Base Design

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/resumes to find suitable candidates I have a number of VERY bas

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 clutters the list) and it will

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 for the life of me can not make it apply on all rows. How d

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?

Hi, I run a start up renting high street space by the hour. We have bespoke booking system with Stripe as the payment gateway and we use Hubspot as our CRM for marketing and sales. I would like to start using Airtable for our finance and operations function, I’ve started to build the system but I lack the time and knowledge on how best to structure the database to get the most out of it and make sure I can continuously build on top of it in the future. Therefore I was hoping to find a consultant would would be keen to work on this project. I would like to approach the whole thing in stages rather than one large project, slowly adding additional elements when the need comes up. If anyone could help or recommend someone it would be great. Cheers

I have a set of data generated from a user survey. For each question I asked them, I am going to score their answer. I have no issues with this when their answer is, for example, “google.” I set up a new table, link the fields from the full set of data to the new table and then put a score of 6 in the next column from google and am all set so that everyone who said google gets a 6. But when I try to do this with more complex data, the new table cuts off most of my text. For example, one cell reads 1: Google 2: Google Scholar 3: Library Website But everything but the first line is removed. This also happens with items that are just one long paragraph. Basically anywhere I’d use a long text field type. I can get around it by manually doing a bunch of stuff in Excel but surely there is a more elegant solution? TIA for any advice! I’m new to Airtable but not to database management :slightly_smiling_face:

This is not possible to do in AirTable. It results in Circular Reference. My main table has over 200 fields so I was trying to build a “relief” sister table to take some of the fields and move them. So each table individual records would be linked. Every time I create a record in Main table with 150 fields (filled and computed fields), the sister table would have a linked record created and I would fill in some of 50 fields (some are computed). It all worked until but now I am at the end of the effort and found out I can’t do that because it creates a circular reference. From what I see, circular reference in AirTable is different from circular reference in Excel. I paid attention to make sure I don’t create the type of circular reference one would get in Excel. But with linked Tables in AirTable there is another aspect that needs to be taken into consideration, and that is the PRIMARY field of table because that Primary field can’t be computed using a Formula IF the result of the

Hello! I’m pretty new to Airtable and wondering if someone could help me. I would like to create a base that helps me track grant calendars for multiple clients at once. Ideally, I’d have an ALL tab that shows me all the grants all at once, organized by deadlines (and able to view as grid or calendar) with a column to tag clients. Then I’d like to have tabs for each individual client where the info from ALL automatically populates to the individual tabs. (For example if I had 3 clients and 2 were applying for the ABC Foundation, the main ALL tab would include the ABC Foundation with deadline, then I could also see the ABC Foundation deadline on each of the 2 clients tabs who are applying to that grant.) This might be something simple, I’m just struggling to figure it out!

Hi, I’m hoping there is a way to do this that’s just a bit above my creative thinking right now. The setup is this: I have a table of projects, with a linked field to records of individual yarns I have used in the project. I need to record the quantity I used of each of the yarns. These quantities will then feed through into a formula in my yarn records which picks up the quantity used in projects and recalculates the remaining available quantity. I’ve got this working for single-yarn projects, but I can’t see how to have multiple values associated with specific linked records. So for example if Project 1 has links to Yarn A and Yarn B records, I want to say that I used 100g of Yarn A and 50g of Yarn B. I then need to be able to lookup only the quantities used in projects of each specific yarn, in order to sum that and use the figure to calculate remaining quantity. This is my current project table structure.

Hi all. Relatively new to AirTable, but loving it so far. I have a question about sharing data between bases. We have a “parent” base with text, images, tags. We’d like to create subsets of this base as “children”. Ideally, the users of the child bases would not be able to edit the parent base. And, if the parent base data is updated, then those data updates would automatically be reflected in the children. Is that possible? Thanks in advance!