Base Design

We maintain an Airtable base for each of our clients, as a central knowledgebase for the work we complete with them.The challenge we have is that we are always finding ways to improve the base/interface design, and there's no easy way of pushing these updates to every existing customer, resulting in inconsistent implementations.The more obvious answer is for all customers to be on the same base. Still, we use multiple interfaces on top for each customer, which then isn't very scaleable or user-friendly for admins having to navigate to the right interface. The other issue here is that we consider this an asset we can hand back to the client when parting ways, so having to unpick just their data when this happens is another potential hurdle.We could build our own custom software to replace interfaces, but we love the Interface design and feature set and don't want to have to invest unnecessarily.  Our current update process involves waiting to make a bunch of updates on one cus

We are a nonprofit and have been using Airtable for a few months now to manage 60 grantee teams and all of their data and requirements, and are loving it.We are dumping our organizational database (which is an Association Management System that also powers the website) and getting a WordPress Site with various modules (Event Management, etc.) But it doesn't have a built-in CRM. The CEO came to me and asked if Airtable would work as our organizational CRM on the back-end, and I immediately said yes. But now I'm thinking of all the reasons it may not be a good idea. I have only tried the CRM Lite template so I don't have a full picture.How do any of the Airtable CRM templates handle people with multiple email addresses? (I've seen a log of matching via email)Identification of duplicates? Can the user have a login to update their own info?How could it integrate with a bulk email tool like Constant Contact, MailChimp, etc.?ETA: We currently have 20,000 records in our database.&nb

I'm not sure if I'm putting this in the right location, but...I'm creating an inventory checkout base, modeled off of a template created in answer to a question posted in the Community about a year ago. It includes several tables (Equipment, Checkouts, Users, etc.) One of the many great features is that the equipment table includes fields that link to the Checkouts table. There are two linked fields, one for "Check Outs" and one for "Check Ins." They're both linked fields, linked to the Checkouts table, with no distinction between them, but it seems that records created in the Checkouts table will alternate between each linked field. So, for instance, if I create a record in the Checkouts table checking out equipment item A, it will automatically go to the Check Outs linked field in the Equipment table in the record for equipment item A. Then, the next record I create that involves equipment item A (which will have to be a check in, due to the table design) will automatically go to the

We are working with different clients on different Airtable bases. Also internally not everyone is working on every base. We do not want to change this (and include all client data in one base) also for security reasons.But for Management I am trying to do a Base/View/Interface where the Management Team can access e.g. all upcoming campaigns for all clients, without clicking through multiple bases or tabs. Meaning this base should be feeding from all existing client bases. Being able to make changes in this base is not prio 1 (but would be a nice to have though). All bases would have the same setup/columns based on the same templateIf I would sync all client bases to e new tab within my "management view base", would Interfaces allow me to show everything at one glance?Is this possible and if so, how would I do it? 

Dual sync question!Base 1 has a list of projects.  The project PRIMARY FIELD is a formula combining two other fields.Base 2 has a list of issues.  Base 1 is synced to Base 2, user select a project to associate with each issue. (This part is working!)Where I'm stuck....I would like Base 1 to contain a field looking up all of the issues related to that project.Have tried syncing Base 2 to Base 1 then linking the tables but the project association isn't carrying up, nor is the rollup of open issues.   

I added a page designer extension where I dropped some checkbox and rating type fields.Previously there were displaying well and now they do not show. Text, single select and formula fields display normally.I have tried redesigning the page and dropping the field a second time, it does not work. Is there a known issue regarding checkbox and rating type fields on the page designer extension ?

Hey there, I own/operate a wholesale industrial supply company and built and Airtable base that helps us track and manage all of our upcoming deliveries (ship to address; jobsite contact; sales order number; etc). As a part of our process, our team logs in Airtable when the sales order has been "picked" from inventory and is ready for shipment. I want to add a way for our team to log how many parcels are on the order (i.e. 1 pallet, 2 boxes) and think a button would be the best way to do that. The desired workflow would be Click Button --> Picking status moves to "Ready" --> form pops up that user inputs # of boxes, # of pallets, and # of bundles, then closes form. Once the form closes, that would then send a print session to our label maker that prints off the delivery information and includes the number of parcels it has (i.e. "1 of 3"). Does anybody have experience setting something like this up? The button to form component is the part that is stumping me

