Base Design

I am looking at a way to move from excel and found airtable.  I am wanting to make a table that has my clients and their information and then a table that has amount due amount paid and a balance.  I made these to tables but need a way to add the amount due ongoing weekly.  Like week of April 3rd and week of April 10th and so on and then an amount for each week.  Then when they make their payment, I can put it in and it will give a balance for that client.  I also want it to where I can give them a printout of what they owe and what they have paid. Thanks in advance am doing this in excel but feel like a database will be better option moving forward is this idea possible?

Hello, I am working on a base with multiple gallery views that will be shared with the general public. For that reason, I would like to hide (or edit) the "created by" user info that shows up when you mouseover a view title in a shared view:Is it possible to hide this information???Thank you in advance for your help! 

Hi I'm looking for a workaround for highlighting /deleting old records from a table when not in new CSV import.  This is currently causing me problems meaning i cannot use Airtable for many tasks. Thank you 🙂

Hello. i would like to see where i can get some templates for a business directory. Once i choose a template and set it up, i would like to post a link to it in a group im in and have other members of the group be able to add themselves to this directory. What plan do i need to have to make this happen and how do i go about setting it up and does the person doing the inputing to my directory need to have a airtable account? Thanks

I have two tables - Table - 1 and Table - 2. Table - 2 fetches (lookup) values from Table - 1 based on the selection.Table - 1 has manager details for various teams, and Table - 2 has multiple projects. Now the managers keep changing for teams over the years (but the team remains constant), and in Table - 2, I want to select the team name, and it should fetch (lookup) the manager details. But when I update the manager name in Table 1, it automatically changes the above records' lookup values to the current manager name. How can I keep the old manager details associated with the old project name?

I created a grid and then wanted to use that but to modify so I didn't had to retype. Ideally I wanted it in a new tab but I couldn't figure out how so I duplicated the grid and started to modify but when I did that it's affecting the initial grid and changing things there too. Can I either move one grid to a separate tab or somehow unlink the grids in the same tab? I don't want to retype everything. Thanks everyone who might have an idea. 

Hi there, I'm trying to create an invoicing base. All the examples I've seen include establishing products or services with a set price in an Items or Services table. In my case, each invoice item is always unique. I never sell 2 of the same thing for the same price. So I'm not sure how to set up my invoice table so that I can insert multiple line items to the same invoice if they are not drawing from a preset table. Does anyone have an example like that to share?

I'm struggling to figure out a solution for scaling views.  I currently have a view for each of our districts (which gives me approximately 90 views). They all have identical data/fields with a filter to only see the pieces tagged in that district.  I set these up as views specifically because I need the shareable URL for users viewing that don't have an account. I am using that URL in some email automations - use case, district updates. So each month, an automated email to that manager saying "here's your highlights" (all dynamic fields) with a link to "view your detailed breakdown here" (dynamic field to insert the URL of their view).    Hopefully this makes sense so far.  My problem is how poorly this scales. I just improved the view with a few other columns/groupings etc. But now I have to make that manual change across each of the 90 views and hope I don't miss any ..... is there any way at all to scale this?  The views are all ide

Hi, Any way i can export these items?

Hello all --I am having a challenge bringing in data from a lookup field.  We have a table that lists incoming deliveries as each row.  There is a column labeled "tags" in this table that where we want to show tags from another table (product details) that the delivery table is linked to.  The challenge is that while each delivery is unique, the products associated with the delivery are not.  What seems to be happening is that the first instance of the product name (which is how the lookup is working) is returning the tags but not for all instances.  Is there a way to override this?  Thanks,Justin

Hi. I have simple example to explain my question. I have linked two tables with a multi-select field: Books and Authors. For every Authors I can select many Books that the Author has wrote. And for every Book I can select many Authors that have wrote that book. A Book is wrote in a language and the Authors know only one language Question: how to filter the select-list with only those Authors that use the language of the Book if I want to associate correctly the Authors with the Books based on the language? Thank you in advance for your help

Hello!For our organization, I'm working on a view/interface to track changes to lists of content over time. We "merchandise" our content for users in sequential order; e.g. Row 1 of content contains Title A in Position 1, Title B in Position 2, etc... Each of our titles has a custom numerical ID, e.g. 10339894. We frequently make changes to the order of titles in each list, based on user engagement with each piece of content. I'm looking for a way to build an interface or view that will easily track these changes over time. It also has to serve a dual purpose and be easily updatable – ideally, members of our organization could simply drop in the new order of titles in the existing table, date them, and be able to compare them to past iterations. As such, I'd like all permutations of titles and lists in one easy-to-wield table.For now I've set up the records and fields as such. The list of Titles 1 –10 from 4/1/2023 includes all the same titles as the list from 4/2, but the ti

I need unique lookup values. This can only be done using a rollup field, which removes formatting. I need unique values but retained formatting.Lookup field: Contains duplicatesRollup field: No formattingWhat I need: Lookup field w/ duplicates removed

We are driving to develop a new base specifically for our marketing team that is strictly for photos/attachments relating to records in our main base . Our current idea is to have a synced base that has a form where content can be uploaded, creating a new record in the synced base and then linking to the record from our main base. The only issue is that Airtable says theres a 1TB limit to attachments. Does anyone have any experience with navigating around this limit or is there a better solution within Airtable or outside of Airtable?Thank you!

