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I have a multi-select field called “Trades”. A contact can do multiple “Trades”. I want to group by trades, but I don’t want the contacts with multiple trades grouped into their own unique multi-trade grouping, I want them to appear once in each trade grouping. Ex: list of trades is: demo, grading, hauloff. I want a contractor that does demo and hauloff to appear once under the demo grouping and also under hauloff, and I want the only groupings to be demo, grading, hauloff. I do NOT want a Grouping of demo & hauloff combined. How do I achieve this. It seems like it would be a frequent issue.
How can I configure the calendar or Gannt block to show each assigned team for a project if they share the same job#? Example: I need to allow each assigned team member to see their schedule - The calendar shows the record number which is only internally used and links the project under both - and the lack of information shown on the calendar doesn’t provide other users with any information on the project. The Gannt block shows pretty much the same thing in minimal information. Ideally - I’m looking for a way to have each user (4G and Apex) see more details such as: Is any of this possible?
Hi everyone! I work for a small nonprofit tool-lending library and makerspace in Baltimore, MD. We offer a service called Open Shop, which is a time for the community to come use our equipment and workspace for woodworking, home repair, metalworking, or crafting projects. Due to the pandemic, we’re moving to an appointment-based system for Open Shop and are trying to figure out how to best do that through Airtable. The biggest issue I’ve been struggling with is how to balance capacity limits and flexible scheduling. Ideally, we’d like people to book either 1-hour or 2-hour appointments that can start on the half-hour. We’d like the system to reserve a maximum of 4 overlapping appointments (aka people in the space) at any one time. For example, if there are 4 people with appointments from 5:00 pm to 6:00 and a fifth person tries to book from 5:30 to 6:30, the system should block that appointment because it would exceed the capacity limit of 4 people. Clients would need to be able to see
Hi, i’m having an issue, i have a base with around 80 new lines, with a date and time. I tried to organise it manually by days and hours, but it seems that it gets messy all the time, maybe when i’m looking for an information using a filter. Is there a way to lock the place of each line based on the date ? Right now i have to sort it “1-9” in order to have then reorganized, but i don’t understand it doesn’t stay like i wanted it ordered… can you help me please ?
Hi friends I have a difficult problem on creating many to many database, As a event manager, I have (for example) 10 events a month (120 events a year) , so I create a table name: EVENTS Our company has about 200 freelance employees , and a part of them may join to organize our events , So I create a table name: EMPLOYEES In that case (many to many relation) I have to create a new table name: EVENT DETAILS And so, if 100 employee organize each event, so the table EVENT DETAILS may have 100*100 = 10.000 rows , and I think it is too many rows … And the other way, I may create a new table for each event include many field: employee, salary, vendor, client, … but in that case, I have to create 120 table a year … I think it’s not good idea … So, My question: is that right solution of that problem and can we have the better solution for that Thank you all in advance !
