Improve your Workflow with the Interface Designer | No Code Automation

The new Interface Designer is the perfect tool to improve your workflow. In this tutorial, I walk through how to use this feature to walk through steps within a defined process. 👇

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Learn more at these links: 🔗 👇

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Table of Contents: 📖 👇

00:00 - What this video covers
01:48 - Outline the Data Structure
07:14 - Creating Interfaces for the Workflow
09:53 - How to Get More Help!

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Software Resources (may contain affiliate links): 💻 👇

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#GAPConsulting #GarethPronovost #Airtable

[yousawnothing]

Really like the new professional looking setup you have. The video composition and lighting look better in this one!

[franceswilson]

Thanks Gareth, So informative and concise as always. I love the new interfaces - such a great feature.

[Erica-pklf]

Funn!! Great video Gareth! So funny you're revamping your online course right now! We're in the process of doing the same! It's very similar to the process you've outlined :)

[sowned]

How do you get the statuses to change automatically after you click the checkboxes?

[reallyefficient]

Gareth, your content is great! Hello from a former educator and current financial industries operations person! I'm working on building out an interface for a new employee to limit their access to our master airtable data. Do you know if there is a way to limit to a certain "view" of the linked records accessed via interface? It seems like once the linked record is clicked, all of the data on that linked record is editable. From what I can tell, this may not be possible. One workaround I've thought of was to create lookup fields and just use the text from the linked record name, however, I would really love employees to be able to view (*but not edit) some of the information that is on the linked record if possible.

[yourgurl]

Do you know if I could solve this problem in solution in Airtable?

Table A

Primary Key - Concatenation of fields (Sku, Size, Box, Location, Number)

Fields

SKU
Size
Box
Location
Number
SKU/Size (concatenation of SKU, Size)

Table B
Primary Key - Unique values of Table A SKU/Size

Fields
Quantity - Count of each time SKU/Size appears in Table A

Note: This process needs to be automatic, I dont want to have to manually link records to get this data.

[JoeHewesUK]

Great workflow - might be nice to ditch the four different identical views and swap to a user switchable filter moving forward