Base Design

Hi all! I need users to be able to re-relate records between two tables (for which I built a nice interface). What’s the best approach to make the re-linking as easy for humans as possible? I recently switched out all my primary fields to be the UID instead of something human-readable but non-unique because the hunan readable format was non-unique and led to duplicates. So I was thinking the best would be to be able to filter the “link-to” dropdown via a different field than the primary field, but that doesn’t seem to be possible. Suggestions?

When I go to choose a related record, I see the name of that record.Under it I see several other columns that provide more information, some of which are redundant to the record name. Is there a way to customize this to select the fields underneath (I would love to show the related Notes field, as example)

Hello. I am new to AirTable... not new to the concepts of relational databases...I created a simple "base" that I used the Lemonade stand template to get me going. I added a few fields to the main inventory table. I added a table to link to the inventory called Categories. It will help with filtering and sorting. It is for a small restaurant to help with ordering inventory. For now, I just need to use it as a shopping list, but see the potential. This thing could track inventory, etc.... Next, I imported the data. Roughly 350 rows. Next, I created a form to enter new items. Lastly, I created two new views into the main table... one that only has the item name, the category, and the supplier with a checkbox for a field called "Order". The workflow should be that i bring up the Shopping List. It sorts, groups, and filters things so it is easy to walk around the place with the iPad and scroll through the list, tapping the "Order" checkbox for the items I would like to order. Finally,

My Airtable is a simple deposit of client data most of which is there for storage purposes such as address and only some details I will use all the time such as phone number. I am an accountant and I could group blocks of fields into sections like PHONES, ADDRESS, TAX, PAYROLL, ACCOUNTS (AND OTHERS) and I guess there might be 100 fields or columns but I only ever want to see 10. The ADRESS section will have 5 fields for 5 lines of the address and the TAX section will have about 20 fields for all the tax reference numbers. How can I “GROUP” sections of fields such as ADDRESS or TAX and HIDE or UNHIDE them whenever I want to. Also would this GROUP hide / unhide function be available in both the grid and expanded record view.

Account restrictions: Free PlanPlease note that rows are very precious as I am creating a database, so creating more rows is not feasible for me. I have already hit the row limit on the free plan. &#x1f605I would like to automatically select a size from a drop-down menu when the user enters a number.For example:A user enters a number from 100 - 119 and the table will automatically set the single select drop-down as "Medium".A user enters a number from 120 - 300 and the table will automatically set the single select drop-down as "Large".I am not sure if this is even possible, or perhaps it is possible with a formula.Tips and suggestions are welcome!

Hey I have the utilization setup, I am able to see daily utilization of each user in the timeline view as shown in the image below. How can I get more out of these daily utilization percentages ? Things I would like to get 1. User Average weekly utilization for the current week 2. User average utilization from a specific date to current date3. Average of utilization of all the users 

Hello!I am trying to build something that I don't know how to build, and I think that this community can help!I need to set up an overview of a high school advisory curriculum where I can see several grade levels at once (overview) and then units within each grade level. Then I need to be able to see how those units articulate vertically. For example, we have a digital citizenship unit in each grade level, so I need to see where it exists in the yearlong calendar (scope & sequence) for each grade level (horizontally) so that the person who is delivering that unit is not in 4 places at once. I also need to see that one topic vertically (the details for grade 9, grade 10, etc.) so that I can see how it progresses over the years and make sure we are building on what they did the previous year.Would love to be able to chat with someone to work through this idea - just to get started with set up! THANKS!

  I have a view set up, and I would prefer not to display the primary field in it. I wanted to inquire if there is any way to hide this field within the view. Alternatively, if there are any other methods or workarounds to achieve the same outcome.

I'm trying to migrate some data I have in Google Sheets, to Airtable.I have a table, which is full of reservations/bookings. Each booking has a checkin and checkout date, and is allocated to a property. A booking also has a Status.I would like for each row (booking) to also have a field, Next Booking Reference. In Google Sheets, I had a formula which could find the Booking Reference, for the next booking after this one. I've created this shared view to serve as an example:https://airtable.com/appV8ivwvEiMnsmNf/shrUwgmVMY4O41Ki0In this example, Booking 1 (Karl), the Next Booking Reference would be Booking 9 (George).  The conditions for this are:Booking has the closest greater checkin date to current record's checkin.Booking is not cancelled OR blackBooking has the same property as current record.Is anything like this possible with Airtable?Regards,Karl  

I am running an entire business out of an Airtable base. I want to change a primary field from a text field to a formula field. However, if any IDs were also to change, it would be devastating for my automations managed by Zapier. I was hoping someone here could help with the answer before I move forward with the change. Thanks so much in advance! 

