Base Design

We review a variety of documents for client. Such as bylaws, legal governance documents, and financial statements. Currently I have a base and a form set up. The form allows a client to submit the documents they would like to have reviewed and provide their client information. Once that is submitted the base is populated with the documents broken down by category, the clients name and contact, and a unique ID for the batch of documents. At this point we vet the documents to confirm they are the right ones start to extract the information that we need. Data can be in the form of select phrases within a set of bylaws, critical dates of documents expiring or when they were registered, and the financial details of a document. Once this is done we create a summary of our findings and present it back to the client. This is largely done manually at this point with a few automations. We want to start fully automating this process and use Airtable to store our data. But we are struggl

Does anyone have any suggestions or input they would like to offer to help me decide the best way to organize my companies new lobby base? The project is tied to a sign in form (AirTable Form) for anyone coming into our lobby to sign in to.This includes people coming in for appointments, dropping off documents, picking up documents, questions, status inquiries, speaking to a manager (escalated needs), and all the above.We have multiple different departments in our company, so I have been thinking that we have two multi-select fields.1. PURPOSE OF VISIT:- Dropping off documents- Picking up documents- status inquiry- OTHER- scheduled meeting1. REASON(S):  why the person is here today.  And that can be a long list. Even though we have different departments in our company, there is a lot of overlap in terms of the services we provide and often there is a necessary need for multiple departments providing assistance in tandem with one client. My main concerns are how

hi all,I am new in Airtable, and cannot find an ideal solution after searching for few hours.-------------My Question-------------- I have a table[Clients] with field[Email]. And another 2 tables are described below:- Table [Sales] : Sales list indicates which sales is responsible for which clients. The common field between [Sales] and [Clients] is [Email]- Table [Table Number]: to indicate which table those clients are assigned to sit in dinner time. The common field between [Table Number] and [Clients] is [Email]I want to add lookup fields from [Sales] and [Table Number] to integrate all the information(ex. sales, table number) of a client in  [Clients]. How can I achieve it?--------------------------- Since the limitation is one column can only link to one another table, I'm stuck here. Hopefully someone could help, thanks in advance!

Background:I work for a training provider, offering courses online and in-person. We work with ~50 (and counting...) independent instructors to deliver our live Zoom and field sessions.When scheduling our course deliveries, our Program Managers reach out to instructors with the correct skillset and book according to availability (they're mostly self-employed so have commitments that we don't have visibility of). Once booked, PM allocates the instructor to that specific delivery. In Airtable, that's currently a link between our Instructor table and [Year] Deliveries table.Many of our deliveries are multi-week courses that involve instructors teaching different weeks/modules. One 10 week delivery often has 20 instructors allocated to it.We can have multiple deliveries running at any one time, with different instructor skillsets required.The Problem:When an instructor is allocated to a delivery, they will be linked to the entire delivery and not just the dates they are teaching.The PMs th

I have a column with linked records and I do not want the column to have more than 6 records. I do allow multiple linking but is it possible to put a restriction on how many records can be entered? [I want more than 1 but less than equal to 6]. ThanksChandrika

I have a primary field which is an autonumber and I want to change it to a formula (pad the number with zeros, concatenate with another field etc.). My plan is to keep the autonumber, create a formula field, and then change the primary field to be the formula field.Is there any risk with that? can such action break any dependencies? scripts?

Hello. I have a form in one table called "Creative Requests" that has a column to assign it to a project once the form is submitted. In a separate table called tasks, I have a list of what everyone is responsible for. The tasks in the form responses aren't pulling into the tasks even when they're under a project. I am thinking it's because the fields aren't the same, but is there any workaround for this or any suggestions of how to get these tasks all in one location without moving the forms to the same table as tasks? 

