Build a Unique Interface directly in Airtable | Interface Designer

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What's up YouTube. I am about to break all of my rules for creating videos on this channel and it's for a good cause. Because today moments ago, I found out that air table launched its Interface. This is a highly anticipated new feature that has been whispered about for months, if not years, and without any warning, it just launched right now. So yes, it's 11:00 PM. I've worked a full day, but we're recording this video and editing it as soon as possible to get it out so that we can all learn about the Interface together. So if that's of interest stick around and let's get into it, I need a coffee. Welcome back to the channel. If you're new here, my name is Gareth Pronovost and I own a company called GAP Consulting. It's mission is to help you to organize an automate your business. And work-life using no code tools and air table is at the core of what we do. And as I mentioned in the intro here, air table has just pushed out an amazing new feature. That's going to show us how to leverage interfaces inside of our database. And this is a huge new release. Now, before we get into the heart of the video, I want to invite you to join me for my upcoming live webinar. Once a week, I hop onto a webinar and I present the basic building blocks of using no code automation in conjunction with tools like air table. So if that's of interest and you want to learn how to leverage automation to save up to 20 hours per week without writing a single line of code, definitely check out my upcoming training at Gareth Pronovost dot com slash webinar dash registration. I'm sure we all have a lot of questions. So let's hop on into exactly what I'm going to be covering in this video. First and foremost, I want to talk about what plans are currently allowing the new Interface within air table. So we're going to take a look at what plan you have to be on in order to get access to this. And I'm also going to drop some hints as to what I think might be the case in the future. From there, we're going to take a quick look at how to create an Interface and I'll be going through just a simple database and how you can put together an Interface for your team on that. And then lastly, we're going to talk about what this means for our favorite tools that we've already started embracing and probably fallen in love with, by this point, I'm talking about many extensions stacker and of course softer. So what does this mean? These interfaces in air table and how is that going to impact the whole community and subsequent tools that have been built around the air table ecosystem? So let's jump into part one. What is included, what plan do you have to be on in order to get air table interfaces? I was really surprised by the answer here, check out the air table pricing, scroll on down, and you will find that Interface Designer is currently available with any pricing tier, including the free plan. I'm blown away by this, but this comes with a caveat that caveat being when you're in air table, if you're looking at the interface Designer, you will see that during beta, you will get the ability to create unlimited interfaces, access, all Interface, design features and share interfaces with your entire team. But at the bottom, you should notice that it says Interface Designer will be in beta until early 20, 22. And after the beta ends, your workspace will retain access to any interfaces you build during the beta, regardless of your air table plan. And to me, this is an indication that air table thinks that interfaces are not going to be available on all plans. Moving forward into the future. Of course, this is a massive new feature that they've released. And so they're probably looking to get us all very excited about it, and they want to launch it out to everyone just as they did with scripts. If you recall, when scripts first came out, it was made available to everyone and over time they pulled back on that and now scripts are just available to that pro plan. So don't be surprised if in the future interfaces are no longer available at all paid tiers. But as of this recording, as of Interface, Designer, just being launched is available to every air table plan. Let's now jump into an actual example and take a look at how this all works. But first of course, we have to start with the data structure. I'm keeping it super simple so we can get to the good stuff in my database. I have clients just to name a phone number and those clients connect the projects in my projects table. I have a name of the project. It relates to a client project, has a start date and tasks associated with it. Now, lastly, those tasks you'll see, we have them grouped by project here. This is the project link. There's a person in charge. I've got a start date, I've got an end date and I have a completed checkbox, whether that task is done or not. Of course each task also has its own name, really straightforward, practical for many, many businesses, because a lot of us have clients projects and tasks that are associated with all the work we do. So let's jump into interfaces. The first place you need to head is in the upper left corner. Check on that Interface as button. Now I've already started creating an Interface here just to kind of test it out just before recording. Haven't gotten very far. So let's go ahead and create a new one. And by the