Stacker Customers

~We have a beta connector for Salesforce that we could enable for you, but it is read-only. If you would like to try it out, please get in touch with our support through the support widget in the app: question mark icon &gt; Contact us~

Edit: It seems like we are not offering the Salesforce connector at this time, but we’re hoping to offer it (and many more) in the near future.

Our data resides in Salesforce and it looks like if we wanted to sync to airtables first we would be required to pay for their enterprise plan with a minimum of 20 users

It would be great to have the data flow directly from salesforce into Stacker

<@U037WASHXN0> Thanks for your feedback—we definitely want to have more data sources in the future, so I’ll make sure to share your thoughts with the product team.

Just came here to search for this. Heads up: the Salesforce logo is still on the website, which made me think building an app with Salesforce data was possible

Hey <@U0146GVMSFN>, so nice to see you, and thanks for the feedback.

We will be offering Salesforce again (and a bunch of other data sources)  in a public capacity very soon. For those that want to play around now, we can definitely hook you up with a preview version. Just DM me with your Workspace and I’ll enable a preview version.

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I use rich text + some CSS styling.  Would that work?

This is cool <@U01B1LTTYQJ>! Are each of these new records? I'm just trying to see how you're creating these todos for everyone

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<@U0316721VLZ> - This is just rich text in a ‘description’ field within my main task list

<@U01B1LTTYQJ> Is this a platform purely for you to manage your own work - or do you also have users who leverage your app to manage their work as well?

<@U02LWNFKVK9> all my users use it! There's a lot behind the scenes to the task management that make it a really core feature

I’d also wish to hide it on some views :slightly_smiling_face:

<@U037CP3L1LZ> If you’re using multiple layouts for the same table, then it is not yet possible.

You can control the visibility of the add new button with permissions, but permissions apply to the table, affecting all layouts.

Please note that Workspace admins will always have the Add new button option.

I would also love to have that option without controlling it via permissions

It’s not possible and is a manual process. Having a way to automate this is high on the user requests from our fellow users here :wink:

You'll need to create 2 permission rules on Events. One which gives permission to view to all users and other that gives permission to edit and delete only to the owners.

None, I’m still stuck whenever I get asked to use a list where we can “simply” add new items into.

But, if you feel adventurous, I noticed Airtable automatically adds “items” to select inputs when they are added programmatically (through API or through automations). So, you might have a free input that triggers an automation that adds the item into the list, and they wait for stacker to refresh that list.

But... I believe it won’t work (unfortunately), it might work on Airtable, but new options are not considered a data change, but a schema change, and thus wouldn’t be reflected into Stacker, IMHO.

Damn, yeah that’s definitely a bummer.  I was thinking about doing CSVs (e.g. “rock, indie, 90s band”) and running a script that transform them into select values but you’re right, that doesnt work.

You can do a simple linked field but that’s not really lightweight since you have multiple clicks (“Add New” &gt; “Save”)

Have run into the same issue. Depending on the need (search query versus filtering), I'll either set up a short text field where users can add "keywords" or create a linked field (which involves extra clicks).

Hey folks (<@U01B1LTTYQJ>, <@U0146FKFCKE>, <@U01C2DKQ0LX>.

I would like to understand this better. Would you essentially want to be able to add new options for multi-select fields?

If I got you wrong, could you please give me a few concrete examples of what you would like to do?

&gt; Would you essentially want to be able to add new options for multi-select fields?
Single-select and multi-select. Sometimes we need lists of items that can be changed by the end-users. Today, this is not possible.

Use cases vary, you could imagine asking a customer where they heard of you for instance, provide a few well-thought items, while giving the ability to add other choices.

If this was possible with Stacker, that would be neat, because it’s not possible with Airtable and I strongly believe Stacker could help us overcome Airtable’s limitation by providing well-thought workarounds, it’d definitely increase the usefulness of Stacker :wink:

Image from iOS.jpg

<@U02N890SW84> pretty much what Ambroise said. It actually is possible in Airtable, though. 

If you enter a value in a select field that does not exist it gives you an option to add it as a new select value. See attached image. 

