Base Design

First time poster. Airtable sound and seems like a great tool, however I find it a bit complicate to navigate and create jobs/task/relations… in it. After spending some time to play around with already made templates (and trying to understand the complexity of all the links and relations), going and reading help/support pages I’ve ended up here. So, before I comit my time with Airtable, I would like someone to point me the right direction and just simply to tell me “No, it cannot be done with Airtable”. I need to create a “Planning a task/job”. Its text-based list, where you might have 10 or 100 individual steps (sentences) where you select only the ones you need for said task. Then you select/pick required tools, safety equipment… Once you select them all (in a correct order) you can create a printable list. Another option I can think of is to use a Kanban View, where you drag and drop all “Steps”, “Tools”, “PPE”… from a General list to individual “categories”. Once completed, the use

We are mentoring a program of teams and wanted to take notes after the meetings with each teams just to track progress and such. Right now, I have a CRM setup using a separate notes table and linking the notes records. This is helpful for tracking when notes are taken, but the biggest problem is that when someone wants to open up the record for the meeting, they can’t easily visualize all the previous notes (since they just appear as linked records vs actual text). So even though you can take notes in a clean way, you can’t visualize them quickly and easily. Any recommendations on ways to set this up?

How can I keep my numbers field from rounding? This seems somewhat simple, but I’ve searched and found nothing. I’m in publishing and trying to add page counts. My numbers field keeps updating 1.75 to 1.8 and I don’t know why. Even if I fix the decimal view, it will do 1.8 or 1.80 or 1.800 - not 1.75. I have done it with simple text but then I lose my sum feature. Any help is appreciated!

I’m looking for some help in how to set this up properly. My main table has the 1st column that is an App. Table 1: App1 App2 App3 I’d like to to have another table where the main 1st column is directly linked and the same as on Table 1. App1 App2 App3 without just copying and pasting them over. I have another Table that is “Company” that has all the data on the company that created the App1 which is simple to link via relational because the column 1.

I’ve got a situation where a group of three tables all link to each other. [Workers} links to {Companies} and {Workers/Site Visit} {Companies} links to [Workers} and {Workers/Site Visit} {Workers/Site Visit} links to [Workers} and {Companies} When our agent goes to a job site, she fills out a Workers/Site Visit which lists each worker she encountered on the jobsite and which company each worker was working for. Let’s say Diane went to the jobsite and met John, who was working for Pink Lightning Construction. She also met Barbara and Francine who were working for Bedrock Concrete. All of this would be reflected in Workers/Site Visit. The thing that I would like to happen is for the indirectly linking of Juan to John Lightning and Barbara and Francine to Bedrock would trigger a direct link to these companies in their respective records. I could do a rollup field in {Workers}, as you can see in the photos, but that doesn’t resolve my problem satisfactorally. Does there exist some mechan

Hello Everyone, I could use some help. Ideally I would like to create a form that can easily be emailed. I have Client orders in one table, each order is linked to a customer and the products they will be shipped. On the Product table there is a Retail price and product description. I am trying to get the specific products for a customers order, price and descriptions in a long text form that can be easily copied. Thanks in advance, BH

I need to keep two tables separate because of an integration with another app, but want to create a master list of all the items across both. Any idea how I can get this to happen automatically? Thanks for your help!

View the latest field Hi, I’m totally new to Airtable and so far I’ve been fascinated by it. :smiling_face_with_sunglasses: I started doing is something that allows me to keep the daily balance of different accounts, see image, So I capture daily transactions and therefore the actual balance is the last recorded . How can you make a query or a summary, which brings me only the data of the most recent registration of the different accounts? Thank you very much for your help

I am trying to use XML to get and update information from my Airtable. I am doing the following for POST to update a value but I keep getting error 422. I am doing a very similar process for GET and it works, but not for POST. function httpPost(BaseID,tablename, APIKey){ var xmlHttp = new XMLHttpRequest(); var url = "https://api.airtable.com/v0/" + BaseID + "/" + tablename +"/"; var propValue = { "id": "recIYykIMqJGcvNNi", "fields": { "Variables": "Test 1", "Value": "136" } } xmlHttp.open('POST', url, false); xmlHttp.setRequestHeader('Content-type','application/json'); xmlHttp.setRequestHeader('Authorization',"Bearer " + APIKey); xmlHttp.onreadystatechange = function() { if(xmlHttp.readyState == 4 && xmlHttp.status == 200) { console.log(xmlHttp.responseText); } console.log(xmlHttp.status) }; xmlHttp.send(JSON.stringify(propValue)); }

I have a table which is an inventory of all of our computers in the company, with several piece of information (RAM, etc.), with the computer name being the primary field. I have a second table which is a data export of all DEVICES that have our software installed on them and what the software version is, including work computers and employee computers. I’d like to create a field in the first table, that’ll grab the software version from the second table. When I try to use linked fields, it populates the first table with all of the devices from the second table, though. Is there a way to only list the devices in the first?

