Base Design

Hello everyone, I’m designing the content layout for my team and I want to group relevant data items under common names like what we can do with “Grouping” button in Excel. For example, I have these data points: Overview: Company Name, Country, Status, Sector, Sub-sector, Stage (I want to group these four data points under the “Overview”) I also want to collapse/expand the view (with the “+” button as shown in the image) Thanks a lot for your help!

Hi,Hi, I’m new here and need help setting up a basic leave tracker for a small organization of up to 20 people. I want to automate notifications and maintain the leave database efficiently.Any assistance would be greatly appreciated!

Hi, I’m part of a small growing business. We are looking for inventory database options as we begin to expand. I was curious if any other food-related businesses use Airtable for their inventory tracking? If so, how’s it going? Do you believe Airtable will be a good option as your company expands and grows?

I welcome some quick feedback on my Base / Tables set up.   I have multiple projects I manage and after 2 months of using AT I’m increasingly concerned I’m digging a hole based on a flawed setup.  Is there a resource for me to get 10-15 minutes of evaluation / input?   

My team’s use of Airtable is growing a lot this year. As we develop new bases, there is basic, teamwide information that is repeated in tables across those bases. For example - locations, events, people.I’ve researched synced tables and feel like I have a basic understanding of how they work. Often, though, my experience is that I learn while building or doing work that a certain feature doesn’t do what I thought it would do based on my research.So I’m just looking for community feedback on this approach - perhaps setting up a base that houses tables with these basic details and then syncing those to multiple other bases. Are there limitations on the way you can use/interact with data that is coming from another table that make this not worth it? 

Following the advice to have all info on one table and use views, I have successfully created a one table base for my law library. For views separating case law and articles, for example, is easy. I have a field in which I enter a letter according to the subject. eg for cases, enter C, for articles enter A. For a different project, I should also like to have a one table base, but am unable to work out how best to add records where each primary field record (the record in the primary field) and its different fields have numerous records in the same field. For example: Existing Setup: 2 tables. Table 1 and Table 2 In each table I have 3 fields including the primary field. In Table 1, this primary field is renamed Property Next field is Y, the next field is Z. In Table 2, the primary field is Date. Next field is Location, next field is Notes. Location field is linked to Y in Table 1. Add 5 records: In Table I in Y enter Lindon enter Birmingham In Table 2 Record 1 Primary field Date I ent

Hello everyone,I have a Google Sheet with multiple tabs, including one main tab called DATA which is updated at regular intervals. The other tabs in the sheet rely on this DATA tab using IMPORTRANGE and other formulas, so I can’t isolate or split it into a separate sheet.My goal is to sync the DATA tab into Airtable, ideally in near real-time, so changes in Google Sheets reflect automatically in Airtable.The problem I’m facing is: Airtable’s direct import only works with single tab Google Sheet. I cannot split or isolate the DATA tab into a new file, as it will break all dependent tabs using formulas. Has anyone successfully set up a sync in this kind of setup? I’d appreciate recommendations Access a specific tab from a Google Sheet Keep the sync live or near real-time Avoid restructuring the original Google Sheet Thanks in advance!

I'm struggling to set up a two-way sync between two tables in the same Airtable base: Clients and Campaign Management.Here's the Setup: Clients Table: Contains a full list of clients and their program levels. Campaign Management Table: Used to track each client's active campaign status without cluttering the Clients table with extra columns. What I’m Trying to Achieve: When a client is marked as active on a specific campaign (e.g., Facebook) in the Clients table, that status should automatically appear in the Campaign Management table. If the campaign status is turned off in the Campaign Management table, it should also reflect as turned off in the Clients table. Essentially, the campaign status should be mirrored and editable between the two tables in real-time. The Issue: The "Sync Linked Tables" feature under "Share and sync" seems like it should work, but it's greyed out and unavailable when I try to use it. Question: Is there a way to achieve true two-way syncing between the

I’m new to AirTable so forgive me if this has already been answered. Is it possible to create one form that will enter records into two different tables? I am making a form to enroll a student. The first 4 fields, Name, village, birth date will go into a table of students. The next 4 fields: semester, year, study group would go into another table as these would differ from year to year. Thank you in advance for considering my question. Rob

Heya community!I have a main table of tasks (source) which is two-way synced out to a few different bases depending on their category/who’s responsible (long story short).In this source table, I’d love a way to have a button open up the record from within one of the specific synced tables. I have a sad feeling this isn’t possible, but would love any help figuring this one out!I know from the synced table I can do this very easily back to the source, but I’d love a way to do it the other way.I really hoped that the record ID would stay the same in both places so I could create a URL that combined the new base/table with the existing record ID, but alas :(

Can Airtable manage version control with attachments to ensure that when a file is replaced with the new file, only the new file is visible or clearly identified as the current version whilst retaining access to historic versions?Any best practise on how to set this up or use some form of approval work flow? Thanks, 

 I am looking for the best way to set up an Airtable to keep track of a lot of book publishing details with minimal repetitive data entry and as human proof as possible. I’m on the free plan.  The situation:I have several book series (Power of Five, Dragons, Talonswood, Trident, Draken). Each book series has multiple books. Each book can be published in multiple formats (ebook, paperback, hardback, discrete paperback, discrete hardback). Each book is being translated into multiple languages (English, German, French, Italian). After translation, each book, in each format, needs to be uploaded to several platforms (KDP, Kobo, Ingram, Tolino, D2D). Not all books get uploaded to all platforms. For example, English language books don’t get uploaded to Tolino.  I need to somehow keep track of this mess so me and my assistant know what’s been done and what hasn’t. Also would be good to keep track of an error log so we know what’s needs to be fixed.  how would you set this up?? 

