Base Design

Hi all!My team and I are exploring using Airtable as a tool for our Software QA team. We are looking to use Airtable to hold our QA tests and testers' results. Has anyone used Airtable for this before? Do you have any templates you would recommend? Any input would be appreciated. Thanks! 

I have a simple linked table. There is a table of CASES with a bunch of fields and then another table called CASE ACTIVITY which has scheduled activities for each CASE, so the tables are linked by CASEID which is the primary field on CASES.That all works fine. Under CASE ACTIVITY each row is a dated activity, so :CASEIDScheduled actionDate65Sent for review10/10/202465Publish findings12/10/2024I would like to have a formula field in CASES that shows the date when the next activity occurs. And I started with a formula field that simply said "MIN({Date (from Case Activity)})" but it returns a value of zero.Ultimately it would also need to not pick dates that have already passed.Any ideas?

As someone in the shapewear and waist trainer industry, managing inventory efficiently is crucial for maintaining a successful business. I’m currently exploring Airtable to streamline this process and am interested in learning about different strategies and templates that others have found effective.Here are a few specific points I’m looking for insights on:Tracking Sizes and Styles:What fields do you recommend for tracking different sizes and styles of shapewear and waist trainers? I’m considering creating fields for size, color, and style type. Are there any specific layouts or formats that have worked well for you?Automating Inventory Updates:Have you implemented any automation in Airtable to update inventory levels automatically? I’d love to hear about any scripts or workflows that help keep track of stock levels in real time, especially when items are sold or returned.Integrating with E-commerce Platforms:If you sell shapewear or waist trainers online, how have you integrated Airt

Hi Some of my team are having trouble clearly viewing what days / weeks the records are in within the TIMELINE view as it feels like there should be gridlines or at least column lines, not just the blue 'today' vertical line.Is there a way to toggle these lines on or off does anyone know, or would anyone want this feature too?TIACharlie

Hi there!  Sorry - this is probably simple - but I'm having trouble finding a simple solution for the sample issue below (pretend scenario for ease of explaining):I own a fruit store, and I sell individual fruits & bundles of fruits:Table 1: Multiple records of Fruits (apple, orange, banana, watermelon, cantaloupe)Table 2: Multiple records that are Bundles of Fruits (Red Bundle contains apple & watermelon, Melon bundle contains watermelon & cantaloupe) where I have the Bundles linked to the Individual Fruits recordsTable 3: I would like to create a third table that would be my Total Inventory - so each record in this third table is the individual Fruits as well as the Bundles.  I would like to have this third table autopopulated, so I don't have to remember to manually update the Total Inventory table every time I add in a new individual fruit or bundle.Is this possible?  And the reason I want this in the first place is that I would like to create a separate

I have monthly price lists that I'm looking to combine into a "master" combined price list.  The appended base provides 3 monthly price lists, along with a 4th table that exemplifies the desired output table.  In the "Combined Price List - Desired Output" table, a field is allocated to each of the respective monthly price lists.  I'm looking for a way to automate the creation of the 4th table.  Ideally, the 4th table would update if the monthly price list tables are updated.  Base Link  

I am a student and currently working on digitalizing and automating the administration for a dance school. The Airtable base is already set up and in use. Now, I want to implement additional features and make adjustments. I am working within the same account that the dance school uses.How can I create a kind of development environment where I can experiment and test new features, while keeping the current Airtable base active and unchanged? I would like to implement individual features into the active base only after testing.Does anyone have a suggestion on how to proceed?

Our company has an inventory of office supplies, which we track in a table called 'Inventory'. This has fields for item description, photo, quantity available, location, etc.We want to create a system to create "checkout orders" and select multiple items, similar to a shopping cart. We want to do this through interface pages.I know I'll need 2 other tables: 'Orders' (overall requests) and 'Order Items' (items requested in order).The question is how to create an interactive workflow to place items into your order.I'd like to have a List or Gallery starting page, which displays all the items in stock. I'd like to do something like a checkbox or button to add items to my order. (I imagine you'll need to create a new order first.)However, if I just make checkbox field on the 'Inventory' table (the master list), this is seen by all users - which prevents 2 users from "shopping" at once.Does anyone have a suggestion for making a good experience? I want to avoid jumping between pages: looking

I want to use airtable to build the application form that people submit and goes directly into my base when applying for a job. This particular job has 100 questions, and we're expecting a relatively high number of submission. The application form itself has conditional formating "like if YES to question 17, then there's a 5 more questions on that for you". The questions are sometimes drop down, single line text, long text, multiple select, and single select. How is the best way to do this? The reason I'm thinking of using airtable is because I want to filter responses as much as possible.

