Base Design

Hello, Newbie question here :frowning: I’ve got two forms, purpose is around whats working well, engagement etc - one for field sales, one for office staff (who talk to field sales). One data source is an inbound or outbound call from the office - form A, contact type will be inbound/outbound 2nd data source is sales people can complete a form when they are “on the road” - form B, contact type will be “webform” In the grid that collects data from both forms, can be an webform have a default contact type of webform? I see you can hide fields, but that hides them completely. This is same/similar to this question in post “Default values for hidden form fields” can’t link direct sorry… Any news or workarounds? All help greatly appreciated.

Dear community I am trying to add colour to a bunch of records, however, I do not want the colours to be linked to the content of the record. I wonder if there is a way to manually add colour to groups of records, so that not all records that have the same text have the same colour. Is there a way to do this? Best, T

Hi, I love using Airtable but having some issues with managing project work. E.g. Exactly when work is going to be completed and work all that out using the calendar system. An was wondering if anyone knows a solution to this. An example of this is we have a Project being worked on with multiple different sections involved in getting in completed. An really what we want to know is if there is away. To get a snapshot of where the project is at (e.g. When the work is scheduled, how far through the work are we and finally, if there are any roadblocks). We need this on the calendar, as when a Client calls we can quickly look when a projects larger sections are booked and when we are expecting outcomes to be completed.

I run a tree care company employing ten people. The company owns a large collection of climbing equipment - ropes, harnesses, karabiners etc. (Assets) Each item of climbing equipment is assigned to a different member of staff i.e Tom = Rope A, Harness B, Karibiners C & D / Mark = Rope F, Harness J, Karibiners Y, Z I would like to create a base to record weekly checks of this equipment. Every week I would like each member of staff to check the condition of their equipment and record as a checkbox ‘Pass’ or ‘Fail’ I am new to Airtable and just getting my head around how it works. Can anyone guide me on how best to arrange the tables within the base. Nick

Hi All, I am trying to link a record on one table to a record in another table based on a a field in the first table. In this situation, I am working on a base bwhich I am intending to use as a budget and am working on the “Credit Card Transactions” table. My goal is to use the “Card No.” Field, in which is the last 4 numbers of a credit card provided by the bank csv., to look up the card ending in those for numbers in the “Credit Cards” Table. Btw, I did read Conditional Logic-ish Linked Records but didn’t think it would work in my scenario. I would appreciate any ideas! Thanks,

I have two tables, one that is built in-house (say, INTERNAL) and one that is supplied externally (say, EXTERNAL). I don’t trust my external data source, so what I want to do is find all records present in INTERNAL and missing from EXTERNAL. If I were working in SQL, the query I would write would be something along the lines of: SELECT a.*, b.* from INTERNAL AS a LEFT JOIN EXTERNAL as b ON a.primary_key=b.primary_key where b.primary_key IS NULL I want to avoid using record linking; there are over 100 records to do this for, and my understanding of linked records is that they have to be done manually. Having to do this manually would defeat the entire purpose of using a database tool to speed up my workflow. Can the above analysis be done strictly within Airtable, or will I need to write an API script to emulate a JOIN?

Hi Airtable: I would like to set up a basic base with one table to calculate two different expenses. I would like to start with the grand total amount for 2020 and then minus the two expenses, as they come up and then give me the new grand total. I am just not sure how to set up the calculating functions. Thank you, Mary K

Hello, I am trying to make a base that will track truck usage for our fleet. It’s just about done but I need a multi select field for each truck . I thought I would be able to reference another table and not have to fill out every staff member for every truck multi select field but I can’t see an obvious way of doing this? It seems like a basic function so I’m sure I’m just overlooking something. Any help would be appreciated. Thanks

I have a table, called ‘Industry,’ with 2 columns of Industry type codes. The first column has many repeat values in it, the second column are unique values, for example: Manufacturing Textile Mills Manufacturing Apparel Manufacturing Manufacturing Paper Manufacturing In another table I have a column called ‘Industry level 1’ which contains values from the first column of the table above (Industry). I’d like to add a 2nd column to it that’s a single select that looks up the values available for Manufacturing and displays them as the choices for the 2nd column. I’ve seen a range of questions like this asked but none answered that didn’t invoke JSON and code. Is there some way to do this natively in AirTable? Thanks!

Hi there! I’m fairly new to Airtable. I am working on a base to track bid requests, assembling an estimate and tracking orders for a construction company. Using the base template for a product catalog, I’m making some progress, but am stuck when it comes to pricing. The majority of our builds are custom and we are just beginning the data capture process. Right now, someone can fill out an estimate form. Then we review home plans, and identify material required to assemble an estimate. An estimate includes material prices + manufacturing time + our labor + delivery (optional), etc. I’m stumped on the Material Pricing Table. The two main components are wood of some variety and steel/hardware. Each component has several potential vendors (listed on a different table). Any help is truly appreciated! Columns as I see them are: Material Type (Doug Fir); Type 2 (Rough, Free of Heart Center, Box Heart, Kiln Dried); Size; Length; Vendor; Quantity, Price, To