way, if you want to see where I had that pop up from earlier, check it out, click on beta. And that's where I got that information. And also if you want to drill in air tables, put an incredible support doc together for us already check out, learn more, and you'll be going to the air table guide that they've provided for creating your own Interface. But we're going to jump right in. Let's go ahead and create new. Give it a name here, pop in a description as needed and notice that your Interface will become accessible by the home screen. Meaning that when someone's actually logged into air table, and let me go ahead and pop into my standard air table for you here. When I click into basis now from the home screen, interfaces is going to pop up at the very top of all of this. So right here on the left-hand side, above my workspaces, I have interfaces. And that is where that Interface is going to show up once it's created. So let's go ahead and pop back into that Interface and we'll skip the description for now and click next. You can walk through the different steps here, create new, and I've got three different examples that I can choose from to kind of get started quickly. Or I can start with a blank canvas. I'm going to go ahead and start with the record summary here. You'll notice that when I make that selection, my image changes here and I get a different preview of what's to come. I can go ahead and click next. And here I'm being asked to link up to the right table so I can either tell it well, yeah, I want to look at clients at the high level and you'll notice that this dropdown up here has my clients in it. And when I've selected the clients, it's showing me some information that it thinks I want to see in my Interface, namely the project that's connected to that client, the client name and phone number. But if I make a change here, changes the projects. Let's say now in my top dropdown, I'm selecting from a project. I see the name of the project. I see what client is linked to it, the start date of the project, and then all the tasks. So what I'm seeing inside of this is a breakdown of all of the things that are visible to that particular record. And I'm making the selection of the record here at the very top. I'm going to go with projects. That sounds like a good pick for me. And if I want some data options to come in from a view, if I have multiple views, I could do that. Perhaps I want to limit certain things. I don't want to show all the fields. This is the point of using the Interface to begin with because the interface is objective is to make a workflow more streamlined so that you don't get stuck. Seeing all of the stuff that you don't want to see. And instead, you're only seeing the data that you need to see in order to perform a specific task or workflow for now. I'll stick with my grid view. If I want to apply a filter, you see that I can apply them here, condition and condition group, just as we now have those more advanced filters inside of our views, we can apply them here as well, and then a sorting option as well. Now, if I'm good with this, I'll move on to next. From here, we're asked to choose what fields are going to show up. If we want to hide those fields. Again, all we do is toggle them off. Any fields that are showing up in our projects table. We can either elect to show or hide from this particular Interface. I'll keep it all there just for the sake of seeing it in action. Click next, give this a name kind of description. If we'd like and finish. And here we are right inside of our Interface. We now have a clean interface that we can interact with. And the cool thing is we have the ability to include other things as well. One thing that really strikes me as creative is the ability to add in the record comments. This is one of those things that if we were working with another external third party tool, we don't get access to those comments that live inside the records, but here, because we're building this Interface inside of air table, I can use these record comments just by clicking and dragging. I can move around here. Let's say I want to put them right next to the client. And there it is the comments that live inside of this record showing up directly on my Interface. Now from here, I can go to all elements down here and you'll see that I actually have a lot of other options. I can do the record picker, which is this little piece up here. I can add numbers, charts, timeline, views, grids, filters, dividers, all kinds of things have become available to me in this new interface Designer. Let's go ahead and assume that we're happy with this layout and see how this thing works in action. Once I'm ready to go up here, I can publish this Interface, making this selection. I can go through here, add the description again and publish those changes. Once those changes are made, let's pop back into air table and see how that shows up inside of our account. Here it is at the top. Now that it's been published and I can click into my test Interface and here is the project piece that we built inside of this Interface. You can add multiple elements like this, and each one of them presents their own page or their own workflow inside of this Interface. I'll go ahead and click into project. And like you would expect here I am. I can select different projects from the list. And remember it's only going to be one at a time. So in this case, maybe I want to look at the dynamite