I have an issue with tasks and dependencies I could use some help see the video for details.https://www.loom.com/share/7bb070b9fa7043908695d33392036b6d?sid=369d8430-64f0-4117-bcea-85c76a5f1a39

Imagine that I have three different fields.Disboard URLTop.gg URLOfficial invite URLHow do I make it so if a field isn't found in the formula, it'll fallback to the next one of lower priority.For now I would like my formula to lookup three fields.Here's what I've got so far but it only works with two fields.IF({Disboard URL} + {Top.gg URL}='' ,BLANK(), {Disboard URL}) 

Hello everyone. I intend to connect interviews (synced to Airtable from a Google Calendar account) to different records, each one of which represent a single deliverable. The constraint that I face is that if I connect more than one interview to the same deliverable, only the first one appears in the Calendar View of the same table. Can someone help me resolve this?Thank you in advance!

Hi again,I'm facing an issue in base designing and I can't find the answer myself or in this forum, so I'm trying here,I have this field in the table named "Actions", linked to another table named "Inventory", every time I add an action, I can choose to add every item I have in my "Inventory" table.I want to keep my inventory up to date, so every time I add a row in the "Action" table, I want to -1 of the specific item in my Inventory section.Can you help me find a way to do it? I tried automations, but didn't really understand how that works, I tried formulas too, but I'm unsure of the results, given the fact that I can put various items in the Action table.Thank you,Elie 

Hi all,I want to build a base for tracking the onboarding and ongoing training of employees at our company. We have a list of “SOPs” standards and guides. I’ll just call them SOPs here. There are actually several lists (one for engineering, one for accounting, one for HR stuff, etc). These lists currently reside in a series of google sheets that have columns to describe what the SOP is for, who “owns” it, what the status of it is and its priority for training purposes and a link to it (in google drive). Then there is a master list that links out to the other lists. The challenge is that I want to track how well each employee on the team knows a particular standard, and if it is a priority for them to learn it. And it doesn’t make sense to do that in the spreadsheet format. I want to transition this to an Airtable base that relates a table with our employees (a row/record for each employee) to a table with the SOPs. So for each employee there would be a few fields that define: their lev

Hello. I have a base that has the following tables in it: Projects, Tasks, Communications Form, Web Form, Creative Request Form and Photo/Video Request Form. Under the Tasks table, we have a view that shows what everyone is working on. Each Table that has a Form also has a grid to collect responses and assign a user to the task. Is there a way to pull the tasks from the form tables to the "What are people working on" view in the task table? If not, is there a good workaround that might help people not have to check multiple tables?Thanks!

Hello!This is my first post, so I hope I'm posting in the right place.I am trying to use Airtable as a production board for my company. When an order comes through Shopify, I have Zapier tell it to upload the information with Line Items, but my team doesn't always know how many items may be in one order to complete it, so I started showing "1 of x" for my guys to know when they view the interface.Is there a way for Airtable to automatically mark a job with the same "Order Number" (as it is grouped right now) to autopopulate the numbers of the line items in a column, even if it just auto-numbers with 1, or 1, 2, 3 etc. then I can reformat the way it looks?Or is there a better way to go about what I'm trying to accomplish? I feel like I'm overcomplicating it.Thank you so much!

Hello, I am a newbie to building out AirTable bases and am mainly working off of AirTable's Marketing Campaign Tracker base to make my life easier as my new team gets more and more campaigns in various stages.AirTable's Gantt view with field dependencies is what made me move my tracking efforts over from Trello, but I am realizing the campaign management base may not exactly be what I had in mind for tracking how long the campaign is in each stage. I was curious if there is a newbie-friendly way (I AM willing to put time into it, but my skills are not good) to build a base to track the duration in days from the automatic single-select field value (such as not started) to the last field value (usually completed or approved). Because some campaign steps can be done together, or need to be done before another, I would also need a start date to reference. Ideally, I would love to reference the Marketing Campaign Tracker fields to get this duration and date started.The goal is to be ab

So I am looking to utilise this, the base I am looking for is I enter a property address and it will create a task list of items such as photography, entering data into our system, safety checks all these to be either as Not started, in progress or completed. Of which the role for certain tasks will never change simply I would like for 1 name/property to be entered and it just creates all the tasks automatically.

I'm slowly learning some basics, and struggling to understand how I would use Rollups to get "total" metrics. I have a "contacts" base, and a "metrics" base. I'd like to pull from contacts, roll up the total "sent," "opened," and "replied" emails and then I can calculate my % off of those in another column.

