Base Design

Hello, setting up airtable for the first time.  We are a nonprofit looking to track our funds that support our grants.Currently we are using multiple worksheets in excel.I am trying to figure out where to start. I have imported the Fund names and Contact information(Funds).  The next tabs we have are for our investment returns and fees which contains our fund name, contributions, admin fees, investment returns, disbursement amounts and ending balance. We have a worksheet for each year.The common link is the fund name in Funds.  Should I create a table for each year and link it to the funds table by the fund name?  What would be the best way to view the Funds table and see the budget information for each year.Hoping this makes sense, any helps is appreciated.   

I am using the new form builder and want to filter the values of a dropdown field, Product, based on the value of another field, Designer, on the same form.Although I found the "filter records by a condition" option, I cannot see a way to use the Designer field's value as the condition for the filter. Any help appreciated.

Hello. I’m getting started on a database that should hold an asset registry for properties. I need some help if someone can help me navigate through this. I can start by telling you what database I need, how I want the equipment listed out and ways to automate fields. Please let me know, serious inquires only. 

I have 3 tables: A, B and C that are linked A→ B → C.  All child records are one (parent) to many (child).  Is there a way to have A pull in unique C records?  I can pull in a list of C records into A by using a lookup field.  However, this pulls in duplicate C records.  If I use a rollup field in A with an Arrayunique formula, it converts all of the C records to text values.  

Hello,I’m updating a form we use to provide training for our users and would like to create a more user-friendly design. Is there a way to customize Airtable forms so that users can choose between a “list view” and a “calendar view” when signing up? Below is a screenshot of our current forms list view.If that is possible, as a follow-up, is there a way to add a trigger question within the form that determines which view (list or calendar) is displayed based on the user’s selection? 

Beginner here, first post - certainly not the last.  What I am needing seems like it should be simple, but the solution is evading me.What I'm looking to implement is a way to find the total number of rows (volunteers) from table A and write that into table B once a week so I can track the total number of volunteers over time.I have linked both tables but no matter what field I try to run the COUNTALL on, the result always seems to come back a 1.  Ideally, I'd like to use an automation so that this total is pushed to the history table once per week.  Sure could use some help here.TIA,Dan 

I used the .CSV extension to upload a file into a base, but the data didn’t populate into the cells correctly. I’d like to restore the table to its original state without creating a completely new base from a snapshot.My idea is to make a snapshot, then copy and paste the earlier version of the table back into the base. The field types match, and I’ve already removed any groupings, sortings, or filters.Is there anything else I should watch out for before doing this? It seems like a quick fix, but I want to be sure I’m not overlooking something.

Hi! Scope: New Hire Form Add New Hire DetailsUpdate New Hire DetailsDescription:Want to create a new hire form where new hires are able to fill out their details, and a copy of the form can be sent to them. The form should have an editable link (similar to Google Form edit response function), so that they are able to modify different parts of the fields.I've only seen prefill forms in usage of simple database, or for reservation purposes, not so much as complex as an employee database where multiple fields can be modified. Thanks so much!

We've been relying on view naming conventions to monitor syncs, but is there is a reporting feature or another data-driven solution that lists all of the sync activity coming out of a base? - List of Views that are synced to another base.- List of Tables that contain a synced View.- List of external destination tables synced from a given source table. (this is currently possible for any single view through reviewing the sync settings, but looking for a consolidated view) The specific use case is consolidating bases that have been built by various users. One goal is to eliminate having multiple sync views coming out of one table, but also to develop a roadmap to optimize tables across all of the bases once we're in the same workspace.thanks! 

Hi everyone,I’m exploring ways to use Airtable for managing and updating menu content. I run a site that lists different drink menus (https://brewmenuus.com/), and I’m curious if anyone here has tried structuring this type of data in Airtable.The challenge is keeping items organized with details like categories, nutrition info, and updates without it becoming messy. Do you suggest using linked tables, automations, or maybe a custom form setup for easier updates?Any suggestions or examples from your experience would be really helpful.

