Base Design

I’m trying to create a kanban view, but every time I try to actually use it it keeps asking me for a new grouping field.

Hello, I tried to find the answer on the community forum but couldn’t. My objective is to follow a large number of marketing campaigns. And to create a view comparing which one makes the more money. Some are PPC, some are Email, some are phone campaigns … Each of them has his own KPI PPC : traffic / captures / Sales Emails : send / clic / demo / sales Phone : dial / reach / demo … My idea is to create 1 table per campaign. On the campaign tables, each row is a week… Each field of the campaigns table will be specific to the campaign. And at the end of the raw would be entered the total sale per week. That’s the only field that can be compared in between all tables. I am trying to create a summary table. This would be the synthesis of all sales, to understand which campaigns are performing the most. My idea is to create a field « Sales » in the synthesis table. For each campaign (so each raw) that would automatically be filled in by the total sales of the week (or even better, of

I have a looong list of clients*. Each client has several unique envelopes. In each envelope there can be multiple unique items. So the only relation I can see is [one envelope] <- [item A] [item B] [item C]. Please advice me what structure should I build to make it compact, and so I don’t have to create new table for each new client. *) it’s not bragging :slightly_smiling_face:

Hello! I’m new to Airtable and I’m still learning it. I manly use it to keep track of my Games Backlog and Collection and Meds Cabinet. :slightly_smiling_face: For the Games Backlog I’m using a template I found in the Universe section and I was wondering how can I get the left navigation menu to show on my Base ? I can’t upload the screenshot here Thank You! Mihai

Hi everyone. I have a huge problem. I made ma data base using multiple options in a list, with a date for the choosen selection in the list. Problem is, I figured out now that I need to have one different record for each option selected in the list. So I have to create as many records that there are options selected in the list. And I have do to so for around 150 records … For exemple : the record 1 | Banana, Apple, Orange, Kiwi | 02/04/2020 have to become 1 | Banana | 02/04/2020 2 | Apple | 02/04/2020 3 | Orange | 02/04/2020 4 | Kiwi | 02/04/2020 Please, tell me there is a solution to my problem …

If you’re not sure how to get started with designing your base, our resident Airtable experts are currently leading 45-minute trainings for the use cases listed below. Each training starts from scratch and walks you through the motions of building a ready-to-use workflow within your base. If you’re interested, just fill out the form and select your preferred time slot — no Airtable experience is required to join! Content Calendar: https://airtable.com/shrzRLYiM2gHcywLr Project Tracker: https://airtable.com/shrtNhDQIG9qiqsqm CRM: https://airtable.com/shrEttalN1vN0FXo4 Product Roadmap: https://airtable.com/shr2ykzvUQX4pceai

I’m new to Airtable – how do I set up/structure my base? You can start with these under-5-minute screencasts on views linked record fields This 7-minute screencast goes over how to structure your base to represent more complex data (the specific example discussed is tracking building inspections by various staff members at various properties, though the base set-up could be applied to any number of use-cases). If this screencast is helpful, I’d also recommend taking a look at our Beginner’s guide to many-to-many relationships. If you’re looking for a step-by-step introduction to Airtable, I’d walk through our Getting Started with Airtable Guide. Also, here’s a 45-minute base-build with a few Airtable team-members.

Hi, is there any way for the fields to automatically change (columns) when a specific item is selected in the first field (column A)?

Real simple question: I am building a todo list across multiple areas of my life. Each table/tab is a different area (work, home, school, etc.). Within each area are numerous tasks grouped into various projects. I need one single master view that shows me the latest task (record) from each group across all those tables. That view can be another table itself or a block. Ideally, that view would show the highest-ranked task (record) within that group at that moment until marked complete, then it would be removed from my master view and replaced with the next highest incomplete task.

Hi, I am trying to track the accreditation process and had thought to set each table to include the various components of the levels of accreditation (beginner, intermediate, advanced). However I need the primary field which is the list of personnel names to copy across each table without needing a linked field that would require updating when entering new personnel. Is that possible?

Hi Everyone, I recently started using Airtable and I think the whole tool is great. I am now setting up a Base for planning a private birthday party. Some background information: We are multiple people celebrating together. Everyone can invite people and we want to divide the costs as following: Fix costs (Location, Band, …) are divided equally to all hosts and variable costs (food, drinks,…) are allocated by the number of guests per host. I have a set-up with the tables “Hosts”, “Guests” and “Costs”. The guest table includes all people invited with a link to who invited them. (and vice versa) Important here: Individual people can be invited by multiple persons, so the link is multi-select. The Costs table includes a column “Cost type” which groups them in fix and variable costs. Now I need to calculate the price for each person. I know exactly how to do that in excel: Sum the Fix costs and divide by the number of hosts Calculate the price per person by dividing the variable costs and

Here’s what I want to do (simplified for clarity). I have 5 blogs, and each one has 2 hyperlinks in it, that link out to the others. I want to be able to open one record, and see list of links to Outgoing Blogs, and then click on them, to see the record for those. The info I want to capture for each record in my ‘Blog’ base and are my columns from left to right are: Post URL (locked column), Post Title, Outgoing Links (set to link to another record in the same ‘Blog’ base, aka the Post URL column). The URLs in Outgoing Links are identical to the URLs in Post URL column, but the problem is, when I import my data from a CSV, with multiple Outgoing Links separated by commas, Airtable dosen’t map them to the existing Post URLs that contain all the other meta-data. Instead, it creates new records with just the Outgoing Link url. Does anyone know why this is happening? What am I doing wrong? And is what I want to do even possible in Airtable? Happy to share a link to the base in question, bu

Hi, I want to build a function that duplicates the row for each Weekday IF Weekday is everyday or a checkbox that says “Repeat event”. I am lost on how to achieve this and hope the community a help a poor beginner :slightly_smiling_face: Stay healthy!

