Base Design

Hi,I'm looking to secure that some fields are filled out before a user can check a "Save" checkbox on an interface page, since there is no actual "Submit" button we can use. I have gathered from previous answers that there are no native ways to do this in Airtable.To be sure I'm asking again if somebody has come up with something for this?Alternatively, has anybody had any experience with the new DataGuard extension? They claim to be able to do this, but the public info is relatively brief and I would appreciate hearing of any real life experiences. Here's their marketsplace page:https://airtable.com/marketplace/blkg6J9RM61xpauOZ/dataguardThank you in advance,Björn 

I am trying to find a better way of building out our schedule across the entire portfolio.Current setup:Projects tableTask TableFinancials TableCurrently the schedule only assumes the task lead times to do a workback for planning along with a workforward schedule that adjusts forecasted delivery based on actual stage gate progress.Separately we manage finances and track costs and approvals, along with payments, however all of these are linked to the projects. When we hit our budget for the month in our portfolio spend, we end up delaying tasks and pausing development.So what i would like to do is have the workback schedule anticipate the weekly budget and increase LT for the workback so that we can ensure we are starting projects early enough to schedule in their payments.Is there a way to structure this with automations and formulas to avoid having to do this manually for 1000's of projects? 

Hey guys, I need your help!I have 3 tables -1. Projects2. Items3. TasksIn general - each project has linked items and each item has linked tasks.Because that was the goal, the only place where a specific employee is associated is at the tasks stage.Because each task is linked to an item and each item is linked to a project, I knew that if I associated an employee with a specific task, he would also be associated with the appropriate item and task.The problem - the client now says that he does not want each item to have a task.Now, this creates a problem for me because in such a situation I do not have a task to link to this item and then the employee "does not know" that he is associated with this item because there is no task under it.How do I overcome this?Did I build the entire system incorrectly?Do I need to create an "employee" field that we will have to enter at each stage? Task, item and project?I would really appreciate your help!

Hi all@TheTimeSavingCo @kuovonne @ScottWorld Keen to hear how you would go about setting up the subject. Details below;1) Buyers need to make single or multi item enquiries to their delivery location.2) Sellers need to be able to make one or more quotes against selected enquiry items.3) Upon approval from both sides the status moves to ordered. 4) Currently I have the inquiry items table linked to a parent table which holds the buyers details. Likewise with the quote items linked to parent table.5) The sellers needs to view the inquiries and choose the selected products to quote price and quantities against. This needs to create a record in the parent table aswell as the quote/order items tableBuyers then need to accept quotes.Sellers then need to approve.Order becomes final and awaits dispatch.

Hi, how are you?I have one table of leads that has the date each lead entered the system.Another table of advertising expenses where I pull yesterday's advertising expenses every day.At the end, I want to make a total of how much a lead costs me each day.I thought about adding a column in the advertising expenses table where I would pull the total of each day's leads and then divide the expense by the number of leads.But - I can't figure out how to do it correctly without running a lot of internal automation.Could it be that I'm missing something? It seems very simple and logical to me that it should be possible to do it quite easily.I would appreciate your help!Thank you very much!

Hi,I am super new to this. Essentially I want to have a master base that my team and I can work from that is synced to 4 other bases that our partners work on individually. I don't want one partners data to reflect on another partners base. Is this possible?TIA!

Hi friends, I would appreciate your help with something that I have been stuck on for too long..I have 2 tables -1. Students2. Student ActionsIn "Student Actions" I see all the lessons that the students have completed.In "Students" I see the student's status - both his details and I also want to pull the last lesson he took, the date of the last lesson, etc.I was able to use ROLLUP to pull the date of the last lesson, but no matter what I did and what I tried - I was unable to pull the name of the last lesson he completed.Now it seems like something very simple to me, because I need to pull the name of the lesson whose "Autonumber" is the highest, regardless of the date.I was unable to do this and it is really frustrating.I would really appreciate your help!Thank you very much! 

Hi everyone, Following Situation: I have Projects, Reports, and Tasks. Projects are linked to Reports, Report are linked to tasks. Tasks are not directly linked to projects. Now in Projects, I have a Lookup field for Tasks from reports. I really need to filter this lookup field by two checkboxes in Tasks. But unfortunately I can only set filters around Reports: "Only include linked records from the reports table that meet certain conditions..."Is there any way to filter the Tasks directly? Or is there any clever workaround that I am missing? Any help or ideas would be appreciated!Cheers 4

Is there a complete list of these options for record "names/terms"? 

