Base Design

The goal, to send a client a list of PDFs called Offering Memorandum of interest, and another Field/column called “Properties sent.” Unfortunately, the Field/Column named “Attachments” does not have the “+” sign that allows the creator/owner to upload an Offering Memorandum (PDF) of the property from the Field entitled “Address” of the properties, which is the field used to input the all of the data and attachments for the properties. The Field/Column we named “Properties Sent” has a “+” and the ability to upload an attachment from AirTable . The email sent to the client - who is not shared as an Owner/Creator or Read-only client - includes the title of the attachments under the Field “Properties sent,” but not the PDF file, which is how the data and attachments were originally input into AirTable. This creates some double work, and defeats the concept of Airtable - to attach info inputted within AirTable, unless you can help me out. One issue i

I am more familiar with join tables, SQL etc. I have 3 tables: “person”, “activity” and “activitylog” “activity log” is essentially a join table that stores the person ID and activity ID. I created two linked fields in the “activity log” table and AT created two fields for each: “ActivityID”, “ActivityID (From activity table)”, “personID”, and “PersonID (from person table”) I am updating the join table from Integromat and it works fine, but I don’t understand why AT creates two fields for a linked record? What I’m trying to accomplish: log all activities people do and issue rewards based on accomplishing ‘missions’ show me who has done what activities (and other aggregate reporting) This is super simple in my old world of SQL server stuff, but is there a reason why AT creates 2 fields, or am I not going about this the right way?

I’m looking to create a base in Airtable to keep track expiration dates for products we sell. We are trying to replace our current expiration date tracking software with an Airtable base. Our current software solution allows us to setup as many email notifications as possible as the expiration date nears. Each notification reminder can have its own specified days for the scheduled notification email to go out in addition to assigning a specific email template with customer subject line and content. Here’s what the settings look like in our current software. What I’d like to do is setup automation using Airtable, Integromat and Gmail’s SMTP service. The current base I created only has 4 columns, SKU (text), Supplier (dropdown), Expiration Date (date), and Owner (Collaborator). Needs: I need the automation to run once daily checking

Hi, As far as I can tell there isn’t an option to use a slider for entering numbers - or a way to set minimum and maximum. values. It doesn’t even look possible to have a slider for a percentage field. The only workaround I can think of for entering values quicky and having some kind of visual feedback of numbers is to use a rating field, but this obviously limits one to only 5 possible values, which is pretty limiting. This seems like a completely bizarre oversight in what otherwise seems like a really useful and excellent product - am I missing something? thanks, Josh

share.getcloudapp.com – 22 May 20

I have an education provider table: that lists among others item, the commission %, which is hard-coded ( written manually as per our agreement with them) every time we have a new education provider sign up with us, we create their record. We have this system working fine. But now there is changes in the commission % with one of the education providers. We can’t just simply change the commission percentage in the commission % field of the Education Provider table for that education provider record, because by doing this, it will wrongly calculate the commission for all previous clients related to that education provider based on the updated commission %. What’s the solution for this? apart from make a new commission % table and link the new created commission % table with Education provider’s cCommission % field ?

I’m looking to build an Airtable for my medical clinic. Would anyone know where I can find some resources on building something like this? I have gone through the templates in the Airtable Universe but haven’t been able to find anything.

Hello all, I’m a new user. I’d like to know if it is possibile to build a “simple” grid to make it easy for technicians to log their planned hours (numbers in blue) for each task. I made some tests but wasn’t able to create something like this… can you give me some suggestions? Thanks in advance!

We have Portfolio management need and thinking of using airtable. Is it the right tool? How does it compare to Microsoft Project and Smartsheet? Will like to have Classical project management fields start date, end date, % completion, at risk etc. Ability to zoom in / zoom out based on workstream - sub workstream - project - task multiple projects have dependency on each other. Gantt Chart and dependency mapping critical. Dashboard to provide high level visibility to executives, project managers and stakeholders. Thanks

Typeform offers an Airtable integration, and I’ve managed to map my fields, except I need to capture the timestamp of the date/time that the Typeform was submitted. Typeform does capture this data and calls it “Submit Date (UTC)”. I wish to map the data of that field to a field/column in my Airtable. Have anyone figured this out? Is it not possible?

We have an unusual situation where we need one account in terms of access to our shared Airtables but need to split the payment between two methods for accounting purposes. Is this possible? In other words, we need to add more users than we currently pay for, give them access to existing shared Airtables, but pay for the new users separately from the old. It’s the equivalent of splitting a bill at a restaurant. Thanks for your help and any creative solutions.

Hi Airtable! I have a base that I created in which I will be adding Notes from Apple. There are duplicate records, but there is no key, except for a formula to create different record ID’s. This ID is unique for all records, including duplicates. My question is how do I create a unique key, when each of the fields are not unique in my base. Fields: DATE *these dates are not all different SUBJECT *some are the same NOTES *the titles are either too varied or the same TIME CREATED *some of the same records will have different times FORMULA *creates a different record ID, even if it’s a duplicate Perhaps the formula can be adjusted to create the same ID for all duplicates, based on another field? If so, I don’t quite know how to do that. I have created a share link to my base, I thought it might be easier. I would appreciate any help. Thank you, Mary Kay P.S. For some reason

Hi everyone, Looking for a way to do a multi-step filter within AirTable. Here’s an example of the filters I would need: Where Level 3 Org is Org1 OR Where Level 3 Org is Org2 AND Job Family contains Job1 OR Where Level 3 Org is Org3 AND Job Family contains Job2 Is this possible? It looks like no since you cannot nest filters together in that way. I can do these filters in individual views, but I need an aggregated list in the long run. Any thoughts?

