Base Design

I have a table that includes a single line text field called 'Product Import' and a linked record called 'Product'. I use the CSV import extension to pull in a CSV in to this table and display the result on the Data view.When the import completes, the 'Product Import' field will have a value pulled from the CSV and if the primary field from the linked Product table matches, then this automatically links to the Product field (as image below).This shows the operator which products are already in the database and they can add the missing entries in the Product field by adding them through this screen, or going to a Product table view and adding them.My difficulty is that I cannot get this view (with the found/not found matches) to refresh. It only compares the fields on an import, not subsequently. Is there a way of doing this?

I am strongly considering moving to a more expensive plan, but here are two issues that are making me question whether or not it is worth it:1. Whenever we go to create a new record in our base on a mobile device it often closes the record automatically before we have completed filling it out.  We end up with a bunch of stub records that I have to go and clean up on a regular basis.  This typically happens when we haven't been using the app, launch it, start to create a record, and then, it closes without warning.  It's almost like the app hasn't fully loaded and synced, but our use case typically involves getting a call, launching the app, entering the order, so it happens frequently.2. When we create records and add a start and end date, the view often shows an inaccurate date for one or both of the fields.  If we close the view/navigate out of the base and re-open the base, the data is usually correct, but it is confusing to enter data and see it show up incorrec

Hi! I'm new to Airtable and I'm trying to create a dynamic data base. The goal here is to have a table with Clients info and then other tables that relate to the Clients info table. Let me explain it further: I have a table called Clients info but then I also have other tables such as Spaces (which offices they are renting and other information about these offices), Communication (social media profiles, presentations and others). I want for each record on the tables Spaces and Communication be related to the Client Info table records.How can I do that?Thanks!  

I am looking for the Airtable equivalent of a HAVING clause in SQL.I have a view with the following fields (columns):NameTimestampPointsDeltaNow I want to add another field named PointsTotal which should be automatically computed as the sum of the PointsDelta of all records in that same table having a Timestamp <= the Timestamp of the current row.I tried to do this with rollup but there is no way to enter that condition. How can I accomplish it?Example data:Name  | Timestamp    | PointsDelta | PointsTotal------+--------------+-------------+------------foo   | 24/8/24 7:15 | 5           | 5bar   | 24/8/24 8:21 | -3          | 2baz   | 24/8/24 9:07 | 10          | 12

What is included with Cobuilder with free plans. Her it says trial and limited. Do they mean trial is for free accounts and limited is for legacy plans? The price list says AI is not available for free plans anyways, but I assume Cobuilder and AI are different features. 

I've spent some time building some Interfaces and found that the best way to group things the way I want is to have a new table that holds groups as Linked Records. Here's the set-up:Table 1: Events{Day}{Month}{Year}{Roster}Table 2: Roster{Day}{Month}{Year}{Events (Multiple)}This way I can roll up the team members and even build interfaces that help the Admin side adjust the roster by viewing a day's overview and then clicking into individual events. This all works perfectly!Now I want to automate. I can build the automations to create or update the records in the Roster Table triggered when the Event table is updated. However, this seems largely inefficient. Sometimes when I edit events in bulk, it creates multiple Roster records since they all get updated simultaneously.At the moment, I'm triggering this "manually" with a checkbox field. But this means I have to go into every single day and trigger just ONE of the events that day.Am I missing something? There must be a better way tha

Hi, I'm Charlie a newbie to the community and to no code tools, Airtable specifically. My reason for learning Airtable is to use it  to develop a way to handle registrations for blanketsofblessing.com outreach to newborn to 7 years old.  The information on the registrations has to be sorted in different ways and this has been done by hand in past years.  It is nice to be here and I appreciate the opportunity to join.

I am working on a database for a daycare. I have a table called Time Sheets with fields Arrival (date), Departure (date) and Duration (duration). (There are other fields in this table to link to each child.)I have a second table called Meals with fields Name, Start Time and End Time (currently they are all single line text). This table has 4 records:Breakfast, 7:30am, 8:35amMorning Snack, 10:30am, 11:00amLunch, 12:15pm, 12:45pmAfternoon Snack, 4:00pm, 4:30pmI want to determine if a child qualifies for each meal based on when they arrived and departed. If the child is present when each meal is served, they qualify. What is the best way to do this? I am still in the early building stages for this database, so if I need to reorganize tables and such, now is the time.Thanks in advance,Mr. Brad B.

