Base Design

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

Hi Everyone,I am sure this is a common question, but I can't seem to find it... When staff join they have a 3 month/6month and 9 month review. They then have their Annual review (which is always 1 year after their 3 month review). They then have a mid term review and an annual review. My question is...Is there a script/formula that takes the last date entry in Person A's row and creates a date that is 6 months after it so I can then run an email automation 2 weeks prior to that date to remind Person A  their review is coming up. In my example below (DATE FORMAT IS EUROPEAN) As you can see Person B has been employed longer so they are further down the chain they have just had their Y2 annual review and so their Y2 mid term would be 6 months from then (ie 22/7/2024).Person A's however is still in Y1 and has just had their mid term so they are due their Annual review on 6/5/2024.So each row will be a different person who will have

When I link table entries to another table I get these boring gray boxes with the linked record. It gives me no information other than the name. It would be great if I could, in the formatting tab of that link, choose a view from which it should get the color information. Example: When I have tasks with a complete field in another table and I link these tasks in my project. I could create a color coding in my tasks table: Done tasks are green. In Progress tasks are yellow. Not started tasks are red. Now in the project table, in the link column, I would say: Take the colors of this one view that has the colors. Now the grey boxes would be green, yellow and red, depending on their color in the other table and I would have a huge informational boost at a glance. See this mockup.

Hi guys, I was wondering if it is possible to change the linked fields inputs in different colours like they are shown in the original table (that had the field type “Multiple selection”). It is a shame that the linked field inputs are all grey. If you can help me out with this one, would really appreciate it.

Hi, does anyone know how to copy fields of a form to another form? This in order to avoid adding the fields  manually

I work at a nonprofit organization that is also a neighborhood association with dues paying membership. Currently, we have all programming participants in a main base that links them to events and other things. The records serve as almost a "client profile". I would love for the airtable database to also help us facilitate membership payments through Zapier and maybe even Stripe? Essentially, enabling folks to make a membership payment through Airtable OR allowing for their membership payment information to be filtered and recorded in their "client profile" in Airtable.Is there a way to do this? Does Airtable have an extension that will assist, or will I need something else to make it happen?

Good day fellow AT'ersI can copy paste multiple company names into an empty field of 'companies' in the interactions table.The result is that AT will add for every company a new interaction. For example, if I paste 3 companies, AT will add 3 new records of new interactions.This is great, but what if I want to add the 3 companies automatically into the field? I can do it manually, but if there are too much companies this is not feasable.

I know this is a duplicate of this post, but I’m not allowed to add to comments to that one, because it’s locked. I always have to delete those columns when creating a new table. And I always like to rename the first view as “Main”. It seems minor, but it is rather annoying, and I make new tables all the time. I am a web developer myself, and that allows me to say the following: I don’t feel this would take too many person-hours to fix. (That’s just my opinion, I could be wrong.) Just wanted to throw a vote that this gets implemented at some point.

I am looking for some guidance on how to move our progress invoicing to airtable.We have been using Airtable for a few years now and it works great in having everything centralized. Mainly using it as a custom built CRM.We are working on multiple projects simultaniously and need to submit progress claims to each of these projects monthly. Each project would have a minimum of one accepted Quote attached. Sometimes it has multiple accepted Quotes due to change orders...I have set it up in a way that whenever a quote is accepted it creates multiple line items in the Tasks/Line items table. One for each of the line items within the accepted quote.We then invoice a percentage of each of the line items at the end of every month. Question is:How do I set this up correctly to be able to do this the best way? Essentially I will need to pull the line items applicable for each approved quote within any given project and then apply a value f

Hi,Being somewhat new, I have a couple of questions about sharing views.I have a base for a book club.  It has a Members table and a Books Read table.  The Books Read table contains Date, Title, Author and Member who proposed the book.  This field uses a link to the Members table itself.  Works good so far.First question:I'd like to send an email to the members with a link to the grid view.  I click "Share" from that view and copy the URL link, then add it to an email.  Will that URL link change if I add records to the table, or if I add fields to the table?  If not, I can continue to use that same link, right?Second question:Assuming the link doesn't change, I created a QR code with QR Tiger for that link.  I'd like to embed the QR in the body of the email, along with the pasted link, so the recipient can either click/tap the link or use their camera to access the grid view.  Is there any way to st

