Airtable Guide: Tips and Tricks

What are pre-filled Airtable forms?

How to Pre-Fill Airtable Forms

"When making an Airtable form, you can use prefill_ parameters in the URL of the form to prefill specific fields. Note that this feature cannot be used to edit information that already exists in your base; only collaborators with editor permissions or above can edit existing records."

→ Adding URL Parameters to your Pre-Filled Airtable Forms

How to Share a Single Airtable View

When you want to share just a specific table view, and want to hide specific fields or filter out rows, then you can generate a share link of only that specific view.

If this option is disabled, then:

• Downloading attachments is not allowed (however, attachments can still be viewed, so be careful, especially with image files!)

• You cannot copy and paste batches of cells using keyboard shortcuts

• Neither the Copy base button nor the option to download a CSV will be made available

Source: Airtable

How to Share an Airtable Database and Allow Viewers to Copy Data of The View

"If this option is enabled, then:

• Any attachments in the base can be downloaded

• All cells in the table can be copied at once through the copy and paste keyboard shortcuts (Ctrl Cand Ctrl V)

• For a base share link or an embedded base, there will be a "Copy base" button that, when clicked, will allow any people viewing the base to make copies of the base for themselves

• There will be an option to download a CSV version of the data in the current view"

Source: Airtable

How to create a filter view in Airtable

Read more about Filtered Views

"One of the core features of views is the ability to filter out records from a view according to conditions you set. When a record is filtered out based on a condition, it is not deleted—it's just hidden from the particular view you're using to look at your table. This article will go over the basics of working with conditions. We also recommend reading the support article on advanced filtering to fully customize how your records are filtered by utilizing condition groups.

Overview

A condition is a rule you set that records must follow to be visible in that particular view. Try adding conditions when:

• You're trying to find a record or records that meet certain conditions quickly (e.g., records that have a due date after X date and before Y date).

• You only need to focus on records that meet certain conditions (e.g., the records that have been assigned to me AND have not been marked as completed).

• You need to prevent people from seeing certain records in a view share link.

One great example of how to use conditions is to archive old projects that are no longer relevant. For this guide, we will be using the "Product catalog" template; please feel free to create a copy of the base if you'd like to follow along!