Hello, I apologize in advance, airtable is very new to me. I am coming from an MS Access world so trying to figure out the best approach to our setup.We currently have a spreadsheet with 10+ tabs.  Basic information (Contact) on one tab then the other 10 tabs relate to this contact tab.  Various relationships from Investment returns for various years and fees to budgeting.My thought is to create a base.  A table for the Contact information.  Then a table for each of the other (tabs).  I know I can link them using the link feature.But I’m thinking forward to any reporting or interfaces that I build.  To be able to report on the contact info from one table, the investment return from another and the budget from another how is this done?I’m used to using a primary key and joins in access to link these together.  In airtable do I have to link every table to each other and then create a table pulling various links in?  Seems like a crazy amount of work to join various tables together.  Am I

Hi I’m having trouble figuring out how to properly set up a kanban.This is for contractor scheduling. I have the kaban connected to a table source called Repair Jobs. It’s then stacking fields by Assigned Contractor, with some visible fields, coloured and sorted by status. The purpose is to have an “empty” column where jobs can be dragged to contractor columns, and assigned to those contractors. I want to be able to have a drop down select for different days of the week, or a date picker. That way the admin can select “Monday”, see all the unassigned jobs, and fill up a contractors current day. In 80% of situations they would be looking at it in the context of “today”, but would also want to move forward in time to check future days. The problem with this one, is that if I use the drop down filters for “Monday”, not only is it not correctly filtering to Mondays but it makes all the columns disappear. I have “Hide empty stacks” deselected because we want all the stacks to remain visible

Hi All,I want to create a tennis league and publish it on my webstite which I created in Webflow. The database is to be dynamic, information will be added using a airtable form. There will be 16 players in the league and they will play each others. The goal is to get the current league table and ranking. On the page I want to display the results of all the players' matches (example - 6:2 3:6 7:5), the current position and the amount of points collected so far. Has anyone had a chance to do something similar? Thanks for any help and have a nice day 🙂

I have a form for my team that includes an attachment field for images. Every so often, someone uploads an unnecessarily large image and it triggers out-of-memory errors in my Pipedream workflows that run when the form is submitted.It would be wonderful if I could add limits to how big attachments can be. I see that this has been requested before and I’m assuming it’s still not possible, but if anyone has suggestions for how to deal with this issue, please let me know!  

Hello AT community,I am seeking advice, general or specific, on achieving frictionless label printing for employees using our base.Our current setup is fully functional, but the process is clunky for users. We have Dymo LabelWriter 4XL's set up at various stations, and we have labels designed in Page Designer. Our receiving station, for example, has a Receiving Interface, and labels need to be created for everything we receive.To print a label, the user has to click a button in the grid element of the interface for the line just received, which redirects them to the record in the underlying base (already a bad situation), then click a button that takes them to page designer, then click 'print' 3 or 4 times to get a label to come out.My background is in warehouse distribution, where our purpose-built warehouse management software would simply print a label as soon as something is received, that is the level of functionality we want to mimic, or come close to.So we are looking at 3rd par

H! I’d like to use AirTable to help prioritize a set of ~50 project ideas, soliciting input from 10-15 stakeholders.I’d like to let users rank the projects in terms of Customer Value and Strategic Alignment (fit to our organization) using a simple semantic scale (very low, low, medium, high, very high).A very efficient way to do this is through Airtable’s Kanban views, where they can drag each idea into a column representing that attribute, going once through the list for Customer Value, and again for Strategic Alignment.I’ve looked at examples of how to do group voting in AirTable through the templates and discussions in this forum, but they all seem to suggest using forms to capture input, sometimes one candidate at a time. This would require voters to open and submit 50 different form submissions.Is there a way to provide each voter their own Kanban view of the projects that allow them to drag projects around and have those actions save out voter-specific Customer Value and Strategi

I am trying to figure out how to build a workflow that would allow multiple user to approve a creative asset before status changes to approved.Right now I'm using a user column to assign an approver.  Then the record viewer interface to approve using a button tied to a status change automation. Ideally I would like to be able to assign multiple approvers and somehow only use the automation, once ALL approvers have approved. Thank you in advance

Bit of a messy title, I couldn’t think of a good way to phrase this question…I have a table that stores inventory items, each item can have one of three status’ “Available”, “Gifted” or “Sold”. I’m trying to create a view that only returns the name of an item where there are none with a status of Available. So for example the view shouldn’t return this item:But it should return this one Is this possible to achieve and if so, how?

