Base Design

I'm designing my new base and I want to create unique Task ID's that are prefixed with a letter/number combo that links to the site the task is for so DE2 and HGE. The Task ID will auto-create every time I create a new recordFor example: Create New Record > Task ID is generated (DE2_000001)Can anyone help out? When I done this at a previous company it seems that there was a Field called Site Code that looked up to somewhere then the ID was generated u sing a formula

Hi All,I have three tables in my base:1) customers 2) venues 3) staff and I want to autogenerate a schedule which matches the customer criteria to the right venue and the right member of staff. Does anyone have any ideas of what I can try to produce this? Bit of a noob when it comes to airtable but some experience of databases and a fundamental understanding of tables and forms etc. 

Hi All, We're in the medical field and we are currently setting up airtable to handle our inventories for multiple locations. We have set up our product lists, as well as the inventories for each location and we're currently in the process of utilizing the purchase order option.We can add from each manufacturer, and item, but we're currently stuck on being able to add a quantity for each item-for example, let's say we need a quantity of 100 for one item, and 500 for another, at this time we can only add a quantity for one item. I've added a screenshot to explain what I'm talking about.  Much appreciated!  

Hello, I'm working on a new database and one of my tables includes various types of barcoding equipment.  Each record should have its own unique Serial Number, so I made Serial Number my Primary Field for that table.  I thought that, by default, the Primary Field always required unique values but I've just tried entering a duplicate S/N and it allowed the entry. How can I make sure my Primary Field doesn't allow for the same value to be entered more than once?

Whenever I change the order of fields in one view, I then have to change the sane view in other views one at a time.  (I know I don't have to, but I want to!). Is there a way to change the order of all fields in all views automatically?tia

I'd like to create a new table by importing from an excel worksheet. There will be 30+ fields and i want the single select options to be True and False.When i've tried to add the single select options manually as answers and then convert the field to be single select, it reverses the order. on my survey, i do not want the answers to be False and True, but True and False. Is there a way to do this without going through and manually changing every single field to single select and re-ordering the options for each one? thanks!

Dear Helpful People, I have one base ("Base A") set up to sync to a second base ("Base B") and it was working fine until about 20 hours ago. Base A has a multiselect field that isn't syncing properly to Base B. In Base A, the multiselect field is 100% filled, but Base B the field is only 44.44% filled. In Base A there are 9 options to choose from and it seems like Base B isn't displaying the data for the cells that only have one option selected...I'm truly at a loss for why this is happening and I'd greatly appreciate any insight. Thanks!Erica 

Hi,Can I import a spreadsheet (via Google Sheets or Excel) that includes "Link to Another Record" fields? When I try using the importer, it says the field type is not supported, but it's an important workflow step for how I'm using Airtable. Thanks!

I first started by using the org chart base template offered by Airtable to add my employee roster details and it spit out a beautiful org chart (parent relationship being manager to subordinate) - no complaints there.However, I now want to take this to the next level.I create a new tab on this base, where I listed events. On this tab, I linked employee names to specific events.I now want a separate org chart extension to populate with specifically the events they are assigned to. Parent relationship being Employee to Show Name.When I tried this myself, nothing populated. What am I doing wrong?Is anyone able to hop on a zoom with me and help me out?

I am building a CRM to track touches with individual contacts. While I have figured out how to set up a reminder to reach out to contact a certain amount of time after their most recent meeting, I am trying to figure out the best way to track/record all past meetings for that contact. I have it all on a spreadsheet right now to import but am struggling to figure out the best way to set up that data. Any suggestions?Thanks! Ariel

I have a table I need to search through and pull records from.That table has a column that is linked to another table.  I have that link ID.  It's set to a single link (not multiple items).Here's the item from a list that I have retrieved.  I have the Travelers.id:{  "id":"recj6XBlCeO4Dk19z",  "createdTime":"2023-03-15T02:04:52.000Z",  "fields":{    "stepName":"Start",    "stepNum":1,    "ID":"StandardBuild_1",    "Travelers.id":["recswe1cU6X4b4XVY"],    "travelers.PN":["FRM-0000REV01"],    "Travelers.name":["StandardBuild"]  }}So I want to filter the result by the Travelers.id, but I cannot figure out how to format it.I tried to create a new column that used ARRAYJOIN to format that ID array into a string... but that actually formats the Traveler.name and not the item ID.Any ideas?   

I have a CAMPAIGN tab where each record is a Campaign. For Example: May, June, July. Each record has a Channel field. that i populate from a linked tab called Channel Type)For example one record is: May marketing campaign and the channel field then lists three channels:  Direct Mail, Email and Social Post.I need PROJECTS tab that separates the Campaign and Channels into one record eachfor example; May Direct Mail,May Email,May Social PostI also have a Channel Type Template table that lists all the tasks involved with each channel type. I've seen a video on how to automatically generate the list of all tasks to populate based on the links using the Scripting Extension but in order for it to work you have to start with the list of individual PROJECTS, because the scriping app only allows a 1-1 linking... however, I prefer to build out the work in the CAMPAIGN table so i'm looking to see if i can create a reverse Link or Look up where i can break out the three channels

I created a new base in preparation for moving some spreadsheet data. Column 'A' of the sheet is dates.I'm thinking I can set the primary field as a 'date' field and include 'time' in order to make each record unique. After import (copy & paste) I can change the default time (12:00am) to 12:01am, 12:02am, etc. if there are multiple spreadsheet rows (records) with the same date.QUESTION: Is there a potential issue with having a dates in the Primary Field?

