Learning Airtable

Spis treści ebooka

• Preface
  • Who Should Read This Book
  • Navigating This Book
  • Conventions Used in This Book
  • OReilly Online Learning
  • How to Contact Us
  • Acknowledgments
• 1. Introducing Airtable
  • What Is Airtable?
    • Airtable and the No-Code Movement
  • How We Got to Now: Spreadsheets and Databases Collide into Airtable
  • Airtables Primary Components
    • Three Sections: Data, Automations, and Interfaces
    • Bases, Records, and Tables
    • Fields
    • Views
    • Automations
    • Interfaces
  • Airtable Pricing
  • Airtables Competitive Advantage
    • The Airtable Community
    • Airtables Backers
    • Design and Product Excellence
  • Airtable in Context
  • What This Book Will Cover
  • Summary
• 2. Working with Records and Fields
  • Records
  • The Primary Field
  • Fields and Field Types
    • Input Fields
      • Text fields
      • URL, Phone number, and Email fields
      • Single select and Multiple select fields
      • Number, Percent, and Currency fields
      • Duration
      • Date
      • Rating
      • Checkbox
      • Attachment
      • Barcode
    • The Button Field
    • Calculated Fields
      • Autonumber field
      • Created time field
      • Last modified time field
      • Last modified by field
      • Created by and User fields
• 3. Linked Records and the Lookup Field
  • Why Use Linked Records?
    • Define Relationships Between Things
    • Create a Single Source of Truth and Reduce Repetitive Manual Entry
  • Relationships Between Records in a Relational Database
    • One-to-One Relationship
    • One-to-Many Relationship
    • Many-to-Many Relationships
  • Aggregating Data from Linked Records
    • Lookup Field
      • Creating a Lookup field
      • Adding conditions to Lookup fields
      • Putting conditions on Lookup fields
    • Count Field
• 4. View Essentials
  • Configuring Views
  • Getting Started with the Grid View
  • The Grid Views Configuration Options
    • Filtering
      • Conjunctions and condition groups
      • Nesting condition groups
    • Sorting
    • Hiding Fields
    • Height
    • Summary Bar
    • Coloring
    • Grouping
  • Creating and Organizing Views
    • Creating a View
    • View Permissions
      • Personal views
      • Locked views
• 5. Importing Data
  • Importing CSV Files and Spreadsheets
    • Importing Tabular Data from CSV Files
    • Importing Google Sheets and Excel Data
  • Importing Different Types of Data
    • Numbers, Currency, and Dates
      • Numbers
      • Currency
      • Dates
    • Outliers When Importing Spreadsheet Data
      • Checkbox
      • Multiple select field
      • Beware of spreadsheet formulas
  • Sync
    • Syncing an Airtable View
      • Trade-offs when syncing
      • Syncing from another source
    • Multisource Sync
      • Setting up multisource sync
      • Manage fields in multisource syncing
      • Manage and enhance multisource synced tables
    • Security When Syncing
      • Securing shared data with a password
      • Securing shared data via email domain
  • Form View
    • Setting Up a Form
    • Managing Form Access
    • Conditional Form Fields
• 6. View Types
  • Visually Organizing with Cards: Gallery and Kanban Views
    • Gallery View
    • Kanban View
  • Visually Organizing Using Dates: Calendar, Timeline, and Gantt Views
    • Calendar View
    • Timeline View
    • Gantt View
    • List View
• 7. Creating the Fall Tour Tracker Base
  • Creating Relationships Between Tables
    • Connecting Cities to Lodging
    • Connecting Cities to Venues
  • Creating the Shows Table
  • Creating the Regions Table
• 8. Formulas
  • Basics of the Formula Field
  • Formula Components
    • Fields
    • Operators
    • Functions
    • Numbers
    • Text/String Data
  • The Formula Editor
    • Introduction to Operators and Functions
      • Text, numerical, and date and time
      • Logic
      • Array, record, and regex
    • Formula Examples
      • Ampersands (&) and quotation marks () in formulas
      • CONCATENATE()
  • Text Functions
    • SUBSTITUTE()
    • Shortening Venue Names Using SUBSTITUTE(), LEFT(), and FIND()
    • Using FIND() to Find the First Word
      • Creating conditional logic with IF()
  • Date and Time Functions
    • Calculating Weeks of the Tour
      • Formatting show dates
      • Cleaning up the primary field
      • Finding days off in the tour schedule
  • Numeric Functions
    • Calculating Ticket Revenue Estimates
  • Logical Functions
    • Determining Whether to Buy an Insurance Policy
    • Using SWITCH() to Calculate How Many Days Off Between Shows
    • Using Nested IF() Statements for Data Validation
• 9. The Rollup Field
  • What Does It Mean to Roll Up a Field?
