4/2/2024 – BuiltOnAir Live Podcast Full Show – S18-E01

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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 – 00:01:40 –

Following Articles Used in this Segment:

[Web] The end of Airplane.dev | Benjamin Yolken

[Web] Automation script limits · Kuovonne's Guide to Scripting in Airtable

[BuiltOnAir Community] New filter date options

[Twitter] Airtable on X: "We recently launched a slew of project management features to help you streamline complex processes and connect entire departments. Check out our latest blog post on how you can start making smarter decisions, faster. 👇 https://t.co/tSlmcrqg7V" / X

[Twitter] Airtable on X: "🇪🇺 We're excited to share that we're launching the first phase of our European Data Residency program! Starting today, Airtable’s Enterprise Scale customers will be able to choose Germany🇩🇪 as their primary region to store data. https://t.co/JYnMfLETPg" / X

[Twitter] Airtable on X: "✨ Introducing pivot tables in interfaces ✨ All users on a Teams plan or higher now have access to pivot tables directly in interfaces, allowing you a higher degree of customization and visibility into your data. Get the full update: https://t.co/gPFraiNb5H https://t.co/aSOSpfffz4" / X

[Twitter] Airtable on X: "🚨 To all of our Brooklyn Builders! 🚨 Join our product leaders on April 11 for an afternoon of learning and networking. We'll cover our latest product innovations and spotlight how customers are using Airtable to increase productivity. Save your spot: https://t.co/xOAgZmeisg https://t.co/PpAy4WP784" / X

[Twitter] Airtable on X: "✨ New feature alert ✨ We're excited to share that we’ve added the ability to dynamically filter results in linked record pickers, making it easier than ever to display only the data you need. Get the full update: https://t.co/iQa81kgNnc https://t.co/vI6wooxbVU" / X

[Twitter] homanp on X: "Introducing AI-agents for @airtable! Build your own custom agents can navigate and collect data from the web and files, turning data into insights, right in your Airtable. Apply for early access: https://t.co/BqvzU7fBqK https://t.co/KK2vwtjKsK" / X

[Twitter] Howie Liu on X: "Today, we launched our AI capabilities to general availability!! During our beta, we partnered with 1000+ organizations who implemented AI-powered workflows with Airtable. We’re excited about the use cases we’ve discovered with them–showcasing the power of LLMs connected to… https://t.co/jBgbYLiZR6" / X

[Airtable Community] Introducing Airtable AI – Airtable Community

[Airtable Community] Introducing Dynamic Filtering of Linked Records – Airtable Community

[Airtable Community] Introducing Pivot Tables in Interfaces – Airtable Community

[Airtable Community] What's new – Airtable

[BuiltOnAir Community] Interface Buttons on Mobile

[BuiltOnAir Community] Deleting Linked Data Records

[BuiltOnAir Community] Charts Timezone Bug

[BuiltOnAir Community] New Feature: Interface Pivot Tables

[BuiltOnAir Community] External Collaborator Visibility

[BuiltOnAir Community] Progress Bar Shapes

[TableForums] Enterprise Data Policies: Help? 😩 – Airtable Questions – TableForums: The Airtable Discussion Community

[TableForums] Airtable data breach? – General Discussion / Airtable News & Announcements – TableForums: The Airtable Discussion Community

Meet the Creators – 00:01:41 –

Meet Jimmy Daly.

Jimmy is the cofounder/CEO of Superpath, the web’s best community for content marketers.

Visit them online

Base Showcase – 00:01:42 –

We dive into a full working base that will We run Help a B2B Writer—a daily wire for writers to seek out subject matter expertise for their writers—on Airtable. We process hundreds of requests/month and about 5,000 replies/month.

A Case for Interface – 00:01:43 –

Explore Interfaces with “Dynamic Filtering”.

Kamille showcases the long awaited new feature of dynamic filtering.

Full Segment Details

Segment: Round The Bases

Start Time: 00:01:40

Roundup of what’s happening in the Airtable communities – Airtable, BuiltOnAir, Reddit, Facebook, YouTube, and Twitter.

Following Articles Used in this Segment:

[Web] The end of Airplane.dev | Benjamin Yolken

[Web] Automation script limits · Kuovonne's Guide to Scripting in Airtable

[BuiltOnAir Community] New filter date options

[Twitter] Airtable on X: "We recently launched a slew of project management features to help you streamline complex processes and connect entire departments. Check out our latest blog post on how you can start making smarter decisions, faster. 👇 https://t.co/tSlmcrqg7V" / X

[Twitter] Airtable on X: "🇪🇺 We're excited to share that we're launching the first phase of our European Data Residency program! Starting today, Airtable’s Enterprise Scale customers will be able to choose Germany🇩🇪 as their primary region to store data. https://t.co/JYnMfLETPg" / X

[Twitter] Airtable on X: "✨ Introducing pivot tables in interfaces ✨ All users on a Teams plan or higher now have access to pivot tables directly in interfaces, allowing you a higher degree of customization and visibility into your data. Get the full update: https://t.co/gPFraiNb5H https://t.co/aSOSpfffz4" / X

[Twitter] Airtable on X: "🚨 To all of our Brooklyn Builders! 🚨 Join our product leaders on April 11 for an afternoon of learning and networking. We'll cover our latest product innovations and spotlight how customers are using Airtable to increase productivity. Save your spot: https://t.co/xOAgZmeisg https://t.co/PpAy4WP784" / X

[Twitter] Airtable on X: "✨ New feature alert ✨ We're excited to share that we’ve added the ability to dynamically filter results in linked record pickers, making it easier than ever to display only the data you need. Get the full update: https://t.co/iQa81kgNnc https://t.co/vI6wooxbVU" / X

[Twitter] homanp on X: "Introducing AI-agents for @airtable! Build your own custom agents can navigate and collect data from the web and files, turning data into insights, right in your Airtable. Apply for early access: https://t.co/BqvzU7fBqK https://t.co/KK2vwtjKsK" / X

[Twitter] Howie Liu on X: "Today, we launched our AI capabilities to general availability!! During our beta, we partnered with 1000+ organizations who implemented AI-powered workflows with Airtable. We’re excited about the use cases we’ve discovered with them–showcasing the power of LLMs connected to… https://t.co/jBgbYLiZR6" / X

[Airtable Community] Introducing Airtable AI – Airtable Community

[Airtable Community] Introducing Dynamic Filtering of Linked Records – Airtable Community

[Airtable Community] Introducing Pivot Tables in Interfaces – Airtable Community

[Airtable Community] What's new – Airtable

[BuiltOnAir Community] Interface Buttons on Mobile

[BuiltOnAir Community] Deleting Linked Data Records

[BuiltOnAir Community] Charts Timezone Bug

[BuiltOnAir Community] New Feature: Interface Pivot Tables

[BuiltOnAir Community] External Collaborator Visibility

[BuiltOnAir Community] Progress Bar Shapes

[TableForums] Enterprise Data Policies: Help? 😩 – Airtable Questions – TableForums: The Airtable Discussion Community

[TableForums] Airtable data breach? – General Discussion / Airtable News & Announcements – TableForums: The Airtable Discussion Community

Segment: Meet the Creators

Start Time: 00:01:41

Jimmy Daly –

Meet Jimmy Daly.

Jimmy is the cofounder/CEO of Superpath, the web’s best community for content marketers.