I am building a base of vendor records. Each record has a first name, last name, and vendor ID. Ideally, the unique ID would be the primary field. However, when using the "linked records" field in other tables, I have to enter the Vendor ID, which I don't know off the top of my head -- I have to flip over to the other record, look up the ID, flip back and input the ID to get the correct association. Is there a way to use the Last Name in a different table to associate with a record that has a primary field of the Vendor ID?My current work around is to use =concatenate(first name, last name), which is perfect for the above scenario. However, when I import bills from my accounting software, it imports using the Vendor ID number -- so it's the same problem the other way around. If using the concatenated primary field, I need to know how to associate the vendor ID with the correct record when it imports from my financial software.I hope this makes sense and thank you in advance for the ass

I have a base that measures how many consultations our firm has booked in a given day. We have all inquiries logged onto a sheet called "Consultations." The Consultations sheet has details of each inquiry including which rep took the call and the result of the call (i.e. consult booked, may call back, etc.) amount other things. We have two other tables, one for the list of all of the results(i.e. consult booked, may call back, etc.) and the other that lists all of the sales reps that is linked to the consultations table. What I am trying to do is create a view for the sales reps that shows their closing rate (inquires / consults booked = closing rate) however, I want to be able to specify a date range to see if they are improving or declining not just all time. The problem is that I can't filter by the date of the records on the consultation table on the sales rep table. Is there a way to do this? 

How do I auto sync fields with another tab in the same workplace? I need to ensure the fields are all the same so that info can be moved over from one to another when the automation I have made is triggered.

How can I set local to the date that every country uses, and not the America only one?

Hello everyoneI am currently setting up the following (I am using the PRO Plan):Talent Database (with all Talent Details) = mother baseMaster Project Base (=Template) each Project will get a new base, as for security reasons and different clients we can not include them all in one baseI included a synced Tab (=Talent Database), so one can see all available talents and select the ones for this project. two criteria are relevant: proposed, acceptedMY CHALLENGE:In the end we want the following information visible next to each talent in the Talent Database (mother base): what where the projects this talent was proposed or accepted for. We want to have an automation for this, based on the information within each Project Base. So we know what projects the talent was proposed or even accepted for in the past.As the talents are taken from the Talent Database and synced to the individual project bases I don't know how then feed some information for these talents back to the "mother ba

I'm new to Airtable with some background in relational databases but I need advice.I have built base for our nonprofit to manage volunteers. The Volunteer table has names, skills, availability, etc and the Personal References table holds several references for each volunteer. The 2 tables are linked with a Volunteer ID field - one-to-many relationship (volunteer-to-references) Typically, I would like potential volunteers to submit their applications via a form on our website.I have tried using 3rd party tools to build forms to add records to these tables but these tools only allow using one table per form. Is there another way to collect this information, populate both tables, and maintain the links? Either within Airtable or elsewhere?Thanks!

Hello!I have 2 slightly different views which I want to sync / share at the same time...one has info for sending mail, and the other will be for receiving responses.We will use one single select field / column that has statuses, so when we send the mails, we will mark it 'sent' and then when we receive the responses, we will use the same field/column, but arranged in a different view which should live beneath the sending view in one single table, but change the status to whatever the responses is which will be a single select drop down menu with responses such as 'interested' or 'maybe another time' etc... all good so far?now, I want to set this up in one main template, and then sync/share the 2 views, multiple times, over and over again, each time I start a new project which follows the same process, right? Then when I update the data in the template, which is the start point 'master contact data' - it gets updated across all the various projects...Sync seems to be really robust

We've just upgraded to Enterprise and we are looking to take advantage of the new "apps by airtable" for marketing. The site says "Preconfigured apps get your teams driving to results faster than ever. Now available on Airtable Enterprise plans." The video is slick.I can't seem to figure out where these are located or how to activate them. Can anyone direct me to them?

