![[S13-E04] Full Podcast Summary for 01-31-2023 – New TableForums Community Launch. Integrate with Calendly and Use Softr for Forms](https://builtonair.com/wp/../uploads/segment_image_1-89.png)
1/31/2023 – BuiltOnAir Live Podcast Full Show – S13-E04
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.
Todays Hosts
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.
Show Segments
Round The Bases – 00:03:23 –
Following Articles Used in this Segment:
[BuiltOnAir Community] general – BuiltOnAir – 2 new items – Slack
[BuiltOnAir Community] general – BuiltOnAir – 2 new items – Slack
[BuiltOnAir Community] general – BuiltOnAir – 2 new items – Slack
Meet the Experts – 00:29:49 –
Meet New Source of Airtable Answers.
Some of the top Airtable experts are launching a new forums site to help give back to the community – Check out https://air.tableforums.com
Automate Create – 00:45:23 –
Watch as we review and work through automations. Kamille will showcase how to use UTM tracking url parameters to pass info to and from Calendly so airtable records can be updated accordingly (utilizing Make.com)
An App a Day – 00:56:44 –
Watch as we install, explore, and showcase the Softr.io App from the Airtable Marketplace. The app is described as “Alli with demo how to use URL Parameters to prefill forms within Softr”.
Full Segment Details
Segment: Round The Bases
Start Time: 00:03:23
Roundup of what’s happening in the Airtable communities – Airtable, BuiltOnAir, Reddit, Facebook, YouTube, and Twitter.
Following Articles Used in this Segment:
[BuiltOnAir Community] general – BuiltOnAir – 2 new items – Slack
[BuiltOnAir Community] general – BuiltOnAir – 2 new items – Slack
[BuiltOnAir Community] general – BuiltOnAir – 2 new items – Slack
Segment: Meet the Experts
Start Time: 00:29:49
New Source of Airtable Answers –
Meet New Source of Airtable Answers.
Some of the top Airtable experts are launching a new forums site to help give back to the community – Check out https://air.tableforums.com
Segment: Automate Create
Start Time: 00:45:23
Airtable Automations – Make for Calendly Source tracking in Airtable
Watch as we review and work through automations. Kamille will showcase how to use UTM tracking url parameters to pass info to and from Calendly so airtable records can be updated accordingly (utilizing Make.com)
Segment: An App a Day
Start Time: 00:56:44
Airtable App Showcase – Softr.io – Alli with demo how to use URL Parameters to prefill forms within Softr
Watch as we install, explore, and showcase the Softr.io App from the Airtable Marketplace. The app is described as “Alli with demo how to use URL Parameters to prefill forms within Softr”.
Full Transcription
The full transcription for the show can be found here:
[00:01:41] Welcome to the BuiltOnAir podcast. [00:01:44] Good to be back with everybody live. [00:01:46] This is season 13 episode four [00:01:49] good to be with you. [00:01:51] We've got a full house today. [00:01:53] We've got special guest [00:01:55] Scott Rose joining us. [00:01:56] Welcome back Scott. [00:01:57] Thank you. I'm thrilled to be here. [00:02:00] Yeah. And Scott's got some [00:02:01] exciting news for [00:02:02] us coming up in the show. [00:02:04] Alli and Kamille is always welcome back. [00:02:07] Good to have you [00:02:10] all right, we've got a good show [00:02:12] for you today. [00:02:13] I'll walk through what we're [00:02:14] gonna be talking about today. [00:02:16] The BuiltOnAir podcast [00:02:18] is an hour long episode [00:02:19] where we go through a couple different [00:02:21] segments and keep you up to date on all [00:02:23] things Airtable. [00:02:24] So we always start off with our [00:02:26] Round the Bases talking about [00:02:28] what's going on in the [00:02:29] Airtable communities. [00:02:31] Then we'll do a spotlight on [00:02:32] On2Air our primary sponsor [00:02:35] and then Scott will be sharing [00:02:38] some news with us [00:02:40] and learning a little bit more [00:02:42] about what Scott's been up to [00:02:44] the last couple of months. [00:02:46] And then Kamille will be walking through [00:02:50] some automation creation using [00:02:53] make.com and Calendly [00:02:57] links for tracking you are often [00:03:00] there there, then a quick shout out to [00:03:03] our community and really [00:03:05] walk through some cool, [00:03:07] a cool demo of of a trick in Softr, [00:03:11] which is a popular 3rd party app [00:03:14] with that. [00:03:16] Let's go to round the bases [00:03:19] on. [00:03:23] First come the BuiltOnAir community [00:03:26] and our very own Kamille had some [00:03:28] interesting insights. Kamille. [00:03:31] You want to share what you found? [00:03:35] Managed field. [00:03:38] Yeah, I was doing a like a demo [00:03:41] for a client and I popped open the managed [00:03:43] fields pain on the right hand side [00:03:46] underneath tools and I noticed that they [00:03:49] have created by and last modified by. [00:03:52] So now those are the same names as field [00:03:54] types. But not to confuse. [00:03:56] These are columns that let you [00:03:58] see when was the last [00:03:59] time a fields configuration [00:04:02] has been edited [00:04:03] and who it was configured by. [00:04:05] So very helpful for [00:04:07] debugging issues with a base [00:04:10] where suddenly a formula is [00:04:11] out putting the wrong [00:04:13] result or something like that [00:04:14] or your look up is broken. [00:04:16] You can now see when [00:04:17] the last time that field was changed. [00:04:20] So very helpful and I don't think it [00:04:22] was announced anywhere. [00:04:24] I think it was just sort of [00:04:25] a stealth improvement. [00:04:27] That's awesome. [00:04:28] Does it show the history of changes? [00:04:30] You can see the old formula [00:04:31] and the new one. [00:04:32] No, not that I was able to see [00:04:34] and you can see based on Dan's [00:04:35] screen, it doesn't include [00:04:38] data from before this was enabled. [00:04:41] So the base I was looking at, [00:04:43] I just so happened to have [00:04:45] just created it. [00:04:46] So it showed every record [00:04:48] or every field and [00:04:50] You know, when was the last time [00:04:51] each one of those was edited. [00:04:52] But you can see that we don't know [00:04:55] when the status field [00:04:57] was created but we do [00:04:58] know it was last modified by Openside. [00:05:01] You know on the 31st. [00:05:05] That's cool. [00:05:06] That's interesting. [00:05:07] That's weird because [00:05:09] they have this information. [00:05:13] Well I guess not at the field level [00:05:15] right. [00:05:16] But they have the last modified. [00:05:19] No I guess not. [00:05:21] I guess that's the record level. [00:05:24] I imagine they do have this [00:05:26] data but it's probably like, [00:05:28] you know, [00:05:30] compressed because it's not really [00:05:32] something that you need to access all the [00:05:33] time unless you like submit a support [00:05:36] ticket to Airtable and say there's [00:05:37] something wrong and they have to like [00:05:40] dig through their backlog [00:05:41] of like metadata. [00:05:42] That is my guess. [00:05:44] It'd be great if we could see [00:05:47] like what was the last [00:05:49] configuration, I don't need to see [00:05:51] every time of a formula has ever existed. [00:05:53] What [00:05:54] you know what the formula has [00:05:55] been each time. [00:05:56] But it'd be cool if I could see [00:05:57] what was, what was it yesterday [00:06:00] and then I can see if I need to make an [00:06:02] adjustment but maybe down on the road. [00:06:05] Yeah, interesting. I wonder if [00:06:08] I don't think this is available [00:06:11] in the meta A p I [00:06:12] I don't think that information is there. [00:06:16] That would be nice. [00:06:19] Alright, good find by Kamille and [00:06:25] Yeah. [00:06:26] Alright, next one. [00:06:28] This is from Ben Bailey. [00:06:31] At first, I wasn't quite sure [00:06:33] he didn't explain [00:06:35] what was going on here but [00:06:36] anybody know what he's talking [00:06:38] about here. So this is an image [00:06:40] that Ben shared, [00:06:42] so change the display [00:06:43] of the number element in interfaces. [00:06:46] It