I'm developing a complex reimbursement database and need help:There are 7 divisions,  each division has 3 credit cards and each card has 3 reimbursable categories (for example: food, travel, leisure), each division has 8 employees.Each employee has a budget set from the credit cards their division is assigned, For example, Mark from division #1 has $1000 in food funds, $1000 in travel funds & $1000 in leisure funds. What is the simplest way to do the following:When Mark fills out a reimbursement form detailing the transaction(1) He can detail how much of his transaction goes to travel, food, and/or leisure (one transaction can go to multiple categories.)(2) When I go in to verify his transaction I need to be able to see how much money he has left in each of these categories (if he spent more that his remaining budget) (3) Track how much each division, category, and employee is spending/spent.**Note that budget, credit cards, and categories differ between each divisio

I am looking for someone to help me create a team performance board.I have started the process and have mapped out performance indicators using the following fields and so forth.What I want to do now though is actually make the overall performance field update dynamically based on the data I enter in all the other fields.And I also ant to be able keep this as a record every week, when my team leaders complete this document.ie: So they fill it out on friday and it keeps a log and it shows a graph or something on people who arent performing and those who are amazing.I guess I am also looking for someone who can help me build this and really make it into something awesome.I want each of my team members to be able to view their own ratings too.If anyone thinks I've messed anything, please feel free to comment!.  

I have a base with two tabs:post IDcontent IDFor each post i can select a content: via link to another record (content ID tab)What I can't manage to get done is the following:I want to go to the Post tab and select "published" next to an post ID & it's according content (from content ID tab) and this information should then also automatically appear in my other tab: content ID.At the moment I found a solution but it adds an extra step. I have connected the two tabs via link to another record but I have to select the post first to get the "published" information transferred. Is there a solution to get it automatically?I would like to add new information to the content (select: published) in the post ID tab, also updating this information for the content used in the post, therefore this change should also be visible in the content ID tab.Anyone here has a solution for this issue?Thanks a lot 🙏

I habe a base with two tables (simplified below):1 for projects & 1 for the people working the projectsboth tables are connected with "link to other record"one person can work on several projects (allow linking to several records)QUESTION:in the projects table, how can I do a "grouping" by "person" without have all combinations as a group each but always only a single option. 1 Person, all projects listed below.--> Eg: Group: person A, below all projects the person is working onINSTEAD OF (what I always get but don't need): Person A, Person B & Person C, below the project that all of them are working on in this combination (and so on)If that is not possible, I am open for other ideas how best to organize this.My assumption was: person is unique, project is unique but the challenge is, that one person can work on different projects and vice versa. Do I need to set up a new table, each primary field is the combination of a person & a project? Hope that makes sense...

Hello guys!I’m creating a platform for freelance recruiters from all over the world. To help with registration, I created a form and I’m quite happy with it. Also, I would like to have all the registered users in one place in Airtable. I now need this form to be available in different languages: French, German, English, Italian, and so on. My concern is mainly with dropdown fields. How would you proceed? 

I have a base that tracks when a staff member turns in a survey for a free sample product they were given. They should not get new samples without turning in the original surveys. Tables include:StaffSamplesSurveysThis might seem silly, but I'm struggling to automate when a user completes a survey how to track that they are again eligible for new samples. For what it's worth, A staff member may have several samples in their queue, which is OK, but we'd like to reconcile at least once a month. Open to approaching this in new ways. 

I am trying to create a reasonably simple base that stores HR statistics such as monthly, quarterly, and yearly numbers and trends.    For example, I would like to store the number of employees by location, office, DOL status, etc., and then formulate the change in numbers each month, quarter, and year.   What is the best way to set this up?  I tried a base where I added two years of data in one table, but I couldn't manipulate the data to get the statistics I wanted.   Any suggestions are appreciated!  I looked through Airtable's templates but couldn't find what I wanted.

Hi,I have the following challenge where I would ask for your support:I have a table that contains account transactionsI have a (growing) set of "rules", according to which I could assign a specific type to each transaction.My main question is how to define these rules in airtable and how to check if they apply and according to the result to set the type for each transaction.To give an example - see screenshot of such a transaction:My rules typically must consists of a "contains" -matching within the column "TAC-Source" and a "contains" -matching within the column "TAC-Description".In the case shown in the screenshot, the rule to apply would be "If TAC-Source contains "EG Schottenfeldgasse" and if TAC-Description contains "0704"" then set column Ruleset_MAtch_Type to Value "A"Defining these rules would work within an automation. Unfortunately they are limited to 50 per base; and I will have more than 50 rules...I also tried to make a separate rules_table, where each line is a rule

Hello, we are new to AirTable and currently using it for our CRM. This question is to see if we could ALSO use it for individual case management for our sober living home. Obviously, this would include the ability to take notes, classify information, restrict users, transfer of data to courts, etc. Does anyone out in AirTable land use AirTable in this capacity?? Thanks!

