Base Design

Hello all, this may be one of those things where I am trying to think too complicated 😉I have a base for my finances -I just need to list my recurring bills, my paydates, and have an output showing a running total of how much $$ needs to be in my account to cover those things.So Table 1 has the ExpenseTable 2 has Income datesTable 3 Budget then has a record for every payment, linking to the Expense and the PayDate. I manually create each record and link the PayDate to the one most appropriate (so the date of the next PayDate). I then Group based on that next paydate. Once the payment clears my account I check it off as complete.So the goal is that here for the "current" bill cycle May 17th I still need to keep $295.14 in the relevant bank  account. For the next bill cycle I will need $2783.67; but since that IS the paydate and I know the $$ coming in will cover that, I don't need to worry about it yet.So I'm not budgeting in the traditional sense, just tracking how much $$

I have a base set up to log participant feedback after people attend a program. Respondents fill out a form and give ratings to questions related to different dimensions (belongingness, context, etc.); I currently have responses linked to activities and program profiles, which determine the specific dimensions that are presented in the survey.I want to make a Likert chart for each program that shows the distribution of ratings for each dimension. To do that, the response data needs to be arranged as below, where the cells are counts of the number of people giving each response for each dimension:I've played with creating different views, experimented with rollups and formulas, but I haven't found an approach that gives me the output I need without requiring me to transcribe counts manually into the correct table format.Any help or insight (ideally without requiring the purchase of additional extensions) is greatly appreciated!!

Hello all!At the moment we are organizing our purchase orders in Airtable.We do this through two tables. In table 1 we put the separate products, each product has its own row.Then we link each product to a Purchase Order Number, which is portrayed in table 2. So in this table each row is a Purchase Order (containing multiple products).We want to organize this further, which makes it a bit more complicated.Each product in the Purchase Order will need to be split up further for the shipping process. This is because for each product we can use different labels (for different warehouses).So basically in the current situation it looks like table 1 and 2.Table 1:Product 1 (PO-01)Product 2 (PO-01)Product 3 (PO-02)Table 2:PO-01 (containing Product 1, and Product 2)PO-02 (containing Product 3)Do we need to create a third table to split each product into different products? Let's say:Product 1 - label 1Product 1 - label 2Product 2 - label 1Product 3 - label 1Also good to note: right now we

HiI am busy making an airtable for a logistics business. I think the user interface (with nested lists) and overall simplicity is really great and we can see ourself using this as our primary toolHowever I am worried about the record limits. We estimate to have around 500-1000 orders per month when we are fully up and running. Each order contains several shipments (on average 1,5) and each shipment contains at least 2 shipment jobs (pickup and delivery). So we will have to plan to add around 6000-8000 records per month. After a couple of years we will reach our limits.  My idea to handle this is to mirror the airtable base to an sql database or possibly firebase (but I am not a developer and have no experience with object databases. Have some basic knowledge about SQL though). So then we will have customer portals and an admin for looking long back in history directly linked to the SQL base and the internal app for operations within Airtable inte

Hello,I'm trying to design a database that can accomplish the following:Aggregate data across several different entities (for example, cities).Aggregate data for each entity across different time periods (for example, years).Aggregate data for each entity and time period across multiple metrics (for example, (a) population; (b) property taxes collected; (c) median home value).I want to be able to use the Interface feature to design a table to review city-level metrics (rows = population, taxes, home value, etc., columns = 2020, 2021, 2022, etc.) with a drop-down chooser for selecting the appropriate city (New York, San Francisco, Chicago, etc.)Is this possible with Airtable? It's the time series element that I'm having trouble figuring out when constructing my base. Any help much appreciated.Thanks 

I am designing a base for tracking participation in a weekly Food Box.I am trying to organize the data in such a way that I can track the number of people who've selected a certain type of produce for any given Food Box Day.  Ultimately, I'd like to be able to create a pivot table in my dashboard interface along the following lines:Produce5/1/245/10/24Basil20Cilantro11Cucumbers11Celery01I have a table for Food Box Days which includes a record for each date.  Separately, I have a Food Box Participation table, which includes a record for each person signed up for each day.  In the Food Box Participation table, I am using a multi-select to record each person's produce preferences for each Food Box Day.  The table looks like this:IDPerson NameFood Box Day (linked)Produce Preferences (Multiselect)1Bob5/1/24Basil; Cilantro; Cucumbers2Judy5/1/24Basil3Jane5/10/24Cilantro; Cucumbers4David5/10/24CeleryI've tried creating an intermediary Produce Preferences Table, which h

I am trying to set up a basic template for managing about 20 small construction projects. I have a table with records for each project and a separate table for all the various tasks that could apply to each project. I can't figure out how to link the various tasks to MULTIPLE projects while also tracking the status of the task within each separate project. Below is a simple example (in reality I have a list of ~50 tasks) of the way I'd like to be able to track tasks in EACH project. Project A tasks:-solicit bids (complete)-draft contract (in process)-hire sub (on hold)Project B tasks: -solicit bids (in process)-draft contract (on hold)-hire sub (on hold)Thanks in advance!

