Base Design

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 (with special pricing, if relevant), and if necessary an "in stock" record. What I'd lik

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 invoice with a rollup column via the linke

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's name are blank. I am not sure why.   

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 contacted to understand more about their interests, etc.). Then I linked both tables in a list view and

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, but simplified for our purposes here). How would I see [and use in other calculations] the result of (2) alo

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 1. The total quantities for those colu

Hi there,I'm trying to find out if there's a way to share a view link for an entire workspace (i.e., not just a base). Thank you.

As you can see in the attached file, I want to Create a link between anchor campaigns and other campaigns from the same column. Anchor campaigns are the “major” campaigns happening throughout the year and all other campaign types are “subcampaigns”.  I want to link all the subcampaigns according to their start and end date with the Major Anchor campaigns. Please let me know how I can achieve this?

Curious if this has happened to anyone else? ... and why?  In one table, filter options now require that I click apply for them to take effect. See pic below. This is new. This table/view is one of our most regularly viewed tables and never required that. Changes to the sheet would happen live vs requiring clicking a button. The weird thing is too, on other tables, it's not required. We can still edit the filter options and the changes happen live. Curious what might have changed and if I can change it back?  

Hi!I have a system to record the working hours of employees. Through the form in table "timestamp", each employee reports the time of arrival and departure (and lunch break). Each entry is in a new line. Then, in table "Presence at work", I combined these rows for each employee to have all check-ins/check-outs for one day in one row. In this way, I then calculate lunch break and work time. If I group the rows by name and date, I can get a monthly attendance statement.In a completely different table ("holidays leave"), vacation requests are submitted via a form, where vacation days are added up.Now, in the table "Presence at work" (or in some extra table), I would like to have a monthly display for each employee of how many hours he worked, how many hours he used vacation and sick leave, and how many hours of holiday there were.Any ideas on how to make it as easy and automated as possible? So that I don't have to connect the tables manually. So how to add those missing information

Hi there Airtable Gurus,We have four bases in our Airtable workspace:Base A: This is a new base connected to our legacy software, which automatically adds order numbers into Base A. We want to link this base to our existing Bases B, C, and D using the primary field (order number) from Base A.We would like the primary field (order number) from Base A to be selectable + within Bases B, C, and D within Airtable and via forms to ensure clear linkage and consistency to orders. These separate bases (B, C, and D) need to connect and relate back to Base A.Currently, I have tried having Base A synced with tabs in Bases B, C, and D. We want the connected information from Bases B, C, and D to be integrated into Base A through linked fields. While I have this information working through my synced table tabs within Base A, these extra linked fields are not appearing in the original Bases B, C, and D.Having this integration will allow our legacy system to update accordingly.Alternatively, my other s

Hello,We're an edtech startup for high school students.In addition to the in-app exams and quizzes, we also run offline exams in Telegram groups to mimic school exams (around 3 times a week).We send out a pdf to a group chat, and then each student solves the exam by hand, and then takes a picture and sends it back to us. Our teachers then give each student a grade and reply to that student. This is important because we want to see the steps in their solutions.These offline test scores need to saved so we can achieve the following:- Keep track of each student's scores over the school year- We send out report cards based on these scores- Check if a student doesn't have a score recorded, so we can check if they didn't do the assignment (assuming it wasn't an error on our side)- Keep track of when our teachers submit a score (to ensure timely responses)Right now this is all done on sheets.We were thinking of using Airtable.Do you think this is something that can be achieved? I didn't find

Hi!I have formula field for duration of a lunch break (datetime difference between lunch strat and lunch end). It gives me duration in minutes. Now I'm wondering if there is a way to sum this time?Thanks

Odd one, but I've noticed it a couple of times in the last week, so I wonder if it's a quirk of a new update.Basically I have a Status dropdown with a default option applied, called PlannedOne view that has some filters, including "If {dropdown} = ARCHIVE: Amendment"There is no grouping for the dropdown options in this view.Yet, when I create a new record it defaults to ARCHIVE: Amendment.This is how the filters are setup. Anyone know why this is? It's very frustrating. Is this a bug?