I have a column to which records can be added or deleted (Players). In another table I am trying to build a single select type field from which the user can select one option from the Players column. The options for this single select will need to be dynamic, read from the Players column at the time of selection. Is there a way to achieve this?

Hello, my organization collects donated items to sell at market. I have a base with two tabs: A calendar view of events (Collections, Donation Sorting, Selling) and a second tab with a list of donors and volunteers (who are often one and the same). Under the second tab, I have a view form for donors to complete. I would like them to be able to schedule (i.e.select) only future collection dates (we collect every Sunday every week). I need some help… how can I best do this?

Hi First-time Airtable user, I am working to create database for a yearly event. I have the current table of past year attendees and plan to use Zapier during this year’s registration period to send the record when someone registers from the ticketing platform. My question is if the attendee has attended in past years, how to associate that new record with an existing record vs. create a new line? Before the record is added, looking up to see if an attendee with that email is already in the database. If yes, associate that new record with an existing record, if no, create a new line? Thanks! Josh

Hi, what’s an equivalent of each feature of Airtable in Google Sheet?

I have a field set up as a URL. However, the URL does not actually allow click-through in the mobile app, although I am able to use it that way on my desktop. Seems like there is little point in having a URL in the table if it can’t actually function as a hyperlink. Having to copy and paste the link from the mobile app into a browser creates a number of additional steps. What am I missing?

Hello, I am very new to airtable so I don’t know if my question makes any kind of sense. I hope that you will bear with me. I make bath & Body products. So far I have 3 tables with their related fields Ingredients: Name, #Amount/PU (PU= Packaging Unit, e.g. 128 oz), $ Price/PU (e.g. $38), Fx Unit cost (per oz of material: Price/PU :heavy_division_sign: Amount/PU). I entered all the raw materials I use in my products in the Ingredients table, with their Amount/PU Price/PU. Products: Here is where I am having a problem. Below are the fields: Name ( e.g. Body lotion), Ingredient 1 (Jojoba Oil - Linked to records from ingredients, I don’t know how to type the symbol), #Amount/PU, $ Price/PU, #AMT (Amount used in batch), Fx Cost of AMT {AMT 1}*{Price/PU 1}/{Amount/PU 1}. I have these fields for all the ingredients used in the body lotion. Then I have the following fields: a) Fx Cost of Batch: {Cost of AMT 1}+{Cost of AMT 2}+{Cost of AMT 3}+{Cost of AMT 4}+{Cost of AMT 5}+{Cost of AMT

Hi there! i am using airtable to collect and manage various data and as a rudimentary CRM. however, i wonder: is airtable really up to the task to serve as a CRM? i really like it for the quick data entry and possibility to quickly expand and adapt. yet, i have the feeling airtable is not good enough to serve as a real CRM. for example: i want to use it on my android phone to call contacts. i don’t think it’s very user-friendly so i was thinking to link it with google contacts (as i’m working extensively in the google ecosystem with GSuite for Business). however, linking airtable to external tools is very limited it seems, at least without coding custom api integration. notably i am using Zapier but i find there is a huge lack of triggers (as compared to google sheets): i can only push data from airtable to google contacts, and this only ONE TIME (either when a record is created, or when it shows up in a specific view) and i cannot UPDATE datasets, i.e. contacts in Google Contacts, onl

Hey all, I have a big base. 44,740 records. This thing is slow! Searching / scanning a barcode via mobile phone almost halts the app. Desktop experience isn’t much better. Smaller bases works alright. Is it just me? anything I can do or is it a server issue?

My local grocer store is being overwhelmed with email orders due to Corona-19 created demand. Is there a template already that would allow customers to order online for products that would come under a range of Meat, Veg, Fruit, etc

Hi Everyone! I am trying to figure out how to autopopulate a linked table. I currenly have table 1 linked to table 2, but every time I add a new record into table 1 I have to go to table 2, create a new record, and link the record from table 1. There must be a way to organise this so that anything created in table 1 automatically populates linked tables, but I can’t figure out how to do this! Any guidance would be great.

Hello, I have a table to track “back up” task that need to be recorded everyday. So basically, after each back up the staff need to open air table and filled in some data. I use created time to track the time the task is created and the proper workflow is to do this task daily. Now I like to have an automated flow: At 7:00 pm, run a check on “back up” table, If there is a new record for that day, do nothing If there is no new record for that day, send and email to some body I can use Zapier to send email for each new record in AirTable, but in this case it’s another way around. I haven’t find an Zapier command that could check current date and find a matching date on AirrTable, that is the basic to config such an Zap. Any help is much appreciated. Viet Anh

Hi everyone, I’m in charge of finances at a company that has 50+ bank accounts across structures & countries. I do a daily check of balances on a very simple spreadsheet. I basically have 30 columns with previous day data and enter the new daily balance. I’ve always thought AirTable would be a much nicer way to deal with this (as I can group by currency, country, bank, structure for instance). However, updating a record - imo, these should be individual bank accounts - on a daily basis seems to be a struggle. I can think of workarounds such as duplicating records & filtering in a different view ; or creating a separate table with all the raw data and using lookups … but this seems an overkill for something so basic. Any thoughts? Thanks!