Base Design

Hello there! This is my first post ever here, so I’m excited to start contributing and hopefully get some advice! I’ve been browsing the community for similar topics but couldn’t find anything similar so far. Here’s a bit of context to begin with :slightly_smiling_face: I buy pantry items from an online store once a month. For me it can be a pain in the neck to find items I’ve already bought and liked, save items I’ll want to try and shop later, all the while making sure they’re the right price and format, and that I’m ordering them in the right quantities based on the stock I currently have at home. So I created a base to keep track of my current stock, what I bought in the past and how I liked it, the goal being to ease the decision process and spend less time browsing the store’s website and comparing items. Now in my base, I have quite a lot of tables, but the following 3 are those most relevant to my question: Products on the market: actual products I can buy from the online st

"how do I sum the values of a linked record that came from a Form submission from another table in the same Base - (in this case, its a Count from 2 separate Plant-out recordings, but I want these 2 records to add up so that the total value, 13, can be subtracted from the Nursery inventory) and is it necessary to create a Nursery (main inventory database) AND a Nursery Outflow table? I basically want recording of Planting-Outs from Nursery to Field to be super simple for my team - they should just fill out a simple form of what, when, and where they planted, and then have their response flow back to the Nursery database. Similarly, when seedlings Enter the Nursery, they can fill in a inflow form that updates the Nursery database. Any suggestions on keeping it simple when each batch of seedlings (say 50 Limes will be planted out in 5 batches, and therefore 5 recordings)?

Dear “Airtable” community, how should I interpret the maximum 1200 registrations for free accounts? If I have a database with 3 tables and none of them exceed 1200 records, is it okay? o The sum of the records in each table must not exceed 1200 records? From already thank you very much!!!

I’m creating a base for managing contacts and people and am torn between creating a table for companies and another table for People or whether to put Companies and People on the same table. Here are what I see as the advantages of putting Companies and People on the same table. The Companies and People share many of the same fields (name, address, phone, email) and so there are efficiencies to having both on the same table. You can also do links to the same table so you can show a linked “Works for” field if you want to track what people are associated with the Companies in the table. Lastly, if you have another table that needs to reference contact info from either People or Company, referencing a single table seems much cleaner than have a separate reference field for each table and then another that tries to parse each field column to figure out which value to take. When I look at other CRMs, I often see People and Companies as different tables. Can someone articulate a good ans

Hi there, excuse my ignorance! I am very new to Airtable and I am trying to set up a simple inventory system of moving hundreds of items (Props for a film) from one location to another. I have fields set up for the various locations as a checkbox. ie. “PROPS STORE 1”, “PROPS STORE 2” etc… If I move a prop from “PROPS STORE 1” to “PROPS STORE 2” - is it possible for the “PROPS STORE 1” box to automatically UN-check? Basically, I am trying to make it so that only ONE of the check boxes can be checked at any one time. So it is not possible to have an item in two places if a crew member forgets to uncheck a location box. By default the system will only allow you to choose one check box. Many thanks for any advice!

I have a table with about 1000 rows of contact leads from 35 websites, and want to somehow show which websites had no (or the least number of) leads in the last month. I’ve tried Rollup fields and Lookup fields in another table, different views and blocks and read community posts 2 days straight, but i’m not getting anywhere. I’m kind of fumbling in the dark. Hoping the community can lend a hand. The resulting view should give an overview of which websites I need to focus on to boost leads. How do i go about this? I’m happy to put in the reading time and work if you can post a link with an explanation or such. /Vibus

Hi, I am trying to have a row added every week automatically, and then when the field End of testing hits today - 1 day it would send an email notification.

I have a base with columns (fields) in a given order horizontally across the page. I want to move some of these columns so that the are in a different order across the page. How do I do that?

Small bug in the user interface: Can’t sort the list of workspaces in the left column (the list is under “Find Base and Workpace” field on the left). I try to drag up and down workspaces (dragging the name) but it refuses to stay where I drag it. The list is not alphabetical but I want to sort it in my own order. The 6 dots ::: show and allows dragging but the order goes back to previous order or the order becomes completely mixed up. The issue is same online (Chrome) as it is in the app (MacOS)

Can’t copy the setup of the SUMMARY bar (or whatever it’s called) across views. I have a few views in my base. On the bottom there are totals (or sum, max, is-empty etc counters). I want to copy the confirmation between views. Is there a check box I mised? I don’t want recreate views and they are all different. But the bottom totals are configured in the same way across the views.

I’m planning on creating a newsletter with different categories and I’m looking for advice on how to allow users to: customize newsletter by selecting what categories they would like to receive first customize newsletter by selecting the order of categories they would like to receive them I have 14 categories and I want to connect this database with Mailchimp to automatically send the content to subscribers weekly. Is this something I can do with Airtable and Mailchimp?

Hi All, I am trying to build out an automated(ish) roadmap and resource planning base that will schedule features based on sprint start/end dates and resource availability. I used this base as a starting point: Resource Planning - Airtable Universe Linkk to a testing base with my setup: Airtable - Testing This google sheet is the auto-scheduling functionality that I am trying to mimic. The sheet takes in to account available headcount and automatically schedules dates based on availability. I’d like to accomplish something similar in airtable , but using the sprint table start and end date data to drive roadmap dates and assign features to the team based on availability. Roadmap Planning Example - Google Sheets T The problem that I have are as follows. Automatically scheduling features based on resource availability. For example, if I’ve planned for Feature A thru E below, and need to plan for the next 5, how could I make Airtable do some based on availability. Showing overlap in

guys, why did the empty post appear?

How to clone a base along with its blocks and everything ?