Hello!I’m working on moving our team into an interface for a better UI experience (and for more control on what is seen and editable). We currently have our work split among two tables (actually there is also a need to connect a completely separate base, but one problem at a time).Is there a way for me to have dates from both tables in one single calendar view that I could have as an interface page? The tables have a parent (projects) and child (tasks) relationship where the tasks are linked to the project record. However, not every project has a connected task.Can I build this with lookup tables and formulas and automations?

Hi everyone, Table A is meant to be just an overview of the project. The start dates, deadline given, and date returned will be entered manually as they change often. Here is a screenshot of the relevant part of Table A.Table A Now I’m creating Table B. In Table B I want to keep track of how long it took the team to finish each phase and each stage. Here is a screenshot of what I have so far:You can see in Table B I will list each stage of a phase and I want to track the start and end dates for each stage. Ie it’s more detailed than Table A. I’m wondering if there is a way to capture the dates in Table A and put them in Table B. In Table A the “Phase” and “Stage” columns are Single or Multiple Select and will change as we progress through the phases. In Table B the “Phase” and “Stage” columns will not change because I want to capture the timeline for each stage in each phase.  So I want “Real Start Date” in Table B to capture the “Start Date” in Table A if it matches the same Phase and

I've only been using Airtable for a short time, and coming from RDBMS, I admit I'm struggling a bit.Right now, I'd just like to get the equivalent of a “select distinct ... from...” and I can't seem to do it.I have a table with a column called category.How can I create a view containing one row per distinct category?I want to use it in n8n...Thank you for your help. 

Hi all, I’m pretty new to both Airtable and Make, and I’m helping a friend in the construction business (mainly renovations), set up an Airtable system for his workflow. I’m stuck on the best way to create Quote Request records for subcontractors.Here’s the setup:Jobs table – All jobs for each project (linked to Projects table). Each Job is allocated a Trade (Electrics, Carpentry, Plumbing, etc.). After reviewing all Jobs for a project, my friend allocates specific Subcontractors (multi-select linked to Subcontractors table) who should receive quote requests.  This is done by Trade.  He has Subcontractors that could cover more than one Trade. He does not want to auto-allocate subcontractors by trade, as he may not ask all subcontractors in a trade to quote.  However, not sure whether auto-allocating and then removing subcontractors not wanting to send quote requests to, may somehow be a better option - thinking about time consumption in deciding and allocating subcontractors in compari

Hii have a table with fields, where we can upload pictures. I need to make sure, that there is only one picture pe field alowed… how can i do this?At the mament its possible to upload more than on picture.ThxChristian

Hi all. I am pretty new to working with AirTable but have managed to figure out most of what I need to know thanks to the documentation and this community! I have one question by which I am flummoxed, however: linked record filtering.We have a base with a bunch of different tables in it, including one for Team Members and one for Tasks. In the Tasks table we have a field for Status, which is a single-select field with four options: Not Started, In Progress, Completed, and Deferred. Tasks also has a field that allows them to be linked to particular team members.In the Team Members table we have a field that pulls in all of the tasks associated with a team member. I’d like that field to be filtered by task status, so that only tasks that are not completed are shown. I’d think that turning on “Filter record selection by a condition”  and using a static filter like this would work:Filter record selection by a condition, connected to task statusIt isn’t actually filtering, though; all tasks

I’ve spent weeks trying to understand how to properly manage linked record fields in my base, and I’m still stuck. No thanks to ChatGPT - total waste of time. I should have come here a lot earlier. Here’s what I’m struggling with:  I have one main Entities table that contains artists, labels, distributors, producers, etc. In other tables (like Songs and Releases), I need to link to Entities in multiple ways (for example: Artist, Featured Artist, Label, Distributor, Producer). Every time I create a separate link field for each role (e.g., “Artist Name,” “Label”), Airtable automatically creates a new reciprocal field in Entities, which results in multiple “Songs” or “Releases” columns there. This clutters the Entities table and makes it impossible to keep clean.  When I delete these extra reciprocal fields in Entities, it turns my original link fields in Songs or Releases into single line text, breaking everything. What I want to understand is:  How can I set this up so I can have di