Hi All!Looking for a quick gut check on a build method...record templates vs task template table.Path 1I've built out the base this way task template (table C) and have it all structured,  tasks (table B), and a project (table A). So when a form is submitted it creating a record on (table A) an automation is triggered that reads the project type then finds the related tasks (table C) creates copies of them on (table B) and then links them to the project. This happens for each project created. Path 2I've built the same idea using the record template feature so when automation form is submitted to (table A) the automation is fired that looks to see what program type it is and then updates the record using a record template of the same name and adds new tasks to (table B) linked to the project. There's obviously a lift on the system to run the automation and do all the steps/complex logic work in the first version and an extra table that is not needed in the 2nd. Having the

Alright, I've watched all the YouTube videos I can, and have looked in here for help and I'm still stuck.Problem I'm Trying to SolveAs an interior designer/home stagerI want a "shopping" page of available inventorySo that I can click a button and select and item for a jobI have a grid set up, which includes all the inventory we own for staging homes. I also have a gallery view of that table. What I want to be able to do is have one of our non-technical interior designers come to the gallery and see only the available/in-stock items, I haven't tried tackling that part yet, but it seems easy enough. The part I'm stuck on is I want them to be able to click a button and add it to an order or "shopping cart" if you will. They can just scroll through, click a button for the items they want and in the end, end up with a list of all the inventory items we need to pull to stage a home. Is this possible?

The relatively recent addition of "default to current date" is really useful on date fields, where 95% of the time the user is going to select "today."However, it seems that the field doesn't use our local timezone, unless I enable "display time." I don't want to have to enable "display time" as our bases are designed to be used on mobile, so it's always a challenge to keep views succinct. Is there a setting I'm missing, or is this a bug in Airtable?Here's a couple of screenshots:Showing the variance in the baked in "created date" field and the "date" field, which defaults to current date.  Here is the edit history of the "beetroot" record, showing that the user (me) didn't accidentally select a different date.

Apologies if this already exists in the Community ... If I create a Base (Base A) that has a Table with 100 contact records (for example), can I create another Base (Base B) that has a Table that links to Base A? Then, if I update a record in Base A, it gets updated in Base B and all Bases to which these records are linked/ propagated?Thanks in advance.

Hello,My organization has developed a great app in Airtable for our really unique use case (context at the bottom). The functionality of the app is really, really great. The user interface design and usability is poor and is now causing problems, and I'd like help improving the user interface.The biggest problem is that we have so many different datapoints that we need to access, that our "Grid View" tables are too wide, so we can't see all the information at one time that we need to see. How can I transform my Airtable user interface into something that's really helpful and usable? All the data is there, and it works well, but the UI is too complicated. Does anyone have recommendations, best practices, or resources to help me understand how I can do this?I also considered using "Record Viewer" interface, but I need the "high level view" of all records, not just "zooming in" to one record at a time.I'd love to use List View and have a "2nd Row" of fields I coul

Dear community,How wonderful would it be to have the functions of: https://track.toggl.com/timer in Airtable. I would love to be able to activate the current Airtable time tracker per project (start, pause and stop) in an interface and get reports per project, sum of all projects, per week, per month per year. And be able to manually override (because it occasionally happens that I am working on a project and forgot to set my toggle timer...).I have been puzzling for over a month now with last time modified, duration, datetimediff and with the time tracker from Airtable, but I do not get the results that I want (which is basically the exact functions of Toggle). I did learn from the topics in the community, but this still does not bring be to what I really want. Is there anyone in the community that would love to have this function in Airtable as well, and do you have a clue how to build such a tool? I think everyone who would like to track time on projects would be

New Airtable user here, so this is a pretty basic question (and so hopefully a straightforward answer!), though I can’t find existing guidance in the forum. Specifically, I’m having no luck creating a “Link to another record” column that automatically populates itself with those linked records. The Project tracker template provides an example of exactly what I mean: the Task column is linked to the Tasks table and automatically fills with any new records that are added to the latter. When I attempt to create a new “Link to another record” column with this functionality, however, it’s blank and stays blank (doesn’t pull in existing or newly created records from the Tasks table). What am I missing? Do I also need to create an automation, app, or something else to do the work of pulling in the records? (I don’t see any such automation or app in the template though). Any guidance extremely appreciated - thank you!

HelloI would like to know if there is a possibility to add lookup field data from two different tables to a third table and have them appear in the same column?  Thanks in advance!

