Base Design

I am an Airtable newbie but familiar with database design in general. I am struggling with a relatively simple design that would be relatively easy in SQL design. I am building a relatively basic CRM system. Accounts, Contacts, Opportunities (there are other tables but that isn’t relevant). Obviously, multiple Contacts are associated with one Account. Multiple Opportunities are associated with one Account. Each Opportunity has only one Contact owner and that Contact works for that Account. Create New Opportunity. Link the Account and the list of Accounts comes up - select one of them. Add Opportunity Owner by hitting the plus symbol and every Contact in Contacts is presented, not just the Contacts associated with the Account. I am surely doing something incorrectly. How do I get the second Linked field to be filtered by the first Linked field? Thank you for helping a newbie out.

Hey friends. I just signed up for Airtable & need a little help tying some records together using Webflow, Memberstack & Airtable. Here’s how it works: Someone signs up for my service for couples. When person A in the relationship signs up, I get person B’s email address & send them a signup link to a free membership (person A already paid). Person A fills out their personality profile in their login, and person B does the same. But I need a way to look up and link A & B in Airtable so I can tell them info about each other’s personality. What’s the best way to do that? I could ask person B for person A’s email and then look up in Airtable but I feel like that could cause problems if person A has multiple emails. I could send person B a code that they would enter when they sign up. What’s best/easiest and how do I actually do the linking in Airtable? Thanks!

I am VERY new to database design and app dev. i am attempting to build a small app for our housing applicants, that will allow them to log in with the last 4 of their SSN, and be shown what number they are on the waiting list, as they wait for their housing app to be processed. I have no idea how to do this. I do have some basic tables built, but do not know how to accomplish what I am seeking to do. Help is greatly needed and appreciated. :slightly_smiling_face: Thanks.

I simply cannot figure out how to get this view, with the tables in the sidebar - can someone please help? Many thanks!

Hi all, I’m currently trying to build a base that will allow me to segment a customer list based on they product they have purchased as well as whether they have purchased the same product multiple times within a variable timeframe. Data will be updated in the table via csv upload on a periodic basis. I am trying to figure out the best way to arrange the table structure. I have included an example base. The ‘Product ID’ field would be the one for tracking the purchase behavior. I’m happy to read up on other previous posts, but don’t really know what to even be looking for here. Thanks in advance for any help!

I am new to Airtable but am very familiar with MS Access and other relational DBs, but am having a hard time joining two tables on an ID column. I’ve gone through the tutorials provided by Airtable but still it is not making sense. Is it possible to simply create a view to include all data from two tables, by joining on the ID column that is identical in both tables?

Hey guys, made the shift over to air table from the good old days of microsoft access, but I am having troubles with an ingredient/inventory tracker I’m making. Essentially: I need a table called ‘Ingredients in Stock’ each record is an ingredient and the first field is an amount calculated from another table of order amounts, ie: when the order form is filled out for a certain ingredient, the first field in the in stock table is populated with the logged amount ordered. All good so far. No I have another side to the system where there’s recipes, with gram amounts for each ingredient and a log every time a recipe is made. Every time a recipe is made, I need the ingredient gram amounts in the recipe logged to populate another field in the in stock table to track the amount used. Then I would be making another field which subtracts amount used from amount ordered. So the question is: best way to set up each recipe? All recipes in one table, with the ingredients going across horizontally

If so, what does your base look like? Thanks!

If possible, how would Airtable be used to sort & feed records to a site’s search engine?

Good Morning everyone, I work in a nursing home and was asked to look into a program that we would be able to document Activity attendance and then create a chart/file on the individual resident with the data we received. I created a form that the staff uses to do the documentation but now I am lost with how to link each resident to the data we have. My main goal is when a staff member plugs into the form that Jane Doe in room ### played Bingo on this day and have that info go straight into Jane Doe’s file. So when the Department of Health comes to evaluate residents I can pull up individual residents and they can see all the activities that they participated in, in one file no digging and sorting to go through. Sorry if this all seems scattered and confusing. I am working through COVID 19 and trying to get my mindset in the right place and want to make sure I still do everything I can to make my co-worker’s job easier. Signed a tired healthcare worker

I have a reading log base that I’ve adapted from the ‘Book catalog’ template. I have 4 tables: Titles, Authors, Narrators, Pseudonyms. I couple of things I’m not sure how to do are: Link pseudonyms to authors/narrators without having multiple records (see Cornell Collins/Matthew Lloyd Davies in the screenshot) Log re-reads by date (like you can in Goodreads) without creating additional records for a title. At the moment I have the following fields: Date started; Date finished. I don’t want to overwrite these fields every time I re-read as one of my aims with the log is to record how many books I’ve read in a year (and re-reads count). Many thanks in advance for your help.

Hi, how can I create a sidepanel/sitebar/menu like you see on the picture?

