Base Design

I want to have one base that uses a same customer record in different ways. I have an “Intake” table that I’m hoping can auto populate my “Outreach” table for consumer outreach. So, what’s the easiest way to set it up so that these two tables will talk to each other? The records will be the same, so maybe I have to design the base with this in mind? If someone populates data into the Intake table, I’d like some of that data to auto-populate into the Outreach table.

I already receive submissions to my Airtable via a form, and would like to allow submitters to pick a date from a list of available dates from a calendar field. Once someone reserves or picks a date and submits the form, that date should be removed from the list of available dates. I would also like to allow people to reserve dates up to 3 weeks into the future. Calendly already supports this functionality (and in fact I have a Calendly for this purpose) but would prefer to be able to collect submissions from a single Airtable form. Is this possible?

How i design a base when i send data from kodular ,the new data is inserted at top …i mean 1 number row…any one can help me

Hi, I understand the idea of normalizing a database - and I see that I can create a column type for a drop down list. Why use a drop down list instead of a linked table? Is there a configuration/structural reason to do so, or is it just easier?

Hello I’ve a base to add questions, question can be text or image? How to make this field? Am using airtable as db for questions then use the api to sync with ios app

I have a table titled “BIO” where I’ve made records for each player on a football team. I also have a “REPORT CARD” table that includes a record for each player and a field for each player’s grade and a field for the players GPA dependent on their grades. This GPA is used as part of a disciplinary points system for the team. Points are stored in a separate “POINTS TRACKER” table. I’ve created a ZAP so that when a new record is added to the BIO table, a new record for that specific player is also added to the other tables. My problem is this: I used a linked field to connect the REPORT CARD and POINTS TRACKER tables. This allows me to pull that GPA score into the points tracker to be used to calculate a points system score for each player. However, when I add a new record, this linked field does not update the linkage for the new record. Any tips are appreciated!

Thank you in advance!!! So we are a very small charity and we are trying to track our COVID response in Airtable rather than the millions (only a slight exaggeration) of spreadsheets that we currently have. I think I know how to do that part which is exciting, where I am really really struggling though is the basic CRM side to stick all of our membership in. Our problem is that our membership form (currently on google forms and sheets) is the family data and then multiple child details on each membership form. I have worked out how to make a form for the membership details but where I am struggling is pulling up a report of the number of children if I use the link data tab I can pull through child number 1 but not the details of the other children - am I missing a trick? We have over 10,000 children registered and I need to be able to pull a report on the number of siblings, the number of children in total, how many are disabled and then be able to break it down in

I would like to be able to automatically import contacts with the status “closed-won” into a sales tracking table. Example: I have a travel agency, so when a prospect goes into “closed-won” status, I have to do a different follow-up (hotel reservations, excursions, etc). I’d like the contact to be automatically transferred to the customer follow-up file when it is in the prospect file. I’m a novice on the platform, thank you very much for your help. Beautiful day. Alexia

I have two tables that have information that is needed to create formulas to auto calculate gaps. For example, I have one table set up grouped by Month and Coach and has columns that are in currency format. They have revenue amounts and other count numbers. I have another table that is created to calculate the gap between the numbers in the first table and the newly entered numbers from Coach inputs in a form within that second table. So somehow I need to get the information that is sorted by Month and Coach into the second table to create formulas to calculate with the new information that will come from the form. Thank you in advance!

I’m not really sure how to ask this or if this is in the correct category, so please bear with me. I have entries grouped by Name. Within each name, I want them grouped by Type. However, I want those types sorted based on a percentage. Is there a way to accomplish this? Currently, when I make a group, it sorts the groups alphabetically. Then, within the groups, it sorts based on the percentage. But I want the actual groups sorted by a different value, not just within the groups. Is this achievable?

We are an architectural and general contracting firm who is trying to set up an CRM base design using the different ‘Divisions’ (Electrical, Site, Roofing, Doors, etc.) used in building and construction. There are about 31 or so of them that we use and we would like to organize our Airtable so that each subcontractor is below the correct header (a roofer under roofing). CSI Standards What is the best way to set that up?

Hi, I’ve got 2 tables that have duplicative information. Table 1 has a list of Waitlist Users and Table 2 has a list of users that have completed a survey. The reason I have 2 tables like this is because they’re source data (1 table has data coming in from our website form submission system and 1 table has data coming in from the survey tracking system). Both tables have an email column which can be used to connect the 2 tables. I’d like to get the data from both tables together. It can either be with a new table (table 3) or by adding the missing information to one of 2 tables I already have. How would I go about doing this?

