Base Design

Hi! We are a small visual artist company. We work on several projects at a time, repeating tasks on different projects, like on animation video production. We don´t know wether we need to create one base with all our projects, with a table for projects, one for clients and one for tasks. Or to create one base for each project, syncronizing the task tables from a generic base. We need to somehow have a general overview in one view from all the tasks due to each project. I hope that you understand what I mean, and that you will be able to help me! thanks!

I would love to have some additional filter options for filtering the base and grouping the views. Google Tables lets you filter by Week, which is a great feature. I can't find a way to do this in Airtable. I can only say within the next or previous 7 days. What if I want to see it by just this current week Monday-Sunday? Especially in the reporting. Below are the DataStudio and Google Tables quick select date filters. From what I can tell, I cannot do this with Airtable. One of my Bases is my estimating department. I just moved them over from Google Tables, and one thing that is greatly missed is the ability to group by week. Seems like it should be an easily accessible feature, and I hope I'm just missing something. It would also be nice in the reporting to be able to compare last month versus this month or last year versus this year. Cannot do that because the filters, from what I can tell, only show "within" as an option. Thank you fo

Hello! I am currently at a standstill. To make my long story short... I have a database that keeps track of vehicles and equipment. This included Maintenace records, mileage, locations, etc.  (Keep in mind I am not the only one who uses it) Because I have seniority with it, I am more familiar with it. However, I have come across a problem. In my database we have a tab names Mileage where we keep track of the monthly mileage for vehicles that we will be submitted to an outside program. I created a form to send out to employees that are responsible for vehicles (1 employee, 1 vehicle). This form automatically creates a record into the tab which I like but I do not want it to do that. or at least want it to do something else. I would want to do the following or get close to it:  list of vehicles showing the 49 vehicles that need mileage information. The mileage that gets submitted through the form updates the list (this w

Hello, I have multiple team members using our airtable system. We are all in the same database and I am looking to track productivity from the team based on records updated within a day. Is there anyway to pull a report or set something up so I can see who completed what per day, month, etc? Example. Sally and John both work for Company ABC. Sally completes 5 tasks in the system and John completes 2. Currently the only way I know to see this is by clicking in the record making it not feasible to be able to view the productivity. Thanks,

Hi all,I am building a base for capturing information about a large collection of school trophies. The "trophies" table includes a linked field, "people." In the "people" table, there is a "role" field. There may be cases where a person has multiple roles, e.g. "alternate" and "student." It seems like there should be a way to characterize the relationship from trophy to person by multiple roles. I don't have enough experience to know my options. Can someone help?https://airtable.com/shruKrwtvk0k9OEFvAlso, is there a way to limit a date field to year only?Thanks mucho!Sam

Hi there,I am hoping to get some advice on what to do in the following scenario:I have a base created from form entries. I want to add a column to this base to reflect a 'customer_id' that I have separately in an external csv. I cannot import this data to match it within Airtable as it has ~600k rows. I want to match the name and DOB given by the forms in the base in Airtable with the same values in my customer_id dataframe in order to import the customer_id as a new column in my Airtable base. Any tips on the most effective and efficient way to do this, within Airtable as much as possible, would be greatly appreciated! But if there are any integration suggestions, let me know! Thank you 🙂 I see that you can do something similar to what I am asking using the CSV import extension... however this has a 25k row limit which is problematic for my 600k customer dataframe.

Hi there,This might be a simple question, but I'm new to Airtable so decided to bring it to the experts.I'm building a CRM for team use. I have a masterview to the CRM and can see all people and associated companies. That said, I only want my team members to be able to see the companies/contacts I tag their name on. To do this, I've tagged each contact I want to be associated with a team member with that team member's name, and then created different views for each team member.For example, let's say I have a company; Colgate, and a team member I've assigned to Colgate on my sales team; John. I would just tag John in a field I've created "Assigned to", and then create a separate view and group all of the companies John is tagged on.Here's my question – how do I make the view private so ONLY John and I can see John's tagged companies? 

Hi there,I wonder whether the questions asked in a form have to be the column titles of the resulting data table? Many of the form questions are very long and tedious, and I would like the column names of the output table to be much simpler and easier to digest.Thanks!

