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Base Design

Need help with your Airtable base design? You've arrived at the right place.

  • 3,359 Topics
  • 8,414 Replies
3359 Topics
Samir_Ghosh
Samir_GhoshKnown Participant
asked in Base Design
How to replace Join Table (from relational world)

I want to track Companies, People, and date each person is hired. In a relational database I would use a “join table” to handle the many-to-many relationship and would include a “HiredDate” field in this join table. AirTable makes many-to-many relationships easy, but then no easy way to track hire date for each person at each company. This seems like such a common use case (companies/people, products/customers, students/classes). What am I missing? Thanks!

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Samir_Ghosh
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Alexia_Anthony_New Participant
posted in Base Design
Prefill a form with data from another table

Hello all, I am new on airtable but i did my homeworks before coming here to share my with the community… I am trying to prefill a form in a table (table 2) with data from an other table (table 1 = “DATA table” which is filled with some data previously given via tchatbot conversation and functions which process some data into new results). Here is my formula below (which is now in a formula column in my first table DATA where all my data is automaticaly collected from the tchatbot): "PROPOSITION D'ENVOI D'APPEL D'OFFRE AUX ARTISANS DE LA TEAM URENOV & “prefill_Date=” & ENCODE_URL_COMPONENT({Date} & “”) & “&” & “prefill_N°%20de%20pr%C3%A9devis=” & ENCODE_URL_COMPONENT({N° de prédevis} & “”) & “&” & “prefill_codepostal=” & ENCODE_URL_COMPONENT({codepostal} & “”) & “&” &“prefill_codepostal=” & ENCODE_URL_COMPONENT({codepostal} & “”) & “&” & “prefill_Adresse%20du%20chantier=” & ENCODE_URL_COMPONENT

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kuovonne
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Ehud_SegevNew Participant
posted in Base Design
Can anybody help me automate this people scheduling challenge?

Explanation for this challenge as can be seen in this simple table I created: Airtable My challenge - Airtable Explore the "My challenge" base on Airtable. We have a few people who mention their START DATE and END DATE And there’s a table with a daily schedule All I’m trying to achieve is to be able to show me in the Daily Schedule table who are the “PEOPLE” who are available on these days. I need some formula that I’ll be able to keep adding more people to the list, and keep adding more events to the schedule, and always automatically see the people that are available for these events. I did try a few different things. Like, adding ALL people in the PEOPLE list manually by making the “PEOPLE” column a LINK to another field. But that’s a manual work. Utilizing the above method with a ROLLUP field that only brings back the people who match my criteria of start and end date - as an array (comma separated), but again, I must first ADD all th

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c_vNew Participant
posted in Base Design
Make a row unique with another record than primary

Hello everyone, I’m looking with “unique” keyword to find how to make unique raw not based on primary key.and do not find help. The case : I have some schedule based on 5 day week with hours for each day. I have formula that give me a rapid view on the schedule and I want that rapid view be unique to not duplicate the same schedule. It seems not possible with airtable could you confirm taht ? Thank you very much for your help Charles note: here my formula to print rapid view schedule: Lundi & “-” & Mardi &"-"& Mercredi &"-"& Jeudi &"-"& Vendredi

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Laima_UlozaiteNew Participant
posted in Base Design
Status Change Triggers Compulsory Entries to other fields - is this possible?

Hi all - I’m looking for a way to capture reasons for status changes on my records and capture some more relevant information. For Example: Moving a Card from LIVE to Pause in a Kanban view triggers a form to capture Pause Reason + any additional questions.

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ScottWorld
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Gerianne_ChapmaNew Participant
asked in Base Design
Split large table into smaller one and link

I imported a large spreadsheet with all the data about customers and their contracts. All the customer data and the related contract data resided in one big spreadsheet, so I have one big table with all the data. I have some customers with more than one contract, so I have duplicate customer info in some rows. I have completed alot of customization on field types already, and now realize I want to break this large master table into a customer table and a contract table so I only have to update customer info in one place. Is there a way to do this so it works - I want to bring over all the customer data to a new table . I have last name, first name, address, town, state, zip, phone fields that would need to be moved to new table for customers. The contract table would remain with contract number, instrument assigned, start date, bill week, status, etc…

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Joel_PomalesNew Participant
posted in Base Design
Create 'Master' base or table, then copy many times...help!

Hello all, So I started doing a design for a base that I think will work great with my vision, but I do have a question. I am designing a base which tables will have a series of questions around specific topics. And this is for one to go out to a customer and ask a question, write the answer and mark the organization compliant or not. So I’m figuring that a table for each section (six in total) will be best as, most likely, the schedule of the interviews will follow each section, and at the end everything will be collated. So here’s a couple of questions I had w/r/t the design of this: The questions, and their hierarchy, should be read only. That is, the interviewer only can write to the answer field and upload evidence. So in the form topic → subtopic → sub-subtopic should be read only The base should be clonable. Guessing this is the easy part. :stuck_out_tongue: There is some scoring which I presume could be rolled over maybe into a ‘portal’ table that will give you an at-a-

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Vy_Nh_tNew Participant
posted in Base Design
Records limited

Hi.In the free version, I have the use of 1200 records. But of which 80% is the product category. Can only get more records when I pay the fee?

