Base Design

Hi! We were wondering if Airtable could be used as a Quality Assurance tool to evaluate our customer's representatives? If so, how would you implement it (using forms, reports...)? Thanks!

I have a structure, similar to the below simplified version:EndOfMonthReportsClientIdDatePayoutsEndOfMonthReportIdBookingsEndOfMonthReportId ExpensesEndOfMonthReportIdPayouts, Bookings, Expenses all fit the template whereby they all have a Date, Description and Amount. They all have very distinct fields, so I dont believing merged them all into one table would make sense. Each of these entry in a way effects the client's account balance, either with a positive transaction, or a negative transaction. I would like to be able to generate a report, where one can get an account statement per client, for a particular time period.  What this would do is if you say generate it from Jan 23 - Jun 23, it would get all the end of month reports within that date, and show a list of all these distinct transactions, in the form of:01/01/2023 | Booking | Reservation from 1 - 10 January | +70010/01/2023 | Expense | Management Fee | -20030/01/2023 | Payout | End of Month for June | -500...

Hi everyone, I've got two tables in two different bases.calendar of articlestasksI'd like to create a task for each calendar item and only need to update one table. Just looking for ideas on the best way to link these bases. My current idea:is to sync the calendar table into the base with the taskslink each calendar task to the calendar item. Use an automation to update the task status

Hello- I watched this video but it's not clear to me what happens between minute 1:00 and 1;07.  https://youtu.be/ES1RyNPv_KgI am looking to create a sign-up sheet for one day in 5 minute increments between the hours of 12:00 pm - 5:00 pm, and have 4 rooms running at the same time. How do I pre-populate the times?Any help is greatly appreciated.

Hello, I'm using the Timeline view with a data set that has data points starting Aug 1st 2023 and onwards.There are no data points for the time period before Aug 1st (Jan 1- July 31st) yet these dates are available to be scrolled through.I am aware of the date settings allowing you to jump to a certain section in a view, but I am instead looking for a solution to start the entire horizontal axis on a designated date, without having the possibility to scroll to an earlier time frame where there are no data points. Is there any way to hide the empty values, or set the minimum start date of the horizontal time scale of the timeline to start at a specified date? i.e. August 1 2023?

Hi all 🙂I am trying to avoid duplicate entries from making it to my airtable table.Background: I am running multiple webscraping actors collecting entries from public sources multiple times a day. The actor itself can not determine which entries it already has collected, but just get's the 10 latest entries 5x a day. This way i assure that I get all the entries which are posted. However, when I now add the entries to airtable, it will create duplicates. I am currently using the "Datastore" of Make automation, which will automatically "reject" any duplicate entry as i am using the unique URL of the entry as the unique key in the Make datastore. This is desired as each time an actor runs, only the new entries make it to the DB. However, when trying to switch from Make Datastore to Airtable as a DB provider, I realised that airtable doesn't allow me to specify a "key" or "record id" when adding new entries.Question: Is there anyway to make airtable reject new records from com

Hi.  Is it possible to rollup all values of all the links in a field of type link, combined into a larger array? I'll give an example to illustrate better.I have two tablesReportsExpenseCategoryLinesLinked (Link to ExpenseCategoryLines, many-to-one)ExpenseCategoryLinesReportId (Link to Reports, one-to-many)ExpensesLink (Link to Expenses, many-to-one)Expenses ExpenseCategoryLineLink (Link to ExpenseCategoryLines, one-to-many)The idea is to have a Report.AllExpenses as a rollup, which would combine all the Report.ExpenseCategoryLinesLinked > ExpensesLink into one field, as an actual list of links (not text). I've tried using CONCATENATE or ARRAYJOIN, but it returns the IDs as text. 

