- 07 Jan 2023
- 3 Minutes to read
Using Groups in Airtable
- Updated on 07 Jan 2023
- 3 Minutes to read
User groups continue to be a way that Airtable users find value in creating and managing groups of individuals, allowing teams and organizations to easily share bases and workspaces. With groups in the user field, we’ve unlocked the ability for user groups created within your organization and team to be used across records, bases, interfaces, and more.
|Plan availability||Enterprise plans only|
|Platform(s)||Web/Browser, Mac app, and Windows app|
Groups in Airtable impact
Groups in user fields impacts the following areas of Airtable:
- Cells: User groups can be added to any cell(s) as long as those cells are multiple collaborator fields; Groups are not supported in single user fields.
- Filters: Our new filters are designed to reflect groups and individual references, allowing users to filter by both user groups and the single users who make up those groups.
Adding groups to a user field
To add an existing/create a user group to a multiple user field:
- From your Airtable homepage, open or create a base.
- If one doesn’t currently exist, add a multiple user field.
- In your multiple collaborator field, mention or create a user group.
Filtering groups in Airtable
In user fields
To view user groups and individuals filtered by multiple user fields:
- Click Filter and select Name.
- Under Name, select the multiple user field of your choice.
- Under Add a user, select your intended user group.
- Click the gear icon and a dialog box appears stating, “Also show records including people in the selected group.”
By toggling on Also show records including people in the selected group both individual users and user groups are shown when referenced in individual records.
In the example below, "Kenny" is part of the "Enterprise support article documentation" group — shown above as part of the group but also as an individual because the "Also show records including people in the selected group." button is toggled on.
In addition, these filters allow users with base access to filter for tasks assigned to only them or to anyone in a group.
To view user groups and select individuals in multiple user fields:
- If you previously toggled, “Also show records including people in the selected group.” on, toggle it off.
- Under Name, confirm your preferred user group and click the down arrow.
- Select the name(s) of the individual(s) you want to appear in the associated record(s).
To apply filters to interfaces:
- From your intended base, click Interfaces.
- Select Start building and add a description of the interface.
- Choose a layout and click Next.
- Under Table, confirm your intended table for your interface.
- Click Filter and Add condition.
Yes, this article highlights how to view and manage users within a user groups.
Yes, but remember that a light gray icon will appear to the left of the user group or individual's name. But after inviting that user group or individual to the base, that light gray icon turns dark gray - indicating they are now a group collaborator.
Yes, all related bases and cells are automatically updated with those changes after adding or removing users within a user group.
If or when a member list changes over time, you can confirm and reference individuals who are part of that user group.