I am scheduling weekly covid tests and there are different testing schedules. I want to automatically scheduled the next test based on their schedule. So I mark a record that a test has been taken (check box), I want a formula to check their testing status (Monday, Wednesday, Friday), and automatically create a new record with the next test date. I can do certain days out, for weekly schedules, DATEADD({Test Date}, 7, ‘DAY’) but not sure how to make it day of the week specific. I have a multiple select field that is dedicated to the days of the week they are testing, but I can change their field if there’s a field type that works better

Hey People, i`m facing a problem i cant solve :frowning: I want to calculate Taxes in my Base. Ive got a checkbox called - SOLD A base which is called - Bought from Private (BFP) A Base called - Kommission A field which hold the SALES A Field which hold the amount of the kommission A Field which hold the amount how much i paid for the article. So i want to do this: IF(SOLD, AND (BFP) -> calculate (SALES-Bought for)/11919, IF(SOLD, AND KOMMISSION -> calculate (SALES-KOMMISSION)/11919) I cant find a solution to make the formulawork … Thank you very much!!!

Just recently I, as the Owner, and other simple “viewers” cannot scroll down or sideways when using an ipad. I see others have posted here but, I don’t see a solution. Is here a work-around? For me, this seems to be a new problem. Thanks!

In one of my tables I have 400+ fields (columns) with many different views configurations. Adding new field anywhere in the current view will not automatically show up in the same order in other views (sometimes it even shows as hidden) and mostly will be added at the end as the last field in the other views. You can copy the field order from one view to another, but sometimes it doesn’t work because the views are so different and each view may have a different field order (means in order to bring a new field to front, I will need to copy another view field order and overwrite a particular view). So the only way to get new fields around is by moving them either through the table or using the Hide Field drop down menu. I just want to share another way I found. If there are 100’s of fields in a table and I several new fields to move to different locations in different views do this: Create a copy of your specific view… Then do Hide all fields and Show only: the fields you want to move t

For every column in my airtable I want to randomly move the elements in it. The elements are words and I have tried sorting and that obviously sorts and moves the whole row, which is not what I want. I want to disaffiliate the values within rows (so that the whole row doesn’t move) and randomly change their place within the column. How would i do this? Thanks! ex. A D B E C F should look like C E B F A D

How can I export a table with the ROW ID #?

I made this nested structure of linked tables: 1. Annual Goals 1.1. Quarterly Goals 1.1.1. Monthly Goals 1.1.1.1. Weekly/ Daily I expected that I could add an item to any linked table field, and the item would inherit all its up level links: For example: While in the Annual Goals table I made these entries: Annual Goal called “99 Annual Goal item”. Then (in the linked Quarterly Goal tables’ field ), I created it’s … Quarterly Goal –“99’s quarterly goal made at Annual Goals table”. Then (in the linked Monthly Goal field ), I created it’s … Monthly Goal - “99’s monthly goal made at Annual Goals table”. Then (in the linked Weekly/ Daily field ), I created it’s … Weekly/ Daily task- “99’s weekly/daily goal made at Annual Goals table” Here is the grid view- and it looks great: It’s even more (deceptively!) implied (or mis-inferred by me…) in a nested view: What am I misunderstanding here? How can I achieve what I want?: I add an item to any linked table field, and the item

It has been solved, this topic can be closed.

Each time I type date into one of the boxes and then either tab to a new box or click it any data I input is now gone. I get this message Record filtered: no longer visible on this views filter and willl be hidden when you select another record???

I have inherited a project and have been working on the API side of things but am now getting into the table structure and have a question. Structure: ’Employees’ Table. All employees in the company. Includes Email, Specialties (Link to Specialties), and Coverages (Link to Coverages). ’Specialties’ Table. All specialties provided by the company. Includes ‘Name’, and ’ Link to Employees’ ’Coverages’ Table. All coverages provided by the company. Includes ‘Name’, and ‘Link to Employees’ The idea is that I can access the Employees table via the API and get all the specialties and coverages an employee offers. In the linked Specialties column of Employees I can add Specialties just fine and the data finds it way back and forth. Delete an Employee from ‘Link to Employees’ from Specialties and it is great. The group added this Coverages table and has added all the Employees to the ‘Link to Employees’. They sit there just great. I am now trying to get them to back populate to the Employees tab

I setup one base a while back…and entered a few records in it, but didn’t keep using it. Since then, I created a new base that now has over 1300 records in it. Can I move the records from the original base into the new base? or somehow merge the bases together?

Hi Airtablelers! I’m struggling with a logic problem here and would really appreciate some insights. I have a Spaces table that lists the shelf spaces I have in a store. Each space is defined by its column number and a letter specifying its row. Each column is different so not every column has every letter. Then I have a Brands table where I need to assigns these shelf spaces to different brands. For the brands table I want to create a Linked Record or Dropdown that lists every space available. basically listing all the combinations from my Spaces table. In this example the list would be like: 1A 1C 2A 2D 3C Is this achievable at all? What’s the best way to achieve this? Thank you so much!

When I try to use the fill handle it doesn’t do anything. I have tried with text and number cells. I select the cell, get the blue outline with the white box in the bottom right corner, hover over it and get the cross hairs, then when I click and drag nothing moves but the cross hairs.