7/18/2023 – BuiltOnAir Live Podcast Full Show – S15-E02
Duration: 61 minutes
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FULL EPISODE VIDEO
Watch the full video of the show. See below for segment details.
The BuiltOnAir Podcast is Sponsored by On2Air – Integrations and App extensions to run your business operations in Airtable.
In This Episode
Welcome to the BuiltOnAir Podcast, the live show. The BuiltOnAir Podcast is a live weekly show highlighting everything happening in the Airtable world.
Check us out at BuiltOnAir.com. Join our community, join our Slack Channel, and meet your fellow Airtable fans.
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
Automate Create – 00:26:16 –
Watch as we review and work through automations. Scott Rose will showcase how to use Make.com to automate the process of importing and exporting Airtable data as CSV
Round The Bases – 00:03:04 –
A Case for Interface – 00:47:43 –
Explore Interfaces with “Detail Pages”.
Kamille will walk us through some recent changes in how detailed/side bar pages work in Interfaces.
Full Segment Details
Segment: Automate Create
Start Time: 00:26:16
Airtable Automations – Automating CSV Import/Export
Watch as we review and work through automations. Scott Rose will showcase how to use Make.com to automate the process of importing and exporting Airtable data as CSV
Segment: Round The Bases
Start Time: 00:03:04
Roundup of what’s happening in the Airtable communities – Airtable, BuiltOnAir, Reddit, Facebook, YouTube, and Twitter.
Segment: A Case for Interface
Start Time: 00:47:43
Detail Pages
Explore Interfaces with “Detail Pages”.
Kamille will walk us through some recent changes in how detailed/side bar pages work in Interfaces.
Full Transcription
The full transcription for the show can be found here:
[00:01:41] Welcome back to the BuiltOnAir [00:01:44] podcast season 15, episode two. [00:01:46] Good to be with you. [00:01:47] We've got a full house. [00:01:49] We've got our special guest, [00:01:50] Scott Rose joining us. [00:01:52] Welcome back, Scott. Well, thank you. [00:01:54] I'm excited to be here. [00:01:55] Always good to have Scott [00:01:57] with us and as always, Kamille and Alli, [00:01:59] welcome. [00:02:01] Hello, have you [00:02:03] very good. Let's go through [00:02:05] what we're gonna be talking about today. [00:02:06] We always do four different segments [00:02:09] to keep you up to date on what's going [00:02:11] on in the Airtable world, [00:02:13] make you a better Airtable user. [00:02:15] We always start with [00:02:16] our Round the Bases to [00:02:18] see what people are talking about [00:02:20] in any new updates. [00:02:21] Then we'll do a spotlight [00:02:23] on On2Air our primary sponsor [00:02:25] and then Scott will be showing us [00:02:28] how to use make.com for importing and [00:02:32] exporting of your data, [00:02:34] CS V data. [00:02:36] And then [00:02:37] Kamille will be going through [00:02:39] some new fun changes [00:02:41] with interfaces and detail [00:02:42] pages [00:02:44] and then a quick shout out to [00:02:46] our community and how you can join. [00:02:48] And then finally, [00:02:49] Scott will do a spotlight [00:02:51] on an app and his first impressions [00:02:54] in using [00:02:55] no loco. [00:02:57] OK. With that Round the Bases. [00:02:59] Couple of things, couple of interesting [00:03:02] things. [00:03:03] We'll, we'll start with this one. [00:03:06] We'll give a teaser [00:03:07] because this is what, [00:03:08] what Kamille is gonna walk us through the, [00:03:10] the changes and whatnot, [00:03:12] but there was a big change [00:03:13] with the interfaces and how [00:03:15] they deal with stuff. So [00:03:17] maybe save your tomatoes for [00:03:19] when we get into that [00:03:20] segment with Kamille. [00:03:22] If you, if you're [00:03:23] not a fan of the changes, [00:03:24] I know there's a lot of pushback, [00:03:26] but [00:03:26] any high level stuff before [00:03:28] we get into the into [00:03:30] the weeds with Kamille? [00:03:32] I'll give just a, an overview of [00:03:35] some of the things. So you can see in this [00:03:39] thread in its companion thread [00:03:41] in the old forums is that [00:03:44] I didn't know I had access to it [00:03:46] quite yet. I didn't see them yet. [00:03:48] So far, this only applies to brand [00:03:51] new detail pages, not detail pages that [00:03:54] were already created [00:03:56] before Circa last Thursday. [00:04:00] It applies to existing interfaces, [00:04:04] meaning if you [00:04:05] already were working on an interface [00:04:08] and you create a new detail page in that [00:04:10] existing interface, it still affects you. [00:04:12] I think that the general preference [00:04:14] would have been only affecting brand new [00:04:16] interfaces and their detail pages, [00:04:19] but that's not the case. [00:04:21] Two, [00:04:23] all detail and all new detail pages, [00:04:25] both sides sheet and full screen are [00:04:28] section based. [00:04:29] And when you create [00:04:30] a brand new detail page [00:04:32] 10 fields are added into a section [00:04:35] but the section is hidden. [00:04:37] And so if you scroll back up a little bit, [00:04:40] what's confusing a lot of people is [00:04:42] that the default layout for a section is [00:04:45] column [00:04:46] when people want row, [00:04:48] most of the time and row [00:04:50] is still not perfect for a couple [00:04:52] of different reasons [00:04:53] which I'll get into later, [00:04:54] but you actually don't see the [00:04:56] option to change it [00:04:57] into row unless you create [00:04:58] another section. [00:04:59] And then the 10 fields that [00:05:01] were there by default [00:05:02] are gonna be labeled as [00:05:03] section one, [00:05:04] you then click section one, [00:05:05] change it from column to row. [00:05:07] I say that because [00:05:08] like [00:05:09] I pointed out before and like [00:05:11] everyone is still confused [00:05:12] so that it's very [00:05:13] clearly a thing that Airtable [00:05:15] needs to adjust. [00:05:16] It has in my opinion, [00:05:18] several benefits and several [00:05:22] you know, things that need to be adjusted, [00:05:24] the things that I think personally [00:05:26] that need to be adjusted seem [00:05:28] like things that can be fixed [00:05:30] relatively easily. I put that [00:05:32] in quotes because I'm not an [00:05:34] engineer. But I [00:05:35] as a software developer, [00:05:37] I can see how I would solve [00:05:39] the problem based [00:05:40] on the infrastructure that they [00:05:41] have in place. So I'll give [00:05:43] my full sort of overview [00:05:45] of what's changed. [00:05:46] Some good, some bad. [00:05:48] Some of the bad is very bad. [00:05:50] Some of the good is, [00:05:51] oh, [00:05:51] well, it's nice. [00:05:52] So [00:05:53] we'll get into that. [00:05:54] A lot of people are upset [00:05:55] for various reasons. So this is [00:05:57] a, [00:05:58] you know, probably the big one [00:06:00] of the month if, if you will, [00:06:02] every so often we get [00:06:03] a, [00:06:03] a [00:06:04] change in Airtable that is, [00:06:08] you know, [00:06:09] it's the [00:06:09] all around, [00:06:11] it's the tornado of the month. [00:06:13] Yeah. [00:06:14] Yeah. [00:06:16] Yeah. And if you want, they do have [00:06:18] a, [00:06:19] support documents. [00:06:21] I don't, did they announce this? [00:06:23] I didn't actually see an [00:06:24] official announcement [00:06:25] of it. I did not see an [00:06:27] announcement sometime. [00:06:29] Sometimes what happens is Airtable [00:06:32] will drop some sort of major update [00:06:35] without much warning. And then like [00:06:37] a week or two, they'll have like an [00:06:40] A MA or something that [00:06:41] will give a deep dive [00:06:42] into it once people have time to [00:06:44] sort of play around with it [00:06:45] themselves and then [00:06:46] come somewhat informed with questions. [00:06:49] I think it's sort of general [00:06:51] sentiment that we would prefer. [00:06:52] Hey, in July, we're gonna [00:06:54] do a major update to detail pages. [00:06:56] If you were working on creating in [00:06:59] interfaces, [00:07:00] half of them are gonna look old [00:07:02] and half of them are gonna look new. [00:07:03] That would have been nice [00:07:05] to know ahead of time. [00:07:06] That's one of the complaints people have. [00:07:08] That's not really specific to this [00:07:10] update. It's sort of a pattern [00:07:12] on Airtable's behalf. [00:07:14] Yeah. [00:07:15] So shout out to Sleepy Joe [00:07:17] on the Airtable forums, [00:07:19] air.tableforums.com [00:07:21] this is the first where I, I saw it [00:07:24] published, maybe, maybe there [00:07:26] was an earlier one out there. [00:07:28] I saw Ben Bailey on our [00:07:30] BuiltOnAir Slack community. [00:07:32] He posted a smaller [00:07:33] screenshot showing the difference [00:07:35] between column and row [00:07:36] as toggle settings, [00:07:38] which is why [00:07:38] this screenshot confused me because I was [00:07:40] like, I thought you could [00:07:42] put it in a row. You can, it's just, [00:07:43] you don't see that option until [00:07:45] you create your second section, [00:07:47] which to me is [00:07:48] flawed. You user experience design. [00:07:51] Yeah. [00:07:52] Yeah. [00:07:53] Got you. [00:07:54] All right. We'll get, we'll [00:07:55] get more into detail on this. So [00:07:57] if you're, if you're concerned about this, [00:07:59] Kamille's gonna gonna [00:08:00] help put you a little at ease