Base Design

I am so disappointed in the updated Record Review layout. My team was satisfied with the filtering and sorting available with the legacy element-based record review layout. I am trying to find a way to customize an efficient arrangement of fields, but all I can do now is list them one per row..? I don't want to have to look for an Airtable alternative just to build an attractive record browsing interface.

Hi there,I'm facing an architectural problem for which I haven't found a solution as of yet. This problem is linked to the way I handle revenue and payment depending on the client type – small company or big company.Here's how I decided to structure my database to handle revenue and payment for small companies:And here's how I decided to structure it to handle the workflow for big companies: But this leads me to the following problem in terms of database design. I could have found a solution to this problem by:breaking the [Revenue Items] – [Client Sessions] direct relationshi

Hi there,I am hoping to build a form which allows individuals to 'verify' the data we have on file for them. For example, say I have a phone number and an account number I want them to confirm. I have this data in a table, and want some way to have this in the form with a yes/no tickbox to allow them to confirm that the details are correct. However, using the prefill form links I am only able to get these as editable sections. I don't want users to be able to edit the prefilled entries but rather to just verify or not verify them as correct. Any pointers on how to achieve this would be greatly appreciated, thanks!

Hi, I'm facing an Issue with importing data into Airtable. I have date prepared in Google Sheets which I'm trying to import in 4 diffrent ways: just copying the range (data table) and pasting it, exporting the .csv file and trying to import it, exporting the .xlsx file and trying to import it and also via Google Sheet connection. I have tried diffrent types of date formats in Airtable. In all cases importing dates appear one day before the date, so that once I have the date (screenshot from Google sheets): TestDate2025-01-15while importing it appears to be (screenshot from Airtable):   Has anyone faced such issue?Thanks in advance, Best regards, P

I have a base with several tables and lots of linked records between the tables. It has become necessary for various reasons to move one of those tables to its own base.Is there a way to move that table to its own base while preserving all the linked records to the other original base?  I'm struggling to find a good example or guidance how to approach that.thanks!

We assign employees (N=65) to Job Type (N=5) and Job Title (N=many) every six months.Before we begin, we know the employees and the job titles.There are two phases: assignments and distribution.Assignment:I assign individual employees to individual job types and titles.Distribution:Employees get sent a list of their job assignments for the work period.We need to:Make sure that every employee has a job type and title.Make sure that every job title has an employee.What is the best set up for this kind of task? Is it just one big table? is it two tables (employees, jobs)?I FEEL like this is a job for linked records, but no matter how hard I try, I can't figure it out--I've been doing this on a spreadsheet but there's gotta be a better way (particularly because I have to do this twice per year).-Scott

Hello all, I need your brilliant brains!I am new to Airtable and I am hoping to create a base to rule them all, so to speak. Basically, I am a small biz owner and a single mum with ADHD and I am just drowning right now and I need to turn things around and manage my time a bit better and I'm hoping Airtable can (and you) can help! I am thinking I'd like a base that I can use to map out my capacity in regards to the projects and tasks I have and sort of timeblocking my day. I'd love to be able to have time spent on tasks adding up so I can see when I am approaching the capped amount and/or when I have gone over. I want to be able to plan a weeks worth of tasks for the business, allocate to my subcontractor and reshuffle tasks around because, life happens. I would love to have a simple interface where I can view all of the data.I'd also like to have a base for each of my projects so that I can report back to the client about what has been acheiv

Hello,Is there a way to change the time format from a 12-hour to a 24-hour time format for the timeline view (as well as the interface element)?The calendar view seems to do it automatically, however, I can't find a setting or any info on the support pages.The columns are formatted as 24 hr.

