Base Design

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?

Hey all, thanks for reading. I’m trying to create a database that maps relationships. I have a survey where people list who they like to work with and who they don’t like to work with, and I created a linked record field within my table that links to the people that participants said they liked or didn’t like to work with. I want to create a column that goes in the other direction (i.e. people who like to work with me, people who don’t like to work with me). In other words, I want a column that looks up all the people who linked to the first record and listed them. Do folks know how I might do that?

ETA: I’m sure this has been addressed a million times before, and I’d be glad to learn from that answer. The problem is that at this point I don’t know enough to know which of the previously posted answers is the right one. Thanks! Continuing the discussion from Links and Schema: I thought I had solved the problem, but no, and I can’t go back and edit the original post. My goal still is to get output that looks like this, but with each ingredient in a separate column Color name Mud 1 - 12% - Mud - 50 parts Blue, 24 parts yellow, 27 parts red Color name Mud 2 - 6% - Mud - 50 parts Blue, 24 parts yellow, 27 parts red Color name Mud 3 - 3% - Mud - 50 parts Blue, 24 parts yellow, 27 parts red My table that has ‘ingredient summary’ as the primary field shows color names and depths of shade as a string of items instead of columnar data. What am I doing wrong? Can this be solved without a pivot table? Thanks!

Hi everybody, Zapier does not recognises the datas in “link to” fields. Is adding a look-up field compulsary for zapier to read the information ? thanks,

I have a established a link between two tables. I’d like to be able to add additional information (fields) on this link instance to give more detail about that particular link. If I make a 2nd link between the tables, I’d like to put different data on that link. Is there a way to do this? Or is this functionality limited to linking one table record to another without any additional supporting information?

Hi all, Might be a rookie mistake but I have a formula with this: IF(DATETIME_DIFF(TODAY(), {Full-date}, ‘days’)>10,1,0) It is set to integer but despite this the API is Number or String, causing other problems such as having to put my API request in “1”. Other fields that are set to integer is simply Number in the API. Any way to force the formula to be number or am I making some other mistake? Jacob

Can someone help me figure out how to sort one of my columns by 1, 2 instead of Alpha.

Hello! I’m using Airtable for my small nonprofit art school. The recent many to many tutorial has been helpful, but in building a database to house student registrations - I’ve hit a roadblock. I’m following the clients to manufacturers example. I’ve built my table to be exactly the same (but with different purposes, so students, transactions, registrations, classes, departments). I’d like to build an automation from our Squarespace website so that the base populates as registrations arrive. Can anyone answer, in the Client to Manufacturer example in the tutorial - where does the information enter? Is it through the junction table? Thanks so much!

Hi, I have tables that are linked that way (I shall make it simple) : Contacts - with fields : Contact Name / email Missions - with fields : Mission Name / Contact Name (lookup from table Contact) Invoice - with fields : Mission / Contact name (directly from the lookup in table Mission) / Contact email My difficulty is in the table Invoice : I would like to have the “Contact email” coming up directly when I select the Mission, How can I do that ? Thank you, Delphine

I think I have it figured out and would appreciate some feedback on how I’m handling it. My “mud” recipe below needs to be broken into separate lines, like: Mud blue parts. . . . . . 50 Mud red parts. . . . . . . 20 Mud yellow parts. . . . . 30 Then I can use formulas to get what I need. This quote plus a good night’s sleep helped: Multi-record calculations (c.f. 'running balance,' 'row number,' and the like) This is a recurring issue for users who conflate Airtable’s spreadsheet-like appearance with presumed spreadsheet-like functionality Fortunately I’m not trying to do any multi-record calculations. Thanks, @W_Vann_Hall Hi - I dye fabric. I’m trying to get the right links to the right fields and have created a hot mess. I’m attaching the hand-drawn schema. One correction: Order lines: “belongs to” links to customer orders. To translate, black lines are links, double 00 indicates lookup. Specifically: The recipe called Mud = 50 parts blue, 30 parts yellow, 20 parts red. Ri

Hi - wondering if there is a more efficient way to track order status for individual items on a BOM. I have set up one table that tracks the current status/timeline of built to order bicycles and another table that lists all the components on the order (BOM). The BOM table contains the part description, vendor, expected arrival date etc and is connected to the order tracking table through a lookup. I have a formula looking at the individual BOM ETA’s to calculate the ETA for the build. I also have views that group the inbound parts by vendor so that our receiving person can sort through the various parts in a shipment and connect them with the respective projects. Order Tracking Table: Order #1 Order #2 … Order #X Parts Tracking Table / BOM: Order#1: Part#1 description | Part #1 Vendor | Part#1 ETA Order#1: Part#2 description | Part #2 Vendor | Part#2 ETA … Order#1: Part#Y description | Part #Y Vendor | Part#Y ETA Order#2: Part#1 description | Part #1 Vendor | Part#1 ETA Orde

Hi! I’ve been wrapping my head around this problem for a few weeks already with no solution, so I thought I could try to get some help from you here :slightly_smiling_face: Here’s my problem: I have two tables: Videos and Tags. Every video can have multiple tags, thus linking the records from the two tables. On Videos I have 2 views: one is “All”, where I have all videos users submitted, and the other is “Filtered”, where I apply some filters to determine what are the videos I want to show on my app - for example, I only show videos with ratings above 4 stars. On the Tags table I’d like to calculate some metrics on number of videos from each tag, but ONLY considering the “Filtered” videos, NOT all of them. I thought the Limit record selection to a view would do the trick, it really seemed to. However in this Community I found out it doesn’t filter dynamically the linked records, but only the options to be shown on an eventual dropdown in a Form. Does anyone have any idea on how to