Is there a way to wrap the text in these blocks in Timeline view, so that i can actually read these tasks when they fall on a single day, without having to widen them and end up with even more endless side scrolling?I tried switching that field from single line to long in the Grid view, but that didn't accomplish anything. 

Sorry if I cannot formulate clear, what I want, I am not native English speaker. I will try my best. 🙂We register people in our free shop (we give free clothes for refugees) - with name and ID. Some people using different documents on different days.We have a "registration" table with date, name and ID number (and many other things what is not important here). we have a "visitor" table with people, and "ID" table with the registered ID numbers. for every visitor there are some ID-s linked. I made a simplified version of this, to show what I want 🙂 https://airtable.com/shroibsb4V4JAcBXL If I fill in the registration table by name "Claudia" I would like to see by ID Claudia-ID-1 and Claudia-ID-2 to click on (or fill out a new one, if she comes with an other document)Question: how is it possible by the registration, if we fill out the ID number, and someone was already in the system, we can choose from their linked ID numbers. now we have to fill out the ID numbe

Hello AT Community, I'm a "newbie" and have really appreciated all the ideas and suggestions I have found here. I have been trying to do something that I think should be pretty straightforward because I know how to do it in Google Spreadsheets easily, but I can't figure out what the best way to do it in AT is. I've searched the web trying to find an answer... and still haven't found what I'm looking for so I'm hoping a friendly person could get me on the right track. I have an Accounting Base that has 3 main TablesIncomeExpensesCombined Transactions (A table that is a limited # of Fields from Both the Income & Expenses Tables) I know I "could" have the income & expenses in the same table and just create a custom view, but I prefer having the income & expenses in two separate tables. However, I'm having trouble figuring out the best way to create the Combined Transactions Table. I know I could link the tables - and I like this option bc it syncs the 2 tab

Is there a way to hide options for a field? We no longer want users to be able to select these options but still keep the past records intact. For example an the field Responsible Party has as an option Vendor. Our company is not longer using vendors and we do not want users to see Vendor as an option. If we delete Vendor as an option from the field Responsible Party, Airtable removes vendor from all the records. We then loose that history. Is there a solution to this issue beside creating a new copy of the base.

Hello 🙂 Here's a Loom of our vision / needhttps://www.loom.com/share/9aab3ac7462e4340bf67314b63289bd3 If this is a project you'd be interested in, please email go@beyondthepeak.co with the Subject line: I'd like to make your Epic AirTable KPI Dashboard! Thank you!

My company has thousands of different contacts that we want to make a communication log for. The idea is two linked tables, an address book and a communication log. The issue is I don’t know a smooth and quick method to add new communications to the log without running into instance where duplicate contacts are created in Address Book.  how should I build it where employees are first tasked to see if the caller or email person is already in our system, and then, if not, create a new contact. BUT, if they somehow bypass that, delete or merge and duplicate contacts as needed in automation.  

My filer is not working as expected.  I am filtering on formula field.The goal is to hide paid charges and only show unpaid charges.  My filter is filtering on NOT = $0.00.  Showing pictures of file, results and the formula for the field.

I created a base on my own account and then my boss asked to move it to his owns because he has a pro account. How can I do this? We wanna put that one I did into a specific base that he already shared with me.I tryed the sync funcion but doesn't work for us because I cannot create nothing new from there.Thank you.

Is there a way I can reorder the view order via Script instead of the manual Drag and Drop?

Hello, first of all I do have a dev background, so I’m open to implement something my self. Anyway, I wanted to create a product roadmap with airtable and let my stakeholder vote/like on it. There are two open points with this: have a button so that you can click vote allow non collaborators to click this button (this is not done to avoid paying for the appropriate plan, it’s just because my stakeholders are not part of the team so it would not make sense to involve them as collaborator) I know I can use airtable API but that means creating a complete adhoc solution, my initial idea would be to just share the link to an Airtable that you cannot edit. You can only click on the button if you like it. Thanks, E

I've tried searching this, but can only find where people link two tables, then manually add the relationships for each record.This is my situation.  I have two tables.  One is a list of addresses (123 main st, 234 main, 345 main, etc) and also has owner name (multiple addresses can have the same owner), the other table is owners and info like phone.  I wanted to just link the two tables by owner, so in the owner table, if I click the owner name, it will show all the properties they have.  When watching videos, it seems I have to do this manually by adding each building to the respective owner.  Is there a way that I just link the table and it happens by itself?  I have thousands of records so I can't do it one by one.

I run multiple different projects, each with different team members, so I set-up separate workspaces for each project and gave the respective team members access. Each workspace has a base called “action items” to help me keep track of the many tasks assigned to the various team members, including myself. This structure spreads my personal action items out over multiple projects/work spaces, however I’d like to be able to view all of my action items from all projects in one place. Is that possible? Please advice. Thanks in advance!