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Base Design

Need help with your Airtable base design? You've arrived at the right place.

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  • 8,412 Replies
3359 Topics
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TonyDNew Participant
posted in Base Design
Weekly Business Health Check - Form, Data, Dashboard - How to do it?

Hi,  I'd like to create a "Business Health Check" Dashboard, and I'm thinking Airtable might be a good way to do it,  but as a new user I'm not sure how to start. Basics:1. Dashboard view:   Show changes to each category over the past few months (line charts most likely)2. Form:    Owner would fill this out weekly with data for that week3. Data/Questions (this is where I'm not sure how to lay the data out for the questions, or to record it in a way that the charts could use it).  Question examples    - Time Period (Date 1 to Date 7 - usually a week - ie Mon-Sun)    - Booked for how many days out (likely do this as a number field:  1,2,3,4 .....     - How many new inquiries did you get from x source this week?  Number field    - How do you feel about business this week?  - Drop down selector - Not Good, Good, Indifferent      Doing the form so it captures the time period is

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TheTimeSavingCo
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dboss24New Participant
posted in Base Design
Data in the Interface is not the same when filtering it by date using a button

1. The Date Time Button in the filter when we select a date the data is not the same in the table where it is linked? When we select the past month, the value of the data is not match in the table when we filter it2. Can we do math operations in a table that is not in the same row but in different row?

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TheTimeSavingCo
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kennypurnomoKnown Participant
asked in Base Design
I want to roll up only the n-th of the linked record

Hi,I have a table named "Customer" whose field is "Address"I also have a table named "Invoice" where the associated fields are "Target Customer" where it is linked to "Customer" table and it can linked to many customers; and "Latest Address" which is a roll up field.In my case, i only want to retrieve the last address of the last linked customer. So if i have ["Customer1","Customer2"] in "Target Customer", the "Latest Address" must be Customer2's address only.How can i achieve this?Note: Customer1 and Customer2 are not related to any created time or updated time or any min max value. The sequence is totally random. Thank you

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green_dragonNew Participant
asked in Base Design
when printing a gallery view, prevent cards from breaking across a page

I have a base that is mostly photos, with reference numbers on each one. Because the photos are the "main event", I am trying to use gallery view to print and/or save as PDF.However, I find that cards often break across pages, and sometimes leave the photos invisible. See example, attached.Is there a way to make gallery view print so that cards do not break across 2 pages? Eg, if a card is to big to fit on the bottom of one page, I'd like the whole card to bump down and begin at the top of the next page...Thanks!PS, here is a view-only link to the base in question, if you want to take a look for context:https://airtable.com/apphd3iQywmXlOo2D/shreaoqDCsKGsNO9G 

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SanjiovaniNew Participant
posted in Base Design
fillout forms and airtable updating multiple tables

I have created a form using fillout and and added a forms table in airtable How do I auto update the client table, services table, etcI would appreciate any assistance 🙂 

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TheTimeSavingCo
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Henry_MeiklejohNew Participant
posted in Base Design
Structuring a base with re-usable tasks for customer success

I am looking to set up a base to manage client onboarding and success.I'm fairly experienced with Airtable and I've built project management bases in the past with linked records and lookups but what I want to build this time has some unusual features and I'm scratching my head how I accomplish this. The use case is something like this:Each new client we bring on goes through an identical series of steps/tasksThese series of steps/tasks can be broken into "modules" such as 1) onboarding, 2) mid year review, and 3) year end review. Each new client added to the base can be enrolled into a module and have a set of records created for their instances of the corresponding tasks. The tasks will be have statuses To Do, In Progress, Done. These roll up into the module. When all the tasks in a module are complete, the module will be marked done.For each client I want to visualize: 1) Their list of tasks (grouped by module), 2) Their modules (with the status)Also want a global view of

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ShreyasMadhanNew Participant
asked in Base Design
VLOOKUP style matching

Hey guys, Really new to Airtable and not an excel expert either. I have been trying to create a Master Catalog / Master SKU table which contains fields like SKU variations, Amazon ASIN, Category, sub-categories, landed costs etc. I have also assigned a Master SKU code as the Primary and this may overlap for some SKU variations. I want to create another table where I can import the Sales data in excel format, which carries the Amazon ASINs (not all of them populated in the Master SKU) and Units Sold. The excel may also contain other data that is not relevant to this exercise. Similarly, I would like to create more tables to upload sales data from other marketplaces (each has their unique marketplace product ids) as well. How do i get Airtable to recognise these ASINs (or other unique marketplace ids) & match them with the Master so that I can link the records ? Or do i have to key in each line of Sales Data as a New record in a New table and then individually link eac

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TheTimeSavingCo
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amelia_razikNew Participant
asked in Base Design
"Edited by pasting"

I developed a table that looks up records from other tables in a base. My colleagues all say that they have never touched this table, yet revision history of multiple records in the Linked column say that they were "edited by pasting." I have searched AirTable FAQ and can't find that phrase anywhere. Has anyone else seen that with Linked & Lookup fields? Perhaps my colleagues just don't remember that they did this? When I add a new record and see it show up in the Linked table, it just shows that I edited it, not "by pasting."