I have tables set up with Autonumber as the primary key. It’s basically my version of a CRM. I have the Contacts linked to the Company records, but it displays the AutoNum instead of the Contact name. Is there a way to choose what displays when you link records? I saw a previous topic that the recommendation was to have the AutoNum NOT be the primary key. Since there can be a number of Joe Smiths or JaneMillers in a given set of names (examples only), I’d prefer to keep the autonum to get a unique key. It would definitely be helpful to see ‘Jane Miller’ in the company record instead of ‘1’…

Can you create a picklist for entry into a primary key field? This would allow a standard and defined list instead of letting anything go into the field. Thanks in advance. charley

Hi, I’m looking to link records from one table to another. At the moment, the way I’m linking the two together is by linking via the main table using the lookup function. Is there a way to directly link from one table to another without using the main table as the core linker. Thanks in advance!

Here’s the same question about tags that I have and there doesn’t seem to be an answer… How to use tags in Airtable to find matching records Ask the community Hi I am new to airtable and appreciate any help. I am creating a table of info product files that will have some tags attached to them. I want to: Have a field where I can store as many hashtags as are applicable Search and select only those records that match the selected hashtag To be even more ambitious, in my dream world, I’d like to be able to create a list of unique hashtags used across the entire table Is any of this possible? If so, any instructions would be hugely appreciated and …

Im positive this has been asked in the past because it seems like a standard thing in spreadsheets. but is there a way to view my data vertically? i have many columns with few rows and just wanted to flip the data somehow…

Hi Novice Airtable user question - advice gratefully received. I want to create a master ‘to do list’ - which I will primarily view as Kanban - which I can both add new ‘tasks’ and also pull in items from other tables; using the status field in the other tables to then organise the master to do list. The Airtable is helping me with my professional development covering working on a new business idea, networking, job hunting, writing etc. What is the cleanest way to create a grid that has ‘new items’ and linked records? How can I pull records in from multiple other tables into my master plan and create a status field in the master document that pulls from the status fields in the separate tables? So I might have some networking activities to do, some writing to finish, a job to apply for etc - each of these are currently in separate tables? I hope that makes sense. As a note, the sub tables (job hunting, writing etc.) aren’t just about ‘tasks’ - as they serve as repositories of infor

Hello, I would like to create a new base with data extracted from other bases. Do you know if it is possible ? Thank you for your answers ! Marisa

Hello everyone i am new to air table and i would like to know what is the best possible way to integrate lead routing into the system!

Hey all, I have been using Airtable for a few years now and I’ve got quite a few complex tables happening these days. Which is fun. But can also be frustrating. I am wondering whether there is any table or function that will allow me to view all of my fields in the one place, along with their linkages, their field types, descriptions, and their options (eg if it’s a single select, the options to select). Does such a thing exist? A particular use case outside the general described above would be when we are planning to build a new website. What I like to do is create different tables in Airtable to wrap my head around how the new website’s database would look. But I’d be able to better plan this if I could see an overview of field links with their respective options. Basically adding in another SUPER table showing this. Any help would be greatly appreciated!

I am trying to post a gallery link to Facebook and the link posts but only with an Airtable pic? Is there a way to do this? I am interested in my Notes information as part of the post.

I have published a gallery view to my wix page and thought everything was great. Question. Why when someone clicks on View larger version does it take them to an airtable.com site? 2nd question. If I like the larger view that seems to be appropriate how can I duplicate that view? Thanks for your help charley

I am moving along quite well. Quick question about embedding on a six page. I can easily change my page size to see more, but I don’t see an option to show more of the gallery. I know folks can scroll, but my current provider allows adjustable sizes of the embedded window within the Wix window if that makes sense. Thanks for any help. charley

Hello all! I am trying dynamically update my available inventory based on dates. For example: July 22, 2020 Event 1 Gear assigned A01, A02 July 22, 2020 Event 2 // When I go to select inventory I want to assign to this event, I want to make sure that A01 and A02 are omitted from the list since they are already being used on the same date for Event 1. July 23, 2020 Event 1 // All inventory will show as available now since it’s different date. Thanks so much in advance! Joanna

Hey everyone, In table #1, I need to create a field that calculates a SUM(values) rollup of the costs associated to records in another table (let’s call it table #2). I created a linked field that links table #1 to table #2, but is there a way to link to all the records in table #2? Let’s say the records in table #2 are labeled “A” “B” “C” etc… I would like a field in table #1 to link to all the records in table #2 that are labeled “A.” But there could be hundreds of them theoretically, so manually linking them isn’t feasible. I’ve tried copying the values into the linked field, but it only returns one link in each field instead of all the records that match. So instead of summing the values in all the records labeled A in table #2, I just get one of the costs in table #2. Sorry if that description isn’t clear! This seems a bit complicated to describe! I’m essentially trying to replicate the function of a Match/Index/Sum formula in Airtable!

Hi, Question about linking records between tables. I want to create a dynamic conditions linking in Airtable. Is this possible? I only see the option for static conditions. Here is a example to explain what I want Table 1 Firstname - gender - hair color Joost - men - yellow Ria - female - brown Robert - men - brown Table 2 Groupname - criteria - names(table1field1 where condition of table2field2 = table1field2) Mengroup - men - Joost, Robert Femalegroup - female - Ria Thanks in advance, Robert