Base Design

Hi all, I have a question about a workflow strategy. We have many bases spreaded through the different functions of our company. Every base is build upon a specific function need, from content management to administration to sales to R&D. Every collaborator has many bases to work on simultaneosly. (Eg: administration works on record from marketing, publishing and sales). Every time a record from a specific base go further with the workflow (eg. a project pass from “offer sent” to “project signed”, a trigger send a notification and the designed collaborator receive a pull for that task. In this case the administration will receive “send invoice”. My question is, IS THERE A WAY TO HAVE ONE UNIQUE PLACE FOR ALL TASKS (from all bases)? When we run weekly sprints is hard to have “the big picture” of what’s next, because all tasks are spreaded through different bases at different status. Are we missing anything on this side? How do you deal with these (organizzational) issues?

Hey everyone, Is it possible to move a record from one base to another with an automation? My organization organized projects in their own bases and each task gets assigned an owner. Ideally, I would like to be able to use an automation that is triggered by a task/owner assignment and places the task in the owner’s own base in order to create a “to-do list” of tasks aggregated from different project bases. Thanks in advance for your reply!

Has anyone set up Airtable as a full enterprise management tool, including Sales and sale orders, bill of material, raw material orders, stock management, works orders, inventory management and invoicing/financial?

Hello. I am very new to Airtable and trying to figure out if this is possible… I would like to be able to have many meeting dates attributed to a single task on a single line on a Gantt chart. I would like to be able to see: ‘Meeting X’ - 3rd July, 7th August, 11th September ‘Meeting Y’ - 5th July, 3rd August, 4th September From what I’ve worked out so far, the only way of achieving the above would be by having 6 separate tasks. 3 of them called ‘Meeting X’ and 3 called ‘Meeting Y’. Obviously this means 6 separate lines on the Gantt chart, rather than 2, and will quickly become unmanageable when I start to populate future dates and other meetings. Thanks

Hi everyone!. Hope can someone help with a design that I’m struggling with for a long time. I’m in charge of a database a medical speciality program (Emergency Medicine). I have a base with the list of persons (residents) and a list of rotations where the residents needs to rotate every month for the whole duration of his/her program duration. For example, one month, he/she needs to rotate in pediatrics, the next one in ER, the next in the ICU and so on. The problem is, I’m trying to join both tables (residents and rotations) with all the conditionals that needs to exist and I’m having troubles in terms of design and visualization: I’ve created the junction table (Rotations Calendar) where I can see the month in the primary field and the rotations in the other fields, linking to the residentes list. So I can see who is rotating in each month, how many residents are rotating in some rotations (counting the linking records) and in the residents table I can see when the resident is rota

Hi all. I have a base with 12 tables. I would like to create a table which will list links to all the other tables in the base, to ease navigation. I can get the View link but that opens up in a browser. Is there a way to create a link to a table that then goes to the referenced table within the desktop app? Thanks in advance. Shaun

at some point with glitchy internet I was offered the option to work offline… carried on and forgot… a few days later with no orders showing up I remember, but where do I reconnect?!

I’m still pretty new to Airtable, and I’ve searched for this info to no avail. I’m trying to understand the core reason(s) for using multiple workspaces. In our business, we have multiple clients with very different setups and data. I need to be sure those streams don’t cross. If we can share the bases within the workspace without granting access to everything, is there a reason why I couldn’t use one workspace and build out a base for each client?

I am looking at to build a system which will allow me to keep track of the walkthrough I do with my teachers as a school principal. I have one tab with all the teachers, one tab with all the standards we are looking at. My goal is when I start a walkthrough would be to: Select the teacher Upload medias Add notes in 3 boxes: description fo the observation, area of strengths, suggestions Rate the selected standards (probably 5 maximum for one walkthrough), and add a note next to the rating What would be the best way to design this ? My issue is on the standard as for ONE ENTRY (one walkthrough for one teacher), I can see how to deal with the medias and the three notes, however I don’t see how I can select the standards I want to rate and rate them. If you have done think kind of design or you know a template that could inspire me, I would love to see it.

