] So it's worth checking out, [00:53:16] sign up for the newsletter. [00:53:18] So builtonair.com [00:53:19] is where you can find all [00:53:20] these great resources. [00:53:22] So with that we're going to do [00:53:25] and Automate Create [00:53:26] and Ben's gonna walk us [00:53:28] through some task templating. [00:53:30] So I'll share your screen go for it. [00:53:33] All right. So this demo like, [00:53:36] like Dan just said is [00:53:38] going to be showing a task [00:53:40] template [00:53:41] so that to start off this base, [00:53:43] what I have are a few different like [00:53:45] stock projects that you might have. [00:53:48] So I work with [00:53:49] a few people in this case is [00:53:51] transaction coordinators. [00:53:53] They work with multiple states [00:53:55] or multiple types of [00:53:56] projects that have different requirements [00:53:59] and [00:54:00] each of those projects [00:54:02] is a record in this table [00:54:03] and then it's linked to all the [00:54:05] related tasks. [00:54:06] So here we have tasks [00:54:08] like I just put for stock tasks in here. [00:54:11] You can also say like who it should be [00:54:15] assigned to [00:54:16] as well as some due dates, [00:54:19] which I can go into how that works later. [00:54:23] I got this idea from someone [00:54:25] in the Airtable community [00:54:27] in the Facebook group. [00:54:28] I can't remember who it was. [00:54:30] And I know I showed Kuovonne [00:54:32] this last week and she [00:54:33] seemed to like it [00:54:34] because I've been kind of on a spree of [00:54:37] finding ways to do everything [00:54:39] without using scripts [00:54:40] and a lot of people have [00:54:41] been doing the same thing [00:54:43] but writing it into scripts [00:54:44] where a script would go [00:54:45] find like everything [00:54:47] that matched whichever project was [00:54:51] chosen [00:54:52] and then go add those tasks [00:54:54] and assign them to people. [00:54:56] So how this works is you [00:54:58] add like a new file [00:54:59] and we'll say this is [00:55:01] like [00:55:02] 902 [00:55:04] East ninth street [00:55:07] for this I have it set up [00:55:10] so you pick a few days from [00:55:12] the example would be in a contract [00:55:14] for a real estate transaction [00:55:15] but you pick a [00:55:16] few due dates. [00:55:17] You could just pick like the start date [00:55:20] of it for most use cases [00:55:22] and then you pick which [00:55:23] project type it is. [00:55:25] So if I choose this one [00:55:27] what it should go do [00:55:29] is go and those tasks to the task [00:55:32] table [00:55:33] and then [00:55:34] also move that here because this needs to [00:55:38] be deleted afterwards. [00:55:40] That's another conversation [00:55:41] on why that needs to be deleted [00:55:43] but [00:55:45] has anything like this one [00:55:47] been shown on this before? [00:55:48] I don't believe [00:55:50] I don't think so. [00:55:52] So what this does here [00:55:54] is it comes in here [00:55:55] and assigns or like creates all these [00:55:57] tasks. You can mark them as done [00:56:00] it also If I hide some of the stuff, [00:56:03] it calculates the due date [00:56:04] that should be required. [00:56:05] So the due date was [00:56:06] calculated from the task templates [00:56:09] And for this one [00:56:11] remind me which one it was [00:56:13] buyer financing Indiana. [00:56:15] So for buyer financing Indiana [00:56:17] these are like the this is [00:56:19] I believe a workday [00:56:20] formula [00:56:21] just they add so including weekends. [00:56:25] But this would say like five days [00:56:27] after the effective date, [00:56:28] six days after the effective date. [00:56:30] And we know what the effective day [00:56:32] is from a look up when this is created. [00:56:36] So [00:56:37] I guess do you have any [00:56:40] immediate questions? [00:56:41] When it's [00:56:44] you assign it a project type [00:56:46] and then your automation runs [00:56:48] And it links the appropriate tasks [00:56:51] to the transaction. [00:56:53] Is it duplicating tasks [00:56:55] from a template? [00:56:57] Or is it linking the original tasks [00:56:59] to 902 East 9th Street? [00:57:01] It is [00:57:03] duplicating the tasks. [00:57:05] So it's creating records here [00:57:08] for each task [00:57:10] that ended up being a look up [00:57:12] here. So the trigger [00:57:14] for the automation is from [00:57:17] this task templates table, [00:57:21] it's a look up here. [00:57:23] So if I turn the automation off, [00:57:25] I can show how it works. [00:57:27] And then show the automation of course. [00:57:31] So here, if we choose by our cash Indiana [00:57:36] in task templates, [00:57:37] the trigger is that this is not empty [00:57:41] and then it will go [00:57:42] for when it triggers on this record [00:57:44] it goes and creates this [00:57:45] record in the task table, [00:57:47] is that what you're asking? [00:57:50] Yes. Okay and that makes sense. [00:57:52] I was in my head, [00:57:53] I don't know why [00:57:55] I was envisioning some other [00:58:00] you know what, no. [00:58:01] I see what I was envisioning [00:58:03] I was picturing another table being [00:58:05] involved for projects [00:58:06] and it looks like there is, [00:58:08] it's your each of these task [00:58:10] templates is linked to [00:58:13] the project templates as well. [00:58:17] So you assign it a template [00:58:19] and then that's what triggers. [00:58:22] Yeah, I also figured [00:58:24] out how to do this. [00:58:25] You could have I think the same setup [00:58:27] and have the task templates [00:58:29] live in the task table [00:58:30] and just be like in their own [00:58:32] view, like filtered out [00:58:33] from everything else. [00:58:34] I think people, or business owners [00:58:36] like this [00:58:37] false sense of security [00:58:39] of having these here [00:58:40] so that their employees won't mess [00:58:41] with them. Yeah, [00:58:42] so that's why choose this other table. [00:58:44] Okay. I like having templates [00:58:48] separated out from the real [00:58:51] just because if you [00:58:52] ever needed, [00:58:53] what are the what's [00:58:55] my count of active tasks? [00:58:56] You always have to [00:58:57] remember okay, well [00:58:58] don't include the templates so [00:59:00] you know, it just removes that [00:59:02] sort of margin of error [00:59:04] by keeping them separate [00:59:05] anyway. [00:59:08] I also a lot of times [00:59:10] I'll duplicate the task [00:59:12] but also link back to the task [00:59:14] template so you kind of have, [00:59:16] you know the source of where it came from [00:59:20] and that wouldn't work as well [00:59:21] if it was in the same table [00:59:23] because you don't [00:59:24] have the back link [00:59:27] unless you [00:59:28] the [00:59:29] familiarly then. [00:59:32] Well yeah like I think Hannah [00:59:34] here says let's see the automation. [00:59:38] So Dan do you use [00:59:39] something similar to this? [00:59:41] So I have done it with scripting [00:59:44] but yeah very similar structure of the [00:59:48] database. Yeah. [00:59:49] Yes. So everything that I do is [00:59:51] without scripting because I [00:59:53] don't find business owners [00:59:55] want to learn how to script and then [00:59:57] that clients come to me [00:59:58] with this with scripts [00:59:59] and they have no idea how to do [01:00:01] anything. So we changed them. [01:00:02] It's easier to maintain [01:00:04] if you if you're giving it [01:00:05] to someone else [01:00:06] if you just use if you can use [01:00:08] the update record or create record steps. [01:00:11] Sometimes it's just better just use those. [01:00:14] Yeah. [01:00:15] So the trigger is here [01:00:17] on this test templates table [01:00:19] and it's just watching to [01:00:21] make sure that this project is not empty. [01:00:24] That there's no like safeguards to [01:00:26] make sure that like [01:00:27] like it will error if these are empty [01:00:30] because it needs those [01:00:31] when creating the tasks [01:00:33] but I could add those in there. [01:00:37] And then the next thing it does [01:00:39] is it goes and creates [01:00:40] a record in the task [01:00:41] table. [01:00:42] So this one is pretty straightforward. [01:00:44] It just pulls this step id [01:00:46] the transaction to link it to. [01:00:48] Is this right here this is probably the [01:00:51] hardest one to get. [01:00:53] So what you need to do is [01:00:55] click on the blue button [01:00:57] come in here, press continue [01:00:58] find this project linked record. [01:01:00] And then you have to like continue twice [01:01:02] basically. You press continue. [01:01:04] Then this isn't the linked record [01:01:07] id you want, press [01:01:08] continue again and then I [01:01:11] maybe I should go test it [01:01:12] so you can see but it should be this [01:01:14] id right here. [01:01:16] So let's test this. [01:01:21] If you test it it gives you test data [01:01:23] for those watching [01:01:25] that makes it pretty nice. [01:01:27] So not this link record [01:01:29] the press continue again [01:01:31] and then it says like [01:01:32] what's right here [01:01:33] and you can insert that [01:01:35] and what that does [01:01:37] is it links it to the transaction, [01:01:42] This is a different part of it [01:01:43] that I can show in a second [01:01:45] it's like the second [01:01:46] stage to this. [01:01:48] But then it also links back [01:01:50] to the project template. [01:01:51] That's how this is [01:01:51] grouped is it links it to [01:01:54] that template assigns who it's for and [01:01:59] what day it's