The example shows how to build a customer portal using a ready-made airtable database created by softr. And how to create a customer portal when we already have a database created in airtable that is different from the template made in softr?
@jk33k2 күн бұрын
Great content as always.
@GarethPronovost2 күн бұрын
Thanks!
@nickygood33423 күн бұрын
This was very cool Gareth ;-) So rad that Softr gave us a month free on Pro. Gonna play around with containers now 😂
@GarethPronovost2 күн бұрын
Yes! Those containers are amazing. I'm finding so many great places to add them!
@GarethPronovost3 күн бұрын
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@clivemorrison13363 күн бұрын
Do you still use ply? Why not?
@GarethPronovost2 күн бұрын
We don't use it internally because none of our automations require human-in-the-loop. It's a great tool though! Also check out relay.app that does something similar!
@GarethPronovost3 күн бұрын
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@caitpotter4 күн бұрын
How could it be possible to combine this with having task dependencies in the template tasks table?
@GarethPronovost3 күн бұрын
It is possible, but a bit too complex for a comment to explain. 😬
@raywill4 күн бұрын
Great video. Thanks so much man for sharing!
@jessiemonkey784 күн бұрын
Fantastic content as usual Gareth. Thanks so much for helping shorten the dev/learning curve for us newbies! Quick question, do you know a solution using fillout/stripe for have services that have variable prices? For example I'm building a tool for an accounting/bookkeeping firm and they typically charge either per project or on a subscription basis, but the price varies based on project scope. I've yet to crack this nut. I want to pull pricing from the Airtable project table I've built, and send a stripe payment link to the customer using fillout. Any advice?
@GarethPronovost3 күн бұрын
Yes! We did a video about calculating variables with Fillout. You can use this method to calculate the total due, based on other inputs from the form. Check it out!
@agoogleuser69375 күн бұрын
Airtable forgot about the smaller customers
@lawrencehiner12455 күн бұрын
Love your tutorials! It's sad to see we skipped the All Day event option in the setup. It appears that Airtable supports creating All Day meetings in Google Calendar, but I'm having a heck of a time going the other way. New All Day events created in Google Calendar do not seem to have a way of telling Airtable that they are All Day - rather, Google sends dates, and somehow GMT time stamping gets added, which causes issues visualizing All Day events in Calendar view (interface specifically). Any workarounds?
@GarethPronovost2 күн бұрын
Ah, that's rough. I haven't played with this just yet, but I suspect you might want to explore Zapier or Make automation to bring this data appropriately into Airtable. Sorry that the native integration doesn't hold up here!
@KoenVeltman-i2c6 күн бұрын
Q1: Can Documint spit out nice lists of the linked records from other tables? (alphabetic, sorted, etc) Q2: Can Documint make a multi-paged/multi record pdf with the press of a single button? (Button is located in a linked record) PS:"Let's face it. This is the world of automation" was a great line...
@GarethPronovost5 күн бұрын
1. Yes, you can present linked records how you'd wish. I'm pretty sure this includes sorting as well 2. Usually one record triggers the creation, but can be linked to multiple.
@jgvandenkooy39666 күн бұрын
Thank you as always for breaking down the updates. I would have missed these, and App Sandbox is a game-changer, especially going into a normalization exercise.
@GarethPronovost6 күн бұрын
Seriously! I think app sandbox is great!
@tommycoe23336 күн бұрын
Branding is the reason I use Softr. So once they catch up on design Softr will be obsolete
@GarethPronovost6 күн бұрын
I hear you, I love the design control in Softr too. The plus side is you don't have to pay per user, but for Airtable you do. 🤷♂️
@tommycoe23336 күн бұрын
@GarethPronovost true. I didnt consider that.
@GarethPronovost6 күн бұрын
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@greginfla_16 күн бұрын
Been nice if you gave some examples what you were referring to…4:37 … what abilities you can’t do currently. Little tricky to understand. Are you referring to creating a new table with these records? Never mind it’s explained later in the video.🤪
@GarethPronovost5 күн бұрын
💪🙌
@NoCode_Reviews10 күн бұрын
bro, this deserves more views
@GarethPronovost5 күн бұрын
Tell all your friends! 😉
@CarleighGagliardi10 күн бұрын
Hi! This video is super helpful, thank you!! Piggy backing on what many others have said -- could you either make a video without the subtasks or leave a comment here on how to simplify without them?
@charlottedesign8411 күн бұрын
Can you have linked but not dependant tasks? For example can you have tasks that are on the same day but need to be performed at the same time?
@Moethebaker11 күн бұрын
how do you make this reflect on Softr forms?
@evan843212 күн бұрын
I've created a job posting site through Softr that is connected to air table. How do I automatically send a new job posting(it is inputted on Airtable) to my subscribers on mailerlite? Thanks
@NancyMelchert12 күн бұрын
Love this, thanks. Do you think there is a way to have an event that is pinned to a certain start and end date and have other things shift around it? For example, if there is a deadline or client meeting that cannot be moved, but tasks can be pushed before or after that one event? If I figure it out, I'll let you know! Thanks for all your vids!
@papercraneca12 күн бұрын
Not going to lie, we completely abandoned Airtable forms. Even the free tier of Fillout is such a massive step up across the board - form logic, styling, multi-step, filtering, being able to add to more than one table at once, etc. etc. - we've just rebuilt everything from the ground up. Having it be directly into our Airtable bases is just the cherry on top. (not a rep, just discovered it a couple weeks back and realized how much of my life I wasted trying to make Airtable forms presentable)
@ricardodacosta63515 күн бұрын
Yeah. I'm not sure why Airtable haven't caught on because then it's a one-stop shop. Unless they have deals with Softr and Fillout :-)
@jeffjohnson279212 күн бұрын
Thanks Gareth. I'm just wondering why use Loom (which seems like a great platform) over KZbin which is free. A url is a url. What benefit other than privacy and no advertising does Loom provide? I can google this, but I just think it's a context that most viewers are asking when they watch. Thanks.