I am using airtable to manage information related to a landscape design and installation business.   For most products, we purchase them as we need them and don't hold inventory.  However, for plants, we sometimes order in bulk (lots of 32 or 50), hold them in inventory and then use them as projects come up.  Plants that I order in bulk come in size a or b.I would like to be able to visualize projected inventory at points in the future (2w, 1m, 2m) for each plant in the different sizes we can order it in.  (i.e. today I have 0 of x, but in 2w after a purchase of 30 units and sale of 20 units I will have 10)Currently, I am using the following tables and fields to track plant inventory in and out.  The plants table is linked to sales and purchase by the SizeAIn and  SizeAOut rollups.  It can then calculate inventory by SizeAIn - SizeAOut.  I can use filters so that it excludes proposed sales/purchases or filter by date.  Is this the most

Hello, Very new to airtable, I would like to create a weekly timesheet for all employees similar to the attached images, Is this possible? Thank you!

Hi, community! I need some help with this. I'm setting up a bank reconciliation in Airtable and need a column to record all the transactions from my bank account. Additionally, I'd like another column that shows the running balance for each transaction, reflecting the total income and expenses up to that point. I'm not looking for a single overall balance, but rather a balance that updates with each individual transaction.

I created a very mobile-friendly app using AirTable, had participants download the AirTable mobile app, and attempted to showcase the mobile interface with about 80 participants in a room. Participants complained of seeing completely blank screens or only partial amounts of data showing up.Is the Teams Edition insufficient for this use case, and do I need the business or enterprise version to handle this type of traffic? *P.S. The wifi was not the issue. 

I am testing a simple base approach which has three tables: Clients, Contacts and Jobs.The clients table has linked records to contacts to denote all the contacts that we work with at that client. And linked records to jobs to denote all the jobs we are working on with that client. A client can have multiple linked contacts and multiple jobs, but contacts and jobs can only be linked to one client.When I'm creating a new job record, I'd like to select the specific contact at the client who represents the lead contact for that particular project.I realise this can be achieved by a simple linked record field to the contacts table. However, when selecting from the contacts table, this shows all contacts regardless of which client they are at. Which theoretically means it would be possible to assign a contact from a different client than the job is for.What I was hoping was that there was a way to filter or add conditions to the linked record options so that when I go to select the contact,

Hello,I have a base that has many tables that are synced via emailed CSVs. One table was initially set up with multiple emailed files where they were ingested as updates to the table, which resulted in the ~100,000 records needed. for initial setup.Since then, updates are sent through each night with updates (which are much smaller record counts). Some of the records that are updated causes them to fall "out of scope", meaning they aren't needed in the table anymore. I'm aware of the ability to delete records, one by one, that are not in the source data (current emailed CSV), however since the emailed CSVs are a much smaller subset, and at this point there are MANY "out of scope" records, it would result in searching through a list of over 100,000 records, for each record that needs to be deleted.Now, to my question - is there any way to mass delete records, given the circumstances described above? I am able to identify the records that are no longer needed through

What does done look like? (The requirements I collected)My CEO is wanting me to build a base that ties project management and PTO together for better task/project orientation.1. This base should display all projects and tasks as well as the leads and team members associated with them. 2. For PTO, the person's name should be linked with the dates that they will be out of the office.3. The dates for the PTO and Tasks should tie into on single calendar view that will allow my CEO to view everything from one place. 4. Alerts/errors should be displayed when a deadline or start date is set on a day where that lead, or assignee, is taking PTO.5. There should be an automated availability field that displays the persons availability for the week depending on their tasks/PTO assigned.  The base I have accomplishes 1-3, but I am stuck on completing requirements 4-5.Is there a way that this can be done?Have any of you built something similar to this?Any advice is greatly apprec

I am developing software for car appraisers and have structured my database with five tables:Enduser (Appraiser) - Unique identifier: Email of the appraiserClients of the Enduser - Unique identifier: Email of the client (One appraiser can have multiple clients)Vehicles of the Client - Unique identifier: Vehicle registration number of the client (One client can own multiple vehicles)Appraisals of the Vehicle - Unique identifier: Report number of the appraisal of the client (Each vehicle can have multiple appraisals)Payments for the Appraisals - Unique identifier: Payment number of the report number (Each appraisal can involve multiple payments)Is this structure appropriate? One potential drawback is that when importing data into related tables, I can only link one table at a time. Ideally, when I add an appraisal along with the vehicle's registration number, the system should automatically identify the associated client (based on the vehicle