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Base Design

Need help with your Airtable base design? You've arrived at the right place.

  • 3,359 Topics
  • 8,409 Replies
3359 Topics
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Adrienne_MedinaInspiring
posted in Base Design
Table Structure for rollups and synced bases

Hello Airtable gurus!!Our org is relatively new to Airtable and we are starting to design towards interface and analytics output. We are using Airtable as a mini- partner relationship management database and have a series of synced tables already set up with this rough structure:Partner Table: list of partner names and metadata associated with the accountsCase Table: list of cases our company runs, with associated metadata (e.g. region, industry, client name)Practice Tables: teams indicate where a Partner impacts a case (yes, unfortunately this is set up so each practice has it's own table for other logic reasons; ideally this would have all been one master table)Case X Partner rollup table: fed by all the Practice Tables, acts as a master for all the practice table activities. Data that rollsup is read only, but I can add columns manually and link other basesThe question we face now is that we want to report out all the interesting details about partners in our partner interface,

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Motlaq_AlMutairParticipating Frequently
posted in Base Design
Turning a wide table into a narrow table

I have two tables: Tenders and Companies. Each record in the tenders table is a tender (contract) between a governmental entity and a company. The tender table has a column "keyword" which is a way to group similar tenders.I'll try to explain my problem with a demo base. Here are the two tables:As you can see, the companies table has three columns for each keyword. It's of type 'count' (it is filtered only to count each keyword)Now, to turn the table from wide data schema into a narrow one, I can just use the table optimizer script available in the marketplace. The issue appears when we talk about my real data and real base. I have 81 Keywords and the tenders table is updated every week so a new keyword might be added anytime. In order to follow the same procedure I explained with the demo base above, I need to create 81 columns for each keyword, and since the table optimizer script doesn't take count field (it needs to be text field) so you need to change these count fields to te

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datarules1New Participant
asked in Base Design
create new table using CSV without data

Hi,I'm trying to create a new table using CSV file with field name and data type only, without sample data using Airtable interface, not API. For ex, Field 1,Field 2,Field 3text,number,dateThe expected output is a table with three fields named “Field 1”, “Field 2”, and “Field 3”. The first field should be a text field, the second field should be a number field, and the third field should be a date field.However, instead of setting the data type for each field, the second row was treated as a record.I tried a different format and result is the same.  Row 1 is treated as field names, and rest of the rows below were records:Field Name,Data TypeName,Single line textEmail,EmailPhone,Phone numberAddress,AddressDate,DateStatus,Single selectNotes,Long textTruly Appreciate any help you can provide.

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ScottWorld
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Michel_VerheyenNew Participant
asked in Base Design
Select field

Hi, I am new (1 week) to Airtable.I have a Base with 2 tables. Table 1 has 1 Company field. Table 2 has 2 fields : Company and Database.Table 1 is filled with 200 records.Company1 / Database1Company1 / Database2Company1 / Database3Company2 / Database4Etc.....When I choose the Company Company1 in Table 2, then in the Database field I only want to see the records that are linked to Company1, namely Database1, Database2 and Database3.Is this possible!RegardsMichel

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ScottWorld
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veltsy86New Participant
posted in Base Design
Is there a way to group users under pro plan?

My company current has a pro plan.  Is there a way to group users by either creating another table or is Airtable planning on releasing this feature to pro plan users?

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Kostya_S
Kostya_SNew Participant
asked in Base Design
How can I format a field with a column name if it is so long?

The column name is too long and doesn't move to new lines when I shrink the column. Can you suggest a way to move part of the name to a different line? Thank you for any suggestions!

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Kostya_S
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wefsdfdNew Participant
posted in Base Design
Recurring Events in Calendar

I tried to contact Airtable support for this and they refused to help me. Here is my question:John books Studio A on Mon 1-2PM and Friday 4-8PM from Sep 1 2023 to June 1 2024How do I set this up?

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Francoloco23Known Participant
posted in Base Design
Linking Records

Good day,I have a column named Final report type (Link to RPC) wherein if this is the company, then this should be the report type that should be seen. However, there are instances if the company is seen 2 or more times, the report type is not being disclosed (see screenshot). I would like to ask if this would be done via an automation script? or a simple editing of the field column? Thanks

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TheTimeSavingCo
matt_stewart1
matt_stewart1Inspiring
posted in Base Design
Lookup Primary field with blue link buttons?