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Dan_Montoya
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mayamiracleNew Participant
posted in Base Design
Field Permissions

I have a table that was transferred to me over a year ago and now I am the owner. I recently upgraded to the Team plan. I can input data into the template but now matter how I change my field permissions, when I try to delete a row is says: "this table is configured so nobody can delete records". How do I change this? If I am the owner shouldn't I be able to change this. Thank you for your help!

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kuovonne
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sergiolocoNew Participant
posted in Base Design
How to set permissions for specific rows based on the user mentioned in a column?

The community's help is really needed. I need to figure out access to certain rows in the database.Scenario: Each row of the table has a "USER" field. In it I select users who have access to the table (screenshot #1). I want to make it so that "USER" see only those rows in which they are selected and can edit these rows. All other rows where they are not selected in the "USER" column, they either cannot edit or cannot see (it’s better if they don’t see it, but it’s not critical).  

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ScottWorld
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Admin_Departme1Participating Frequently
posted in Base Design
Kanban View Based On # of Weeks Enrolled In Program

I currently have a formula running for # of weeks someone has been enrolled in the program.  Is there a way to have a Kanban view with 52 columns (1 for each week of the year) and have the clients auto populate in those columns based on # of weeks enrolled?

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TheTimeSavingCo
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EricGuyParticipating Frequently
posted in Base Design
Is it possible to use Timeline View to display records base on time?

Hello,I am building a Scheduling tool for my company and a feature we do for our clients is "Scheduling Optimization", where we map out their schedules and look for ways to cut down on headcount, merge shifts, etc.I was hoping to use the Timeline View to display the schedules with both date and time taken into consideration, but despite the "Day" view having an hourly breakdown, it still displays each shift as an "All Day" event: I am aware that the Calendar View does this properly, but the problem is the orientation; I'm often working with events that are 100+ staff per day, so the Calendar View is somewhat unusable:The Daily Calendar view is a little better, but I need to see these records from a weekly view in order to properly assess possible optimizations. What I really am looking for is to be able to have either a Timeline View that properly displays record width based on time OR a Calendar View that I can flip the orientation where time is splayed sideways (if that makes sense!)

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Sistema_Aotearo
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AirtableIsGreatNew Participant
posted in Base Design
Monthly Totals Table

Hello - I'm trying to create a table with my KPIs that combines 'campaigns' and 'clients' into a monthly view that sums up the total of all the campaign KPIs for that month separated by clients.I've recorded a Loom that hopefully gives the needed context: https://www.loom.com/share/dcfb0a9283fe471d82f5ea3881422cb1?sid=08af2930-5cfd-45f3-b89f-07aacb52ba07

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kujainParticipating Frequently
posted in Base Design
Building an automated weekly Executive Project Status Report to send as email

hi there!A newcomer to Airtable and really excited to explore and see how I can build a robust system for my use cases. I manage a construction company and am trying to build a robust PM interface to handle the various activities that happen during pre-construction, in-construction and post-construction. There's a lot there but one important aspect is the idea of automating a status report to share with the top management.Currently I build this manually in email and share with the team. This includes a genera summary of activities during the week, any red items (tasks that have been delayed) and then a list of open items and their last activity.Assuming all these items are logged in a table with their activity logs in comments (unless there's a better way), is there some way to automate this report to be generated and emailed end of each week?Thanks very much for your help and advice!

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TheTimeSavingCo
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Federico_TriulzNew Participant
asked in Base Design
Error on the notifications button

Hello guys,our client has this issue from a couple of days. He has (a lot, I know) of unread notifications but whenever he tries to click on the notifications' button he keeps getting en error which I've attached below.We've already tried to delete cache and cookies, nothing happened. Tried on a different pc, same error.Anybody can help us?Thanks

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JPPSO_NCParticipating Frequently
posted in Base Design
Checking if a record exists and displays a simple message

I have 2 different bases, extensions and 10 day. I want in the 10 day base to have a field that can check and see if that record also exsists in the extensions base. If it does it says exsists or doesn’t exsist. ‘is this at all possible?is there an easier way to achieve this?

