Base Design

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:

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!

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

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!

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

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!

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.

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

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

I’ve been asked to include a custom booking platform for a business in their website. It will need to be somewhat similar to MindBody / Instabook / Pushpress. After a lot of research I think Airtable might be the best place to start with the “back end”. Here’s some extra info on the requirements for the website. Allow users to create an account and log in Users purchase various different credit passes - ie. 15 credit pass, 10 credit pass, 5 credit pass, single credit etc. Then add these “credits” to user account When user books into a class it will need to deduct a credit from their account There are two major sides to the business - adult fitness classes and children’s dance classes. The Children’s dance classes are booked as courses of 12 credits for example, whereas adult classes are booked one at a time The website will also sell fitness equipment, so would need to communicate with Airtable here too re stock levels, pricing etc So my question is, could Airtable do this? I’ve been

Hi, I would like to achieve one template with tasks that is applied for all projects,so when a task is changed, added, deleted, renamed, reordered - the same thing should happen with the task inside a project. The only thing different per each project is the status, the money, the time etc etc. In this short video you’ll get better what I want to achieve: Thanks very much in advance! I wasted so much time today trying to use synced data and I couldn’t figure out how to do this. Help is much appreciated!

I am using a gallery view to develop a catalog of plants. There is the photo, the scientific name of the plant and then the common name. The scientific name is often long, it needs to be fully visible. Currently, many of the plant names are cut off in such a way that they don’t make sense. Is there a way to either widen the gallery view or make the title wrap?

Hi, I’m quite new to formulas and I am having a little trouble getting a DATEADD formula to work I am setting up some formulas for a Page Design invoice and need: ‘Today’s Date’ ‘Due Date’ 14 days from ‘Today’s Date’. My formula for ‘Todays’ Date’ is: DATETIME_FORMAT(SET_TIMEZONE(TODAY(),‘Perth’),‘DD/MM/YYYY’) My formula for ‘Due Date’ is: DATETIME_FORMAT(DATEADD({Today’s Date},14,‘days’),‘DD/MM/YYYY’) What appears to happen is that DATEADD is adding 14 to the ‘days’ portion of a date (MM/DD/YYYY), but isn’t taking into account the requested DD/MM/YYYY structure until after it has done the adding. The result as above. Any help would be great! Thank you.

Hi friends, Is it possible to customise the share view of my table that is linked on my website? There are some features in the main table that I would like available on the shared view, especially linking between records. In the ‘back end,’ these connections create hyperlinks to other records, eg: Which means I can immediately go to a relevant record. But in the ‘front end’ (the table on my website) these are not live links, eg

The image shows the setup I use in Google Sheets to list the tags, titles, and descriptions of my listing for my Etsy store. I add new listing going across the sheet. Column N shows the number of characters and spaces in column M and the the next listing would be O/P, etc… Can this be set up in Airtable as it is in Google Sheets? Thanks

Hi There I’ve put together this based on someone elses inventory template. I’m wondering how would I get the stock item not to display on form in the bookings when I want to take it offline? Any suggestions https://airtable.com/shrIz6FzkeZwvuEfi

Hello all, Hoping you can help as I’ve wasted far too much time trying to figure out how to do this! I’ve built a base for SEO Content Management. I have a table for Existing Content and a table for Keywords. I want to pull through the associated keywords (of which there may be many) to the Existing Content - page (for which there should be one url). I can’t seem to construct a link and lookup that allows me to find the keywords from the Keywords table - based on the url - and return these to the Existing Content table. I just return the url…or nothing at all. Where am I going wrong? To note, on the Keyword table the record name is the keyword and the url is a column included in the table. On the Existing Content table I’ve created a name using a formula to combine the content type and page title (not url), again url is a column included in the table and I have a keyword column I wish to populate from the Keyword table. Any help you can provide would be very much appreciated! Thanks Ke

Hi all, I am looking to set up a base whereby I can record someone’s career history, like that on their CV or Linkedin. Does anybody know what the best way would be to record this? Or if there is a tool that will scrape this information from linkedin and pull it into a table?

Hello. We need an urgent help. We got an Android App, using Airtable. Our app has registration system with Google. We made a base in airtable, called “Users” and each registered user inside application means 1 record in users base ( aka profile ). It shows basic info about each user, like name and email. Yesterday we reached 1119 records (users), and had to upgrade to Plus or Pro plan to increase our record… because you know max records per base are 1200 in free plan. Shortly after we upgraded to Pro Plan, nobody could register inside our app. Everyone was stuck at Loading… We found out that airtable was not giving more data, then 1119 records (because if we remove like 100 or more records from the current ones, we get access in the app. Just this base stops giving any data at this particular record. Now we have 50 000 for Pro Plan and we are stuck at 1119 records, each new minute losing many new users and revenue. We contacted support twice today, still no response. Can anyone te

Is there a way to know the base size? This would help to know to see if the base is near capacity? At same time, is there a dashboard of sort to see how many records a base has?

Hi I posted this in show and tell. Not sure where to put this. Hello, I am new to the community. I am trying to setup a database for our acquisition company. I have leads that own multiple products and need to be able to sum up all the products in one place. This works perfectly with grouping. However, my issue is assigning a caller to these leads. I want to link all the lead records with the same names to each other and my caller have a summary of all the products, values and one lead contact field. With grouping I can assign a collaborator but they have to be assigned to each one and it breaks the summary. Can anyone tell me how to complete this correctly? I was hoping another table named leads where it listed the owners once and rolled up the values of all the associated records to that owner.

I have a table of about 8 fields. It’s a base of items on a server, with associated fields, like name, date, tags, text, date submitted, etc. At this point, I just want to look up within one table. I want to create a view where the user can enter data for these fields and the view will return records that match those entries. Is this possible?

I’m probably missing something obvious but I wanted to experiment with the button field but it isn’t an option when I create a new field. Any ideas, Lee

Hi friends, I have been so stuck with the set-up of our airtable structure I’ve been losing sleep over it… Here is what I’m trying to do. Any help would be so appreciated! I have a complete list of contacts - most of these are business partners, who are also directors and/or officers of our group of about 15 companies as well as investors in even more of those companies. My Contacts table has pretty much everything about each of these people, and this table is linked to our Companies table which includes a lot of other things like incorporation dates, Auditors, Reg & Records Office, Directors and Officers (linked from the Contacts table). My issue is this…because I have the same person being an officer and/or director of many companies and they are appointed on different dates, (which need to show up in the Companies table), what is the best way to incorporate that information? Should I create a field FOR EACH COMPANY’S POSITION in my Contacts and another field for the date of a

Hi - I have a table set up like this: Contractors (details of people) Jobs (individual jobs) Each contractor will have new jobs assigned to them. I would like to know if a job has been assigned more than 5 days ago. What is the best way to do that? The idea here is that each job has notes on it and if i can see when the job was assigned then I can see if there has been no action taken on it yet and send a reminder. The complexity is that each job could have more than one contractor assigned so I need to know specifically that contractor B has taken no action even though contractors A and C have been making notes. Thanks!