Hi, I have a few tables for different marketing teams, and each team has their own campaigns and dates. Some campaigns have more than one date. I created a master integrated marketing plan where i pull in information from each marketing teams table. The dates end up living across multiple columns in each record, making it impossible to create a timeline view. I've tried formulas, rolling up dates, flattening, but nothing has enabled me to create a timeline view based off one date field the way airtable requires. Any suggestions or workarounds out there?

Namaste Team , I want like this when user fill form based on site name like Traralgon, Ouyen based on there form in that They only DIP value update based on latest filled data How setup in this airtable  this latest data need shown in DIP valueTraralgonType ULP 91 Diesel ULP 98 E10Capacity 36000 40000 14100 5700Dip 18000 18900 7200 10800Ullage 99999 9999 9999 9999 

Hi,Due to rebuilding a lot of our automation to accommodate segment/tag based filtering for e-mail, I need to change my TAG fields. The TAG is a segment or interest area (e.g. nature, sports, food etc), and until now I have used this as linked records from a master TAG table. The automations I built require however the TAG field to be a single select, so I need to transform all of my linked record TAG fields to single selects.If I just change the field from linked record to single select I nicely get the existing values converted into single select values, but it seems all automations where this variable has been used break. There are quite a few automations and it feels both very time consuming and risky to re-build all these by hand.Can you think of another way to "convert" the existing TAG field to the single select type without breaking the automations?Cheers,Björn

I've looked around and can't find a way. I'd like to create a condition group that holds several conditions. I'd like to save it to reuse later.

Hi! I use airtable for lots of things - but a primary use is data entry for a longitudinal study I'm conducting. Each row is a company I'm observing and the columns are observation dates. There are a series of measurements I do at each observation date (~11). Is there a way to bulk create/copy the eleven columns instead of individually duplicating them for each new timepoint?Perhaps I'm not thinking through the problem in a way that optimizes airtables strengths.To me, wide data is better for this use case than long data. I need the data to be exportable for table creation (the table tools in airtable are too rudimentary compared to excel) so this format makes the most sense to me. I also think new records for each time point is not as easy for people to follow for longitudinal data compared to new columns. This data is publicly available so being easy to understand by people not used to datasets is critical. Admittedly, this might be a unique use case. I checked th

Greetings,Is there a way to customize Airtable forms in the following way? I'm building a very basic template of a SignUp system for clients, and I want to build an Airtable-only solution for them that they can use without needing to use Zapier, Fillout, Wufoo, etc.I would like to update the "+" sign in the Airtable form question below so it says something like "+Select Your Session" or to make it a custom image, or something like that. Is there any way to do this through a script, CSS, etc.??? The form looks good overall, but the lone "+" sign really isnt' very user friendly, IMO.TIA,ML 

Hello,I am having trouble syncing records across tables within a single base.Table A has a list of dates and times for appointments.Table B has a list of people who are scheduled for appointments in Table A.Table B, Column "Email Reminder Sent?" is a Checkbox field that indicates whether or not their Email Reminder has been sent.I have "Table B, Email Reminder Sent?" linked so it also shows up as a column in Table A. This way we can see the communications status for each appointment without going to the Table B.The problem is that when I'm in Table A, the Checkbox field is read-only and I'm not able to check/uncheck it. So i can "see" it in Table A, but I have to go to Table B to edit it.I assumed I needed to enable "Two Way Sync" to get around it, but it appears that this feature is intended for syncing between *different bases*. Based on that, I assume I'm missing something that's causing the problem above.What am I missing? How can I have two-way sync between two tables in the

IN a 2-Way Sync, what determines if a field is editable or not?The list Airtable offers seems very random, and in some cases is completely empty.Any suggestions to make a field editable?Some of the fields that are missing are simple text or date fields.