I’m building a research project library and I’d like to create a multiselect “see also” column at the end of each record where we could select any of the other records (projects) in the base for people to reference. Whenever a new project is added to the library I’d love for that project title (from the title column) to appear as an option in this multiselect list. I’ve seen how to link records from another table, but wondering if something like this is possible within the same table. Thanks!

It’s so easy to create a simple relational database. But SO difficult to enter data into joined tables, and even worse to edit. For example, enter and edit a contact with 3 phone numbers. I get that AirTable attempts to simplify with popups to joined records, but this gets exponentially cumbersome and prone to error quickly with anything but the simplest of schemas. What am I missing? E.g., I can’t believe there isn’t an included / easy way to enter data into one form that populates multiple tables with appropriate joins. Help? ===================================================== 7/25/21 Apparently, I can’t reply after 15 days, not even to update with a solution, so editing original here. What I was missing was AUTOMATIONS. I had no idea that Automations could do this without too much pain. Create an input table, then use automations to split the values into various tables. This is helpful for data entry, but cumbersome for wide tables and doesn’t easily solve updating.

Hello! Airtable noob here, we are just integrating the software into our company’s workflow. Is there a way to track or view all the times someone has been tagged as a collaborator, across all tables in a base? We currently have one table for projects and a linked table for tasks. I would like to be able to create a view where I can see all the projects AND tasks that I’ve been tagged in. Is this possible? Thanks!

Hi All - I’m stuck and could use a bit of guidance for my project management. I currently have a table with my projects, which is linked to my clients table. Once a project moves from a ‘lead’ to ‘in process’ I want to be able to select a workflow and then the tasks that are specific to each workflow would populate. I have my automations set up and while they are working, something is a bit ‘broken’ and I’m not sure how best to fix. To be a bit more granular, I have: Clients table Projects table Tasks table I’m wondering if it makes sense to have a junction table for the workflow and each workflow’s specific tasks? If so, suggestions on linking everything together? Because here’s where I am running into an issue and not sure how to best approach and fix – Let’s say Project A moves from a ‘lead’ to ‘in process’ and I select Workflow 1. My automation triggers and all of the tasks for Workflow 1 automatically populate. Then I realize that Workflow 2 is actually more appropriate for this

Hello there, how can I define the background color of cover fields (e.g. in Kanban or Gallery view)? I have some records containing a white(-ish) element on a transparent background that is used for the Cover field. As the default background color is white those images are not visible. Thanks in advance! Cheers Christoph

I’m finding unexpected behavior when sorting on a single select data lookup field. In the source table the HT Location is a single lookup field. I have the field values ordered in the “customize field type” control (note Dairy case in in blue before Bakery in green.): In the source table the sort behaves as expected (note Dairy case before Bakery.) The unexpected behavior is in the list table that references the source table. There’s a linked table field, and a lookup on the “HT Locations” field, which is then sorted. Here the order is different, with Bakery coming before Dairy case. I tried making a duplicate of the list table; it duplicated the odd sort behavior. I made a new table, added the same link and lookup fields, and it looked like this table sorts the look up field alphabetically – except for paper supplies – not the order of the look up fields Argh. Ideas?

In my column N+1 I have designed a SEND MESSAGE BUTTON which opens an URL if clicked. This trigger an action on integromat to send an email. The button works like a charm. For safety reason, I want to create a layer of protection so my team will not send an email if by accident they click on the SEND MESSAGE BUTTON. On the column N I want to add a CHECKBOX and IF the checkbox is checked then It allows the user to click on the SEND MESSAGE BUTTON. This way, the user will need first to click the CHECKBOX if they want to send the message and click on the SEND MESSAGE BUTTON to confirm they want to send the message. How can I do this ?

Very new to Airtable and so far quite impressed with ease of use I am trying to set up a system for tracking product movement in a food processing environment. We currently have a “Master Log” which defines every lot that comes in with details on when, from who, where it was stored on receipt, if it was moved prior to processing when and to where, etc. I would like to be able to track the history of each storage silo for audit trail. What I am thinking is to set up a base for each silo and then somehow link the master log to those individual bases so that when something is received and marked as entering “Silo S1” it shows up in the Silo S1 base with quantity and date, when it is later moved from “Silo S1” to “Hopper P1” that shows as a debit from “Silo S1” in that log and a credit in the “Hopper P1” log. When it is processed it shows as a debit from “Hopper P1” and a credit to “Warehouse” I think this would have some things in common with an inventory management system but having th

