Base Design

Hello folks, I am new to Airtable, any help is highly appreciated. I have different tables under the same base that tracks existing inventory and sales. I would like to create a third table that summarizes data for example I would like each row to represent a month and calculate profit/loss for that month but if I use rollup or formula fields it will apply the same formula into entire column which doens’t help my case. I need unique calculations to be carried for each row as each row will represent a month. 

I’m trying to display metrics on claims details on a line or bar chart.  I would like to be able to insert a “goal” line so we can see easily if we are above or below our goal.   Is there a way to do this, or is there anything in the works that could accommodate this request?

I’m missing which field/value is used with two tables are linked. Can someone point me in the right direction? In particular,  I have a master business directory table and I want use automation to push in the linking value to the separate Department table. I would have thought that they are linked on the record id, but when I try to push the Department record ID into the master table, it’s not recognized. It seems to want the department name, which is not always unique. Is there a place to see the linking values between tables?

Hello, I am using FILLOUT forms in integration with Airtable.I saw something strange, that if I define a filter on records in my database, then in FILLOUT, I can only select the records that are displayed in the database, even though they are in the table, they are just not displayed because of the filter.Does anyone know if there is any way to solve this problem?

Hi,I’m trying to create a field that tells you when the next due date of your credit card payments are, based on what their monthly due date is (e.g. 5th of every month) and today’s date. I know I’m creating a string that looks like a date and not a date itself, which isn’t a problem for me.My issue is that the comparison I’m using to check if the Payment Due Date is before today, a simple comparison of values really, is returning one wrong result! I created extra formula fields to see where things went wrong, and I cannot for the life of me figure out what the issue is! Basically, when I compare the number in Today against the Payment Due Date, with this formula: IF(DATETIME_FORMAT(TODAY(), "DD") > {Payment Due Date}, "yes", "no")  I get an incorrect result (Payment Due Date 5 returns “no” when it should be “yes,” because 22>5). I don’t get it. Does anyone know what’s going on? Thanks a lot! 

Dear all, I do have a base with several tables in it of which HCO’s and HCP’s are two.  HCO’s are Hospitals where HCP’s (doctors) are employed.  I would like to be able to select and/or display hospitals based on whether or not certain HCP’s are available in a hospital (e.g. : display hospitals which do employ orthopaedic surgeons but do not have ophthalmologists available.Tried Airtable support, which came up with scripting.  Please feel challenged to propose  a non (or very, very, low) code solution for this! Thanks so much,MichielThe Netherlands

Yeah, we can turn a single-select status-like field into kanban view workflows for teams. Got it.But how to add more info for each of these kanban workflow steps? To document the workflow, to give team member easy access to "what should I do at this step?" Links to related assets, templates, full docs, Loom videos etc?Yeah, you can do a 2 table approach, where you have a more robust "Steps" table instead of a single-select "status" type field. But then you lose the ability to have a "steps as kanban columns" view.How do you all build card-moving kanban views that also act as helpful process deocumentation for each of those steps?thanks!

Hello everyone, I’m designing the content layout for my team and I want to group relevant data items under common names like what we can do with “Grouping” button in Excel. For example, I have these data points: Overview: Company Name, Country, Status, Sector, Sub-sector, Stage (I want to group these four data points under the “Overview”) I also want to collapse/expand the view (with the “+” button as shown in the image) Thanks a lot for your help!

Hi,Hi, I’m new here and need help setting up a basic leave tracker for a small organization of up to 20 people. I want to automate notifications and maintain the leave database efficiently.Any assistance would be greatly appreciated!

Hi, I’m part of a small growing business. We are looking for inventory database options as we begin to expand. I was curious if any other food-related businesses use Airtable for their inventory tracking? If so, how’s it going? Do you believe Airtable will be a good option as your company expands and grows?

I welcome some quick feedback on my Base / Tables set up.   I have multiple projects I manage and after 2 months of using AT I’m increasingly concerned I’m digging a hole based on a flawed setup.  Is there a resource for me to get 10-15 minutes of evaluation / input?   

My team’s use of Airtable is growing a lot this year. As we develop new bases, there is basic, teamwide information that is repeated in tables across those bases. For example - locations, events, people.I’ve researched synced tables and feel like I have a basic understanding of how they work. Often, though, my experience is that I learn while building or doing work that a certain feature doesn’t do what I thought it would do based on my research.So I’m just looking for community feedback on this approach - perhaps setting up a base that houses tables with these basic details and then syncing those to multiple other bases. Are there limitations on the way you can use/interact with data that is coming from another table that make this not worth it? 

Following the advice to have all info on one table and use views, I have successfully created a one table base for my law library. For views separating case law and articles, for example, is easy. I have a field in which I enter a letter according to the subject. eg for cases, enter C, for articles enter A. For a different project, I should also like to have a one table base, but am unable to work out how best to add records where each primary field record (the record in the primary field) and its different fields have numerous records in the same field. For example: Existing Setup: 2 tables. Table 1 and Table 2 In each table I have 3 fields including the primary field. In Table 1, this primary field is renamed Property Next field is Y, the next field is Z. In Table 2, the primary field is Date. Next field is Location, next field is Notes. Location field is linked to Y in Table 1. Add 5 records: In Table I in Y