I have a linked record field. What I want is the ability to then breakout these linked records into different fields, essentially different departments.However a lookup field on the primary field returns text, not the blue link field.This means I lose the ability to click into that record with added details, or navigate using interfaces. Any thoughts on making this possible?  

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TheTimeSavingCo
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KenodoxiNew Participant
posted in Base Design
Filtering in a base

Can I filter and see results from all tables in a base?I’ve attempted to make a master table and link files to records from other tables but when filtering from within the “master table” it doesn’t search inside the linked record so it always pulls up as no results found. Is there a way to do this? Even being able to duplicate a record and apply it to a different table instead of only duplicating within its own table would be helpful to save me time copying and pasting every field. I am using mobile and I know it doesn’t have all of the options as the desktop version which is a bummer. But that’s possibly the source of my issues if these capabilities already exist in your desktop model. Any information would be greatly appreciated. Aside from filtering between tables I have no complaints and absolutely love the product.

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TheTimeSavingCo
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George_WhiteNew Participant
posted in Base Design
Single Select Field > Multiple Select Field

In the free version of Airtable, I created a single select field, now I want to change it to a multiple select field. Is that possible?How do you do it?

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kuovonne
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christian_oNew Participant
posted in Base Design
Team Capacity Tracking Help

I'm looking for help calculating a team's weekly capacity on projects that have a bucket of hours spread over multiple weeks (i.e. Copy = 20, Design = 40, etc.). Currently my reporting pulls in the entire amount. Ideally Airtable would automatically spread the hours out so if the above project took four weeks, each wee would have 5 hours for copy and 10 hours for design.Alternatively, I would be happy with formulas that would take into consideration remaining hours left on a project during a specific week. So if someone reported that they were 50% done with a project, the above project would have 10 hours of copy left and 20 hours of design. This calculation would need to be updated as the project progressed.

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TheTimeSavingCo
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DesignStripingNew Participant
posted in Base Design
Emailing from IOS app - changing email from hyperlink back to table format

Hi,I already posted regarding this but thought I would try again to hopefully get fresh eyes on the issue.Our Company emails out individual records using the iOS app. The email previously displayed the record in a  table format, however now it is emailed as a hyperlink - which then directs to the table on the airtable website.Can someone please help with a solution to change it back to sending the email as a table. This change only arose since the latest couple of app updates.Thanks!

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letsgoNew Participant
posted in Base Design
Help with Base design for Sales Pipeline for Tutoring Business

I'm new to AirTable but not automation. I've hacked together my Pipeline with Google Sheets and Zapier + a lightweight CRM. It still works okay, but I see an upside in moving to AT. It will be nice to have different views for the different employees based around primary role. Any suggestions or questions I need to be asking, would be very much appreciated. My biggest challenge is how to design my lead tracking base. Do I use one table or many tables? My current setup in Google Sheets is a tab for each service. Students are not linked on the different tabs. Highlights:Tutoring businessWe offer 3 services. Let's call them Service A, Service B, and Service CEach workflow for each service is slightly differentWe have 3 employees who need to view and edit the pipeline. Each will use different views. I want to track:Contact information: Student Name, Parent Name, Parent Email, Parent Phone, School, and Grad Year.Conversations at the Student/Client level by Service Type.&n

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TheTimeSavingCo
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lionel_hivesNew Participant
posted in Base Design
Linking Records with same name

I have two tables (Table A Projects); one with lots of high level data on multiple projects (size, location, date); and (Table B Costs) with lots of high level data on each of those project's itemised costsHaving summarised the costs per project in the second table and grouped them by Item Type, is there a way to link the summary cost into a field in the first table?I can't see a way of adding new records to the Cost table by selecting the Project from a drop down nor a way of using Lookup to match the records by Project NameThanks

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pressGO_design
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suryaanemNew Participant
posted in Base Design
Linked Records and drop down in forms

Newbie to Airtable! 3 days old 🙂 I have a table where I capture list of all the work I am doing.  There is a numeric unique ID that is in the first field and the record has a number of columns Unique ID.  Col 1.  Col 2.  Col 3. Col 4. Col 5 I created a table which has the following fields and a form submission will populate this table XYZ1   XYZ2     XYZ3      XYZ 4 ....etcXYZ1 is linked to Col2. So when I create a form and try to use a drop down to select a value for XYZ1, I was hoping all the values in XYZ1 will be displayed but what is happening is the entire record is getting displayed rather than that field alone and XYZ1 has Unique ID value rather than the Col2 value. How do I get to the below stage.When i submit the form, XYZ1 field should show me all the values in field Col2 and then display on that col in XYZ1     

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ScottWorld
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LL-JakeNew Participant
asked in Base Design
User Access - How can I limit the ability for users to add Interface users to the Base

We've added Interface-only users to our AirTable Interface. How can I prevent users from adding them to the full Base?  The Base contains sensitive data that Interface-only users should not have access to.  I've noticed multiple times that Base users have invited Interface-only users to the Base.