I have a master Locations table which has a list of locations. Each location then has it's own table that has it's own set of unique records.I'd like to make a lookup field in the master Locations table that links to all the records in each location. I have made multiple lookup fields for each table, but I'd like to make it a single field with the linked records.Is this possible?

Good day all!Currently we schedule training that has been nicely integrated with GCal.  Recently, we decided to track rescheduled training for better communication and reporting.  I've added a "RESCHEDULED" check box to be marked when a training has been rescheduled.  My idea is to have another table, that "holds" all the rescheduling.  I'd like it to hold:Training Title (obviously) which it would get from the linked record to this table.Old training date and timeNew training date and timeNow how can my automation ensure it copies and pastes the Start Date and Time prior to changing that field to the new Start Date and Time without overwriting the old Start Date and Time?  I want to avoid the process from overwriting the data it's intended on tracking LOL.Ideas?

Hello there,I have a base where we are taking job hours and rolling up all the hours into monthly payroll. I attached screenshots of the sample base.Basically, I am trying to create an animation where if {Payroll Link} is empty, then copy and paste  {Payroll Link Calculation} into the linked field. If that record doesn't already exist in the Payroll table already, then create a new record, and just like before, update the {Payroll Link} link with {Payroll Link Calculation}.I've tried multiple versions of this automation and keep getting stuck. Please let me know if I need to provide more information on the base's structure. Thank you in advance for any help!

Hello,We are trying to create a base that allows us to track our workers' capacities (we called them Dimensions: skills, tools, languages, seniority level...), manage project requests and show matching workers for each request. For that, we have created a table for each dimension we want to track in workers (one table for skills, another for tools, another for languages, another for seniority level, etc.).Then, we have a table for workers, where we add every worker and select their dimensions in fields linked to the previous tables. Some dimensions have a 1-to-many relation with workers (for instance, a worker can only have one seniority level, but several workers can have the same seniority level). Other dimensions have a many-to-many relation with workers (for instance, a worker can be proficient with more than one tool, and several workers can be proficient with the same tool). And then, we have another table for requests. In this table, we h

Hi everyone,I am trying to insert in a single select field which has options "true" and "false" (without quotes) a data coming from an application through a webhook which is either "true" or "false" (also without quotes).Unfortunately, when trying to do so, I get an error 422 "Cannot parse value for field blabla".Is there an incompatibility between the values true and false and a single select field ?Shall I add quotes in the original data so it can be inserted into a single select field ?Thanks in advance for your help,Gilles

Hi all!I'm new to Airtable hoping it can help me to design an Investment Tracker including forecast reporting and graphs for the next X years.  If I have an investment which is saved in a table with eg. Start dateEnd dateAmountInterest (per month or year)Exit fee at end of durationInterest payment (month/qtr/yr/rollup)I want to get rid of the 'Excel way of working' where I have to create a large spreadsheet with 12 months a year and many fields to fill. What would be the best way or workaround to have reporting values per month/qtr/yr? Reporting in terms of return per... / Cash Flow per... / etc.Thanks!

Hello All,I have two tables, one have items and second have handling company. I make linked record so for items i linked handling company. Some time back I deleted linked record on the side of handling comany. I really miss this and now I need information about what handling company make what item.It is way how to repair it? I dont want make new linked record collum, because I have really lot of records now. Thank you

Hello all. I'm a total newbie so forgive me for my simple question.I'm building my TMS for my hotshot trucking business, when I created "expenses" field I can't figure out how to formulate or date or maybe some other way im not aware of, weekly, monthly, quarterly and yearly expenses so my end of quarter and YTD calculations are correct.Can someone please give me some guidance?Much appreciated!

I'm setting up a project management system. Many, not all, of the tasks will have an assignee who completes the task and an approver who checks and approves the work. Is it best to set the task up as 1) one task with one 'assignee' field and one 'approver' field; 2) one task with two assignees in the same field; 3) two tasks...one as for doing the task and one for checking/approving the task. Maybe there are other options I've not considered. Thanks for your advice!

