Base Design

I have a main board that links to a task page which lays out all my tasks. When a task is marked as completed i would love for that field on the main board to demonstrate this. either through a color change or a strike through. I can make the color change within the task page but the change is not demonstrated on the main board. In the below image - some of these tasks are completed and some not so there is no way to tell the priority !

Question: I have a customer CRM base, and a Contacts table for all contacts. There are a handful of forms I’m using (hubspot, google forms, FB ads, etc) to collect new leads/contacts. Do you find it better/cleaner/more useful to Zapier that data directly into Contacts, or to use another table to collect form responses and link relevant data back to contacts? A separate table feels cleaner, but I’m learning more and more to reduce tabes and use views. Thoughts + reasonings? Thx in advance all! Damon

Is there a way to clear default columns in new tables? I always delete the notes, attachments, and status columns, which is tedious. I just want a truly blank slate.

I’m curious if anyone has any base template they might recommend for a use case I have coming up: I’m going to be opening an office, and I’m looking to track key objectives and goals along the next year+ leading up to that. Everything from rolling out new business processes, hiring new people, buying tons of equipment, negotiating a lease, etc etc etc. This is something I previously did by the seat of my pants, so I’d like to move past that but I’m curious if there’s a base template that would fit well to start.

Hello, I have a store with lots of items, at the moment we try to make airtable as our only system. in the store lots of items and when a customer buy from us he can have 3 shampoos and 4 hair mask then add 3 brushes and 6 pens… I can’t find a way to make it easy to multiply the items … any suggestions or templates I can learn from?

Any recommendations for building replicating this trust ledger? The issue I’m running into is fitting all of this into one, nice clean view in Airtable. There are 3 tables: Transaction File# (PK) Property Address Seller Buyer Contract Date Proposed Closing Extended Closing Official Close Ledger LedgerID (PK) Date Amount Description CK# Balance at Title Co Agent Name

Hi! I’m not sure how to go about this and any solution is welcome—I receive through webhooks a field that contains an array separated by commas. These need to be made into records themselves. Depending on the data received, there can be one or 20 values in the array. Any suggestion on how I can do this? I’m assuming this needs some sort of script, I’m happy as well to be led on what to read so I can learn more on how to do this. Thanks!

Is there a way to view data in a Kanban view by date, so that it looks more like a calendar of due tasks. The Calendar view is too limited in that it just shows one line and you have to click on each record to see more. As we do not depend on “time”, only dates I would like to have a calendar view with all jobs on a card under the due date etc. Hope this makes sense. It doesn’t seem to allow me to choose the date field. Thank you

Hi! I have 3 tables: Players, Teams and Clubs. Each Club can have up to two Teams. Each Player can sign up to one Club and one Team of that Club. In Players table I linked Clubs table and would like to have a team field, but limiting the option to the teams of the selected club. I tried to use Lookup, but the result wasn’t the desired. Any help?

Hey all wonderful AT peeps! Quick question. I have to track updates, changes, and versioning to name a few things of assets. I’d like to have a history that tracks the changes to each asset. I was thinking I could just use the existing “Asset Tracker” table I created, and just use the updated by and date fields, but that wouldn’t necessarily show the true update version, etc history that I want to be able to run reports, or even other team members to just view. Would I create a separate table “Asset History”, or something like that, that would link to the “Asset Tracker” table? Just curious. Sort of like a drop-down of all the history for each Asset. Does that make sense?

Hello, this is with regards to embedding a base on my Webflow website. I’m wondering if it is possible to display my airtable with a map vertically (on top of each other) rather than horizontally (side by side)? This way the map is in full view and so is the table, rather than squeezed into the width of the screen. Such as in the drawing here Thanks in advance.

Hello, I would like to know if I can create a base like this in Airtable? I tried to make something like this several times but it didn’t come out exactly like what I want ; - ;

Hi all, I’m new to Airtable and was hoping to get some advice on how to set up the base properly especially so it is scalable for numerous clients. I am designing an ordering system where the client submits their orders via forms and can view their order details via read-only grid views. Currently, I have client specific forms and views which I have duplicated for each of the clients (currently 2 test clients). The forms use the ‘Limit record selection to a view’ feature so clients can only select what is specific to them. Since my system is a work in progress, I am constantly updating the forms and views with any changes and then have to replicate that change for each client. I can kind of manage it now since it’s just two clients, but I can imagine with 5 or more clients, a small change to a view or form would take a fair bit of time to propagate across and is error prone. I’m not in a position to pay for the Stacker plan that has the portal feat

I am trying to prefill a form field from a long text field with rich text enabled. The rich text does not carry through to the form and is rendered as plain text. I have check boxes in the text that I would like to carry through to the form - is this possible? Help hugely appreciated!