Hello everyone,I have a Google Sheet with multiple tabs, including one main tab called DATA which is updated at regular intervals. The other tabs in the sheet rely on this DATA tab using IMPORTRANGE and other formulas, so I can’t isolate or split it into a separate sheet.My goal is to sync the DATA tab into Airtable, ideally in near real-time, so changes in Google Sheets reflect automatically in Airtable.The problem I’m facing is: Airtable’s direct import only works with single tab Google Sheet. I cannot split or isolate the DATA tab into a new file, as it will break all dependent tabs using formulas. Has anyone successfully set up a sync in this kind of setup? I’d appreciate recommendations Access a specific tab from a Google Sheet Keep the sync live or near

I'm struggling to set up a two-way sync between two tables in the same Airtable base: Clients and Campaign Management.Here's the Setup: Clients Table: Contains a full list of clients and their program levels. Campaign Management Table: Used to track each client's active campaign status without cluttering the Clients table with extra columns. What I’m Trying to Achieve: When a client is marked as active on a specific campaign (e.g., Facebook) in the Clients table, that status should automatically appear in the Campaign Management table. If the campaign status is turned off in the Campaign Management table, it should also reflect as turned off in the Clients table. Essentially, the campaign

I’m new to AirTable so forgive me if this has already been answered. Is it possible to create one form that will enter records into two different tables? I am making a form to enroll a student. The first 4 fields, Name, village, birth date will go into a table of students. The next 4 fields: semester, year, study group would go into another table as these would differ from year to year. Thank you in advance for considering my question. Rob

Heya community!I have a main table of tasks (source) which is two-way synced out to a few different bases depending on their category/who’s responsible (long story short).In this source table, I’d love a way to have a button open up the record from within one of the specific synced tables. I have a sad feeling this isn’t possible, but would love any help figuring this one out!I know from the synced table I can do this very easily back to the source, but I’d love a way to do it the other way.I really hoped that the record ID would stay the same in both places so I could create a URL that combined the new base/table with the existing record ID, but alas :(

Can Airtable manage version control with attachments to ensure that when a file is replaced with the new file, only the new file is visible or clearly identified as the current version whilst retaining access to historic versions?Any best practise on how to set this up or use some form of approval work flow? Thanks, 

 I am looking for the best way to set up an Airtable to keep track of a lot of book publishing details with minimal repetitive data entry and as human proof as possible. I’m on the free plan.  The situation:I have several book series (Power of Five, Dragons, Talonswood, Trident, Draken). Each book series has multiple books. Each book can be published in multiple formats (ebook, paperback, hardback, discrete paperback, discrete hardback). Each book is being translated into multiple languages (English, German, French, Italian). After translation, each book, in each format, needs to be uploaded to several platforms (KDP, Kobo, Ingram, Tolino, D2D). Not all books get uploaded to all platforms. For example, English language books don’t get uploaded to Tolino.  I need to somehow keep track of this mess so me and my assistant know what’s been done and what hasn’t. Also would be good to keep track of an error log so we know what’s needs to be fixed. 

I have an existing list of barcode numbers in my base.  I need to be able to scan a stack of corresponding barcodes and have Airtable check off that barcode so that I know the barcode from the list was matched with the scanned barcodes.  Is there a way to create this in Airtable?

Hello, we are a Charlotte-based organization and started experimenting with Airtable in our Operations department and now are trying to build Airtable for our organizational project management. We are looking for a contractor/consultant that is ideally in the Charlotte area and able to help us with our base, tables, interfaces and dashboards, ideally building it in a way we can easily manipulate in the future, if needed (e.g. no code?)  -Susan 

Hello! I am looking for an advanced questionnaire, either in Forms for Airtable or an integration. I would need it to be in sections (each section having a little header with directions), and an if-then conditional type of response, where if they answer a question one way, the next thing pops up based on that answer.Any thoughts on how to do this in Airtable or what integrations may be best for this?Thanks!  

My organization is implementing a new Airtable base structure complete with integrations with Softr, Fillout, and Make. It’s a complex build that has taken over a year to build. We recently upgraded to Business to take advantage of higher record limits and 2-way table sync. Now I have learned of the limitations of the 2-way sync and I am doubting everything.We were advised to design our operation in two bases; let’s call them People and Things. About half of the tables in each base have been synced into the other base. Here’s the problem:A table in People (Names) is synced to Things The synced Names table needs a rollup from a table in Things (Furniture). A linked field and the rollup are added to the synced table. We need that rollup back in the People base, but it does not sync back because of how 2-way syncing works (records sync, not fields native to in the target base). So, we sync Furniture to the People base - it includes the link

I shared on our Wix site the Airtable calendar. All looks good. But if the public clicks on the View larger version link, along the bottom right, it opens larger and shows at the top Using “Reserved Date/time field, customize labels , filter and sort. Filter and sort is fine but how do I remove “using Reserved Date/Time and customize labels. It looks weird and confusing to public. I am on the free plan.

Airtable has come a long way from when I first started where I had to pair it with Excel to get earnings and cashflow projections for my small freelance business. I now have four extensions that give me data I used to have to calculate with Excel, but I’m missing the fifth that would let me ditch Excel completely, and this extension needs the following formula: Projected Available Next Month - Fixed Number=“Left to Earn (negative)/Rollover (positive).”I have the first part to get these numbers and then I have the method to use the answer of the equation to redistribute those numbers in AT according to whether I’m short or flush, but I cannot get that middle calculation in AT.FWIW because my income is so variable, this data lets me even out my earnings and pay myself a regular paycheque. I started doing it manually on paper, then with Excel, then I started in AT and continually improved my base as more features came available. I really want to get to the point that I ca