@cianpal13 күн бұрын
Is workflows going to be removed from free tier soon?
@steveruqus268013 күн бұрын
Thanks Gareth.
@velious212113 күн бұрын
it would be nice if blocks and buttons could also be conditional and not necessarily linked to user groups (since that affects pricing). For example "if post has status of "flagged" , remove button from view".
@seanwilson183712 күн бұрын
Sounds like you need to use fillout
@GarethPronovost13 күн бұрын
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@ThroinOakenshield14 күн бұрын
すごくありがたいです。ありがとうございます😊
@clivemorrison133614 күн бұрын
Can we build a crm with smartsuite and softr?
@GarethPronovost13 күн бұрын
Absolutely!
@GeenaMatuson15 күн бұрын
This is excellent, thank you! One note - this doesn't work with a Gantt Chart extension; for some reason, the Gantt Chart adds an extra day onto a task, so all of my dependencies state they 'start before the predecessor end date.' Do you have a video where you integrate something like this with a Gantt Chart? Also - do you have a video to recreate this where, instead of creating tasks with a "Start Date" and auto-generating an "End Date," you start with an "End Date" and work backwards to generate a "Start Date" - where the dependencies formulas and 'Trigger' Automation still work? Thank you for your time!
@GarethPronovost13 күн бұрын
Thanks for watching! Regarding the date, you may want to check timezone settings for your dates. Often a date will bump up if the settings are GMT and not local time. We don't have a video showing how to do this in reverse, but the same logic shown here can still be applied! You'll just swap your formulas to count back instead of forward... Hope this helps!
@GeenaMatuson3 күн бұрын
@@GarethPronovost Thanks, I will try this!
@GarethPronovost16 күн бұрын
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@erenn.yeagerr626017 күн бұрын
then how to unlinked ?
@piotrula718 күн бұрын
Too bad softr is so expensive.
@velious212117 күн бұрын
@@piotrula7 it really is! Wtf.
@anagrahn16 күн бұрын
I was about to get into it myself and noticed what it would cost to build all I want to build. 😮
@velious212116 күн бұрын
@@anagrahn what are you building? Chances are you can use other free software and link them with zapier or make.
@velious212118 күн бұрын
Without re-watching the whole video again, can columns have their own table source or is that also inherited from the block?
@GarethPronovost17 күн бұрын
Table source is inherited from the block, not the container, so they can have different sources.
@GarethPronovost19 күн бұрын
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@stephane-le-crom19 күн бұрын
Excellent. All these problems are so real!
@dgriley728019 күн бұрын
I love fillout / airtable. I just wish you could put a table in the form so that my engineers can fill out a table in the format it would be presented in. It would really help! Hopefully that’s an update in the future.
@evan843219 күн бұрын
Thanks for the video, quick question. I've built a site where companies can post jobs. When clients submit the 'job posting form' it adds their job to the 'job listing' that all non-logged-in users can see. How do I create a form that allows the companies who posted their job, to see only their job specifically and that it is live?
@rb805820 күн бұрын
Super helpful and informational. Far better than AirTable’s own webinars.
@greginfla_120 күн бұрын
Can you have two apps/tables on one form? (Tables are linked)
@DarrenPinder20 күн бұрын
This was awesome, explained well to understand 🙌🏼
@GarethPronovost20 күн бұрын
Get our *FREE AIRTABLE CRASH COURSE* here 👉👉 garethpronovost.com/airtable-crash-course ⚡⚡ Follow along in Airtable here 😍😍 airtable.com/invite/r/v0eI3ASY 🤓🤓
@handbellali21 күн бұрын
This worked perfectly - I added in a step to Find Records and repeat the "create record" and "update record" for every person in my team so that they all have recurring tasks. A great solution.
@snyaluna26121 күн бұрын
Hey Gareth, can I upload an existing template to fillout and get the output on the actual pdf? Like a w9 form? I'm trying to automate a government pdf and the final result needs to be on the template uploaded.
@HampsteadBuildersLt22 күн бұрын
Very valuable im loving your videos Im going to jump in soon but watching all your videos firs t😃
@EdwardTapiaPappo-l9u23 күн бұрын
thank you so much, I was looking to share interfaces with students I work with but was worried that I would be charged every time another creates an account. The fact that read-only collaborators don't incur a charge really makes this project worth it!
@GarethPronovost24 күн бұрын
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@velious212124 күн бұрын
OK, so that's great if the employee is already pre-assigned to the project or whatever, but what about if they weren't and you allowed her to pick her own projects? I'm having a similar problem where a user is making an action that wasn't already pre-assigned to them and I cant figure out how to make softr TELL airtable "hey, THIS user accepted this project". this is very frustrating.
@GarethPronovost23 күн бұрын
Projects and employees should be linked in Airtable. Build a block in Softr that shows the unassigned projects to all users. Then allow them to pick up a project by linking their user in an automation or record edit. Then in a separate Softr block, show users their current projects that they've accepted/linked to.
@Caulmare25 күн бұрын
Can you build it from the start with the Mobil device though ? As a Landscape business owner I don't spend much time if any at my desktop or laptop but most PWA building can't be done with a Mobil device
@GarethPronovost23 күн бұрын
Honestly, I've built hundreds of these, but never even tried from a mobile device. I can't imagine I'd have the real estate on a phone screen to get much done. That all said, I can't say either way if it's even possible. Sorry!