Visit them online

Segment: Base Showcase

Start Time: 00:01:42

Superpath Content Writing Marketplace

We dive into a full working base that will We run Help a B2B Writer—a daily wire for writers to seek out subject matter expertise for their writers—on Airtable. We process hundreds of requests/month and about 5,000 replies/month.

Segment: A Case for Interface

Start Time: 00:01:43

Dynamic Filtering

Explore Interfaces with “Dynamic Filtering”.

Kamille showcases the long awaited new feature of dynamic filtering.

Full Transcription

The full transcription for the show can be found here:

[00:00:00] Intro: Welcome to the Built On Air Podcast, the variety show for all things Airtable. In each episode, we cover four different segments. It's always fresh and different, and lots of fun. While you get the insider info on all things Airtable, our hosts and guests are some of the most senior experts in the Airtable community.

[00:00:26] Join us live each week on our YouTube channel every Tuesday at 11:00 AM Eastern and join our active [email protected]. Before we begin, a word from our sponsor on. On2Air Backups provides automated Airtable backups to your cloud storage for secure and reliable data protection. Prevent data loss and set up a secure Airtable backup system with On2Air Backups at on2air.

[00:00:49] com. As one customer, Sarah, said, Having automated Airtable backups has freed up hours of my time every other week. And the fear of losing anything. Long time customer [00:01:00] David states, On2Wear backups might be the most critical piece of the puzzle to guard against unforeseeable disaster. It's easy to set up, and it just works.

[00:01:08] Join Sarah, David, and hundreds more Airtable users like you to protect your Airtable data with On2Wear backups. Sign up today with promo code built on air for a 10 percent discount. Check them out at onto air. com. And now let's check out today's episode and see what we built on air.

[00:01:36] Dan Fellars: Welcome back to the built on air podcast. Welcome. We're back now into season 18. That's crazy. We are. Going on season 18. This is episode one after a month off. It's good to be back with everybody. Kamille Alley. Good to see you again. Hello. We have a special guest with us, Jimmy. Welcome, Jimmy. How's it going?

[00:01:59] [00:02:00] Nice to have you with us. We'll learn more about Jimmy and his story later in the show. But for now, walk us through what we're going to be talking about today. We always do an hour long show, keeping you up to date on everything air table. We start with our round the bases. There's a lot to talk about since we've been off for the month of March.

[00:02:17] Lots of announcements that we'll be discussing, then a shout out to our sponsor on to air. Then we'll learn about Jimmy, what he's got going on in his world. And then he's going to showcase, his marketplace that his company has built and then shout out to join our community. And then finally, Kamille is going to walk us through some new functionality of dynamic filtering.

[00:02:44] Okay. 

[00:02:45] ROUND THE BASES - 00:02:45

[00:02:47] Let's see. We've got a lot going on here. Let's start with one of the big announcements. Airtable AI finally rolled out out of a beta and now available to [00:03:00] everyone. This is a paid product. It's an add on. So it's, I believe 6 per user per month. And it's kind of, you have to get it for all your users, right?

[00:03:12] It's kind of like an all or nothing. And then that gives you a certain bucket of credits per user that those kind of credits can be used across the account. I don't believe it's per user. So it's kind of a weird way of how they calculate it, but then if you need more, you can, you can purchase more. So how, how, how much are you guys diving, diving into air table?

[00:03:39] AI? 

[00:03:41] Jimmy Daly: Not at all. 

[00:03:41] Kamille Parks: I have no 

[00:03:47] Dan Fellars: Jimmy. You playing with this 

[00:03:48] Jimmy Daly: yet? I haven't yet. I would like to though, cause I could imagine, I could imagine some use cases. But no, I haven't 

[00:03:54] Dan Fellars: dived in yet. Yeah. Yeah. We've been using it. It's interesting. I, my, [00:04:00] our agency in air studio, We, we, we talked to our clients about it.

[00:04:05] We only have like one or two that, that are actually like embracing it. Most people, most, most clients are not ready for it. There's still, there's some legal questions around it and things like that. And so hasn't gotten the full adoption internally. We, we use it quite a bit. I was just playing with it the other day of.

[00:04:27] Actually building a JSON schema to like actually create new bases or new tables, and it actually did pretty good at generating the schema, the air table would need to create tables and fields. So there's, there's definitely some use cases for it.

[00:04:49] But yeah, we'll talk more about that. We'll maybe showcase it. But it's basically, there's a couple of different areas last, last season we talked about, they did already [00:05:00] release AI inside the formula builder where you could use AI to build formulas. Now it's an actual field. And so you see here, it's an actual field that can reference other fields, so you can kind of create a prompt and insert placeholders for other fields, and then it generates a button that you would click on to, like, create it, and if you modify any of the fields that are being referenced, it'll allow you to recreate it so it does require manual input to generate the output.

[00:05:33] And then the output is static. You can't modify it. So it's kind of a read only output. But then you can also use it in automations as well, where there's a step to insert AI functionality. 

[00:05:51] Kamille Parks: That's 

[00:05:52] Alli Alosa: the part I think is I could see being most 

[00:05:54] Kamille Parks: useful. Yep. 

[00:05:58] Dan Fellars: Yep. Cause that output you [00:06:00] could then put into a normal text field and then it would be editable.

[00:06:05] Exactly. Oh yeah. And it also, I think we showcased this before where they help with like matching linked records, to, to, to pull up the, the best results. That's another AI feature and formula we already talked about. And then this is, I might use this one content comment summary. 

[00:06:34] Jimmy Daly: That's interesting.

[00:06:38] Dan Fellars: Click the summarize button. Oh yeah. Up here. So you can create a summary of, of your comments. So, that requires using the comments. It looks like that's only in the interfaces. 

[00:06:54] Alli Alosa: I kind of like that. That's. That's interesting. I do have a base that I use the comments a lot [00:07:00] in. And then sometimes I need to like translate that into a long text field, like summarize the whole conversation.

[00:07:07] And yeah, I can see that being useful. I mean, it doesn't put it in the text field, but then you could just copy it. And that's pretty cool. 

[00:07:16] Dan Fellars: Superhuman 

[00:07:17] Jimmy Daly: has a function like that for catching up on long email threads. And it's, it's awesome. Like if you have a 20 email chain and you're like lost in it, you just click that, you get your one sentence summary.

[00:07:28] It's really helpful. So I could imagine that being a great feature. Yeah, 

[00:07:33] Dan Fellars: yeah, I can see that. So, yeah, AI. Here we have Howie, the CEO of Airtable talking about the launch and kind of what went into it. And so there's kind of his comments. We'll post this in there. I will show I'll jump ahead a little bit.

[00:07:58] Since this is kind of on that topic. [00:08:00] So if you remember, they acquired a company airplane back in January, I believe. This is from somebody who worked at airplane talking about that acquisition. And it's more, it is, Not the most pleasant read. It definitely, shines some light on kind of the, the, the frustrations of being on the team that got acquired without knowing it and but it did talk about AI being like the core driver, the, some of the, the CTO who became the CEO of airplane, was excited about basically helping to implement AI within Airtable.

[00:08:47] And so anyways, this is a really interesting read. If you want to learn about the acquisition that took place from the inside perspective, this person did not come over to Airtable. They didn't want to, but it [00:09:00] allowed them to speak a little bit more freely. Didn't have to sign an NDA there. And so, yeah, kind of just talks about why they acquired it and, and kind of the, really the frustrations of just letting the product just kind of die and shut it down so quickly, things like that.

