Airtable Cheat Sheet

Airtable is a cloud-based platform that combines the simplicity of a spreadsheet with the complexity of a relational database. Here’s a Airtable cheat sheet covering common operations and features:

Tables and Fields

  • Create a New Table:
    • Click on the “+” button in the left sidebar.
  • Add a Field:
    • Click on the “+ Add a field” button in the table header.
  • Field Types:
    • Single Line Text, Long Text, Number, Date, Attachment, Checkbox, etc.

Records

  • Add a Record:
    • Click on the “+ Add a record” button.
  • Edit a Record:
    • Click on a cell in the record to edit its content.
  • Duplicate a Record:
    • Right-click on a record and select “Duplicate record.”
  • Delete a Record:
    • Right-click on a record and select “Delete record.”

Views

  • Create a New View:
    • Click on the “+ Add a view” button.
  • Switch Views:
    • Use the dropdown in the top left to switch between views.

Filtering and Sorting

  • Filter Records:
    • Click on the filter button in the top right corner of the view.
  • Sort Records:
    • Click on a column header to sort records based on that column.

Grouping

  • Group Records:
    • Drag a column header to the “Group by” area above the view.

Formulas

  • Create a Formula Field:
    • Choose “Formula” as the field type and define the formula.
  • Common Formulas:
    • IF(), AND(), OR(), CONCATENATE(), SUM(), COUNT(), etc.

Linking Records

  • Create a Linked Record Field:
    • Choose “Link to another record” as the field type.
  • Link Records:
    • Click on the cell in the linked record field and choose a record.

Collaborative Features

  • Collaborate with Comments:
    • Add comments to records for collaboration.
  • Share Views:
    • Share views with collaborators using the “Share view” option.

Import and Export

  • Import Data:
    • Use the “Import records” option to import data from a file.
  • Export Data:
    • Use the “Download CSV” option to export data to a CSV file.

Automations

  • Create Automations:
    • Use “Automations” to set up workflows and triggers.
  • Automations Triggers:
    • Record creation, record update, date-based triggers, etc.

Integrations

  • Use Airtable Blocks:
    • Explore and use various Airtable Blocks for additional functionalities.
  • Integrate with Other Apps:
    • Use third-party integrations or Zapier to connect Airtable with other applications.

Shortcuts

  • Quick Actions:
    • Explore keyboard shortcuts for quick actions (e.g., Ctrl + Space to open the command menu).

This cheat sheet provides a quick reference for common operations in Airtable. Keep in mind that Airtable is a dynamic platform, and new features may be added over time. For more detailed information, refer to the official Airtable support.