Base Design

Hey guys, I’ve built a personal CRM which I use to manage fundraising, hiring and key partnerships. I have the following (here relevant) tables: contacts, todos, contact interactions, pipelines, notes. When logging an interaction, I like to leave my notes and follow up tasks (2 different columns/ tables) directly in the ‘contact interactions’ table. However, they are then tied to the interaction, and not the contact. So whenever I click a contact before a meeting with them, I can not see previous notes nor my tasks related to them. The best workaround I found is clicking on the contact directly and leaving the task there, but that is somewhat clunky. Is there a formula/ script to ‘pull through’ certain data (having a field that writes on the contact table, but is visible in the interactions table, if it makes sense)? I have the same problem on multiple fronts, so if anyone knew a solution to this, it would be awesome :raised_hands: Best

I have a contact list where one of the fields is “Referred to…” to show how I got into contact with someone. What I want is a two-way link for “Referred to/by”, like so: Name | Referred To | Referred By --------------------------------------- Jim | Amy | Amy | | Jim Bob | | For example, if we have three names in the table, eg. Jim Amy Bob Jim introduced me to Amy, so have it as Jim | Amy Amy Bob The problem is, when I link Jim to Amy, I want another column that shows that same relationship in reverse, a “referred by…” field. So it would look like: Name | Referred To | Referred By --------------------------------------- Jim | Amy | Amy | | Jim Bob | | So far, I’ve been unsuccessful at doing this. I’ve tried using Lookup but it only finds itse

Hi all, Looking for a way to have a URL button open a Google News search with the terms in the first column. I tried this: (https://www.google.com/search?q={Tax Change}) (tax change is the name of the first column), but it’s telling me I still have an error. Help Airtable friends!

Hi all, I’m building a CRM base. We offer multiple products with different pipeline journeys for each product. End goal is to be able to select/add a specific journey (pipeline) to a contact record (in a “pipelines” field of Table-1) and when a specific pipeline is selected, they are auto-added to another table that contains all the data for that pipeline. So Bob gets added to the master, and salesperson adds Widget-A to their “interested in” field. Bob is then auto added to the Widget-A pipeline where those stages and other data are managed. I HAVE created views in the “master” for each widget, but can’t figure out how to auto add those to a new table. Thanks in advance!

Hey community! I am using a table to try to build a ‘universal template’ for products that are synced with an ecommerce marketplace. Each category for products on the marketplace has a specific upload template that has unique fields in addition to the common fields across all product categories. My plan was to create all possible fields across all category templates and then re-create the category templates as views within the table. My problem is that I ran into the 500 field limit (that I did not realize existed) and now I’m scratching my head trying to figure out how to restructure my table to accommodate. My goal is to have a single instance of truth for various product data points; for it to be easy to find (not having to hunt between various tables) and to have an easy way to generate the csv output to match the marketplace upload template for the appropriate category. Any thoughts?

Hello :slightly_smiling_face: I’m trying to create table with records based on two fields from another table. E.g. the combination of “Password” Object and its connection to “Write” and “Restore” Actions should create records with the fields “Write Password” and “Restore Password” in another table. Any suggestions on how to do this? Hope it makes sense :grinning_face_with_big_eyes:

Hi everyone, I’m a bit new to Airtable and I’m wondering if it’s possible to do what I want. I have a base with membership records that include a status field (active, pending, cancelled) and I’d like to have another base count how many members were status = “active” as of a certain date. Thank you

Hi, I’m a web developer and part of how I’m using Airtable is to keep track of to-dos on a variety of client projects I’m working on concurrently. For each client project, I have a checklist of maybe 30 tasks that I use as a starting point. For example, things I need to do for every project, like get the signed contract back from the client, set up website hosting, create the logo, etc. Currently, I have these tasks grouped in multiple stacks within the Kanban view, with each stack representing an individual project, and then I also have them organized by due date in a table view. Because I use this same checklist for each project, I have a set of these 30 tasks for project A, project B, project C, and so on. And, then I also have just a set of these tasks labeled as “Template” and whenever I have a new project, I just go through and manually duplicate each of the 30 tasks from the Template group, and then re-assign the duplicates from the “Template” group to that new

Hi fellow Airtablers, Does anyone here know if one can get around the 50,000 record limit per base by linking two or more bases with automation? Like, inventory in one base, sales in another, clients in another, etc.? Any other ideas about how to get around this limitation? And is it 50,000 per base or per workspace?

