Base Design

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 Autonumber for the primary f

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 major culprit, especially if they reference many fields?•Formulas on Rollups: Do rollup formulas or those within linked records introduce additional delays?•Extensions: Do various extensions influence base responsiveness? Even if not used?•Interfa

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 the two lookup fields must not have a date data type, but must be arrays.    But three things seem to contradict my hypothesis:1. the two lookup fields have date formatting in their settings2. when I applied the DATETIME_FORMAT function to those records values in a test field, I got no error3. when I sor

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 cross-link under the offspring to show the relationship. I’ve been able to do this by creating a 2nd table that links “family ties” and

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 linked records field (connected to a separate "Events" table) that the external client never sees. A different client could fill in a different, separate "Event B

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 able to think of is to make a second table to handle the relationship, probably like this:It's a little ugly in the data view, but it works well enough in interfaces in the target if you use a view and not a field:This approach works fine, except for

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 template I can add the task A and B along with making task A a predecessor to task B thus enabling automatic calculation of task B's start date b

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:It's not even getting the month correct.Very frustrating   

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?