Hello AirTable Community,Im somewhat new to Airtable and I am currently facing a challenge in building an effective inventory base in Airtable, specifically when it comes to linking multiple promo products into one product and properly managing the inventory for each line item. I would greatly appreciate your guidance and expertise on this matter.Here's the scenario I'm dealing with: I have different office kits - mini, small, and large - each containing various promotional products such as post-it notes, pens, carabiners, webcam covers, mousepads, and business cards. I want to be able to track the inventory for each individual item as well as the overall inventory for each office kit.The goal is to manage and update the inventory levels for all the components within the office kits. I want to ensure that when one item from a specific office kit is sold or depleted, it automatically reflects in the inventory for that particular kit. Additionally, I need the ability to track the overall

Hi All,How can I configure different fields in card view and card expansion view?Use case: I want the cards to be smaller and neater, and show 1st tier information only at a glance. Upon card expansion, I would like to show more details.Basically, it should be able to select which fields would be part of the view, and the which fields would go on Card only and which ones on Card expansion.Im afraid I know the answer, because I searched for it. Its just that I cant believe that that functionality, with so much potential, is useless in any case that's not super simple, what a waste of a feature...Any plans from Airtable to improve this feature?Kind regards

Hi community!I have an airtable that tracks VFX shots as they come in from vendors.One sheet (delivery) tracks every shot as it comes in, including the same shot with a different version number due to fixes or changesOn a separate sheet (topsheet) I have a master list of all the VFX shots in the filmOn the delivery sheet, I link each record to the master vfx record on the topsheet. That way I can see every version of a VFX shot delivered and track commentsThe issue I have is that the producer likes to see a list of every shot that is either 'not started', 'has issues' and 'passed quality check'. The issue is, because multiple deliveries are linked to the master shot, the master shot can be both 'has issues' and 'passed quality check' as the old versions are linked. Is there a way to group the 'topsheet' so that one group is all shots 'not started', all shots that have issue but none that have passed qc, and a group that is any shot that has at least one 'passed qc'ThanksJames

How would you set this up?Department 1 is in charge of sending contract to customer, receiving contract, sending invoice and receiving invoice for initial payment. Once initial payment is received, Department 2 is notified and now needs to complete a certain number of tasks for 'onboarding that customer'. When those tasks are complete, Department 3 is notified and they have their own number of tasks for that customer, and so on.Thanks for any advice!

Hi! How many tables can a base store? over 100?Is there any way to sync tables within a base?I have 6-7 tables in a base that stores task templates (based on accounts that get managed by various people). Originally I synced them to another base but changed each tab to specific accounts we manage. Since there is a 10 sync limit, I am trying to find a work around.Is there any way to have a template of tasks in a base and sync this to 30+ accounts other tables within the same base for task manage. I ask because, I am thinking that if a change needs to be made to the task manager, it would be quite labor intensive to change each accounts task list. it would be nice to change the template and have this apply to all of the tables the template is synced to - one swoopfor context: we have 90+ accounts we manage (schools). Tasks vary based on school system but are generally the same for all school systems. Staff manage multiple accounts across a variety of school systems. My goal is t

I want to create space in between weeks of records so that it's easier for the client and me to view. Attached is a photo how it's currently set up, but I noticed when I skip a record, it still documents it as "blank." So when I group it by week, those blank records are kept together, but I don't want them to be shown at all--if that makes sense. Please help. 

Hi Community,I have a lot of tabs which are all green, however all these tabs consist of various process flow.I would like to assign different colors to the tab, may I ask how to change grid tabs to have multiple colors?Thank you! 

Hi!I am new to airtable so I am looking for some help. I am trying to create a database/input form for data that will be loaded into powerBI.The goal is to analyze revenue streams in PowerBI. Each revenue stream has a set of fields, among them are StreamID (Unique), report date, department, revenue type and $ sum. For each revenue stream I want to be able to allocate a percentage of the sum to the brokers in the company. The number of brokers per project varies.  What I am wondering is how I can create multiple key value pairs for each revenue record in my database? I currently have two ideas for how it could be solved:1. Putting an allocations field in the revenuestreams table that contains multiple key-value pairs, i.e.:StreamID(many fields)Allocation1...{Peter: 20%, John: 80%}2...{Peter: 40%, Eva: 60%}I know this would be possible with a multiple select field where the user enters a delimited string, i.e. "peter-20", "john-80", however this is a very iffy database design a

Is there no way to turn off the permissions to create forms for users?I do not see a way to turn this permission off for users, it appears anyone able to create any other view is able to create a form. It would be nice to be able to turn of the specific ability to create form views. Without having the ability to set required cells inside the table itself, we have ended up relying on using forms for our method of inputting information into the tables as we can control required fields in forms. We use both the normal view forms, and forms in interfaces. The issue currently is that anyone with the ability to create a view is able to create a form which allows them to bypass the requirements of the intended forms and interfaces we have made to ensure that our data remains in a somewhat stable state. It seems like a weird loophole that users are able to bypass required fields unless I am missing something. Has anyone else run into this type of problem with their users and if