I run a volunteer program where we reward our volunteers with comp tickets to our events.   We currently use a points based tracking system where they get 10 points for every hour volunteered.   I was wondering if there was a way to create something in Airtable that would help us keep track of how many points our volunteers have earned  and redeemed.    So whatever would be created I would need a way to add points and subtract points with ease. We allow our volunteers to bank their points to redeem and "upgrade" their tickets to better seats on the following scale:Tier 3- 40 PointsTier 2- 80 PointsTier 1- 120 PointsPremium- 160 PointsIt would be a bonus if the same base would allow them to request their redemption. 

Hello,is there a possibility to enter numbers according to the german format,so100,22 EUR instead of 100.22 EURI can't find a solution for this, neither in the currency nor around number format.And if I choose text, I can't add up the amounts anymore.Thanks for your ideas!Kevin

I'm trying to determine if its possible to have a "link to another record field" show you filtered options.  Right now when I select "Test Building" I see all the records (Buildings), within the "Buildings" table which is GREAT!  However, when I click the "link to another record field" labeled Suites, it shows me ALL the records within the "Suites" table.  Is there a way to be able to show me only the records/"suites" that are assigned to whichever building I select? To Summarize, all my buildings are in the building table.  All my suites are in the suites table. I'd like to be able to see filtered options based on which building I select, as opposed to ALL the suites in the table.  Is this possible?  Thanks!

Hello,Looking for advice on the best way to structure products/ subtasks.  Basically we have a base with a lot of products that need to be created for clients.  Each product has an overall due date, someone assigned to work on it, start date, priority, etc.Sometimes these products are fairly simple meaning only one person will need to work on it; there are no subtasks, etc.  Other times, the product is quite complex and needs to be broken down into subtasks with their own due dates, assigned workers, etc.I'm trying to figure out the best way to structure this.  Right now, all the info associated with the product (pricing, quantity, date start, due date, priority, assignee, etc) is in the same table, but this quickly gets confusing if a product has subtasks.  What are my options here?  Can I create an automation so that when a product is created, it also creates a linked task on a separate "task" table?  And then if there are subtasks, those can be add

I want to use airtable to scan student IDs as they enter the building. The problem is that once somebody scans their ID it won't automatically move down to the next cell for the next person to scan their ID. I don't want to have to stand there and press enter each time somebody scans their ID for it to move down to the next row. Is there a way to fix this?

When there is a link field that links to records within the same table, is there a way to show the records that are linked FROM (as well as linked TO)? For example, see screenshot below, where there is a list of companies and a link field called "Key Customers" which references the list. I have dummied up the "Key Customer Of" field by creating a new link field - but I actually want this field to generate automatically based on the "Key Customers" field. In other words, instead of only showing the target records, can I also show the source records?I think the answer is no because Airtable is a relational database and not a graph database. I know also that the documentation states that best practice would be to keep the customers in a separate table, but in this case that would require double-entry of many companies, which I very much want to avoid. If anyone has figured out a clever workaround I'd love to know!

I am trying to automate a subcription/membership database. I have a users table, and an income table. I want to keep track of expiry dates and what I've been trying to achieve is linking all transactions in Income table with a specific email address to a user record with same email in Users tables automatically. Logic:Two transactions in Income table1. John Doe - 2 year membership purchased - Expiry (20/1/20232. John Doe - 3 Year membership purchased - Expiry (20/1/2026)The users record in Users table will display Expiry (20/1/2026) so that I can trigger an action (renewal email for example) for if they want to renew their membership.Must I achieve this programmatically or is this possible within airtables columns? Feeling as if the learning curve here is quite high. Any help would be appreciated!!

Hey guys,I'm trying to set up an easy way to track budgets within my club. There are multiple subteams in the club with each their own budget, and I want them to be able to submit orders to me so that I can place them and then have a live update on a total of how much each team has spent. I want it set up where if I select a checkbox, that means that order price gets added to the total spent in another tab.I am running into the issue where if any of the checkboxes are selected then all the payment totals get summed at once rather than just the singular order I checked. Also, if I ever uncheck a box, I want that to also be reflected. I'll leave a video below with some of my issue to clear it up.

I have set up the Linked field which is linked to another table but it's not showing 1000 field values from 15000 rows.Do I need to add these values manually or is there any other way to do this without breaking the link?