Base Design

I am creating a form for our website that I will need external users to fill out. I want to minimize user input error so I have created a table with state names/abbreviations to link to the form. When they start to fill out the state it populates options they can pick, but is there a way to make this look better by eliminaing showing where the data is going (it shows 'Leads' the table where it is going and I don't want customers to see that). Or is there a way to easily upload the state abbreviations that I have in the table without manually entering them all as a single select drop down option?Last question, I love the look of the interface form but from what I can tell this is not something you can share with outside airtable users via our website? Other than having them creative an airtable login, is this correct?

Hi Everyone, Thanks for your help in advance and ill try articulate this as best i can.Im trying to create a junction table from 2 tables.One being a table that contains "new leads" exported from a CRM. It contains a persons name, contact details  product and product reference, etcSecond table is a list of vendors/suppliers that have that particular product with product reference. The data is not entirely clean (structured) on the "new leads" table as the leads contain messages/text containing the reference number within it. First question: Is it possible to group and filter the new lead table with the vendor list in a way that would show the vendors that could supply to the following lead, using the product reference.Example:Lead Column: New Lead - Hi i am interested in "Item 123123-001" Vendor Column: Reference: 123123-001Would and could i need to use a formula to identify the reference within the lead? and then Could i link and group the lead with the vendors who

I have failed at several attempts to create a Standard Operating Procedure(SOP) in Airtable. I am looking to have Various Processes that an employee can choose from to create a series of tasks to complete based on that chosen SOP. I have searched in the templates and it doesn’t look like this has been done before. Any ideas how I could structure this? I would also like the ability to add and alter SOPs once they are created. I envision a main table with each employee and a list of the SOP’s they are in the process of and the tasks they need to do.

Hi there, we’re looking for an alternative solution to Jotform. We are wildlife rangers working in African National Parks. We use a Jotform to complete our ‘Daily Station Report’ which includes daily roll call and station statistics. We use ruggedised iPads, we open the form online, go offline to do roll call, and then go online to sync the form (I believe airtable can do same).Our challenge is the insanely convoluted and over complex back end. It takes an entire (frustrating) day every time we want to add a name to the roll call, because of the calculations which add up how many staff present, away, sick etc.We have 64 staff at this park in Zimbabwe, and the Staff Sgt has to read them out and tick the right box (present, away etc). So he can’t write in the name each day, or he’ll standing in front of the rangers for hours! We need a SIMPLE front end (see iCloud link to screenshot of current Jotform) to this, and the ability to EASILY make changes when need be. Also, the Jotform e

Hi all,We have a marketing calendar table which links a CAMPAIGN to individual DISCOUNT records in another table. Each CAMPAIGN has 4 or 5 DISCOUNTS in successive panels, and so we have 5 linked records from each CAMPAIGN to the DISCOUNT table, labeled Panel 1 - Panel 5. I would like to have ideally one field in the DISCOUNT table corresponding to the date of the associated CAMPAIGN, but I can't figure out how to aggregate the multiple PANEL fields into one single lookup. Is this possible?I've tried Concatenate & run into issues with datetime format, as well as issues concatenating empty records). I'm sure there's a way to set it up with IF functions that might work, but figured I'd see if there's an easier way!For context, I know this might not be the most technically "correct" way to set this up, but I'm trying to convince my team to get on board with Airtable by replicating the functionality of a Google Sheets calendar they were using and adding in some additional bells & wh

Hi. My nonprofit is using an Airtable base to support and manage data from youth teams that are conducting service-learning projects. I have a table called "Teams" that holds all the data about each team. Then I created a form through Fillout.com where they can create new records in a table called "Project Plans." The first thing they do when filling out the form is to select their Team name, i.e. a field in the Project Plan table that links back to the Teams table.The problem is that before I understood how linked records work (creates a field in the table where it's created, but also a corresponding one back on the table that it links to),  I would notice the new field in table it was linking to and thought- what the heck is this extra field here? And then deleted it.I now need to create lookup and rollup fields in the Teams table, but have broken the link by deleting the corresponding field there. The "Teams" field in the "Project Plan" table still shows the team name.Is t