Hi Friends I’m wondering how to design these kinds of table Manage Event Employees, Salary and Event Profit I have many events (with event information: date/vendors/…) I have many employees to organize events (with employee information: name, phone, email, …) I want to connect many events to many employees (1 employee can do many events and 1 event can have many employees) I want to calculate result & effect of each event so I have to set below information: Salary of each employee in each event (and the opposite, In employee table we can view the employee salary from the past events and the total income they got ) Other Expense in each event Then have total expense in each event Income in each event Then I have profit in each event Feedback of customers in each event Rating of customers in each event (can take from online form and take average rating) and other information 2. Note the status of availability of imployee in each event In each event preparation process,
User Flow: Order # , Order Item and Order Date is recorded by Operator 1 QC is performed on the Ordered item by Operator 2. —> If QC Check passes, select order number, record transaction and send to Pack and Ship. —> If QC Check fails, select order number, record transaction and send order back to warehouse for repair. —> After repair, perform QC check again on the ordered item, select order number. record transaction, Ship date is recorded for each Order number by Operator 3. I have three tables and am following a traditional Relational Database logic: ORDERS , which basically just has an order number and an Order date (along with some other order details). QC CHECK, which is linked to ORDERS table, and where I store PASS or FAIL statuses as well as date of QC check linked to ORDER NUMBER field from ORDERS SHIPPING, which is linked to ORDERS, and where I store ship date for every order after it has gone through QC. I have linked all tables correctly, all works well, e
So I am trying to create a somewhat all encompassing purchasing, inventory, and installation/delivery base to track some material for a specific work scope on a construction site. Essentially we issue purchase orders that have various line items for materials on them (say 10" pipe, 12" valves, 6"x1/2" bolts, 1/2" nuts, etc etc) and they go out to lots of different vendors. I want to log in all the stuff we’ve bought and what vendor it’s from, the purchase or number, etc etc. Next, I want to log in what we have received into inventory. For example I may do a PO to a vendor and I request to purchase 100ea 6" bolts, 100ea 1/2" nuts, and 100ea 1/2" washers. This may not all come in the same shipment. I would like to log that I received 30 bolts, 50 nuts, and 50 washers on 7/31. Then I would log receiving another 30 bolts, 50 nuts, and 50 washers on 8/3, for example, then the balance of the 40 bolts remaining out of 100 on 8/15 (very basically example). The stuff coming in a delivery comes
I’m thinking about using Airtable for my business. But I’m not sure if it will work. I was hoping someone in the community can tell me whether what I’m trying to do is possible. I’m a life coach. I’ve accumulated a large library of information over the past few years. And I want to organize it. That way when I’m coaching people and I remember something I want to share, I can easily find it in Airtable. For example, let’s say there’s a meditation tip I’ve learned I’d like to be able to add the tip but also categorize it in some way to make it easy to find. And maybe even give it a star rating so when I pull up all meditation tips, by category (if that’s possible), I can see which ones are the most effective, based on the star rating. The second thing I want to do is create a CRM to keep track of my clients. I know I can do that. But what I don’t know is whether it’s possible to create meeting notes. For example, if I meet with someone once a week, I need a place to put a note for that s
I have a “Trade” field that I share between Contacts and companies. The issue I have is when a contact or company does multiple Trades ( ex- demolition and excavation ). I want to be able to use the same list of “Trades” on individual Bids they are submitting on each job, but I don’t know how to carry over just the appropriate Trade label for each bid. I was thinking us setting up a separate table of “Trades”, but not sure exactly how that would work either.
Can I run the app on my Fire HD?
Hi Im following the many to many tutorial from Airtable Airtable - Support A beginner's guide to many-to-many relationships What sets Airtable apart from ordinary spreadsheet applications is its ability to link related concepts together. Knowing how to represent the relationships between different groups of objects can ... I’m stuck on the following step in the photo: I can create the first two tables (students and classes). In the bottom pic, they have created a 3rd table. It has got a list of the students and classes. In particular, I cannot find a field with the Icon show for both students and classes is different in the bottom pic I have tried to do this using the “Link to Another record” feature, but my version creates 2 columns each time (see pic below) I use link to another record. Additionally the icons are different to the one shown in the example. Thanks very much Amit
Hi! Is there a way to track completion of forms that are sent to a contact list in one of the tables? We want to send a form to everyone and then see who has or has not completed it yet. Furthermore, some people may need to complete the feedback form multiple times (about a different person/experience each time) so ideally we can see their completion status by the person/experience they are providing feedback on. Any recommendations? Thank you!
Is it possible to change what is able to be viewed on a card as the card moves through different phases of the pipeline in Kan ban view? For example, if my stage is ‘Intake’ only a few fields are displayed, but when the card moves to ‘Due Diligence’ more fields are automatically displayed.
These 2 options should be part of the basic design. And no, the Dedupe block is nice nut is not what is missing here. Simple basic option in every database. Please add this.