I'm setting up a new base and have been thinking through different ways to get to my end goal but I'm afraid I'm making it too complicated. I've searched but I'm not finding exactly what I'm trying to do. Here's my scenarioI have a table with a set of client addresses. I need to use this list as "options" on a form to include in the current months mail run. But I also need to be able to add new addresses. Currently I was planning on having a "base customers", "new customers" and then a "monthly" that pulls the information together by linking the records. My problem with that is I want one column that is street address but with linked records from two different tables they would be in two separate columns. Could I create a formula to combine table 1 street with table 2 street since there won't be addresses in both anyway? Or should I setup an automation that when a record matches certain criteria it makes a new record in the monthly table with the correct information? Thanks! 

Hi there amazing community! I am working on a full setup for indy film to be able to do most tasks in AirTable. I have several documents that are required and not sure how to accomplish them.In this case it is a sheet called the "1 Liner" that details out the basic schedule for upcoming filming days. It can encompass multiple days. Currently I have a table/view that contains specifics: Not a problem so far, I can easily print this directly or create a Designer for it. My problem is that it needs to eventually look similar to this with the added brown and black lines with details (note the colors are not what is important, the specific details are): Each of these lines is specific to that "spot" and unique to the situation. I can set up another table with fields that are, say, specific to a date and time but I don't know how to make that all work together for print purposes. Will I need ANOTHER table that somehow merges everything? Or...? I've been mulling this over for quite

i'm trying to create a List view using the list feature that was rolled out earlier this year. i have three linked tables: Events, People, and Tasks. Events is the top level. There will be a number of People associated with each event. Each event will have Tasks and each task will be assigned to one person. The task record is linked to both the assignee and the event. The task record can be linked to only one person and only one project.I expected that the list view would then show me a summary of each event, with the people who are associated with the event, and the tasks that are assigned to each person.My organization runs many events, and some of our people are associated with many of those events. If i assign a task for one event to one person, and ALSO assign a task for a different event to that same person, then in the list view, it is showing tasks that aren't connected to the event under that event. here are some screenshots that i hope will help. Thanks for any help

Hi!I have three different fields which are three different language versions. But the records are the same (the only difference is language). I have this because I have to include these fields in three different language Forms (because it's multiple select type). But I want to connect all these records - I only want to translate them.Is there a better way to do this? I'm new to Air Table 🙂Thanks a lot!

Hi all,I am new to AirtableI am currently trying to create an internal fit out tracker for a construction project for a block of apartments, i am looking at tracking and reporting the completion of each trade completing their task within each apartment.I've currently set up a base with 3 tables in, the first table (see image) lists the apartment number (270 in total)The second table has Fitout Tasks (See Image), which consists of 1st fix, 2nd fix, and final fixThe Third table (See image) is the Fitout subtasks that are the children of each of the above fixes, i.e the 1st fix has 9 sub task that need to be completed so that we can move on to the second fix, the second fix has 14 sub tasks that again need to be completed so that you can then move on to the final fix which has 16 tasks.I've linked each of the sub-tasks(Third table) to the Tasks (Second table) and then linked both the tasks and subtasks to each of the apartment blocks.The problem I am having is that when i mark one of the

Is there a way to group values by only a select number of groups? I have a cell title "groups" where we dump in all records the various groups that we have in our base. i.e. Accelerator, Incubator, Advisory Board, Faculty, etc.. This means when I go to group one section, in this case the advisory board, the group gets split into multiple groups. Those with just "Advisory Board," those with "Advisory Board and Incubator" etc.Is it possible to just group these by "Advisory Board" and "Faculty" and ignore all the other "Groups" that are present?TIA!

Hello,I'm new to Airtable, and I had a question about how I can go about the following process:I have a table in my base that has a research participant's name for each row, and each name has 4 CSV files of measurements attached to it. All 4 of these CSV files have the same types of measurements for each participant. Ideally, I would like to compile all of these CSV files into a table (either in the same table or a different one) where there is a participant name for each row, followed by all of their measurements. That way, I will be able to run statistics based on this data. Does anyone know of a good way to go about this? I've tried some things with the CSV Import Extension, but it seems that importing CSV files from the original table into a new one isn't supported.Thank you!