Hi CommunityI am using the Zendesk sync and have realised that I am only getting the first comment on a ticket and follow-up comments are not coming through.Can anyone point me to documentation that explains how Airtable connects to ZD?I am assuming it is the Ticket API but wondering if there are any details about the standard capabilities of the sync out there. We have a ton of customer fields in ZD so it is a nightmare trying to go through everything to identify what looks like a standard way of working. tl;dr - I want to see all the comments (at the very least, the public comments between the customer and Zendesk Agent) in Airtable - anyone know how I can do this?

While I can do this manually, is there a method either when creating a linked field.. or after, to determine the the field it is linked to.For instance, we are tracking several fields in a loans file with our contacts table. So, for instance, the fields, Borrower, Co-Borrower, Buyer's Agent, Buyer's Agent TC, Listing Agent, Listing Agent TC, Title Rep, etc. all link to our Contacts. I created the relationships from the File_Loans table. So, in the Contacts table they look like this:I can link a record in each field and determine the linked field - allowing me to provide a better name on this side of the relationship but... Is there a better way?Thanks. 

If anybody has any step by step guide to automate the data flow from Workday to Airtable, could you please share. Ex: Using Workday Rest/RaaS calling or API etc.

when adding images in attachment fields is there a way(or extension) that can pull metadata from the image file like document title, description, keywords and add them/assign them to fields in Air Table?

In table 1, I will collect the personal data (+ product data) of customers who want to advertise the purchased product via the form.In table 2, I would like to keep a list of all customers (with all personal data) + which complaint cases they have + the total sum of all complaints they have (per customer).How to connect the tables to each other so that all personal data that comes from the form (in table 1) is transferred to the customer table?I already tried with lookup fields, but if the same customer has two different complaint cases, the values are doubled.https://airtable.com/appAHXw6BaUIsoBE5/shrjZYXs9PpqyquLy

HELP! I am new to Airtable. I signed up... chose the lemonade stand template as a starting point, and set about my first base!   Task 1 was getting about 300 rows into the inventory table. My intent is to use this to build shopping lists for my deli. I have maybe 8 suppliers... added a column called "Category" to allow me to sort by things like Produce, Deli Meats, Beverages, etc.... Finally figured out how to import the data. Cleaned it up... and added all the categories.. Now the fun begins. I opened the app on my IPad and go to the inventory table and I see "Main View" and "Low Supply" as Views I can choose to look at the data on the ipad. I go back to the web interface, duplicate the Main View into a new view called "Shopping List" and a second called "Order List". Both of these have several filters and groupings. I also added one final column to the Inventory table called "Order" as a Yes / No check box. The workflow should look like open "SHopping List" on the

I am creating a database to which hobby enthusiasts can contribute by filling out a form. Think of this database as a sort of wiki.I am using Airtable in conjunction with pory.io to display this database for access to the public.Since attachment space is limited, I was thinking about using external images. This is doable by making a URL field, then setting the image on pory to the URL field.The problem with this is each row of data can have many images. How do you provide images without having to create 10+ URL fields? My base is already a mess and I am currently trying to work on the best way to go about collecting and presenting data.Images are a vital part of this database, sort of how product images are vital for a product page.I was also trying to implement a tinypng script I found on the internet (for making file sizes smaller), but it deletes all but one image when it runs. I am so glad I tested it out on a dummy base first. 😲Please keep in mind this is all on a fre

Hello guys,My main concern is whether, after deleting a record in Airtable, its Record ID will be reused for any newly-created records in the future. Is there a possibility of encountering duplicate Record IDs?Additionally, since there is a limitation on the number of records Airtable can handle, I'm worried about reaching this limit and whether it might cause issues in terms of potential Record ID replication.I would greatly appreciate any help or clarification regarding these concerns.Thank you all in advance for your assistance and support!Best regards,

When I’m searching for an existing record with a linked field, the search field only searches the primary field (in my case it is an autonumber). Is there any way to search across other fields as well? For example I have another field that is a text field and contains the name of the request.