used to be [00:06:48] centered and not as bold [00:06:50] and now it's bold and it's left justified. [00:06:53] You can also add a subtitle now, [00:06:56] which I really like. [00:06:57] I think this looks a [00:06:59] lot slicker than it did before [00:07:01] and it seems to not cut things off as [00:07:03] often as it did before. [00:07:05] If you have a big number, [00:07:06] it would often just cut off [00:07:08] and go dot dot dot [00:07:09] Let's hold on. [00:07:13] Now it still doesn't formatting in right, [00:07:15] still doesn't put the commas in the [00:07:17] period. I mean the commas [00:07:18] automatically for you? [00:07:20] Currency trick for that. What was that? [00:07:24] I was gonna say [00:07:25] it's silly that it doesn't [00:07:26] because you know, [00:07:27] if you look at a currency field [00:07:29] under the hood, [00:07:30] the dollar sign or whatever [00:07:32] your currency symbol is, [00:07:34] isn't there [00:07:34] it's really just for display purposes so [00:07:37] there doesn't seem to be a [00:07:39] good reason why the number elements [00:07:42] can't have the [00:07:42] same sort of formatting options [00:07:45] as number and currency fields. [00:07:48] Yeah, the workaround I showed [00:07:50] a few weeks ago [00:07:51] or maybe it was last month was use [00:07:52] a currency field [00:07:54] but remove the dollar sign, [00:07:55] which is but that's sort of [00:07:57] annoying. You know, you have two [00:08:00] different Well, I guess it's not super [00:08:01] annoying except in the grid view, [00:08:02] you would see the dollar [00:08:04] sign in the toolbar. [00:08:08] Yeah, [00:08:09] but it used to be did this used [00:08:12] to be center aligned? It was it was center [00:08:15] aligned and the [00:08:16] title was below the number. [00:08:17] Now the title is above the number [00:08:19] left aligned and it's not shown [00:08:21] in the screenshots, [00:08:22] but you can have a subtitle [00:08:24] as Alli said. [00:08:27] Yeah. See I'd still like the option [00:08:31] to go center line. [00:08:34] I mean more control is always better. [00:08:37] Yeah. [00:08:38] Yeah, [00:08:40] because I think a lot, [00:08:41] I think people [00:08:42] were responding negatively that they [00:08:44] didn't like this change. [00:08:47] I like it. [00:08:49] Yeah. [00:08:51] Yeah. [00:08:53] So yeah, some tweets Yeah, [00:08:55] it would be nice [00:08:56] if they at least gave you some left [00:08:58] center right alignment options. [00:09:00] Yeah, Alex says in the comments, [00:09:02] you know right aligned [00:09:04] makes more sense for numbers. [00:09:09] Yeah, it would be nice if they just [00:09:11] gave us left center [00:09:12] or right choices for all [00:09:13] the elements. [00:09:14] Any elements maybe not even, [00:09:16] you know, numbers but everything. [00:09:20] Yeah. [00:09:23] Okay. One more [00:09:24] from friend of the show Jen Rudd [00:09:28] Apparently there was a change [00:09:31] that happened in pro accounts. [00:09:35] let's see anybody I know [00:09:37] what she's talking about here? [00:09:39] No, I want to explain this. So, [00:09:45] so basically, you know [00:09:47] how they used to be [00:09:49] where in a collaborator field they [00:09:51] gave the option where you could [00:09:54] just type in an email address [00:09:55] that wasn't tied [00:09:56] to a user in Airtable. [00:09:59] So just what she called a non player [00:10:03] contact, not present. [00:10:05] No, sorry, non playing character. [00:10:08] It was a gaming term [00:10:10] that I wasn't familiar with. [00:10:12] Basically you could use you [00:10:14] could create an email and that [00:10:16] person didn't have to have an account. [00:10:18] So you could use that just to refer [00:10:20] to people that were outside of the the [00:10:23] Airtable base. But now [00:10:25] apparently you're required [00:10:27] to invite that person to join [00:10:30] either as a free user or paid [00:10:33] you set the permission so they're now [00:10:36] forcing it to where you can't [00:10:38] have these outside contacts [00:10:40] in the collaborator [00:10:41] field, which is frustrating, [00:10:43] especially if you were [00:10:45] using that functionality, [00:10:46] like Jen was [00:10:49] oh that's a bummer, [00:10:50] I think did she say later in this thread [00:10:52] or was this in a [00:10:52] different thread where she said [00:10:55] that they someone said it [00:10:56] was a bug and they [00:10:57] were gonna work on fixing that or? [00:11:00] Yeah, I think I was in another thread. [00:11:06] so maybe maybe it'll get reverted. [00:11:09] I think it used to be [00:11:11] adding a collaborator [00:11:13] would add them to the base [00:11:15] and then they changed [00:11:17] collaborator to user field. [00:11:19] And then it was you could [00:11:20] use any email and then now [00:11:21] it seems to be back to how it was. [00:11:24] But it makes sense to me that that's a bug [00:11:26] because it's like flip flopping [00:11:29] functionality back and forth. [00:11:30] And that that change was fairly recent, [00:11:32] I think it was like six months ago, [00:11:34] collaborators became users. [00:11:38] Yeah, I mean, what I typically [00:11:41] for something like this is [00:11:43] I would create like a, [00:11:44] you know, a people table [00:11:46] and then I'll have a collaborator field [00:11:48] on that table [00:11:49] where if they are a user, [00:11:50] I put that field in there [00:11:52] so I can still use that for [00:11:53] interfaces. [00:11:56] But yeah, it's a bummer, [00:12:00] that's a great work around [00:12:02] and that also your workaround [00:12:04] also helps with the [00:12:05] other problem we have [00:12:06] with collaborative field, [00:12:07] they're not linked record fields, [00:12:11] so you really do need [00:12:13] another field to link, [00:12:16] collaborators only [00:12:17] tell you the person's name, [00:12:19] their email and the what they [00:12:20] look like, but they don't tell you [00:12:23] like what their role is and it's hard to [00:12:25] summarize based on, you know, Greg sold [00:12:30] 100 [00:12:32] you know, products this year [00:12:34] versus Mike. [00:12:35] So putting them as linked records, [00:12:37] gives you all the functionality and more. [00:12:40] Exactly, yeah, [00:12:42] totally. [00:12:44] And that's where their vision [00:12:46] of their connected apps [00:12:49] of their can't remember [00:12:51] that concept that they presented [00:12:52] I think will be a very common [00:12:54] use case to have [00:12:54] a user's global table [00:12:57] that has all that information [00:13:00] and can be used in any table. [00:13:03] Any base. [00:13:03] Did they say that's coming [00:13:05] or is that your wish list? [00:13:06] Because that's my wish list too. [00:13:09] Well they said that that functionality, [00:13:11] I can't remember what they call it, [00:13:13] The global tables. Global shared, [00:13:22] what was it like vetted data. [00:13:25] It was something along [00:13:27] those lines where you have [00:13:29] a consistent set of data [00:13:32] that you use across [00:13:34] so expanding on the sync, [00:13:36] features that they currently have [00:13:38] in place and sort of fleshing that out so [00:13:40] you can have one list of users [00:13:43] and just use that everywhere. [00:13:46] I'm really looking forward to that. [00:13:49] Like I don't know [00:13:50] if anyone here has gotten [00:13:51] really into the minutia [00:13:53] of syncing tables [00:13:54] and how it affects performance, [00:13:56] but it definitely does affect performance, [00:13:59] especially if you have a lot of syncs [00:14:01] going out from a base. [00:14:03] So I hope [00:14:04] that would actually help all of it. [00:14:06] So if you've got like, you know, [00:14:08] a table of users or like maybe you have [00:14:10] locations of a business or something [00:14:13] Instead of having to sync that out [00:14:15] from one place into 10 other places, [00:14:16] it would be great to just grab it here, [00:14:18] grab it there. I mean hopefully that'll [00:14:20] reduce the load on the performance [00:14:23] that syncing does. So you've seen with a [00:14:25] lot of syncs, you've