 Hi guys, On my [Revenue] table, I'm trying to compute the expected revenue that I'll get from a client. The client processes payments twice a month after the work sessions are completed. We have struck a deal that spans multiple payment periods. To this end, on my [Revenue] table, I'm trying to set a dynamic filter on a lookup of the `Sessions` field, which is itself a lookup on the [Deals] table. I want the `Sessions` field on the [Revenue] table to display only the sessions – hourly sessions or weekly sprints – that ended after the `Work Period Start Date` and before the `Work Period End Date`. This would then allow me to sum the compensation due for each session within this work period with a rollup. The thing is, it seems I can't

I have a database for our retail stores. The main table's first column is a formula that combines the store's name and the store's number with a " – " in between. For example, "1234 – Joe's Discount Hardware".I need to import data from a report that only has store numbers. I know could use the CSV Import extension by setting it to merge with existing records and set the merge field to the store's number.However, where I really need it imported is into another table in this base. This is where my roadblock is: Since the linked store identifiers are "1234 – Joe's Discount Hardware" but the report's identifiers are "1234", is there a way for me to link them?I did try bringing in a lookup field that show's the linked store's store number. But it can't use the lookup field as an identifier. Then I thought I'd found an answer by making the table's first column be =storeNumber. However, when I tell the extension to merge

I have a base with a field "Company" that is a linked record.Ultimately, I want to pre-fill my form with all values inc Company.First, how can one pre-fill a Linked record field? Seems like it isn't possible.Second, even if it is possible, how can I allow the creation of a new such Linked record from the form?

Hi Airtable Community, I have the following problem:I have a Projects table with columns Assigned Budget 25, Assigned Budget 26 etc.I also have a table “Orders” which is linked to the project table. This means that several purchase orders can be assigned to one project. Each purchase order is also linked to table 3 Financial budget.So there are projects that can have several financial budgets. Each project can have different purchase orders which can also run on different financial budgets.However, the projects are not directly linked to the financial budget.Projects to Orders (1 to n)Orders to financial budgets (1 to 1)Now I would like to have the sum of all assigned budgets for each calendar year in the Financial budgets table. So I need to somehow get the values from the Projects table into the Assigned Budget table.Any ideas?Thanks & bestMirko 

Noob here. Frankly don't know where to start, and my mind is whirling with the results in the community, so let me describe what I'm going for.I've created a form that allows my community to report data in four areas for a health challenge: calories consumed, exercise calories, water consumption, and sleep hours. There's also the date and the person's name in the table.What I want my community to see is a summary of each of the four areas for the current month. I'll embed the view on a web page. Rollups, aggregations, linked records — I'm starting from square one in using Airtable and haven't figured out which and how to make this work. 'Lil help? Thanks!

Hi! New-ish to AirTable and very much appreciate your help and patience!I am trying to create a timeline or calendar view that displays all of our acting clients' working dates for every single film/TV project that our clients are/will be working on. For instance, I need a way to quickly view and edit the statement, "Charlie Chaplin is working on the film MODERN TIMES in NYC on 1/15-1/27, then 2/2, 2/7, 2/9, and again on 2/23-2/28." Additionally, I need to quickly display a client's working dates on a particular project to answer the question, "When is Charlie Chaplin available in Q1 and not filming MODERN TIMES?"  The problem is that I do not love the idea of creating several different start and end date fields for individual days (ex: 2/2, 2/7, 2/9) and short date ranges (ex: 2/23 -2/28). It does not seem like I can just select all the the dates a client works on from the existing date field(s), it only allows me to create a range (start date an

Is there anyway to hide certain tables from certain collaborators? I’m using Airtable for my business and want to link financials to projects. I have employees who I want to update records on my projects but not have access to financial information or client information. Is there anyway to do that? If not, I cannot continue using Airtable in my business…

I have data from an outside program that essentially has 300 questions from form submissions as columns and the rows containing Yes, No or N/A answers. I need to organize this data in a way to be able to get totals for how many yes/no for each question and come up with percentages for how often something is a yes. Thank You

Explore various ways to organize customer details, including grid view, calendar view, gallery view, and form view, giving you easy access to their information. Set up automation to send reminders to customers about upcoming events. Sort, group, and filter data by tags, categories, or fields based on your preferences, ensuring everything is neatly arranged to suit your needs.

