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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
Description:I am looking to create a photo contest application in Airtable for a pageant where users can view contestant profiles, vote for their favorite contestants, and manage the entire contest flow. SetupContestant Profile Section: Each contestant can upload their photos, provide personal details (name, age, hometown, etc.), and add a bio. This section should display contestants’ information for voters to view.Voting System: A voting mechanism where users can cast their votes for their favorite contestant. Each user can vote once per day, and votes should be tracked and counted in real-time.Voting Results Dashboard: A dashboard for tracking and displaying current vote counts for each contestant, including graphs or charts for quick visualization.Admin Panel: A panel for managing contestant entries, approving photos, and monitoring votes. It should also allow the admin to disqualify contestants or flag suspicious voting activity.Voting Restrictions: Ensure that each user
Hello,We've got a destination base (called overview) with dozens of sync source bases and recently enabled two-way sync, mainly so we could assign projects from the overview base. When a user field is updated on the overview and the field is set to notify users when they are added, it seems that the email they receive has a link to the overview record and not the sync source record. Is this a setting that can be adjusted, or do I need to think about a workaround with automations? Most of our team will work in the source bases and not the overview, and there are fields that aren't synced which they use.I've also found that if I turn off the notification setting on the overview (but not the source base) the assigned user doesn't receive any email at all.Thanks
Hi all - I work on a team that manages contracts and all of our data lives in Airtable. We use Favro, however, to track cross-team work to resolve post-contract enrollment issues. I then create a new row in a "Post-Enrolled Issues" table of our base that is linked to the primary contract table so that we can maintain visibility on each contract's issues while also reporting on summaries in an interface view.Double data entry, however, is no bueno. I have played around with and considered transitioning from Favro to a kanban view in Airtable, but without going into detail, have decided not to pursue this further.I'm therefore wondering if anyone here has experience integrating Airtable and Favro? I did ask a colleague check it out and they said, "The biggest problem I’m having with Zapier is that it will only pull one field from Airtable and make a new card with that field as the card name, so it’s not any more efficient than doing it manually. I’m thinking we might have to get someone
Hi, I'm very new to Airtable, but I couldn't find a solution for my issue. Maybe there is one that would make my life so much sweeter :)) Let's say we have a product and this product has 2 options: Machine 1 or 2 which machine to choose depends on another single select field in another record, with options 1 or 2. now want to use an automation if 1 is 1 create new record with 1. but somehow string arrays can't be accessed in automations. I'm trying to solve everything no-code, maybe thats the issue. thank you so much for your help. Kind regards
Hello I was wondering if there is a way to automatically populate dropdown options from data in either the same or a different table. For Example, if I have a sheet that has 5 rows (apple, banana, orange, grapes, and lemons) in one column. Then if I want to automatically add (apple, banana, orange, grapes, and lemons) into the dropdown options in another table? Is this possible? Basically, I will be adding other options in the future and I want them to automatically add to the dropdown options if they are in another table in the same base. This is just an example, but any help would be greatly appreciated! Thanks!
I've given my office manager shared access to a base as an editor. We both work from this same base throughout the day. I like to sort some of the tables in the base a certain way depending on what I'm working on, but she doesn't need them sorted that way and I don't want the table to suddenly look different on her end if she needs the table to be sorted the way it normally is. If I sort a table, will she see it sorted that way on her end too?
I am working on a seating chart for an event that has 150 tables of 10 and want to create a base that will help me assign people to tables, track how many open seats I have at a table etc. Any suggestions?
Hello. I'm brand new to airtable. Less than 2 days. I'm struggling a lot. I have a table with basic member info in it (member id, first name, last name, email, etc). Now, I want to create a form, let's call it "sign up for party". I want the results of this form to populate another table, but be linked to the data in the main members table.When I create a linked field in the form, it shows EVERYONE in the table!! That's a huge security issue!! I want people to enter their member id into the form and have that id validated that it exists on form submit. When they submit, the record should be created in the new 'signups' table, linked to the main table.how do I accomplish this? This seems fairly simple/common, yet I've spent 8hrs trying to figure it out.
