Base Design

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 "SHop

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

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.

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 t

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.

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 ad

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

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 proj