Hello! I’m new here, excited about all possibilities in this platform. My punctual question is related to a new system to store affiliates and give them the possibilities from a form, they post updates to the system. Which template would you recommend me? I thought about the Alumni Directory. Thank you so much for help.

I have no idea. How to use Unique Formula like in Excel. I want the sum of quantity of the second field to be appear in the new table automatically everytime i add more product. As in the Photo, i want to see the AK055 = 30 pcs Please help me find the way

I’m having trouble setting up a table because I need it to display a very specific way and I’m not entirely sure if it’s possible. One of my fields is going to have multiple entries and I need to group data based on each individual entry that is applied to that record, not the grouping. Ex: Record 1 applies to cats, dogs and birds. Record 2 applies to dogs, fish and cats. I need to be able to group by “Dogs” and see which records apply to dogs (I need this to display as rows under the heading of “Dogs”). However when you try to group by this field it doesn’t group by individual entry. I’m having trouble figuring out how to succinctly and accurately describe this problem via text. If anyone is willing to connect I’m happy to share more information. I’ve attached a photo that summarizes how I need the data to appear.

Hi everyone! I’m relatively new to Airtable, and wanted to get your advice on my base design (and if it’s even possible). Context: I am running a selection process that involves a written application stage with a pool of 11 different assessors; and then an interview stage with a pool of 14 different people. People applied using another applicant tracking system, but I can export that as a CSV for Airtable. I have already done this just to test it out, in what I’ll call Base 1. What I’m looking to do: Each applicant will have had 2-4 written and numerical reviews, what is the best way to upload these assessments? Would it be within Base 1, but a different table? How would I link these comments to the applicant’s record? I would like to be able to do this so that we are sharing someone’s application and the assessor’s notes with the interview panel; and so that we can calibrate across different people’s assessm

Hi, I have a base with two tables/tabs. Table 1 with contacts incl. email addresses. Table 2 with email addresses. I would like to compare and if possible mark the record in table 1 when the two email addresses match. I’ve created both link and lookup fields but can’t make it work. Link fields are not filled out with data from table 2. Any ideas how to compare fields in two tables? Take care, Anders

Hi there, I am looking to automatically link a record from one table based on another cell’s linked data in a join table. My setup is made for event management (contacts, events, organizations). In the events table, I want to link both contacts and organizations. One organization can have many contacts of course. As I add a new event, I link it to many organizations. Can I make it so that the leads are automatically added & linked to that event? Does this require automation or am I missing something? My goal is to create a list of contacts with email addresses for a specific event so I can send a reminder email. I want to generate a list of contacts with one email address per line to send better emails by merging first names. Thanks!

Hi, hope you are doing well, I’m quite a beginer on airtable, so my question could be a newbi one… I will try to make an accurate and precise request please have a look to the reproductible example here : Airtable

AIrtable traduit automatiquement en français le descriptif du nom, colonne A. Exemple: je tape bachelor et c’est licence qui apparaît dans la colonne A. Comment puis-je interdire au logiciel de traduire automatiquement, SVP? Merci

dear all, we would like to create an email with Gif attachment that plays automatically when you open the mail how can I do it ? I tried via GIPHY website & embed code, but didnt work :frowning: I do not have any super deep computer knowledge, so please answer like you would explain it to a complete noob thank you for your help :slightly_smiling_face:

I’m looking to leapfrog some work by seeing if anyone has an existing base of all Countries that I could duplicate. Ideally some additional properties would be: Region, Image, short description of the country - anything else (population statistics, governing country, language spoken, etc) would be gravy. Let me know if someone has this base already made up that would be willing to share, thank you!

Hi all! We’ve been racking our brain as to best set up our base, but we could definitely use your help! Here’s the thing: as a copywriting agency, we’re producing content for many different clients. And each client has their own tab with their own product planning. Some have say - thirty blogs per week. Others have incidental assignments. In our main/ starter/ first tab, we’re trying to create an overview of grouped tasks (eg. ‘Blogs week 17’), since mentioning each project would simply be a mess. And we would like to be able to link ‘Blog week 17’ with the corresponding tab of the client, were we can then specify which blogs these are (topics, who writes, etc). So, we have a ‘secondary’ tab per client. But now we’re looking for a simple way to link our main tab to these specific titles without having a ‘linked field’ for each client in the first tab: this would mean a very - very wide view for each record, while only one link would be relevant. To clarify: our