Base Design

I have a customer (athlete) table that is one row per customer. And a comms table, that logs when each customer posts something in our community (circle) via Zapier.Then, in the customer table I use a rollup to display the date of each customer's last post.The problem is I keep going around in circles trying to figure out how to link the 2 tables. Each customer has a unique athleteID  and circleID, so it should be circleID that is the link between the 2 tables (I think?). BUT when I add a row to the comms table, it looks like I need to know the athleteID too. Isn't the whole point that the circleID is the 1-to-many link between the 2 tables, and athleteID shouldn't need to feature in the comms table?Is it because I'm trying to link tables on a field that isn't the primary key? And if so what's the best way of achieving what I need to?Thanks!

I have a 'customer' table (one row per customer - name, email etc), and I have a 'contact' table that records the date of every instance of a customer contacting us (customer ID, date of contact etc). How would I pull in 'date of contact' into the customer table, but rather than all contact dates being pulled through, only the most recent?So - kind of like how you'd use  'distinct' in SQL, sorted by date Thanks!

Hello community!I have a base I created to manage all tasks across multiple real estate development projects (>700 task records per project). There is a table that holds the Master template of all tasks required for each project, they’re linked to a project record and copied into another table [All Project Tasks] that holds all projects’ tasks (Linked to (1) [Projects]record, (1) [Roles] record as 'Owner' and (multiple) [Roles] records as 'Support').Context:Tables:[Projects] - Summarizes each project (Geographic Location, Milestone timelines)[Roles] - Records identifying 'Working Groups' associated with tasks (ie. Finance, Sales, Operations, etc.) linked to task records and [Person] records.[Person] - Records linking individual users (Name, Email, etc) to [Working Group] and [Project][Master Tasks] - Master template of all tasks required for each new development project, linked to [Working Group] records. Records are linked to a project record before being copied

Hello all!  You guys have been so helpful in the past, I've got a new question to share tonight!  I am working on a base to track finances.  We categorize all our expenses (and income) and then budget for those categories.  I need to assign a category to each transaction I import into the base.  Occassionally, we will have a single transaction that purchased items from multiple categories, for instance we bought clothes and groceries at Walmart.  Clothes and groceries are separate categories.How would you guys structure your base to make recording these transactions as smooth as possible?Thanks!

Hi, I run a small tv/film production company and am trying to find and/or create a simple log to track material that’s submitted to us that includes: submitted by, material type, date, author, notes, priority etc. Thank you.

HiIs it possible to have multiple tables that have identical information (with different filtering preferences) that sync when you update the data in any table within the sheet?I know you can do this by views, however, I want to know if there is an option to do that via tablese.g. I want the tables to contain 1. "all initiatives"2. "new request"3. "backlog"4. "awaiting decision"5. "prioritised"6. "complete"From there I want to filter views depended on teams

Hallo can you change the Icons in the rating field or add some self created ones?I would like to add some flower icons instead of stars or thumbs.ThanksDaniel

Hello!We use one base for each of our clients. We are doing a big effort to standardize the structure of all bases because we are many on the team and each person has edited the structure of the tables and fields to achieve different goals.Is it any way to have a main base where if I do any structure change it reflects this change automatically in the other bases? I'm not talking about sync records, our records are all different depending on the client. I'm talking about the settings of the table and the fields.Thanks!Mani.

Hello again!  I am developing a base for use in tracking personal financial budgets.  If it works well, we will probably adapt it for use with our non-profit as well.  Here's the general structure:TablesCategories (I call them buckets)TransactionsDesignationsTransactions are added as money is spent or earned.  Each transaction can be assigned to one or multiple categories via the designations join table.Each category is assigned a budget.  I want to total all designations by bucket broken down by month WITHOUT having to change filters on a rollup field.  Is this possible?TIA!

I will start the post by saying I dislike hate this new forum. I doubt anybody will read this or because everybody is gone and this is just going to fall into the gutters of this new crapy site.Question:How can I change the date showing in the calendar slot. The time shows correct time zone but the calendar slot shows wrong time zone (I believe it is GMT time, for me minus 5 hours).I played around with time zones so I know it can get difficult to get it to work correctly but that is not the issue. The field shows correct time zone. The calendar slot is also correct.Only the bottom of the time slot shows wrong time zone. This is not my field, it seems default field shown by Airtable and I can't disable it. Not sure where comes from. 

Hi - can anyone please assist me with how to 'unhide' these fields in record view?Please see image attached.I have clicked the little grey down arrow by the field title- and there is no option to unhide them and move them 'up' on the form. Many thanks

Is there a way to widen the column that might allow for 2 or 3 pics to show up as thumbnails as opposed to the +1 or +2 next to just one thumbnail?  Or is there a way to edit that column to allow for addt ’l thumbnails or show?Thank you.

Background:  I am creating a member database for a homeowner's association.  The database has a PEOPLE table, that contains contact information, a SITE table, that contains information about the property (e.g., street address), and a Junction table, PEOPLE_SITE_ROLE, supporting the many-to-many relationship between People and Site.  This junction table contains role information, such as Owner, Renter, etc.Question:  I need to join the information from these three tables into a single view for reporting.  It appears that Airtable Views are limited to a single table.  Is that truly the case?  What is needed to create this single view and support my reporting requirements?