I have tried to sign up several times for Academy to get some training and understanding of Airtable. Whether I try to sign in at top of page or register for a course I get the message "Sorry you do not have access to this page".  Any other training courses for Airtable that you would suggest?  thank you

looking to create a simple automation to match people up based on age and interest(s). Brand new to AirTable. I built a table for "users" and "matches"My use case is to match people up based on age range, gender, and interest.Any suggestions on how to build out the logic? I want to have a drop down of gender/age/interests. So would need to find matching people in the "users" table and email them the matches full profile.  Thank you! 

I have been staring at this too long and thinking myself into circles, need some fresh eyes! I have a base set up with 4 linked tables: schools, which are then linked to 3 program tables for SFS registrations, YF events, and Grants (2 sub-programs, AP grants and YF grants). The overall structure:  Each time a school participates in a program, a new record is created in the program table and linked to that school. A unique record name is generated indicating the program, year, and a unique id # (e.g. SFS-23-24-001). All of this is working great - in my schools table I have nice linked fields for each program where I can see what a school is up to. Awesome! Love it! Where I'm getting myself confused is zooming out a bit on tracking the programs across years. Right now in each program table I have fields for program (SFS, AP, YF) and for year (23-24, 24-25). But these fields aren't linked to each other, they're just separate fields with the same options. I wa

Hello, I'm trying to compare "name" field between two different tables and trying to fetch records that matches both.Table 1 - Name, Table 2 - Legal nameWhat's the best method to achieve this? (New to Airtable)

My colleague and I are trying to build a base where we can compare the payroll data from a csv. file (outsourced data) with data we have already stored in Airtable. We would like to compare the expected payrate we have stored in Airtable to the actual pay in the payroll report csv. file. We are having a difficult time figured out a way to compare two tables within the same base. We are importing a new csv. file into a table every 2 weeks and then we have a second table where our stationary data from Airtable lives and we hope to cross check both of these tables to make sure everyone is receiving the correct anticipated pay and if that is anticipated pay is not aligned with the expected pay then creating formula that would indicate to us that the amounts do not match. We were wondering if there is anyone out there who has any advice for comparing two sets that are on two separate tables but within the same base and creating a way to indicate to us the mismatches? We thought ab

Hello, I'm trying to import csv files into existing tables and wanted to perform upsert/insertion of only new records by comparing it with the records in the existing table.I'm using import csv extension to accomplish this, but ended in duplicate records for some rows. The merge operation is not accomplishing the task of avoid insertion of duplicate rows if its already present in the existing table.Message: Detected records with merge field value "". All matching records will be overridden to match the first matching row.In this case, its neither overriding nor avoiding the row and inserting both two rows with the same value resulting in duplication. The Merge column chosen is unique.Can someone assist with this issue.

Hello - I'm VERY new to Airtable, though I think I have a basic understanding of databases.  I'm looking for examples, templates, pointers to further help.  Or even the right terminology to use.While I want to create a larger base, I got started with a simple event tracker (types of events, different leaders, different sponsors, etc.).  Now I'd like to expand this to keep track of who has attended AND enable some options for adding the list of attendees and querying.Adding the attendees seems fairly "obvious" - table of people; table of events; table of attendees (people + event).The thing I don't know as is how to make this easy to use - how to get data in easily AND how to query easily.  The obvious thing for data entry is to type into the table or a form.  But what I'd love to be able to do is send an (structured?) email with the event information and list of attendees.  Maybe even forward the meeting invite?And on the query side, I know how to search f

Been a long time since I've used Air Table. Having trouble recalling how Linked Tables work.I have two tables, one Table is a list of all checks with primary field being a check number. This is a list of EVERY check related to a bank account.I have another table, that has a smaller subgroup of the first table. These are checks that were entered into our accounting system.  The primary field for this table is also check number.What I need to do, is take the larger group and check to see if the record is in the smaller subgroup, and flag it.  Thus I will develop a list of all checks in Table 1 that are not in Table 2.So essentially, Take each check in Table one, look in table 2 and if that check number is there, flag it.This way I can create a list of checks I need to add to my accounting program.I am a bit embarassed as about 5 years ago I had a grip on all of this, but at my age I essentially have to relearn everything after that period of time.I appreciate all help.  Th

Hello,I am importing a csv file formatted: 390,390,390The table does this: 390 390 2 390 3It's including the number of 390 values in the import fileHow will I fix? 

