Base Design

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

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.

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!

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?

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  

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?

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?

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)

Hi All,I have been trying to create a base to manage our project purchasing and accounts payable process. We are a residential building company and run around 12 projects at once, with detailed and extensive project budgets.  These budgets are broken into categories relevant to the building stage, including materials, consultant services, accepted trade quotations, etc. Most of these line items are products from supply agreements, contract rates from contractor agreements, etc. These agreements are valid for approximately 12 months, and the items within the agreement form a catalogue (inventory), I guess. The line items for materials are the actual product per the supplier's catalogue, enabling us to order the products from our budgets accurately.I want to be able to select several rows within a budget to all be included on a purchase order generated in Airtable or, in some way, on a branded PO PDF template. The table would then register that these items have been purchased, not a

Hi All,I'm trying to create a simple base that allows me to track items in boxes. An item can only be in one box so a one-to-many relationship seems like the right thing here. I added the link field to my Items table and made sure that "Allow linking to multiple records" is off in the settings. This works when I'm adding items and putting them into boxes. However, when I open the Boxes view and add an existing item to a box, it does not get removed from the previous box. Instead it ends up being in multiple boxes at the same time, exactly as if it was a many-to-many relationship.This looks like a bug to me. Is there any way to move an item without having to remove it manually from the old box?Thanks for your help, P

Dear friends, I need again your help.I am creating a database in which I will add information about patients with a specific disease. In a main table, I will summarise the most relevant information about each patient, and each row will correspond to a patient (record) with a specific ID number. In another table called "visits" I will add data about all the outpatients visits (each per row with a specific date). Each patient on the first table can have more than 1 visit but each visit can be associated only with 1 specific patient. I correctly linked the 2 tables, and now in the main table, I can see all the visits for each patient. What I need to do now is to visualise in a field of the main table specific information contained in a specific field of the "visits" table. In detail, I need to visualize the status of the disease in the most recent visit of that specific patient (disease-free, progression, regression). I tried creating a rollup field and using the formula MAX(values)

I'm using a Calendar view, the "Customize labels" option, and the "Sync to an external calendar" option. The customized labels show up fine in Airtable's calendar, but when I sync the Calendar view to my Google Calendar, the name of the event is just the Date. I can't see the customized labels from Google Calendar. I've tried reconfiguring and re-sharing the calendar, but nothing seems to update it.See screenshots.Thank you for any help you can offer!–Ben

Dear friends, it's days I'm trying to create a database to store information about my patients and their follow-up, but I am having big troubles in understanding how to do it with airtable. Anyone willing to help?Thank you 🙂  

Hi Friends, I need help from somebody. I am trying to build a database to enter data of some patients with a specific disease. I created a 1st table di patients' unique IDs and some demographics. What I need is to add "events" related to each patient, which could be operations and follow-up visits. Each event includes info like date, type of surgery, patient status and so on. Each patient can have multiple events, but each event can be related just to one patient. Can someone help me and suggest how to proceed? Thanks a lot 🙂

Hi, Let's say I build a form on top of a table with fieldsClassroom | Student name | Favorite classmateI'd like the form to allow each student (indexed by Student name) to pick their favorite classmate from a dropdown list that contains only the students in their classroom (ie. the Student names pertaining to a group defined by the field Classroom). I'd like this to be able to scale to a few thousand classrooms, so creating new fields is not an option. I'm an Airtable noob but experienced engineer. Thanks in advance!