Lots of use cases here but in general, this is something you see across the web in terms of categorization. For example:
• ‘Categories’ = pre-defined usually, larger buckets (“T-shirt”, “Shorts”)
• ‘Tags’ = lightweight, easy to add, values for searching and indexing (“Loose fit”, “Matches well with White”)
My specific use case is pretty much this, just for musicians. I've been trying to hone in on how to categorize musicians in the most useful way and it's goes to pre defined genres (Blues, Rock, etc) and an ever expanding keyword list (new music, local band, etc)



<@U01B1LTTYQJ> Where did you get that UI where you can add a new option? Is it a form? Interface? :thinking_face:

<@U0146FKFCKE> I took the screenshot on mobile but as far as I know it's always been a feature

I’ll need to revisit that then, thanks!

<@U02N890SW84> Would second what <@U01B1LTTYQJ> said. We need an easy way for users to classify things in ways that make sense to them.

One specific use case would be for a library of resources ... in list view, we need a way for users to search terms that match the document (see screenshot). I've set up a single line text field where the person who created the doc can add a list of relevant keywords for searches. However, tags would be easier since they are filter-friendly. But creating new linked records involves too many steps for the user (and takes up Airtable records).

Thank you for sharing your thoughts, folks. I’ve shared them with our product team to consider.

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<@U02N890SW84> so I was looking and this is possible with the Airtable API using the `typecast` parameter.  Would be a powerful feature and seems like just a single additional line of code (for airtable at least).

Stacker UI: Checkbox for Select Fields: “Allow user to create new value(s)” which promts an “+ add new” option on the list

Airtable API: `typecast: true`  on the API call if that checkbox is selected.

Bam, super light-weight, powerful ‘tagging’

:open_mouth: I didn’t know that option! Would be super powerful for us to have that feature in Stacker <@U027FF5T0C9>

Thanks for sharing your findings, <@U01B1LTTYQJ>

<@U036U5C4A3C> Something for you to consider—a lightweight tagging feature for Airtable. Mike’s <https://stacker-customers.slack.com/archives/CSMQ6CB7Y/p1650579032131179?thread_ts=1648059614.162289&amp;cid=CSMQ6CB7Y|last comment> suggests that we might be able to create new multi-select entries using the `typecast` attribute.

<@U01CSQEE31S> Can’t think of anything right off the bat other than having a separate approval table where you can link to multiple records, where an approval is a record. That said, I can’t imagine this being useful in real application

You can use a simple automation if you are Ok with the sync lag

<@U02N890SW84> yeah, that would not be a good user experience. A multi-select and taking action on those multi-selects would be such a great feature to have in Stacker.

<@U01B1LTTYQJ> how would you do that together with Stacker? The only way I can think of is that the user still needs to click on a button on each record to select it.

<@U01CSQEE31S> - agreed that it’d be super nice!  But if you want the (not great) workaround - You would create a third party “Automation” table where you (a) select the records and (b) select the field and value you want to bulk update.  Then write a small automation script that goes through each of these and updates the record with the field value.

Thanks Mike, the question is for (a), would user still be selecting the records in Stacker?

Yeah the UI would be Stacker and a linked record where they can select multiple records to bulk swlect

It does require a little coding on the automation front but it's not too bad

Got it, thank you. The multi-select would be the pain point in this case.

When we first started with Stacker Classic, I had different apps for different departments. It was a nightmare. Correspondence between departments was impossible and when I would change the layout in one app, I would have to remember to do it in the other. Also, managers would have to switch between apps and remember which was which.

With StackerX, I set up unique roles for each department. In my layouts, I use tabs for different workflows or sets of information, then set up role visibility on entire tabs or certain sections or on specific actions. The nice thing is that two different departments can talk to each other about the same record (under "Activity") but only see the fields/actions applicable to them. Also, managers can see everything they need to in one place.

I hope that helps! If you have specific follow-up questions, please let me know :)

My recommendation would also be to keep it in one app and have different views/permissions based on roles

Thank you! <@U01C2DKQ0LX> and <@U02N890SW84> I thought I was doing something wrong! It seems like some Stacker users create additional apps as a way to organize departments when using views and permissions would be more appropriate. I wonder if the Stacker development team will build out more app-level features so that creating multiple apps is no longer attractive...