Say I have this Base A. As I have more and more Tables added to it, I want to split it to twoBases A and B to better separate my workgflow.Is there a trick to make a table in base B keep linked to a table in Base A? I understand I can use Synced Table to achieve this somehow?My plan for now is to duplicate Base A and rename/make "Base A Copy" into Base B, and then delete the unrelated tables in each base to split them. Ie, in Base A, Tables 1, 2, 3 stays and 4, 5, 6 gets deleted; in Base A Copy (ie Base B) Tables 4, 5, 6 stays and 1, 2, 3 gets deleted). But Table 4 is linked to Table 1. Is the only way manually relinking everything? Thanks so much in advance.

Would it be possible to disable database snapshots, delete/clear out database snapshots, or configure snapshots to ignore specific fields?The way database snapshots currently function undermine any meaningful data deletion or redaction strategy for an active base. Our organization uses an automation to redact certain fields in our database for any record over X days/months old. While this automation cosmetically redacts the data, the original, pre-redacted data is preserved in the database snapshots. As database snapshots are not able to be deleted separately from the base they're attached to, the only way to ensure that redacted information is not preserved is to duplicate and then delete the database.While a workaround exists (duplication+deletion), it's tedious, creates broken links, and makes operationalizing a data retention policy difficult. As a base admin, I would like to be able to either disable database snapshots, exclude certain fields from snapshot functio

Hi there: There are two records with to dates, I need to use the DATETIME_DIFF function, but it only works If I have the fields side by side, not in two diferent records. How can I work this out?

As others said, attaching facebook selfies to Airtable is not popular at work. But attaching sample pictures to records from web search *IS* one of activities enterprise customer employees do often.N-O-T a good choice. https://air.tableforums.com/t/web-search-in-adding-attachment-pictures-no-longer-avail-from-jan-30/1045

I have a fairly niche-type issue that I've not been able to figure out; for context, I've created a check in base optimized for a team of supervisors to check in/out staff using the Airtable mobile app. I have 2 tables linked together, where one represents 1 record for every shift (named "All Shifts"), which is linked to a table (named "BA Data") that houses the staff info of whoever is scheduled for a shift. I would like for my Supervisors to be able to open the linked record (aka "BA Data") while looking at the "All Shifts" table and be able to modify a "Current Location" field and a "Lead Notes" field (both are housed in the "BA Data" table). The navigation to do so seems to work just fine, but when a user opens the linked record from the mobile app, it appears that the Sort is defaulted to newest to oldest fields, in the order they've been modified; I know this because when I converted the oldest field to "Current Location" in order to bump it up to the t

HiI have two tables Customers and Orders.  They are linked on CustIDI want to be able to find the latest order date (Order Date) for each customerAny ideasThanksMike

I have a payroll base that tracks timesheets and commissionable transactions for our employees. It includes the following linked tables:EmployeesTimesheetsThe Employees table includes information for name, address, email, etc. Additionally, there is a Straight Time (ST) Hourly Rate field. We have thousands of records in the Timesheets table from daily entries submitted by employees. The submissions simply consist of:Employee NameStart Date/TimeEnd Date/TimeFormula fields calculate the number of hours worked. To calculate ST Gross Pay, a lookup field displays the ST Hourly Rate from the Employees table. That is multiplied by the number of hours worked.We recently decided to give an employee a raise in his ST Hourly Rate. My problem is that if John has a ST Hourly Rate of $20 and I change it to $21 then, based on the present calculations in the Timesheets table, all my historical records reflect the ne

For my small business, I have three levels of information I'm trying to manage. I have (a) the human client, (b) their pet, and (c) the services that they want for their pet. Each human can have multiple pets, and each pet can have multiple services. The projects themselves occur at the pet level, since one human might come back multiple times with different pets, and all the services for a pet occur at once. A pet will not come back for more services again in the future, so it makes sense that we could consider "pet" to be the main unit of analysis (sorry, I'm a social scientist by training, forgive my lingo). A big part of my work is thinking about how I complete tasks by what services I need to do in any given day; in other words, Spot might need Service A, Service B, and Service C done, and I care about knowing what services I've already done and what I still need to do for Spot. Although Service A is always "Service A" for every pet, the price for Service A changes depending on