of, [00:08:03] of what you can do with these new changes. [00:08:05] I don't know if I will, I'll, you know, [00:08:08] I'll help but you might still be mad. [00:08:11] It depends on what, what you personally [00:08:13] prioritize. [00:08:15] Dan, do you think there should [00:08:17] be a new segment every week [00:08:18] called the tornado [00:08:19] of the month? The tornado of the month. [00:08:22] Sometimes it's not every month. [00:08:24] Sometimes it is, you know, [00:08:25] every two or three months. [00:08:27] But then it's like [00:08:28] we've changed the pricing structure [00:08:30] which is like [00:08:32] massive. [00:08:34] Right. [00:08:34] Right. [00:08:35] Yeah. [00:08:36] Well, speaking of tornadoes [00:08:38] and changes another undocumented one. [00:08:41] So I linked to [00:08:43] the original thread that was [00:08:45] back in April, I believe when they, [00:08:47] when they announced [00:08:49] the, the new home screen back [00:08:51] in March actually, [00:08:53] I guess maybe even before then. [00:08:56] And everybody's saying I wanna [00:08:58] switch back to the old home screen. [00:09:00] Well, last week you likely [00:09:02] got an email saying that, [00:09:03] that, that now everybody is forced [00:09:06] into the new home screen. [00:09:08] And, [00:09:10] yeah, not a lot of happy people. [00:09:12] A few happy people. [00:09:13] Kamille is one of the happy [00:09:14] ones. Scott's one of the less [00:09:16] neutral. [00:09:17] My, my boss here, she doesn't [00:09:19] like the new home page either. [00:09:21] But I'm, I just don't, [00:09:23] I didn't spend a whole lot of time [00:09:24] on the old home page and I don't spend a [00:09:26] whole lot of time on the new home page. [00:09:28] It just does not affect me all that [00:09:30] often. But it is a, [00:09:32] another fairly unpopular [00:09:34] change. [00:09:35] I find it terrible in so many ways. [00:09:37] I, there's, it's, it's such a strange user [00:09:40] experience. Like some pages [00:09:42] have different options. [00:09:44] Like, if you're looking at your workspace [00:09:46] list versus your entire list, [00:09:47] the ways to sort them are [00:09:49] completely different. It makes no [00:09:50] sense to me [00:09:51] that [00:09:52] I had an experience the other day [00:09:53] where I went to go duplicate [00:09:55] a base from the [00:09:55] home screen and it just disappeared. [00:09:58] It was just gone. I had to, [00:09:59] like, search for it to find it. [00:10:01] Like it, it just, it doesn't, [00:10:04] I, I hate it. I, [00:10:05] I feel awful saying that, [00:10:07] but I really, really, [00:10:07] really, so [00:10:08] you don't have to, [00:10:09] you don't have to feel awful about it. [00:10:11] There's plenty of [00:10:11] people who don't like it. [00:10:13] I just happen to be the [00:10:14] only one who doesn't care. [00:10:16] I would agree. I hate it. I, I would, [00:10:18] I would say this is maybe the one of the [00:10:20] top things I hate [00:10:21] about what they've done. [00:10:22] It was, it was an experience [00:10:24] that worked so incredibly [00:10:25] well before. I've never heard [00:10:26] anybody complain [00:10:27] about the old home screen. [00:10:29] And one of the key things is that [00:10:30] you can move things around [00:10:32] in the old home screen [00:10:33] where you wanted them. [00:10:34] So you could figure out [00:10:36] your own priority for what, [00:10:38] you know, you, [00:10:39] you know, it's like when you go, [00:10:40] you sit down at your Mac, you know, [00:10:42] and like your icons in the dock [00:10:44] are at the bottom of your screen, [00:10:45] they're aligned in the order that you [00:10:48] want because it makes sense to you. [00:10:49] Now the new home screen, [00:10:51] you can only sort [00:10:52] it by like recently used, [00:10:53] like just because I went into an app, [00:10:55] I mean, into a base once, [00:10:57] it doesn't actually mean [00:10:58] that that's not my most [00:10:59] important base [00:11:00] that I need at the top at all times. [00:11:04] And I know that they say that, [00:11:05] oh, you can work around [00:11:06] that now by starring [00:11:07] different faces and now they'll [00:11:09] show up in your favorites list [00:11:11] in the side, [00:11:11] but that favorites list is at the bottom [00:11:14] of the, all the rest of the list. [00:11:15] So it doesn't actually resort anything [00:11:17] you have, you still have to click another [00:11:19] time to get to that list. It just doesn't, [00:11:22] it's mind boggling. It's so confusing. [00:11:24] You, you're always lost. [00:11:25] And, like I know that Kamille says [00:11:27] she wasn't, [00:11:27] she doesn't spend too much time [00:11:28] on the home screen. [00:11:29] The problem is, like, [00:11:30] for someone like me, [00:11:30] I'm always on the home screen [00:11:32] because I'm working with [00:11:33] so many clients and I'm [00:11:34] always bouncing between [00:11:36] different workspaces [00:11:37] and now it's a complete, I'm always lost. [00:11:40] I'm always lost. [00:11:42] Yeah. [00:11:43] Well, this was the tornado from March. [00:11:47] That's, [00:11:49] this is the, aftershock. [00:11:52] Yeah, I had been on the, [00:11:53] I had switched back to the old [00:11:55] one for so long that I [00:11:56] kind of [00:11:57] hadn't spent any time exploring [00:11:59] the new one and now [00:12:00] I'm forced to and I'm just [00:12:01] endlessly frustrated. [00:12:03] Yeah, [00:12:03] I was on the old home screen [00:12:05] until, what was it like [00:12:06] five days ago when they forced [00:12:08] us sometime last week, I [00:12:10] think. [00:12:10] Yeah, [00:12:11] it's disappointing. [00:12:13] It's, I think it does come back [00:12:14] to the patterns [00:12:15] and the habits that Kamille was [00:12:17] talking about. It's like [00:12:18] it feels like they're not really [00:12:20] listening to feedback, [00:12:22] which is sort of the ongoing [00:12:24] complaint for years. [00:12:28] Yeah, I'll, in my breakdown [00:12:29] of the new detailed data is I'll, [00:12:31] I'll point out where it feels [00:12:33] where it's evident that they've [00:12:35] listened to something [00:12:36] and it feels evident that [00:12:37] they've [00:12:38] kind of missed the mark [00:12:39] on perhaps what we were [00:12:41] saying because it's, [00:12:42] you can see bits of both but that's for, [00:12:46] that's for. [00:12:47] Yeah. [00:12:48] Yeah, this is interesting [00:12:50] just looking at the the feedback, [00:12:52] you know, this isn't just the the [00:12:55] regular people voicing [00:12:57] their disdain for for [00:12:58] updates. But like this, Alexander [00:13:00] never has submitted complaints [00:13:03] until, until this change. [00:13:06] Yeah. And the other terrible thing [00:13:08] is that in inter the separation between [00:13:10] interfaces and bases [00:13:11] is super confusing it. [00:13:13] They, they look exactly the same, [00:13:15] it does say interface [00:13:16] or base in very small lettering [00:13:18] underneath it. But [00:13:19] I have clients that are completely [00:13:21] confused now because they see [00:13:23] them in the same list and they're like [00:13:25] which one is what I created. [00:13:26] And it's just, [00:13:28] it's if you don't know what you're [00:13:29] looking at, [00:13:30] it makes it even more confusing, [00:13:32] you can filter by base or interface [00:13:35] or both. But I mean, most [00:13:37] I don't, I don't wanna say most people, [00:13:39] I think a lot of people tend to name [00:13:41] their main interface, the same thing [00:13:43] they name their base and that's [00:13:44] confusing. [00:13:46] I feel like they should be visually [00:13:48] distinct in some way, separate them with a [00:13:50] line or something. I don't know [00:13:52] that [00:13:53] there's some things you could do [00:13:54] to make that division more clear. [00:13:56] Right. [00:13:57] Yeah, for sure. [00:13:59] Well, we'll see, hopefully, hopefully [00:14:02] the pushback enforces some changes and [00:14:05] see this is, [00:14:07] yeah, see Dan, it's exactly [00:14:08] what you said about the pushback. [00:14:09] This is what frustrates me the most [00:14:11] about working with Airtable, [00:14:12] is that this is such a pattern. [00:14:15] They roll something out [00:14:17] and based on the amount of pushback, [00:14:19] then they finally do something about [00:14:22] it. But it, like, it almost feels like [00:14:24] it has to reach a certain threshold of [00:14:26] complaints. [00:14:27] Like, once they get 120 complaints [00:14:29] on the form about it then they make a [00:14:30] change. It's like, it's very bizarre. [00:14:35] Yeah, [00:14:35] for sure. [00:14:36] I like Britney's comment there. [00:14:38] That's really, [00:14:39] vicious and, and I agree with it. [00:14:43] I agree with everything she says there. [00:14:45] Yeah, it's the worst U I update I think [00:14:47] I've ever seen from [00:14:48] any product or service. [00:14:50] So [00:14:51] I've, [00:14:52] I've seen worse. [00:14:54] I love what she says [00:14:55] here, whoever designed this [00:14:57] and whoever approved it [00:14:58] should no longer be in [00:14:59] their current roles because [00:15:00] they're clearly awful at their jobs. [00:15:03] What's [00:15:05] your [00:15:05] account of yours? [00:15:06] This is your ghost account. [00:15:09] This is my ghost account. [00:15:11] If you rearrange [00:15:12] the letters of Britney Felix [00:15:15] Scott Rose. [00:15:18] It, it's, it's a, it's