Okay I think this might be a tricky one but let me know if you have any answers. Here's the basic concept. I'm producing a summer concert series and I want to create a budget and expense tracker. I want have a couple things I'm trying to accomplish.First, I want to be able to create a budget and allocate an amount of the budget to a certain category (labor, rentals, food, etc.).Next, I want to be able to track how much we are spending on each of those categories for each show. (Show 1: $1,000 on labor, $5,000 on rentals, $150 on food, etc.)Then, I want to link those together. For example, I want the show totals for each major category to then update the overall season long budget (the first item). Ideally, there is an interface with three pages. One is the Overview dashboard which shows the total budget, total spend, and remaining total budget. It would also show each individual category with total budget, spend & remaining. The secon

Is there a way to give a user access to 1 base in a workspace, but not another? Thanks!

What I'm after *should* be easy. I have spreadsheets of information that I manage informally. The rows of each spreadsheet are records that would ought to filled & updated by outsiders. Obviously there's a limit to how much we can do via Google Spreadsheets -- I can't assign ownership to each row.  So it seems like this is where people upgrade to AirTable. So here's the things I need, beyond what I see in the demo tool:It's a fair assumption that the first row is the field name. The second row is my description / help text. Can the import tool support that?Data is often never as primitive as we like. Is a map type supported? This could be edited through the form. I need to broker access to each row. I'd like to click on each row, "assign to group", and then email the owner of that group; they can then manage access for others who would update that row. How would they be charged? I imagine I should have to pay something for that

For a linked field, is there a way to limit record selection to a view based on the user?I have a Task table, with specific tasks for specific users.I have a Time table, where a user selects the taskDepending on who the user is, I want the only the tasks meant to be available.The only way I've been able to figure it out is to create multiple linked Task fields in the Time table. Not ideal.Thanks, David

From my research, I think the answer to this question is, "it can't be done", but I'm hoping I'm missing something.My base has 3 tables:Waiting List - this is the "main" table, listing the people on the waiting list.Events - defines the events for which people may be waitlisted.Site Types - lists the possible site types that could be available to a person on the waiting list.Here's a highly simplified version of the base that illustrates the setup.Each record in the Waiting List table is linked to a single Event Name record in the Events table.Each record in the Events table is linked to one or more Site Types in the Site Types table. This link field defin

I am trying to create a way for people to subscribe to a newsletter. The first form allows them to put in their name and email address. It works fine. I set a field called "Status" to Unconfirmed (as Single select type).I will then have an automation that will email them a link to a form update (with the record_id() etc).  I want the form to just have the Submit button (in which I change the label to "Confirm Email".  I can have the Status field on their for them to select "Confirmed", but I'd rather it be passed in, hidden and changed to "Confirmed", so when they submit the form the status gets set to "Confirmed".So I have the edit form (in fillout), I created the URL id of Status, and I set the formula to "https://forms.fillout.com/t/rBuRDxxxxus?Status=Confirmed&id=" & R

I have a form that is submitted daily by members of our team, and due to how the AirTable base was initially set up, it defaulted to GMT when our company is in EST, so when we default to 'todays' date, after 6pm EST it will jump to the next day. Is there a way to set up everything to use EST without messing up the data in our base?

Hi allI currently use Xero for my accounting (invoicing, billing, credits etc).Airtable is my order management system.I want to be able to create the accounting pipeline (invoices etc) in Airtable and have this upload directly into Xero.If I make an update to any fields in Airtable, I want this to update in Xero where relevant (invoices, bills, credits, contacts).Does anyone have experience with building a Xero equivalent that they could roll out for me? Would want it to link with my bank and handle tax returns etc.Otherwise any links to relevant videos/posts?Xero works well but I want to minimise double data entry and then no need to pay Xero fees.