[00:09:21] But that's a good one, but yeah, the main reason that they wanted those developers to, to help with the AI at Airtable, so they may have been involved in some of this. 

[00:09:33] Alli Alosa: Yeah. That was an interesting read. 

[00:09:35] Dan Fellars: Yeah. All right, let's move on more features. We're going to dive deep into this one later in the show with Kamille, but just announcing dynamic filtering.

[00:09:47] Yay. Finally. 

[00:09:49] Alli Alosa: I know this has been on the want list since day one, basically. 

[00:09:55] Jimmy Daly: Yeah. 

[00:09:57] Kamille Parks: Very, very exciting stuff. [00:10:00] 

[00:10:00] Dan Fellars: Yeah. So yeah, this is definitely. Exciting. I think there's like everything kind of room for improvement, but Kamille will walk us through all the inside scoop on this. But yeah, this is one. It's probably been the longest.

[00:10:18] Requested item. This is just the, the tweets about that new feature. Okay. Here's another one. Pivot tables and interfaces came out while we were away. So anybody play with that yet? 

[00:10:37] Kamille Parks: Yeah, 

[00:10:38] Alli Alosa: it's another thing that's been highly requested since interfaces were released, but it's, it's great, but also a little disappointing.

[00:10:48] You can't. You can only put it on the new dashboard layout. So if you're still using the old legacy layouts, which in many cases I much prefer, you still can't [00:11:00] use the pivot table. You can really only put it in one specific place. But it's great for what it is. If you're able to use the dashboard layout, if it gets you the data you need in the format you need it in, then it's great.

[00:11:16] It's really lovely to have that ability to use it. But I'd love the ability to have it in more than just that one place. 

[00:11:25] Kamille Parks: Yeah. Yeah. I kind of echo basically everything Ali said. It's the pivot table itself is fine. It works pretty much the same way that the extension did. But it just, you can only put it on this one type of page.

[00:11:40] And for me, I really need it on detail pages and you can't even put them on the extension. Newer upgraded detail pages that it's really disappointing. 

[00:11:51] Alli Alosa: I really, I need charts and pivot tables, all the stuff you can do on the regular pages, you should be able to do in the detail pages. 

[00:11:58] Kamille Parks: I mean, it's, it's so [00:12:00] weird that they're not, I don't know why you can only do certain things in certain places.

[00:12:06] It's 

[00:12:06] Alli Alosa: so odd. And like, even like, like the list view, for example, I always go back to that. Like, if you put it on this type of page, you have different options versus this type of page, you have different options. And it's like, why can't it just be the same set of controls across the board? Like, I don't understand.

[00:12:25] Kamille Parks: But I've hopefully they closed that gap. 

[00:12:31] Dan Fellars: Yeah, I don't know what the technical hurdles are there. So in some limited capacity, there are pivot tables now, and there's the release on Twitter about it on X. Okay. Let's look in through, there was a couple, there's a couple on here that didn't get big write ups on.

[00:12:56] Let's go back to the beginning. So [00:13:00] email notifications for new form responses, this new. Interest on the new form. They didn't have this 

[00:13:08] Jimmy Daly: yet. 

[00:13:11] Alli Alosa: I 

[00:13:11] Kamille Parks: think what it used to be was whoever 

[00:13:13] Alli Alosa: built it was able to turn on the notifications, but maybe now control who had sent to is that click 

[00:13:20] Kamille Parks: on 

[00:13:20] Dan Fellars: that responses. So it looks configurable.

[00:13:24] Kamille Parks: Oh, I think what this might be the alternative to in form views each person who wanted to be notified had to go to the form view themselves and then click. Yes. I want to be notified. I think this is like a single input where anyone who has access to that page can insert just your own email address, but multiple others.

[00:13:46] So you don't have to individually each go to the page and click. Yes, 

[00:13:52] Dan Fellars: gotcha. Gotcha. That's good. There's one. So [00:14:00] European data residency. So your data can reside in a European data center. That's good for European clients. 

[00:14:08] Kamille Parks: I know 

[00:14:09] Alli Alosa: that's held a lot of European clients back from really utilizing Airtable.

[00:14:14] So that's exciting. 

[00:14:16] Dan Fellars: Does require enterprise scale. Okay, here's another one. External collaborator visibility controls. I think this is, yeah, enterprise. Oh, and and business as well. 

[00:14:31] Alli Alosa: Yeah, this one's great, but also a bummer. They didn't roll it out to all teams. It's really if you're, if you're one of the users using interfaces as like a, a semi portal for clients to look at whether read only access or higher than they previously had the ability to look at the share list.

[00:14:52] Like, if they click the button to share, they would see all the other collaborators email addresses. So kind of defeats the purpose of a portal, [00:15:00] because. It's exposing that list to everybody else that has access to it. So now you can restrict that with business and enterprise, but hopefully they roll that out to the lower tier plans as well.

[00:15:17] Dan Fellars: There's one, let's see, upgrade legacy record detail pages. You can now convert any old legacy rekill to the new layout via the upgrade. Is that good? Are you going to do that? Are you sticking with the old?

[00:15:37] Kamille Parks: Sorry, go ahead, Kamille. No, go ahead. 

[00:15:39] Alli Alosa: I was going to say, I've been using the new ones a lot more than I've been using the old ones for sure, but the old ones still have the ability to do things like put charts on the detail page and, other options that you don't have in the new one. So I, I don't really see this as being [00:16:00] useful, but yeah, 

[00:16:04] Kamille Parks: yeah, it's really dependent for me on, like, what the use cases, because to Ali's point, you can't do there's still not like feature parody, which makes sense.

[00:16:15] If you're making a new version, obviously, the newer version is going to be Be the 1 that you're going to put all your effort into. However, there's still some stuff that you can't do there that you can do in the older layout. So, it really depends on what I'm trying to build. Exactly. 

[00:16:32] Dan Fellars: There's a request from Alicia.

[00:16:33] I wish the detail page had collapsible sections. 

[00:16:37] Kamille Parks: That would be nice. Yeah, they can't be collapsed. They could be hidden entirely, but that's sometimes not what you want, right? Yeah. 

[00:16:49] Dan Fellars: All right. A couple more. We already talked about pivot tables already talked about a visibility rules for record detail buttons.

[00:16:57] So sure hide buttons and interface [00:17:00] record detail page based on specific conditions for workflows. I 

[00:17:06] Kamille Parks: haven't seen that 

[00:17:07] Alli Alosa: option, but I could really see that as being useful. Well, actually, maybe it's not. I rarely ever have a top like level button like they're showing in this screenshot, like, but where I would really like it is to, you know, you can, you can put a button on top of a list view in the detail page that allows the user to add a record.

[00:17:31] And I'd love to be able to shut that off if certain conditions are true which I haven't seen as something that's possible, but. I would love that if it is, I'm 

[00:17:43] Kamille Parks: actually looking now to see. Yeah, I was going to say, I might test to see if this is only for top level buttons, or is it for buttons on any of the groups that are on the page?

[00:17:54] Because, similar to Allie, normally the only button I would have in the very, very top [00:18:00] might be a delete button, but everything else is probably at the group level and It says 

[00:18:05] Jimmy Daly: it's only 

[00:18:07] Dan Fellars: on detail pages. 

[00:18:09] Kamille Parks: We're, we are still talking about detail pages, but like, detail pages have different like section groups.