<@U01C2DKQ0LX> would you be open to sharing a couple screen shots of your app? I'm curious to see how you organized it.

<@U022US4CCN5> I will work on taking some and sharing them under the showcase channel ... I just have to make sure I'm capturing non-user specific info since we're a school :)

image.png

Hey <@U03341MDEGP>,

This screenshot is not accurate—I thought we removed it from everywhere but every once in a while it pops up somewhere :sweat_smile: I’ll remove the screenshot now to avoid confusion.

*Icons*
Right now you can use any emoji for your page names, and we will show them. We don’t have native icons right now but we do plan to offer them in the future.

*Nested menu items*
Right now you can nest only multiple views of the same table. You can read more about it in our <https://support.stackerhq.com/hc/en-us/articles/4409591845395-Creating-nested-navigation-multiple-list-view-layouts|nesting navigation article>. We plan on making it possible to nest other tables too, but it is not yet possible.

Removed the screenshot to keep us accurate

Yes, by disabling customer access <@U02TRF46K9C>

Screenshot 2022-03-24 at 14.53.01.png

If you have a newer version of Stacker that doesn’t have Customer Access, you can disable access by clicking Users, and toggling off Access Enabled

Thank you for the response! :slightly_smiling_face: I will try these

I suggest the Stacker team creates a #nowhiring channel since these requests come in semi frequently

Great suggestion <@U01B1LTTYQJ>. I will do a tiny cleanup of channels that were inactive and create a channel dedicated to this type of questions.

We’ve created a channel for requesting a hire: <#C039NHU65RN|>

Hi <@U038N2QTVN1>

While there’s no way to extract the Activity (collaboration data), you can vote for the feature here: <https://feedback.stackerhq.com/feature-requests/p/importexport-comments-from-activitycomments>

Screen Shot 2022-03-25 at 3.55.33 PM.png

It might be related to <https://en.gravatar.com/>. I’m not sure, though.

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Hey Brian,

From chatting with the team, it seems like we don’t have a specific mechanism for importing profile pictures. Are you sure they haven’t uploaded their images when first logging in?

This is what the screen would have looked like:

I'm translating my apps myself, using custom js. That's something I've done for other stacker users, too.

I am looking for a full translation solution, so every static label and some of the dynamic values

<@U0146FKFCKE> good to hear you were able to do it. Do you have something +- ready and portable or is it something that is 100% tailor made ?

Tailor made, i doubt a generic solution would work. It might if there were no exceptions. (ie all buttons using the same label on all pages)

<@U0146FKFCKE> do you also have a dynamic language selector, or do you have this defined by a user role (attribute)?

It’s a hardcoded script that simply converts texts to french

Actually, I did a “generic” script previously for Softr.
The only “non-generic” part was the table with translation mapping.

I was looking for such solutions for Stacker

<@U037VDC9CVB> I see what you mean. AFAIK, nobody has built something that advanced, yet.

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Yes. You can have it pre-check a checkbox and uncheck “Allow user to edit value” so it’s hidden.

Then in Airtable just run the automation you want if that record’s checkbox is checked

Basically the use case is a spreadsheet of contacts (let’s say candidates a recruiter might want to contact). I don’t want to just show everyone a list of email addresses because they’ll spam them

So I want them to have to click a button to trigger a 2-way email intro (which obviously is some custom code)

Hmm that’s probably a little more challenging.  I’d suggest a “created by” field but don’t think that applies to updates

You’d probably have to use a regular form unforutnately

Alternate idea, is there any way to embed typeform JS so I can get pop-up form functionality

Hey <@U039Q0TBBB2>,

While I haven’t seen anyone embed Typeform specifically, we do support custom scripts. If you have a specific code you need us to insert, send it to our support through the support widget and we’ll do our best to help.

You can reach the support widget through the app by clicking the question mark icon &gt; Contact us

Hey <@U039Q0TBBB2> - I'm a Product Manager at Stacker. We're releasing our Zapier integration in beta, do you want to give it a go? It'd allow you to connect an action button to trigger a Zap.