Hello, I have a problem concerning the construction of ma database structure. I have an online marketplace where my items are assigning to categories, then subcategories. For example, I am selling a brand of white chocolate, which is the subcategory "chocolate", which is in the category "sweet products". One product is assigned to only one category and one subcategory. Each subcategory is only assigned to their related category. When I am creating a product, I would like to chose first the category "sweet product". Then, I would like when I have to chose the subcategory that only the subcategories assigned in "sweet category" appear. Do you think it is possible ? Thank you a lot !! 

I have 2 tables in a base.  One table has information on Children.  The other table has information on the Sponsors for children.  I have a field in Children table that links to the Sponsors table and allows multiple links denoting the particular sponsors of that child. Is there a way to take the sponsors from the multiple link field  and put each one into their own linked field (sponsor 1, sponsor2, sponsor3, etc)?Thanks in advance for any help,Mary 

Hello All.In table A I have all of my outbound communications listed. In this table there is a field called "Month Sent", this field is used to link table A & table B. Table B contains the aggregations of all the communications sent per month (Month sent, Total sends, Total opens, percentage opens, etc.). I want to show the metrics for the communications for each format type per month (i.e. email, SMS, etc.). The ideal way of doing this would be to somehow have a single select field for the format in table B which whenever changed automatically causes that record to calculate the number of communications for that format only and update the record accordingly. I know there is an option in the roll-up to add a condition, but that would mean creating a different view and roll-up condition for each format. In Google sheets, I simply had a table, combo box and if statement that read something along the lines of IF the combo box is equal to the format then add to the count.&nbs

Hi everyone,I'm currently building a rental (lending) system for my inventory and I need help tackling an issue with how I register multiple rentals on the same item. I've entered an inventory of some 150 items in one table, a lender registry in another and a project list in a third. I've made a separate table where I register loans and returns back into the inventory. Consider this a log.Here I've made a formula, where you pick who the lender is, what project they are affiliated with, and what items they are lending.When the record is submitted, it updates all items in the inventory and changes their status from in-house to unavailable or vice versa.All of that works thanks to several links, automations and formulas. However!I would like to register future loans and when they are expected to be returned.And here is where it all gets dicey. How do I register multiple dates in a timeline or gant view on the same item and line?Especially since the solution should suit

I am running an event where there are multiple participants that can participate in multiple events.  I know how to link the Participants and Events tables together.  However, I have a need for a view or third table that lists out each unique pairing of participant/event.Example:Person A: Event 1,2,3Person B: Event 2Person C: Event 1Final TablePerson A - Event 1Person A - Event 2Person A - Event 3Person B - Event 2Person C - Event 1This data will NOT be a one-time import.  People will be added to the base regularly, events will be added as well.  Signups will not be a one and done type thing.A small wrinkle:  Participants, Events, and Signups will all be added to this base via forms.  Additionally, using automations and forms, event staff will need to be able to edit information in the records.  I know how to set that up already.  What I'm looking to avoid is a participant having to fill out multiple forms to sign up for more than one event.What

Hey Airtable Community, Not sure if this is the right place to put this question, and if it isnt let me know.   We currently have 150 clients in our Airtable base, all with end dates for when the service ends.  I currently have a view for 30 days before a clients end date, it will populate in that view and notify their team.Does anyone know if its possible for me to have a view that would be based on Month and Year?  ie, anyone with a end date in January 2023 would populate in that view?Thanks in advance

I am a newish user on a pro plan and in the 5 months i've been using Airtable i not only learned a lot but definitely have learned how to make more complicated tables and ways that our organization can use it. However, now that more of our operations and staff is on Airtable, i am also realizing that i could have built much of it differently. I know there's no way to just duplicate an entire table (along with its data, automations and interfaces) to a new base (just as another table on the same base), which makes redesigning quite complicated. Does anyone found a way around this or found a simple way? I have no problem exporting data but i also dont want to rebuild all the columns and all the automations i connected to it.... help!

Hello, I am new, and new to using airtable.I have a problem with syntax in a simple formula that is vexing me. All the field names are correctDonor Capacity = (Estimated Capacity  * 0.5) + (Annual Fund Likelihood * 0.2) + (Major Gift Likelihood * 0.2) + (Philanthropy * 0.1) Thank you! RS

How can I get the Submissions Field to only show data that is related to the user AND challenge of the current record?  Right now it's showing all of that user's submissions for any challenge, instead of just the submissions that go with the challenge in each record.

Hello, Our team needs to aggregate data from multiple records with shared fields, so if Record 1 and Record 2 are both located in Paris, and they have Salaries of $45,000 and $55,000 respectively, then the total spend for Paris based consultants would be $100,000. We see that grouping the records by shared fields does sum it up but doesn't entirely give us what we are looking for. The problem with the grouping is that:It automatically expands; instead of showing the values (or combined values) it just shows "Filled _" or "Unique _",  and if two records have 2 dates listed we want the ability to set the primary to the earliest or oldest, or vise versa - no customization of this nature We are hoping for a simple process, to be able to just import a data file into our one working table and automatically give us this view in the least possible steps. Any ideas is appreciated!

When you are on a view, Would be great to be able to show ONLY certain kind of fileds : Exemple : dates fileds, or formula fileds, or lookup fileds.... When you have 50 to 100 fileds... would be great to filter only the type of fields you are interested in... I don't think we can do that right now... Maybe to have this function in the 'hide filed' button. Thanks in advance

I'm looking to set up a community 'borrow my stuff' library where members of my local community can add items that other people can borrow. Airtable looks promising but I can't see any way of editing permissions for records.Ideally I want 'only the creator can edit this record' permissions. I recall that Salesforce CRM had this feature..Is this doable on the free tier?