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Airtable

Using Airtable as a data source for your Softr app.

Airtable is a spreadsheet-database hybrid that can also act as a relational database. As a result, it is a more powerful data management option when compared with simple spreadsheet solutions. Here are some of Airtableโ€™s distinctive features:

  • Various customizable field options including barcodes, formulas, and others;
  • Familiar spreadsheet-like interface;
  • User permission management;
  • An extensive library of ready-made templates;
  • A number of native integrations with different third-party services;
  • Custom views;

If you want to learn more about Airtable and its features, make sure to check out our detailed guide on Airtable.

Now, letโ€™s see how you can connect Airtable, and then weโ€™ll take a closer look at some of Airtableโ€™s features that are important to consider in that context.

Connecting to Airtable

Connecting your Airtable data to Softr is super easy. Any Airtable data source you connect in Softr can be used in all of a workspaceโ€™s apps, by all of the workspaceโ€™s collaborators. Letโ€™s look at how to connect Airtable as a datasource. In your Softr Dashboard, click on the Data Sources tab in the upper left of the menu.

Click on the data sources tab
Click on the data sources tab

In the next screen you can see a list of all your connected datasources, as well as a button to add a new datasource. Click Connect data source in the upper right of the screen. If you need to edit, re-authenticate, or remove a datasource, click the 3-dot ellipses icon on the right of the datasource. Note that guest collaborators cannot re-authenticate or remove data sources. You can also see a list of all the apps that are using a given datasource by clicking See Active Apps.

Add, edit, or remove a datasource using the buttons on the dashboard
Add, edit, or remove a datasource using the buttons on the dashboard

When adding Airtable as a new datasource, you will be asked to login to Airtable (if not already), then Authorize Softr to access any Airtable base you choose to give permission to access. Click + Add a base to give Softr permission to specific bases in your Airtable account. Once you have selected the bases Softr needs access to, click Authorize.

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We strongly, strongly recommend that you give Softr access to โ€œAll current and future bases in all current and future workspacesโ€

Airtable OAuth does not โ€œrememberโ€ which bases youโ€™ve granted Softr access.

Every time you re-authenticate an Airtable source, you must select ALL bases you want Softr to access, including ones youโ€™ve granted access before. Otherwise, your apps will break.

(This is why we strongly recommend that you grant Softr access to โ€œAll current and future basesโ€ to prevent potential business-ending errors. ๐Ÿ˜ฌ)

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Using Airtable Personal Access Tokens with Softr

After connecting an Airtable account via OAuth, you also have the option to convert it to a Personal Access Token (PAT) instead. Just click the Switch to personal access token option below the data source name. A box will appear where you can paste your Airtable PAT.

To see how to generate a PAT, check out this Airtable article. Using PATs gives some additional benefits that an OAuth connection does not:

  • Faster application performance.
  • PATs can limit what Softr can access, giving more security-conscious Softr applications a bit more peace of mind. That said, we recommend enabling all scopes for a PAT so that Softr can function to its fullest. If you run into issues using a PAT, you may need to create a new one with the proper scopes enabled.
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Fields and field types

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Note that Softr is not able to make additions or changes to โ€œSyncedโ€ tables from other bases, due to Airtable API limitations. Learn more about synced tables here.

When connecting a Softr block (e.g. a List block) to Airtable, you not only need to select a base and a table but also map each block field to a corresponding Airtable field, to specify how exactly you want to display your data.

Airtable fields
Airtable fields

Airtable fields are basically the columns in your table, and each field has its predefined type (as opposed to Google Sheets). There are multiple field types such as Image, Checkbox, Formula, and more. Similarly, Softr also offers a wide variety of field types, and you need to make sure to select appropriate types when mapping fields from Airtable to Softr. Below, you can see how weโ€™ve used an Image field type on Softrโ€™s List block and linked it to the Profipic field on Airtable, which has an Attachment type.

You can learn more about each field type in the List block overview.

Mapping an image field
Mapping an image field

Airtable Views

Another powerful feature of Airtable that should be considered when displaying data on Softr is Airtable views. It allows you to apply one or more views (i.e. different layouts such as Gallery, Calendar, and others) on the same table. But whatโ€™s important in Softrโ€™s context is that you can apply unique filtering and sorting on each view and link to that specific view from Softr. The following image shows an Airtable view of a project task list that has filtered the list by status, showing only the tasks that are marked as Done.

Airtable view with filtering applied
Airtable view with filtering applied

Now, we can select that view on Softr only to display the Done tasks as shown below.

Selecting an Airtable view on Softr
Selecting an Airtable view on Softr

Linked Records

The Linked Record field type on Airtable has a special role, and this is what makes Airtable a relational database. It allows to link one table to another and show a whole record from another table inside your current table.

For example, if we have two tables for Tasks and Projects, we can create a linked record in Tasks and connect it to Projects in order to show which project each task belongs to.

A table with projects
A table with projects

Below you can see the Tasks table, where the Project field is a linked record that shows records from the Projects table.

Project linked records
Project linked records
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It is important to note that Softr supports Linked Record fields for all of its block types.

We hope that this brief overview helped you get a clearer picture of what Airtable is and how it serves as a data source for Softr. If you want to learn more about Airtable and explore its features, check out our Airtable Learning Hub, which has detailed guides and how-toโ€™s on each Airtable aspect.

For help on Airtable errors, visit our debugging section and Troubleshooting Airtable errors.

Airtable Computed Fields

Generally speaking, any field that you can edit in Airtable is also editable via Softr. However, there are some exceptions to this rule. Fields that are automatically set by Airtable cannot be edited in Softr. These fields are Formula, Rollup, Count, Lookup, Created By, Created Date, Last Modified Date, Last Modified By, and Autonumber. Additionally, Softr cannot edit or modify Button fields.

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Last updated on December 6, 2022