I'd need your email address for your Zapier account which you can DM to me.

Full list of triggers/ actions:
*Triggers*
1. Record created
2. Record edited
3. Action button clicked
*Actions*
1. Create a record
2. Update a record
3. Search for a record


If you want to invite people one at a time, create a *button* to send that person an email with a link to their Stacker login (email) credentials embedded in the email.

Basically using a link something like this: `<https://yourappnamepath/login?email=youremail@yourdomain.com>`

The URL formula for the email button can use the <https://www.rapidtables.com/web/html/mailto.html|mail to syntax> to pre-populate your email message. When the person gets the email, they can click the link to be presented with their login dialog box, but that still means that they’ll need to go through the process of getting a login code emailed back to them.

On the user record in Stacker X, you can create a section in the layout that only admins (and/or others you define) can see, with this button on it, so only they can send the email notice asking someone to please login to your app.

As many have noted before me, this is one area that very much needs improvement and streamlining in Stacker X.

Thanks <@U018GV7AYUV>! Maybe this wanst a dumb question then.  There’s no “Send Welcome Email” in StackerX?

Send Stacker Welcome.png

Well actually you can do it this way too from the App Settings screen:

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uhhh I think I’m going crazy….I don’t seeCustomer Access

I keep forgetting that *Customer Access* in not in the latest Stacker X. Customer Access is available in all Workspaces created before 1st October 2021. You are probably working in a newer environment. My bad.
Here’s the Stacker help section on that: <https://support.stackerhq.com/hc/en-us/articles/4409758155539-Customer-Access>

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<@U01B1LTTYQJ>

Thanks for the question. There are 2 ways of getting people into your app on the newest version of Stacker.

There’s an *Automatic* mode and *Manual* mode. To simplify a bit, you can think of the Automatic mode as your users being managed through Airtable, while Manual mode is for managing users directly from Stacker.

You can check and change the mode you’re using by clicking Users &gt; Cog icon

When your mode is set to Automatic, we expect you to handle all the invitations yourself. Any people you add to your Airtable will show up in Stacker on the next sync, so you can plan sending your invitations accordingly.

When the mode is set to Manual, you can type in emails through Stacker. When you do that, those users will get a welcome email. The email will look something like the image attached here. You can still add emails through Airtable, but we won’t be sending emails to them. You will also need to enable them manually in Stacker by toggling them on. Image also attached.

Screen Shot 2022-03-28 at 7.22.07 PM.png

Screen Shot 2022-03-28 at 7.21.07 PM.png

Screen Shot 2022-03-28 at 7.21.11 PM.png

Screen Shot 2022-03-28 at 7.21.16 PM.png

but it just ends up empty after i submit the form (as a “Preview As” user

Hey <@U039Q0TBBB2>, Created by field isn’t supported by Google sheets.

<https://support.stackerhq.com/hc/en-us/articles/4412328252563-Created-By|Created by article>—on the bottom

Hi <@U035VP6A171> Please can you send this through to <mailto:support@stackerhq.com|support@stackerhq.com> with the name of your app, an example of the user you are impersonating, preferably with some screenshots/video of the issue. We can then best troubleshoot.

my partner David just sent you the email with a video showing the issue, thanks :slightly_smiling_face:

I think support will help you with this. This can reach out to them.

<@U03204F0E4U> as <@U01QZ40HRFW> said—we can help with this. As long as all the fields and schema are identical, we can replace the base.

You can reach out to us through the support widget. Question mark icon in the app &gt; Contact us

<@U03204F0E4U> curious to know how you will be handling this dev - production setup. I thought of this for a long time for a few apps, but given that the very nature of building on Airtable &amp; Stacker is fast and flexible, I found it very difficult to execute it. That would mean I would have to track every single click I make in Dev to recreate on Production.

Following. What <@U01QZ40HRFW> said is a big issue for me too 

Following ... and just to clarify, <@U02N890SW84>, can the replication happen with StackerX? When we first migrated over, you were able to duplicate our apps from Classic, but couldn't once our apps were in StackerX.