seen a [00:14:27] significant decrease in speed? [00:14:30] Yeah, absolutely. [00:14:31] And that's one of the [00:14:33] larger bases I work in. [00:14:35] In fact one of the most cumbersome [00:14:38] bases that Airtable has, proud of that, [00:14:41] that from Airtable's engineering team [00:14:43] we are on the list. [00:14:45] So, wow, that's [00:14:47] that's sort of a compliment, I think. [00:14:53] I don't know how I feel [00:14:55] about that, but I expected it. [00:14:58] Yeah, [00:15:00] yeah, yeah, we'll see. [00:15:02] So yeah, that could definitely [00:15:05] change behavior on [00:15:06] collaborator fields, [00:15:08] which maybe they won't like [00:15:09] because then you're not forced [00:15:11] to invite people in, [00:15:16] so we'll see, we'll keep you up to date [00:15:18] if this changes or reverts back or they [00:15:21] fix it. I can see them maybe [00:15:23] making this optional [00:15:24] as a quick way to invite users [00:15:26] but not enforcing it, you know, [00:15:29] at an option that says [00:15:32] now just use as a as the email [00:15:35] writer if you just say skip [00:15:37] like in the lower left corner of that box. [00:15:39] Yeah. Through that invitation. [00:15:43] It's a scary thing, right? [00:15:45] Like if the wrong person [00:15:47] put something in there [00:15:48] without knowing what they're doing [00:15:50] and all of a sudden you've got [00:15:51] a privacy issue [00:15:52] on your hands and that's all too [00:15:53] easy to have happen. [00:15:58] Yeah. Yeah. [00:16:00] All right. Let's move on. [00:16:10] Did we lose Dan? [00:16:11] I think we lost Dan. [00:16:13] Okay. I thought it was just me. [00:16:16] I figured it would be because [00:16:18] I'm still on my hot spot. [00:16:23] But [00:16:26] twitter [00:16:29] twitter [00:16:31] a couple. [00:16:39] What do we do? [00:16:41] Before the show was I just [00:16:43] not talking about how the internet is [00:16:45] so amazing at connecting all of us? [00:16:49] Did I drop off? [00:16:51] You able to hear us Dan [00:16:54] or No? No, probably not. No [00:16:57] it was everything was spinning it. [00:17:00] I'm losing connection today. [00:17:02] All right. We'll give it another try. [00:17:05] So this is a post from Lenny. [00:17:07] I don't know where he's from. [00:17:11] Looks like a [00:17:14] podcast runs a podcast [00:17:16] and did an interview with, [00:17:19] Did anybody meet Zoe [00:17:21] I don't know how to say her name. [00:17:23] Sorry Zoe I think she went by Zoe [00:17:24] I met her [00:17:25] she's no longer at Airtable, [00:17:28] but she was an early marketing [00:17:31] person at Airtable [00:17:33] and and has since left [00:17:35] but she's talking about how in the [00:17:38] early days of Airtable, [00:17:40] which apparently precedes me [00:17:42] because I did not get this [00:17:44] talking about swag that [00:17:45] they gave away. They used to give out, [00:17:48] give out airpods and, [00:17:51] wow. Yeah, [00:17:53] with with Airtable logos on them, [00:17:58] That's what? [00:17:59] Alli. Alli has got them. [00:18:02] Oh my God, that's amazing! [00:18:06] Where was I? I won that [00:18:11] I won them in a formula contest [00:18:16] in 2018 I think. Yeah, [00:18:21] you're the first, [00:18:23] I haven't seen anybody [00:18:25] showing those off [00:18:26] since I've been in the world of Airtable. [00:18:29] Yeah. And Alli [00:18:30] those have been sitting right next [00:18:32] to you within arm's reach this whole time. [00:18:34] To [00:18:35] to be fair, I don't have a back. [00:18:41] Yeah, [00:18:43] yeah, I got some recent swaggers [00:18:46] in the assume you all did. [00:18:48] So they have been [00:18:49] generous with swag. [00:18:51] I haven't gotten any ipods or or airpods [00:18:56] or backpacks, it's a good backpack. Yeah, [00:19:05] Alli? [00:19:05] Over your right shoulder. [00:19:08] We're nerds. [00:19:12] I also have [00:19:14] I [00:19:14] love it, [00:19:16] wow, [00:19:19] I am so far behind on swag. [00:19:21] I thought I was doing well [00:19:22] on the swag department, [00:19:23] but now you gotta go to [00:19:25] the Airtable conferences. Okay. All right, [00:19:28] I gotta go this year. [00:19:32] Yeah. [00:19:35] So yeah, Airtable has [00:19:38] been pretty good at us. [00:19:40] But she [00:19:46] yeah. [00:19:48] Oh Dan we lost you again for a second. [00:19:53] Oh [00:19:54] no [00:19:57] I think I'm back. [00:20:00] I'm talking about giving high end [00:20:02] swag instead of just kind of the the cheap [00:20:04] stuff. Well [00:20:09] the full interview if you want to [00:20:11] learn about the early days of marketing at [00:20:12] Airtable [00:20:14] there's a full interview there. [00:20:17] Okay one more. [00:20:18] Hopefully before I get kicked off again [00:20:21] this one came [00:20:26] you can hear me? I'm back. Yes. [00:20:29] Yeah. Okay. Okay one more. [00:20:32] This one comes from [00:20:33] Troy who runs automation [00:20:35] ace a consulting group for Airtable. [00:20:38] Talking about the just actually this is [00:20:41] in response to somebody [00:20:43] saying they lifted the limits [00:20:46] of 30 automations. [00:20:47] And so it looks like it increased to 50 [00:20:50] I think I knew that I can't remember [00:20:53] if that's how new that is. [00:20:55] But I thought it was worth mentioning that [00:20:58] Even if the automation is inactive [00:21:01] it counts against your [00:21:02] your limit and so you [00:21:03] can't just turn some off [00:21:05] if you have any [00:21:06] there it counts against your 50. [00:21:08] Which can be frustrating. [00:21:10] Yeah they need a search bar now [00:21:13] because I was working [00:21:15] in a very complex base [00:21:17] that had not 50, it had something like [00:21:20] you know 25 or so automations but I [00:21:23] needed to find [00:21:24] and there were so many sections [00:21:27] I could not find the automation [00:21:29] I was looking for. [00:21:30] So now that the limit is [00:21:31] higher when it was like 10 [00:21:33] or whatever the original limit was, [00:21:34] you didn't need a search part [00:21:36] made perfect sense. [00:21:38] Not but now there's 50 and and [00:21:40] sections. So I have to open them all up [00:21:44] to see what I'm looking at but more. [00:21:52] My God. [00:21:56] Yeah. And you know the other thing [00:21:58] that I really really really need is [00:22:01] notifications of automations [00:22:04] that have failed. [00:22:06] It only goes to the last person, [00:22:10] the last person who turned on [00:22:13] the automation [00:22:15] and so so which is really bizarre [00:22:18] because you actually don't know [00:22:20] where the email automations [00:22:21] I mean the error [00:22:22] error emails are going [00:22:25] and so and then and then once [00:22:27] you do sort of figure it out, [00:22:28] you have to pick [00:22:29] like one person say, okay, [00:22:30] go through these automations [00:22:32] and turn them off and [00:22:32] turn them on again [00:22:34] and you will be the one [00:22:35] who gets these error emails, [00:22:38] yep, no fun. [00:22:42] I know, I know right, [00:22:47] improvement. We just came up with [00:22:49] three major improvements today. [00:22:50] All three of us, [00:22:52] this is why we do the podcast. [00:22:55] Their product development team [00:22:57] is has to be watching this every week. [00:22:59] We give the best ideas [00:23:02] well based on how [00:23:03] often they're implemented. [00:23:05] My guesses are probably not [00:23:07] listening [00:23:11] may be if you are [00:23:14] let us know in the comments [00:23:18] right [00:23:20] our Round the Bases of [00:23:21] what's going on in the Airtable community [00:23:25] awesome. [00:23:26] I was just gonna say [00:23:28] I learned the other thing that [00:23:30] swag stands for, it's an acronym. [00:23:33] It stands for stuff we all get, [00:23:36] Is that real? [00:23:40] That's hilarious. I did not know that. [00:23:43] I didn't know that. Not all of us. [00:23:45] I don't have [00:23:46] what happened there? [00:23:51] Yeah, [00:23:55] that is hilarious. [00:24:00] Alright, I'm back. [00:24:03] Yeah, we learned the definition of swag. [00:24:06] All right, let's