Base Design

I've seen record templates for adding physical location addresses. Where can I find this so I can add to a from scratch table? How should the address be structured to allow bulk uploading?

–– Post with many screenshots –– Hi guys, I have a problem with an automation that contains a 'Sort List' module which sorts records depending on a date.    The record values the module is unable to compare come from a {Start Date} field. This formula field outputs the value coming from one of those three fields: {CALC LinkedIn Conversation Start Date}, or {CALC Email Start Date}, or {RAW Miscellaneous Start Date}. As you can see, the values in the {Start Date} field are not formatted the same way depending on their source field – some values come from a date field, some from lookup fields. This had me hypothesize that the values coming from th

I’ve become pretty proficient in Airtable over the last year and have used it for countless purposes. However, this one is stumping me a bit. Within the same table, I want to link record A to record B, and have that link show up in two separate columns indicating the relationship. Example… I’m creating a base to track cattle for a farming business. One table will have “inventory” to track all of the cattle; previously and currently held. Some cattle will produce offspring and I would like to track this in the same table by using linked records. I would like one column to indicate the parents and a separate column to indicate children/offspring. Here is a basic example: Obviously, the table would track much more information than this, but the link is where I’m having trouble. By adding “parent” to one column, I want the linked record to show a

I want to block certain users from seeing entries within a base that are for a specific client without making a second base for that client. Is this possible?To elaborate, I would like to use ONE base as this is a hub for all company work orders that everyone needs to use, but I want to block some entries within that base that are categorized for a specific client from certain users who need to be restricted. I would like to avoid having to use multiple bases to do this as it just generates a level of complexity and jumping around that users would need to do to go about our day-to-day.

Hi Community,I have created a form to let user fill in the fields. After some time I notice that there are some errors. The errors come from user..1. Miss out an alphabet or a number of a SKU2. Key in the wrong the wrong word.3. Select the wrong dateI'm trying to find some ways to validate the input.Is there anything that allows me to prompt user:1. Prompt user to key the field when he/she forgot.2. Remind the user set the date at X days after the initial date, if the user instead set it at any other days.Thank you!

I'm looking to create a leaderboard that's linked to a form customers can submit whenever they complete some action. Each logged action gets counted as 1 point, and moves the individual up or down the leaderboard. So I guess this has two components: A form and a leaderboard that updates in real-time based on how many actions each individual has logged. Any ideas for how I can accomplish this in Airtable?I'm also a bit stuck on this: When someone fills out the form to log an action, how can I make sure each submission is linked to their specific record in our leaderboard (rather than it creating a new record each time they submit)? 

The documentation seems to indicate that you can set a default value for one or more hidden fields in the Form Builder. This does not seem to work, at least for linked records."Default value - In most fields, you can insert a default value that the form submitter will have to manually adjust, otherwise the default value that is set here will return that value with each form submission. This can be especially useful when hiding the field from submitters such as a hidden status field. The formatting of the default value that you enter will depend on the field type." (emphasis added)I want to use this feature to create multiple unique forms from the same "registration" table for different events - the external client completes a record via the "Event A form" and the new record automatically specifies it is for "Event A" within a link

Hi all, I'm am building a price comparison base which will be used to compare pricing from 1000+ suppliers on a range of products (3000+), but as a former Excel user, I'm struggling to mentally picture the base.I understand it would be one table for products and one table for suppliers, but I'm not sure how I structure the records to report on the cheapest supplier price.So if Product A is sold by supplier 1,2,3 & 4:1. How do I link each supplier to the product with their respective price?2. How do I get a column to show the cheapest price and from which supplier?My brain automatically reverts to rows for products and columns for suppliers, but I know that's a  spreadsheet mentality and I will regret it as the data grows... Any help sincerely appreciated!

