Base Design

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 🙂 

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

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 a

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."

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!

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).  

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?

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 possibl

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

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!

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

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?

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

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.

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 a

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!

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? 

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 🙂

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?

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

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