<@U01C2DKQ0LX> we briefly had an issue with duplicating apps, which I presume is when you got in touch with us. We can now duplicate apps again, regardless of the Stacker version

Don't think so. Prefilled form url can do this, however not the native New button. You'll need another button for this.

Hey <@U0316721VLZ>,

As <@U01QZ40HRFW> said, it’s not yet possible to limit single select dropdowns. You can vote for the feature here: <https://feedback.stackerhq.com/feature-requests/p/filter-your-dropdown-values>

A workaround: You can limit Linked fields

Hi <@U039E30SMBP>, we do not have data export yet, though it is something that is definitely on our radar. You can vote for the feature here: <https://feedback.stackerhq.com/feature-requests/p/allow-users-to-export-data-as-csv-files>

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1. .CSV is the absolute minimal one could expect.

and it has been requested for 2 years!?!?!??!!

Maybe i’m missing the point of this software?

<@U039E30SMBP> you can export a CSV in Airtable. For PDF - there's a third party integration floating around here somewhere but I can't remember the name of the service. What happens if you just do Cmd + P &gt; Save as PDF 

Oh I think it was <https://www.documint.me/integrations/stacker.html|https://www.documint.me/integrations/stacker.html>

<@U039E30SMBP> <@U01B1LTTYQJ> can vouch for documint. I use it daily it's kickass and <@U01U0LVEQLA> runs it and is super helpful

Stacker provides an easy to navigate interface to view/group/sort data while also layering on capabilities not natively available in Airtable (dashboard, combining multiple bases, etc). The UI can be customized to fit your specific use case in ways that Airtable cannot. 

If you're looking for a way for users to manipulate data and then export it, you should probably consider something like Salesforce or Zoho Creator

Exactly what Ryan said but worth noting if you are looking to extract data and manipulate it en masse that's what Airtable or Google Sheets are really good at

Looking to create nice looking data sheets.   Not doing massive manipulation.  Will keep trying.

Yes on certain plans but defer to team Stacker. 

I have chat and analytics and custom JS enabled

Once JS is enabled, any other apps can be integrated. Or are there any limitations?

Custom scripts are available on the Pro plan. If you have any, we can insert them for you.

We do basic vetting of the scripts, and we cannot guarantee that every single will work, but the vast majority of them do.

If you’re unsure and you’re on a lower plan we can temporarily turn on scripts to test if it works.

Hi <@U01C2DKQ0LX>, no way to pre-register them now, but we will definitely look into smoothing out the whole registration process in the future, as well as offering more options.

Hi <@U02RTQSAWAF>,

We’ve received that email only now too. This would indeed break our attachments functionality. Fortunately, November 8th is still a long way off.

We will look into ways of providing attachments and to continue supporting them in the best way we can, but I don’t have the specifics yet.

Glad to hear.  This was one of the biggest security flaws in Airtable.

It was a security flaw, but their way of fixing it is raw shit. I can’t believe they’re doing it this way, it’s gonna break so many use cases.

My hate for them just grew a bit more.

Hopefully, Stacker can come to our help, but all existing attachments will need to be re-uploaded (I assume) and this is just so much wasted time.

Opened a topic to discuss this on Airtable’s community.

<https://community.airtable.com/t/airtable-dropping-support-for-public-attachments/47539>

We ended up implementing our own Firebase AND AWS serverless function to provide this functionality. Glad its now core, can see how it will be more work/annoying for Stacker. But its definitely a solvable problem :)

<@U02BB8HKA0Z> I’d definitely be interested by a short video demo on how you actually use that! :slightly_smiling_face:

I’ll make one for you :slightly_smiling_face:

<@U02BB8HKA0Z> send over my way too if you can?

ok will do - cool to see such interest. it was a random hack we did at some point

<@U0146FKFCKE> <@U01B1LTTYQJ> just checking what will be helpful here - i can record a video but also can just put the code in a new github repo if that is helpful? at least for the firebase solution.

Hey folks.

Upon further investigation, the team believes we shouldn’t be impacted by this change because of the way we fetch updates. We will of course continue to monitor the discourse and more details as they emerge.

