Base Design

I read post " Airtable Backup & Recovery Strategies: Simply, a Nightmare" Sobering. I come from a background in Oracle and MS Access. I loved the tools to visualize relationships and miss them in Airtable. However, We have fairly simple contact database that is rapidly getting more complex and need to establish a better backup strategy (not just occasional downloads to Excel). Would appreciate comments on following proposed process. setup a separate “backup” account or workspace setup zapier automation to backup to something (Excel, Sheets, “UNLY”, whatever) Setup restore process to recover from that backup set Create a “test suite” of fundamental operations (such as extracts to mailchimp) Run backup Test recover process to the “backup” workspace Run “test suite” and examine results If

Is there a way to have a last modified date for when a button is clicked. I want the button clicking to trigger an automation and record the date the button was selected.

Hello community! I’m starting to use Airtable, I still don’t know much about the tool and I would like to know if anyone knows if there is a template to make a quarterly plan to set my startup goals. What I need to do is set my quarterly goals, organize them by months, weeks and finally have a task list for each day I don’t speak much english, so I apologize in advance Thank you very much for the collaboration

I’m not quite sure how to word what I want to do in abstract terms, so I’ve described my set up below. Any help would be so appreciated! I’m using Airtable to track my English dissertation research and I have the following tables: primary titles, secondary titles, authors, topics, and people. The primary and secondary are separated because I need different info for each category of source, but I’m using linked records to keep track of how the primary and secondary titles relate (eg Macbeth and a scholarly article about Macbeth). Both tables link to the authors table where I can see everything an author has written and track topics that author deals with, which then goes to the topics table. So, what I want to do is create a “people” table where I can aggregate information from many of these tables and combine it with new info. I have a list of historical figures whom I need to keep track of, so I’d like to create a link between that list and any secondary titles about

I have tables that use keys generated by data in the rows, this used to work flawlessly, now I get errors in those columns until I refresh, earlier in the day it didn’t work at all? And why is it impossible to contact anyone now??? Even your docs point to a “Contact Us” link in the menu that is no longer there. The support USED to be awesome, now the menu and info lead you in circles and you never really find a way to contact anyone directly, I am very disappointed in what this company is becoming, I USED to be impressed, not so much anymore.

Hi there. I’ve been using Airtable for a few years now and never had issues copying and pasting data into a base. In this case, I’m copying and pasting data from one base to another and matching the fields. Moreover, I’m pasting into a view in the base that has 3-4 filters set on it to hide extraneous content (update: this seems to be what’s causing the issue). However, today, Airtable stopped accepting the pasted data. Instead, the notification box at the bottom never completes and just reads “pasting…” forever. Has anyone had this problem? Or faced this bug? Are Airtable devs aware of this?

My client needs an embedable form to collect information and documents for clients by several options eg area qualification, postcode etc Quick question, can airtable help manage that feature so that we can have access to this data and search for candidates by location, qualification and other etc It’s for a hiring process.

Hi, I’m looking to build a tasks manager base. We publish book and there are about a 100 tasks to do between 4 different employees to get to the final product. I use Asana, but we want to put everything in AirTable, which is great. I like the Project Tracker in the First Base section, but I am looking for something more tasks oriented if you have any design ideas to share with me. Thank you

Hello. Very very new to airtable, so need a bit of help getting set up. We’re creating a database. We have a member database with an email field called “I was referred by” to track who is referring who. How can we create a count so that we can see a referral leaderboard? I’ve been playing with linked fields but getting confused. Thanks for your help!

I like the gallery view, but there is one thing that can be enhanced I think. If you have some “portrait” images - i.e. the height of the picture is bigger than the width - there is an option to crop the images, so there is only a portion visible. I have the impression that this portion is “centered”, so that the upper part and the lower part is not shown. Wouldn’t it be great to have an option on the crop parameter, giving the options : top, center, bottom ? So you can choose which part of the image you want to show…That would be great !!!

Hi Community, I’m super new to Airtable but enjoying working it out! I’m looking to build a simple CRM for managing customer data and within it I would like to include a hour counter for billing purposes. Ideally, we’d have the contractors entering in their hours into a form, including the ticket number, and then this would flow into a column on airtable. Is this doable? Thank you in advance

This new workflow for creating fields is a pain in the a@*…anyone else taking issue with this?.. Before, we just right clicked and could either rename the field or customize…this change is requiring double the work…and it’s even worse when copying fields like lookups and then customizing them…I’m game for improvements, but this is making more work for everyone.

I want to show only the images in the field called “team logos”, not show a default large picture in the card…or, alternatively, show the 2 images as the default card images, but not just one What do I need to do?