Hello, Filemaker user here, and I’d love to learn how to re-create some functionality so I can use airtable. This database is for the entertainment industry: Table: Scenes Fields: Starting Script Page Number, Scene Title Example data: 1,Exterior House 30,Interior House 50,Exterior Office Table: Tasks: Fields: To Do, Priority, Script Page Number, Scene Title LINK Example Data: Set Dining Table,High,5 How do I link this tasks to its appropriate scene? Page 5 of the script is in scene 1 because scene 2 starts on page 30. In Google Sheets, Excel, and Filemaker, no extra work is needed, Lookup will return the correct, previous value without “going over” to the next record. Thank you!

I’m developing a simple app to manage my family’s food planning. My current structure is Recipes (e.g., Crockpot Chicken Tacos) that have multiple Ingredients (Chicken, Cream Cheese, Cumin, etc), and Plans that essentially have a date and a recipe associated with it (Tuesday through Thursday is the Crockpot Chicken Tacos recipe). I wanted to add some way to create a shopping list draft by creating a Trip entry referenced in a bunch of Plans, then going through those Plans, getting all Recipes, and then getting all Ingredients associated with the Recipes. I was thinking this could be done with a Rollup using ArrayUnique or something like that on the Ingredients lookup field of the recipes, but I still end up with duplicates. Is there some better way to do this rollup?

Hey all, new airtable user. I am a composer and I’m trying to put together a base that tracks a songs and co-writer percentages. One song might have one or several writers. If it’s more than one writer, I would like to track their percentage. For example, song 1 might have writer A, B, C each with a 33% writer’s share. The pertinent tables I have so far are: Song Table - contains song details and metadata Writer Table - contains information on composer Do I use a junction table for this? I could use a little hand holding if anyone has an answer!

Hi everyone, Can you help me understand what is the proper way to design base, tabs that are maintenance-friendly? So I have a Product table/tab on Airtable. From each product item, I want to create multiple forms based on type e.g. Type-A, Type-B, and then record the form submissions so that it’s easy to manage the submissions. Thanks in advance. Regards, Raihan Kabir

Hi, I’m trying to create a base to record the lead generated through multiple funnels. I’ve 2 tables. Table 1 Table 2 How can I filter the second table according to the dates? Let’s say I just need to see the record from June only. If I filter the dates in Table 1, it would have been great that will reflect in table 2. Something like ‘Dynamic’ Limit record selection to view.

Please Help! I have a table the contains my workers and a variety of information on each of them. They also are linked to projects that they are assigned as such. Worker Project A 1 2 3 B 2 C 2 3 Project is a multiple select column that links to a project table that shows top level detail on each project. I would like to output to a new table that expands each of these records to provide detail on each workers interaction with the specific project as shown below: Worker Project A 1 A 2 A 3 B 2 C 2 C 3 I have attempted to use “create records from multiple select” and junction tables to no avail. I have approximately 500 workers and 200 projects and do not want to create records for every possible occurrence as my data is very sparse. Thanks in advance for your help as I attempt to navigate, Damien

Hi guys, I would like to ask for some advise regarding the “Product ID” column of the Inventory Tracking Template. I understand that each product has its corresponding unique Product ID, is the value of the Product ID column here unique and will always be tied to one specific product you have entered in the Product Name column?

Hi, I want to build an Incident Table that tracks incidents. The key fields include: “Site” - location of incident “Date” - date of incident “Category” - drop down field that allows the user to chose the type of incident i.e., Property Damage, Near Miss, Lost Time, First Aid, etc. I have a second Person Hour table that includes key fields: “Site” - location of incident “Date” - date of incident Person Hours I need to create a statistical table that pulls and summarizes incidents from the Incident Table by year and category i.e 2020 3 Near Misses, 4 First Aids, 0 Lost Time, 3 Property Damages. Also pull the person hours from Person Hour table and record by year against the “Site” I would then create a formula to create a frequency rate for each category of incident. Example (for near misses) (3*200000)/person hours. I created this perfectly in Quickbase, but I cannot figure out how to do this in Airtable. Any thoughts?