Hi everyone.I'm helping a teacher to manage student's lessons.Let me tell the need:There are lessons that students have to assimilate.Each student is in a group.Each group has courses.During this course, teachers note progress for in lesson for students (students are following different lessons in the same course).A teacher should be able de note easily the student's progress.It should be possible to check the global progress of each lessons for students.I don't know how to do it, I tried different architecture with no success.Please, could you help me?

Hi everyone, a coworker and I are designing a new AT system to help our communications team manage content production, marketing campaigns, and individual tasks related to both content and campaigns. To solve for multiple needs and use cases, we're thinking of creating a standalone base for each one of those buckets (content, campaigns, tasks) and using two-way syncing to make sure they're all talking to each other. The issue: When our team leaders create a new campaign in base 1, they also want to create new pieces of content (stored in base 2) and assign that content to team members as part of that new campaign. They want to be able to fill all that information out in the same place. Is it possible to design an interface form (or just a form in the data layer) in base 1 that could be used to fill out both campaign info housed in base 1 *and* content info housed in base 2? And if so, could someone show me how? 

Very new user here.I have a simple base with one table and one form.  It is designed to add new people to a mailing list.  I created a form to add new records, and that seems to work fine.  Now I need to create a navigation.  I would like to see a sidebar which includes 2 items, the table and the form.  Is it possible to have the table and the form in the same sidebar?  I don't really need to see the buttons at the top (data, automations, interfaces).How can I add the 2 items to the sidebar, then reliably cause it to appear?  While playing with this, I saw a sidebar, but once I left it, I can't figure out how to bring it back.  Can anyone help?  Thanks...

Hey all, new at the community. Been using Airtbable since many years and love it. Just have been pushing it further wiht scripts, automations, and integrations. Many springs ago (25) I used to be a developer and the database thinking runs still through my blood. So when I make an base with some use case in mind (probably not wherefore Airtable is intended for) I think of tables that have the flexibility of SQL. Imagine thisBase to keep scores me playing boardgames with friends (because we're nerds and we wnat to know who is the ultimate better player over the years etc.) ps. I actually do also serious things with Airtable but this is simple for people to imagine 😄Table: players (list of people)Table: board games (the actual game, eg. UNO)Table: games (a session until someone wins)Table: rounds (all the rounds played in a game until its over)Table: scores (per round

Hey all, new at the community. Been using Airtbable since many years and love it. Just have been pushing it further wiht scripts, automations, and integrations. Many springs ago (25) I used to be a developer and the database thinking runs still through my blood. So when I make an base with some use case in mind (probably not wherefore Airtable is intended for) I think of tables that have the flexibility of SQL. Imagine thisBase to keep scores me playing boardgames with friends (because we're nerds and we wnat to know who is the ultimate better player over the years etc.) ps. I actually do also serious things with Airtable but this is simple for people to imagine 😄Table: players (list of people)Table: board games (the actual game, eg. UNO)Table: games (a session until someone wins)Table: rounds (all the rounds played in a game until its over)Table: scores (per round, per player) which links to a round

I have a screenshot above where the linked record displays Tags and Employee ONLY. I discovered that they normally pull the displayed fields from the primary view of the table. However, I already checked my Tasks table but I really cant find the view where this is being pulled from. It's not accurate at all. Can someone please help?

Hi,Every time I try to convert the multiple select field (automatic field from import) to Date (with time included), I get this message that some cell data may be cleared. And indeed, most of the cell data were cleared. I don't understand this as my data is clean it is a standard 03/05/2023 7:00:00, 10/05/2023 7:00:00, 17/05/2023 7:00:00, etc As you can see, the three rows show up blank after I try to convert to Date (with time) field.This is the original data after importing from Excel sheet. Would appreciate any advise on how I could convert all data successfully. Thanks!&nbsp