Base Design

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 my share link looks like this. If you go to the last record, there’s a link (View larger version) to view the who

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.

Hi there We use FreshDesk for our support requests. When a support request is closed the FreshDesk ID is put into an AirTable base that has all our customers and their organisations and their purchases, so that we are able to see their full history when we have contact with them. I want to be able to close a ticket in FreshDesk and trigger via Zapier the creation of a new record in the contact and sales AirTable base. The contact and sales AirTable base has three tables related to contacts: Contacts, Organisation (there are sometimes more than one contact for an organisation) and Contact Interaction (where dated interactions are kept for Contacts). I want to be able to link each close FreshDesk Ticket ID with the appropriate contact, either creating a new contact and then a new interaction for that contact, or creating a new interaction if that contact already exists. I’m not sure how to do this. I’ve been working with views, thinking I could build a zap that writes anything new in a v

Hi there! I am wanting to have a view in my To-Do list table that groups tasks by time they are overdue. So, I would like the groupings to be: Overdue less than a week Overdue between 1-2 weeks Over 2 weeks overdue I am thinking that I need to have a formula that calculates the total time that the date is “overdue”, and maybe use an IF formula to then classify the times, and then outputting a “category” (e.g. 1 week) that I can then group by. Am I going in the right direction? Has this kind of thing been addressed before? I have searched and could not find anything directly related to this.

Hi everyone, I’m new to Airtable. I wonder if anyone can please tell me how I can reorder the fields in this view please? (see attached image) I’m sure it must be very easy but I just can’t seem to figure it out. Thank you!

Hi everyone, hopefully this is posted in the right category, I had a hard time finding a better fit. Let me know if its not though, and I can move/delete the post. I was hoping to get some feedback on whether or not Airtable might be a good fit for our start-up. Parts of this may be vague, as I can’t get into specifics, but hopefully I am still able to convey our concerns/needs. We are a company that sells a hardware/software bundle to larger companies to be used for collecting and storing text data (imagine we sell a barcode scanner that collects data about various barcodes). Currently, the hardware uploads the “barcode” entries into an excel sheet that is accessible via the hardware/software bundle (it comes with a small tablet like device that can access the excel sheet). We are looking to transition into storing each of our client companies’ data on separate cloud databases. We are considering using Airtable to host the cloud database, but had a concern about the pricing: I am awar

Hi I’m trying to upload a large number of PDFs as attachments while creating new records. I have 100~ named folders with 1-3 PDFs each inside them. I am attempting to use the gallery view to upload all of the file folders simultaneously and create a new record for each folder that will have a Name text primary field that corresponds to each file folder as well as the PDFs within those folders automatically linked in the record’s attachment field. Should I use a script to do this? Is there an upload functionality that already does this? What is the best way to go about this process? I have these file folders stored on both an online server and stored locally if that gives me more options on solving the problem. Thanks

We use tables to add tasks we’re working on. Since different departments need different information, we use different tables for those departments so they have their own tailored table. One thing they all have in common is a “Time Estimation” field. In my main table, where we gather our projects, we link out to those task tables. Project 1 – Design Department Tasks – Programming Tasks – Animation Tasks In the project table I’d now like to have a summary of all time estimations for a project from all different departments. Currently it’s a bit of a hassle as I have to create a lookup or rollup field for every table and then add another field with a formula to calculate them together. This only clutters my project table. I’d like to skip one step and have a formula field that can directly access the other tables: {design department.time estimation}+{programming department.time estimation} This would de-clutter a lot of tables for us. Is there anything like this on the horizon? Cheers C