Base Design

In Airtable, a normal one-to-many relationship between two tables is bi-directional. When I create a link-to-record field in the parent table, Airtable automatically creates a mirroring link-to-record field in the child table. But if I create a link-to-record field that links to the same table – a self-join – that mirroring field does not get created. I was trying (as an experiment) to create a one-table to-do list, but I wanted a task to be able to have sub-tasks. So I defined the link-to-record field linking the Tasks table to itself, and called that field (that relationship) “Subtasks”. I created a task like “Prepare for vacation” and then added subtasks to it by clicking into the “Subtasks” column’s + button. And then Prepare for vacation [Subtasks: Get gas in car, Pack, File vacation form…] Get gas in car Pack File vacation form at post office etc. That works fine. But now what I’d like to

How can I do a negative filter? Let's say I have a multiple select field with letters A-E. I can easily filter to show all records that contain all of D, E, and F. But I want to filter OUT all records that contain all of D, E, and F. Just D is fine, D and E is fine, etc. Thanks for your help!

Hi Everyone.Quick question.. I think I already know the answer, but just double checking to make sure..I work for a company that is starting a marketing campaign, I wanted this to include an Airtable form that customers can fill out a form for an appointment.We have two divisions in the company and what I am looking for is to have a limit for appointments per day. So three appointment each day per division. I think this may be too complicated for Airtable, especially for a simple form.  Either way let me know if there is a solution to this! Thanks

I have a base that allows my constituent departments to submit requests for communication/outreach production. Each department has an individually tailored interface so that the fields are customized to what they need and use regularly with departmental communications. This allows me to maintain all requests in a centralized location, but also keep and track long term comms. planning separated by department.I need to be able to utilize the "user" field in each interface so that records can be assigned to one or more individuals. However, each unit should only have the ability to view and assign users that have access to that specific interface. Right now, it shows all users who have access to the entire base. It even displays deactivated users. Further customization of user settings, groupings, access, etc., would be even better, but this basic setting is a must for our needs. If anyone has any insight on how to make this happen, we'd be so appreciative! 

I have Budget table which has cost field, variable cost, and month field (Jan to Dec). Cost field has some default amount. Variable cost field is editable which user should give some value(amount).Case 1:Cost | Variable | Jan | Feb | Mar | Apr | ......... | Dec | $60                     $5     $5    $5     $5               $5     Case 2:Cost | Variable | Jan | Feb | Mar | Apr | ......... | Dec | $60      $120      $10    $10  $10   $10             $10     if the client's budget amount is more than the standard cost. in that case, the user will provide the original amount in the Variable field to split the amount into 12 months. but i

I want to change a field type from single line text to a multi select. There are 606 records inputted as single line text, but we need to make them multi select as we will be using that data as tags in Softr to create search capabilities. When I go to edit the field, it keeps throwing the error "An error has occurred. Please refresh this page." Refreshing the page does not help. Has anyone experienced this same issue? Please help.   

Good afternoonStill a newbie to Airtable so I appreciate the help.I have a series of tables that have a "next follow up" column and I'd like to be able to create a table that would show only those with the due date of today.  In other words, it would only show all of my task for that day in the table but the records/tasks would come from multiple other tables within my base.  Hoping that makes sense.Thank you!

Hi,I'm new to Airtable and using it to connect a number of various data sources, add additional data, and create custom views.  I know how to create linked/lookup fields for data I've created in Airtable, but I'm trying to figure out (essentially) how to do that dynamically from an integration.  In particular:* I have a Jira project (PROJ) with parent tickets (e.g., epics) and child tickets (e.g., stories).  The tickets have different types within Jira.* In Jira, the child has the Parent Link field so they are clearly connected.* I made a table in Airtable for the parent and have it synced to Jira.  The ticket ID is the primary field.* I made a table in Airtable for the children and have it synced to Jira.  Ticket ID is again the primary field.* Parent Ticket ID is a field in the child table, and it shows data like PROJ-1234.I would like to automatically connect that with the parent table so that I can add oth

Hi, I'm trying to track accounts added or lost over time. I want to be able to view this data by week, month, quarter, or year and compare it to the previous period. How can I set this up? Base contains Customer Name, Added Date, Lost Date among other information. 