Hi Folks,I was wondering if you know if we can use Airtable to create groups and allow collaborations between participants and allowing chats (something similar to idea of Facebook).  Thank you 

Hello, I'm brand new here. Air Table was suggested as a good option for what I need to do, but I need some guidance. (I can do basic things on google sheets or excel.)We're creating a church directory. We've gathered info from families, and someone typed them up in a doc... (Kicking myself for not having made a digital form to begin with!)What I will need to end up with is a database of families with adults and children, mailing address, phone and email (sometimes both for 2 adults), and birthdays and anniversaries. Also, a place to check if they will have a photo in the book, and a place to check that we've verified their info to be correct before including it in the directory. I will need to output 3 different things:The names of the family members to go under their photo. (Family name and individuals with adults named first)The directory contact info listing (Family Name, individuals, contact info)A calendar list of birthdays and anniversaries by monthSide note: We do have some

I need to track what resources are needed for each area of a project. They are similar - ex. XXX at Y quantity or ZZZ cut to A' by B". I need to link the resources needed with each project area.  Any ideas on how best to set this up? THANK YOU!

I am a project manager for a consulting company. We have a bank of questions we ask during our client interviews. I'd like to be able to create a process where our consultants can select specific questions from the master list based on the role of the person being interviewed and then be able to enter the specific answers to those questions for that interviewee. So, Consultant selects a subset of Interview Questions and enters the responses to those selected questions on the Interviewee record. Is there a way to do this in single base?

Hi,i have a database and with group and filter actions I came up with a list of items to print.How could I reach the goal of having the count of the items instead the count of the lines?Tnx in advice

I have a huge database of contacts. I would like to group and categorize these into households/families.My initial thoughts were to group by last name. However many contacts share the same last name yet aren't in the same household. Similarly, some households have different last names.I've currently got a separate "single select" field called "household/family". THis does a good job at seperating the records; I'm not able to count how many options are being used though. Is there a better way to do this?Much appreciated on any ideas! Thaaanks

Hi guys. I made a connection with Make, so I can transfer every incoming email from certain accounts to a new data row in Airtable.The problems are the attachments. I am showing you in the pictures below how I would like them to appear and how they actually appears. We need every attachment to be shown in a preview as a separate file.. The Make-support thinks it is Airtable-problem, so I am grateful for any suggestion.Regards, Imelda

Hi I am a newbie to Airtable so please bear with me.I have been using JotForm to collect timesheet data from employeesand one field contains team members i.e. could be more than one team member in a single field and appear to be space separated in Airtable - in the JotForm itself this is a multiple select for each team member present that dayHow can I view/split this to make individual timesheets for each member listed in that cell i.e. duplicate the view for each one of those team members please?  This would then enable me to share each team members timesheet with them individually?The team member field looks like this:ThanksKalpesh 

HiI want to have a small database to control my clients pending payments, the idea is to have a a way to see wich services are paid and wich services are not paid yet.  And create a sort of query to search if for example one  particular client has bills that we need to collect, like a balance sheet of the amount that we need to bill to a particular client, and also a way to mark a bill as paid when the cliente makes the payment (for this I guess the checkbox is the best option)I don't know if the explanaition is good enough, English is not my native language but what I want in spanish is Cuentas por cobrar, wich in English I think it is translated as accounts receivableIs this possible on Airtable? How can I do this, I appreciate the ideas since I am a beginner on this system and I am not a programmer 

Forgive my ignorance!  I have a column called Tickets.  I ultimately want this column to tell me how many tickets to each event AND separately, the number of tickets for the attendee for each event.  At the bottom of the table, I want a total number of tickets to a venue, despite there be multiple events at the venue.Do I have to create multiple columns to get this?