Why do we use the Data Set feature? What is the point / benefit? If the data set is fed from one table in a base, then why can't we simply sync this table out to other bases in a workspace?The guide doesn't clear this matter up in my opinion.https://support.airtable.com/docs/data-sets-and-verifying-data-in-airtable

Say I have a base with a table that has a parent/child relationship with itself.  Projects with parent/child projects, Tasks with subtasks, Contacts with links to a fiance or manager – there's a lot of use-cases for linking a record to another record in the same table.  The problem I'm running into is that two-way sync doesn't allow you to edit linked records to the same table.Linked records in two way sync is so great, and it fixed soooooo many things in my workflow – but I can't figure this one out.  Links to the same table are not editable in the target base as far as I can tell, but I really really want to be able to make changes to parent/child relationships in a target base. The only way around this I've been abl

When I linked field data from table A into the field on table B, I noticed that there were fields that created automatically on table A. that linked with table B. How can I stop this action? I only want data from table A to show in table B. Thank you : ))

Hello! the view bar that is supposed to be at the top of the airtable page, in particular such options as “hide fields”, “filter”, “group”, “sort”, “color” etc do not appear on my airtable app when using on my laptop. Same time, option to customise fields with the same above mentioned functions (filter, sort, hide field etc) as well do not show along with the dropdown arrow which is usually located next to the field title and is the way to see list of the above functions. Is there any way how to restore those options/functions and get the view bar with all the fucntions? thanks a lot in advance for help!

I am using fixed for my rescheduling logic for date dependencies in my project management base. The primary reason I am using fixed is I need to be able to create buffers between dependent tasks (i.e. tasks with predecessors). Let's say task A is request a copy of bill from provider and task B is review bill.  I know that task A takes minimal time so I set it to start today and give it a duration of 1 day. Task B is also pretty straightforward and takes one day so I also set its duration for one day BUT it takes up to 30 days to receive a copy of the bill and it's out of our control so I want task b to start 30 days after task A ends. In the timeline view addressing this is pretty simple. I just define a buffer value for the dependency of task a and b.The challenge I am having is that when creating a project using a record

I have a table of transactions with a date, the date is formatted in dd/mm/yyyy.I want to import more transactions from a CSV, the CSV is also formatted in dd/mm/yyyy.Simple import right? Wrong!On the import mapping page, the CSV data is being picked up as mm/dd/yyyy even though nothing in my base is in that format. As a result it's confusing the dates and losing half of them.The only way I can make this work, is to change the date field to a single line text, import the data, then change it back to a date in dd/mm/yyyy.Am I missing something or is this a bug?Pics:My table:My CSV file:The import page:

Hi all - here’s my set up: Table 1 - [3 designs] with [multiple components each] Table 2 - [many interview questions] each tagged with [a specific design component] and [one of 3 interview guide types] In Table 1, I link to the interview questions for each component. This is great! I can see which interview questions have been developed for each component. In Table 1, I also want to include which guides the component is tested in. If I add the lookup, it repeats the guide name for every single question. This gives me a set of ~10 “Student” tags and ~10 “Advisor” tags - I really just want to know which of the 3 guide options (student, advisor, instructor) each component is tested in. Is this possible?

I have a table that uses a form to enter meeting information including who was there (linked field to another table). If I need to add new people to the people table through the meeting form, is there a way to do that?

Using Airtable to do staffing plans. Basically we have [Projects] which have [Phases], which in turn have [Staffing Needs] which [People] can then be assigned to ([Assignments]). For reasons, the duration of a Phase can vary from a month up to a year. This means for some projects a single person may be have 12 separate assignments -- this allows us to have the specific workload/allocation someone is putting towards an assignment vary month over month (e.g. John is working on Project Airtable with 10% of his time in January, 15% in March, 5% in April, etc.)A critical interface is a Project view where we can look at an individual project and see all the people working on it.I have been able to do this using Timeline views easily, and also with a bit of regex magic to select a project and a specific month and get a list of individuals and their allocation for that one month. But what I really want is a list/grid view that is each per

