Base Design

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? 

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 h

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 m

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 w

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?