Base Design

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:

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. Bo

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 b

Hello! I am looking for a freelancer with references to build out my 2024 marketing tactical plan. I've used Airtable before for relatively simple project tracking, but this is more detailed. 

I would like to create a button or url so when it is pressed it will go to WhatsApp.com Share on WhatsApp WhatsApp Messenger: More than 2 billion people in over 180 countries use WhatsApp to stay in touch with friends and family, anytime and anywhere. WhatsApp is free and offers simple, secure, reliable messaging and calling, available on phones all over...

I am looking for a view where the users can only see the modified status but unable to edit it.i have a scenario reserving a seat for an event.if two agents reserves a same seat at the same time, we cannot tell under whose name it will show as in the view it is filtered to hide reserved seats. can we get a view where they can see the finalised reservations and cannot edit anything in that view

Does airtable support a user-friendly calendar field? The calendar that I currently see on an interface is not too great. I need to keep clicking the back arrow to go to previous month. So if I want to go from the year 2023 to 2018, I need to keep clicking back multiple times.  I want to know if there is a way to have a calendar that allows easy selection of years and months. If not available in airtable directly, is there an extension that can be used?

What would be the most practical way to incorporate multiple tables worth of calendars into one?  In an interface, to be specific.I have three tables worth of data I'd like to mix together in a single calendar.  I suppose I could have them all in one table, but I'm concerned it might make things a bit busy in that main table.I have Table 1 that is basically like a CRM for any incoming proposal requests for my business and I have a few date fields there.  3 sets of start and end dates to cover dates we'd hold for the client.Then I have Table 2 where we actually schedule specific events.  Just a start date (with a time) and an end date (with a time) for a specific event stemming from an approved project in Table 1.  1 entry in Table 1 could have 20 events in Table 2, mind you.  But every Table 2 event is linked to an entry in Table 1, so there's already a natural link there.Table 3, on the other hand, is less con

I have three tables in one base - Schools, Teachers (teachers are linked to a school) and Bookings (bookings are linked to a school and a teacher).  I would like to create a one linked text field that I can update in any of these tables.  How do I do that?  I don't want to swap to a different table or click into a linked record to update the text.

Hello Airtable Community! I am relatively new to the platform and looking to build a solution to track work relationships and contract info for individuals as part of an organization. Right now, I have multiple tables, one for each "level" or "grouping" of employment (Regional Directors, Program Managers, Program Associates, Country Staff, Consultants, etc). I also have tables for each level of organization (region, country). I have them linked to one another to show relationships (so, for example, each record in the Regional Directors tab has a column for the region they direct, the countries in that region, the program managers in their region, program associates in their region, country staff in their countries, etc, all pulled from the other tables).I have found that these separate tables are necessary because each class of info has different fields that it needs. Country staff, for example, have contracts with start and end dates and submit invoices that need to be track

I have a Teams plan and recently discovered that you can only have 50 Automations per base (I don't know if this is a plan limitation or not, just providing details). NOT a limitation that I've ever seen displayed anywhere on plan details or comparison pages.So it's a bit frustrating after investing a lot of time and effort into building out my base (including nearly 5k VERY detailed records), with lots of additional work in the pipeline to expand the base's capabilities, only to find out now that, as is, it will never be able to do what I need it to do. Development has come to a screeching halt because I literally cannot create an additional Automation...To resolve this, (I'm thinking) it will require a completely different approach to my base design. Instead of keeping everything under one base, I'll need to split tables off into their own bases. I guess I'll have to MANUALLY 😠 re-create all the Automations related to that table into the new base

I've been using airtable in its most basic functionalities for a year or so now, though hoping to dive into it a little more deeply this winter. There's a specific tool I wish to build and have a roadblock that I think shows my novice status. The vision of the tool is that it'd function for capturing and organizing ideas and information I get in my day to day between the different life focuses (categories) and I'm not sure how to structure the tables or links/relationships. Essentially I currently take down my ideas and useful information in a notepad. Every once and a while I go through and sort it into some documents with sections. However, I figured why not create a form I can put the ideas into that categorizes them upon entry?For example, I'd have some main categories and each would have subcategories so I could have a field for inputting the idea, then choose the category it belongs to and subcategories and it'd organize it upon entry. For example

I have a table of grants data for 20+ foundations, many of whom have overlapping grantees. I'd like to create a linked record that will pull the name of all the foundation that support a common grantee but cant figure out how to do it. Grateful for any tips/advice. Thanks!

I have a client base with tables for sales, onboarding, offboarding, interactions and I want to create a table for course completion.What would be the best practice for this table? I have 250 clients and I can't export the data from my course platform host so our VA will be manually entering the % completed for each client on a monthly basis. Would my primary file be the client and then I create a new record for each client each month and add the % of course completed as a number field?Is there a way to make creating new records super quick? 

Greetings,In an Airtable, In a single column, I want to be able to edit a single select drop-down menu for all the fields in that column at once. Or to select and edit several at once.Any suggestions, ideas, or information would be greatly appreciated.Thank you.