This may be outright impossible based on how Airtable is designed to be purely dynamic however, I would love to know if anyone has any solutions. Here’s the Problem: I am using Airtable as a Series Bible for my Fantasy Book series. It is a massive world with many plots and subplots, characters, themes etc. As I am writing the scenes and beats, I’m noticing Airtable is not persistent with the sorting of its records. In other words, I set up a series of scenes, then I filter and sort. When I remove the filter and sort, the scenes are no longer in the order they were created. This is maddening, effectively removing the usefulness of Airtable due to it resorting all records. Furthermore, I am aware of ‘Autonumbering’, however this isn’t much use when you decide to re-organize scenes or add a scene in between two existing scenes. The numbering immediately becomes irrelevant. How can I maintain the order of my scenes and still use sorting, but rest knowing it will b

Hi All, I am looking for an Airtable expert who can help me better design an airtable base to use for monthly and quarterly activity updates. Some of the data is qualitative and other data is quantitative. Here is a link to what I created, but it is clunky Airtable

Hello Airtable Community, I have a large base of recipes, each with a unique ID. I would like to be able to do a bulk search for several IDs at once, but I have not been able to find a way to do this. Is this even possible in Airtable, or do I need to search for each ID individually? Thank you! Leslie

@david_shannon this is in response to your thread - Inventory/merchandise help. I am following up with a new thread because the other thread seems to have been closed. I would love to better understand your use-case. Are you looking for a tab to keep the source of truth for the inventory and be updated every day?

Hey there, I have a power pivot excel that I update daily with our internal data. I’d like to be able to update the power pivot and have Airtable create a new record for the new data added from the power pivot. Is this possible? Would I need to create an automation using a tool like Zapier? Rachael

Hi, would it be possible to be able to automatically have default billions / millions / thousands separator for all field defined as number only ? Ideally for integer and decimal numbers Ideally with choice for European or American way of writting It would significantly improve the readability of such big numbers. Airtable : 10987654321.01 US : 10’987’654’321.01 Europe : 10 987 654 321,01

I am using the long text field with rich text formatting to implement a checklist in my Airtable entries. What I would love to happen is for every new entry created, to have this specific rich text be added to every single entry so that each entry has the checklist instead of manually adding it to each one. Is anything like this possible?

Hi everyone, I’m wondering if it is possible to embed the map block on a website. I’d like to just embed the map itself and then have the items clicked on the map pop up to reveal the Airtable record for those items. Is this possible? Thank you!

I have created a Real Estate Transaction Management Block in Airtable and I am looking to also utilize it as a CRM, as most of the data is the same. I found it easier to create a separate tab within the same Block to avoid transferring all of that data. It is currently working pretty well but, I am having 2 issues that I can’t seem to figure out. For clients that have multiple transactions I cannot figure out a way for it to only pull/display data from the most recent transaction for items like Purchase Anniversary and Mailing Address. We like to send out Birthday, Anniversary and Sale Anniversary cards in the respective months. In Excel I can use the MONTH Function to filter out all Birthday’s/Anniversaries that are happening within the month regardless of year. In Airtable it seems I cannot do this unless I create an OR Filter for that month for every year. Any help with either of these issues would be greatly appreciated.

I have a table that keeps track of calls being made by volunteers. The base has 3 main tables: callers, people being called, and a call log where volunteers submit a form detailing their calls (the tables are all linked). The call log form has a field where callers put “yes” if they reached the person and “no” if they did not reach the person. I want to create a view of the “people being called” table where there are only the people who have not been reached for all of the lates 3 calls. How can I do this? I know I could do rollup fields for the calls, and I have used this to keep track of when the last call was for each person, how many calls total, etc. But I am not sure how to keep track of the characteristics of the 3 latest calls.

I want to be able to take live notes during a video recording, and then be able to go back into the recording and find things easily. More specifically, imagine a user: Opens empty table Types text into record 1, time is noted in adjacent cell as 00:00 (mm:ss) [it takes them 5 seconds to do this] Types text into record 2, time is noted in adjacent cell as 00:05 (mm:ss) [it takes them 15 seconds to do this] Types text into record 3, time is noted in adjacent cell as 00:20 (mm:ss) And so on…

Are there any downside to enabling rich text in the long text field? Any implications for Zapier or Integromat integrations?

Hi. Does anyone know if it’s possible to copy several attachments at once and then paste them across a select range of records in one go? Many thanks in advance! Katy