[00:18:15] And I'm wondering if the, this functionality is only on the top level of button or is it each group? I think it's 

[00:18:24] Jimmy Daly: each, well, 

[00:18:27] Alli Alosa: I'm looking now. It's definitely the top level. I see it on the top level and then in a group there is visibility per group buttons. But if you're my list view though, where I've got the ad record button, no visibility 

[00:18:45] Kamille Parks: options.

[00:18:46] Okay. I think that is like a different type of button, I guess. Yeah. But that's where I can feature parody. My goodness. 

[00:18:58] Alli Alosa: It's silly. Like that's really [00:19:00] where I would need it most is, you know, don't let them add a record if like the status is complete or whatever. 

[00:19:10] Kamille Parks: Yeah. Yeah. But still, 

[00:19:12] Alli Alosa: step in the right direction.

[00:19:16] Dan Fellars: Alright, last one here, default field descriptions as interface helper text. So that looks like a little nice to have. 

[00:19:26] Kamille Parks: Yeah finally. It was weird that that wasn't the case from the start. Yeah, 

[00:19:36] Dan Fellars: yeah. Alright, so that's their list. There's a couple more, a couple more hidden ones that at least in the built on air community we found.

[00:19:44] So we'll highlight a couple more. Let's see. Yeah, this is talking about the European and then, oh, this is one that there wasn't necessarily mentioned there. They do have some, project management [00:20:00] features specific to project management, kind of some like starter templates, things like that that are that are helpful.

[00:20:10] And then, This was one from Josh in the built on air community talking about some filtering options that are new for dates. It looks like maybe this is just in certain scenarios familiar with that. 

[00:20:29] Alli Alosa: That does kind of satisfy somewhat of a date range. Which is nice, you know, within the month.

[00:20:38] That's 

[00:20:39] Dan Fellars: that's really nice. Yeah, it looks like it's just on the grid view, so this is not available on interfaces. 

[00:20:47] Kamille Parks: Why? Typical. Oh, you mean the data, the data layer. Yeah. Yeah. Yeah. Okay. I was like, it doesn't make sense for it to be just cause the filter component is the same. Right. Right. Right. [00:21:00] Oh, okay. I feel like I've seen this in an interface, but I could be wrong.

[00:21:07] Dan Fellars: Yeah. We'll have to get Scott to chime in cause he talks about how if you create a formula, you could do it somehow on an interface and there's a, another thread here that goes into more detail. 

[00:21:19] Alli Alosa: Yeah, it's because you in the old filter elements and interfaces, you could have the same field show up more than once.

[00:21:26] So you could allow somebody to specify this date is, you know, on or after this date or, on or before this date, but now the new filter drop downs in the new dashboard layout and other places as well. You can only have each field show up once as a filter option. 

[00:21:48] Kamille Parks: Okay, so I, I misunderstood. I thought you guys were saying you could only select the option of this calendar week in the data layer, but not in the interface.

[00:21:59] Okay, [00:22:00] so, yeah, this is still a weakness in in the filter. If you can't have the same field appear in the list of filter conditions twice. 

[00:22:11] Dan Fellars: Yeah, maybe there is some confusion because that's what I kind of thought from. From the original post, but maybe Scott was referring to that other issue right?

[00:22:19] Kamille Parks: Rewinding. I think what happened was, as Ali explained in newer. Pages on interfaces. If you use drop downs as the filter component you can only have each field represented as a drop down once. So that means for dates, if you wanted to do a date range, you're now limited to the predefined date ranges, like this calendar week or this calendar month.

[00:22:47] But you couldn't engineer your own arbitrary one from February 1st to, you know, November 15th or something because you wouldn't be able to have that same date field in there twice. [00:23:00] And Scott's recommendation is to have your date field as normal and then another formula field that just is a copy of that date field so you could have both the date and the formula.

[00:23:12] appear as filters. So a hacky workaround, but that would satisfy the requirement. 

[00:23:19] Dan Fellars: Yeah, that makes sense. All right, moving on a few more. This is just kind of conversation on the pivot tables. So a lot of what we already talked about, and so we won't touch on that. This also we, we talked about in the list.

[00:23:40] So there's discussion on the external collaborator visibility controls, a little discussion there. Here is a new one. So you can now like change the shape of percents. And so you can now, I think before it was just [00:24:00] bars, it was a bar. Now you can do a circle. That's cool. Now, now you can do a circle and then it shows here, like if it's, you know, what percentage will be filled in.

[00:24:12] Kamille Parks: There are many places where the circle looks silly 'cause it's so small. But if you have it like in linked record previews, for instance, they look really good. So. You know, just be aware that depending on where you are in the product, the circle is going to look very, very small. 

[00:24:33] Dan Fellars: Yeah. So nice little feature there.

[00:24:39] Okay. So this is past the, the feature, new features, just a couple, good lessons. Meredith shares a story of accidentally deleting all the linked records that came from, if I remember correctly, Yeah, so like if you [00:25:00] delete all the records, and

[00:25:10] then if you try to rely on the snapshots, it creates new records. So it makes it difficult to do the linking back up. So. Just being careful when you delete stuff. 

[00:25:24] Alli Alosa: Yeah. A snapshot will always assign new record IDs to the records. 

[00:25:28] Dan Fellars: Yeah. 

[00:25:30] Kamille Parks: What snapshots are doing is it's, it's more or less duplicating your base.

[00:25:35] So the functionality under the hood is not different really than if you just explicitly wanted to duplicate your base, which would generate new Airtable record IDs because they, it is a separate base. Once a snapshot is sort of created in. The in the world of air table air table has no reason to treat that base any differently than any other base in your system.

[00:25:59] So [00:26:00] ideally what it would do is when it creates a snapshot is to create a new field in each of the tables. That is sort of a stamp of the original. Record ID, and then it generating its own new record IDs wouldn't matter. You would still want that because they are unique to the original. It is a copy of the original and therefore should have its own ID.

[00:26:21] But the problem is that the snapshots do not house the original record ID in any place. Yep. 

[00:26:30] Dan Fellars: Very good. Okay. A few more, Justin, another general tip. So this is interface buttons. If you're using them on mobile in particular, He was talking about his, his coworker was like just scrolling up and happened to be accidentally clicking the button that was triggering an automation.

[00:26:50] And just by trying to scroll, the button was just kind of where the thumb would go. And so just being careful with those, the sensitivity of buttons. [00:27:00] 

[00:27:00] Kamille Parks: This is a problem in a newer layouts because you cannot control where the buttons go. They are always, you know, floated to the right. You can't float them to the left if you want it.

[00:27:10] So. You know, one of the reasons why we would prefer more layout flexibility. All

[00:27:22] Dan Fellars: right. A few more. This is just a shout out to Kavan, who's always great at writing very detailed, useful information. So if you want to better understand automation script limits, she wrote up a very thorough, work and what the limits are around scripts in automations. That's a useful, useful guideline.

[00:27:52] Okay, maybe we'll do want this last one. I didn't hear about this. So this came from table forums. Somebody [00:28:00] actually found it on linked in a potential data breach, and it may if you keep reading, it may not have been as big of a deal. Julian points out here, let's see, so just talking about, what the issue is, it may just be not understanding how shared views work.

[00:28:29] So the concern is, I don't know if you've ever seen a, where you can actually see like a list of just random names as like collaborators and, and that might be because if you're, if you're, if you've ever like just. Done a shared view. Like there's a lot of public bases out there that, that just have, and it'll show you anybody that's, that's also you know downloaded or, or been [00:29:00] added to that, that public base or view, and then those then show up on your list of potential collaborators, so I think that might be what the issue is.