an anagram [00:15:20] just rearranging Scott Rose. [00:15:21] It says I've been using Airtable [00:15:23] since 2016, I think, and this has me [00:15:25] seriously considering moving everything to [00:15:27] a different platform. [00:15:29] That's, that's some anger there. [00:15:31] Yeah, I, I don't want to put words in, [00:15:33] in Brittany's mouth. I think it might be [00:15:35] more so the, the [00:15:38] lack of like communication [00:15:39] for this launch [00:15:40] and like, again, the pattern of [00:15:42] behavior. [00:15:43] II, I don't know if it's like literally [00:15:45] the new design of the home page and more [00:15:48] so like [00:15:48] a pattern or what they see [00:15:50] as a pattern in terms [00:15:51] of like they're making [00:15:52] decisions, generally speaking [00:15:55] that, [00:15:56] you know, many people feel [00:15:58] are poor U I or poor [00:16:00] user experience design. [00:16:01] This is probably the straw that [00:16:03] broke the camel's back, [00:16:04] I think in this instance. [00:16:06] Yeah, [00:16:06] I mean, you, you just give us [00:16:08] the ability to drag [00:16:09] and drop them like we used to [00:16:09] and I think that'll take us 50% [00:16:11] of the way to fix it. There's always, [00:16:13] there's always a happy medium for, [00:16:15] you know, moving from some [00:16:17] previous U I to some new U I. [00:16:20] There's gonna be things people like [00:16:22] about the old way and things they didn't [00:16:23] like about the old way [00:16:24] and not necessarily every update [00:16:27] is going to be like better in all regards. [00:16:30] There's always something that you, [00:16:32] you don't have to necessarily [00:16:33] throw everything away. It [00:16:34] is [00:16:35] probably the point for both [00:16:37] the home page and for the new [00:16:39] interface detail pages. [00:16:41] Yeah. [00:16:42] Yeah. [00:16:44] All right. Let's move on one more, [00:16:47] one more frustration from changes, [00:16:50] another undocumented change. [00:16:52] I wasn't aware of this [00:16:54] until friend of the show [00:16:55] Kuovonne [00:16:56] pointed this out. [00:16:59] Apparently they changed the [00:17:02] URL format for shared links. [00:17:05] Oh, wow, [00:17:07] that's huge though. [00:17:08] Yeah. [00:17:12] If the share URL of your form, so [00:17:15] I guess they used to [00:17:16] have the app ID as part [00:17:17] of the share. [00:17:19] No, [00:17:19] no, no. It's the other way around [00:17:21] it. It, it, [00:17:22] it didn't have the app ID and now, [00:17:25] it does include it in [00:17:26] what Kuovonne is saying [00:17:27] is to use, she has an app [00:17:29] in the marketplace that [00:17:32] prefills like form [00:17:36] form fields with whatever you want it, [00:17:39] it's very intuitive extension that [00:17:41] we all certainly recommend people [00:17:43] use completely free everyone to use it. [00:17:46] That sort of relies on pre filling [00:17:49] a specific pattern of URL that she was [00:17:52] expecting, which is how share [00:17:54] links have been for some number of years. [00:17:57] And then they have [00:17:58] quietly changed how share links [00:18:01] look now, old share links [00:18:03] without the base ID [00:18:04] still work at this time. [00:18:06] But in order to use her extension, [00:18:09] you do have to take that [00:18:11] app ID out until or if the extension [00:18:15] is updated to work either way. [00:18:18] So that's what she's sort of [00:18:20] announcing here. And like, personally, [00:18:22] I'm more mad about this update [00:18:24] than the previous two [00:18:26] we discussed for very [00:18:27] specific reason. [00:18:29] But, you know, I will leave that [00:18:32] for another day. [00:18:34] We can't have too many tornadoes at once. [00:18:39] This is tornado alley. [00:18:43] Hi. [00:18:46] Oh, [00:18:46] ok. [00:18:48] So it looks like [00:18:51] so her, so her extension had the app ID [00:18:54] in it. And so if you or it didn't, [00:18:58] it didn't. So [00:18:59] what happens now when you [00:19:01] get a share link, you would [00:19:03] she's basically asking you to take [00:19:05] that out when you paste it into her app. [00:19:07] I believe she might be working [00:19:09] on updating it so that it, [00:19:11] you know, expects it now [00:19:13] because that's the new format. However, [00:19:15] until that [00:19:16] change is like approved [00:19:18] by Airtable for it to [00:19:20] sort of go live [00:19:21] in the marketplace if you will, [00:19:24] it's sort of a manual thing that users [00:19:26] to do, which is somewhat inconvenient. [00:19:30] So if you go to create a new, [00:19:32] if you create a form, OK. Yeah, [00:19:33] I see. So if you go to a new form [00:19:35] view or just to a form [00:19:37] view and then click on [00:19:38] the share form button, [00:19:39] that link that it gives you now [00:19:42] automatically [00:19:43] contains the base ID slash app ID. [00:19:46] OK. Yeah, [00:19:47] that's an interesting [00:19:48] is that for forms [00:19:50] or for sharing a, a base? Or [00:19:52] probably [00:19:54] Yeah, I believe it's both [00:19:56] I could be wrong but it, [00:19:58] it, it stands to reason that it would, [00:20:00] would be both, it should be either [00:20:01] both or neither [00:20:03] having two different methodologies [00:20:05] now form URLs [00:20:06] are a lot longer [00:20:08] with the app ID, you [00:20:09] know. [00:20:10] Yeah. [00:20:10] And so does this break all old old [00:20:13] share links that people have sent out now? [00:20:16] They, they still work. [00:20:18] We don't know if they're [00:20:19] always going to work but at [00:20:21] this time they still work. [00:20:23] I [00:20:23] see. [00:20:24] But they're, but the one [00:20:26] that they're giving you [00:20:27] and they did something similar [00:20:30] with just the main [00:20:31] structure of like bases, [00:20:33] they, they adjusted that but [00:20:34] the old formats still work. [00:20:39] So interesting. So I think they're, yeah, [00:20:41] maybe you could just kind of [00:20:42] standardizing that [00:20:45] this is, you know, this is kind [00:20:47] of interesting because this is [00:20:48] almost the opposite of what somebody [00:20:50] in the slack community found out, [00:20:52] which is that when you make calls [00:20:54] through the API for a record ID, [00:20:56] you, you actually don't even [00:20:58] need the app ID [00:20:59] anymore or, or you never need it at [00:21:01] all. But it's always good practice [00:21:02] to have it in there though. [00:21:03] You, you do need the base ID. [00:21:06] You don't need the table ID [00:21:08] for [00:21:09] record. [00:21:09] Oh OK. Thank you. [00:21:10] Thank you for clarifying. [00:21:12] OK. So that's not really [00:21:13] a, [00:21:13] it's, [00:21:14] well, it's a similar concept [00:21:16] in that like [00:21:16] while it is preferential that you [00:21:18] include as [00:21:18] much information as you can to be specific [00:21:21] previously, you didn't need the base ID [00:21:24] for the share ID because it knows [00:21:26] now you still don't need it, [00:21:28] but it is included. [00:21:29] So they are to Dan's point, [00:21:31] I believe they're just standardizing it. [00:21:33] Like [00:21:34] give me all the information [00:21:35] that there is about this thing [00:21:38] even if I only need [00:21:39] one piece of it. [00:21:40] Yeah, [00:21:40] it makes sense. It makes sense [00:21:42] to be as specific [00:21:43] as possible for good best [00:21:44] practice. [00:21:45] Yeah. [00:21:46] Yeah. [00:21:47] Very good. Last one from the [00:21:50] BuiltOnAir community, [00:21:52] an interesting discussion from Hannah. [00:21:54] What do you perceive to be the best way [00:21:56] to set up users in a base? [00:21:57] Add a user field to each table [00:22:00] or at a user's table [00:22:01] with the user field that then uses [00:22:03] a linked record [00:22:04] and look up for every other [00:22:05] table. [00:22:06] What's your go to? [00:22:08] The latter, for sure. [00:22:10] The latter for me too. [00:22:12] There's so [00:22:13] what [00:22:13] advantages to doing that. [00:22:15] There, [00:22:17] there are, [00:22:18] if I have a build right now [00:22:20] that uses a combination where, [00:22:22] you know, think you think [00:22:23] of having like a project [00:22:25] and then [00:22:26] another table that's like set of tasks [00:22:29] and then a table below that, [00:22:30] that's tasks at the task level, [00:22:32] those are assigned to the people record. [00:22:34] But all previous levels up [00:22:36] are just using the user field, [00:22:38] just copying it down because [00:22:40] I don't need that level [00:22:42] of detail at the higher [00:22:43] levels. [00:22:44] It's just easier from like an automation [00:22:46] and data, data point perspective [00:22:48] because it's like [00:22:49] less [00:22:51] mutable at those stages. [00:22:53] But where it matters, [00:22:55] yeah, I think most people tend [00:22:57] to gravitate towards having a user's table [00:22:59] because [00:23:00] you don't just want someone [00:23:02] to name an email. [00:23:03] A lot of times you also want to [00:23:04] know what role they are in, [00:23:05] what department are they in, [00:23:07] who's their manager, [00:23:08] all that kind of stuff. [00:23:10] Absolutely. And that allows you to have, [00:23:12] especially if you're using, [00:23:13] you know, a third party app [00:23:15] like softer or stacker, [00:23:17] then that user's table comes [00:23:18] in really handy for internal tools [00:23:22] and external, I suppose. [00:23:25] Definitely, [00:23:27] now this will be, now Airtable [00:23:30] might have a different answer because they [00:23:32] probably want to using the [00:23:34] user table because that would [00:23:36] inherently encourage [00:23:37] more users signing in. [00:23:39] Although you can have nonpaying [00:23:42] users in those fields or non non [00:23:44] account users, right? [00:23:48] You can have just a just an email, [00:23:51] but obviously that will drive more. [00:23:53] Now, what I wanna know is [00:23:56] now, [00:23:57] when is the verified data gonna come out? [00:24:00] Because this would be a very common [00:24:02] use case for the verified data [00:24:04] of having a user [00:24:05] table [00:24:07] that, that can get shared across bases. [00:24:10] You know, they say it's available now, [00:24:12] but I have yet to be able to access it. [00:24:15] I can access it [00:24:17] but only in my enterprise environment. [00:24:19] So I don't know if [00:24:20] it's like limited to a specific [00:24:23] either, I don't know if it's a closed [00:24:25] beta available or it's like available [00:24:27] available. But we have [00:24:28] kind of [00:24:29] that we use [00:24:31] the report [00:24:32] page says it's available, [00:24:33] but I don't see it [00:24:34] as something that's available. [00:24:37] Do you have access to an admin panel? [00:24:40] I do. [00:24:42] Yeah, actually, well, I got [00:24:44] that's where my troubleshooting ends. [00:24:48] It could be. Yeah. [00:24:51] Yeah, I can do that. [00:24:52] So we should, [00:24:54] I feel like that should be. [00:24:56] Yeah, be getting rolled out here soon. [00:24:59] It's been, [00:25:00] it was announced a few months ago. [00:25:05] All right. That concludes [00:25:07] the Round the Bases and, [00:25:09] and all the tornadoes [00:25:10] that came through this week. [00:25:12] You fresh on your toes. So [00:25:15] let's move on to On2Air [00:25:17] on2air.com is a tool kit [00:25:19] to run your business on [00:25:20] Airtable. If your business [00:25:22] relies on Airtable, [00:25:23] then you should check out [00:25:26] On2Air. [00:25:26] We're continuing [00:25:29] our [00:25:29] highlights on [00:25:31] celebrating Backup Awareness [00:25:33] month from last month. [00:25:35] We're celebrating it in July [00:25:37] since we were off last month. [00:25:39] But as part of backup awareness, [00:25:42] spotlight on one of our customers LKF [00:25:45] marketing and how they use backups [00:25:48] for their bases to ensure their clients [00:25:51] data is safe. So really good case [00:25:53] study and how they use [00:25:55] backups and the benefits [00:25:57] that they get from using On2Air [00:25:59] backups. So [00:26:01] celebrate with us back up [00:26:02] Awareness Month. [00:26:03] Make sure you're backing up your data [00:26:05] and check out on2air.com/backups [00:26:07] for how that can help in your [00:26:09] business. [00:26:12] Ok. Let's move on [00:26:14] Scott is going to share your screen [00:26:17] with us and we're gonna [00:26:19] be talking about CSV [00:26:20] importing and exporting [00:26:22] and using make.com for that, [00:26:25] right. You ready? [00:26:27] Yes. Share my screen here. [00:26:32] All right. [00:26:34] OK. [00:26:35] All right. Awesome. [00:26:37] So one thing that I notice [00:26:39] has come up actually [00:26:41] a couple of times in the last [00:26:43] month in the variety of Airtable forums [00:26:48] that are out there is people [00:26:49] have been, have been requesting [00:26:51] ways to automatically [00:26:55] automatically get CS V files into [00:26:59] and out of Airtable. And [00:27:01] we know that you can manually [00:27:04] download a CS V file from any view, [00:27:07] you could just go here and [00:27:09] go to download CS V [00:27:10] and you can also manually import CS V [00:27:13] files through a variety of different ways. [00:27:17] One of my favorite ways because [00:27:18] it's the most powerful way [00:27:19] to do it in Airtable [00:27:20] is to use the CS V extension [00:27:22] that Airtable built. [00:27:24] It lets you merge data [00:27:26] as you're importing it. [00:27:27] Here it is right here, [00:27:29] the CS V import extension [00:27:31] and it lets you do a whole [00:27:32] bunch of cool things. [00:27:33] But both of those ways are manual [00:27:36] and a lot of people have been asking [00:27:39] for an automated way [00:27:41] to get CS V files into [00:27:42] and out of Airtable. [00:27:45] And so my favorite go to for all sorts [00:27:47] of complex things is using make.com [00:27:50] and I wanted to show [00:27:52] how absolutely simple it is [00:27:55] to set up automated imports and exports [00:27:58] with Airtable using make.com [00:28:00] and one of the reasons that it's [00:28:02] so simple using make.com [00:28:04] is because if I go [00:28:05] to make.com here [00:28:06] and I go to their list of [00:28:08] apps and services, [00:28:09] they actually have a whole [00:28:11] bunch of modules and [00:28:13] and they're, they're kind of hard to [00:28:15] find because because they're not actually [00:28:17] in any sort of a category [00:28:19] here on the left, [00:28:20] but there's a whole bunch [00:28:21] of modules that make.com has created [00:28:24] that do all sorts of things. [00:28:25] And one of the things that [00:28:26] they created themselves [00:28:27] is their own custom CS V [00:28:30] modules. By the way, there's a bunch [00:28:33] of other cool ones as well that [00:28:36] they've created, like they have their, [00:28:37] they built in their own currency [00:28:39] converter. If you type the word currency, [00:28:41] they've done their own phone number [00:28:44] formatting app. [00:28:46] And it's kind of hard to know [00:28:48] all these little things because [00:28:50] you know, you got to search [00:28:52] for these generic words. They're, [00:28:53] they're not actually apps on the web, [00:28:55] they're just apps that make create it. [00:28:58] So anyways, I'm gonna show you [00:29:00] how absolutely simple it is [00:29:02] to use makes CS V functionality. [00:29:07] So basically [00:29:08] I created this table here. [00:29:10] Let's pretend that we have [00:29:12] an event coming up [00:29:13] and we're keeping track of people [00:29:15] who are coming to the event, [00:29:16] both attendees and vendors. [00:29:18] So vendors pay money [00:29:19] for booths that they're gonna [00:29:21] be [00:29:22] selling their products at and then [00:29:24] attendees will be will be paying a, [00:29:26] a cost to attend the conference. [00:29:29] And what I have here [00:29:31] is a CS V file of [00:29:35] contacts. [00:29:36] And now the reason by the way [00:29:38] that you might have [00:29:39] a CS V file for this is [00:29:40] because [00:29:41] a lot of people have the other [00:29:43] systems and they're not [00:29:44] able maybe these other [00:29:45] systems don't have an API [00:29:47] so you can't actually communicate [00:29:49] in real time with [00:29:50] Airtable or maybe, you know, [00:29:52] they're dealing with [00:29:54] other organizations where [00:29:55] they don't have access [00:29:57] to that organization's app and, [00:29:59] but that other organization is [00:30:01] doing like a [00:30:01] daily [00:30:02] export for them in CS V format. [00:30:04] So there's a whole bunch [00:30:05] of reasons that people [00:30:06] might be dealing with CS V files [00:30:09] on a regular basis. So in this example, [00:30:11] we're sort of assuming that there [00:30:14] was some external system and once a day, [00:30:16] let's say this, the external system [00:30:19] creates a CS V file for them of their new [00:30:22] contacts or maybe even updated contacts. [00:30:25] So this is what the CS V file [00:30:27] would look like. [00:30:28] We've got the contact name, [00:30:30] the company, the contact type. [00:30:32] And then for the purposes [00:30:34] of this demo, [00:30:35] I'm going to assume that every contact [00:30:37] has a unique ID number. [00:30:39] So you could see the unique ID [00:30:41] numbers right here. [00:30:42] But if you don't have a unique ID [00:30:44] number, you know, you could find something [00:30:45] else to use as a unique identifier [00:30:47] for the person, like their email address, [00:30:50] possibly [00:30:51] their full name. [00:30:52] Although that can be a little [00:30:53] little risky, [00:30:54] that might not always be [00:30:55] completely unique depending [00:30:56] how many people you're [00:30:57] working with. [00:30:58] So in this example, we're just gonna [00:31:01] use this contact id column as a unique [00:31:03] identifier [00:31:04] and then [00:31:06] it's super simple to set up. [00:31:07] So this is a CS V file [00:31:09] and I've got it right here. [00:31:10] contacts.csv [00:31:12] and then [00:31:13] all you need to do when you're setting up [00:31:16] a scenario in make is you just need [00:31:17] to have some sort of a watch folder [00:31:20] in a cloud drive somewhere. [00:31:23] So like Google drive, box.com, [00:31:25] Dropbox, [00:31:27] there's probably other ones [00:31:28] I'm not thinking of in this example, [00:31:29] we're gonna go into my Google Drive here [00:31:31] and I've created a folder [00:31:33] here called drop CS V files here. [00:31:36] And so what you would do is [00:31:38] so I've already got the file dropped [00:31:40] in there, but I'm just gonna delete this. [00:31:41] So we can start from scratch. [00:31:43] And