due. [01:02:01] The last thing [01:02:02] which is kind of repetitive, [01:02:05] it kind of wastes all the tasks [01:02:07] besides the first time it does it, [01:02:09] but because it doesn't [01:02:11] do anything after the first one. [01:02:14] Is it clears this out [01:02:16] so this is updates that transaction [01:02:18] record clears this [01:02:19] out [01:02:20] and moves the name of that to right here. [01:02:26] So after the first task that is triggered [01:02:30] it's like after this one [01:02:32] that's already done but it [01:02:33] I don't know any other way [01:02:35] to make it really seamless [01:02:37] to make that work. [01:02:39] Yeah. So what we're seeing is [01:02:41] there's no conditional logic [01:02:44] within an automation [01:02:45] step where you can say [01:02:47] don't run this step [01:02:48] if the linked record is already [01:02:50] cleared [01:02:51] and that's why you have to do it [01:02:53] with each individual run. Because [01:02:55] the automation is running [01:02:57] for each task template [01:02:59] item, [01:03:00] it's running [01:03:01] there's four for this particular one, [01:03:03] so it's running four times. [01:03:06] Yes, [01:03:07] exactly. [01:03:11] So the next step of the automation [01:03:13] is right here, it says like selling cash [01:03:15] Texas, so let's change [01:03:18] the name of that one from [01:03:21] this will say [01:03:27] It's like that one [01:03:30] also change it to buyer [01:03:33] that way here, [01:03:34] it looks like it's like the second. [01:03:36] So if you have like different [01:03:39] portions of your task list, [01:03:40] maybe it's conditional [01:03:41] that you're never going to do [01:03:42] tasks [01:03:43] five through eight, [01:03:45] unless you do tasks one through four [01:03:47] or you just don't want [01:03:48] to run 50 tasks at once, [01:03:50] you want to split it up [01:03:51] into different ones. [01:03:52] What this does is once you get [01:03:54] do the first three, [01:03:55] actually the first three don't matter, [01:03:56] These can be unchecked. [01:03:58] Once you check this one, [01:04:00] what it should go do [01:04:01] is going to run this task list, [01:04:04] that task list [01:04:08] and the same thing here. [01:04:09] If these happen to be in order [01:04:11] which to do that, I would have [01:04:12] just had to put a four here [01:04:14] and they would be in order [01:04:17] when you go check these ones off [01:04:19] or run that next task list that is [01:04:22] Whichever one is right here. [01:04:28] Yeah, populated here, [01:04:33] interesting. [01:04:35] I've done this very similar [01:04:38] first for several one in particular. [01:04:42] This is what caused us to run [01:04:45] into record limits [01:04:47] because for every a lending [01:04:49] company, so for every home loan [01:04:52] they have like a task list [01:04:55] of 17 different tasks [01:04:56] for each loan that comes in and so [01:05:00] That just the task table [01:05:02] just instantly hit 50,000 [01:05:04] because they have a couple of [01:05:06] 1000 loans [01:05:09] And so automatically creating [01:05:11] all these tasks hit the [01:05:13] 50,000 record limit [01:05:15] pretty quickly. [01:05:16] Yeah, so this definitely requires [01:05:19] like archiving records. [01:05:20] So what I see this type of [01:05:22] client do is they'll have like [01:05:24] a view for each transaction [01:05:26] which would make it really [01:05:27] nice if they included [01:05:28] views [01:05:29] in automations like creating views [01:05:32] would love that. [01:05:33] But then they just basically [01:05:35] like print the view, [01:05:37] archive it and then delete [01:05:38] all the records [01:05:40] in the history on the tasks table. [01:05:43] Yeah. [01:05:45] Yeah, [01:05:46] interesting. Yeah, very, very [01:05:48] common use case. [01:05:50] Great way to to set that up and [01:05:52] implement it and automate it [01:05:55] and awesome, thank you Ben [01:05:57] for showing that and [01:05:59] for coming on the show [01:06:01] and people check out his podcast [01:06:04] Off the Record and he's joined by Kamille. [01:06:09] So Kamille [01:06:10] get to see her all over the place [01:06:12] everywhere. [01:06:15] And sometimes I remember the days [01:06:18] on which the shows I'm on appear. [01:06:21] Very true. And we will be back [01:06:24] next week [01:06:25] and we'll definitely be continued to [01:06:27] dive into interfaces. [01:06:29] And we're excited to see [01:06:31] what everybody is building with [01:06:33] them. If you have questions on [01:06:35] what you want us [01:06:36] to highlight next time, [01:06:38] let us know in the comments, [01:06:40] and until then we love to see [01:06:41] what everybody is building [01:06:43] on Air and we'll see [01:06:44] you next week. [01:06:47] See ya.