Hi,I’m trying to update our CRM’s product listing with upgradeable pricing. The current structure is simple, one record per product, with price as one of the fields. Customer orders are directly linked to products sold.Now we need to update prices. The challenge becomes that if we just update the existing products’ prices, historical data such as value of sold product would change, and any reports would change totally.I have seen in similar systems that products may have Valid From and Valid To fields for prices. Or perhaps for the whole product record, I’m not sure.Testing this concept I’m able to build a logic that tests if a product price is valid TODAY. I guess I could duplicate the whole price list, and use some “Valid today?” formula to determine which product to link to an order. But this would mean soon having a lot of rows in the table, depending on the frequency of updates.So I tried to place “price validity” in an own linked table, with

Sorry for such a basic question but I'm having trouble and getting this figured out. We have an online educational community and I'm hoping Airtable will let me have a better view of our community and allow me to automate certain tasks.I have data in different Bases from different sources:LearnworldsSome automated data that I used a Zap to show new user registrations (New LW Users base)Some static data of enrolled users that I download on occasion (the new user registration Zap does not provide much information, but, gives me an idea of what new registrations there are and what needs to be manually imported) (LW Users Uploads base)StripeAutomated webhook through Make that pulls in new subscribers (Subscriptions (Stripe) base)Google Sheet BaseWe have an onboarding survey that collects information. Compliance with filling out the survey isn't perfect so I'm looking fwd to using an automation with

Hi there,Is there a way for us to use a custom script to trigger the Data Extraction extension? I understand we could utilise .csv export, but this doesn't enable to only export specific information, but the whole table.Many thanks,Thomas

I need to enter a record with additional spaces in a text string of a column (single line text) . Whenever I add the text string ‘a b’, the system sets the text string to ‘a b’. How can I prevent that spaces are being removed. Thanks Jan

Good afternoon (UK). I’ve just signed up for a year of Pro. I am surveyor dealing with commercial property and much of work overlaps with that of a lawyer. I’m not new to database design, having been using Filemaker for years (but only in flat form, not relational). Currently I use Clio (law practice but I’m finding it slows me up) and a combination of Devonthink Pro 3 and Scrivener for my law library. I am planning on using AirTable for my law library and for task management (client contacts, etc, property info, etc. I have added a couple of templates to get a rough idea. I have 2 questions. Would it be better to have a separate base for my law library or does it matter if one base contains dozens of tables? Where a field is for a person’s name, is it better to have two fields, one for first name, the other for surname, or one field only. tia

My son has just had major surgery and is now home to recover after a very close call and 2 weeks in hospital. He is on a heavy medication regime and I need to do blood pressure, oxygen levels and heart rate recordings. Wondering where to start with a base where I can just go to one section to fill in what I do at any one time. Such as7.30am, Med 1 + Med 3 + Oxygen level1.30pm, Med 2 + Med 4 + Blood Pressure readingAnd then have it all show up for easy access for the doctors. I have tried a few options but keep getting a little lost, I am not new to airtable, and use it for many things, but my current state is just making it hard for me to think where to start. 

Hey everyone! I have the following challenge in airtable:I have 3 bases and tables:Catalog: Products, Categories, GroupsInventory: Products (synced with the products table from Catalog), purchase orders, purchase order itemsOrders: Sales Orders, Sales Orders Items, Products (synced with the products table from Catalog)In inventory, In the table "Products" I'm calculating the available inventory based on the Purchase Order Items quantities in a column called "Available QTY", but my issue is: how can I add a column called "Sold QTY" which sums the product quantities from the table "Sales Order Items" from the base "Orders"?When I sync the sales order items into Inventory, the issue is that makes me sync also the Products table from Orders base. So I end up syncing 2 times the products table in the inventory base and the rollup doesn't work because each table is referencing different synced "Product" tables

Hi everyone,I'm working with the Kanban view in Airtable and wondering if there's a way to modify the tooltip that appears when hovering over a status or add a "Sub-Status" field to provide more details. Right now, I have stacked columns for different statuses, but I'd like to display more information without renaming them completely.Has anyone found a way to:Show a "Sub-Status" field in the Kanban view?Modify the tooltip that appears when hovering over a status?Add descriptions directly in the stacked columns?Would love to hear if anyone has a better approach!Thanks in advance!