Hello there, I’ve created a pretty nice base that tracks almost everything necessary about thousands of trees planted on a farm. The base has lots of info from the date of acquisition to genus, species, notes, tons of photos, etc. But the one thing I’m stuck on is this: Since they’re 1000s of trees spread across 20 acres, I need to figure out how to Geo locate each tree or auto tag the geolocation of each tree so I know where it is on the farm. I would like this to be automatically created on a map, something like Google maps with a pin drop that shows me where I can find a plant. Spent some time googling and everything seems to be over my head in understanding how to do this. I’ve read many opinions including having to purchase some map tool from Google clouds and I’m just like “I thought this would be simple but maybe it’s not?” And this is a personal project so not any $ to spend. Does anyone have some help where they can guide me just add that one field so we can have it pin drop o

i have a linked record field that links to another table. the linked field in Table A does NOT have the "allow linking to multiple records" toggled on. The corresponding field in Table B also does NOT have the "allow linking to multiple records" toggled on. and yet, i can link to multiple records. In Table B, i can select a record in Table A that already has a different record linked from Table B. Then when i go over to Table A, i have two records linked in a field that is clearly not supposed to allow this. is this a known issue? is there a way to prevent it? if it is a known bug/"feature", are there standard suggestions for ways to work around it? i don't want to try and work around it, if i can just prevent it. but if it can't be prevented, what is the point of offering that toggle option at all?!

Primary field 'Total' pick list choices at the bottom is blocked by the '+' sign for add records.When I hover over the area to the right of the total 312 records number in this base an area behind the '+' sign is also displayed or highlighted, but I can't see what is there. Any suggestions?Thank you. 

Hi there, We have a questionnaire for our clients to fill out where they deposit links to their corporate materials (decks, etc). These are hyperlinks in the table where we collect them, but we would like to be able to reference these on another table (via a linked record). Problem is... when we link those records, they appear on the second table as plain text, without hyperlinks. Am I screwed? Or is there a workaround that someone knows and can share? 

I have a tasks table with a self-linking field that I use to define task predecessors. Is there a way when adding a predecessor to filter the options to show only those that relate to the relevant project/grouping?The problem I am trying to solve is that there may be many tasks with the same name so sorting through them to find the correct one takes time. For example, in my task table I may have the following:Project 1:Task 1Task 2Project 2:Task 1Task 2When selecting a predecessor for task 2 I have to wade through and find which Task 1 is the correct one for the project. May be helpful to know: my tasks table has another linked record field that links to a projects table, therefore each task is tied to a project. 

Hi there!As I am fine tuning the AT bases for our team, I seem to be missing something rather important here and thought I would ask the community about it as it seems to be rather significant.As we create tasks and assign to our team members, we would like the team members to login to AT and view those tasks. They can go into the various views but here they see all the tasks. This is fine as an overall project log. But if they then filter this list to show only those assigned to themselves, it seems to run the filter across ALL OTHER USERS viewing this page!If that's the normal behaviour, how does an editor/team member see only their assigned tasks without impacting the rest of the teams' views? Almost all other PM tools I have tested with (Monday, Asana etc.) have a dashboard page of sorts that shows their open items etc. But a personalization filter on the existing views may be enough for our needs.Please let me know as this is a rather important functionality to keep the informatio

Was there an overnight update that make the group headers gradient? Is there a way to turn it off? It is giving me a headache!

Hello everyone,I want to create a linked table that shows columns in one table as rows in another table.I looked at Pivot functionality, but it seems to be designed for Interfaces. (I didn't try it yet, so I could be wrong here)What I'm looking to do should be fairly simple: check the screenshots.Dates in Table 4  should be automatically transposed to how they look in Table 5.In the screenshot I did it manually for demonstration purposes.Thanks!Jan

I have a table of Contacts where one column is the Companies where these contacts have worked. The Companies column is a lookup column to a table of companies. Contacts might have more than one company that they've worked for. I want to be able to attach a year range in some way to the company information, so that I can see that John Smith has worked at Company X between 2021-2022 and Company Y between 2022-2024. What are some ways I can think about doing this?

id like to format my "price" field as follow : 100€ not €100How ? 