[00:29:12] Kamille Parks: Yeah. 

[00:29:13] Alli Alosa: I saw this and I was like, Keeping an eye on it and then Airtable did respond and said, no, it's just that that list is anybody that you, you're, you're a member of a base or several bases and whoever else is also touching those bases is going to show up as an option in that drop down.

[00:29:36] Dan Fellars: All right, let's let's move on for time sake. We'll save a couple other announcements for for next week. 

[00:29:44] ON2AIR BACKUPS SPOTLIGHT - 00:29:43

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[00:30:11] MEET THE CREATOR - JIMMY DALY - SUPERPATH.CO - 00:30:13

[00:30:14] All right, Jimmy. We'll learn a little bit about you and what you've got going on. 

[00:30:24] Jimmy Daly: Cool.

[00:30:26] Kamille Parks: Welcome to the podcast, 

[00:30:27] Jimmy Daly: Jimmy. Thank you. Thank you guys for having me. 

[00:30:32] Kamille Parks: Of course. So. You know, normally we sort of pop into, this is a podcast about all about Airtable, how did you come to find Airtable and, and what was the process like learning it? 

[00:30:48] Jimmy Daly: I first found Airtable, I think it was in 2016. I was working for a marketing agency and Airtable was a customer.

[00:30:55] So that was, that was how I first came across the product. But, [00:31:00] in we were doing content marketing. Okay. For air table and in writing about it, obviously needed to learn the product. And at the time we were using Trello to manage all of our internal project management, and we quickly realized that air table would be a much, much better.

[00:31:19] Tool to do all of that. So actually as we were onboarding air table, the customer, we were being onboarded to air table the product and ended up ripping out all of our project management stuff and replacing all of it with air table. So by the time, like we got their marketing stuff up and running, we also got the product stuff going.

[00:31:37] And not to say that I was like an expert or anything at that point, but it gave me it was really like my first opportunity to dip my toes into the world of no code and as a non technical person, I found that to be Really, really cool. And I threw out various jobs and now starting my own thing have always relied on air table for like all kinds of things.

[00:31:59] Like [00:32:00] in my current role, I probably use air table for, I don't know, 10 or 12 different use cases each of which I don't even know what I would do otherwise, other than. Pay developer anyway, so that that relationship goes back. Gosh, I guess 7, 8 years at this point, 

[00:32:16] Kamille Parks: 2016. My goodness. Okay. So you've been, you've been in the game for a while now.

[00:32:22] So you've seen probably every major upgrade or enhancement air table is has ever had. Yeah, because I, I, I don't know. I think 2016 might have myself and Ali beat Dan. I don't know if you're. Okay. 2016 or earlier. 

[00:32:39] Dan Fellars: I think that beats me. I'm 

[00:32:40] Kamille Parks: 2017. 

[00:32:44] Jimmy Daly: So congratulations. Yeah, that's funny. I actually, there's a post.

[00:32:47] I wrote a post on my personal blog. I think in 2016 about how I was using Airtable to run a content calendar and it got a ton of traction, like a surprising amount of traction. I think because at the time, a lot of people were using Trello. I really liked Trello, but, [00:33:00] the ability to. Take a view and then look at it in different ways was like kind of mind blowing at that time.

[00:33:07] And so there's lots of screenshots. And, yeah, anyways, I, yeah, I think that was 2016 because I got it. I got an email from the folks at air table, thanking me for writing it because they just, I just written it because I thought it was cool and they gave me some, some credits, which I used for A long time after that, 

[00:33:26] Kamille Parks: the golden days of early air table where you want to weigh credits like candy.

[00:33:33] So you, you came in poor air table trying to do, you know, a marketing, Sort of approach, not really going looking for a replacement for the product. You were currently using Trello and over time air table kind of took over as your sort of main. But you also said that it was your first foray into the world of no code.

[00:33:59] What was [00:34:00] it? How was your experience working with air table and also maybe dipping your toe into some other similar or related platforms? Yeah, 

[00:34:10] Jimmy Daly: you know, we, so I was working at this agency called animals at the time and around that same time, actually Zapier became a customer as well. And so it was just like, we had to learn these tools.

[00:34:26] Anyway, we're going to learn them. Anyways, it just so happened that it was like this kind of burgeoning field of no code, which didn't really have a name yet. And there was at the time the company was pretty small. There were probably only 10 or 12 of us and we would fight over who got to build new air table bases because.

[00:34:45] All of us were creatives. Like we'd all come from a marketing background. We were writers, or we did SEO or something like that. And so, you know, like you got to spin up an air table base for a CRM and we would argue over who would get the chance to do it, [00:35:00] you know, or we got to like spin one up to like track it, you know, employee time off or something like that and same thing we would fight about it.

[00:35:07] And then at the same time, we were starting to figure out how we could connect it to Zapier too. Do things like send email notifications to our customers when an article was done drafting or, you know ready for them to review or, you know, whatever. We started building, this sort of like customer life cycle of notifications built on Airtable and Zapier.

[00:35:30] And for me as a, someone who can't code, like I had spent, like in jobs prior to that, like, you know, watching like WordPress tutorials and like really trying to like. improve my own ability to like control things on the internet that like typically like people who can't code just are not able to control.

[00:35:50] So like for me to have insight into like, this is a database. Here's some things you could do with it. Here's some things you could build on top of it. That was like kind of mind blowing [00:36:00] to me. And yeah, anyway, sorry, long way to the answer, but, I I'm really like, I'm not exaggerating when I say like completely changed the way that I think about work when I figured out that like, I can do a lot of this stuff myself.

[00:36:14] Without learning to code, 

[00:36:17] Kamille Parks: that's so great. And it sounds like it was also a little bit the case for your colleagues as well. If everyone's fighting over who gets to put on the engineer hat for the day and connect everything together, what's it kind of like normally. In my experience, I will have like a team of people who are all trying to do one thing produce a marketing campaign, for instance, and then you'll have one person on the team.

[00:36:46] Who's really gung ho about here's this new tool that we could use to improve our workflow. It's not my experience to be on a team where if we're a team of five, all five are like, I don't know. I [00:37:00] want to build a thing with the new school. So how do you. How do you pick the person who gets to be that person?

[00:37:07] Because you do, ideally, you want someone who's maybe more familiar with the product because they could, you know, maybe build it a little bit more stably. But if everyone's having fun, what do you do? 

[00:37:18] Jimmy Daly: For a little while, it was okay. You know, the company was small enough that like we could share some of the fun of getting to build our table bases.

[00:37:31] Over time though, Complexity increased to the point where we actually, we really did have to have an admin, like somebody had to be in charge of this stuff, particularly when at one point, we decided that we would, all of our workflow, all of our marketing workflow stuff. In one table, and then all our employee stuff in another table within the same base so that we could link records back and forth.

[00:37:57] And then that turned into, well, if we're going to have all [00:38:00] the employees in this table anyways, like, let's use that to manage time off. We'll have fields for like performance reviews and one on ones. And at that point, it's like, Starts to collect like sensitive information about folks in the team.

[00:38:13] It's also, you know, we're trying to build this customer facing part of it. So that we can give customers dashboard views and things like that. That was really when we had to hand it off to somebody who was actually the person we ended up handing off to, interestingly enough, was a developer who just, he had experience managing stuff like this.