Hello all, I’ve been fiddling with the Inventory Tracking template to see if Airtable will serve our needs and could use a little guidance. We distribute food to a number of food pantries and keep a monthly inventory for all of them, tracking what is transferred into and what is transferred out/distributed from each inventory, along with the current inventory levels. Hopefully that makes a glimmer of sense. Is there a way to accomplish this without setting up a separate base for each pantry and entering in purchase/sales orders into each one? Many thanks!

I have a question for a base design to track locks and keys. I have a table for locks, a table for keys and a junction table for locks_keys. In the junction table, the locks column can have many locks that can be opened by a single key. I have a composite primary field concatenated with the lock and key values as the primary key. Issue is that the primary key is really long on some records where 1 key can open 5 locks. Would creating a surrogate locks_keys_autonumber primary field work in place of using the natural keys?

I am trying to create a formula for renovation of flipping houses. My scenario is this: I have a purchase price. I also have 8% commissions coming out of total sale. I want to be able to input value x (possible total sale price) - 8% then - again the purchase price which would give me a field with a possible renovation budget. So it would look something like {(enter any number value x) - 8%)} - purchase price = new value

I have encountered an contradictory issue wherein two schemas which are topologically identical are treated differently; one works fine and the other throws a circular reference error. I have distilled the issue into a very simple example base. Here’s a link: Airtable Airtable: Organize anything you can imagine Airtable works like a spreadsheet but gives you the power of a database to organize anything. Sign up for free. Table 1 contains a record which is linked to another record contained in Table 2. The record’s name is a function of a value looked up in the linked record. Everything is copacetic. However, if I attempt to synthesize the records into a single table, AirTable gets hung up on a circular reference. My questions are: Why are these two schemas fundamentally different from each other? What are my options for getting around this circular reference? I want to keep both records in the same table, and I need the

Hi - Has anyone created a base to track applicant diversity or created a base for OFCCP auditing? If not, any suggestions for modifying an existing base? I’m looking to track the applicant diversity mix for various jobs, the diversity mix of those we hire, then layer that against our overall employee diversity percentages. This would be a year-by-year comparison, so I’m thinking will need to involve several tables. thanks!

Hello all, I am new to airtable but I feel like it has a lot of potential in order to manage my employees. What I want to achieve is fairly simple: I want a list of all my employees (easy to do) I want a list of all my worksites (easy to do) a) I want to assign my employees to certain worksites and then be able to see on a calendar which employees is available for an upcoming project. b) I want to be able to filter that calendar by employee and / or by worksites For example, Daniel is working on project 1 in September and December Roger is working on project 1 only in September but on project 2 in November and December I have an upcoming project in November and want to see which employees are free in October What would be the best way to go about successfully implementing step 3 in airtable? I found a couple of templates but they seem to be too complex for what I’m trying to accomplish. Kevin

I have seen several closed posts on this question, with no workable solution, so I’m going to post a similar question, with detail: I have created a scheduler template for our company’s research projects - it is very complex, lots of formulas, rollups, counts, etc. It also has a wide array of views and blocks for different internal users. It took many, many hours to perfect and test. Now I need to reuse it for each of our projects - specifically, I need to add the 4 tables that make up this base to other existing bases. I am forced to do this because I can’t reference one base from another, so we are making a single huge base for each client - one that holds a ton of tables, so that we can reference data across those tables. The only solutions I have seen either involve exporting/importing a csv, or doing a cut and paste. Unfortunately, both of those kluges only move the values, but lose all the formulas, rollups, etc., which are the important (and time-consuming) part. Users have

I have a weird issue I’m not sure how to solve. I can’t seem to wrap my head around it. I have a base with three separate tabs. The first tab is for all project information, the second tab is for “due diligence” tasks, and the third tab is for billing. I’m using Zapier and linked fields to try to do the following: When a new project is created, I want to trigger the creation of a list of tasks in the due diligence tab, and then a list of billing breakdowns in the billing tab. The list of tasks and billing breakdowns is the same for each project. I’ve set it up in Zapier and I’m running into a problem. I’ve tried it two different ways. When the new record is created, I update the record so the linked field in the project tab is populated with all of the tasks. When I do this for more than one record though, it doesn’t create new records on the linked task, but instead keeps the same records, just linked to more than one project. I have it set up to group by project and then by task cat

Hi, I’m trying to move my Amazon FBA inventory tracking system from Google Sheets to Airtable. In the Sheets version, I have a sheet called SKU List (with SKU, supplier info, target inventory amount, etc). On a regular basis (let’s say daily), I download an inventory report from Amazon that tells me (in a text/CSV file) how much inventory I currently have for each SKU. I simply paste this file into another sheet called Amazon Report. Then, I use an Index/Match formula on the SKU List sheet to look up the current inventory of each SKU from the Amazon Report sheet (the SKU is the unique identifier/link between the two). If that SKU does not exist in the pasted-in Amazon Report, the inventory is shown as 0. This updated inventory count then drives the rest of the restocking process, which all happens within Sheets. Here’s my question - how do I set up the CSV paste-in and associated lookup of inventory in Airtable? I would think this would be simple but I haven’t yet figured it out. If I

Is there somehow I can organize my ‘shared bases’ on the frontpage? Right now they are in long row, and I can’t move them into workspaces. A cool solution would be to create ‘workspaces’ within my pile of shared bases. Can I do this somehow? Br Henriette

I do a weekly radio show. I have the name of each show for the week under Episodes, and the individual segments. I also have a table with a list of segments I’m working on. I would simply like to be able to click “done” or put in a date in the segment list and have it automatically update to the correct episode. Any ideas for how to do that?