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Sal_SuissaInspiring
posted in Base Design
Organizing Fields By Name, Category

Hello I have tables with over 200 fields, and I would like to categorize them, or at least auto sort them. For example, Fields “Length” “Depth” “Height” are all “Dimensions” - Ideally I would like to be able to categorize them so that they are always next to each other. This would also help if some fields are private, and should be kept this way, to categorize them easily and be able to hide them in one streak. Currently, I work around this by adding a set emoji before a field name, so all my “Dimensions” fields for example start with :straight_ruler: , and I then do this manually. Yet, this is not foolproof and not great. Any ideas out there? S.

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RistoNew Participant
asked in Base Design
How to average ratings from a student live online evaluation?

Hi, Could you help me calculate the average results (ratings) of a student live online evaluation? I am testing 2 tools to collect the feedback of respondents, one is designed with Typeform and the other with Airtable. It is not possible to add a “multiple select” in the primary field with Typeform (“names” of students can only be added in the second column), while name can be put in the primary field with Airtable form. Does it matter to average ratings? The evaluation goes as follows: The respondents select the name of the person to evaluate from a “multiple choice/select” list and rate them using "opinion scales/ratings). The answers are imported to Airtable at the end of the live session as you can see from the screenshots. I would like to calculate the average of ratings for each group of names and use the value in the base. I noticed that the “group functionality” does not help as it is not possible to use/extract the average values in the same or a new table. Do you have any ide

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Kelly_Vorrasi1
Kelly_Vorrasi1Known Participant
posted in Base Design
Coping multiple fields across into new records down

I’m going to try and make this make sense. I’ve built out 12 different formulas/fields to spit out different date results based on a primary date field and some other factors. I now need to be able to either copy horizontally and paste vertically, or somehow bring them all into one new field that can then be copied and pasted into new records. into

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Justin_Barrett
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Vy_Nh_tNew Participant
asked in Base Design
About attachment

I am trying to import about 1000 product photos into the “product” category. The problem here I cannot find the fastest method because the number of each product is not identical. Hope you all help me, I’m a novice user.

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Alex_GuillaumeNew Participant
posted in Base Design
100 000 rows reached (very soon) ! :(

Hi Community ! We have a database that count 80 000 records… and counting… (We are limited to 100 000) Could someone hep me on a way to split my database ? For example… I tried to host “cities” table in an other base and sync this one… but if I sync all the rows in my main base, that does’nt make any change ! Sync row are counted in my main database. Any clue, anybody ? Thanks in advance. Alex

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John_ZiembaNew Participant
posted in Base Design
How to Create a Master Table from Multiple Fields in the Same Row

Many CRMs that we have used in the past export all data in one row. The issue is we want to take that data that is in the same row and create multiple entries in a new table. Here is an example: Primary Contact, Primary Contact Phone, Relationship, Secondary Contact, Secondary Contact Phone John Doe, 847-555-5555, Spouse, Jane Doe, 708-555-5555 Each one of these is a column header and I would like to be able to easily import them as one line and then have them also available in a new table which separates the contacts. The goal is to end up with a Gallery view so I can see different Cards for Both John & Jane Doe with each of their appropriate contact information and see that the other person is linked to them. I need some level of automation here as I am importing 1000s of records and not all data will have two people associated with it.

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Kosta_KondratenInspiring
asked in Base Design
How to automatically fill in related field

Hi, I have a table called ‘Communiques’ which is linked to ‘Contact’ records. I want to be able to - when I create a new task record from Communiques to automatically have the ‘Contact’ filled in from the Contact associated from the Communiques table. Is this possible? I have created a video to show what I mean: Thanks

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Van_TranNew Participant
posted in Base Design
Merging 3 seperate tables into 1 master table

I am creating a base to track my inventory, I have created 3 locations in 3 seperate tables, with images description etc. I would like to know how to merge all 3 together into one table (master table) Is there any way I can do this with data intact?

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ScottWorld
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william_ellerbyNew Participant
posted in Base Design
Zapier updating linked record field to allow lookups in linked table

I am trying to automate firing notification for ceramicists when they pay for a firing. I have a master table with all member information including member id, phone number etc. Primary field is their “first name last name” when a ceramist pays for a firing through paypal, a 2nd linked table “PAID” is updated with name, date and price from the paypal info. I also update the linked field in this table with their name. My hope was that the lookups fields of member id and cell number would be updatedin the PAID table ??? how can I get the member id and cell number to fill in automatically from the master table ( the lookup fields ) when a record is created in the PAID table using the paypal name in the linked record field ? I tried updating the linked record in PAID table with the zap paypal name ( hoping the lookups would just happen… ) this is shown the screen capture. gawd I hope this makes sense :slightly_smiling_face:

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gee_cNew Participant
posted in Base Design
Filtering a subset of linked records (application: collection inventory + wish list)

Hi, I’d like to create an inventory + wish list for my music collection. This is my current setup: Albums table: Artists table: Is it possible to filter the Linked Records field in this way or is the only solution to settle for a plaintext conditional Lookup/Rollup field? (I know I could also expand the Albums cell and check record status this way, but I’d like to avoid leaning on this if possible. ) I’ve been reading through the forum and it looks like this may not be possible; specifically, it seems that this question is the same as my question, and that the answer is ‘no’. Even if this is the case, it’d be great to get another confirmation or any advice. Thanks in advance for any insight!