I have been tasked with developing a system for individuals to evaluate (with a rubric) a series of proposals related to a strategic plan coming in.Individuals are submitting ideas using a Form that feeds into an AirTable Base (Base 1). We are doing this because we also want to visualize the ideas.The idea is that once individuals submit their ideas, a group of people will be able to evaluate them using a scored rubric (Base 2). Initially, I figured I would create another Base and then Sync the Two Bases (One Way) While also adding a form that would input the scores into the New Base (Base 2). I would link them based on either the AirTable ID or the Title of the Proposal. I was then going to create a third base (Base 3) that scores and averages the results of the evaluation.The challenge I am running into is that MULTIPLE people will complete the evaluation – up to 15. I am trying to think of a way to use AirTable for the scoring phase, but there need to be MULTIPLE people evaluating i

HiWe have an Email Tracker table in our base with a lot of data rows, so I want to move that table to it's own base to avoid maxing out our limits too quickly.The Email Tracker table is fairly independent, with the exception of 2 data columns:1 linked records field (linking to the Campaigns table)1 look up field that is pulling in the "campaign owner" from that same Campaigns tableI'm not sure how to best maintain the 22,000 rows of data already linking to the Campaigns table in our primary base.The Email Tracker base will have a Campaigns table that is synced to the original one in our primary base. However, I'm not sure how to get the linked records fields that are currently looking to the primary Campaigns table to now look at the synced version of that campaigns table that I created in the new base, short of manually updating all 22,000 rows!I did a test, pulling in all the information of the Email Tracker. The linked Campaigns field and Campaign Owner field retained their data, bu

I'm using a Google Drive Sync integration with the intention of avoiding going over the storage limit in my base. On the FAQ's for this integration I found this information:Will the attachments in a synced table count toward the destination base’s attachment limits?Yes. Similar to record limits, attachments in a synced table will count against the attachment limit in that synced table's base.If I were to simply not sync the attachments field, will that avoid taking up storage space in my base? With this solution, I could simply rely on the urls provided by the Google Drive Sync integration to interact with my files.Thanks in advance,

Hi allI'm organising a straightforward, but extensive catalogue of books. My users are frustrated when they apply a filter, or do a Ctrl-F search for, say "Fried" and it returns all occurrences of that string, such as "Friedman", rather than the word on its own. Any ideas? I'm sure it's simple . . .ThanksEd 

Hello there! I've built a Base to track "Vacation Requests" and 'balance vacation days' in two simple tables:1) Staff: where fields are name, email, role, hired date, accrued days (formula based on hired date), used days (roll up from the sum of all approved vacation requests), balance days (accrued-used).2) Vacation Request: where fields are req. id (formula), name (linked from staff table), email (linked from staff table), start-date, end-date, requested days (formula), status, duration (formula, only populate if status approved, this field is used on a roll up in the 'staff' table). Up to there, everything's perfect. Where I'm stuck is how to keep track once the 12 month period is reset for each team member. Picture below illustrates an example:   Technically, for that team member that used 27 days already, now "his" calendar starts all over again, and he now should have 28 days available. Since all team members have different "hired dates" this is where I a

Hi Everyone,i am new to Airtable and try to build a small solution for our cycling club. We like to keep track of group rides, so i have three tables:Members (List of all Members)Routes with the fields:NameDistanceRecords with the fields:Member (multiple records, from Members table)Route (from Routes table)DateI have a form there a member can create a records and add a records for a group ride on a date and can select multiple members who joined the ride. A member can do the same route on multiple days.Now id like to create a view which shows a member list with the sum of the distance of the routes.Expected output:Marianne Westhoff, Distance 40Marcel Mertens, Distance 30Daniela Feuersträter, Distance 30Max Wievel, Distance 20Werner Heldt: Distance 20How can i do this?

Hello community! I am looking for assistance with the design of a table that involves records with a field linked to other records within the same table. I know how to include differed records in a field but I donk know how to see in the second ones that have been connected. Let's see an example: I have a table with a list of schools. I mark in a field of one of the records (school 1) that collaborates with 2 other schools (school 2, school 3) (I use a field linked to the base that permits multiple records). The question is: how can I see inside the records school 2 and school 3, that they have been linked to the record school 1? Is it a way to get this? Thank you very much Marta

I wanted my user records to have a field determining skills and proficiency for each skillsSay for exampleFull Name | Language ProficienciesElsa | English - Beginner, Dutch - Mid-Level, Japanese - FluentHow do I achieve that?  

Hey team, I’m looking to create a form where our team members can submit updates on the Objectives / Steps they’re working on. Ideally I’d like to have the member select the Objective and based on that, the Steps option will filter to the steps within that Objective. Is that possible?