Hello, hope you don’t mind the newbie question. How do you set a variable that I can call across I have a base where I’m organising people into coaching groups. Each coaching group has a unique name (Pacha, Twilo, Space etc). Each coaching group also has its own URL. What I want to do I’d like a field that autopopulates that Airtable URL whenever I assign somebody to a group. So if I assign somebody to “Pacha”, another field updates with Pacha’s URL. I guess that I need to create a table within my base to store these “variables” but I’m stuck on how to call them into the main table. I suspect it has something to do with linked fields and lookups, but whenever I read the documentation I get stuck. Any help would be hugely appreciated. Thanks! Ian

Hello - I am working on a base that contains different revenue sources for our organization, which includes donations, tuition, enrollment fees, etc. In the case of donations, we have an entry for each person who donates. But for tuition, this is received from multiple people. We want to be able to keep track of the individuals who pay tuition, but in our main list of revenue, we want to see the tuition summarized into one line as a lump sum (without seeing the individual names of who paid the tuition). Is there a way to set this up in Airtable? Thanks in advance for any guidance!

I want to use the cells in a single-line table as ‘constants’ that can be used by another table. For example: The Products table has product details and one column is Colour. Associated with each Colour is a ColourValue (in an adjacent column). The Colours table has a single line with one column for each permitted colour (Red, Green, Blue). In each cell is the value for that colour. Alternatively, it could be arranged with a pair of columns for each colour: ColourName1, ColourValue1, ColourName2, ColourValue2… etc. I want to connect the two tables such that when a ColourValue changes in the Colours table, then the ColourValue entries in the Products table is changed for every record in the Products table that has that Colour. So, if in the Colours table the value for Red change from 5 to 7, then every entry in the Products table that has Red in the Colour column should have its ColourValue updated to 7. Note that the Colours table is changed by an externa

Hello I need to collect answers from my clients, to 20 different questions each month. I then put a photo beside the clients answer and have Zapier send the photo and the corresponding answer, to the Instagram of the client, through Buffer. I’m assuming I will need a seperate table for each client and that it will look like this: CLIENT TABLE 1 |Q1|Response|Image|Date| |Q2|Response|Image|Date| |Q3|Response|Image|Date| My Airtable Form responses end up in a table like this though… Client 1 | Q1 Response | Q2 Response | Q3 Response etc Client 2 | Q1 Response | Q2 Response | Q3 Response etc Client 3 | Q1 Response | Q2 Response | Q3 Response etc Which is not really helpful for me, since I need to add the image etc… How can I rotate that data? Or is there a completely different way to do this that I’m missing! Thanks!

Is there a way to set up a single view of all my tasks that exist in multiple bases into a unified view so that I don’t have to open each base separately? I would like to be able to work within this unified view to have complete control of over what should get done first, second, etc. Once I do complete a task, then have it marked as complete in its’ source base.

Hello Airtablers, I had an idea in mind for a while now. I would like to create a “hub”, a repository of science-backed studies on a specific topic. If you’re familiar with this website, examine.com does exactly what I intend to do on a broader scale. While examine is not specific to one “niche” but rather gathered studies on specific supplements, I intend to do the same for diabetes and everything related to insulin resistance. Ideally, the project would contain a Home page with a search bar and illustrations all around, with part of the Homepage linking directly to subcategories like: studies repository for the tag « Cinnamon » studies repository for the tag « Metformin » studies repository for the tag « chromium » etc. I imagine I’ll have to create a database regrouping every study about the subject; Ideally, I’d crawl/scrape the URLs of the major databases publishing

Hello When building a simple base of entities (Let’s say Peter, Paul & Jack), i add a column to indicate there’s a link between two (or more) of them. Doing this, i use a Link to another Record in the same base. So when i’m linking Paul to Peter, i see Peter in the “link” column of Paul. But no link appears with Paul appearing in the Peter entry. Is there a way to link two entries in a simple bidirectional way ? It sounds so pretty simple, i can’t believe i have to do it twice for each link between entries. Or should i use a graph tool instead of Airtable maybe for this kind of analysis ? Regards, A