what you can do [00:31:46] is you can have your [00:31:49] you know, your staff or if you have [00:31:52] some external app that can dump CS V files [00:31:55] in here, [00:31:55] whatever way you want [00:31:57] to get the file into here, [00:31:58] you just drag and drop your [00:32:01] CSV file right into your watch folder. [00:32:04] And then in make, [00:32:05] this is [00:32:07] the scenario [00:32:08] that I've set up. [00:32:09] It's called import CS V [00:32:10] files into Airtable. [00:32:11] And basically, it's, you could [00:32:13] see how simple this is [00:32:14] it's only five steps here [00:32:15] and you could even technically [00:32:17] even make it fewer steps [00:32:18] if you're only gonna be [00:32:19] creating new records. [00:32:20] But in this particular example, [00:32:22] we're also gonna merge data with existing [00:32:25] records as well. [00:32:26] So basically, you basically just set up [00:32:28] a Google drive module here to watch [00:32:30] files in a folder. [00:32:32] And this is gonna be watching [00:32:34] my drop CS V files here folder [00:32:36] and this one operates on a schedule. [00:32:40] So I've got this set to run every day [00:32:42] at nine o'clock AM. So it'll look for, [00:32:44] you know, the daily CS V file [00:32:47] and then when it finds that file, [00:32:49] it will download the file. [00:32:51] And then here's where [00:32:53] the first part of the magic comes in. [00:32:55] You use makes [00:32:56] parse CS V file. [00:32:58] I'm sorry, parse CS V module. [00:33:02] And [00:33:03] the only catch is is that it's [00:33:05] expecting a certain number [00:33:07] of columns and those [00:33:08] columns always have to be [00:33:09] in the same order. So it isn't like it, [00:33:11] it [00:33:12] isn't like it reads your CS V file [00:33:14] live and figures out the names of all your [00:33:17] columns. You actually always have [00:33:19] to have a standard CS V file [00:33:21] with the same number of columns. [00:33:23] And in the same order [00:33:25] in order to make this work. [00:33:27] And so what it'll do is I've said [00:33:29] that there's nine columns [00:33:31] in this CSV file. [00:33:31] And [00:33:33] down here [00:33:34] you take the data, which is a binary file. [00:33:39] You know, it's a binary, raw data file [00:33:42] and you actually have to use makes [00:33:44] function that's called two string. [00:33:47] And what that will do is [00:33:49] that will change it from binary, [00:33:52] which is unreadable. [00:33:54] You know, it's not human readable. [00:33:56] And it'll take it from that [00:33:58] and change it into actual text [00:33:59] that is readable. [00:34:00] So that's really the trick right here. [00:34:03] Is you have to convert it into a string [00:34:05] of text. [00:34:06] But once you do that, [00:34:08] then it's very easy because [00:34:09] then you're dealing with just [00:34:10] records, just text in make. [00:34:12] And what you could do if [00:34:14] you were only creating new [00:34:16] records, you could simply just add [00:34:19] a create a record module [00:34:21] as the last module [00:34:22] here. [00:34:22] But I went one step further [00:34:24] and I wanted to show off [00:34:26] that make has this ups [00:34:27] search function. [00:34:28] So what I do in this is [00:34:30] I search using an Airtable formula. [00:34:34] I search for each contact id [00:34:38] to see if that person already [00:34:41] exists in Airtable. [00:34:43] If that person already exists [00:34:45] in Airtable. And again, [00:34:47] you could search by an email address [00:34:49] or whatever unique identifier that you'd [00:34:50] like. [00:34:51] If that person exists in Airtable, [00:34:54] we move on to the up search function. This [00:34:56] function, this module here [00:34:59] does two things. [00:35:00] Number one, if that person exists. [00:35:03] So if the result of the search [00:35:06] actually finds that person, [00:35:08] it will simply update [00:35:09] that person's information [00:35:11] with any new information [00:35:13] that was in the CS V file. [00:35:15] But if the person doesn't exist, [00:35:17] it will actually create them [00:35:19] as a brand new [00:35:20] record, an Airtable. [00:35:22] So that is what is so cool [00:35:24] about using make for this [00:35:26] because this one module [00:35:28] will either create a new record [00:35:31] or it'll update an [00:35:32] existing record. [00:35:33] And so if we go back [00:35:34] to our Airtable table here, [00:35:36] you'll see that I've got [00:35:38] these 29 contacts here [00:35:39] and I am going to run [00:35:41] this scenario right now [00:35:43] and we actually have the same 29 [00:35:46] contacts in the, in that CS V file. [00:35:49] So right now it's running the scenario. [00:35:52] It's looping through all 29 contacts. [00:35:54] It's looking for any changes to the fields [00:35:56] and it'll update them [00:35:57] and it finished. It got all 29. [00:35:59] And if we come back in the Airtable, [00:36:01] you'll see that we still have [00:36:03] the same 29 records. [00:36:04] So it didn't add any new records. [00:36:07] It only updated information [00:36:09] that might have [00:36:09] been different in here. [00:36:12] So [00:36:13] that's how you would do that [00:36:15] with an import. [00:36:16] Are there any questions about the [00:36:18] import? [00:36:20] No, that's great. [00:36:22] If the date is the same, [00:36:24] it won't, it, it won't even show a record [00:36:27] update, right? Like [00:36:29] you won't even see a modification? [00:36:32] That is a great question. And let's check [00:36:35] and you are correct. Look at that. So [00:36:38] this was last updated one hour ago. [00:36:41] So if there's no fields that need [00:36:44] updating, [00:36:45] it won't even overwrite it. [00:36:47] So you, it won't even get [00:36:48] a new updated date, [00:36:50] which is really nice actually. [00:36:53] But if you wanted, like sometimes [00:36:55] it's useful to put like [00:36:56] a time stamp of the [00:36:56] last time it was synced. [00:36:58] You could, you could do [00:37:00] that from make, right? You could [00:37:02] just time stamp a field. [00:37:04] Oh yeah, that's a great, [00:37:06] that's a great question. Let's do that. [00:37:08] Should we do that real [00:37:09] quick and check it out? [00:37:11] Let's see. So let's say, [00:37:13] so I think in this case [00:37:14] we probably have to do our [00:37:16] own date field. [00:37:18] So let's do that. I'll create [00:37:20] a date field here [00:37:22] and let's go into make here [00:37:23] and now I'm gonna go in here [00:37:26] and [00:37:27] did it bring up the new one? [00:37:28] Oh, yeah, I already brought it [00:37:29] up sometimes. [00:37:29] If it doesn't bring up your new fields, [00:37:31] you sometimes have to hit the refresh [00:37:32] button up at the top. [00:37:33] And so what I'm gonna do is [00:37:35] I'm going to insert a date. I'm gonna, [00:37:38] so you basically another cool thing [00:37:40] about make [00:37:41] is you've got all these different [00:37:42] functions [00:37:43] across the top here. [00:37:45] And so I'm gonna go into their [00:37:46] date functions. I'm gonna put in now [00:37:49] and then I'm gonna format this [00:37:50] the way that I'd like to format it. [00:37:52] So I'm gonna do the format date function. [00:37:55] I'm actually gonna put now right here [00:37:57] and then all you need to do is tell it, [00:38:01] how you want to format it. [00:38:03] And so I'll do, [00:38:04] we'll do M slash DD slash YYYY. [00:38:09] So that, [00:38:10] and you probably actually [00:38:11] want the time too. So we'll do [00:38:13] H [00:38:14] colon MM. This is all documented. [00:38:17] The, I think it's actually [00:38:18] identical to Airtables [00:38:20] date formatting as well. [00:38:22] And so that looks pretty good. [00:38:25] The only thing we need [00:38:26] to do is go into Airtable [00:38:28] and [00:38:29] show the time as well. [00:38:30] So I'm gonna include the time here. [00:38:33] I'm not gonna get in the whole time [00:38:34] zone thing that can get a little tricky. [00:38:36] So we'll skip that for right now. [00:38:39] So I'll just use the same [00:38:40] time zone right now [00:38:41] and we'll do date and time [00:38:44] and it's probably gonna come in [00:38:46] in my time zone actually. [00:38:48] So let me just do [00:38:50] New York time zone. Okay, cool. So now [00:38:54] because we're actually telling it to [00:38:59] put something in every time [00:39:02] it is probably gonna update [00:39:04] all the records. [00:39:04] So let's [00:39:05] check and see how this works. [00:39:07] So we're gonna run this, [00:39:09] oops and to trigger it, [00:39:10] it knows that it already [00:39:12] processed the CS V file. [00:39:13] So what I'm gonna do is [00:39:15] I'm gonna bring in a new CS V file here. [00:39:17] We're gonna keep both files here [00:39:20] and so here's our new one [00:39:22] and now it's gonna find the new one. [00:39:24] So we're gonna run this [00:39:27] and now it's going through all 29 [00:39:29] and let's see if it does [00:39:30] what we think it's gonna do. [00:39:34] So we'll wait till it's done. [00:39:36] Airtable automations needs that [00:39:38] little pop up to be able to insert it now. [00:39:41] Oh, I know. [00:39:42] Yeah. If you're using [00:39:43] Airtables automations, [00:39:44] you have to create your own form [00:39:45] field field that equals now [00:39:47] and then reference that formula field. [00:39:49] Yeah, or do [00:39:50] a