<@U02N890SW84> I see what you mean, this is only partially true, unfortunately.

Indeed, because you update your cache frequently, you should always use an up-to-date value of the public link. Meaning, when fetching an attachment from Airtable, you’ll fetch the correct public link that is still valid. And when that link changes due to Airtable’s new behavior, you’ll update your cache within 15mn.

Although, your cache update might come too late and for a few minutes the attachment will show a 404 page (most likely not show anything at all), and this every few hours. This won’t be good enough.

But, even worse, all our automations and actions based on formula will *cease to work*. This is far more of an issue and can only be solved by Stacker.

If you send an attachment link in an email, the link being an Airtable formula, the link will only be valid for a few hours, but then it will display a 404 page.

What *we need to avoid any regression*, is for you to store all the files we upload not on Airtable, but on another provider, and store that link into Airtable.
On our side, we will need to replace our current formula by Url fields that are filled by Stacker. We may keep the Airtable Attachment field for some use case, but we will need to have a URL field for all the other use cases in and out of stacker.

Thanks for sharing your thoughts, Ambroise. Can you please add this to your question in <#CMZK26G76|> to keep all the important information in one place? It will make it easier for the team to track and give you a proper response to all of your points.

<@U0146FKFCKE> Sorry its going to take me a few days to get back to you as I just moved from NZ to Sweden and am just getting things in order, but I haven’t forgot.

I think the code I have will be a viable solution for your above described situation (that is if Stacker don’t solve it themselves). Specifically we use a google storage bucket and then create an expiring url (you can set the time to what you want). We actually used it to integrate a custom pdf generator we built to upload pdfs via expiring urls through the Airtable Rest Api. But there is no reason Airtable couldn’t be the origin of the blob/attachment and then you put it in the bucket and save back the url into airtable, then use this to trigger you email automations.

Ill get around to make a video and pulling the code together over the next couple of days and share it with you here

Hey <@U01B1LTTYQJ>

Ultimately we should be doing everything we can to optimize your apps. If everything goes well, this week we will have a performance update for Workspaces with multiple apps, so I’m wondering if this will help in your case.

If it’s not too much trouble, please send us a support message with a video demo of the loading times, as well as the exact URLs that load super slowly. We’d love to take a closer look.

Hey <@U02G1V7KTB6>,

We should be working and will make effort to work on major browsers, but I would say we definitely do not support IE. Even Microsoft begs people to update to Microsoft Edge every time they open IE :sweat_smile:

The app should work on Chrome, Chromium based browsers, Safari, and Firefox. If your clients are using any of these, the issue is probably with something else and we should take a look.

thanks <@U02N890SW84> - the issue is almost certainly with clients still using IE.... painful! 'The customer is always right' is too big a pill to swallow in this context!

I previously worked for a Shopify app developer, and customers would sometimes be using IE to try shopping on Shopify. It was theoretically possible, but it was a bad experience broken in a lot of ways.

One way I  used to pitch ditching IE to people was to tell them that they are putting themselves at risk because IE is not up to modern web standards.

I then usually said that Microsoft is actively encouraging users to switch to Microsoft Edge, and it often seemed to seal the deal.

<https://docs.microsoft.com/en-us/lifecycle/faq/internet-explorer-microsoft-edge>

hehe. I sent them a link to an article that was underhandedly implying they were idiots :rolling_on_the_floor_laughing:

It does seem like Airtable had a brief outage

Confirmed here — <https://twitter.com/airtablestatus/status/1511765823391612933>

What I'd do is create the logic in airtable in a "stacker helper column", where the result is only TRUE or FALSE depending on your display condition. Then use that condition to control your data display in Stacker

Thanks, I was hoping that's not the answer as I don't like the idea of adding Airtable fields just to serve Stacker, but I get it :disappointed:

In theory your use case should work within Stacker itself - so support (w/ in app access) may be better suited to help you figure out exactly what you need to do to get it working in Stacker. In the meantime, Airtable helper column to get rid of it as a blocker :slightly_smiling_face:

As Rui Chen said, please get in touch with us through the support widget, and we’ll be happy to take a closer look at the possibilities :simple_smile: