Base Design

Attached is an example summary report from a budget tracker Google Sheet template I’ve used. I’m wondering if it can be easily recreated in AirTable with AT’s built-in features. Base structures would include tables for estimated expenses, actual expenses, payments made and more. Summary page would include calcs to show difference between estimated vs actual grouped by category and overall summaries as indicated. If it can’t be done easily in AT I’m back to Google Sheets.

Sorry if this is obvious, and I've just been unable to find a solution, but... Is there any way to create a PRIORITY field that changes dynamically? Imagine there are ten projects in a base, with a Priority field numbered 1-10. I now need to add an eleventh project, but this one is more urgent and has a priority of 2 on the list. Currently, I then have to manually change the old Priority 2 to a 3, 3 to a 4 and so on. Is there a way to automate this?

We have created a form where once completed, it creates a timecard.  How can I add a restriction either on the form or anywhere in the system to restrict one user from creating a form/timecard under another users name?

I have a "date paid" date field that I've realized I could automate better by transitioning it to a checkmark (paid?) and a last modified date field. But when I do that I lose all the paid dates paid (which impacts other calculations throughout my table). Is there any way to get around this?

I am looking to work with clients, capturing data for their projects, I am currently set up to work within a single base for all projects, but I am considering using a base per project in Airtable. I understand there may be potential performance implications for this approach. Each base may have up to 5000 records, and I may have up to 10 - 15 projects or bases live at one time.The reason for this approach is that I am working for clients using a standard template, but fields & select options may change per requirement, and I would like to keep all projects separate for organizational purposes, it just feels cleaner. I am concerned that this approach may make Airtable laggy or unusable, or am I worrying about nothing? Has anyone taken this approach with success?I would appreciate any insights or recommendations from the community on how to effectively manage and optimize performance when working with multiple bases in Airtable.Thank you in advance for your help and advice.George

Is it possible to create a base in a workspace but only allow certain members of the workspace to view it?Same concept, but within a base...how can I create a public base but lock one of the tabs to be visible to only a few members of my workspace?

I have two Airtable Bases shared with me.  I would like to remove one of those shared bases so that I do not see that base when I log into my account.  Am I able to do that or can that only be done by the owner unsharing it?thanks

Hello,I am trying to set up a document revision tracker in Airtable and I am wondering the best way to go about it. The data I need to include in my tracker are Document Number, Document Name, Revision, and Date of Revision.Currently, I am working with one document table which has the fields for Document Name, Number, and then I have columns for Rev1, Date1, Rev2, Date2, Rev3, Date3, etc. Each time a document in the row is changed, I've been updating the next available Rev and Date. However, I know there must be a more innovative way to achieve this in Airtable.I also want to view this data in Bubble.io in some form and be able to view all past revisions.Can anyone help me with this?Attached is a crude google sheets version of how I used to track revision. This is the basis of what I'm afterThank you in advance for your help.

Hello, this morning my field for attachment stop working, I can select a file to upload, but when I upload nothing happen.So my work around is create a new Attachment field and copy the content of the first in the new one.But I have a side effect, indeed the plus sign is normaly left:But in copied field the plus sign is on right side:it's a bit disturbingCan someone helpThanks

I am trying to insert attachments/images but they are not displayed?

https://support.airtable.com/docs/linking-records-in-airtableI'd like to hire a consultant for some not too advanced work.  I see i am duplicating like crazy and wont stop long enought to figure out how to create a central record to access from other tables in a base.First question seems very simple but....I started a base that was simply a list of accounts with qualities.  Great.  I could sort it and view etcNow I am adding tables as I am doing stuff in the base - and reentering each time the qualities from the original base, and - adding new qualities.For now, I just want to have a central location from where I can reference the account qualities in different tables without manually duplicating.  This seems to be creating linked records and then looking them up.  I won't go into my frustrations with this process, but you might have already heard it all beforeAfter that, I will have more questions, for which I will be happy to have a consultant on retainer.I d

Hi all, really hoping you can help. I'm wondering if there's a way of visualising a desk layout - something where a location on a visualisation gets populated depending on what person we say is allocated to that location reference. Basically I'm trying to space plan a new office and it would be great if the desk layout was updating as we moved people around rather than having to manually update from a different system where we can visualise the layout. Thanks!

I made a base to better track and manage nonprofit donations. I have 2 tables set up: 2022 and 2023, with a third table I want to use as a summary table. Each table has a donor name, gift date, and gift amount, among other irrelevant information, as well as views broken down by quarter.What I am looking to do, is have that third table list the total gift amounts and the total by quarter as I have it in my views. I've been trying to look up formulas but nothing seems to work.I tried linking but all that does is create 2,000 new rows in my summary table, which I don't want. I just want to take the total it presents me, and plug it in here so I can summarize the data, and compare to last year's data. If there isn't a way to do this in AirTable, is there something I can do to push that data automatically to a google sheet where it can calculate and update as new information is added? 

Hi everyone,Is there anywhere a document with conventions for naming,sorting, documenting Views/Tables/Fields/Automations in a complex Airtable project ?There are conventions in code. I haven't seen anything for nocode/Airtable yet.

I currently have an inventory base (A) that I synced to another base (B) in the same workspace. When I tried to sync the same base (A) to another base (C), I get this error message: Non-200 Response Received: 413 error. I am not sure why I am getting that, since the first sync worked fine. Could anyone help me figure out what that error means? I do have to sync the original inventory base (A) to multiple separate bases. I hope this makes sense! Thank you so much!!