or a script step, [00:39:52] I usually use instead, which is [00:39:54] the time stamp [00:39:56] because now is a very expensive formula. [00:39:58] Just [00:40:00] fyi, it will slow down your base a lot. [00:40:04] Scott, [00:40:04] there's a question from No Code Tour. [00:40:07] Is that expensive in terms of runs? [00:40:10] oh, yeah. Not, [00:40:12] oh, to do this? [00:40:12] Not very expensive, [00:40:14] you could see that. Each one of this [00:40:15] shows you how many runs you've used up. [00:40:17] So this is one run, one run, [00:40:19] one run and then here it's 29 plus 29. [00:40:22] So, [00:40:23] so up till here, [00:40:25] it's just one run each. [00:40:26] It's only when it's processing [00:40:28] each row of your CS V [00:40:29] file when you start getting into [00:40:31] higher numbers of runs. [00:40:34] But make one of the top [00:40:35] 10 reasons that I love, [00:40:37] make so much [00:40:38] is that their pricing is so reasonable [00:40:41] that even on their free plan, [00:40:44] you get 1000 runs, [00:40:45] 1000 operations, they call it per month. [00:40:48] So, [00:40:50] you know, and then if you go up [00:40:52] to $9 a month, [00:40:53] you get 10,000 operations in a [00:40:54] month. This is so much cheaper than, [00:40:57] you know, Zapier, [00:40:58] which is our main competitor. [00:40:59] So [00:41:01] so it's really, really affordable. [00:41:04] Thank you for telling me there [00:41:05] was a question by the way. [00:41:07] And so [00:41:08] you can see here that now we [00:41:10] have the date and time [00:41:12] that it was last synced. [00:41:13] So you could even like, you know, [00:41:15] change the name of this [00:41:16] to like last sync time [00:41:17] or whatever. You wanna call it basically. [00:41:21] So now I'll show you the reverse. [00:41:23] So the reverse is, [00:41:25] let's say that at the end [00:41:26] of the night, [00:41:27] you know, like once a day, [00:41:29] you just want to export your CS V [00:41:32] the, your CS V file out of Airtable [00:41:35] so other people can use it. [00:41:37] Or other people can have it [00:41:38] as a reference or, [00:41:40] you know, you send it to that [00:41:41] external organization. [00:41:43] Well, what's really cool [00:41:44] is there's a bunch of different [00:41:46] ways to set this up. [00:41:47] But one of the easiest and simplest [00:41:49] ways to do this [00:41:49] is you can just create your [00:41:50] own view. So I just call [00:41:52] this the nightly 6 p.m. export. [00:41:55] And what you can do is you can [00:41:57] just filter this view any way you want [00:42:00] and [00:42:01] make will actually pull in all [00:42:03] the records from that view. Now, [00:42:05] of course, they're doing [00:42:06] it using Airtables [00:42:07] API Airtables API is what [00:42:08] provides this functionality. [00:42:09] And so for example, let's say I just want [00:42:13] to see vendors. [00:42:14] That's the only thing [00:42:16] we need to export every day at 6 p.m. [00:42:18] All you have to do is make sure [00:42:20] that this view is set properly. [00:42:22] And if you don't want people to [00:42:23] change it, you know, [00:42:24] you could always go in here [00:42:24] and just lock the view [00:42:26] and then going back into [00:42:29] that's so it's, [00:42:31] it's 100% foolproof to lock the view. [00:42:36] Yeah. No, anyone can unlock it. [00:42:38] So be careful with that as well. [00:42:39] So then I'm just gonna [00:42:41] save our changes here. [00:42:43] I'm gonna go back out to [00:42:46] our other scenario here, [00:42:47] export CS V files from Airtable. [00:42:50] And [00:42:51] what we have here is every night at 6 p.m. [00:42:55] I've got this searching for records. [00:42:57] Now, the real foolproof way to do this [00:43:00] would be to create a formula here. [00:43:02] This is an Airtable formula. [00:43:04] So unless somebody's gonna [00:43:05] be able to get into your make account, [00:43:07] they're not gonna be able [00:43:09] to change, you know [00:43:10] what you're searching for an Airtable. [00:43:12] So this is the real foolproof way right [00:43:14] here. But the easy way is [00:43:17] in you just leave formula blank [00:43:19] and you say, hey, [00:43:20] just pull all the records from [00:43:22] this particular view. [00:43:23] This will give you a list [00:43:24] of all your views here. [00:43:25] I don't, oh [00:43:26] I [00:43:26] guess it's thinking right now. [00:43:27] There we go. So we have the grid view, [00:43:29] no view at all and nightly 6 p.m. export. [00:43:33] So that's the easier way to set it up [00:43:36] if you don't want to worry about creating [00:43:39] formulas here. [00:43:40] So then [00:43:42] it's, you could see how simple [00:43:44] the scenario is. [00:43:45] You actually have two different [00:43:46] options to make, [00:43:47] you have a create CS V option. [00:43:49] And you also have a create CS V [00:43:51] advanced option. [00:43:52] And there is one key difference [00:43:53] between these, [00:43:54] the normal create CS V option [00:43:58] is much easier to set up. All you do is [00:44:03] I'll actually show you what it looks like. [00:44:05] All you do is just check [00:44:06] off the fields that you want. [00:44:08] So I say, OK, I only need to [00:44:10] export the company name, [00:44:12] the phone number, the email [00:44:14] on the website. [00:44:14] I don't need any of this other [00:44:16] information. [00:44:16] So it's much, much easier to set up. [00:44:19] The only problem is you can't control [00:44:21] what order the columns are gonna show up [00:44:24] in your CS V file. I think it exports [00:44:27] the columns in order of [00:44:31] field ID in Airtable. [00:44:32] I think it alphabetizes them by field ID. [00:44:35] I'm not 100% sure. [00:44:36] I, I can't really figure out [00:44:38] what order it puts the columns [00:44:39] in. [00:44:39] So that's the only downside. [00:44:42] So the upside is super easy to use but [00:44:45] you can't control the column order. [00:44:48] And, but so the more advanced [00:44:50] way of doing it is [00:44:52] to use their create CS V [00:44:53] advanced module. [00:44:54] Now, what's cool about this is [00:44:57] you get to specify your own data structure [00:45:01] and that's actually done from another [00:45:03] screen here. [00:45:04] I won't go into that too much. [00:45:05] You just set up all your fields [00:45:07] and you say whether they're text or number [00:45:09] and there's actually some other [00:45:11] choices too [00:45:11] like bullying and stuff like that [00:45:13] and, [00:45:15] and then it lets you actually map them [00:45:19] in the or so you create the data structure [00:45:22] in the order that you want [00:45:23] and then all you do is just map [00:45:25] in your Airtable fields here. [00:45:27] So [00:45:28] this just takes a few minutes to set up. [00:45:30] But what it'll do is every night at 6 p.m. [00:45:32] it'll search for the records that you [00:45:34] want. [00:45:35] It'll create the CS V file. [00:45:37] And then the final step is [00:45:39] you just upload that file [00:45:40] to your cloud drive. [00:45:42] And what I like to do is it asks [00:45:44] you what is the file name of your upload? [00:45:46] And I always like to append the file name [00:45:48] with the, with the time stamp. [00:45:50] So, you know, when that file was [00:45:52] created and it doesn't [00:45:54] overwrite any old files [00:45:55] if it has the exact same name. [00:45:57] So let's just run that real quick. [00:46:00] We have here, we have eight people here on [00:46:02] this view. [00:46:03] And what we are going to do [00:46:05] is we're gonna go into my drive. [00:46:06] We're gonna go to this other folder [00:46:09] I've created called retrieve CS V [00:46:11] files here. [00:46:12] And now, and you'll see here, [00:46:14] I told it to upload to that folder. [00:46:16] So now we're gonna run this [00:46:17] and we'll see what happens. [00:46:19] So it's creating the file [00:46:21] in this case, by the way, [00:46:23] it only takes one operation [00:46:25] to create the CS V file no matter [00:46:27] how many rows you have. So even if you're [00:46:30] exporting like 1000 records, [00:46:32] it's only gonna take up one operation [00:46:34] and make, which is very cool. [00:46:36] And so now we're gonna go into my [00:46:38] Google drive and here's the file. [00:46:40] I called it CS V file and here's the [00:46:43] time stamp, July 18th 2023 [00:46:45] 11:45 a.m. which [00:46:46] is my local time. [00:46:47] And then if I open this up here, [00:46:49] here we go. [00:46:52] It's a little bit small. [00:46:53] I can't get to the plus [00:46:55] we can see it. Ok. You can see it. [00:46:57] There we go. [00:46:57] Thank you. And here you go. [00:46:59] This is in the exact order [00:47:01] that I want the CS V [00:47:02] file to be in and we only [00:47:03] have eight records, [00:47:04] it says nine rows because the first [00:47:06] row is the are the field headers [00:47:09] and that's it. [00:47:09] And so now you have a nightly [00:47:11] dumping of the CS V files [00:47:15] that you want [00:47:16] and [00:47:17] that is it. That's, it's, it's, it, it, [00:47:20] it doesn't get much simpler [00:47:22] than that, but there's a lot of [00:47:24] little nuances [00:47:25] and a bunch of little advanced [00:47:26] things that you can do [00:47:28] to make it to make it really cool. [00:47:31] Awesome. [00:47:32] That's great. Thank you, [00:47:34] Scott for sharing that [00:47:37] very [00:47:37] useful [00:47:38] comes in handy. [00:47:39] OK. Let's move on [00:47:42] Kamille. [00:47:43] We might Scott, we might save [00:47:45] your segment for a future [00:47:47] show just depending [00:47:48] on how long we go here. But [00:47:50] you're gonna share us [00:47:51] on interfaces and detail pages [00:47:56] OK. So [00:47:58] just a high level overview, [00:48:01] there's a lot going on. [00:48:02] Just wanna point out [00:48:05] give you giving you a precursor [00:48:08] in the old design system. [00:48:10] You were able to do things like this, [00:48:12] just keep this screenshot in mind. [00:48:16] And then [00:48:17] in this thread, [00:48:18] there's a lot of frustrations [00:48:20] from a lot of different people and [00:48:21] I've included a fairly substantial [00:48:24] breakdown of everything that I've noticed. [00:48:27] So if I don't mention something [00:48:29] here, I've probably already [00:48:30] mentioned it in this [00:48:31] particular thread, including [00:48:33] a lot of detailed screenshots. So [00:48:36] just so, you know, I think I've, I've [00:48:40] covered everything [00:48:41] that I could possibly cover. [00:48:44] I'm going to go to the [00:48:46] interface that I used as [00:48:49] an example for what the new [00:48:52] detail pages look like. [00:48:54] So this is one of them. [00:48:57] I'm gonna try and cover [00:48:58] all of the high points really quickly. [00:49:01] One [00:49:02] titles for detail pages are now [00:49:05] form formalized, meaning [00:49:08] you pick a field in the table [00:49:10] that marks it as the name of the [00:49:15] name of the detail page that you're on [00:49:18] and the title has an area [00:49:20] where you can have buttons next to it. [00:49:23] Similarly, there are sections [00:49:25] that can be applied to a detail page. [00:49:27] And for here I'll go into edit mode [00:49:30] so that we can see what those look like. [00:49:32] As you kind of hover, [00:49:34] you can see the difference [00:49:37] between two different [00:49:38] sections that are stacked [00:49:40] on top of each other. [00:49:41] Something that confuses a lot of [00:49:43] people is that the default for sections is [00:49:46] column, most people probably [00:49:49] want rows unless [00:49:51] there's specific things, [00:49:53] but it seems like most people [00:49:54] want to put things next [00:49:55] to each other. You do that [00:49:57] with the row option [00:49:59] titles and descriptions [00:50:01] are available for each section. [00:50:04] For each section, you can turn those [00:50:07] off independently of each other. [00:50:09] When you turn them back on, [00:50:11] they don't get deleted, which is nice. [00:50:13] You can also have action buttons [00:50:16] applied to an individual section. [00:50:18] They will always go next to the title. [00:50:21] You can't place them next to fields. [00:50:23] That's a major criticism for many people. [00:50:27] All of the buttons are basically the same. [00:50:29] There's no change to what buttons do. [00:50:31] It's just changing where they can go. [00:50:34] OK. [00:50:35] For [00:50:37] I'm gonna Sprinkle in things that [00:50:39] I think are positive and things that I [00:50:41] think are negative. [00:50:43] As I go a [00:50:44] major positive for me is I can do this [00:50:46] now, I don't, I can't tell you how [00:50:48] frustrating it was with the old design [00:50:51] system of laying things out in a row [00:50:53] and then [00:50:54] deciding, oh I need a whole other [00:50:56] row and then your client [00:50:57] saying I want this [00:50:58] row to go above the other one. [00:51:00] You had to move each individual [00:51:02] field one by one. [00:51:03] I've wasted hours of my life [00:51:05] doing that. It was a bad, [00:51:07] it was terrible before and now [00:51:09] I can just do that. [00:51:10] I think that's amazing. [00:51:12] Now for some negatives, [00:51:14] a lot of like, like I said, [00:51:16] a lot of people wanna be [00:51:17] able to place an action button [00:51:19] anywhere. Similarly, [00:51:20] this the free text element has sort [00:51:23] of been replaced with section [00:51:25] descriptions. A lot of people had [00:51:28] layouts where they put [00:51:30] descriptions next to [00:51:31] the fields that are relevant. [00:51:34] So for some reason when you include [00:51:36] fields, you can include the name of the [00:51:39] field, you can rename the [00:51:41] rename the field as it's presented here, [00:51:43] but you can't include [00:51:45] the fields description. [00:51:46] It [00:51:46] feels like you should be able [00:51:47] to do that. [00:51:48] And a lot of people circumvented that [00:51:49] with text elements and only having them as [00:51:53] section descriptions. [00:51:54] Many people find that to be [00:51:58] I'm going to switch this to sides [00:52:00] sheet really quickly [00:52:01] to sort of demonstrate [00:52:02] the difference for rows [00:52:05] when you have it in the side sheet [00:52:07] orientation, the maximum number of fields [00:52:10] you can have next to each other is three [00:52:12] in full screen, the maximum is four. [00:52:15] This is very consistent. [00:52:17] I understand why it's done [00:52:19] that it's clean. If I do that, [00:52:21] you can see that things are perfectly [00:52:23] responsive. I suspect that's why they made [00:52:26] a lot of these changes because [00:52:28] they want them to be [00:52:29] visible clearly on mobile. [00:52:31] So [00:52:31] that's prepped and nice. However, [00:52:34] a lot of people myself [00:52:35] included really want [00:52:36] finer control over what [00:52:40] the columns are. [00:52:41] Sometimes I want only two columns. [00:52:43] I don't have that choice anymore. [00:52:45] It's either three or four [00:52:47] depending on if it's side [00:52:48] sheet or full screen [00:52:50] in my latest batch of screenshots, [00:52:52] I sort of point out that under the hood [00:52:54] sections are built using [00:52:56] CS S grid, meaning [00:52:58] you could add under the hood [00:53:01] CS S properties, [00:53:03] grid column and grid row spans. [00:53:06] It takes, [00:53:07] I think a cumulative [00:53:09] total of like 40 characters [00:53:11] in CS S to solve a lot of these [00:53:13] problems to have, [00:53:15] you know, a long text field, [00:53:17] which typically takes up a lot of space [00:53:19] giving us the ability to make this [00:53:21] span two columns [00:53:23] or span two rows or however [00:53:24] many that we decide [00:53:26] simple change that I want there [00:53:28] pretty quickly. [00:53:32] Something that might be confusing [00:53:35] to people, I am going to, [00:53:40] I'm gonna get rid of [00:53:42] my [00:53:43] assigned or linked record field [00:53:46] and show you the process [00:53:47] that you go through [00:53:48] in order to show [00:53:50] a grid calendar, et cetera. [00:53:53] So you can't just drag [00:54:00] a linked record field into [00:54:02] its own new section like that. [00:54:05] What you have to do is you have [00:54:06] to drag it into either [00:54:08] a section that already [00:54:09] exists or a new section on the side bar, [00:54:12] which is not great. [00:54:14] In my opinion, [00:54:16] If you have a linked record field [00:54:19] show as the pills or the cards or any of [00:54:21] these sort of standard views before. [00:54:24] If I go back to here, [00:54:28] when you have it in any of these [00:54:30] orientations grade calendar, [00:54:32] et cetera. [00:54:33] They become their own [00:54:35] section. That's like [00:54:38] it's, it's outside of any of these other [00:54:40] field sections. You can't put [00:54:42] a grid next to my, [00:54:43] like my member account, for instance, [00:54:48] that there's, there's good things [00:54:50] and bad things about that. [00:54:51] One of my problems with [00:54:54] these sort of sections is you have [00:54:57] no control over how [00:54:58] tall a grid or a list you [00:54:59] are, [00:55:00] I think list [00:55:03] is automatically the height of your list [00:55:05] grid. Is this arbitrary [00:55:07] height that you can't change. [00:55:09] Gallery you can change by showing [00:55:12] how many different rows there are on the [00:55:15] page. I think that's fine. But for, [00:55:17] for whatever reason, you have no control [00:55:18] over how tall a grid is. [00:55:20] I think that's bad. [00:55:21] Yeah. [00:55:23] For these linked record sections, [00:55:25] you can have a title. [00:55:26] You would rename it, [00:55:28] how you would rename everything [00:55:29] else, but you can't have a description. [00:55:32] It's also bad. They should be, [00:55:33] they should be consistent. [00:55:35] Something that is very good is that in the [00:55:39] newer full page [00:55:41] interface pages that we've had [00:55:43] for some time now, [00:55:45] they came with a couple of different [00:55:47] options including allowing end users to [00:55:50] switch [00:55:51] out. The same data is visualized [00:55:53] timeline doesn't make sense for this. [00:55:55] So [00:55:57] your end user will now be able [00:55:59] to change how things are presented. [00:56:02] It also includes end [00:56:03] user [00:56:05] filters like drop downs [00:56:07] and things like that. [00:56:09] All of those got carried over. [00:56:11] You can allow people to search et cetera. [00:56:14] You can also [00:56:16] they've fixed, you can now add new [00:56:19] records to a linked [00:56:20] record field directly [00:56:22] within an interface without having [00:56:24] a button that triggers