Hello all!  I need some help please.  I can work spreadsheets all day long but database creations is not my forte, far from it.  I started using AT a few years ago to track my business whole goods by serial number.  Thankfully, someone helped me here and re-designed the mess I had created.  It has been working great so far, but I would like to change the way I enter the data.Currently, I just use a main grid and enter all the information, it then populates to combine all the same parts together.  From there I have managed (with some help) to create 3 other tables, one for each manufacturer so I know what is in stock. The reason I want to change the design is I am much more busier with the business transactions and I'd like to reduce the redundancy that I find the current design has.  When I set this up, it was basic and understandable to me. The main table currently has model, brand, part #, serial no., accessory, vend inv, inv date, cost, s

I have a CSV file delivered weekly with information about grant opportunities. I've been importing this file into Airtable, however, many of these grants include multiple submission deadlines throughout the year so I'm struggling to find the best way to be able to use the submission deadline as a true date field for sortability.The CSV file has a text-formatted column for dates. The cells also include "Submission: " before each date. I was planning on find/replacing out the "Submission: " text and then formatting the text as a date, but some of these cells actually contain multiple entries. For example:GrantDeadlineGrant 1Submission: November 15, 2024Grant 2Submission: September 01, 2024Submission: March 01, 2025Grant 3Submission: August 15, 2024Submission: January 01, 2025Submission: April 15, 2025Question 1: What is the best way to handle a record that has multiple "due dates"? Should I try to create a new Table and make each date its own linked record? Should I manually duplicate ea

I am mapping out the content in an academic program with the following levels:Program ObjectivesCourse ObjectivesModule ObjectivesAssessmentsI have a separate table for each of these levels.Starting at the bottom, an assessment in one of the courses is connected up to one more Module Objectives. Each MO is linked up to one or more Course Objectives. Each CO is linked up to one or more Program Objectives.I'd like to visualize these connections. It seems the flowchart extension is what I need, except it only works with self-linked records. In other words, I would need to combine all 4 levels into a single table. This is problematic because I need the levels on separate Tables. I considered copying/pasting the primary fields and the fields that link each to the other level over into a new Table that I could use for flowchart purposes. I haven't tried it to make sure it would work yet, but even if it does, my next issue will be keeping redundant information up-to-date as this is a wor

Hi, Airtable community!I'd love to pick anyone's brains at how I've set up my base.The issue I'm trying to solve feels rather simple. I want to display my attendance record when it gets marked.My current set-up:I have two tables; One with a record of all my lessons, and one with a record of all my students. These tables are linked twice. One link shows students scheduled for the lesson, and the other shows students who attended. I have automations that let me add students from my scheduled link to the attended link with a click of a button in an interface.I'd love some thoughts on how to display the attended students. I could have an empty "attended" field on the side that fills up as I run my automations, but I'd like it to be displayed directly on the students already displayed with the "scheduled" field.Here are a few of my current thoughts. I could try colour conditions, but to use this accurately seems to require many dynamic conditions that don't exist yet. With the new dyna

Hello!We have former users with Creator permissions that we would like to move to non-billable to save funds for a nonprofit.When we disabled a former "Creator" user, other users were no longer able to manage rows through a particular view or interface.How can we locate (and bulk move!) all created/permissioned collateral like automation, views and interfaces from one user to another?I could do this with a regular SQL database, however the nonprofit prefers for data entry using Airtable and thus I need some assistance to work within existing management tools provided 🙂Thank you!

Hi,I find myself needing to change at least single select values, and would like to know if there's a way to do that without breaking automations and interfaces?I e.g. have names of event types that I need to change, for example from "Discovery" to "Discovery call" or status kind of values like "Ready" to "Ready for invoicing". Any of these are used in interfaces and automations as discriminating variables to either activate automations or filter what is shown.When attempting to edit one, I get a warning of dependencies, but I can't understand whether the update would actually break the listed dependencies.Thankful for any help how to do this safely. I have a ton of changes to make....Rgds,Björn

I am looking at a way to deplete inventory of items when adding a kit to inventory. For example:I have 1 kit that contains 2 A's 4 B's, and 1 C. SO when I add a kit to my inventory, it removes 2 A's, 4 B's, and 1 C. How would I make this work? Thank you for any help.