I have two tables,- table 1: list of course editions and other course edition information- table 2: list of states in which the course can be found, linked to table 1.I have set up the kanban display in table 1 based on the linked field in table 2, it only shows me the columns of the states for which there are courses that I display and not the states that are not currently assigned to any course.With the kanban based on a single select field type, I can also see columns that do not contain courses.Am I doing something wrong? Is there any way I can also see 'empty' columns based on a linked field?Thank you for your reply

Hi Airtable friends,I'm new to Airtable and really loving it. But currently stuck on something that seems simple. I'm looking for a way to automate my sales summary by country without having to predefine the countries in my Airtable base.I have a sales order table with detailed information, including the quantity of products sold and the country they were shipped to. I need to create a separate table that dynamically summarizes the total sales by country.Challenge:The "Total Sales by Country" table should update automatically as new sales data comes in.I cannot predetermine the countries since new orders may come from previously unlisted countries.Current Setup:My orders table includes fields for order number, customer name, quantity purchased, shipping city, shipping country, and product.I have created an example of what the summary table should look like with hardcoded dat

Do you know how manufacturing facilities have a "days since last accident/injury/whatever" sign? I need to create something like that on a dashboard. I was hoping to be able to use the simple "summary" extension but I can't seem to figure out how to do it.I have a table that tracks events and their corresponding dates. Events happen almost every day. Every once in a while, there is a day that has 0 events. Each event also has a time duration (minutes). On days with no events at all, a record is still created (via automation) for charting purposes, and the field that shows the duration of the event will show 0. I'd like to be able to display the number of days since the date when there were no events. Example:DATEEVENT DURATION (MINUTES)5 days ago

I am looking to build a base for Tradeshow scheduling, deliverables, budget, attendance, and post show statistics. For context we are a manufacturer who attends other tradeshows with a booth and a set of products. My role is to make sure the marketing materials are created and produced, the logistics of products and booth to be delivered, while staying within a budget.The goal would be to track the amount of time until a tradeshow and track the deliverables and their due dates needed before the tradeshow occurs. Separately I would report the budget of the tradeshow as a whole (if we exceeded or came under) along with the activities that made up for it.As a stretch goal, i'd like to create a form that would populate into the base with Tradeshow Name, Dates, Attending, Goals, and budget which would create the backfill dates of tasks leading up to the tradeshow.I've drawn out how i'd like the data to be in relation with each other as well as a form design i'd

I'm trying to create an inventory management base. I have two products that use several parts to make. I want to be able to enter the quantity when I buy the parts, and then when I manufacture, have those numbers subtracted from the quantity of each part.So product COF01 uses 1 jar, 1 lid, and 1 desiccant with 70 grams of coffee. I don't know how to get the 1000 quantity manufactured to translate back to deducting 1000 pieces from each part and then 1000x70 from the coffee product.In my products table, I don't know if I can list all the supplies in one field or if each piece needs it's own field.I feel like this should be simple but I'm completely stalled.

Is it possible to create conditional views of events in Calendar View?I'm trying to build a publicly-accessible calendar of events. Some events are open to the public. Others are private. For private events, I want to limit the information about the event (just showing that something is taking place on a date during a specific timeframe so it's known that time is unavailable). For public events, I'd like to show information about the event (I have Event Title and Event Description fields in my table).So there are two overall goals:Show all events so that viewers know those times are unavailable to rentFor public events, show some details about the event.

Hello. I have two information bases which from I plan to create a project. The first base is a list of equipments. The second one is a list of template rooms, each room has own list of equipments, equipment is a link to the first base and it has a multiple choice for equipment. My plan with a project to create rooms and link it with template room from rooms base and get list of equipment by vlookup. My problem is one row for each room in destination and list of equipments just in one cell. Is anyway to get common table to transform multiselect field of equipments to several rows for each kind of it? Desired result in attachment. 

Hi everyone - I feel like there should be an easy, elegant solution to this challenge, but I can't figure it out nor find a similar solution that applies and it is driving me nuts.I have a personal expense transactions table with some basic fields: date, expense, category, person, account, etc. I have a Budget Month field that I populate manually to tag and group transactions to a monthly time period, though I can probably do this with a formula (?).There is a 2nd table "budget summary" that attempts to summarize the Expense Transactions table by Budget Month AND by person. I was able to create a link to all the transactions for the Budget Month, then individual roll-ups for each category. I was able to do the same by person on a separate table.However, I cannot figure out how to filter/roll-up by Budget Month AND person. If I apply a filter to the person field (person = x), it filters out all transactions since it sees the person as a combinati

I have spent conservatively 3 hours reading posts and watching videos on linking records, lookup fields, etc. It seems that an enormous number of Airtable users are facing something similar - the need to automatically relate to tables but pulling data from one into the other. I have two tables, (Table 1) A table of submitted results/answers and (Table 2) A table that pairs each potential answer with a "response." So as a new record is created in Table 1 (through API with Typeform) with user email and user ID, the answers are now available in Table 1 - and each answer has an empty field next to it for a "response." I want Airtable to take each "answer", look it up in Table 2, and return the "response" - populating it in the designated field adjacent to each "answer" in Table 1. I cannot do this manually, where I create a link and then go clicking plus signs, finding the answers etc. I need this to just happen. I have found a workaround where I can create an automation triggered on re