[00:38:32] And so at, at that point we'd set up an air table base where you could like submit requests of stuff you wanted. To be built into it. And then actually later on that same developer built like a, a simple, but pretty powerful layer on top of it so that we can make really powerful, dashboard views for clients.

[00:38:51] This is way before interfaces existed. So we had to build some of that stuff from scratch. But that, that [00:39:00] person became. At the time, this is like 2017, 2018. Like I can't imagine there were too many people in the world doing more sophisticated stuff with air table than he was like we were managing hundreds and hundreds of projects in there.

[00:39:14] At one point, the company was over a hundred employees too. So you can imagine like just the amount of data, all literally all living in one. Air table base, and to my knowledge, that company is still using that same air table base today. 

[00:39:29] Kamille Parks: I commend the developer and your team for putting it all in a single database.

[00:39:35] Cause I, I see, you see a lot of like sprawled systems where some stuff over here and some stuff's over here. And we're still talking about 2018, 2019 in terms of. Like timeline. So this would have also been before synced databases as well. And it's just always interesting for me. It's thinking back to how would I do this if I didn't have this feature that was released relatively [00:40:00] recently in the life cycle of, So that's how you got to, you are familiar with the platform.

[00:40:08] You've now expanded into other use cases that necessitate more connectivity. Enter Zapier. How have you been integrating Zapier with your, you know, all of the different things that are now at your disposal? 

[00:40:26] Jimmy Daly: That's a good question. I use Zapier for a few things, mostly customer facing stuff. I send a lot of.

[00:40:33] Notification emails through Zapier. That's, I don't know that that's not like my main use case, but like when I look at my tasks that I pay for each month, like that eats up quite a bit of the usage of the product. Gosh, I'm trying to think there's, I, I have just recently started moving over to air table automations for anything that's not customer facing whenever I can, because I just find it's [00:41:00] just simpler to like, if I'm trying to create an automation within one air table base, it's just easier to create the automations.

[00:41:05] In air table that have to remember they're over in Zapier and what folder are they in? And if I move this record, is something going to happen that I forgot about kind of thing. So I've been migrating some of that stuff back to air table. Actually. If you look at like, if you look at my Zapier billing though, 75 percent of it is forwarding emails, through aliases that we create for this app that I'll show you all in a few minutes.

[00:41:32] And that's. In a way it's sort of an extension of like email notifications for customers. But I think at its core, really, like we've built an entire self serve fully functioning app that people use every day that is completely hands off from me. And to me, that's like, just like the next level, like to do like project management and stuff like that, like that's cool, you know, it's helpful, but like to be able to build apps that people can use and actually pay for.[00:42:00] 

[00:42:01] That is super cool. And so like, that's where. When I bring Airtable and Zapier together, it becomes for me, at least really exciting that I can be building software essentially that people can use. And again, don't have to learn to write the code or in my case, pay someone, which would be probably prohibitively expensive.

[00:42:19] Kamille Parks: And with that, I think we'll transition to a demo. I will point out that your lower third says SuperPath and your sweatshirt says SuperPath. There 

[00:42:28] Jimmy Daly: we go. Yeah. Actually, my coffee mug says SuperPath too. I'm all about swag. 

[00:42:32] BASE SHOWCASE - JIMMY DALY - HELP A B2B WRITER - 00:42:32

[00:42:36] Kamille Parks: The world of marketing.

[00:42:43] Dan Fellars: If you want to, if you want to share your screen, get that ready. For sure. 

[00:42:48] Jimmy Daly: So what I was going to show is an app that we run called help a B2B writer. Sorry. Give me one second. I'll share this. Let's see. Can [00:43:00] you all see that now? Yeah. Yeah. Okay, cool. We run two marketplaces. I'll show one of them today.

[00:43:09] The first is a content marketplace. It. a fancy Kanban board with some automations built around it. We're in the process of building out a proper application on top of softer, which is the no code tool that I have come to, to know and like. So pretty soon our customers are going to have logins.

[00:43:31] They'll be able to do a couple of simple actions in the app. The other one that we run is essentially a subject matter expertise marketplace. So if you're familiar with help a reporter out, it's basically the same thing, except specifically for B2B content marketers. And so the premise of it is that. Say you're a writer and you want sources for something you're writing.

[00:43:54] You can come on here and submit a request. The request submission stuff is literally just an air [00:44:00] table form. And the idea of it is you would say you know, I'm writing an article on the. Best, you know, what are the five best apps for people ops managers? You know, I'm looking for HR folks to weigh in.

[00:44:14] And then, every day we process those requests and we send out what we call a daily wire. So anyone who is subscribed to the people ops category would get that email and then they have the opportunity to respond. The writer can use those responses or not. And then I, the idea is that You might get mentioned in the article or get a link back to your site.

[00:44:36] So, the process which I'll walk through is pretty straightforward at first. So, you know, the writer fills out this form which asks a bunch of basic information about like, what are you writing about? What's your site's domain authority? What's your request? Like, what do you want back from people?

[00:44:52] You can select the categories that. Relevant to the request. You can select multiple and that will help it reach more people. [00:45:00] If you drop a Twitter handle, we'll share it on Twitter too, and then your deadline. All of this stuff goes into this giant air table base. Which has, yeah, there's like almost 6, 000 requests in here right now.

[00:45:13] We actually acquired this site and I should give credit to the woman we acquired it from her name is Elise Dobson. She built all of this. We've refined it over the. Year and a half that super path has owned it, but the bones of it, we're all here. And, so the first part of this air table base is essentially just the information that's collected through that form.

[00:45:35] And then there's a couple of other things that happen in here, which I think are kind of cool. When we approve a request, like we do a quick check to make sure there's no spam or, you know, anything that we don't want going out to the list, because these requests do reach like 4, 000 people every day. There's an approved button that powers a quick automation, which just formats, the request for our newsletter.

[00:45:56] So this is, this is kind of the raw intake here. Once [00:46:00] the approve button is clicked and automation is run, that turns it into this nicely formatted copy, which we just, we literally just copy and paste that into the emails that we send. And we use convert kit for that part. So every morning, myself or my VA goes into convert kit, opens up a new email.

[00:46:19] Copies and paste this sends it to the people subscribed to these tags, which are all synced with ConvertKit and then sends those emails out. And there's probably 10 to 15 of these that go out every morning. The more interesting stuff happens over here. So there's a few things that happen. One is that there is a softer website synced with this Airtable base, which is this one.

[00:46:44] So if you don't subscribe to the emails, you can just go into here and you can just browse stuff that's come in. Some people like this because there's just a lot happening and they don't want to get 10 or 15 emails every day. So you can always just go into here, read the [00:47:00] request and then decide if you want to respond.

[00:47:01] And then if you want to respond, this is the email alias that you would send to. I'll explain that part in a second. And then we also, we run the Slack community. And we run all of these through here too. So every morning, this same digest, sorry, here you go. This is a good example right here. Every morning, this kind of digest or wire of requests ends up in the Slack community as well.

[00:47:23] And these are just links to that software website. Our, my goal is just to get these in front of as many people as I possibly can, because that just makes a better experience for the writers. They get more responses, et cetera, et cetera. When we first acquired the site, it was kind of interesting because, A request would be sent out and in order for anyone to respond, and the response, the people responding are like folks who work in digital PR, occasionally ghost writers for subject matter experts as SEO folks, and some people who are just like, are intelligent about a topic and want to [00:48:00] contribute, but the writer's email was exposed in the wires that were sent out and we didn't have a better way to do that.