move on [00:24:08] to our primary sponsor. [00:24:12] If I can stay live with us, [00:24:14] keep cutting out [00:24:16] On2Air's an all one toolkit to [00:24:19] run your business on Airtable [00:24:21] or with your Airtable [00:24:23] business. [00:24:31] So today we're going to continue [00:24:34] with our case, [00:24:36] a new feature that just went [00:24:38] live last week. We have now the abdu [00:24:42] implement a concept of saving [00:24:44] your form as a draft. [00:24:46] And so sometimes if you have [00:24:48] a large form and you don't want [00:24:50] to force people to have to [00:24:52] fill it all out [00:24:52] right in one sitting, [00:24:54] we now have the ability [00:24:56] to save it as a draft. [00:24:57] And the cool thing is it [00:24:59] actually saves in your Airtable base [00:25:01] as a draft and we [00:25:02] implemented something unique. [00:25:04] I don't think I've seen this [00:25:06] anywhere else. [00:25:07] But what we do is we allow you [00:25:10] to select a field [00:25:11] that acts as sort of your [00:25:12] status field. So a common use case [00:25:15] would be a status drop down field but it [00:25:18] could be a text field [00:25:19] or another type of field. [00:25:22] And basically what you do is [00:25:24] you we automatically [00:25:26] set up that if they're saving it [00:25:28] as a draft, then [00:25:29] it will set the status field [00:25:30] to draft or whatever field you select. [00:25:33] And then if they if they submit it as [00:25:36] completed then you can change that status. [00:25:39] That status field to [00:25:41] Something else actually wanted to be [00:25:46] actually I'm gonna refresh my fields. [00:25:48] I think I just updated and added a new one [00:25:57] in this [00:25:57] review. Yeah, there we go. [00:26:00] So so what now [00:26:01] what this does is if I look at [00:26:04] the preview, [00:26:06] I'm gonna open this up in a new tab. [00:26:09] Our [00:26:11] view, the [00:26:21] keep [00:26:22] a new one. You can now [00:26:25] there's now a save as draft. [00:26:28] And so the cool thing about [00:26:31] this is [00:26:33] if you save it as a draft [00:26:35] and the required fields [00:26:36] it will bypass checking them [00:26:38] or requiring them. [00:26:39] And so if I don't put a title [00:26:42] there or location I can [00:26:44] still save it as a draft. [00:26:47] And what that will do is [00:26:49] it will give you a U. R. L. [00:26:51] And you can just copy this [00:26:52] U. R. L. And then you can now [00:26:54] revisit that record [00:26:56] and continue editing it. [00:27:00] And if you look [00:27:05] in the Airtable with the status [00:27:08] that you specified where the click [00:27:12] tonight [00:27:14] and so now it will [00:27:20] draft [00:27:23] and [00:27:24] then if I [00:27:27] yeah [00:27:35] sure. [00:27:37] It [00:27:46] I [00:27:46] don't know [00:27:48] is this when we should have had like [00:27:50] stand up comedy routines prepared [00:27:51] to say I should have brought puppets. [00:27:54] I actually have a [00:27:57] yeah, you hear me Scott? [00:28:01] Oh now I heard you, yes. [00:28:04] But we cannot see your Yeah, [00:28:07] the screen is white. Yeah, [00:28:10] maybe I'll [00:28:12] put in the chat [00:28:20] All right, [00:28:24] can you hear me now? Am I back? [00:28:28] I'm back. Alright, sorry about that. [00:28:31] Okay, so now [00:28:34] if I were to complete it [00:28:40] did not submit [00:28:42] as [00:28:47] as a finished [00:28:50] now, it will update and it will update the [00:28:54] status to the completed status and [00:28:57] then update all the other fields. [00:29:00] So very cool trick to [00:29:02] work with forms that [00:29:03] are long and need partial submission [00:29:07] and it will actually save it. [00:29:09] So one of the use cases is being able to [00:29:12] email people and let them know that [00:29:14] they haven't finished it [00:29:16] because you'll have the partial [00:29:18] information saved an [00:29:19] Airtable and you'll know [00:29:21] based off the status field [00:29:22] that it's still being [00:29:24] worked on until it changes [00:29:25] to the status, then, [00:29:27] you know, that they completed it. [00:29:29] So check that out at on2air.com/forms [00:29:33] and we'll get you access to the, [00:29:35] the new forms standalone [00:29:37] product that we launched. [00:29:40] That is really awesome [00:29:43] Scott. You ready? [00:29:45] Yes. [00:29:49] Got Scott with us, [00:29:50] I'm gonna turn away, [00:29:52] I'm gonna keep dropping so you might not, [00:29:55] again, if I keep dropping, [00:29:56] but hopefully it still works [00:29:58] with you going, [00:29:58] so [00:30:00] okay, [00:30:01] if you want to share [00:30:02] your screen or anything [00:30:06] and Dan, that was really cool. [00:30:08] Would you just show that [00:30:10] was like a longstanding [00:30:10] request of many people. [00:30:12] Like is there any form software [00:30:14] out there where we could [00:30:15] save our form as a draft [00:30:19] Now there is [00:30:23] okay, I'm just gonna [00:30:25] try to share my whole [00:30:28] window here. Let me see if this [00:30:30] goes, [00:30:35] okay you're on [00:30:37] okay, perfect. [00:30:39] So there has been over the last [00:30:43] couple of months, [00:30:45] there's been a hole [00:30:47] in the airtable community [00:30:49] because a lot of us [00:30:51] we actually got first involved [00:30:53] in the Airtable [00:30:54] community based on this great discussion [00:30:57] forum that Airtable used to have [00:30:59] on their website. [00:31:00] It was based on this discussion [00:31:03] forum software called discourse [00:31:06] and it was great [00:31:07] because it really inspired conversations [00:31:10] and the newest hottest conversations [00:31:12] would would levitate to the top [00:31:15] and people could easily [00:31:18] and quickly get involved [00:31:20] in really productive conversations [00:31:23] and insightful conversations and it really [00:31:26] brought a lot of us together [00:31:29] and then in December Airtable [00:31:31] pulled the plug on that forum [00:31:34] and they replaced it [00:31:36] with a new forum that [00:31:38] that is more of a blogging platform [00:31:41] and it hasn't really [00:31:42] had the same cohesive [00:31:45] community building effect. [00:31:47] In fact, we feel like many of us feel [00:31:50] like it actually had the opposite effect [00:31:52] because the software is so difficult [00:31:54] to use and follow and engage that a lot of [00:31:56] people stopped visiting that forum [00:32:00] and so I am announcing today [00:32:03] tableforums.com [00:32:05] which is the unofficial Airtable [00:32:08] discussion community [00:32:10] and it's a place where you can [00:32:13] discuss Airtable [00:32:15] with peers and experts and it [00:32:18] is based on the familiar discourse [00:32:21] software that everybody loved from before. [00:32:25] And we've already got some [00:32:26] of the stars in the community [00:32:28] already posting there. [00:32:29] You can see Hannah is posting [00:32:31] about On2Air forms and On2Air backups. [00:32:33] Bill French is posting there [00:32:35] Kuovonne has already posted some [00:32:38] incredible tips there. [00:32:39] So we've got Justin Barrett is posting, [00:32:43] we've got all your favorite people [00:32:46] already starting to post there [00:32:48] and this is gonna be [00:32:50] like a very exciting place. [00:32:51] I feel to sort of bring back [00:32:54] the magic of the old community [00:32:57] for anything [00:32:58] related to Airtable [00:33:00] news about Airtable [00:33:01] external apps that have something [00:33:04] to do with with Airtable. [00:33:06] Oh, I see, I have this [00:33:08] this, this is actually wrong, [00:33:10] you shouldn't say that [00:33:11] they're so I'm still [00:33:11] modifying the descriptions there. [00:33:14] And another cool thing about this forum is [00:33:17] that we are tying it into the BuiltOnAir [00:33:22] slack community. So when new messages [00:33:26] are posted here, there is a new channel [00:33:29] in the slack community called Airtable [00:33:32] forums and [00:33:34] the new discussions here [00:33:36] will show up in the slack community. [00:33:38] So it'll be a very easy way [00:33:40] for people that are already [00:33:41] in the slack community [00:33:42] to know when there's new activity [00:33:45] happening here in the forums [00:33:48] and people can [00:33:49] come and check it out [00:33:50] and post and ask questions. [00:33:52] So this will be [00:33:53] hopefully the most exciting place [00:33:56] on the web for people to ask questions, [00:33:59] discuss Airtable, [00:34:01] get answers from experts, [00:34:03] and I really hope that it just has [00:34:06] a lot of a lot of magic [00:34:08] and helps people get into [00:34:10] the Airtable world, [00:34:11] just like it got me [00:34:12] into the Airtable world, [00:34:13] that was, I probably should have [00:34:14] led with that by saying [00:34:16] that that's what actually sucked me into [00:34:18] airtable was the original [00:34:20] Airtable community. [00:34:22] Because I don't think I would [00:34:24] have fallen so deep down [00:34:26] the rabbit hole if it [00:34:27] wasn't for that first community [00:34:29] that was based on this software. [00:34:31] So we're bringing back the magic, [00:34:37] it's like looking at an old friend, [00:34:40] we're excited, [00:34:41] It is like looking at an old [00:34:43] friend, and by the way, [00:34:45] these categories [00:34:46] were still building them out. [00:34:48] You can see we've got some things [00:34:50] really separated here and what we think [00:34:52] will be the most useful categories [00:34:54] for people. We're gonna be doing some cool [00:34:56] things with the show and tell, [00:34:59] we're gonna be highlighting [00:35:01] superstars in the community here. [00:35:04] I'm planning on doing [00:35:05] video interviews with [00:35:07] people that we're gonna put there [00:35:09] in the future. [00:35:10] I'm gonna start putting a [00:35:11] lot of tips and tricks in this section, [00:35:13] We're gonna hope that people put job [00:35:15] postings here, [00:35:16] so hopefully, you know, [00:35:18] the goal is to make this like, [00:35:20] a really active community that [00:35:22] will tie into the BuiltOnAir [00:35:25] slack community, [00:35:26] so we can sort of bounce back [00:35:27] and forth between these two [00:35:29] wonderful communities, [00:35:30] one of the reasons that [00:35:32] you know Dan has helped me set this up [00:35:34] as well, Dan and I are sort of like [00:35:36] putting our brains together for this. [00:35:39] And one of the things about the slack [00:35:42] community is slack in general [00:35:45] is a little trickier, you know, [00:35:48] to keep track of conversations, [00:35:51] you can sometimes [00:35:52] get lost in threads and it's [00:35:54] not as easy to search and so it's, [00:35:58] you know, it's a little more complex [00:36:00] and it also adds [00:36:01] a little more friction for [00:36:02] people who don't want to [00:36:04] download an extra app. [00:36:05] What's cool about this is it's [00:36:07] easy to stay on top of your [00:36:09] favorite conversations, it's web based, [00:36:11] so you don't need any other apps. [00:36:13] Well, I guess slack has a web version too, [00:36:15] so but it's a little bit, [00:36:17] it's a little bit lower [00:36:19] friction and a little [00:36:20] easier to search. So I think that those [00:36:22] are some of the advantages for that. [00:36:24] For slack, you can't publicly [00:36:27] browse a community, I don't believe, [00:36:29] but with discourse in your table forums, [00:36:32] you would be able to at least search [00:36:34] for a similar question [00:36:35] if someone has already asked it [00:36:37] and if the answer is [00:36:38] there, you've got it and if [00:36:40] there hasn't been a question asked, [00:36:41] then you would create an account [00:36:43] and start engaging [00:36:44] or if you're just a nerd, [00:36:45] you would make an account anyway [00:36:47] and just sort of be part of the community. [00:36:50] Right. Right. [00:36:52] Yeah, exactly. So this would be [00:36:55] a little bit easier in those regards [00:36:59] and yeah, it's also another [00:37:01] cool thing about the distance. [00:37:08] Oops, [00:37:09] go ahead. [00:37:10] Oh, no, go ahead. [00:37:17] Can you hear me, Dan? [00:37:19] I think he was saying he was excited. [00:37:24] Yeah, I'm excited too. It's also really, [00:37:28] really easy, you know, [00:37:29] to edit your post, I'm back. [00:37:31] Oh, you're back, [00:37:35] you're still frozen to me, [00:37:38] Kamille. I just noticed [00:37:41] your [00:37:42] rose [00:37:44] just saying, I'm, [00:37:45] I'm excited to, to part with. [00:37:51] Oh, can you try saying [00:37:53] that one more time, Dan? [00:37:56] Well, [00:37:59] oh, you know what, [00:38:00] I wonder if he has access [00:38:01] to the chat, if he types it up, [00:38:02] I can say what he's, [00:38:04] you type up what you're saying. [00:38:08] I don't know if you can even back. [00:38:12] All right, [00:38:15] Dan, you were excited, [00:38:20] but I'm excited. So excited. [00:38:23] I couldn't, I couldn't keep it in. [00:38:25] Yeah, just just saying excited to [00:38:31] am I still here? [00:38:32] Yes, yes, no. Can you hear me? Yeah, [00:38:39] just excited to participate with, [00:38:42] with Scott and sponsor [00:38:44] the new forum and like, [00:38:46] like Scott mentioned, we'll [00:38:48] announce in the slack community [00:38:51] where you can [00:38:51] see every question that gets posted [00:38:54] in the forums, there will be a channel [00:38:57] in the, in the BuiltOnAir slack [00:38:59] so you can see them all [00:39:01] and link over to them [00:39:02] and yeah, hopefully everybody joins [00:39:05] and participates in in that community [00:39:08] and answer questions. [00:39:12] Yeah, I'm super excited. [00:39:13] I think you could, [00:39:14] you could even tell like what [00:39:15] Kamille was saying. [00:39:16] It's like seeing an old friend [00:39:18] like it's so easy to interact [00:39:19] with discourse, it's so easy [00:39:21] to write posts and make links [00:39:23] and embed things. [00:39:23] It's just, [00:39:25] you know, it's, it really, [00:39:27] it's conducive for conversations, [00:39:29] which is what I love the most [00:39:31] about it and so hopefully [00:39:33] will hopefully will be [00:39:34] successful and people really flock [00:39:36] to it and it will grow over time. [00:39:38] Yeah, there there are just certain types [00:39:41] of questions that are easier to answer [00:39:44] depending on what platform you're using. [00:39:46] So there's a very large facebook [00:39:48] community that's sort of [00:39:50] helmed by Chris Dancy [00:39:51] which is great for really [00:39:53] short questions because it's facebook, [00:39:55] if someone is like, there's something [00:39:57] wrong with my formula. [00:39:59] I hate typing formulas [00:40:00] in just regular comment boxes is [00:40:02] terrible and with slack [00:40:04] in the BuiltOnAir community, that's [00:40:07] like the perfect medium [00:40:09] for a lot of different types [00:40:11] of questions unless I have [00:40:12] to do a lot of, you know, [00:40:14] a lot of code. [00:40:15] Like if someone has a javascript [00:40:16] question, it's difficult for me [00:40:18] because I'm typically [00:40:20] on my phone with slack, [00:40:21] but the original Airtable community [00:40:24] was like perfect [00:40:25] for answering specifically [00:40:27] those types of questions [00:40:29] and all other questions too. But just [00:40:31] you had the screen real estate, [00:40:33] The editor was just nice and clean. [00:40:34] It didn't get in your face, [00:40:36] You could add links [00:40:37] pretty easily and all that and [00:40:39] so you know, looking forward to [00:40:41] being able to be helpful again [00:40:44] on TableForums. [00:40:45] Totally. [00:40:47] That was very well said [00:40:48] that is so well said [00:40:49] because I'm looking forward to [00:40:50] being helpful again too, [00:40:52] it was too hard to help others [00:40:55] on that new platform [00:40:57] that that that was created. [00:41:02] Beautifully said. [00:41:06] So that's it. I'm very, oh, I guess [00:41:10] he controls the