I have one base with over 30 tables and would like to find a way to create an overview of all of them - optimally with an option to go to a particular table by a click. Right now I always need to scroll the bar with all tables which is not very effective. Any ideas? Thank you in advance for your help!

H all, I have been using Airtable as a To Do list manager as well as a CRM of sorts. I would like to speak with an expert airtable consultant who can review my Airtable along with my needs to see what else I can be doing to maximize the effectiveness of this tool.

Hello, I work for a food pantry and we are looking to create a dynamic order form for our food items that change throughout the day, such as produce, bread, prepared food, and miscellaneous items. We don’t need to track the number of items, just whether or not we have them and can offer them. Ideally, there would be a form with checkboxes that the intake person can use to take the order and it would be organized by food type and printable on a single page. As items come and go we can show or hide them on the form. Any thoughts on whether AirTable is a good tool for this? I’m also open to getting some contract help with this! Thanks!

Is there a way to sync my google sheet to airtable so any change I make in my google sheet is reflected in airtable. I have very basic data - no graphs etc. Thanks

I am looking for a way to easily visualize data for multiple groups within my base. so essentially my base looks like this: where users are grouped by their phone number. I would like to be able to create a simple chart that looks at pain score X Days since procedure. is there anyway to do this? perhaps another connected service? I have looked at the Chart App but that operates on the entire base and so would quickly become unwieldy. thanks!

Hello Please help me to understand how to do thing that can be easy done in Excel. I have 3 tables: 1st is the list of customers and their orders. For example с1 ordered 1 pc. of g1 and 2 pc. of g1: 2nd is the list of gs (g1-g3). For example g1consists of 0.5 pc. of part1, 1,7 part2, 23.4 part3… In the 3rd table i want to have list of clients and sum of parts that they ordered:

Hi there, Firstly many thanks in advance for taking the time to read my post :slightly_smiling_face: I run my own (very small) recruitment agency business and I’m looking to find out how to get started on navigating airtable as a solution. At the moment I am using a number of different applications from disparate sources and it would be fantastic if I could start integrating everything in Airtable instead! My current “Application Eco-System” looks like this… I use Dropbox for storing all of my files in a kind of “data lake” so to speak I use Zoho CRM for the sales pipeline and contact management side of my business (the key benefit being I can set reminders for myself to contact people at certain times and it syncs with my outlook email account) I use zoho Recruit to manage my cv’s and schedule interviews for candidates (The key benefit this offers me is the ability to boolean search the text within 10-20’000 or so cv’s/re

Trying to sort out how this can be done without creating a LOT of columns. I have a list of trainings for employees, many of which may be duplicates other than the date as the same employee may take the same training many times over the years (IE I take first aid every 2 years). The unique record ID is “Employee - Training Name - Date” which is a formula concatenating other fields. What I want to do is group by the employee and then filter for any trainings that are expired (formula is created to determine if the date is past due IE first aid is good for 2 years, the training I took in 2014, 2016, and 2018 are all expired but the one from 2020 is not). The point of this is to generate a list to distribute to the team to show what employees are behind on training. The kicker here is when I group by employee and then filter to exclude “current” training and just show expired, it is going to show that I have expired training from 2014, 2016, and 2018 (which

I love how Salesforce allows you to hit a button to “convert” a lead into an opportunity (or something like that). I have thousands of prospective students subscribed to my newsletter. I want to add those to Airtable in it’s own table. I have another table for prospective students and enrolled students. After someone on the newsletter decided to fill out a school application they become a prospective student. I would love a seamless way to move a record from one table to the other. Copy/paste feels a bit clunky and error prone. Any other suggestions?

I want to sum a field with several records {Total days off}, by group {Month/year} and {Name}. I have accomplished this by grouping by {Name} and {Month/year} the result shows in the group bar. I want to use the results of this in another formula calculation, in a different table. Can I use the values from the grouping or exist a formula such as Sumifs on Airtable? Thanks!

Hello! I am stuck on an issue and would love some help. I’ve been sitting with this for a day now and it is driving me crazy. I managed to get one record (the first) to update, so I know it is possible. Any help is much appreciated. What I have: An app to find dog-friendly places. I enter them manually into Airtable with their address and name. What I need: Ideally, I would love to have an automation that goes in and fills in the extra information, especially Rating, Price, Place ID and an Image and regularly update as this will then feed into my Bubble app. So it updates a record I have if the field I need is empty or does not match the one being pulled in from Google. Questions: How can I make sure there is a link of the address or place used in Airtable to the search for places on Google map (this is the only one that shows me the ratings, price etc. options) I have managed to update the first record/row with this info but

I want to show only the images in the field called “team logos”, not show a default large picture in the card…or, alternatively, show the 2 images as the default card images, but not just one What do I need to do?