excavation project. It shows me that the client has Acme. I can leave a comment. And from there, check out all the information, my start date, my tasks, et cetera. If I click on tasks, it actually opens up that record. And I want to come back to this thought when I'm talking about my third and final point in this video. So push pause on this for now. But of course, if I want to make changes, I can add a new person in charge. I can add comments here, et cetera, outside of here. If I back up, go back to the test Interface in the upper left corner. If I had added other elements here, they would be visible. But in this case, I only have the one piece to my test Interface Interface, going back into air table to verify anything that I do in that Interface is showing up here in my actual raw data that lives back in air table. In this case, even the comment that I left is now appearing inside of my air table database. So a really powerful tool, pretty excited to take it out more and more to see how we can build more efficient workflows with this new feature. So what does this mean for all of those amazing third-party tools that have come out to solve this problem in their own unique way? Again, I'm thinking about softer. I'm thinking about stacker and I'm thinking about many extensions, just to name a few. All of us in the air table community have grown very fond of these tools and there are constant debates over, which is best why it's best and all of the amazing things that we've built with those third party user interfaces. So what is my prediction for these? And what do I think is going to happen over the long haul? In short? I don't think that the air table Interface is directly competing with the third party Interface. And the reason for that is in order for you to share your interface with other people, they have to be air table users inside of your data space. Let's flip back into the Designer and take a look at what I mean when I go to share this in the upper right corner. If I want to share this with somebody on my team, when I make that selection, you'll see that air table warns me, that anyone with this symbol, any email addresses that I've gone to share this Interface with mentions to me and warns me that they will be added to the connected base and granted a certain level of permissions to both the Interface and the base. I can make a change here and to limit the type of permissions that they have inside my base. But is that really what I want to do most of the time when we are using an Interface, especially when it's external, meaning that we are giving access to clients or people outside of our organization, 99 times out of a hundred, we don't want those people to get access to all of the data. And unfortunately with air tables Interface, as it is at its present moment, when we share access, we are sharing all of the data, even though the Interface will definitely help streamline a workflow doesn't mean that we are in any way guarding our data or keeping it any more secure. Because again, we're sharing everything. If I had to speculate, it might have to do with their revenue model, air table charges per user, that you share access with to your database in permissions that are greater than read only. So it's in air table's benefit to convince you, to share your data with more people. Another reason that I think third-party portals will continue to thrive, even in spite of air table's own Interface tool is because those third party portals allow us to receive user authentication. When they are accessing our app with third-party tools, we can build true web apps and I don't get the feeling, at least not at present that the same functionality is quite available here inside of air tables, interfaces. Yes, they seem like an excellent solution for internal teams and for specific workflows, but I don't get the feeling that they're going to give us a true app experience, a true web app from start to finish. Now I could totally be wrong about this, but this is my initial reaction after having played with the tool for a quick 90 minutes or so, let me know what you're excited about, what you love, what you don't love about the new air table interfaces feature. And I will see you in the next video. As always. I hope you found that to be extremely helpful if you did. And you'd like to learn more swing by our website and see how we can help. We offer a free air table crash course that will help you level up in air table quickly. And we also have some paid services, including hourly consultations with our experts. We have some online courses and a group coaching program. And for advanced needs, we can build a bespoke solution for you from scratch. So swing on by, and I look forward to connecting with you soon.
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Channel: GAP Consulting
Views: 7,211
Rating: undefined out of 5
Keywords: airtable, gareth pronovost, airtable training, airtable consultant, airtable consulting, airtable demo, learn how to build automation, interface, custom, designer, users, no code, low code, airtable tutorial, gareth pronovost airtable, gareth pronovost youtube, new feature, airtable interfaces, airtable tutorial youtube, interface designer, airtable interface designer, airtable interface, airtable interface builder
Id: 5cabYGLR_vo
Channel Id: undefined
Length: 16min 37sec (997 seconds)
Published: Tue Nov 09 2021
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