I'm using Airtable to manage school operations. We use Google Calendar to organize lessons for different teachers. I'm on a Pro plan.There is a limit of 3 sync sources per table. The problem is that we have 4 different calendars and we need to have all the events in one table. Is there a workaround for this? I tried a lot of different ideas but nothing worked.

I have two tables: Table 1 with companies and their data and table 2 which is synced from box that has the details on company logos as png images for each company. I have managed to use airtable sync to pull in the logo images from box to airtable - table 2. However now I want to copy those images to table 1 that has company data.  Basically the idea is to match the company names between table 1 and table 2 and then copy images from table 2 to table 1 if there is a match.Is there a way to automate this?If I had to make use of lookup fields, how should I go about it?Thanks!  

Hi, first post and new to airtable.I'm looking to place the hour-by-hour split on the timeline view with day timescale on the vertical axis, rather than it being on the same axis as the dates day-by-day.  I'm looking for something like this:While right now by view looks like this:Any help is greatly appreciated!  

I'm new to Airtable, but I'm learning fast. I have a table called "Parts" with names and current quantities of parts. I want to create a table to keep track of part orders. I see you can select multiple records from a "link to another record" column, but I need to be able to identify that I ordered multiple of a certain part in an order. However, you can only add a record once to in a "link to another record". How should I go about implementing this?

Hi, I am a new user of Airtable. I'm creating a new Sales Base for a carpet company.  I have two tables, Sales Orders and Sales Order Lines, which are linked one to many. I want to create a Form, Enter the Sales order information, and then be able to create new sales order lines related to that sales order. However, it seems on a form, and you can only select records already in the sales order line table. Any help would be appreciated. ThanksSteve

I want to create a "Kudo board" where employees can select from a drop-down list (single select) of company employees they want to give kudos to.My thought process is I would like to create a form that includes a list of employees' names from a drop-down (single select field) and a long text field, to add the kudos. When they "submit," it will populate a table with the employee name and the kudos received.If I want to add a  single select field under forms, is there a way to copy/paste in a list of employee names? I don't want to type them out one by one.Note when you are working directly in a table, you caneasily copy/paste a list of names directly into a single select field. Here's a video that demonstrates how you can do this in a table: https://www.youtube.com/watch?v=uzCh020xracHowever, there does not seem to be an easily way to copy/paste a list of items into a single select field if you are working under "forms."If anyone knows, it would be much appreciated!

Hi y'all,So, I have a store on shopify were i sell products in stock and products that are on preorder. The variants in stock are defined by the word "EXPRESS" and a metafield in them, the rest of them don't have it. I'm using the AirPower template to track products and variants and sales but i don't know if it is the right solution for my case. I would like to automatize the tracking of the Variants i have in hand and once they go out of stock to transform them in preorder products automatically, so basically to delete the field "EXPRESS" and the Metafield attached. Also i would like to track sales too. What i'm struggling with is the way the Variants are logged.I have multiples of the same variant but bought at different price points and at different dates. I can't just add "#" to the variant quantity because i would lose the option to track how much i'm making on that specific variant and how long that product stays in my hand. Both pretty important details. At t

Apologies if this is a simple question - I've tried to figure this out for hours now and I'm at a loss. I'd prefer not to use automation for something so simple, but will do so if necessary. Here is my issue:I have an intake form setup to receive responses from sources external to my org. Let's say it's a form to request for sandwiches to be delivered. The user selects from various options for types of sandwiches (Peanut Butter, Ham and Swiss, Roast Beef). Each of these sandwiches take different times to prepare. Therefore, I have the following tables with the following fields:Sandwich RequestsTypePrepare TimeRequesterDate ReceivedEtc.SandwichesTypePrepare TimeThe "Sandwiches > Prepare Time" field is just a number - the days it takes to prepare a sandwich. I want this to automatically populate into the "Sandwich Request > Prepare Time" field automatically based on the type of sandwich requested. How do I do that?