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TheTimeSavingCo
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josh_vurnovasNew Participant
asked in Base Design
Rolling up items based on column data

Hey, all!I was wondering if there is a way to gain the sum of values based on column data. Here is what I'm looking for:I have four tables--materials, packets, procurement, & purchase orders. I link the materials to the procurement table to populate all the details of the material. I link the packet to that line item to signify what I'm charging to (it has job info and everything). Then I need shipping and receiving to check the items in so that we can determine that everything from a given packet has been received which is being validated by the purchase order. What we currently have to do is check every line item in as received. This is rather tedious, and all I really want is to determine that everything on the purchase order is being received. Additionally, if I can solve this, I would love a sum of how much of each material I have in stock for a given job, not a given packet as there are multiple packets per job. While some of this may seem redundant, it is due to the number o

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veltsy86New Participant
asked in Base Design
Combine select lists from two different fields

I am trying to combine the lists in two different single select lists into one.  I'm not trying to concat the fields.  Combine the lists together somehow.

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TheTimeSavingCo
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Claudio_FernandNew Participant
posted in Base Design
Employees performance review base

Hi Everyone, I need to build a performance review base to start a year review process with the employees in my company. Anyone who already built this in airtable and can share? Thanks!

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bwg343New Participant
posted in Base Design
Setting up a complex base — or am I overcomplicating it?

I have a base where there is load list table that depicts every load on a power system (e.g. motor #1 of 10 hp). I have an instrument list table that depicts every instrument on the site (e.g. flow meter). I want another table that has all the inputs/outputs (IO) for the control system (an I/O list).An example is analog input from a sensor or digital output to a motor.How can I set up this IO list that it links to both the load list and the instrument list as needed? The IO list should have all the IO from the entire site, which means it will have IO for devices on the load list and have IO for devices on the instrument list.I can set it up so there are linked fields in the IO list, one for load list and one for the instrument list, but then I have one blank on each row (as the IO is either from the load list or instrument list). Is this the best way?

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AlexW-DPParticipating Frequently
asked in Base Design
Advanced filtering not working

Hello, trying to set an advanced filter and it's not working.  Thinking I'm perhaps missing something obvious?  Looking to filter for projects that I'm working on and which are not "done" or "abandoned" or blank in their status.  See screenshots of my filter and what is currently displaying on the base (currently still showing done/abandoned items).  Thanks for tips/suggestions!Alex  

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ChrisoNew Participant
posted in Base Design
Advice for building report tool

Hi all, Been experimenting if airtable can speed up my workflow for inspection reporting by using some forms and drop down fields. Right now I take photos on my phone and create a google doc report from a template then pdf and send to customer. Kind of stuck how to set-up the relationships across the tables and how to build the form or interface. Any resources or guidance y'all can offer?

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IbrahimAlfaraj
Guillaume_Boill
Guillaume_BoillKnown Participant
posted in Base Design
Undo actions became painfully slow

Hello, I obeserved a significant slowdown of the Undo actions in the past weeks/months. I was hoping this would be resolved over time but it reached a state where it can take minutes for an Undo action to take effect. Suffice to say this leads to inefficiencies and confusion as of whether an undo action took place or not. Am I the only one observing this problem?

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Guillaume_Boill
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Oscar_FogelstroNew Participant
posted in Base Design
Split a project into nested sub-projects

Hey!I have this "project management base" that I use for all my projects as a freelancer. in one of the fields I have Fee/budget. For some projects I invoice in parts, so maybe 1/3 on signing the contract, 1/3 on first delivery and 1/3 on completion.I my "main" grid view I have all my projects sorted on completion status. But I also have a Kanban view for tracking invoices which is built on the single select field "invoice status"; not ready, sent, paid etc.Does anyone have a suggestion for a convenient way of "splitting" the budget field so that it appears as 3 separate "invoices" in my invoice view, but is still attached to only one project in the main view if you understand what I mean? (i.e. I don't want to have to create a "separate project" in the grid for each of the invoice parts)

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TheTimeSavingCo

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