Base Design

I have an Airtable base for events I host. We get repeat attendees at the different events. I would like to send text messages to the participants at a particular event if they opt in for text messages. I have this all working.The issue I need help with is that I’d like to keep a master list of participants and their phone numbers who have already opted in at a previous event so they don’t have to opt-in every time. I’m looking for suggestions on how to handle this. When I add a participant for a new event, it needs to check the master opt-in table to see if there is a match. There will be records that don’t have a match as they have not completed the opt-in previously and opt-in records that won’t have a participant as they are not attending this event. As I write this, I’m wondering if an automation is where I need to go for this???

I am seeking to set up a new base for my Podcast with all the lessons learned from using airtable the last several month, however I am unsure the best way to go about planning a whole new base.  Is there any suggestions for best practices?

my question is regarding FormsI have a table countries with country name as main field.in my main table clients I have a field client_country filed which is a field linked to table countriesI want to create a Form view of the clients table.For the field "Client_Country I want to display a select dropdown to select a country among the list from the table countries  Instead of that, in the form besides the field Client_Country, I have a button "Add a file", which is not what I want  Can you please guide me to get the possibility to select one country from the list of countries ?  Many thanks in advance

Hey all —My team and I build white-labeled mobile apps for treatment and recovery programs, and we’re finally moving a lot of our client intake and pre-development process into Airtable.We’ve got most of it built out — linked tables, a client-facing form, a few automations — but before rolling it out, I’d love to get a quick sanity check from someone who really knows their way around Airtable.Ideally just a 30-minute screen share to walk through what we’ve set up and get your thoughts on structure, permissions, and anything we might be overlooking.If you’re up for it, drop a comment or DM me. Would be super appreciated!

 I’ve been building an Airtable app for my team (about 10 people) at a foundation. We make a lot of grants across different programs, and I’ve been trying to create a central hub for all of our work. So much of what we do overlaps that it just made sense to keep everything in one app rather than splitting it up.Right now I’ve got about 15 tables:  organizations, projects, tasks, budgets, inquiries (from email), notes, annual budgets, program budgets, etc. It’s a big base, but I’ve built separate interfaces for each program, so even though the back end is large, the front end feels really clean.Some folks on my team have suggested that each program should have its own app, with a master one where everything rolls up. I’m not sure that’s the best approach. it feels like it would add more work and complexity.Curious what others think.  has anyone else gone through this decision? Does keeping everything in one well-structured app make sense, or is it better to split things out? Would love

Hello I thought this would be simple to figure out but somehow its not working for me.I have 4 tables.  They are all linked together.  Each field in everyone of these 4 tables has a common Dept Code (this is their link to each other).  Also in each of these fields is a field Associated Program.  At times we may need to edit the data in the Associated Program field.  If we do this I would like that update to appear in all the other tables as well.  I thought if I linked them this would be the case.  But they are linked on the dept code?  How can I create something that would update this other field in each of these tables.   Thank you, hope this makes sense.

Just posting this to check if there is some kind of systemic issue happening, or if this s***storm is unique to my Org. Airtable status says fully operational but something is definitely wrong.My Organization has several bases that are currently experiencing a complete collapse in their functionality. At the moment, we have 4 bases that cannot be accessed reliably, and 2 of these can’t be accessed at all. The bases can’t be loaded by any user, on any device, on any network. We have tested access from many locations and this issue persists.These bases do have some syncs set up between them, but nothing outside of what I have built many times for other clients with no issues.This appears to be an extension of an issue I have been working with Airtable support on for months now, but have made no progress:When updating the configuration of a base, updates take 30 plus seconds to occur, and always throw an error saying that the operation failed, even though they did not fail. This issue is

CONTEXT: I am a Film and TV Producer (on a Pro (Legacy Team) account) with PEOPLE, COMPANIES and INTELLECTUAL PROPERTY bases that I sync (i.e. “push out”) as relevant to seed specific FREE client/project bases so a handful of (<5) different team members (respectively) can update content specific to their projects.EXAMPLE: I maintain box office data on movies, track streaming, broadcast and cable series ratings, statuses and talent (ShowRunners, Actors, Writers, Directors, etc.), actors’ bankability stats, everyone’s credits linked to their IP, who’s moved company-to-company in the relentless musical chairs and vertically integrated morphing and consolidating - it’s A LOT to track! LOL! :-)If I’ve done the deep dive of complicated music licensing research on a specific song - or have an actor’s whole suite of (also constantly evolving) reps’ contact info, I don’t want to have to keep manually updating that across a ton of different project bases. I USED to have this all syncing perfe

I’m an event promotor. I’ve been using AT for a while to keep track of community member applications, event details, and general ticket sales. I want to get a better sense of real time income via sale so I’d like to update the base.Right now, I have 3 tables in the base:Member List - Record for each member with personal info Events - Record for each event (Party A, Party B, Party C, etc) Ticket Types - Record for each type of ticket (Full price, 25% off, 50% off, comped, etc)None of these include price of the ticket and I would like to start tracking that.Thinking the tables should be this, but I’m not sure:Member List - Same as above Events - Same as above, but add in pricing columns for different ticket types — Tier 1 = $90, Tier 2 = $100, Tier 3 = $110, etc. The pricing can change from event to event so the amounts cannot be a universal across all events. Discount Codes — This would be a conversion of the above Ticket Types table and apply an actual percentage off of the event — Ful

Hi everyone 👋I’m trying to find the best way for multiple users to import data (from XLS or CSV files) into the same base — ideally directly through an Interface rather than the Extensions panel.We’ve tried the CSV Import Extension, but: The import mapping doesn’t save across users. Even for the same user, it sometimes resets or forgets the previous mapping. There’s no way to create or reuse “import templates” for different file types or tables. What we’d really like is: A way for different users to upload a file (XLS or CSV) through an Interface form or button, Automatically import it into a target table using a consistent field mapping, And ideally store those mappings permanently (so no need to re-map each time). Is this possible to be done directly with airtbale? Has anyone found a good workaround or script/automation setup that achieves this?Would love to hear if there’s a best-practice approach — either native or via scripting/integration tools.

I feel like I’m missing something pretty easy. I’m having a hard time converting what I do in Excel into our Airtable base. Each year our clients' total sales (a rollup of their sales for a given year) converts to shares based on a sales/shares tier. The tier changes every year. Because of this, we want to track the data historically. For example:Client ABC’s 2024 Total Sales were $250,000 and they earned 4 shares based on the 2024 shares tier.Client ABC’s 2025 Total Sales were again $250,000, but this year they earned 2 shares because the tiers changed in 2025. We need to track the tier changes each year as to keep data integrity of the shares earned each year by our clients. (We don’t want ABC’s 2024 points to change from 4 to 2, which it would if we use a nested if formula - the change in criteria for 2025 would mean an edit to the formula which would have a cascade affect and change all previous year's data.) ANNUAL CLIENT TABLE - rolls up sales totals for each client for all their

Hi All, I have a field of type multi select option in airtable form. I would like to prefill that using Prefilling form feature of airtable. I have referred below airtable documentation for the same. But, this option didn’t work out for me. Airtable Support Prefilling a form When making an Airtable form, you can use prefill_ parameters in the URL of the form to prefill specific fields. Note that this feature cannot be used to edit information that already exists in you... Formula Used to pre-fill the field “URL?” & “prefill_domain=” & ENCODE_URL_COMPONENT({domain} & “”) & “&” & “prefill_Source%20Category=” & ENCODE_URL_COMPONENT({category} & “”) & “&” & “prefill_Target%20Category=” & ENCODE_URL_COMPONENT({category} & “”) FYI. prefill_Source%20Category= This field is of type multi select option.May I know, what mistake i’m doing in the formula? Would you please help me to c

I have a base that I’ve published as a library, let’s call it Part Numbers. It only has two fields - a Part Number and a description. I have 2 or 3 other bases that are pulling in this library as a table, and they’re linking records to it.I now need to make some updates to the Part Numbers base - some individual #s may be deleted, or descriptions might be changed, etc. If I upload a new CSV to the main library base and overwrite everything that’s there, but many of the #s never change at all, will the linked records in other bases stay linked?

Hi! Recently we have been displaced due to flooding in our apt, I wanted to create a base to track the items which need replacing and repair along side with an image to have an overview and then send to our insurance. Has anyone created a similar base or have a base template that is similar? Thank you for your help it is greatly appreciated during this tough time! M

The left sidebar, which contains nothing but the new LLM button, can no longer be collapsed. In an interface that is essentially a series of excel-like rows and tables, every inch of my screen is valuable, especially on a laptop screen. This bar of empty space actively slows down my workflow as it increases the amount of scrolling sideways I have to do, and it also throws off my muscle memory by moving all of the tabs over, and pushes the actual useful information on the left side of the screen away from the edge of the screen where I am used to finding it. Please add an option to move the LLM button to the top right, next to the base history and contact sales buttons, where there is a ton of empty space already. Or, add an option to minimize the sidebar, like we used to be able to. Or better yet, give us an option to hide the LLM button entirely if we are not interested in using it. I know every CEO believes that LLMs are the next big thing that must be included in any technology, but

Hi guys, I am new to this… I am trying to sync my Shopify orders to airtable. If customer order 2 times, how can I separate the 2 items to 2 records instead of all jam in one? We used to manage it on GoogleSheet with zapier, and they have a function of creating multiple lines, how I can do that in airtable? Thanks xoxo

Hello folks!Noob here. Thank you all in advance for any and all advice. I’ve AI to build the tool so far. Think I’ve made some mistakes.Bit of background information. So I’ve been employed by a business to consult on a new food menu, cost recipes and implement a standard recipe book. They use airtable in their other venues for some things like inventory management but not kitchen operations. They’ve asked that I try build a tool for the kitchen that can then be shared across the group.Being new, I only got so far and I’m feeling a bit lost and confused about layout, how some things drag information from where and why some things are where they are. The AI tool has got me so far and it’s been good. But to fine dial this tool for their specific needs I am seeking help!How much are consultations? Does anyone do this for free/cheap to build their portfolio? I’m limited in what I can offer as the budget is well blown out on the venue already due to the build.What I need help with is:ingredi

I am a big Airtable fan, I am very careful, but every now and then I create empty records by clicking on sections, etc. Now, I always figure it out and clean up but can only notice beginners do that almost systematically. I am sure certain there are UI enhancements the Airtable team could implement to make people aware they are actually adding entries in a table.

Bonjour, je cherche à faire un formulaire d’inscription à des cours de qi gong.Je souhaite avoir le nom, prénom adresse mail et numéro de téléphone,le choix (case à choix multiple) du forfait choisi (cours unique, forfait 10 cours, ou cour annuel)avec le prix qui s’affiche de chaque forfait Comment dois-je procéder, car j’ai une table “client” une table “forfait”mais le formulaire ne convient pas, puisque le champs “forfait” est un champ texte, alors que je souhaiterai un champ à choix multiple. Merci de votre aide

I am trying to create a call log for our company, but the issue is that I want to figure out how to display multiple back and forth or escalations relating to one call case without adding many rows. I think this could be done with linked records. but here is the schema: Last Name First Name ID Date Type Relation Reason Description Phone Email Link to Assigned Staff / Assigned Team for follow-up. Status (for follow-up) with Resolved or Escalated. I want to demonstrate if it is Escalated that it would move to another person, and allow them to do the next level of response. Or to have multiple entries documenting communication attempts at various levels before Resolved Does that make sense? Feels like I need a sophisticated Junction Table

Hi all,I’m trying to set up a self-linking “Related Records” field in Airtable (Team license) so that when I link one record to another, the linked record automatically shows the same relationship in return, within a single field.Right now I have: A Related Records linked-record field (self-linking within the same table) Airtable’s automatic “From field: Related Records” mirror field, which shows the reciprocal links Functionally this works, but the relationships appear split across two fields.My goal is to have all related records appear together in one field, even if that means creating a new combined field.I’ve tried to figure out if a formula or automation could merge the two linked-record lists into a single multi-value linked field, but haven’t found a way that works.Has anyone successfully combined self-links and their reciprocal “from field” values into one linked-record field?If so, could you share how you set it up (automation, script, or other workaround)?Thanks!

I’ve been trying for a few days to create a budget in airtable, enlisting chat gpt’s help.  It’s been a disaster.  Wondering if anyone has successfully created a budget here yet?  I’m a therapist, this would be a budget for personal and business.   I would import csv files at the end of each month from all the credit cards, venmo, bank accounts (presumably) to fill out the data.  My best, Brad

Looking for input and suggestions for the best approach. I am collecting information via surveys and interviews. Records are created for each survey response based on the respondents name. Based on that survey, I will then be interviewing a select number of these survey respondents. Is it better to have a separate table with notes about interview on a new table, or the same table. If I use a new table, what would the primary field be? I’d still want my notes associated with the interviewees name, right? I initially had a formula for the primary field that used the linked record of the survey respondent i chose for the interview. Seemed clunky..ORShould I just add fields for Interviews in the same table and have a separate table view when needing to add interview data? Notes: I already have another table that will essentially catalog responsibilities each respondent owns. This makes more sense because the primary field here is obviously the responsbility name, linked to the contact/surv

I’ve checked the documentation, but I don’t exactly have clarification on this point, since the explanation is spread across a few different articles.I’m trying to make comments work a little better for my org, and I’m looking into using User fields to auto-set comment watchers. Based on the docs, I understand that “Notify users with base access when they’re added” means they’ll be automatically watching the record for incoming comments, but the language of that sentence is a little unclear. I’m afraid to turn on the setting for fear 200+ people are about to get hundreds of emails. Some questions about how this setting works:Do only users with base access get notified? Are interface users not included? Is the implication that adding a user to that field gives them base access? (Almost certainly a no, but the sentence can be read that way.) What does “notify” mean in this case? Are users notified by email when they’re initially added to the record, or are they just added as comment watc

Hello everyone,We are an experiential marketing agency (BTL Activations) currently optimizing our project management system in Airtable. Our challenge is to build a single system robust enough to handle the complexity of our activations, managing both the top-down master plan and the fast-paced daily service requests.We are looking for examples, case studies, or video tutorials that demonstrate a base structure designed for agencies, specifically focusing on the following two-tier task creation workflow: 1. Vertical Workflow (PM-Controlled Hitos)  Process: The Project Manager (PM) translates the client brief into the main project plan. Need: We need to see how to structure the main Project Tasks table to clearly track Hitos (Milestones) and Critical Deadlines assigned directly by the PM to team leads (e.g., Logística, Creatividad). This ensures all top-level progress is centrally managed.  2. Horizontal Workflow (Team-to-Team Agility)  Process: Direct service requests between functio