    • Rolling Up Grocery Store Orders
    • Setting Conditions for Rollup Field
    • Choosing a Rollup Function
    • Rolling Up Costs from the Fall Tour Tracker
  • Rollup Functions
    • Arithmetic Rollup Functions
      • AVERAGE
      • SUM
      • MIN and MAX
    • Logic Functions
      • AND
      • OR
      • XOR
    • CONCATENATE Text Function
    • Array Functions
      • ARRAYCOMPACT
      • ARRAYJOIN
      • ARRAYUNIQUE
• 10. Extensions
  • Three Major Categories of Airtable Extensions
    • Extensions That Work with Data in Your Base
      • Extensions for visual display
        • Chart
        • Summary
      • Utility extensions
        • Dedupe
        • Base schema
        • Batch update
    • Extensions That Connect to Third-Party Services
      • Examples of third-party extensions
        • Data Fetcher
        • NoBull
        • On2Air Backups
    • Scripting Extension
      • Script examples
        • Convert URLs to attachments script
        • Validate emails script
      • How to install a script
        • Installing an extension from the Marketplace
        • Installing custom code into the scripting extension
      • Where to find Airtable scripts
      • Putting code into the scripting extension
  • Top Airtable Extensions
    • Chart Extension
      • Bar chart
      • Line chart
      • Scatter plot chart
      • Donut chart and pie chart
    • Web Clipper Extension
      • The two components of Web clipper
      • Data that the Web clipper extension can capture
      • Setting up the Web clipper
      • Using the Web clipper
      • Advanced Web clipper options
    • Page Designer
      • What you can put into Page designer
      • Static and dynamic elements
      • Available fields and records in Page designer
      • Positioning elements on the page
      • Printing from Page designer
      • Drawbacks of Page designer
    • Translate Extension
      • Setting up the Translate extension
      • Configuring the Translate extension
      • Creating a translation
  • Keeping Track of Extensions
  • The Manage Extensions Dashboard
• 11. Airtable Automations
  • Airtable Automations Versus Other Connector Software
    • Advantages to Connecting Airtable via Airtable Automations
    • Disadvantages to Connecting Airtable via Airtable Automations
  • The Basics of Airtable Automations
    • The If/Then Logic of Automations
    • Simple Automation: When a Record Is Updated
      • Setting up the trigger
      • Choosing the field to monitor
      • Testing the step
      • Setting up the action
      • Static and dynamic data
      • Pulling dynamic data into the action
      • Testing the action
      • Running the automation
    • Simple Automation: When a Record Matches Conditions
      • Choosing a trigger
      • Setting up the trigger
      • Testing the trigger
      • Setting up the action
      • Testing the action
    • Advanced Automations
      • Advanced automation: daily ticket sales update
        • At a scheduled time trigger
        • Tracking ticket sales in last 24 hours
        • Rolling up ticket sales
        • Finding regions with recent sales in automation
        • Ticket sales notification in Slack
      • Advanced automation: Managing press requests with automations
        • Creating a new table with a form
        • Send an email action
        • Gmail: Send email action
        • Adding conditional actions
        • Matching journalist with publication using Find records action
        • Configuring conditional logic
        • Update Record action
        • Gmail: Send email from press representative
        • Slack message to the team
  • Triggers
    • Airtable Triggers
      • When a record is updated
      • When a record is created
      • When a record matches a condition
      • When a record enters a view
      • When a form is submitted
      • At a scheduled time
      • When a webhook is received
      • When a button is clicked
    • Third-Party Triggers
      • Outlook Email: When email is received
      • Outlook Calendar: When event created and Outlook Calendar: When event changed
      • Google Calendar: When event created, Google Calendar: When event changed, and Google Calendar: When event canceled
      • Google Sheets: When a row is created
      • Google Forms: When a new response arrives
  • Actions
    • Airtables Actions
      • Create record
      • Update record
      • Send an email
      • Run a script
      • Find records
      • Conditional logic in Automations
      • Repeating groups in Automations
    • Third-Party Actions
      • Send a Slack message
      • Send MS Teams message
      • Gmail: Send email and Outlook Email: Send email
      • Google and Outlook Calendar actions
      • Google Sheets: Append a new row to a spreadsheet
      • GitHub Issues: Create issue and GitHub Issues: Update issue
      • Twitter: Post Tweet
      • Facebook Pages: Create a new post
      • Hootsuite: Schedule post
• 12. Interface Designer
  • Interfaces as a Frontend
    • Why Use Interfaces?
