11/9/2021 – BuiltOnAir Live Podcast Full Show – S09-E09

Duration: 62 minutes

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The BuiltOnAir Podcast is Sponsored by On2Air – Integrations and App extensions to run your business operations in Airtable.

In This Episode

Welcome to the BuiltOnAir Podcast, the live show.  The BuiltOnAir Podcast is a live weekly show highlighting everything happening in the Airtable world.

Check us out at BuiltOnAir.com. Join our community, join our Slack Channel, and meet your fellow Airtable fans.

Alli Alosa – Hi there! I’m Alli 🙂 I’m a fine artist turned “techie” with a passion for organization and automation. I’m also proud to be a Community Leader in the Airtable forum, and a co-host of the BuiltOnAir podcast. My favorite part about being an Airtable consultant and developer is that I get to talk with people from all sorts of industries, and each project is an opportunity to learn how a business works.

Kamille Parks – I am an Airtable Community Forums Leader and the developer behind the custom Airtable app “Scheduler”, one of the winning projects in the Airtable Custom Blocks Contest now widely available on the Marketplace. I focus on building simple scripts, automations, and custom apps for Airtable that streamline data entry and everyday workflows.

Dan Fellars – I am the Founder of Openside, On2Air, and BuiltOnAir. I love automation and software. When not coding the next feature of On2Air, I love spending time with my wife and kids and golfing.

Show Segments

Round The Bases – 00:04:11 –

A Case for Interface – 00:06:53 –

Explore Interfaces with “Introduction to Interfaces”.

Check out our first look at recently launched Interfaces.

View Script

Meet the Experts – 00:46:11 –

Meet Ben Green.

Visit them online

Automate Create – 00:53:23 –

Watch as we review and work through automations. Implement an Automation to create tasks from templates

Full Segment Details

Segment: Round The Bases

Start Time: 00:04:11

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

Segment: A Case for Interface

Start Time: 00:06:53

Introduction to Interfaces

Explore Interfaces with “Introduction to Interfaces”.

Check out our first look at recently launched Interfaces.

View Script

Segment: Meet the Experts

Start Time: 00:46:11

Ben Green –

Meet Ben Green.

Visit them online

Segment: Automate Create

Start Time: 00:53:23

Airtable Automations – Task Templating

Watch as we review and work through automations. Implement an Automation to create tasks from templates

Full Transcription

The full transcription for the show can be found here:

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