I have a base with various different tables containing lists of things, people and places for a large-scale festival production. The various tables are linked in numerous ways, which works beautifully. However, I would also like to use the base for project and timeline management and I cannot seem to find a way of doing this directly. I have created a "timeline" table with a list of events with a date range. At the moment I am syncing all relevant tables I want to link to several tables in a dedicated "sync base", from which I'm syncing back to a new "sync table" in the main base, essentially summarising the various tables into one. In my timeline/events table I then link to this sync table.This works but means I lose the main advantage of linking between records in that the events allocated to each thing/person/place do not show up within that record.Is there a better way of doing this? What am I missing? The ability to sync from multiple tables within the same base would really help

I changed a text field to a single select field.This field has many options (maybe 100+), but I wanted to ensure that similar entries are same spelling and that when creating filters in views we can select multiple options (using "is any of") instead of making several different filter conditions (using "contains").After making the update, the primary table that holds this field allows for the filter to work properly, as attached. However on the secondary tables that hold the lookup field, I'm not seeing the filter options change. Creating a new view/filter presents as if it were still a text field, with no options for "is any" or "is none of".  

Hi! I Created a Base of all the content and contributors for 1 publication. On my Digital Stories Table, I have a field for Writers and a field for Photographers. Each of these fields is a multiple lookup field, populated with tons of names. My question is: Can I use this field to create a new table of just Writers and a new table for just Photographers so that I can use the names to then add emails + contact info, and then once that is complete, turn these fields on my Digital Stories Table into lookup fields? 

I am an artist that works with ceramics and have many repetitive tasks (each with several subtasks) that can take as little as 3 hours to complete and as long as 6 hours to dry... all dependent on the prior Task being completed on time. I created my first Gantt View. I entered both Start and End date fields with correct times for each of my tasks and I included dependencies.When I view it as a Gantt chart it claims that the records are overlapping in time (they aren't). If I try to fix dependencies it pushes every single task to take a full day which makes the project 4x longer than it should be. My only logical conclusion is that the Gantt View is somehow completely ignoring the time data from the Date field and rounding to the nearest whole Day.Surely there must be some setting I'm missing here. Any suggestions? I've been using the free version for some time and was considering upgrading to the pro for the Gantt Views. It would be hard to believe it would even be considered a Pr

Prefacing this by saying I'm still a novice with Airtable.My base has tables for Tasks. The Task table has both a Grid and Gantt view. On the Gantt view I set Miletones, and then on the Grid view I linked each task with it's corresponding Milestone.I would like to provide a view that shows the percentage of completed tasks associated with a Milestone. The idea being that you would be able to see the progress towards the Milestone.I'm not sure how to do it, and I'm wondering if I built the base incorrectly. 

I have a table with possibly thousands of time entries from various personnel. Those records will be linked to hundreds of tasks.I have a Pro plan. My questions are:What is the limit on the number of records in a table or in a base? (How long can I expect to use a system like this for time tracking)What is the limit on the number of records that can be linked from one table to a record in a one-to-many relationship (e.g., thousands of time entry records over the course of years linked to a single task or project record in another table)I'd hate to go through and create a system, just to find out later that I can't link time entry records to a project that goes on for a year, or that I've done "too much of this" over the course of several project records cumulatively within one table. (if that makes sense)Thanks.

Happy New Year, Airtable Community!Each year I document my Airtable environment. Does anyone know if there is an easy way to obtain a list of synced tables (with source and destination) that would save me the effort of going into each base to look for this information?Thanks in advance!

Hello! I run a weekly publication and we have a number of freelancers who get paid different amounts for stories and columns. I have an Airtable table with their names and rates.So in my payments table, I have a Single Select field which chooses the type of writing. Then I have a SWITCH formula that uses the name and type of story to access the right rate. Works perfectly.Until I give someone a raise. When that happens, all of the rates in the old issues from previous weeks get updated, too.I'm trying to figure out how to either "freeze" the numbers in old weeks ... or something. Anyone help?

Hi!I am new to airtable (love it!) and figuring it how to use it for project management.I'm stuck right now and trying to figure out one issue and am looking for advice.I have a "check list" of 25+ items that need to be completed for each build we are working on. How would I build the table to show the same items for build A, B, C, etc... so we can keep track of what is in the pipeline?Thanks!Matt

My base has two [relevant] tables - “Events”, and “Employees”. Each Event has a date/s, and a Linked Record field to choose one or more Employees to assign to an Event [and a bunch of other non-relevant data to do with the event].Each employee in the Employee's list can have only one of 5 possible statuses when linked to the Event:0 - No Response (Employee hasn’t yet responded)1 - Confirmed (they are assigned to the Event)2 - Available3 - Tentative4 - UnavailableSo my problem is how best to store this data in Airtable. Currently I have it organised so that there are 4 separate columns in the Airtable Base - labelled “Employees Confirmed”, “Employees Available”, “Employees Tentative”, “Employees Unavailable”. This necessitates me adding the employee’s name to the appropriate column and removing it from all of the others. This feels a bit finicky and not scalable (namely, via an external app which I am building), and I just feel like there would be a better way of storing each Employee’s