#Airtable zapier create report how to#

I like to separate all of the key things I’m tracking - people, projects, assignment etc. (I’ve added the notion of hours worked, but this may be irrelevant to you - just for illustration really).

#Airtable zapier create report how to#

Views are a more likely solution, but as I only have the free Airtable account, I don’t have access to blocks, so I can’t offer more guidance on how to build an email based on a view. In your situation, I’m not sure that a rollup is going to address your problem. Using a Rollup field in, you would target this link field, which would then let you roll up any other field from for those three people.

In the Project 1 record, you’ll see a link field that has pointers to the records for Bob, Alice, and Jeremy.

It only grabs data from those records that are linked.įor example, say you’ve got a table and a table, and you’ve linked Bob, Alice, and Jeremy in to Project 1 in. The Rollup field doesn’t grab data from every record in the specified field in the target table. The link field defines which records are available to be rolled up. If it knows a rollup is a summary of information from another tab, what is this link field telling it? I can’t create a rollup field without creating a link field, but I’m not sure I understand why. I really have tried to dig into the documentation, but either I’m missing something fundamental or it’s assuming some piece of knowledge I don’t have, or a magical combination of both. Sorry, as I’m sure you can see, I’m very, very confused. If it knows a rollup is a summary of information from another tab, what is this link field telling it? Couldn’t it just ask me to select the tab and the column I wanted to look at in the dropdowns when I set up the rollup?Ī rollup can’t display information from columns other than the rolled up column, right? So I’d need to create two separate rollups, one for project name, and one for freelancers? But how would it then know if the right project name was next to the right list of freelancers? Is it possible to have an email summary go out of a specific view? That way I could just filter for ‘Ongoing’ and send out the summary, and all would be well. Is spitting all this information out into a separate tab before it can be summarised and sent elsewhere, really my only option? All the Airtable documentation seems to be about how views mean you don’t have to have endless tabs etc. As such, maybe it’s best to list my questions: I seem to be having some kind of fundamental mental disconnect as far as the Rollup function goes. However my attempts to do this are not going well. I’m assuming this summary table could then be emailed out (somehow) in its entirety on a monthly basis. This seems like the right solution to me, but I’d like to have a summary of each freelancer attached to a specific project rather than each project attached to a specific freelancer, if that makes sense.īased on looking at the various bits of available documentation, it seems I’d need to create a new ‘Ongoing Projects’ tab and use some kind of conditional rollup to list the Project name and Freelancer columns for all projects in the ‘Projects’ tab for which ‘Ongoing’ is checked. You could also do a Rollup formula to have each project attached to a specific freelancer and send out an email for each freelancer’s projects. If so, I’m happy to try it, but I’m a novice at that too, so be gentle.Īny and all help gratefully received, and as I say, forgive me if the answer is staring me in the face. I guess I might have to do clever things with Zapier for that though.

If I could automate an email at the end of each month with this information in, I’d be extra happy.

Is there an easy way of generating a list of all project names with the freelancers listed under them like the above for only the projects for which the ‘Ongoing?’ checkbox is checked? I’ve currently got a column for my project name, a column containing all the freelancers working on that project, and a column with an ‘Ongoing?’ checkbox to track whether the project in question is still ongoing (along with a bunch of other columns containing information that isn’t relevant to this particular question). I’d like to be able to let our accounts person know at the end of each month what projects are ongoing, and who to expect invoices from, with a summary something like this:įreelancer 1, Freelancer 13, Freelancer 34 etc.įreelancer 12, Freelancer 1, Freelancer 100 etc. I’m using Airtable to keep track of a pool of freelancers and the projects they’re currently working on. Almost complete novice here, so please excuse any foolishness.