I have an existing list of barcode numbers in my base.  I need to be able to scan a stack of corresponding barcodes and have Airtable check off that barcode so that I know the barcode from the list was matched with the scanned barcodes.  Is there a way to create this in Airtable?

Hello, we are a Charlotte-based organization and started experimenting with Airtable in our Operations department and now are trying to build Airtable for our organizational project management. We are looking for a contractor/consultant that is ideally in the Charlotte area and able to help us with our base, tables, interfaces and dashboards, ideally building it in a way we can easily manipulate in the future, if needed (e.g. no code?)  -Susan 

Hello! I am looking for an advanced questionnaire, either in Forms for Airtable or an integration. I would need it to be in sections (each section having a little header with directions), and an if-then conditional type of response, where if they answer a question one way, the next thing pops up based on that answer.Any thoughts on how to do this in Airtable or what integrations may be best for this?Thanks!  

My organization is implementing a new Airtable base structure complete with integrations with Softr, Fillout, and Make. It’s a complex build that has taken over a year to build. We recently upgraded to Business to take advantage of higher record limits and 2-way table sync. Now I have learned of the limitations of the 2-way sync and I am doubting everything.We were advised to design our operation in two bases; let’s call them People and Things. About half of the tables in each base have been synced into the other base. Here’s the problem:A table in People (Names) is synced to Things The synced Names table needs a rollup from a table in Things (Furniture). A linked field and the rollup are added to the synced table. We need that rollup back in the People base, but it does not sync back because of how 2-way syncing works (records sync, not fields native to in the target base). So, we sync Furniture to the People base - it includes the linked field to the Names table on Things. We try to

I shared on our Wix site the Airtable calendar. All looks good. But if the public clicks on the View larger version link, along the bottom right, it opens larger and shows at the top Using “Reserved Date/time field, customize labels , filter and sort. Filter and sort is fine but how do I remove “using Reserved Date/Time and customize labels. It looks weird and confusing to public. I am on the free plan.

Airtable has come a long way from when I first started where I had to pair it with Excel to get earnings and cashflow projections for my small freelance business. I now have four extensions that give me data I used to have to calculate with Excel, but I’m missing the fifth that would let me ditch Excel completely, and this extension needs the following formula: Projected Available Next Month - Fixed Number=“Left to Earn (negative)/Rollover (positive).”I have the first part to get these numbers and then I have the method to use the answer of the equation to redistribute those numbers in AT according to whether I’m short or flush, but I cannot get that middle calculation in AT.FWIW because my income is so variable, this data lets me even out my earnings and pay myself a regular paycheque. I started doing it manually on paper, then with Excel, then I started in AT and continually improved my base as more features came available. I really want to get to the point that I can ditch Excel and

Does "commenting" an entry count as a modification regarding the default value "last modified date" ?Thanks !

I apologize if this is the wrong forum.I am new to Airtable looking for someone to set up simple DB to keep track of customers.A table with maybe 6-10 fields. Will need to import current old DB, which I can probably do once the Airtable is set up or may need assistance.Thank you,Michael McDonnellcontact: mikejmcdonnell@gmail.com 

Hi There!I'm developing a resource allocation base for my team, where tasks may involve multiple collaborators, each with distinct daily availability and varying percentages of time commitment. While assigning resources at the project level is an option, it doesn't accommodate the differing daily time percentages required by each collaborator. How can I structure the template to effectively account for these variables?

In our base, we have a field where users can select a project from a linked table. However, we want users to only select from existing projects, not create new ones. Currently, the small "+" button still appears next to the field, allowing users to add new projects—something we want to prevent.Is there an easy way to disable or hide the "+" button in a linked record field without locking or restricting the entire field or table for the user? We're looking for a solution that allows selection from existing records but completely disables the creation of new ones via this interface.Screenshot to show that often projects are added by incident - which we would like to prevent 

Hi Team, I would like to understand, how to automatically reset the form sub-field values, when user change the parent input field. Here is a simple example,Form has two fields, Country and State which is dynamically populated using Linked record feature State field will be shown displayed, only when Country field is not-empty (ie, only when user selects the country, state field will be enabled for selection) Once user selects the Country and State, and when we clear the country selection, then automatically state field is getting disappeared as per the condition mentioned in step-2 When user selects the country again, State field is shown, but with previously selected value We do not want this field to show the users previous selection, because user has changed the country , hence we want user to reselect the state freshly and not showing the previous selected value 

I started my WooCommerce store already before I heard about airtable have can I collect the product information already published to create a base and add new products to this base to publish on wordpress store regards Linda 

Hi guys,I have an Airtable base with several tables, including one for “persons” and another for "sectors".The "sectors" tables link persones to fields specific to a sector.In the interface, for a specific sector, I had created a Kanban view where the stacking field was set to the ”person” :“Person” stacking field is availableHowever, after changing the interface, I noticed that I could no longer select the "person" field as the stacking field.“Person” stacking field doesn’t appearI have tried to replicate the table from the older version but I can’t manage to make the “Person” stacking field appear again.Could you please help me understand what might be causing this issue? Thank you! Marino