Base Design

I’m new and just learning Airtable. I know that other flower farmers use Airtable already, but I haven’t found many resources about how exactly their Workspace is set up. I’d love some input regarding keeping track of items such as a master crop list, year to year crops, maps, task calendars, inventory, clients, products, newsletters, vendors, etc. It doesn’t necessarily have to be flower specific as the veg community has a ton of overlap. 

Lets say I am linking a People Table and a Projects Table.In the People table I want a column that has all the Projects Associated with that specific person. In the Projects table, I already have all the projects listed along with the associated person. When I ‘Link from Another Record’ from People to Projects, nothing populates. I’ve tried the LookUp as well but nothing populates as well. 

Hi everyone, I have a problem with Lock view. I have a view that I lock so that other people can’t modify/change my data listed there. but when i try to share this view. the toolbar for fields, group, sort, etc is not locked and the person that is using the shared URL can use it.Is this a bug or thats just the way it is?if yes, then is there a workaround for this?thank you in advance  

I have a base indexed by project name. Each project is assigned a salesperson and a department number. I want to learn how to create a task template within this base. Each project will have the same set of tasks/subtasks. It would be great if there’s a way to automatically populate a task list when I create a new project in the base. Any direction you can provide (guides, etc.) would be greatly appreciated!

The app doesn’t retain login. I login into the app as normal,  go through the bases etc.. no problem. After close it by swiping the app (so it’s still running) or by terminating it, when restarting, the app asks me to login again. I just submitted another issue with Airtable app crashing on uploading images so this seems a separate issue with this current version.Submitted ticket for both issues but I am wondering if anybody else experiencing this. I live in the mobile all so this is quite a problem for me. In the meantime I need to create a Fillout form to be able to update Airtable records.  

Hi,I am importing raw data periodically, let’s say monthly.Every import includes a data field with the date of import.Given the repetitive imports, the key differentiator (let's say Supplier ID) is repeating.I added a locked view where I filter by import date.=> I now want to analyse the data for two of the imports, e.g., 1. January and 1. June and see if any supplier was added or removed and what data in a specific field (e.g. performance) has changed. The closest I got was partly manual and didn't work: I copied and pasted all Supplier IDs from both import dates into Excel and then removed duplicates.In a new table with auto number index, I added that list into two linked Supplier ID fields, and each of the fields linked to the views 1. Jan und 1. June. Then, I added two look-up fields for the performance of each date.My goal was to have a list showing either the relevant performance per different date fields or bla

I’m having an issue with two-way syncs in Airtable.I have a Source-A table in a Base 1, which is synced to Base 2. In Base 2, the Target-A table is linked to a B table.The problem arises when I want to remove duplicates in Source-A: I have no way of seeing whether one of the duplicates is linked to a record in B in Base 2. If I merge duplicates and delete the one that is linked to a record in B, the connection between Target-A and B is lost.How can I prevent this loss of links?I tried using the Dedupe extension on the Target-A table, but I got an error saying I don’t have the necessary permissions.I understand that if Source-A is synced to multiple bases, removing duplicates can be problematic because additional da

(I suspect this has been answered before, but I’m having a hard time figuring out how to search for it. Apologies in advance.)I have a table that includes several hundred rental product models. This table is called ‘Fixtures’.I have a table for individual projects called ‘Projects’.For each given Project, I will want to link a Client (I know how to do that) and then I want to create a document where I can list an allocation of equipment needs for the project that pulls in data from Fixtures.The final output needs to be a multi-page printable document that looks something like this…--ProjectClient(Qty) (Fixture B) (Qty) (Fixture Q)(Qty) (Fixture AN)… --So this is roughly equivalent to creating a sales estimate, but ideally pulls in data from the Fixtures table to then populate additional related info.If anyone could point me to a relevant sample base or offer any insight, I would

Hello Airtable community,This is my first Airtable project having previously used Trello and Monday.com.I am looking to create a project management tool with standard features (client, contact, team member, project, etc).  Where I am getting stuck when mapping out/setting up is:Projects are to have a start and end date (proposed) or a timeline that can be changed depending on progress on-site. This ideally will have subitems as stages or tasks. I see this as quite straight forward. Team members will be assigned to a project, which can change daily. For example: Team member 1 works on Project 1 next week, however on the following week we need team member 1 on project 2 for 2 days, then back to project 1.  Equipment/machinery TO be treated similar to team members or as items? So they can also be allocated to a project for differing times.With the above in mind, my boss would like to continue sending out a daily (

Hi there, It has been a while since i last made any significant updates to my Airtable projects so I am a bit rusty. I am struggling to find the best way to create “a table inside a table”....I have a table called “Quotes” that has these fieldsQuote ID (single line text) Option (some clients will review different configurations) Line items (multi-select)I want the Line items field to select multiple (static data) records from another table called “products” and then list them inside the quote record. Is this even possible? Any other way to achieve a similar result? 