an automation [00:56:26] in order to do so. [00:56:27] That was the craziest limitation [00:56:29] that interfaces had is now fixed. [00:56:32] You can also link in unlink records. [00:56:35] That was a an another major limitation [00:56:38] because think of things instances where [00:56:43] like a line item for an invoice, right? [00:56:46] You [00:56:47] it it I actually have an example [00:56:50] for this over here. So [00:56:52] like this person ordered one [00:56:54] of these of this item. [00:56:56] If I want to get rid of this, [00:56:58] I don't necessarily want to unlink it. [00:57:01] I wanna delete it because no one [00:57:03] else should have that line item. [00:57:04] It's specific to this order. [00:57:06] However, in this case, [00:57:08] I might not want to delete this person. [00:57:10] I might just wanna unleash them from this [00:57:13] campaign. I now have the [00:57:15] option to do those. [00:57:16] Those are two separate options [00:57:18] that you can toggle [00:57:23] in addition to allowing you to [00:57:25] edit things inline. So I think yeah, [00:57:27] turning on in inline editing [00:57:29] allows you to delete. [00:57:30] Whereas that separate option [00:57:32] allows you to unlink, [00:57:34] you can add, using any of the forms. [00:57:36] You can also separately toggle whether you [00:57:39] can add someone who's existing [00:57:41] or only adding new. [00:57:43] That's a good distinction to make. [00:57:46] This is why I say there's [00:57:47] a lot to like and a [00:57:48] lot to dislike. So, again, [00:57:50] I point out a lot of this stuff in, [00:57:54] my, my thread because [00:57:56] there's simply a lot to go over. [00:57:59] a problem. I have noticed that [00:58:01] I don't think anyone [00:58:02] else has noticed which [00:58:03] frustrates me to no end for some reason. [00:58:08] in the new detail pages, [00:58:09] if you add a list view, [00:58:11] there's no place to add [00:58:12] hierarchies and that's the [00:58:14] entire point of a list view. [00:58:16] So I don't know what happened there. [00:58:20] I think that's a major limitation [00:58:23] that no one else has noticed [00:58:24] some other limitations. [00:58:26] You can't put a chart on a in a [00:58:29] detail page anymore. [00:58:31] I think that's major. To me, [00:58:33] it makes sense to add charts as a type of [00:58:36] visualization [00:58:37] from for linked records [00:58:39] is they were always, [00:58:41] they were always taking [00:58:42] in multiple records. [00:58:43] It makes sense for it to go there. [00:58:45] It's not there yet. [00:58:49] I hope they add that very soon. [00:58:50] Otherwise I can't use these [00:58:51] for the project [00:58:52] I would want to use them for. [00:58:54] You can't add arbitrary [00:58:56] dividers anymore. [00:58:58] They get added automatically in [00:59:00] between sections. [00:59:03] That I don't necessarily mind. [00:59:05] I do wish we had a toggle [00:59:07] for whether or not I [00:59:08] want this line to be there [00:59:10] and maybe another toggle [00:59:12] for how much space to put in [00:59:13] between sections, [00:59:15] but that's kind of minor stuff. [00:59:18] Really quickly, I'm gonna show [00:59:21] how comments look [00:59:23] comments if you're on full screen, [00:59:25] take up this sort of right [00:59:27] hand side bar. [00:59:28] I think that's a logical [00:59:29] place to put them. [00:59:30] I do wish this were collapsible [00:59:32] much like all of like [00:59:34] the view sidebar, things, the interface, [00:59:37] navigation sidebar. [00:59:39] I, I want things [00:59:40] typically to be collapsible. [00:59:41] And if you're in the sides [00:59:43] sheet [00:59:43] orientation comments appear at the bottom [00:59:47] like this really quick, [00:59:48] they appear down here [00:59:50] and they kind of expand up and [00:59:51] then you can close them down. [00:59:53] That's nice. I like that. [00:59:54] You can't do that on [00:59:55] full screen. I think you should, [00:59:57] they should make it so [00:59:58] that we could do that. [01:00:01] I don't wanna miss anything [01:00:03] major because I know [01:00:04] we're running up on time, [01:00:05] but those are like [01:00:06] the [01:00:08] like major major major [01:00:11] changes. I'm going to really, [01:00:14] really, really quickly [01:00:15] see if I can [01:00:18] explain [01:00:23] I'm about to be kicked out [01:00:25] of my conference room as well. [01:00:27] So that's fun. [01:00:31] What am I wanna do? [01:00:32] I wanna create a new layout. So [01:00:34] when you first create a new detail [01:00:37] page, this is what it looks like um where [01:00:40] it's using the column [01:00:42] format for your section. [01:00:44] This is what I I mentioned earlier [01:00:46] that here are your fields, [01:00:48] they are in a section, [01:00:50] but you have no way of changing [01:00:52] it from column to row. [01:00:53] And that's why so many people [01:00:55] are confused. If you create a new section, [01:00:57] this sort of reveals [01:00:59] itself as the section it is [01:01:01] and then you click section one [01:01:03] to options and change that to row. [01:01:04] That's what [01:01:06] people are missing because [01:01:08] it is very un obvious. So [01:01:10] yeah, I'll stop there. [01:01:11] And then again, [01:01:13] a [01:01:13] lot of my thoughts are sort [01:01:15] of pointed out in this thread. [01:01:17] You are welcome to disagree, [01:01:19] but I feel like I want people [01:01:21] to get in here and [01:01:22] use it because there's a chance [01:01:24] they've solved something that has [01:01:26] been a frustration for you and there's a [01:01:27] chance they've [01:01:28] introduced something that wasn't [01:01:30] a frustration for you. [01:01:32] And they've added one [01:01:34] for me. It was a mix of both. [01:01:35] Some of the changes [01:01:36] I really like and some of them [01:01:38] annoy me. So [01:01:39] Kamille two questions. One, [01:01:41] if you delete that section two there, [01:01:44] it's still the column one will re [01:01:45] section one will remain. [01:01:47] Yes. So [01:01:49] yes. So you could click directly [01:01:51] on a section and hit delete. [01:01:53] That's nice. This is still here. [01:01:56] Oh, no, [01:01:57] I feel like yesterday when I tried [01:01:59] this section one kind [01:02:01] of for me where it is, [01:02:02] it, [01:02:02] it's still there, [01:02:04] still [01:02:04] there, but [01:02:05] it's just not, [01:02:07] you know, this is that [01:02:09] Airtable. That's bad. [01:02:11] That's [01:02:12] very [01:02:12] for people to [01:02:13] fix that. [01:02:15] Because then your option, [01:02:16] if you only wanted one [01:02:18] section and you wanted to go [01:02:20] back and change things, [01:02:21] you would have to [01:02:22] turn everything about that section [01:02:24] off just so that you can [01:02:26] have these. [01:02:27] That's so weird. [01:02:29] Like why, why [01:02:33] like [01:02:33] that. [01:02:35] I'm sorry, what was [01:02:36] that? [01:02:36] I'm sorry. [01:02:37] I was just saying it's things [01:02:39] like that that make this [01:02:40] what could have been an [01:02:41] awesome update because again, [01:02:43] we're, we're primed [01:02:44] and ready for mobile ready [01:02:45] interfaces. [01:02:46] We can now filter on a detail page, [01:02:49] you can allow and users to [01:02:50] switch visualization but it's just, [01:02:53] it's just not there yet. [01:02:55] That's a little Polish. [01:02:56] You know, I love that little [01:02:57] more Polish, a little more Polish. [01:03:00] I love the that feature you showed earlier [01:03:03] where you can now unlink or delete [01:03:05] linked records. But I would love for that. [01:03:08] They need to bring that to the grid view. [01:03:10] Yes, I would agree. [01:03:12] It's, it's things like that [01:03:13] where I mentioned earlier. [01:03:15] Sometimes it feels like they're really [01:03:16] listening and sometimes it feels like [01:03:17] they're really not. [01:03:19] To me that sounds like they really [01:03:21] were listening because [01:03:22] I said Airtable came [01:03:23] to my office like a month ago. [01:03:25] And one of the things [01:03:26] I said is I need to be able [01:03:27] to filter on a detail page [01:03:29] and it's here. Now, [01:03:29] sometimes [01:03:31] people really like the flexibility [01:03:34] of the the width of, of fields and that's [01:03:36] gone. And that's the thing that [01:03:38] people are seem to be [01:03:39] most frustrated about. [01:03:41] I'm about to be kicked out [01:03:42] of my conference room. [01:03:43] So I got, I got a jet [01:03:45] those are my thoughts. [01:03:47] It's all documented and accurate. [01:03:48] Thank you, Kamille [01:03:49] yeah, thank you. [01:03:51] Very good. [01:03:53] So, we'll Scott, we'll get you [01:03:55] on another show and we'll, [01:03:56] we'll go through the, the Noloco platform [01:03:59] and get some more insights there. [01:04:01] So, [01:04:01] just a quick shout out, [01:04:03] we'll end with join our community. [01:04:05] We'd love to have you [01:04:06] if you're at all interested [01:04:07] in Airtable learning or improving, [01:04:09] becoming an expert [01:04:10] at all levels are welcome. [01:04:12] Join us at builtonair.com/join [01:04:15] and that will get you into our [01:04:17] Slack community [01:04:17] and subscribe to our youtube [01:04:19] channel. [01:04:19] Thank you all for joining [01:04:21] and we will see you next week. [01:04:23] Thank you. Thank you. Bye.