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TheTimeSavingCo
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LucyTheWIPNew Participant
posted in Base Design
Form permissions

Hi, I created a form in airtable so people could populate their information directly for me into my grid view. However when I sent the form, people had to ask for access - which access do I grant them? And they were asked to create an account - I did not select ' see who submitted a response to the form' at the bottom so not sure why this has happened. I have made everyone an editor but am now being told that I have too many editors for the free plan. Have been looking around but there seems to be no simple answer to this? Thanks, Lucy

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kimsNew Participant
asked in Base Design
Option to "Download CSV" is not available

When I remove all filters and show all fields, the "Download CSV" option is not available when I open options by clicking the view carrot. What am I doing wrong? - Thanks in advance.

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Luka12New Participant
posted in Base Design
Multiple issues from one form? Linking out of a form?

Hey,I've started using Airtable recently and have now run into two issues, that stopp me from really using it fully. One of them is:I use Airtable to track deliveries. We get orders which usually contain a series of Deliveries, 99% of the time containing identical items but with different order numbers and delivery dates.I'd love to have one form where a I can put in such orders, which fields to put in as many orders as needed, each creating their own issue upon submitting the form.Is that possible with Airtable and/ or Fillout for Airtable??? Second problem: I need to have items for the deliveries created. I have Inventory items, that already exist. But since items within deliveries get serial numbers, notes, etc., I can't just use them, I need to create ´Delivery Items out of Delivery + Inventory item. In a form I can pick the inventory item, but I've not yet found a way to a) create the Delivery Items from the form and b) link those to the Delivery, so I don't have to do a

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ShantiRochesterNew Participant
posted in Base Design
Same tasks for different projects

Hi,I have a tracking system for a number of different projects that are continuously added into the base. Each project goes through the same steps/actions.One major challenge I am facing is how to track the progress of each step/action for each single project?  Thanks in advance!

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SpelaUKnown Participant
posted in Base Design
How to build employee base?

Hi guys!In my company there are 25 employees and I'm just beginning to build a base. We want to have all information about our employees (picture, name, email, phone number, address, birthday, start of the contract, number of days for holidays-leave etc.).We will also track time - work sheet (when someone gets to work and gets home, also when someone is on break) - we are thinking to track this with NFC (phones or cards).Additionally we want to send leave request via Form (for our director - he then approve it via button in his email and we get signed request on our email).And correct number of days (how many holidays you have for the following year).My question is, what is the best way to build base for this type of information? How many tables (how to sort them)? The main issue is with the work sheet. Maybe something like this? https://www.airtable.com/templates/employee-scheduling/exphSbhght6yyULC9So employee table, work sheet table, leave table.Also a big request to every

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kungfulemmiNew Participant
posted in Base Design
Combine external data source with existing table

Hello, I want to have a merged table consisting of entries I manually created plus entries with the same data structure that i fetch from an external data source via API.The external source could be updated in the future and ideally I'd want the records in the table to update as well. Is that possible? Help is greatly appreciated 🙂

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ManolithNew Participant
posted in Base Design
Create a monthly summary of sales

Hi.I am new to this so sorry if this is the wrong place to post.I have tried to searched for it, but could not find it, so if anybody have a thread about it, please guide me in the right direction 🙂We have just started using airtable for our small business, and have made a table for our orders. Is it possible to create a new table for a monthly summary of our orders? both for number of orders and for a total sum?

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TheTimeSavingCo
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ReinoutNew Participant
asked in Base Design
Show related documents from the same project/sender

Hi,I've got a scenario i'm trying to solve with the interfaces... To give you some background information: i'm working a a project which involves taking care of incoming documents: tag them with info like sender, assign them to the correct project and type of document (bill or letter), amount to pay, etcI created a table called "Document", a table called "Sender" and a table called "Project".The document table has a column "Sender", which refers to the linked table "Sender"The document table also has a column "Project", which refers to the linked table "Project"I created an interface which has a record view on the document table, which filters all "untagged" documents.When you click on a document from the record view... fill in the sender and the project... one should see a list of recent documents that have the same sender and project... in order to detect potential doubles (=same document sent twice). Is this doable with the current interface?So in short: I select a document, i

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cshenoy86Inspiring
posted in Base Design
Secure Table in Airtable

Hi, I was wondering if airtable offers securing a particular table in a base using a password. I want to use the table to store tokens and hence want it to have restricted access.  Any other suggestions on how tokens of third party services like Box can be secured safely in airtable?  ThanksChandrika

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