This is a very basic question, but I don't have the terminology to google the things I'm trying to learn, so patience please..I've spent a while getting used to creating bases for record keeping with lots of automation etc. But I now need to get my head around using airtable to identify patterns and trends against varying factors. My first project to start understanding this is to start unpacking sales trends from our honesty shop.I have it setup in airtable like this:Table: ProductsThis lists all our products with its standard pricing. It links our stocktake table (and our seeds table, and harvest table).Table: StocktakeLinked to products. Here we enter anything that goes in or out of the honesty shop, as well as noting any special pricing (which overrides the pricing from the products table). When I enter a stocktake, it creates an "archive" of the stocktake, a wastage record, a sales record

In my company, I have a main database that contains all the data. I want to create another database that only includes rows where a particular field is not empty. To achieve this, I thought of synchronizing the two databases and, for this purpose, I read the tutorial page https://support.airtable.com/docs/two-way-syncing-in-airtable. At a certain point in the tutorial, I am asked to select the 'Allow edits from other bases' option. However, this option is not selectable. What could be the problem preventing me from selecting this option?Thank you.

I have a field that is a formula (and the primary field in a table) (as you can see below)I have it in a sync view in the original table.I have my sync settings set However in the base table that it is being used to sync into the field shows as a long text field This doesn't seem right!

Hey guys,I am trying to build a company wide resource management tool using the timeline interface with utilization. This works with how I normally do resource management for tracking individual rolls where everyone i tagged under the same linked field, but I have yet to figure out a good way to do it if people are tagged across multiple different linked fields. We have our crews tagged by which role they play for each project (project manager, account manager, artist, etc) in linked fields for each role. This is great for laying out hows working what role, but recently my company wants to see what everyones schedules are to better plan out projects. I've thought of trying to have an automation pull the entire crew into one "All Crew" linked field, but that doesn't work. Do anyone know of a solution for this? Whether it's pulling everyone into one field or being able to view multiple roles in the timeline?Thanks!

Hey guys!Quick question on best practices for Base sync, I currently have multiple views for each base sync but wondering if it's better to have all syncs under one view.Example:Base Clients pulling from table Companies has separate views to sync to Internal Department Base 1, 2, and 3 (SYNC - Department 1, SYNC - Department 2, etc).I have done it this way to be able to quickly view where the synced data is going, but often I find I am syncing the same exact data. So is it better to have all the same data syncs pulling from one view?Our airtable performance speed has also started slowing down and I'm wondering if this is a way to help speed things back up.Thanks!

I have a number field, no formula related, just simple number field. I have been trying to type 0210, it shows 210 instead, the leading "0" is automatically missing, is there anyway that I can keep the 0? thanks

Hello! I have a rollup column that looks fine in the original base, but when synced to another base some of the cells seems to add extra information.For example, in the original base, a cell in the column will say "Person A, Person B"In the synced base though, the same cell will say " , Person A, Person B" instead, as if there's a blank record ahead of the rest of the list.This doesn't affect all cells in the column, just some. Would someone know how to make the column behave correctly in the synced base?

I use Airtable for my accounting program. My goal with this post is to discover how I can allocate specific and different values from one payment record to multiple linked invoice records. The intent is to provide an unpaid/open balance which is simply the invoice value less the APPLIED payment. Currently, I have only two tables set up for this base. I am wondering if having a third linked table to address the application of different amounts going from one payment record to multiple invoice records will solve my problem. Background: In my base, I have two linked tables. The Invoice table consists of invoice records. (In the Invoice table, one record = one invoice). The Payment table consists of payment records made against specific invoices or a specific invoice. (In the Payment table, one record = one payment). I link invoice record(s) to payment record(s). In the invoice record, I have a column that calculates the open/unpaid balance of the invo