Context: I have two tables, Shots and Videos (with links between). It's possible one shot may be used in more than one video. I will export shots through a CSV into an InDesign template using data merge (Page Builder won't work for other reasons).Problem: I'm trying to specify a chronological order for the shots to appear.Ideas that won't work/aren't ideal:I could just drag them around into the right order, but since one shot may go into multiple videos, the order may vary by video.I could rearrange order of linked shots from Video table side, but that won't work the the CSV export to InDesign.I could do a single select list of numbers, but that won't work since each shot may have a different number for each video it's in.Any other ideas? 

Hi,I've built a team utilisation and created a timeline that allows me to see how I have committed my resources across different projects. As part of this utilisation, I have a table where I can log days off for each team member. Currently, I enter the dates one by one using the date field.I want to do this differently so I don't have to enter the days off one by one using the date field, because I sometimes need to include consecutive days off, and wonder if there is a way to have those days appear as a date range instead.I have a google calendar that shows each team members days off, and sometimes the time off can be a week. I want to pull these days off into Airtable and have them display as a date range. Is this possible?

Hi, I am creating a stock control system for my private clinic. I have a table/form set up already with automation, so I enter the medication in stock with lot/batch number and expiry date. I'd like to create a form that links to this main view, I enter the medication used that matches to the same lot/batch number, I then enter how much of the medication was used and it deducts from the qty in stock. The problem I'm having, when creating the form, I am able to view the medication but the view doesn't show the lot/batch number.  Is there a way I can set this up? To clarify, the same name of medication can have different lot/batch numbers which is why it's important to accurately select the right one. Thanks in advance. 

Hello!  Long story short -  I'm in the Airtable 2-way sync beta -  I have many smaller bases which is synced to a main base, which is completely synced content.  This does not work with the 2 way sync (must be the other way around - one source of truth going to smaller bases) and furthermore the 2 way sync does not work on a synced base.  Someone at Airtable suggested I "duplicate" my synced base in order to "recreate" my smaller bases so that my 2 way sync will work. Does anyone know how to copy my synced base so that it becomes unsynced content?  That way I can get my 2 way sync to work TLDR : my synced base needs to be copied over as an "unsynced" base so that i can get the 2 way sync to work 

Complete newbie here so go easy. Table_A contains 2 fields: 'Name' and 'Status' (Active or Expired)How can I automatically pull all 'Names' with only status 'Active' into a field in Table_B?I want it so that any changes made to the 'Status' in Table_A are auto synced and refreshed in Table_B.Thank You

Hello,our company has been playing around with airtable for our project management and tasks management. Our company runs marketing and branding for multiple brands. So we have created 1 base for each of the brands. In each base, we have multiple marketing campaigns for each specific brand. We wish to view all the tasks assigned from multiple bases for each of the members in the workspace. How may I go about structuring our bases and fields to be able to achieve this?  Thank you in advance. 

New'ish to Airtable and feel like I'm running into a super'noob question and just missing something. The point of my base is to share resources across a team, though not every resource to every user.In my base I have a Resources table, and a Users table. Users (using a form) can share resources with SPECIFIC users and tag the resource with a number of filterable fields (like Project, Topic, etc).I'm then using a no-code platform to display the resources shared to that specific user, and letting them filter their resources by the tagged Project, Topic, etc. To do this, I need to pull, for example, all of the Project names (multi-selects) from all of the resources shared with that user only to a single aggregating field on the User table, named for example "Projects" (which of course are all located in a single column). So in their record, they have their username, a field with all of their projects, and a field with all of the Topics they are

Hi there,I work in the film industry and am trying to create a base to help me track my work.I make graphics for sets.  A graphics might be something that hangs on the wall in a set, so it would be in every scene that's shot on that set.  Or it might be a prop like a newspaper, that only appears in ONE scene on that set.  I'm trying to build a schema that allows for both.  If a graphic is in every scene, I would like to have to enter it just once for the set, and have it somehow linked automatically to every scene that is on that set.  If a graphic in only in one scene, I'd like to have it listed in only that scene.I've set up a demo base with linked tables forGraphicSceneSetRight now, the way it set up, the only way that I can set a graphic for all scenes on a set is to manually enter it for each scene.  I'm trying to figure out a way to automate this or to have a different schema that accomplishes it. &