Greeting ! Attached image explain the question, Thank for your support.
I recently saw that we can create Kanban views using LinkedIn fields and not just single-select options within that table. Question though—how do I change the order of these columns? They seems to be sorted automatically although it's unclear how it's being sorted. For what it's worth, I can't manually change the column order (which is what you could do for the single select fields)...
New user here, though I'm getting some great experience so far, especially with help from this community!I come from an ERP background using Peoplesoft so I have a good understanding of traditional relational databases. One thing that is good about PS is that a field, such as "business_unit" is uniform across all the records on the definition side (though the tables could be built diffrently).A few "nice to have" suggestions I'd put forth regarding the field definitions include:When adding a field to a record, and if that field name matches another table in your base, you should be given the option to replicate the attributes (field type, defaults, etc) from the other table. If more than one table, let me select which one I want to duplicate.On field definition, it would be useful to define a form label and on the form allow a person select an option for field name, field label, or custom. I know we can change the label on the form, but it would be handy to do it at the definitio
hello, i’m new to this and i’m wondering what the best way to approach putting lists of songs in here! basically i have too many playlists on spotify and i don’t listen to all of them anyway, because it is more like categorising them. on spotify i have different folders and multiple playlists within them, e.g instruments: piano, guitar etc. i’d like to transfer that over to here and have the fields be the song names of those categories. what’s the best way i can make this without it getting too overwhelming? just for reference i have at least 100 playlists that i’d want to transfer, over like 15 folders. thanks!
Hi,I wonder if anyone else has had this use case and if they managed to solve it.My base has a collection of deals, and each deal will always be assigned a stage. I want to track time spent (in days) in the current stage and time spent in each subsequent stage as the transaction progresses through the deal lifecycle. I want to be able to report on this data.Some reports I would like to run include:how many deals are in stage A, in Augusthow many deals are in stage B in July vs August vs Septemberhow much time is spent in each stage? What are the averageshow much time is spent moving from stage A to B and C to D, and what are the averages over timeAnother similar use case: for these deals, I would like to count the number of deals captured each month and the average over time. I would also like to include the monthly financial position for these deals and track them over time, too.Any pearls of wisdom would be greatly appreciated.
I have a base used to track conservation information about media in different formats. Each format has its own table. The tables are: Film, Video, and Computer Media.Across the tables, each record is an individual item. The fields for each table differ, as the conservation data in those fields is different depending on the media. (For example, Computer Media like a floppy disk does not have a film gauge of 35mm, 16mm, etc.)I want to create a fourth table that pulls in select records from all three tables. I want to pull in only records that have "reformatting candidate" checkbox field selected.I know this could possibly work by having all the records in a single table, but the amount of fields would grow quite large and would require multiple different views with various fields left empty and hidden. It is also more user friendly for us to have each table be delineated by media type.So, is there a way to pull select records from multiple tables into another table? Thank you!
Hi there,We have acquired another company that also uses Airtable. Both we and the new company have our own client lists in Airtable and we would like to combine these, as we have some shared clients already, without (at this stage) merging the Airtable bases in their entirety.We would like people from both sides of the business to see each other's clients in one place, so that:1. we can see which clients are shared2. we don't create records for clients that already exist in one of the basesNew clients added in one base should be updated in the other base too.Ideally, clients should be able to be created in the existing 2 bases and update across, rather than created in a new 3rd base, but if that's not possible then that's fine.The clients will be linked to other tables in the respective bases and these linked fields should be displayed (via plain text if needed) in all bases.Does anyone have any ideas how we can do this? We've come across some limitations with syncing (or we don't kno
Hi. I've a simple contact us form and that form also records date and time of a new entry. Is there a way for a new record to show up automatically on top of the base as opposed to bottom?
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