Base Design

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…

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 rol

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?

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.

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

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

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.

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

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.

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

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?

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

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 facilit

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

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 fu

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 r

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