show so [00:41:13] I don't know what to do from here. [00:41:18] I was doing those, [00:41:19] those pauses like that applause [00:41:21] for the host to come in and [00:41:23] yeah, yeah, yeah, [00:41:30] Dan? [00:41:32] I think I'm back. [00:41:34] Yay, [00:41:36] welcome back. [00:41:40] I guess you guys can't share [00:41:42] your screen right [00:41:43] without Dan being able to, [00:41:44] we can prep our our screens [00:41:47] to be shared, but we can't, [00:41:50] you know, broadcast them [00:41:52] and now he's not here. [00:41:54] So that's so this is, [00:41:55] is this where we bring out [00:41:56] the puppets? [00:41:57] Or this is where we bring out the puppets. [00:42:03] should I show you my [00:42:04] that I actually have [00:42:06] Alli, you were saying [00:42:07] like on a previous show that in [00:42:09] regards to the forums [00:42:10] that just like me, [00:42:12] you fell in love with Airtable [00:42:13] because of the previous forums. [00:42:16] I absolutely did. Yeah, no doubt about it. [00:42:18] Just people at the willingness of people [00:42:21] and I find that [00:42:22] not just in the Airtable forum [00:42:23] but you know, across all the [00:42:25] platforms that we're all a part of [00:42:27] which I think is amazing. [00:42:29] Super excited for the launch of this [00:42:31] new forum Scott, thank you for putting [00:42:32] it together. [00:42:33] Ah you're welcome. Thank you. [00:42:35] Thank you guys for being a part of it. [00:42:39] You want to mention the perk? [00:42:43] Oh yeah, yeah, so Dan and [00:42:45] welcome back Dan. Yeah, [00:42:48] so Dan and I are joining [00:42:51] forces were both financially [00:42:53] supporting the new forum. So it'll be, [00:42:55] it's like a joint venture between [00:42:57] Scott World and BuiltOnAir and we also [00:42:59] wanted to get people you know [00:43:01] excited about using it. [00:43:03] So Dan and I were talk [00:43:04] Talking about a great little perk [00:43:07] that for the 1st 50 people who post in the [00:43:10] forums will reward them with a [00:43:13] special badge [00:43:14] that they can carry with them [00:43:15] forever on their profile. [00:43:18] That will say, [00:43:20] founding contributor, [00:43:23] I love that. Can I make a request? [00:43:28] Can we preserve one [00:43:31] for the mysterious W Vanderhall [00:43:35] if he ever returns? [00:43:38] Yes, yes, yes. [00:43:41] 49 people. [00:43:44] 49 people. [00:43:47] And then the 50th will be reserved [00:43:49] for W. Van Hall. Did I say his name right [00:43:52] away [00:43:55] just in case you know [00:43:59] that he comes back. [00:44:01] If we could get him back, that would be [00:44:03] that would be like one of those like [00:44:06] cold case podcasts [00:44:07] we could do on finding W [00:44:08] Van. Honestly, [00:44:09] we would for for the table forums, [00:44:11] we would probably have to do [00:44:13] like a preservation [00:44:15] like, like this day in Airtable history [00:44:19] where we take one of his solutions from [00:44:22] like the ancient forums [00:44:23] which are probably [00:44:24] now difficult to find because they [00:44:25] are at least four years old. [00:44:27] So finding whatever topics those were. [00:44:29] But moving them to the new ones [00:44:31] that people can find it [00:44:32] as they're actively [00:44:33] engaging and then [00:44:34] pointing out how [00:44:36] so much has changed [00:44:38] since the very roundabout but solid [00:44:41] solutions were come across. [00:44:43] I think it just would be [00:44:44] a fun little mini series. [00:44:45] I love it. I love it. [00:44:47] I think we have a new [00:44:48] project for this year. [00:44:50] Okay. [00:44:52] It's great. It's great [00:44:53] to get him on the podcast. [00:44:55] We gotta find him. Yes. [00:45:01] Right. [00:45:03] If you're listening, [00:45:05] I'm gonna move on. [00:45:07] My internet completely goes out. [00:45:11] So we're gonna go on Scott. [00:45:13] Thank you for sharing that. Thank you. [00:45:16] So next we've got Kamille [00:45:19] gonna share some automation [00:45:24] is my screen showing. [00:45:27] Yes. Yes. Okay, [00:45:29] so this came up quite literally [00:45:32] yesterday and Scott, [00:45:34] you pointed out earlier, [00:45:36] I'm wearing a floral shirt [00:45:37] and I'm doing a make demo [00:45:38] what better day to do so than [00:45:41] with Scott Rose with us. [00:45:44] So we've had a client [00:45:46] who, [00:45:47] you know, it was [00:45:49] more complicated than what I'm showing [00:45:51] because what they needed [00:45:52] to do was send their clients [00:45:54] their customers [00:45:55] to stripe to pay for something and [00:45:57] then redirect them to a Calendly page [00:45:59] where they book some sort of follow up [00:46:01] appointment and then after [00:46:04] that's done a bunch of other things. [00:46:06] But what the issue with that was [00:46:09] they needed to [00:46:11] take when a Calendly appointment [00:46:15] was booked and modify the Airtable record [00:46:18] associated with it in some way. [00:46:22] So I was looking through [00:46:24] and you can pre fill a [00:46:26] Calendly link [00:46:27] with whatever fields are showing. [00:46:31] So that includes the location, [00:46:34] the person's name, their email [00:46:36] if you have any custom [00:46:37] questions you can pre [00:46:38] fill those but you couldn't [00:46:40] pre fill hidden fields. [00:46:42] And I was banging my head [00:46:43] against the wall as to what do I do? [00:46:45] I need to pass the record I.D. [00:46:48] In this case for sites through to [00:46:50] Calendly and then back from Calendly back [00:46:53] into Airtable. [00:46:54] And originally I thought [00:46:56] my solution would just be okay. [00:46:58] I just have to have a [00:46:59] field that shows to the user [00:47:02] and hope they don't type in it or edit it. [00:47:05] But eventually I settled [00:47:07] on a workaround which isn't too bad. [00:47:11] I think what I'm doing [00:47:13] is using U. T. M. Tracking. [00:47:16] I think it was last [00:47:17] episode or the episode before [00:47:19] we had talked about [00:47:20] how we don't know what U.T. M. [00:47:22] Stands for. The U. Stands for Urchin [00:47:24] and I don't know why [00:47:26] but these are typically used [00:47:28] to say for marketing campaigns [00:47:31] when someone clicks on a link [00:47:33] for you to know they [00:47:34] got this link from google or [00:47:36] they got this link from facebook [00:47:38] and that helps you know [00:47:39] which of your marketing [00:47:40] platforms are the most successful. [00:47:43] There's U. T. M. Source [00:47:45] campaign and then a [00:47:46] couple other U. T. M. Properties [00:47:49] that you could pass through any URL and [00:47:51] Calendly [00:47:52] is no exception. And they actually include [00:47:56] the U. T. M. Parameters when [00:47:59] subsequent api calls are made [00:48:01] which means I can pre fill [00:48:03] the name and the email [00:48:05] and location as I previously said. [00:48:07] But I could also pass the U.T. M. Source [00:48:10] as record I. D. [00:48:11] It doesn't really matter [00:48:13] which UTM parameter I [00:48:14] use I chose source because [00:48:16] source record I. D. [00:48:17] It just made sense to me. [00:48:19] What you're seeing here is [00:48:21] a button field [00:48:22] with a formula concatenating the [00:48:24] simple link to the Calendly form. [00:48:27] And then of course I'm doing query [00:48:30] parameters to [00:48:32] fill the name, Making sure to use [00:48:34] encode URL component [00:48:35] to make sure that that [00:48:36] link comes in fine [00:48:37] without any spaces or weird characters [00:48:40] and then putting in the record I. D. [00:48:42] The record id is always alpha numeric with [00:48:44] no spaces. So I don't [00:48:45] actually need the URL component there. [00:48:48] So the idea is you would email [00:48:51] your clients or your customers [00:48:55] this link to them. [00:48:56] So I'm gonna do one that doesn't [00:48:59] have to walk through date pre filled. [00:49:02] They would click this link, they would [00:49:05] pick a time [00:49:08] and on the next page [00:49:09] you'll