Base Design

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 into the types of d

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 be restored to the default

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 Airtable: Organize anything you can imagine Airtable works like a spreadsheet but gives you the power of a database to organize anything. Sign up for free. Ideally, I’d want to see activity progress for quant. deliverables; a spot to link to the actual outputs; reminders/notifications; something where you don’t need to scroll so far to see all of the details; … the list goes on, but this is to give you an idea of what I’d like to do. Thank you for time. Heather Finn, Operations Director Knowledge SUCCESS, JHCCP heather.finn@jhu.edu

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

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 is, to be able to email the PDF attachm

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 each record for any products (records) nearing expiration at the intervals they are set to. The challenge is that not all suppliers will have the same

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 Screen Recording 2020-05-22 at 08.54 AM.gif Shared with CloudApp We have an airtable set up to list the podcasts we are sponsoring. We have the main scheduling tab (Podcast Sponsoring) as well as the canned reads that we send each podcaster (Canned Read). On the PS tab, we list which product they are sponsoring. Product 1 or Product 2. We want Airtable to look at what is in that column; Prodcut 1 or 2 and bring in the information that is listed for that product in the Canned Read tab. Is there a way to do that?

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 ?