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UPIKE_Student_ANew Participant
posted in Base Design
Bulk Filter from one table to another

Good Day, hope I posted this in the right section. New to Airtable and like what I’ve been exploring so far, especially the grouping feature! I have this table that has a persons ID #, their First Name, Last Name, email, and their Check in and Check out dates/time. Some quick background, I work at an Institution where we track attendance of our facility that typically has a higher foot traffic. With COVID, we’ve been keep a close eye on who enter our facilities, as well contact tracing if someone later on is placed in quarantine or isolation. So every time someone enters and leaves our facility, that information is tracked. The grouping feature has made it very nice to keep things organized and easy to look for information. Today I received a list of individual id #, about 15-20 of them. Trying to find the best solution to quickly filter that table down into only seeing those list of ID numbers so I can report what date/time they may have entered my facility. I find it tedious to

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Graham_RuddickNew Participant
posted in Base Design
Form Source Attribution

I have a number of sign-up/newsletter forms in various locations all feeding a single CRM base. I’d like to create attribution that allows me to see in the base where the contact originally came from (e.g. website, LinkedIn, Partner site). I’d like to do this in a way that means the person filling out the form doesn’t see the attribution being applied. (So I can’t use ‘/?prefill_’ ). Thank you in advance!

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Admin_Promis_JuParticipating Frequently
posted in Base Design
One of my base is really slow

Hello, For the past 8 month, i have been building a base with logistic and sales activities. (we started before the “sync” option released) this base has : 18k records with 2 tables of 8k+ records 8Go of Pictures 23 tables 600+ fields 200+ views a lot of functions a lot of automations a lot of connexions to zapier. connexions to miniextension. When i try to open big tables, the loading takes 20s sometimes ! what is the best approach to fix this situation ? creating a new base for the logistic and sync sales data ? reduce views ? reduce functions ? delete pictures ? create a new copy of the base every semester ? … ? Thank you

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Kathy_HartmanNew Participant
posted in Base Design
Privacy Settings Within A Workspace

I want to create a base in my workspace, but I want to limit who can see this base to only certain members of my workspace. I have a Pro account. Is this possible? Another alternative is creating the base and limiting access to one tab. Thanks for your help!

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ScottWorld
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medairtableParticipating Frequently
posted in Base Design
I pay my contractors biweekly a different percentage of the revenue brought in

I have two tables on air-table. One for Staff, another for Leads. Staff: grouped under type: organic sales, paid sales, and coaches. Fields: Type, Total Revenue, Total Leads. Two questions: How can I change the formula for each staff type? How can I calculate the total revenue biweekly? and reset it every biweekly period? The amount to be paid to the contractors is based on the revenue brought in in each of the 26 periods of the year.

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Andi_Fear-RossNew Participant
posted in Base Design
Tracking which services have been delivered - help?

Hi I am quite new to airtable, so if this question has been posted before, please point me in the right direction, as I couldn’t find the answer when searching. Our small business provides professional services to clients. I am trying to use airtable to make sure we deliver those services agreed in the contracts. Typically a client might have 4-7 different services across a year which would be grouped into one contract for monthly payments and delivered across a year on dates as agreed - then would get a new contract for the next year with similar or different services. In my base I have a table for Companies (and one for contacts as quite a few people within each company) and then one for Contracts as each company could have many contracts over a lifetime. In the Contracts table, I record the start and end date of the contract, the monthly payment, attach a copy of the agreement and link it to the comapny name from the Company table. However I would like to be able to do the followin

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ScottWorld
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BillclaNew Participant
posted in Base Design
Newbie stuck in excel thinking

Hi folks, I’m hoping someone can take pity on me because I’m struggling to get my head round this as I’m an old school spreadsheet geek! Airtable would be ideal for how we want to work and would stream line things rather than the excel documents we use just now, but I’m lost without a vlookup :joy: I have a “master” table with 5000ish records, each with 25 fields. The Primary field is an account number. I have lots of other tables, each one is a particular clients own table. These contain between 100-200 records, with the same account numbers as from the master table as the primary field, and some notes against each account number. They might add or delete Account numbers from their own table, but they will always be contained in the master table. Is there a way to look up the primary field in the clients table and pull the 25 fields from the master tables corresponding primary field through automatically without having to manually select it through the lookup function each time? I w

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