see I have john doe [00:49:11] my email and the location all [00:49:13] pre filled because that was [00:49:15] what I specified in my [00:49:19] in my U. R. L. Parameters. [00:49:21] But if I look at this [00:49:23] and look all the way at the [00:49:24] end U. T. M. Source is still in there, [00:49:28] the record I. D. And it's not being [00:49:31] displayed to the user. [00:49:32] So unless someone was [00:49:33] really focusing on the U.R. L. [00:49:35] Which absolutely no one does [00:49:37] unless you're looking for something, what [00:49:40] I'm doing now is just scheduling [00:49:43] none the wiser. I click the schedule event [00:49:46] and then I'm gonna sit here [00:49:49] and I'm going to watch. [00:49:51] Well you will notice that [00:49:52] the walk through date [00:49:54] has now been pre filled [00:49:55] with the date that I selected. [00:49:56] That is accomplished with a very simple [00:50:00] make scenario. So I'm starting off by [00:50:03] watching for events. [00:50:05] So when you're using make [00:50:07] and you're using this module, [00:50:09] you can see when [00:50:10] someone [00:50:12] schedules an event or when they [00:50:14] canceled it and or when they cancel it, [00:50:17] I have only enabled [00:50:20] when someone's schedules [00:50:22] and then I'm getting, let [00:50:25] me actually go to [00:50:27] history to sort of explain [00:50:30] a gotcha that I found in doing this. [00:50:33] So when you watch for events, [00:50:35] this is the output that you get, [00:50:36] you have two similar parameters [00:50:39] that come through event [00:50:42] and the U.R. I. The U. R. I. [00:50:44] If you were to look this up [00:50:46] would give you this exact set of [00:50:49] information but event [00:50:51] you know, this starts off, [00:50:53] you'll notice that the first [00:50:55] part of the U. R. I is the same value [00:50:59] as event. So it's adding some things [00:51:02] specific to this person [00:51:05] acknowledging that they're [00:51:06] going to go to this event [00:51:08] but you'll notice the parameters [00:51:10] that come in, [00:51:11] it doesn't include the date of [00:51:12] the event and that's the part [00:51:14] that I need in order to get that [00:51:17] I have to get the [00:51:18] event using the event parameter. [00:51:21] Hopefully that makes sense. [00:51:22] If I look at the configuration [00:51:25] for this module, [00:51:26] I'm pulling in the event and not [00:51:29] the U R. I. [00:51:30] I pulled in the U R. I. [00:51:31] I'd get the same set of parameters again. [00:51:34] Instead I want this different set [00:51:36] of parameters which will give me the start [00:51:38] time and the end time in addition [00:51:40] to a couple of different things [00:51:43] that weren't [00:51:43] in the original batch of data. [00:51:47] Once I have the start time then [00:51:49] all I'm doing really [00:51:51] is passing in that start [00:51:53] time to the field so I'm logging it in. [00:51:55] Of course you can make this more [00:51:57] complicated. You'll notice [00:51:59] there's no error handling really. [00:52:01] This is just to give you an idea [00:52:04] of what one might do if you needed to have [00:52:07] someone scheduling a Calendly [00:52:10] appointment affect Airtable in some way. [00:52:13] This is the solution I had come up with [00:52:16] that doesn't rely on using a field that [00:52:19] is visible to your potential customers. [00:52:24] That is so cool. [00:52:27] I have a question, [00:52:29] did you want to [00:52:29] say? I'm sorry? [00:52:30] No, no go right ahead. [00:52:32] Did you, [00:52:33] is it required for you to use U. T. M. [00:52:36] Underscore source in order [00:52:37] for Calendly to keep it [00:52:39] as part of the link. [00:52:40] Like if you had labeled it anything [00:52:41] else, would it drop it? [00:52:43] Yes. So I can't just put in random stuff. [00:52:46] If you had you'll see [00:52:48] one of the parameters. [00:52:49] Here's question and answers. [00:52:50] If I go back. [00:52:54] You know [00:52:55] if I had custom questions in here, [00:52:57] technically this is a custom [00:52:59] question. It comes in by [00:53:01] default but it's custom. [00:53:02] If I wanted to pre fill that you [00:53:05] would do another URL [00:53:07] parameter ampersand a [00:53:08] one equals. And then whatever [00:53:11] that field is supposed to equal. [00:53:14] If I wanted to do something else [00:53:17] it would be a two or a three [00:53:19] continue on for how many fields I have. [00:53:21] But if it's not a field in Calendly if [00:53:24] I don't have a field prep [00:53:26] for that [00:53:27] I can't fill that in in the U.R. L. [00:53:30] And have it passed. It won't take. [00:53:32] So that's why I was looking at [00:53:34] okay well what can I fill? [00:53:36] I could dump stuff [00:53:38] in the location field but if you [00:53:40] use like Calendly lets you [00:53:42] preset some like a zoom link [00:53:45] or a google meet link [00:53:47] and my client was using that [00:53:48] so I couldn't use location [00:53:50] field they were already [00:53:50] using it for something else [00:53:52] and I need the person's name [00:53:53] and I need the person's [00:53:54] email. So what field can I fill in? [00:53:58] Well I noticed under tracking it includes [00:54:02] campaign source, medium content term [00:54:05] and for some reason Salesforce unique I.D. [00:54:08] if I wanted to be cheeky, [00:54:10] I could have used Salesforce [00:54:12] unique ID because that [00:54:13] seems really, really favoritism. [00:54:17] It's what it boils down to. UTM [00:54:20] is all universal parameters [00:54:23] and Salesforce is very specifically [00:54:26] one company [00:54:26] so long, you know, [00:54:29] make a long answer short. [00:54:32] You could use any of the other U. T. M.s [00:54:35] or Salesforce IDs, [00:54:36] but you can't just put [00:54:38] some random like [00:54:39] the name of your question. [00:54:40] That's not how [00:54:42] Calendly would pass the information. [00:54:44] It just wouldn't pass through. [00:54:45] Amazing that that I think [00:54:47] it's hard to understate [00:54:49] what what a breakthrough [00:54:50] this is this. [00:54:51] That is a huge find. [00:54:53] Those six hidden fields and it's six. [00:54:56] It's not just one [00:54:57] you could presumably, [00:54:58] if you as long as you keep straight in [00:55:00] your head when I say [00:55:02] campaign, I really mean, [00:55:03] you know this [00:55:04] and when I say source, [00:55:05] I really mean this as long as you can keep [00:55:07] that straight. [00:55:08] Use all six of these terms [00:55:10] and fill it with just stuff. [00:55:12] That is incredible. [00:55:14] That is an incredible [00:55:16] incredible find and work around to a [00:55:18] Calendly limitation. [00:55:19] Yeah, that's unbelievable. [00:55:21] I could put this to use right away [00:55:23] with some of my [00:55:24] clients. Thank you. [00:55:26] It came up yesterday [00:55:28] literally yesterday I was like, [00:55:30] surely I could pre fill [00:55:32] a hidden field, nope. [00:55:35] Does this not prove that Kamille [00:55:37] is the best detective in our industry? [00:55:39] Everyone knows Kamille is a rock star. [00:55:43] Seriously like this is huge because [00:55:46] like I run into some of the most [00:55:48] often problems [00:55:49] I see the most often when using [00:55:51] Calendly and automations [00:55:52] if I have like a lot of people [00:55:54] will use a different [00:55:54] email address when they're filling out [00:55:57] the Calendly form as what you might [00:55:59] have an Airtable. [00:56:01] And this solves [00:56:02] that issue right off the bat. [00:56:04] So that's amazing, [00:56:06] totally [00:56:08] incredible. [00:56:11] Alright, well done Kamille [00:56:13] thank you. [00:56:17] Let me transition quickly. [00:56:20] I think I'm still alive. [00:56:23] Yes. My internet. [00:56:26] Alright, quick shout out to our [00:56:28] BuiltOnAir community. [00:56:30] We'd love to have you [00:56:31] join amazing conversations [00:56:32] happening every day, [00:56:34] join us. builtonair.com/join [00:56:35] we'll get you access for free, [00:56:38] please join us. And