Hello,I am endeavoring to create a social-media post manager/tracker to coordinate reposting of the same centrally-approved content on the same dates by many different agencies for various campaigns.  The first table contains a record for each content item with the posting date(s) assigned, along with the agencies who will need to post; since there may be multiple posting dates, instead of a Date field, I have added a table just for dates to make this a Linked Record selection.  My second table, which has a row for each selectable date, pulls in the content to be posted on each selected date with a lookup for the agencies tied to each. This is intended to be the table that contains views specific to each agency for their own status updates, filtered to show each agency's approved content assignments (via the "Msg Approved by City" checkbox). This is how I would like it to work when the base is put into use.  Note that I tried to use A

Hi I am extremely confused by Airtables Linked records and dependencies. Former Access User - I am used to the process of a query design where one takes two tables, identify the matched field on both tables and then having the ability to create a new table with the records from both tables or update one table based on that field relationship. In airtable I can’t see to find a way to do this.I keep creating a linked record in airtable from one table to another and it’s empty.. if I make a lookup field up it wants me to add things but I have the data in both tables I just need to manipulate. I have watched and read airtable instructions over and over and it’s not clicking!! 

I use Airtable as a logbook for the vehicle (TABLE1). Each row = one trip. I would like to use automation to send myself an email when an oil change is due. So I need to total the miles driven (from TABLE1) and compare that to when the oil change is due, which should be placed in another table (TABLE2).Is it possible to create one record in TAB2 that still shows the current SUM column from TAB1 (same number as in the summary bar)?I don't want to use a rollup that has to be manually updated each time.

Hi Airtable Community, I have created an interface with a dashboard. There, budget amounts are given as a number based on our financial year. Now I don't want to have to adjust all filters in the number configuration every year (when the financial year changes).Does anyone have an idea how I could build this dynamically so that I only adjust the FY once and it takes the current year into account in all filters? best regardsMirko

Hello! Who is an export in building short term rental inventory systems in Airtable?I work for a A/V production company that rents out LED Tiles and Audio equipment to trade shows. We'd like to build an inventory system that tracks gear getting rented to specific jobs and clients.We'd also like to be able to download what we call a "pull sheet" which is a nicely designed PDF that lists all of the gear getting rented for a specific job. Is anyone up for helping to build this out?

I'm a pretty novice Airtable user, and I'm currently on the free level.I have created a contact management table. My main table is labeled Contact Log. It then has 15 other tables that I use, such as notes, email address, phone number, pending action (multiple-select field), follow-up needed (check box selection), etc.Is it possible to create a new table, perhaps called "Follow Up," that shows only the data from my Contact Log table where Follow Up Needed " is checked?I know I can filter and sort my initial table. But would ideally like a whole new table with that data.I also have a few other tables id like to create based on criteria being met. But I'm sure I can duplicate the process after seeing it how it's done the first time.Thanks

When I click into a record from a gantt view the fields are in a certain order. I want to change the order and have been told to go to the original grid view in the table and change the order there. Only problem is that view was deleted a long time ago and I now have dozens of new grid views. changing the order in them doesn't seem to impact the grid view. Any tips or advice? Airtable support haven't been able to help.

I would like to have a database that I could track winning lottery numbers. Should I have a column for each of the numbers? I want to be able to run a summary on the amount of times a particular number is used in a winning combination.

Hey there heavy-lifiting Airtable power users (i.e. full time consultants, developers and similar)!I recently engaged in different discussions with fellow consultants on what factors affect base performance (e.g. speed) the most, trying to come up with a robust conclusion and hopefully a list of factors ordered by magnitude of impact (not the list below which is just me putting some of the factors out there to kick-off the discussion). •Number of Records: Probably super big impact?•Number of Fields: Does having more fields significantly slow down the base? How much vs other factors?•Number of Views: How much do multiple views -even if not opened- affect performance? vs other factos?•Complex Formulas: Are complex or nested formulas a

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)?