I’m trying to migrate my inventory management into Airtable from GoogleDocs and I have a feeling it will do what I need it to do but I seem to be stuck in Excel thinking. Currently in GDocs use three sheets to manage stock. First with all the items individually listed by order of unique serial numbers, second with item descriptions assigned to each SKU code (this is then pulled to first sheet) and lastly a stock counting sheet where I simply scan serial numbers during a daily stock count. First sheet then checks if there’s a match of its record in the third sheet and if there’s a match it simply displays a “Found” message, if there’s no match it marks an item as “Investigate”. I tried to include images but apparently I’m not allowed images or links for some reason :frowning: In case this is relevant, the lookup formula for the stock count looks like so: =IFERROR((IF((VLOOKUP(A2,count,1,FALSE))=A2,“FOUND”," ")),“INVESTIGATE”) The closest I get to replicating this

I have created a table for our small architectural firm based on the “project tracker” template I found in Airtable. Once a task is completed, I need to be able to hide the task in the table view so that it is clear at a glance where there is work to do for each project (and have the option to unhide for when I need to review task history). I have worked out how to filter tasks by their status in the Task tab but seem to be unable to do so in the main table. When you are looking at the table, there’s no way to distinguish completed tasks from incompleted without opening up the row, and looking through all the tasks, which is causing me problems in meetings. Right now, the owners have me manually adding asterisks to the text of completed tasks AND I’m having to delete most completed tasks anyway, because they really pile up on the table view since I can’t hide them. You can see an example of what I’m saying in the “project tracker” template. In that template, under the

Where do I find my invoice? Thank you

Hi, I’m a first-time Airtable user testing out the User Research template. Is it suggested to delete the sample data records and add your own records, or is there another place in Airtable where records get created?

The records in one of our main tables are legal cases. Each case has the same set of tasks that need to be done to it. When we create a new case record, we want to automatically create the appropriate set of tasks in a task table and have them connected to the new case. Can we do this? If so, how? Thanks!

Does anyone know if there’s a way to autofill the project details box based on the Tasks or Task Type? It would be great as we have specific projects that repeat and it would save time to not need to fill out the project details each time we create a record.

Hi. Is there an opportunity where we can aggregate all interactions for all customers inside one company into one view? Our goal is to not having to browse each contact to see what has happened within that company.

Is it possible to reference a specific Field in a Table from another Table in the same database not just the Name of the records but a specific field with in it. Such as currently only the first field shows up when you used a linked record. Is there a way to say pick a record and display a field from that record OTHER then the first field?

I have threee tables: Projects, Phases and Tasks. In each project I have different phases. Record in Tasks is linked to Project. In Tasks I want dropdown field with just related Phases to selected Project.

Can we have several sub-records for one primary field ? We make a quotation based on several quantity ranges. So all fields are the same and only the quantity and prices are different.

Hello, I’ve a Linked Table with many entries which are populated by this linking feature. I’d like to add a field that counts all linked entries belonging to that entry. All I could find was the build in Count feature, but it’s only applicable to 1 entry. I’ve been trying different formula combinations, sum, lookup, count, counta. no success yet… How to calculate this?

I need to collect data from my customers asking them what issues they are facing. Is there a way in airtable for me to sort that data by repeating/common topics? For example if I ask what prevents them from pursuing their dreams and 500 people were to say ‘time’, how can I make it so that time is at the top of the list above less common topics so that I know it’s a big concern for my customers?

Hello Airtable users! Newbie here to the community and beginning to dabble into Airtable as well. Trying to do my 4th project in Airtable, the first 3 were simple directories and inventories. This one is a bit more complex and I am struggling. This task that I do happens every year during Lent in our Diocese, I am trying to hopefully automate it from now on to some extent or at least make it visually easier. My yearly task I send out a Google Form to all the churches in the region (roughly 40) and ask for their service schedule during the time period of Great Lent. Everyone fills out the form, I generate a table that lists the churches and their equivalent Lenten service, convert to PDF, post online and distribute. I thought about a dedicated calendar that people can subscribe, but it might be too cluttered. (Example, if all the 40 churches have the same service time on the same day, -which does happen) But again, think about i

I am asking for some advice. I am working on a problem that I have with my Base. That problem is that I am attempting to automate data updates to one table from 4 other tables on a weekly basis. The puzzle is that I am tracking events that occur on each of these 4 tables on a weekly timeline. These events are by employee, in the case that they incur a trackable event on that week. We are tracking these events on a week (or month) per the time stamp on each occurrence. Each event results in either a positive or a negative score. This score is then subtracted/added to/from a credit on a different table. I have run into two problems. First, I tried to roll up each occurrence on the Employee directory. Rolling up there created an accumulation of points, not tracking by week. I then did a look up on the table with that person’s weekly stats. That repeated all the scores from each week to every week thereafter, making that occurrence manipulate their score every week instead of just the w

Hello Airtable community. Newbie here. I recently come across the Airtable app on android and I am hooked. I am a beekeeper and I want to track progress of my bees using Airtable. I have multiple bee houses with multiple beehives in them. I think that Airtable will be great for that but it has some quirks that I hope I will be able to solve. I will have multiple bases. One for each beehouse. And there will be approximately 60 tables in each base. One table per hive. Because I can’t share views between tables I will create a view in the first table and then I will duplicate this table 59 times. I have a few quirks to solve. The biggest is. Is it possible to have filters for bases? For instance. If one or more hives have some problems to solve it will be easy to set the filter to the whole base instead of search for each problem in the table individually. It will be awesome if I can export the whole base at once. Can it be done? Have anyone had problems wi