I’m setting up a dashboard for a travel agent with 5k+ carried out in 3 different currencies. The set-up I have right now works, but I’m wondering if anyone can suggest improvements or more enhanced approaches to this case. In the main table I’m extracting the ‘day’, ‘month’ and ‘year’ from the transaction date with formulas, then I get the user to link each ‘day’, ‘month’ and ‘year’ to the relevant Day, Month and Year tables where I can summarize the data accordingly. This is working fine but if you can think of a more elegant way to do it, I’d love to hear. The main issue I’m facing is that: I also need to convert transactions to a unique currency, so I prepared a different table with FX daily values - which I link to the main table (where all transactions are recorded) to pull the relevant exchange rate. Is there a way to do so without having the user to link the again to a different date, in this casem in the FX base? Any other schema/formula/functionality suggestion to stream
Project Summary: We need a system of managing, requesting, and distributing resources to students for the 20-21 school year. We are starting by creating a “Drive-Thru Library” A book catalog will be created using QR codes taped to the back of each book- I am hoping to use airtable to start with this inventory. I need for families to be able to scroll through the catalog of available books created with the QR codes and easily make a request - is that possible through airtable? We are looking to expand beyond books. In the future, we are hoping to allow students to be able to “check out” for example, a bag containing science lab materials or a trombone. Tech Goal: Create a system that can scan information pre-loaded into QR codes --> into a form --> that automatically populates into a spreadsheet. Also desirable… If a confirmation email can automatically send in this process. A way to use the spreadsheet information to populate a more user-friendly catalog
Hi, is there a way to create a list of the top 10 whatever, products sold, courses taken, etc? Many thanks for your help!!
Hi I’m really confused about lookup fields and assumed they worked in a similar way to vlookup in excel and google sheets. I have two tables:- Orders orderid order name price productid sku Products productid productname sku The Orders sku field needs updating with the sku field from the Products table. Is this possible and can someone show me an example please. Thanks Jonathan
I currently work in an office setting where we have supplies in multiple locations throughout the building. I have built an excel database to manage it all and I have been trying to figure out if it’s something that I could do in Airtable instead. I watched various tutorials, how to’s, and looked through what information I could find and unfortunately none of seems to help me. I have 12 different locations in which various supplies are stored. People within the office have access to those locations and can take supplies to use whenever they need to. What I have to do once a week is go through and count what is at each location, and also add or remove items to the locations to redistribute the supplies as needed. What I need to have an ability to add the weekly counts of each item at each location, so that it updates a master list on-hand total which can be flagged so that when it reaches a certain amount the office manager knows to reorder it. Sometimes what is at each location changes
Is it possible to display a different field than table’s primary field in the Calendar View?
Hello Everyone. I am new to Airtable and so far i’m loving it. I work at a law firm and we are creating a database that shows the settlement amount for cases for our attorneys as reference. I have 2 columns that I want to work in tandem. One column is designed Surgeries, for the amount of surgeries that person involved in the case had. The next column is Injuries. This shows which body parts were injured during the accident. I have color coded the Surgeries section. Let’s say if someone had 4 surgeries, that number would appear in orange. Can I then, in the following injuries column, have all 4 of the injuries appear in the same color to denote, each one of these body parts were surgically operated on? Also, if someone had 1 surgery but 3 body parts were injured, can I somehow color in just the body part that was operated on to match the color designed for 1 surgery? I apologize if this is confusing. Please ask any questions and I’ll try to explain it better. Thank you very much for yo
Hey all! I’m looking for some help in creating a database in AirTable that aids in estimating materials supply for new construction multi-family apartments. I have run into some trouble in creating the relationships and producing the data that I need at each level… I’m not so sure that AirTable will be the product for my needs. If anyone is willing to take a look at my situation, I am open to sharing my project information. Thanks!
I have an attachments column in Table A with a bunch of photos for each record. Table B has records that link back to Table A – and actually there are probably 2 or 3 records on Table B linking back to each record on Table A. Is it possible to have a column in Table B that shows just selected attachments from the linked record’s attachments column in Table A? So, like, if on record in Table A has 10 photos in the Attachments column, then each record in Table B that links to that record could show one or two of those photos? Thanks for the help!
I would love your help! I basically have a form where people need to input their email address. I have all these users in a user table already, and would love to set up an automatic lookup that would match people’s answers to the right user. Any ideas?
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