Base Design

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 (categories and subcategori

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 data, but I need this to be generated automatically.Request:How can I set up a rollup or a summary table that automa

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 ago15 days ago44 days ago03 days ago33 days ago83 days ago102 days ago3Yesterday1Yesterday6Today6Today4So if you view this summary extension block "today", it would show "4" because we've gone 4 days without seeing a 0.How can I do

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 like for the data to be creat

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 combination of all the persons that have transacti

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 recor

This is not so much a question as it is a request. I think the fact that having editable sync’s views is such a win in terms of cross base collaboration. I’m curious that why this is not achievable with lookups.  I often use parts of a sync’d based records to fulfill another tables needs but even though the shared view is editable as soon as you use a linked field to those records the ability to edit almost becomes mute. it would be great to be able to have these lookups be editable, it will bring so much more power and flexibility to how we can cross collaborate on our bases. 

Hello All, I'm somewhat stuck when it comes to transitioning to Airtable, so any help would be appreciated. I have a Table, called {Pricing} and another called {Quote}. My intention is to extract multiple entities from {Pricing}, perform conditional formulas and return a final price in {Quote}. The values in {Pricing} will never change, however, the requirements for what will be extracted from it will have to change. I have created the above in Excel, where I was relying on the FILTER formula, and VLOOKUP, I'm just looking to perform a similar task in Airtable. For more context, my products are Gates. And in {Pricing} I have the gate listed in a Matrix, height increments of 250mm and Width Increments of 250mm, with a price in each field. I'll try my best to illustrate.Model&Height    - 1m          - 1.25m     - 1.5m      - 1.75m     - 2m     - 2.25m    &

I'm trying to do this exact functionality from excel, within airtable: Dependent Drop Down Lists Essentially, the single field drop down list will update depending upon the input to another field, as seen below Fruit & Vegetable have two different list options. Is there an easy way to do this, maybe through linking back to a key in another table? Any suggestions help!   

Dear all,when I create a record from a form, I need that a field of #Number type is populated with a default value of 1.Unfortunately this does not happen and the cell remains empty; only if I create the record directly from the Grid the default is inserted.Have you any by-pass for the problem or I'm doing an wrong operation?The only by-pass, at the moment, is to insert the field in the form and writing the default manually.Thank you. Best regards. A. Borriero 

I've got a table in one of my bases where I keep a list of what we charge customers for items.  We're a services company, so nothing is set in stone, but we use this table for a guideline (and the prices rarely change much, if ever).I haven't updated the design of this particular table in a while, so I'm reviewing it now and not 100% sure of the best approach.I have a second table where I actually keep every single item we ever put on an invoice.  44 in total.  And then we just reference the table with pricing, but mainly because it has more granular information.  For example, I might have a "Facility Fee" as an invoice item, but then I have multiple "Facility Fee" entries in the Price table for different durations.  I now realize it's a bit silly to split things out in the manner we've done...at least how we're during it currently.Invoice table (each "Item" is a possible invoice item).  Very simple, but more things link off of here in a separate process.&

Hello'I am trying to create a table 'Customer Interested Events' which maintains basic customer information (customer e-mail is PK) and additional fields  (selectable fields) 'Event Category' , 'Event Location'.Based on the customer interested events another table 'Event Manager' would be populated which is linked with above table 'Customer Interested Events'. Purpose of this table is to assign a suitable manager against each Event Category. The PK in this table is a computed field "Event Category+Location" and has additional fields like 'customer name', 'location','event category' (lookup fields from the linked table), 'event manager'.I am trying to maintain one unique record against each (event category, location) with all corresponding customer names, locations merged in the respective fields (if multiple customers booked for the same event category, location) so that one manager can be assigned.While merging customers against an (event category,location), I could see PK 

I have a BASE with an Events Table, a related Contacts Table (One to many), a Schools table related to the Contacts, and a Groups table. related to an event where a group can be associated with multiple Events. In the Groups Table, I have a lookup that finds all the Contacts from all Events related to the group and another lookup that finds the School related to the contacts that show up in the first lookup. Because the same people attend multiple Events related to the group, the result in both lookups have duplicate values. My goal is 2 field that only shows the unique values present in each lookup. (Unique Schools and Unique Students) related to a group. I looked at using UniqueArray but couldn’t get the desired result and am looking for any Step by Step help that you can provide.

Hello,Referring to this Volunteer Management template:Volunteer Management Template - Free to Use | AirtableHow can I combine all of the tables into one 'Master' type of table so that I can run queries across table fields?I understand that there are lookup fields.  But each Volunteer Event has multiple Volunteers.  Each Volunteer can have multiple skills.  So if I want to run a query where I want to find out the pool of skills that the pool of volunteers bring to Volunteer Events between Sept 2023 and Octo 2023.  How would I construct the Master table (or some other method) to run such a query?

First of all, I'd like to thank all in the community who helps in advance!I have chosen Base Design for this post's location, though formulae etc will also be appreciated.I'm running a SMMA and am still new to Airtable despite making good progress over the last week and need guidance setting up a base in Airtable to gather metrics via scraping. This base has three main tables, Post View, (Social Media) Account View, and a client View.In Post View, info about each individual post our clients make such as # of views, # of shares etc as well as the time and date of posting is collected. In the Account View, data pertaining to view, shares, data the view, share, like and comment count data for both (Today) and (Yesterday) are displayed. The third table is further aggregation to give a better top-down view.I have two main questions. In the second table and third tables how can I ensure that the data for 'Views Today' becomes the data in 'Views Yesterday'?Also, specifically for the

We have a "Last modified time" field that updates when either of two other fields are changed. We discovered a group of records all modified on the same date and time (05/11/2023 at 12:50 PM) but when we opened each record to see the revision history, there is no trace of how the records were touched. How could that happen?There are no automations that run on a schedule.There is an automation that runs when certain triggers are met. We looked at the run histories but none of them ran at that time.Any ideas?

I have been using Airtable for a little while and can get the basics of what I need.  However, I'm now getting much more complex with multiple bases linked together and I'm having a hard time figuring out the best way to link my tables together.   In a perfect world I will have a table called Customers which has the name of each customer as the primary field.     What are best practices for keeping this up to date?  If I add a new record (customer) to Customers table, how do I ensure that it will add that customer to all the linked tables?  Do I use a formula for the primary key in additional tables and then an automation that runs a script once a day to sync?  It seems like there has to be another way.  Any help is appreciated! 

While working in a Timeline view, is there a way to select a record and alt-click-shift drag to duplicate? Moving a record between swimlanes is a convenient action. Duplicating a record by clicking the three dots to the right of "expand" and choosing duplicate is convenient action. It would be really handy to just alt-click-shift-drag a record or records to duplicate it in the same swimlane or another swimlane.Certainly, I'm not the only user who might find this helpful.Thanks!