We will call this field "Approval" in our base. Step 1 - Create a checkbox field for approvalsĪdd a checkbox field to the "Ad sets" table. TIPIf you’d like to follow along with the example below, then navigate to this template while signed-in, click "Use template," and choose a workspace you would like to add the base to. Finally, we will create an automation that will update the ad set that has been approved. This form will need to be prefilled with the record ID of the ad set record that requires an external collaborator's approval. Next, we need to create a new form view in the "Updates" table. On a high level, we will create a table named "Updates" and connect it to the "Ad sets" table via a linked record field. Follow the steps below and think about how you might translate this process to the bases that you are using. No need to fear! Because of Airtable’s flexibility, you can create a workaround solution that will allow an external collaborator to "update" the ad set record. This means you want to design a way for an external collaborator to be able to approve the ad set by essentially checking a box in Airtable. Each ad set is the single source of truth for that portion of the marketing campaign. The members of this outside firm do not use Airtable and your team is unable to pay for their access at the moment. Before your team can fully proceed with pushing out a new ad set you need approval from an outside consulting firm your team is working with. Imagine that you are on a marketing team tracking various campaigns and the ad sets that belong to those campaigns. Record IDs - Similar to a primary key in a database, Record IDs represent Airtable's way of uniquely identifying each record.
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