Hi all, Here’s where I’m trying to get: A business contacts CRM that is both a DB of all contacts, contact-specific files & links, and also has multiple “pipelines” for each contact. The core consideration is this: Contacts can originate from multiple sources: Instagram, Twitter, IRL, etc which will determine which FIRST unique identifier I acquire. Sometimes it will be insta’ handle, sometimes a name, sometimes an email. Then as said, I will have different pipelines (journeys/kanbans) for different products, etc. I need a way to link to a record (a unique identifier) without knowing WHICH identifier I’m going to get first. Does it make sense to create unique internal IDs that become my “common language” across all tables? I was init trying to create a sheet for each social platform, and then wanted any new entry on that table to auto-populate into the master contacts table where additional info can be entered as know. This was j

Hi there! In the last 12 hours, the linked records in my base have suddenly and mysteriously changed! Please help! I run a diaper bank. We use AT to track requests for diapers by size. A text field tells us what size of diaper is being requested, and then, using a linked record field, we manually link it to another table that contains diaper sizes (diaper come in sizes Newborn, 1-7, and pullups). The text and links are easy to match. As of 12 hours ago, it looked like this: (*Note: in the image above, the record created on 9/3/2020 7:25am is wrong (5 and 7). I’m not sure if that was human error, or the beginning of my problems with AT linked records. Keep reading for the main problem.) However, this morning, the links for diaper sizes 5 and 6 went haywire. 5 turned into 6s, and 6s turned into pullups (which in the table we linked to, are called “T(L

Hi everyone!, first question here. :blush: I have been checking this community frecuently and found lots of solutions to problems I have been encountering. :thumbs_up: My problem Its quite simple, I guess I am missing something obvious otherwise it would be a big limitation which would already be addressed… The situation: I have a base with many products, each product is linked to some clients. Example Product 1: Client A, B and C Product 2: Client B Pruduct 3: Client A and D Like this I have at the moment 200 products, but soon this will grow quite a lot. The problem is that when I have a new client, lets call it “Client E” and I want to link it with 50 records, I have to write his name in each record, I cannot just click on the small square and drag it all the way around. If I do so, it will just copy the value of the inital record (with all the initial linked values) in all the ones that have been draged. At

I have a table structured liked this: The second column returns the “Click” count for some job postings. Knowing their record IDs (returned in the “lookup” column) how can I somehow mark the first two corresponding records in the other table without using Scripting or Zapier/Integromat?

Continuing the discussion from Auto removing a linked record when the record is removed from a view in the linked table?: We’ve tried the above solution in an automation - it’s resulting in an error. The error is received invalid inputs. Any ideas how we can remove linked records from our table using an automation? Thanks

Hi guys, I’m current tranform sheet to airtable. I wanna to use it as database tracking daily. But seem a little bit misunderstanding in building 1 base in my case In my case, Each product has ~ 1000 keywords research with some fields: {Avg search volume}, {Ranking}, {Cost} … each values changing every single day. I dont wanna dedupe 1000 keywords each day from importing Csv file. i just wanna tracking those 1000 keywords within those 1000 records

I have not started anything, I got an invite from a friend & I signed up, but when I open my account, it has my friends base (shared with me) and I have no place to start a new base from scratch. have looked all over, but can’t even get started, thanks for any help.

Thanks in advance for your help with this! I’ve searched through forums, watched YouTube videos and tried a number of example bases but still haven’t found the answer. I’ve set up an Airtable for my friend’s equestrian facility. It has the following tables: Master Schedule Riders Horses Trainers Wranglers We use the Master Schedule most often. Currently every new record concatenates rider name (pulled in from Riders) and date/time and then pulls in Horse, Trainer and Wrangler. This is fine entering each rider lesson manually, as it beats what my friend used to do, which is write down 60 items on a white board every day and then keep notes in pencil and paper in a massive binder to track lessons. But since there are about 60 lessons a day (each record is rider + date/time + horse + trainer + wrangler and most are in group lessons), we were wondering if we could set it up so that riders automatically appeared in the

Newbie here … I have a database that is relatively simple construction. I have list of names, ph numbers, addresses, and a few other fields. This list is used by a truck driver to pickup up donated items. Once they go do certain actions they need to record their time. I am looking to see how I can format the field to record the current time and lock it in. Any suggestions … open to whatever … Thanks in advance. Darlene