Hi, I help run a live event production company, mostly concerts and other performance events. I am trying to create a schedule for crewing my events. I want it to be organized by "Event" primarily, then "Position" (think stagehand, lighting, sound, etc) and then I would like to assign crew to each position. I have attached the Google Sheet I currently use for reference. I have already created my crew database as it's own table, as well as a table for events. I am brand new to Airtable so please explain as if I am a third grader. In addition to this, I would like to create a time sheet for each "Event", preferably auto-created when I create a new event, that auto fills with pay, position & crew member from the schedule, and I just have to input hours and then I can print that and send it to accounting. Any help is appreciated. Thank you!

Hi there, is it possible to have a column only show certain single select fields dependent on what the previous column select e.g. I want to only show items within a certain category not all the items in all the categorys.Column A = CategoriesColumn B = SubcategoriesI only want to show the subcategories within the category I select.TIACharlie

I am struggling with the proper set up for my base.I am a manager of an HOA, and we are in the process of tracking all construction projects in Airtable. Applications are submitted via form and records are created automatically upon submission.Where I'm stuck is how to track the progress of these projects. Each have a Phase, and each phase has critical tasks that need to be completed before we can approve advancing to the next phase. Ideally, once all tasks are completed for a phase, the record would be updated with the next phase (with corresponding subtasks), and so on until project completion. A check list with conditions, so to speak.I have tried various templates, but none behave in a way where I can monitor and update records according to project completeness. Appreciate any insight on how to best tackle this.

I have a table called "Main" with a user field named "Employee," which needs to stay editable and as a user-style field. I want to add another column in the same table, "Employees Team Members," which displays all users in the same team as the employee. This new field should be non-editable, similar to a lookup, but must remain in the user-style format.My goal is to have both the "Employee" and "Employees Team Members" columns as user-style fields so they can be used with the "current user" filter in Airtable's interface Kanban view.Here’s the setup:A form is submitted where users select "Employee" and "Team."I already have a "Team Members" field using a lookup from a linked "Teams" table that shows all team members, but the "Employee" might not always be part of this Team column.I'm open to creating an additional table to manage the team data but need guidance on how to maintain both fields as user-style columns to be compatible with the "current user" filter feature in the interface.

have a table called "Main" with a user field named "Employee," which needs to stay editable and as a user-style field. I want to add another column in the same table, "Employees Team Members," which displays all users in the same team as the employee. This new field should be non-editable, similar to a lookup, but must remain in the user-style format.My goal is to have both the "Employee" and "Employees Team Members" columns as user-style fields so they can be used with the "current user" filter in Airtable's interface Kanban view.Here’s the setup:A form is submitted where users select "Employee" and "Team."I already have a "Team Members" field using a lookup from a linked "Teams" table that shows all team members, but the "Employee" might not always be part of this Team column.I'm open to creating an additional table to manage the team data but need guidance on how to maintain both fields as user-style columns to be compatible with the "current user" filter feature in the interface. H

Hi all, is it just me or are the bases slowing down?I'm waiting 30 seconds for a new table creation, and 3 seconds to change a field.

Hello everyone,I'm looking for some advice/best practices for my situation.My company has a weekly report that they dump into an excel but it's just screaming to be formatted as a database. I've started importing the data but there are some glaring issues once it's within Airtable.Currently there is a {Name Field} formatted as "LastName, FirstName", but this field can vary as it relies on human input. I'm struggling with getting these individuals into their own table while also having Airtable recognize these names during the next import without creating fuzzy duplicates.One saving grace is that each name has a unique ID number, and using this as the primary field makes this step very easy, but when we want to link that record in another table, we're unable to search by name and there are over 100 ID numbers to look through.Is there any elegant solution to normalizing data such as this? If this was a one off import it would be a non issue, but this data will have to be imported each we

Hi. I'm working on creating an AirTable base with complaints. The form is made with Fillout.I wanted to know if it's possible to restrict access to a record if the user selects a certain option in a single select field. We'll have several people having access to the base and I wonder if I can hide certain records for an user A when a single select field has a specific option chosen.Thank you.