Hello everyone. First sorry for my english, i’m French. I am trying to do a Room Reservation template with place management on AirTable. We are a team and we have three places to work. Because of covid, each room is limited to a number of places. Each room has different sort of workplace. The goal is for each collaborator to book a room for an half day. With the help of the following informations : For the chosen date (half day) and a chosen room, how many available places there are in this room ? For the chosen date (half day) and a room, which type of workplace are available ? For the chosen date (half day) and a room, possibility to chose the type of workplace to book to finalize the reservation For the moment, i have : A table for the rooms and their informations : Name, Number of places, Number of each type of workplace A table where enter a reservation : -Informations filled out by the collaborator who wants to book : Date, am or pm, Collaborator -Informations automat

Hello! I’m looking for help with structuring a base that will be used to drive our product roadmap. In essence, there are three parts, features, sprints, and team members. What I would like to base to do is help schedule the roadmap using sprint start and end dates and ensure that each team member is properly allocated. Here is the current google sheet that I am using to accomplish this: https://bit.ly/31ZY1TP The sheet is fantastic on resourcing, but not so much with lining up with sprint start and end dates. Each feature can be assigned to many sprints (ex. Feature 1 belongs to sprint 01, 02, and 03). Each feature may have one or more engineers assigned to it and an engineer can only work on one feature at a time. Each sprint may have many features assigned as well as many engineers assigned. I’d like the base to show me which engineer needs an assignment for a particular sprint and ensure that an engineer is not overloaded with two or more features for a sprint.

I have a table called “Time Assignments” Project Name (Linked field to Project table) Month Revenue Example records: Acme Shop, August 2020, $1500 Acme Shop, August 2020, $1200 Joe Smoe, August 2020, $750 Joe Smoe, August 2020, $750 Joe Smoe, August 2020, $1150 Crystal Palace, August 2020, $500 Acme Shop, September 2020, $1500 Acme Shop, September 2020, $1200 Joe Smoe, September 2020, $1150 Crystal Palace, September 2020, $500 I want to sum the total revenue by Customer Name and Month in another table (Calc). So I want to see… Acme Shop, August 2020, $2700 Acme Shop, September 2020, $2700 Joe Smoe, August 2020, $2650 Joe Smoe, September 2020, $1150 Crystal Palace, August 2020, $500 Crystal Palace, September 2020, $500 Any ideas?

I have a base to coordinate internally the progress of construction projects within our company, Here is how i have it set up My base consists of multiple tables, here’s a few of them Table 1 is a list of projects Table 2 is part 1 of the construction process which has multiple phases Table 3 is part 2 of the process Table 4 Track the bidding process Table 5 Tracks the billing progress in Table 2,3,4,5 the main column is a formula which copies the date from column 2 which is a linked column to the projects table Every time a new project gets added to the Project list, i need to create a new record in the other tables so our team can start adding data and track the project, so far i’m doing this manually and i’m looking for a way to automate the process.

I have been massaging data in one base. I thought I had done it right, but now find that I missed something. I want to compare the original base version with the bad one to identify my errors.

Hi! I’m trying to set up a base to collect information from students from my online course. For this I’m doing various Tables with different questions that need to be answered in different moments of the course (I’m using the form feature). For this matter I need to connect the answers they give to their respective personal information, which I ask for in the first Table. The problem I have is that I cannot ask them for their names in every form because it would be annoying, so I decided to generate a token with autonumber which I’ll ask at the beginning of each form, hoping to use this as the indicator of who’s anwering the form. I want the table to read the token and connect it with the student’s name in the first table automatically. I’m not sure it is the best way to do it neither but it’s the best one I could come up with. Extra: It would be amazing if I could make Airtable autopopulate a text document (maybe word or google docs) collecting all the answers given by each one of my

I work for a scene shop and we build for big clients: cruise ships, museums, theaters etc. Goal: I want to be able to view every job that’s in a department at any given time. I want to know everything that’s in the paint shop, from the fake brick panels for the cruise ship to the statue pedestal for the museum. Problem: I’ve got each client set up with their own tab. From what I’ve read this is an undesireable form of physical data organization rather than logic organization, why not have a column with a single select ‘client’ option, and create a view from that, right? My problem with that is that I have one tab with about 5000 records and about 100 different views that i’ll have to scroll through to find the data I need. ‘Client A, Show 2, Drawings In Progress’ ‘Client A, Show 2, Drawings Approved’, ‘Client X, Welding’ ‘Client X, Paint’. Tabs are an amazing way to break this down into multiple chunks of info, but I want to be able to click the “Everything from all the jobs that

Hi, I’m looking for someone to help me think through and offer input on my base design. In exchange, I’d be happy to do the same with yours. Mutual help. Alternatively, this is what you do for a living and you’re interested in taking on this project, please send me a PM with your fee and your experience and I’ll see if I can make that happen. I’ve drawn up some diagrams of my base design, both how my base is currently configured and also how the information is actually organized IR, to facilitate this process. :pray:

Hi! I’m currently adapting Airtable to be used as a project management and self-evaluation base for the team in my office. We’re also looking for apps to make meetings more productive (showing important talking points, register tasks for later) what do you recommend for a design like this on Airtable?