Airtable Masters, I have set up related tables with rollups and lookups in the past, but this problem has me stumped. I am trying to determine a process capacity by looking at each order and determining the number of units due between the current time and the due date of the order. I have read several post where similar questions are asked, but no answers given. Is this even possible with Airtable? Thanks in advance for any ideas!

I am trying to create a system for project managers at our firm to request a new project. I’m thrilled about the new conditional fields in form view as it allows me to only show fields if the requester has selected certain parameters. It works like this: Project Manager fills out the airtable form. One question is multi-select and asks what services we are including to the client. PM selects all services we are providing for that project and because I’ve got conditional fields set up, it only asks additional questions about the services selected. That part works great - however, when our accounting team goes to look at the records submitted through the form, there’s A LOT of blank cells because the project managers are only filling out questions for the services they selected, not every possible service. I’m looking for a way to hide blank cells when a record is expanded from grid view, OR from one of the other views if necessary. Any ideas?

Hi! I’m new to AirTable and I’m not very advanced with using functions, but I think I will need to use at least a few to do what I’m trying to do. I currently have a column of what are essentially tags for a given gene’s function, and I’d like to convert them to tags in Airtable by making them each options in a multiple-select field. Is there a way to easily use the semicolons in the text as separators/delimiters to automatically generate the selections and convert the entries as they are to multiple select smoothly? Thanks in advance!

So, I built a new form…and tested it…I cannot attach an image by selecting “Take Photo” in the attachment field. All options work except for “Take Photo”…this is an Android device. Did something change…I’ve been using forms on mobile and adding photo attachment without issue until today.

I have two tables in a base. One table is the main profile for a candidate. The profile is generated and their resume is added as an attachment. In the second table, the registered candidate is added with answers to position-specific questions along with an additional resume, as they may adjust their general resume for a specific position. I would like to have a way to reference in the main profile table ALL of the attachments both to the main profile + the job application. I can lookup the attachments, but I need some type of date and time stamp for each attachment so the recruiter can see all versions of their resume in one place. I have tried zapier, but attaching the resume from the job application to the main profile clears out the main profile attachment. Rollup is OK, but it doesn’t have date and time stamps, it’s just a glorified lookup field without the benefit of the rendering of the attachment. Thoughts?

Hi All, Hope you are well :slightly_smiling_face: So, I’m driving a single webpage through AirTable and now the client wants to control the whole through AirTable because it’s really quite good. I have a few problems and it’s mainly centered around the strength of AirTable being also it’s weakness: It is so easy to update, that it’s also easy to make mistakes without knowing … is there any way to easily show what changes have been made? It’s LIVE data. I am wondering how to make some sort of staging area, where a marketing guy can test out and see changes to the website BEFORE pushing the changes live to the website. I don’t understand how to do the caching because I will easily hit the API limit per second Has anyone integrated AirTable to their website and fixed these issues i.e. having some sort of staging area, and how to cache the results?

Eg. If row1 is subordinate of row2, then row2 should be auto-detected as manager of row2 How can we do that? When linking 2 different tables, the columns are automatically created by Airtable, but not when linking in the same table Even in the relationship article (" A beginner’s guide to many-to-many relationships), Airtable shows the Manager/Subordinate relations, with both side: not sure if they made 2 independent columns (annoying) or have a way to automate based on the other column . Any tip?

Continuing the discussion from Did Microsoft copy Airtable?: oh boy … this is the perfect copy - https://techcommunity.microsoft.com/t5/microsoft-365-blog/announcing-microsoft-lists-your-smart-information-tracking-app/ba-p/1372233 Just wondering… should Airtable be happy with that? or not? I guess it is a good thing for you to be copied, no? What are your thoughts?

Hi, we just set up our TV channel and were looking at airtable. Is it at all possible to plan and schedule our programming and catalog and manage our videos within Airtable? Feeling a little lost and overwhelmed.

New to Airtable of course, trying to understand how to structure a base to track my exercise class payments by student. In a spreadsheet, the data looks like this: I understand this will be at least two linked tables: a student table and a class table. The intended usage is that on any given date & time I will be giving one of two or more different classes, and after each class, I will want to enter payments from each student who attended, the amount each paid & payment method used. How is this structured? How many tables are actually necessary? How many Junction Tables? Would a form be necessary for entering the student payments after each class? This seems like such a simple use, but I can’t find any equivalent tables to use as an example to set up my own. Any help is appreciated, thank you. Nick

I just installed the android app on my new tablet and it’s unacceptably changed. On my old tablet, when I opened a record in my recipes base, it showed all of the ingredients (they are in a linked table). Now it shows a few records in what appears to be a window that you have to scroll to see all of the records. And it’s way too easy to move out of that window into the main record and wind up scrolling it instead. This is totally unacceptable. I want/need to turn this off so the whole list of linked records shows. I’m trying to use this as a cookbook and this type of display is not usable, especially when your fingers are covered in food from cooking. This change has made an already problematic app even worse. If I could use the browser on my tablet to work in Airtable, I would be much happier.

How do I create a progress bar to display as a block? Thanks.