Base Design

Hi there! Hoping someone can shed some insight!Context:My primary table tracks billing for the month for multiple clients.  The total amount billed for each client is calculated from a reference table based on the current services each client is using. These totalare  updated each month and then sent to our billing department for invoicing. For simplicity sake, fields are:Field 1: CompanyField 2: Total Current Monthly ChargesGoal: I would like to send the total current monthly charges for that month for each client to a separate table so I have a record of what each client was billed that month in order to track month over month revenue and have a historical record. I'm weary of a date specific automation as billing finalization date can vary.  Ideal End Result:1. Finalize totals for the month2. Click button that says "Finalize" for a record3. A new record is created in a separate table with the following info:Field 1: Record Name ("Client" & "Sign Off

Hello everyone,I was wondering if there is a way to avoid people adding users as builders. I often have to monitor and check my users in order to make sure none has been added as a builder because it is risky to let anyone build and modify bases and also in terms of pricing can cause issues.Thank you very much for the help

Hi community,I am using integromat to create Gslide presentations from Airtable data.In each airtable record, I have elements like name, position, company and a picture from our student.My scenario was working properly until recently, because there was an evolution regarding attachment URL behavior in Airtable.Since, every element is "transferred" on the Gslide presentation, but not the picture.I have created a field with a formula to mimic the old link (like: https://dl.airtable.com/.attachments/c3514c423036281518ab5715eca5c650/04c00db3/Swile_Rebuild_by_Superflow) but it's not working.The URL file starting by "v5..." isn't working either.Ideally, I'd like to be able to download the file from a link (I haven't figured how to get a working link yet) on Gdrive, and get that file to add to my presentation. I'm new to no-code and I may not have the correct approach, and I'd love to learn more about that if some of you are willing to help.I'm attaching a screenshot of the scenario

Hello, I'm running a group hostel, and to track the activity I created a table that list every client I have, their day of arrival and departure. When I create a new reservation (new record), I add the day of arrival and departure. And a formula takes out the month and year of the arrival, and a group setting that group the reservations by the month, so I have every reservation group by month.But I have one issue : when a customer stay on 2 different months (like you can see for client 2, staying in may and june) he is only in the 2023/05 group, and not on the 2023/06 group. I would like to see client 2 on the 2023/05 groupe AND the 2023/06 group, so when I look at the 2023/06 group, I know he is here.You can see the table right here. (I remove all of the irrevelvant fields for (as payment tracking, details of reservation ..) to make it more easy to read). Thank you for your help!

Does anyone have a database with all cities in the world? I'm hoping to use it so that people can select/search from a drop-down when selecting their location when filling out a form. I found one with all countries here.Many thanks in advance!

I have a Yes or No question in one column. I only want to enter data in the following column if the answer is Yes. If the answer is No the following column remains blank. So what I am looking for is the following:Caregiver Field: Yes or No.Caregiver Name: If yes, enter name of caregiverIs it possible if the answer is Yes, enter name of caregiver in the following column, and the next column would allow to enter a type of relationship. For example: Caregiver Field: Yes, Caregiver Name: Jane Doe, Relation: Daughter.If Caregiver Field: No, Caregiver Name: blank, Relation field: blank 

Hello everyone,I want to allow a list of people (whose information are already stored in a table) to book different events in a Calendar they could access. The booking system would allow them to see all upcoming events, and register to the ones that we still have availabilities for (let's say 5 participants maximum per event for example).I had access to the "No-Conflict Asset Reservations" template, and it seems promising, but it implies that the Assets will be available 24/7, whereas I would like to let people choose among a list of pre-defined slots.All the registrants will be pre-existing records in my "People" tab. Ideally, I would like the process for them to be:They receive a unique link to a view/interface they can bookmark and share internally.They open this, and see the event they want to take part in. The number of participants is displayed next to an event, and only events where we still have slots remaining are visible. (In a perfect world, they could even toggle betwe

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,

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

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.

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

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?

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!

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?

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

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?  

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.

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?

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.

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!

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

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

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     

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.

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