Hi, I'm building a simple CRM for a dog walker who offers walks in 10-packs. I'm getting confused with how to track these 10-packs.My first thought was to create a Walks table with 10 columns (Walk1, Walk2, ..., Walk10) and the date of each walk would be populated as it happens and there would be a formula field to count how many of those columns had been populated so we know how many walks have been completed. But the dog walker herself is not very techy, and to avoid her having to go into the base, I'd like if she could use a form to simply select the dog's name and write in the date of the walk. I have an Owners table and a Dogs table, and I know how to create a form where she can select which dog it is from a drop-down, but I'm getting stuck with where/how the walk dates should be stored. I appreciate any tips, thanks in advance!

Hi everyone,Background:I'm in the process of creating a base which is to be used by our company and an external company to share information and update the status of job packs for solar installations.ScenarioI have a single select field called "Job Pack Review Status" which contains the properties "Awaiting Review", "NMI" and "Approved". I want to keep track of the time when the external company changes the status to either "NMI" or "Approved" by logging a time stamp. However, there are scenarios where if the job pack may be rejected (NMI) and then resubmitted after being updated. In this instance the status would change back to Awaiting review before the external company makes an update. In this scenario I'd like to keep a second timestamp when the property is updated for the second time.  QuestionIs it possible to log multiple time-stamps in separate columns based on the status of a single select field changing multiple times, or should we be splitting this into a separate

I am trying to set up a database of past video shoots, including who worked on them and what position they worked as. I have a table of people, a table of positions (director, cinematographer, producer, audio, makeup, etc), and a table of projects. The issue I'm running into is that our team often juggles positions, so John may be the director one day, and producer the next. Sue may be doing makeup, and then audio another day. (I admit it's chaotic and we're working to nail down positions... Part of why I specified that this is a database of past video shoots!)So, simply linking the people and projects tables doesn't work, because that doesn't say what position each person worked as. I could add individual fields to the projects table for each position and select the director, the producer, the audio tech, etc, but that seems clunky and would make it hard to simply view a list of who was on the shoot.The solution I've found is to create another table that simply links co

Is it possible to create a link/shortcut on the iPhone desktop to a specific table? This would save time as two steps become obsolete: A) scrolling down for the right table once the Airtable App has been clicked. B) Clicking On the Table

My goal is to combine 2 data tables into one, and then get a single output sum value for each "agent" within the respective table. Right now, when I combine the tables and syncing, I am getting limited or no data to transfer across. The goal would be to have agents from each agency on one table, and then that table can do a weekly or monthly sum total for each field. Here I have a demo agency and demo agency copy with everyone2 for differentiation. I am open to ideas and options.Just feeling like I am trying to drive a nail with a screwdriver on this one. 

We are trying to determine if we can use Airtable to help with our perfume formula creations. Right now, we use one spreadsheet for each formula experiment. As we look at how to structure it in Airtable, we have thought that each experiment would be a new table, which would allow us to change and adjust the records for the parts per thousand [Inital Amount] for each ingredient. We are including an image of the table to help illustrate the idea. My question is whether this makes sense as a way of working with Airtable. Should each experiment be its own table or can this be done with each experiment being one field? Any insights you may have will be much appreciated. 

I am building a new base for my company's Inspectional department to help the coordinators input and track historical, ongoing, and schedule inspections for our housing agency's low-income housing vouchers.We are tracking a combination of inspectional protocols: Move-In - When a person moves into a new unitAnnual - The yearly inspection for an ongoing participantSpecial inspections. I broke it down into five components (tables) to reflect the relational data that I want to connect with bullets that represent the fieldsParticipant (Voucher holder):  Last NameFirst NameHousehold IDLanguage PreferencePhone Number EmailProperty OwnerOwner NameOwner IDOwner PhoneOwner EmailUnitsStreetCityZIP Code# of BedroomsType (i.e., Low-Rise, High-Rise, Townhouse, etc)Year BuiltInspectionsProtocol (Annual, Move-In, Special)Requested DateScheduled DateOutcome (Pass, Fail, Reschedule, Cancelled, etc)Inspectional Report Attachment fieldInspectorsInspectors&

Hello,I am new!  Been watching and reading lots of tutorials but I just can't wrap my head around this one... I am a flower farmer and I deliver to a set of customers twice a month.  They are not always the same day.  Last year, I looked at everyone's requests for the month, manually put it into a google calendar and manually emailed each customer each month.I have all my customers in a table, then I tried building out a 'tasks' table and using calendar view.  I see that each record is considered a 'task' and can have one date on the calendar.  If I enter each customer and give it a label of what delivery they are on, I can create one task per delivery, but that means I am entering each customer twice a month (see screen shot)- this seems like a lot of redundancy (and room for human error). There must be a better way to set this up!  I would love the help!!Once I get it set up, I'll automate it to email the customers their delivery dates for the month

Is there a way to completely lock a tab so certain people can't access it?  Example: I have 2 tabs for 2 separate clients. I need these 2 clients not to be able to access all tabs.

We're using a base to track actual work done on multi-project invoices, but the invoices from different vendors format the info differently - some tell us a percentage of the time worked spent on each project, while others tell us $ amount subtotals by project. I have a table recording the actuals from each invoice, which includes a "Project Percent" field and a "Project amount" field, and I can enter the info on each invoice in either field and leave the other blank, but is there any way to have the populated field do the math against the invoice total to automatically fill in the other field that's left blank? I can't see any way around the problem that having the fields update one another reflexively would cause a circular logic error. Anyone have any ideas on how I can automate filling in percentage when I have $ amount, and fill in $ amount when I have percentage? 

Hi All,I am hoping there is a way to get some custom code written that can be inserted into Airtable to do the following.In grid view, the rows would be tasks, the columns would be clients. The cells would have a stop/play button and show how much time is recorded against that task/client.I have looked at the time tracker extension but I don't think it can do this.Is it possible to get someone to program this for me? Or is this too crazy of a request!?Thank you!