    • How Do Interfaces Work?
    • What Makes an Interface?
  • Creating Interfaces
    • Creating Full-Page Layouts
      • Setting global preferences for full-page interfaces
      • Click into record details
      • Find records
      • Add records
      • Adding a button
    • Creating a Dashboard Interface
      • Adding filters to the dashboard
      • Bar chart to measure ticket sales by region
      • Setting up a scatter plot
    • Creating an Interface with Multiple Tables and Buttons
      • The business case
      • Interface functionality
      • Adding buttons
      • Adding fields
      • Building an automation for an interface button
    • Interface Layouts
      • Record review layout
      • Record summary layout
      • Dashboard layout
      • Form layout
      • Full-page layouts
  • Interface Elements
    • View Elements
      • Calendar
      • Gallery
      • Grid
      • Kanban
      • List
      • Timeline
    • Discrete Elements
      • Button element
      • Chart element
      • Record picker element
      • Filter element
      • Number element
      • Text element
  • Interface Designer Permissions
• 13. Platforms That Extend Airtable
  • Connectors
    • Zapier
      • Advantages of Zapier
    • Make
      • Advantages of Make
  • App Builders
    • Softr
    • Stacker
  • Summary
• A. The Web API and Blocks SDK for Nondevelopers
  • The Airtable Web API
    • Whats a REST API?
    • How Does the Airtable REST API Work?
    • What Can You Do with the Airtable REST API?
  • Developing Custom Airtable Extensions with the Airtable Blocks SDK
    • What Are Extensions?
    • The Power of the Blocks SDK
    • How Does the Blocks SDK Work?
• B. Formula Functions and Operators
  • Text Operators
    • &
    • \n
  • Text Functions
    • CONCATENATE()
    • RIGHT()
    • LEFT()
    • LEN()
    • LOWER()
    • TRIM()
    • SEARCH()
    • ENCODE_URL_COMPONENT()
    • SUBSTITUTE()
    • FIND()
    • LOWER()
    • UPPER()
    • REPT()
    • MID()
    • T()
    • REPLACE()
    • LEN()
  • Date and Time Functions
    • DATESTR()
    • DATETIME_DIFF()
    • DATETIME_FORMAT()
    • DATEADD()
    • DATETIME_PARSE()
    • HOUR()
    • IS_BEFORE()
    • IS_AFTER()
    • IS_SAME()
    • DAY()
    • MONTH()
    • SET_LOCALE()
    • MINUTE()
    • SECOND()
    • SET_TIMEZONE()
    • NOW()
    • WEEKDAY()
    • TIMESTR()
    • WORKDAY()
    • WEEKNUM()
    • WORKDAY_DIFF()
    • YEAR()
    • TODAY()
    • TONOW()
    • FROMNOW()
  • Numeric Operators
  • Numeric Functions
    • AVERAGE()
    • COUNT()
    • MAX()
    • MIN()
    • SUM()
    • ABS()
    • COUNTA()
    • CEILING()
    • EVEN()
    • COUNTALL()
    • FLOOR()
    • EXP()
    • LOG()
    • INT()
    • MOD()
    • POWER()
    • ODD()
    • MAX()
    • ROUND()
    • ROUNDUP()
    • ROUNDDOWN()
    • SQRT()
    • VALUE()
  • Logic Functions
    • AND()
    • BLANK()
    • FALSE()
    • IF()
    • NOT()
    • OR()
    • SWITCH()
    • XOR()
    • TRUE()
  • Logic Operators
    • !=
    • <
    • <=
    • =
    • >
    • >=
  • Regex Functions
    • REGEX_EXTRACT()
    • REGEX_REPLACE()
    • REGEX_MATCH()
  • Array Functions
    • ARRAYJOIN()
    • ARRAYCOMPACT()
    • ARRAYFLATTEN()
    • ARRAYUNIQUE()
  • Record Functions
    • LAST_MODIFIED_TIME()
    • CREATED_TIME()
    • RECORD_ID()
  • Error Functions
    • ERROR()
    • ISERROR()
• Index

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