I have two bases and two tables.  Base 2 Table 2 table has initiative name , objectives, key results, earliest date (based on all projects in base 1 table 1) and latest data (based on all projects in base1 table 1)  and list of all program that have the initiatives.  Base 1 Table 1 contains program name, program description, type, priority, start date and release date, status, initiative name.  Base 2 Table 2 is synced to Base 1 table 1 so I can have the product manager can select the appropriate initiative in their program. In base 2 table 2,  I want a field to automatically add projects that have the initiative specified..  Right now, base 1 table 2 (which is synced copy of the initiatives) has the correct project names listed. However in base 2 table 2 the field of the project'

Hi everyone. I'm new to Airtable and getting used to the automations and tools. I'm hoping there's a way to do what I'm trying to accomplish, even if it's not the way I'm thinking...First, a little context:We teach different types of classes (at least 😎 and have a list of students we contact to offer classes and enrollments. Some students may take only one class, some may take 3 or more.What we have doneWe want to be able to store our students' information, assign them to the groups they are interested in (for example, if they are interested in class A, B, and D), and perform the registration process(es) for each of them.To do this, I created 2 tables: one for the classes and all the information related to them (price, dates, location, etc.), and one for the students, where I store the students' information and track their stage as a lead (if they are new, if they need to be

I need to create a base that will allow a user to add a new item (a change in operations, ie: we now date all produce boxes upon arrival, or Host to open all doors for guests arriving and leaving)then each item is assign to a department (Kitchen, Host, etc)Then each team member is to sign off on new process I can create the first part, however, how do I build the base to allow for staff to initial/sign any changes for their assigned departments? (without logging into airtable - this would be liked to Glide apps)I need to be able to view the change, department and all signatures (plus who has not signed for that department)  

Question on best practice. As an automation consultant, I'm building a CRM for my client which will integrate with Typeform, Make etc.Eventually I'd like to transfer ownership to the client while keeping enough access for any maintenance, but I am foreshadowing changes to credentials/access tokens etc resulting in broken links on integrated apps.How does everyone else do it with the least amount of moving pieces in the transfer? Do you start a new workspace and get the client to sign up for a paid Airtable account?

I have a fields called Due date and I am looking to highlight/color the value of this field. ( this is a date field not a single select or multiple select)Is there are way to only color the value of that fields ( not the row )

HiThis must be possible!?So I want to populate an Airtable from a Softr.io front end? I want users to be able to create records.As part of the user sign up process, I will capture their address/location.When they create a record, I want airtable to populate a field with location. This location should be pulled from the user record.Does that make sense?

Hello!Have a bit of a challenge and wondering if anyone else has been in a similar situation / need, and how they may have addressed it.Scenario(1) Simplified case: Say I have a Projects table that specifies a StartDate, EndDate, and EstimatedHours. I have one record (Project#1) that starts in JAN and ends in AUG with 800 hours. Assuming a simple linear average, how [would we get Airtable to tell me how] many hours should I expect to spend in MAY?(2) The first complication: There are many projects (of course), each with their own overlapping StartDate, EndDate, and EstimatedHours. How I can get Airtable to report what our total monthly commitment is for MAY? JUN? etc?(3) The second complication: Say there is also a Resources table (i.e. the labour that will be working down the commitments). Each of these records has their own StartDate, EndDate, and AvailableHours (not actually,

I have created a base to track various components of our commercial kitchen operation.I have bases for Menu Items, Prep Items and Ingredients.I have created various columns for the quantity of ingredients for each dish and need to roll them up into the quantity of ingredients in total for a given period, using sales data.Because there may be multiple meats involved in a dish, I have created separate groups of columns with Qty Meat 1, Single Select Meat 1 and a formula column that multiplies Qty by average weekly sales. I need to roll this up into the meat table so that we can calculate the total quantity of each meat we use per week using a formula to sum the four columns for each meat.This all works fine for the first meat, and works fine for the initial calculations for the remaining columns (to Meat 4).However, when I roll up these columns to calculate the total, the second, third and fourth columns are grabbing the Meat single-select from Meat