Base Design

Hello everyone 🙂I own a frame printing and painting renovation shop. I would like to use Airtable to track my shop services.I have created a form when each customer arrives that identifies them if they are on our list of known customers and if not, that allows them to be registered without having to create a second form. The rest of the form goes normally to create their renovation ticket.The problem I am having is the following:At the beginning I wanted to have a single database (tickets and customers in a single view).When I add a field to search for a customer in the database I created a field that looks up in the database and mentions the specific field to lookup (Customer ID). The problem is that this field only allows me to search in the first column of the database (the ticket ID).I am asking for your help. Is it possible to have everything on one form ? Or do I have to separate the customer creation form and the ticket creation

Hi AT communityI once again appeal to you for assistance, please.We are a performing arts company who provide entertainment for events. An event can book one or more performances which can be of the same type or different types. These types are important as the booking contract sent to the client (generated in AT + CraftMyPDF) includes technical requirements specific to the performance type.In the case where there are multiple types of performances in the same event, there is a cascading order in which technical details should be selected.Now, in our base we have all our performance offerings listed, along with their type (offerings table). These are pulled through to a booking record (in the bookings table), where 1 booking can have 1 or more performances. Booking Contracts is another table which takes exactly the information needed to generate the PDF.The piece of the puzzle I am attempting to solve is populating the Booking Contracts

Hi,We have three main tables.  Client table records have one or many Interaction Table records, which have one or many Outcome records.To make the process smooth for collaborators and to reduce errors, I have a button on the Client record which launches an 'Enter NEW Interaction' form, with the Clients Name (i.e. its record id) pre-filled. Foe exammpleI frequently duplicate the live base to make test/training copies, every time I have to go into the url and manually alter the Enter NEW Interaction form's URL.  (And I have several other buttons performing a similarDoes anyone know a way round this? I would really like to use the forms name, rather than actual record Id.Margaret  

I asked this question in the past, but didn't get much of a response. I'm asking again in case anyone has new ideas. In this table I have a list of plant names (taxa) plus other information about the plant's habitat, etc. Plant names frequently change, and the old name is considered a synonym, while the current name is the "accepted" name. Accepted names can have multiple synonyms because the names have changed several times. I want to show only accepted names in the main Taxa Table view. If a name changes, the currently listed name will become a synonym. I want to be able to automatically separate synonyms into a different view or table once I have designated them as synony

I love using Single & Multiple Select Fields when designing my bases. This option helps keep the data consistent and saves some data entry time. My list of possible options tends to be long in these fields and I am struggling to edit them in the space provided in the pop-up window.I am particular about the way I sort them. Sometime alphabetically doesn't do the trick and I need to manual drag and drop them in order. However, I am finding this very hard to do bc the window size of the Single & Multiple Field Editor is so small... I can basically only see 2-3 lines at a time. Also, sometimes I want to see the whole list at one time so I can make evaluations on the content within each list and what needs to be edited or removed.Is there a way to open the Single & Multiple Field data in another larger window so I can edit these fields there?Or the ability to drag a corner of the window to make the Editor window bigger?Thank you in advance for any s

Is it possible to invite specific users/email addresses to specific grid views within a Base? I can only find a way to share a PW protected link or share with users of a specific email domain, but not a way to invite users to a SPECIFIC view within a base. Is that possible and I just can't find it?

Hi!I have a table with freelancers, I have another with expenses associated (payment info & dates that went to each freelancer). What I am trying to do is pull all expenses linked to each freelancer by month. So I have columns labeled with the months on my freelancer's base. I just can't figure out the roll-up formula to limit the column to only count expenses (weeks paid) per month/date range. Thank you!

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]

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 th

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

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