finally Alli's [00:56:42] gonna walk us through [00:56:44] some cool stuff in Softr. [00:56:47] All right, excellent. And yes, [00:56:49] Scott was about to say Russell Bishop. [00:56:52] I love his comment. [00:56:53] 22nd delay Dan is my favorite Dan. [00:56:56] Alright, so this is a continuation [00:57:01] of a little mini demo. [00:57:04] I did I think last season on Softr. [00:57:08] This is using my family's business. [00:57:11] New England Kenworth which we sell [00:57:14] trucks as an example. [00:57:16] I hate these pictures. [00:57:18] It's using the last photo in an [00:57:20] attachment field [00:57:21] instead of the first one so [00:57:23] I just haven't fixed that yet. [00:57:25] But [00:57:26] the use case I'm gonna go over today [00:57:30] is using a form in Softr to add records [00:57:33] to Airtable. And so there's a lot [00:57:36] of different use cases as to why you might [00:57:38] want to do that. [00:57:40] I'm gonna just go over [00:57:43] importing a lead for a particular [00:57:46] unit into Airtable. [00:57:49] So if I'm a customer and I'm looking at [00:57:53] inventory [00:57:56] and I click on a particular truck, [00:57:59] I would love to be able to fill out [00:58:01] a form and say hey I'm interested in this [00:58:03] truck and have that populate [00:58:06] the base that is behind all of this. [00:58:09] So Softr and they've actually made [00:58:11] more improvements to this since I last [00:58:13] did it. Which is super cool. [00:58:15] They have something that [00:58:17] I'm not gonna go over today [00:58:19] that I've been wanting [00:58:20] for a long time in their [00:58:21] ability to pre fill forms [00:58:23] with all sorts of different hidden fields. [00:58:28] I'm gonna go over one [00:58:29] of those use cases today and [00:58:30] but why would you ever want [00:58:32] to pre fill a hidden field? [00:58:34] Great question. [00:58:36] So it's it makes sense. [00:58:37] It's it's weird it's different from like [00:58:39] most form like that are out there. [00:58:43] But it's kinda cool how it works. [00:58:46] So this is important [00:58:48] that you pull you pick the [00:58:51] custom form if I'm looking [00:58:53] at the different form options. [00:58:55] This doesn't really [00:58:56] work with simple contact form [00:58:58] that I've found. [00:58:59] The customizable form is the [00:59:01] one that I go with to get this to work. [00:59:04] So what I'm looking at this form [00:59:07] I'm gonna scroll down [00:59:09] on my sidebar here and [00:59:10] I'm gonna pick a destination [00:59:12] because I have to tell [00:59:14] Softr where I want this [00:59:15] data to go when [00:59:19] it's submitted. [00:59:21] I'm gonna pick right here [00:59:22] send the data source [00:59:24] and they've got these other [00:59:25] options. That's really cool. [00:59:28] So when I sit, when I select [00:59:31] send data source I can pick my api key. [00:59:33] And then the base [00:59:35] that I went to go to which I have. [00:59:42] All right. [00:59:44] Any que inventory [00:59:48] and the table is. [00:59:50] Let's see [00:59:53] any second now that [00:59:55] black loading bar is getting there. [00:59:57] Awesome. [00:59:59] Oh leads is where I want this to go. [01:00:02] Now when I look at my form fields [01:00:05] I have this option here [01:00:06] where it says map to [01:00:07] and so I can map [01:00:08] all of my fields [01:00:10] to the particular fields [01:00:11] and Airtable that I [01:00:12] want things to go to. So. [01:00:14] Full name, full name field, [01:00:18] email and email fields. [01:00:20] So on and so forth. [01:00:24] Do I have phone somewhere? Phone. [01:00:27] And [01:00:30] here's where things get into [01:00:32] interesting. I'm just gonna delete [01:00:35] company size. [01:00:37] So all of this is fine and good. [01:00:40] But how do I know what unit form was [01:00:43] submitted for? Right. [01:00:44] Nothing in was capturing what [01:00:47] page I'm on in Softr [01:00:48] or what truck I'm actually [01:00:50] looking at when I'm filling [01:00:51] this format out. [01:00:53] If I go to add a field [01:00:55] I'm gonna scroll down to a type of [01:00:58] hidden [01:01:01] and I'm gonna say I want to map this [01:01:03] to the field called unit. [01:01:05] And let me pull up the base [01:01:06] just so you see what this looks like. [01:01:08] I have a leads table and I have this [01:01:10] linked record field called unit which is [01:01:13] linking to my all current inventory table [01:01:16] which is the same table and this is [01:01:18] the important part the same table [01:01:20] that this list details [01:01:22] is being drawn off of. [01:01:24] So when I'm looking at this [01:01:26] list details page or block [01:01:28] I'm looking at the all [01:01:29] current inventory table. [01:01:31] And this form is also filling [01:01:32] that all current inventory [01:01:34] table out as well. [01:01:37] When I go to my hidden field [01:01:41] field [01:01:42] here's where Softr is really cool [01:01:46] Pre fill this with [01:01:47] all sorts of different things. [01:01:50] The one I'm really [01:01:51] interested in now is for the current [01:01:53] record that means whatever page I'm on [01:01:55] whatever d [01:01:56] I'm looking at record [01:01:59] is gonna be this current record option. [01:02:02] And then I can pick any number one. [01:02:04] Any number of the [01:02:06] fields here that I have a [01:02:07] record ID. Yes. [01:02:16] For that. [01:02:18] And then I'm also gonna [01:02:20] add another hidden field [01:02:22] very quickly and I'm gonna map [01:02:25] this to [01:02:25] I have a field called source on my [01:02:28] reads table which is just saying [01:02:29] where did this come from? [01:02:31] Just like U.T. M. Source. [01:02:33] And instead of picking a [01:02:35] value from this list I'm just going to [01:02:37] type in a custom value [01:02:39] and I'll call that just Softr [01:02:44] and [01:02:45] when I go [01:02:46] to [01:02:51] look at the page [01:03:00] actually I don't even [01:03:01] need to publish as pretty [01:03:02] cool stuff with this hidden fields [01:03:04] is you could fill in [01:03:05] if you have a current if [01:03:06] you've logged in users [01:03:07] to Softr you could fill it [01:03:09] in with their record I.D. [01:03:10] To sound [01:03:13] I scroll down [01:03:16] to fill out [01:03:18] my [01:03:21] really quick [01:03:23] clear. [01:03:25] You just did [01:03:35] I'll say submit and I'll see [01:03:37] I'm on stock number you 50 [01:03:39] here and when I say [01:03:41] submit inquiry [01:03:48] eventually through [01:03:50] they're entered in. [01:03:53] It has a source of Softr [01:03:56] and I'm linking back to that [01:04:00] unit. [01:04:01] So super cool. It's not super [01:04:03] straightforward [01:04:04] to figure out how to do this. [01:04:05] So I hope that this [01:04:10] yeah that's very helpful. [01:04:12] Yeah [01:04:20] Alli? I can't tell [01:04:22] if that's Alli freezing or me [01:04:24] Alli is frozen for me. [01:04:26] I can't have them all. [01:04:28] Not [01:04:29] everybody gets one [01:04:31] Alli if you're watching from [01:04:33] somewhere that was [01:04:35] very cool and very helpful, [01:04:37] awesome thank you for that. [01:04:46] I'm sorry what? [01:04:49] It's like [01:04:51] oh wow [01:04:59] this has been fun. [01:05:01] What an interesting, [01:05:03] very interesting episode, [01:05:08] Apologies for the technical difficulties. [01:05:11] Will get us all back on again another [01:05:14] time in the future but thank you Scott [01:05:16] for coming on and sharing your exciting [01:05:18] news. I know you've been [01:05:19] working diligently [01:05:21] for many months on a couple of [01:05:22] months, on getting this out there [01:05:24] and much needed, exciting to see what will [01:05:27] happen with the table forums. [01:05:29] Thank you so much. [01:05:31] I really appreciate it. [01:05:33] Cool and Alli, Kamille thank you [01:05:35] for showcasing your talents and skills and [01:05:38] helping improve our Airtable skill sets. [01:05:41] So until then we will see you all next [01:05:43] week. Take care. Bye. Take care.
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