Base Design

We are a nonprofit that does contracted training, and I have set up a base to track the workflow from initial inquiry to completed training (with # of participants, etc.). Still struggling to get usage, but hopefully with some recent tweaks to interfaces, that will improve. I’m adding some automations to speed up the process and get more consistency- i.e. having a proposal auto-generate from the data entered, and then when final to have it auto-generate a contract. I’m using Fillout.com to gather the official info (oftentimes the contracting entity and signer are different than the person we’re working with directly), and then plan to use Docsautomator.io to generate the contract.  My question is… from a “safety” standpoint, i.e. not losing essential data, do you see any difference between saving the contracts in a Google drive and using a URL field to store the link, or using an attachment field type and “inserting” the document?  I do have

Hi everyoneI'm wanting to share my Base with a new employee who's role is head of marketing.I dont want them to be able to see financials etc so only want them limited to tables relating to their role. Currently we have all our tables relating to our business in one Base.Ideally they would be able to edit the AT base backend as some things are easier that way than setting up interfaces (e.g. uploading bulk new leads) and also they can set the base up how it works for them doing their role.Is it best to create a new Base and sync it or a seperate base without 2way sync?I'm currently on the Team plan that is level down from Business plan that allows two way sync. ​@ScottWorld ​@TheTimeSavingCo ​@Mike_AutomaticN ​@MloganAirtable Appreciate any ideas from you guy

Create a Year View in Airtable’s calendar. I do not care that others have suggested the same. I do not care what the responses have been. I will continue to create discussions to request the feature until you do. Do not reply, it won’t be read.

Hello,  At the moment we have our planning tool in google sheet - per name / per day / what to do (fixed sessions per week) I want to add the planning to my airtable base (which i have done now) BUT:at the moment i have per day - per person - per week But if i have to change the date every week - it will be a task extra How can I do this so that I have a planning for weeks/ maybe months etc.. 

HelloI'm looking for an airtable expert who can create a multifunctional base for my Amazon business I have a fairly clear idea of how i would like it to function but don't have the time or skills to put it together. Please get in touch and we can discuss in more detail if you think this is something you can do for me Many thanks David  

I’ve run into a problem that I can’t solve.I’m using a Rollup field, and I need to get the total for the previous month.I’m using the filter “Date – is within – the past month”, but it gives me the total for both the current and previous months.When I set fixed dates for the previous month (from the 1st to the last day), the calculation works correctly.Below, I attached a screenshot with my filter settings and the result.I expected the numbers to be the same with this configuration, but they are different.The issue is that I can’t use fixed dates, because I need the period to be calculated dynamically.  

Hi team!I have to create an app to analyze interviews, extract discussed topics and suggest social media posts, based on the topics. Similar to the one Alex McDonnel showed here.It should have three datasets: Interviews, Topics and Posts. Omni created the app and filled it with some examples. Everything looks great, but when I add the new interview no topics or posts are created.Could you tell me how to fix it? 

Hello, I am syncing my calendar to Airtable, but once I did so out of the items on the calendar it is broken up into two separate kinds of events, so a sure-fire way to be able to separate and organize them is item one right now I have an automation whenever and events/ record is created it tags (single select) either one or the other with Nobody edit permission as very rare will items float between the different types. Secondly, so many of the calendar meetings are canceled or deleted. I want Airtable to follow when that happens, but also snap back live on the calendar if it is brought back into the calendar. Anything to help me head in the right direction would be appreciated.

buongiorno a tutti, ho bisogno di aiuto perchè non riesco a concludere quest’operazione:mi occupo di vendita di merce, ho creato una griglia con varie informazioni, tra le quali esiste la colonna nella quale viene visualizzata la data della merce in uscita.mi piacerebbe che quando questo cliente risulta “uscito” venga spostato in un’altra grigliacosì da avere un elenco di clienti da consegnare, e nell’altra griglia merce uscitagrazie 

Hello everyone, I started a new job at a company where I’m trying to structure how Airtable is used.We have a view that’s publicly accessible, but we don’t know which account it’s tied to. We want to delete it, but without knowing the account, it’s impossible.Do you have a way to help? Thank you for your help.Maxime

Hello!I’m looking at building a forecasting tool for a seasonal sales business and I’m not sure the best way to set up the base table My dream is a Forecast App/Page (currently happy with out Softr interface) that; #1. has a list of all products, with 2024 sales, 2025 sales, and then an editable field for 2026 Forecasted Sales#2 can be expanded upon to see a listing of customers and their purchases of said product (ideally with quantities and gross margin)#3. The forecasting and customer sales data is only visible to the relevant salesperson (sales code) My question is; what is the best way to set up the database. Currently I have different tables for Salesperson, Customer, Items, 2024 Sales, 2025 Sales (this is over 6000 entries), and then a forecast table that summarizes total item sales per sales code for 2024 and 2025 and has that 2026 Forecasted Sales column. Am I on the right track, it seems like I’m

The public link cannot open the mobile page on my phone.The page opened on the phone shows the desktop version. I’ve tried all browsers and also tested on my friend’s phones.  

Is there a way to wrap the text in a filed name?