Hello, and thank you so much for reading my post. I have a table of products, variants, inventory, and orders. The reason of the separation of the variant table is because each product has unique variants names (some of the products are single products without variants)im trying to create a form to add a new order and facing a problem when its comes to add a new a specific product/variant.should I select product and then variant and then quantity? Is there a way to make it easier ? Kind of “invoice line” when you select product, quantity? please advise thank you so much 🙏

Hello,First of all, I apologize if I have duplicated this topic, but I couldn’t find the right answer.I’m trying to determine the best practice for organizing data and reporting for a workflow that I believe many others are dealing with.I have a table called PAYMENTS, where we store all payments our company has made. We also have a RECURRING PAYMENTS table, where we track recurring payments that are automatically added to the PAYMENTS table based on the period set up.However, we are struggling with reporting our payments for specific periods, such as a year, month, or quarter. Is there any way to solve this using only the Date field? I’ve tried creating a pivot table to sort payments by months for current year and categories. So far, I’ve created separate tables for Year, Month, and Quarter, each linked to the PAYMENTS table. Payments are then associated with a specific period. I believe some automation could assign these periods based on the Date field.This workflow also wor

Hi All,I am new to Airtable and I would like to set up a Project Management process based on our annual Strategic Realization (SR) OKRs. Each SR has its own project schedule, in some cases more than one schedule, depending on the KRs and deliverables.For reporting and tracking purposes, we plan to:Track project deliverables and milestones within the SR schedules and using a calendar view.Maintain a roadmap view for Leadership.Generate a report with custom PMO metrics.Use a form that, when completed, populates a weekly status report sent to all stakeholders across all SRs.My question is: In this scenario, should each SR project schedule be its own base that feeds into a single Calendar, Roadmap, PMO Metric Report, etc.?Thank you in advance, and I apologize for the basic nature of my question. 

Wondering if it is possible to run the auto-number column, but conditional on another column. We are setting up a purchase order tracking log, and I would like things to autonumber based on the field for who is doing the ordering. So if Steve goes in to create 3 separate orders, he picks “Steve” from the single-select dropdown field “Ordered By” and then he gets a sequence of auto-numbers. For his 3 orders, he would get 1, 2, and 3 (I would have the key column by a formula that creates a unique ID based on “Ordered By” and the Autonumber, so it would probably be “Steve001”, Steve002", “Steve003”, etc etc). If Dave then goes in and enters an order for himself, what we would like is for the auto-numbering to restart for the new single-select entry “Dave” so that Dave’s first entry would get an autonumber “1” again, and the key field would be “Dave001”. If steve then goes to do another entry, he would get “Steve004”. So far, I am not seeing how to do this (or if it can be done). I realize

Hi, I have a Contest Definition Table  that is capturing specific dates related to a contest.  I have start and stop dates for about 5-7 different stages of a contest, so Nominations Open, Nominations Close, Voting Opens, Voting Closes, etc. I have a record template set to create a set of tasks in a separate Tasks table for each contest based on those dates. The tasks are linked to the Contest Definition Table, All of that works just fine.  Each task has it's own Start and End date. There are actuals tasks for Open Nominations, and Open voting which is set based on dates designated in the Contest Definition Table. What I am having a hard time figuring out is how to update theTask dates when dates change in the Contest Definition Table. Thanks for any help you can provide. 

I have a somewhat unique scenario I need help with.  We are using Airtable as management software for a load securement operation we run. We secure loads for a customer at their location. The customer themselves has an older system they use and they don't allow us to directly integrate with their system to get the load information we need. So what we have is a Selenium process that will go to their site every 15 minutes , so we have as close to real-time updates as possible and pull a certain amount of days in the past and future and then export the load information to a CSV file. This then gets dropped on a server where we feed the information from the CSV file to airtable over API to a table. That information then goes from that table to another final one. We did this because, at certain times, users need to manually put a load into Airtable and because of the way we have to get the information into the system, we can't have the setting that would have Airtable delete the record

Hey. I have a gantt chart that shows when multiple items are hired and dates associated to them. Each record is one item and has fields for 'delivered', 'setup for use', 'deadline to be ready', and then 'collected'. This means each record is one item but has 4 dates / time periods attached to it. I dont want to split this into multiple records with steps for each date, as the overall specification of the hired items is dependent on one record per item (this is shared with the supplier as a list to cost up)However when I pull this into the gantt chart so I can get a full schedule, i can only use of the date two fields (start and end date) so I am not getting what I need from it. Does anyone know a workaround for this?

Hey,Can someone tell me where airtable gets the highlighted names from? I can't find any settings. The table is also named differently.BestMatthias