[00:48:08] So we used air table to Come up with a much, much better way to do this. And basically what we did is that we created an inbox reply at help a B2B writer. com. And then we use just a simple concatenation formula to create this little email alias. So it's just reply plus the record ID. At help a B2B writer.

[00:48:32] com. That is what now ends up in every email. And I have a zap set up so that whenever people send an email to that alias, it comes to us, we can run filters on it if we want to, like we have in the past, tried like AI detection filters and things like that, which. I found don't work particularly well, but we have options to do that.

[00:48:54] We also have like a, a rating system so that as stuff comes in, people can rate it as good or bad, things like that. But anyways, [00:49:00] it comes in, we use a, we use Zapier for this part. We do a lookup. It will reference that record ID, find the actual email address, and then it will forward it on. That's just been like a total game changer for us because now we have insight into all of the responses that come in every month and there's about 5, 000 of them that we process every month.

[00:49:21] It gives us the ability, like I said, to, you know implement a rating system, run filters and a few other things. But it also is a privacy feature for our users. No one has to have their personal email address exposed to 4000 people anymore. And actually the usage of, the app increased significantly once we did that, because we found that a lot of people wanted to use it, but they just really didn't want their email, personal email address being sent out to all these people.

[00:49:49] So that's been awesome. And I can show you just quickly what those actually look like. So this is what the daily example of a wire email looks like. So this would be sent to [00:50:00] anyone subscribed to these categories. This part is from us. So there's, this is a, a templated email that gets sent out. So because since we're forwarding on and passing through the alias to the actual individual, we control the email notification they get.

[00:50:18] So We can have an intro here. We've actually updated this recently to have a little bit more context for folks. This part is the actual wire. If you want to respond, you click here and this is the alias so that no personal information exposed, it'll get forwarded to the right person. And then, someone could, like I said, they could get, depending on which categories they're subscribed to, could get a few of these.

[00:50:42] And then that writer will get a bunch of responses. And it's kind of the same thing. Like we control this part of the Email. This is the customized part, which is pulled directly out of the air table base. And then here's the rating. So you can rate. As thumbs up or thumbs down, that just helps us weed [00:51:00] out like every now and then you get somebody who's doing some kind of like spammy link building thing.

[00:51:05] And we like to flag those as quickly as possible and get those users on a blacklist so they don't send lots of you know, spammy, annoying emails to our users. So anyways, that's a quick overview. We process five to 600 requests from writers every month, and we process about 5, responses every month.

[00:51:27] So the fact that we can do all of this and all I really have to do or my VA has to do depending on the day is just go in and just click the approve button just to make sure that we're not sending something we don't want to send to a bunch of people. We don't have to do anything else. And we're also just in the early stages of monetizing this as well.

[00:51:45] So we've had a few companies who want to sponsor these emails because at this point, there's so many emails going out. It's become an attractive sponsorship opportunity. And we're toying with the idea of rolling out a paid plan for primarily for folks in [00:52:00] digital PR who would send. You know, more than five or so responses a month and they would get some additional functionality, including what we're calling API access.

[00:52:10] We actually have one customer doing this right now. It's not technically API access, but that's sort of how I think about it. Like they have access to a view from this air table base and they get some additional functionality out of it. Like for example, they get instant access to new requests so they could get a jumpstart on it.

[00:52:28] They also get. A verified sender status. So they have their own alias so that we can track their email separately. And we can also control the notifications differently. So whenever they send a response, the recipient has, can see that it's sent from a quote unquote verified responder, which is pretty important because.

[00:52:48] You know, 500 requests and 5, 000 responses a month. Like an individual writer could get a lot of responses. It's very difficult sometimes to weed through those. So we're trying to find some ways to elevate folks [00:53:00] who like, we know are trustworthy. We know send good responses. And so the verified sender status is part of that.

[00:53:06] So anyways, a lot of information all at once. Hopefully that's hopefully that's helpful. Any questions about any of that? 

[00:53:12] Kamille Parks: It was really cool. And I like the use case of using the. ID of the record in an alias for an email. I had never actually thought of doing that, but that is very clever. And yeah, it allows you to control so much on the back end.

[00:53:32] Jimmy Daly: For sure. That it took me a while to figure that out. And if you, this is the zap that we use, if you want to see it. I, I messed around with this for, for many hours trying to figure out a way to do it. And I was messing around with some other SAS products that will allow you to create aliases, but I just couldn't get any of them to work.

[00:53:49] The way I wanted them to work. And after a lot of tinkering and hanging out and the air table community, looking for folks and asking questions and stuff, [00:54:00] we finally came up with this and the only downside of it is that it just crushes our happier tasks, but it's good. 

[00:54:09] Kamille Parks: And it's probably, 

[00:54:10] Alli Alosa: you probably only have to pay for one Gmail account 

[00:54:13] Kamille Parks: to support that, 

[00:54:14] Jimmy Daly: right?

[00:54:14] It's just, yeah, yeah. Exactly. So that costs us, you know, like 12 or 15 bucks a month or whatever. 

[00:54:21] Kamille Parks: Very cool. That's very, very clever. 

[00:54:24] Dan Fellars: Have you hit record limits yet? 

[00:54:27] Jimmy Daly: I come within, you know, like one or 2 percent every month. Like I think we're on the 20, 000. Oh, sorry. You're talking about air table records.

[00:54:35] No, I haven't. I mean, we paid for this. So we said we have 5, 800, I don't know how many you get in a, in a paid plan, but no, we haven't. Luckily come across that part yet. 

[00:54:46] Dan Fellars: Gotcha. As you get more popular, yeah, that'll be something you might be hitting. Yeah, 

[00:54:53] Jimmy Daly: yeah. I'll consider that a good problem if we fill it up.

[00:54:56] Yeah. 

[00:54:57] Dan Fellars: Cool. So people can find this [00:55:00] where what's the 

[00:55:00] Jimmy Daly: website help a B2B writer. com. So this is the website you can register as a, as a writer, which basically means you submit requests. Or if you want to respond to requests you can register as a source and that just signs you up for the emails. And then you can select the categories after this form.

[00:55:18] Dan Fellars: And then super path is, are you an agency as well? Writing content or what's your main business? 

[00:55:25] Jimmy Daly: Just a marketplace. So we run a community of about 20, 000 content marketers and for companies who need content marketers, we will source and vet writers for you. All of that actually happens on your table also.

[00:55:43] And you get access to our cool, or you will very soon get access to our simple, but cool app built on software and air table. But the gist of it basically is. Work with freelancers without any of the headaches. So we find the people we've got them, we pay them, we deal with their taxes, contracts, all that stuff.

[00:55:59] [00:56:00] And you just get to work directly with great content marketers. 

[00:56:03] Dan Fellars: Awesome. Cool. So check it out. Superpath.co and Jimmy, thank you for showcasing that. It's awesome to see real world businesses built on air table. Yeah, for sure. 

[00:56:15] BUILTONAIR - AIRTABLE COMMUNITY SPOTLIGHT - 00:56:17

[00:56:17] All right. With that quick shout out, if you are not in our community, join us built on air.

[00:56:23] com slash join, get you into our Slack community of thousands of air table users. We'd love to have you in there and also come join us on, on the show, showcase what you are working on with Airtable. 