Hello, I need to create a database for a fire station with:- A table for staffing levels- A table for scheduling training sessions- A table to indicate which personnel were present or absentWhat I'm doing isn't very efficient. Could someone help me? I'm new to Airtable and its many features.Thanks

Hi everyone,I’m building an Airtable base for product data management in pet nutrition. The goal: automatically generate “Article Passes” – structured text outputs with all packaging-relevant details (composition, analytical values, additives, storage info, etc.) in multiple languages.My structure: Products → general info Product Versions → recipe & design versioning Packaging Units → GTIN, article number, recycling info Analytical Constituents / Additives → linked via junction tables Multilingual Content → texts for a number of languages At the moment, I use Rollup fields filtered by language (e.g. Language = DE/EN/IT) and combine them into a big formula for multilingual output like:🇩🇪 GermanShort descr

Our small creative team uses Airtable in a KanBan view to manage client workflow. Each client has a base. Within each base, we typically include the active teammate assigned to the task as a field on each record. This allows us to manage team bandwidth for that particular client, but we still have to manually manage our teams task assignments across various client bases.Is there a way to pull records from different bases within a shared team workspace? We’d like to have an internal view stacked by team member.

My sync stopped working even when I manually sync. When I have investigated what the issue is I did find out that sync stops working when the source base is inactive which could be the case here. But how do I fix this issue without losing any data? I have tried resyncing to the original view and also syncing to a duplicate view. I’m lost. 

I am seeking to set up a new base for my Podcast with all the lessons learned from using airtable the last several month, however I am unsure the best way to go about planning a whole new base.  Is there any suggestions for best practices?

I am evaluating various platforms to build a custom production scheduling application for a client.  Here are some details:Customers place orders for products they need produced Each order can have multiple line items for different products they would like produced Each order line item needs to be scheduled on one or more machines to be produced. The scheduled jobs for each line item need to be run sequentially, but not necessarily back-to-back.  In fact, some products need to sit for a set period of time after one job before it can be consumed by the next job to make the final product If the date of the first job scheduled for a line item needs to be adjusted ahead or back, the other subsequent jobs need to be adjusted by the same amount of time as well.  For example, if a customer orders “Product A”, which needs to run on “Machine 1” on 3/20, then “Machine 2” on 3/21, then “Machine 3” on 3/25, if the job scheduled on “Machin

I have an Airtable base for events I host. We get repeat attendees at the different events. I would like to send text messages to the participants at a particular event if they opt in for text messages. I have this all working.The issue I need help with is that I’d like to keep a master list of participants and their phone numbers who have already opted in at a previous event so they don’t have to opt-in every time. I’m looking for suggestions on how to handle this. When I add a participant for a new event, it needs to check the master opt-in table to see if there is a match. There will be records that don’t have a match as they have not completed the opt-in previously and opt-in records that won’t have a participant as they are not attending this event. As I write this, I’m wondering if an automation is where I need to go for this???

my question is regarding FormsI have a table countries with country name as main field.in my main table clients I have a field client_country filed which is a field linked to table countriesI want to create a Form view of the clients table.For the field "Client_Country I want to display a select dropdown to select a country among the list from the table countries  Instead of that, in the form besides the field Client_Country, I have a button "Add a file", which is not what I want  Can you please guide me to get the possibility to select one country from the list of countries ?  Many thanks in advance

Hey all —My team and I build white-labeled mobile apps for treatment and recovery programs, and we’re finally moving a lot of our client intake and pre-development process into Airtable.We’ve got most of it built out — linked tables, a client-facing form, a few automations — but before rolling it out, I’d love to get a quick sanity check from someone who really knows their way around Airtable.Ideally just a 30-minute screen share to walk through what we’ve set up and get your thoughts on structure, permissions, and anything we might be overlooking.If you’re up for it, drop a comment or DM me. Would be super appreciated!

 I’ve been building an Airtable app for my team (about 10 people) at a foundation. We make a lot of grants across different programs, and I’ve been trying to create a central hub for all of our work. So much of what we do overlaps that it just made sense to keep everything in one app rather than splitting it up.Right now I’ve got about 15 tables:  organizations, projects, tasks, budgets, inquiries (from email), notes, annual budgets, program budgets, etc. It’s a big base, but I’ve built separate interfaces for each program, so even though the back end is large, the front end feels really clean.Some folks on my team have suggested that each program should have its own app, with a master one where everything rolls up. I’m not sure that’s the best approach. it feels like it would add more work and complexity.Curious what others think.  has anyone else gone through this decision? Does keeping everything in one well-structured app make sense, or is it better t

Hello I thought this would be simple to figure out but somehow its not working for me.I have 4 tables.  They are all linked together.  Each field in everyone of these 4 tables has a common Dept Code (this is their link to each other).  Also in each of these fields is a field Associated Program.  At times we may need to edit the data in the Associated Program field.  If we do this I would like that update to appear in all the other tables as well.  I thought if I linked them this would be the case.  But they are linked on the dept code?  How can I create something that would update this other field in each of these tables.   Thank you, hope this makes sense.

Just posting this to check if there is some kind of systemic issue happening, or if this s***storm is unique to my Org. Airtable status says fully operational but something is definitely wrong.My Organization has several bases that are currently experiencing a complete collapse in their functionality. At the moment, we have 4 bases that cannot be accessed reliably, and 2 of these can’t be accessed at all. The bases can’t be loaded by any user, on any device, on any network. We have tested access from many locations and this issue persists.These bases do have some syncs set up between them, but nothing outside of what I have built many times for other clients with no issues.This appears to be an extension of an issue I have been working with Airtable support on for months now, but have made no progress:When updating the configuration of a base, updates take 30 plus seconds to occur, and always throw an error saying that the operation fa