[00:56:35] A CASE FOR INTERFACE - 00:56:37

[00:56:37] And with that, let's dive into some new features of dynamic filtering. Kamille, there you go. 

[00:56:46] Kamille Parks: Am I sharing?

[00:56:50] Great. So I highly recommend looking at the help article for dynamic filtering for linked records, [00:57:00] because there are some nuances in terms of what you can counts and what you can actually look or compare between but I'm going to do my best to do a high level overview of what this new feature is.

[00:57:15] So looking at a linked record relationship between my applicants and my positions table, I have a bunch of other fields that I'm going to test against for the dynamic filtering of it all. But if I were to edit this field, the existing option that we've had access to for a while was limit record selection to a view.

[00:57:40] That meant if I wanted everyone in this table to only be allowed to link to, say, positions that are on the west coast, I would create a view where the Position or I'm sorry, the region was West Coast and then [00:58:00] I'd go back here and say limit selection to a view that one and then be good. So I should only have one selectable, but that's the same for all of them.

[00:58:13] And that's not necessarily what I want to do because I want in this scenario, I want to match people who are on the West coast to positions that are on the West coast. And you'll see, I have two different fields that. So West coast versus East coast reason being as there's some limitations. So if we start, I'm going to ignore AI and start with filter record selection by a condition.

[00:58:43] And then this help icon will take you directly to that help article I was showing before. So for starters, you can have a condition or condition group, which is great. I'll go simple with a condition and start with region. So what I want to do is select. [00:59:00] records in positions where the region is either West Coast or East Coast.

[00:59:06] If I do this, I'm going to run into the same problem as view, because this is saying for all of the records, only do West Coast instead, I want dynamic. But here's my first problem. Select types are not compatible with this feature yet. So neither single select or multi select would you be able to have dynamic for, Static conditions, those are fine.

[00:59:35] Same way you would have a condition applied to a lookup or a roll up or a count. This works the same, but you wouldn't be able to do a dynamic condition, which is why I have region two. In both this, this table and in the positions table, region two is a linked record. So again, I can have a static selection here.

[00:59:57] Or, I'm now able to select [01:00:00] dynamic condition by hitting that gear icon. So now what it's asking me is say, choose a field from this table, applicants, that should match the region 2 field in positions. So, I'm going to say region 2. So now if we look at the region 2 here, I should see only applicants that are on only positions that are on the West Coast here, but this is East Coast.

[01:00:27] So I should see a different one. And I do. This should again say lead mascot, right? So, that is how dynamic, selection works. I'm going to clear these out. and go back to my settings. What are the other field types that you could use? So text works, Numbers work, linked records work, single selected, multi selected do not work.

[01:00:56] User fields work, but I have noticed [01:01:00] a, something's like specific about it, that's something to keep in mind. User fields have a toggle for allowing multiple users to be selected. And in this case, in this field, this is selected off. So, if I were to try and have my condition dynamically based on the user field, I wouldn't be able to select this one because they're dynamic.

[01:01:28] Settings don't match if I go back and say this one allow multiple, or if I go to the other one and have it not be allow multiple, so making them the same, either, or now I should be able to select user. dynamic, and then the user field. So as long as the user field matches con its settings and conditions, we're fine, but you can't do a multi select [01:02:00] user to a single select user, which is annoying.

[01:02:03] If you are familiar with dynamic filtering in. The context of interfaces, you can compare a user field or the, currently logged in users email against an email field. That does not work here. So if I go back to user, you notice it's not going to let me select my email field here. So. This, might be expected behavior, but I just wanted to call that out because in interfaces, you could use either a user field or an email field to have like dynamic filtering available.

[01:02:43] And here it's type to type. 

[01:02:49] Dan Fellars: What about the, did I, I didn't hear you mention formula. Do formula fields work? 

[01:02:54] Kamille Parks: Kinda. So, What do I have? I'm going to [01:03:00] create a formula field that is just going to be name.

[01:03:11] And then if I go back here and do formula, you can't have it as a dynamic. So I misspoke. I thought I could compare a formula, but only against a regular text field. It turns out dynamic conditions for formulas are just off entirely, but you could still have a static condition.

[01:03:40] Dan Fellars: So I assume roll ups and look ups also not supported. Look ups are. Look 

[01:03:46] Kamille Parks: ups are. Yeah. So the all of the fields that are Compatible and not compatible are listed in this table and at the table, this help [01:04:00] article. I think you just got to read through it because there's, there's, there's more than what I've said in the demo that are like intricacies.

[01:04:07] The user field was one of the examples where it, although it looks like the same on the outside, because it doesn't change the, it's still called a user field. If you were to. Select from the drop down. They are technically different fields. You could see like the icon changes and for whatever reason, Airtable didn't have multiple user as a selectable dropdown.

[01:04:32] So there's just really specific things that you're going to run into when you use this feature. Yeah. 

[01:04:41] Dan Fellars: Yeah. Until they have, yeah, select fields and formula fields, I could see this being frustrating. 

[01:04:49] Kamille Parks: I was expecting select fields to be there. But. Yeah, I don't know. I just don't know. I mean, 

[01:04:59] Alli Alosa: at [01:05:00] the same time, like, I would, it would be nice to have, but I also kind of see the logic where if you have the same select field, like, with the same options on two different tables, like, could or should just be a linked record field anyways, so you're ensuring you actually have the same 

[01:05:17] Kamille Parks: values to compare.

[01:05:19] Yeah, that is true. And I will say I would wrap of the two between select and linked records. I would rather linked records work and they do. So, you know, if, if you're, if you have the ability to convert whatever multi select or single select field into a linked record, then you would be able to make use of this feature.

[01:05:41] Dan Fellars: Dates, dates supported.

[01:05:48] Kamille Parks: Let's try, I know we're over

[01:05:56] date.[01:06:00] 

[01:06:01] No.

[01:06:05] Allie, did you say no, not working? Yeah, not for me. 

[01:06:10] Alli Alosa: It would be, I mean, this is another case where like having date range options too would be nice. You can say, you know, if the date of this record is within a timeframe defined on another table or whatever it might 

[01:06:22] Kamille Parks: be. So it is a pretty, it is a subset, a true subset of all of their fields that it's compatible for, and it's always going to be type to type.

[01:06:33] So user field works. Linked record works, plain text works, numbers works, Dates do not, single and multi select do not, and formulas do not either. 

[01:06:51] Dan Fellars: Very cool. That is useful. I think yeah, if it fits the right use case. I also assume if you, if you [01:07:00] map something and you select something, but, and then you change the filters to where that no longer would have matched.

[01:07:07] It still keeps it there as as the selected 

[01:07:10] Kamille Parks: option. Yeah, it should not unlink. So if I turn this off and hit save, these are still linked together. So 

[01:07:20] Dan Fellars: so it's just for future selection. Yeah, makes sense. Awesome. That is a cool to see that in real life and start playing with it. Let us know your feedback.

[01:07:33] And with that, we'll end today's show and we'll be back next week. Want to thank everyone, Jimmy. Thanks for coming on. Thank you guys. Seeing what you've got in the future and we'll see everybody next week. Take care. 

[01:07:47] Jimmy Daly: Take care.

[01:07:47] OUTRO - 01:07:47

[01:07:48] [01:08:00] Thank you for joining today's episode. We hope you enjoyed it. Be sure to check out our sponsor, On2Air Backups, automated backups for air table. We'll see you next time on the Built On Air podcast.