Base Design

I have a base where I have a table that is a list of product names. I have another table in the base which is a synced source of data from emails, where I have the same product names and a few other fields coming in. Basically, the goal of the exercise is to somehow indicate to the person creating a new record that the name they just created already exists in the synced table. Ideally, this would be a signal in another field on the table, such as a flag (already exists). In which direction do I need to do a linked record field? I can’t use the product name as the linked record because they may actually be creating a brand new one that doesn’t exist in the synced table, and that’s fine. How do I pull in other fields from another synced table if the record name matches the other table? I can’t figure out how to arrange my fields. Target table: Product Name Synced Table (the one I want to pull stuff from): Product Name Product Id This feels

I am new to Airtable and having a hard time finding solutions in other threads, so thank you in advance for any help you can provide! I have two tables: one is “Courses” and one is “Workshop Planning.” I have an automation that creates a new record in Workshop Planning every time a record is added to Courses. I fill the Workshop Planning records with tasks to be completed for each course. The Workshop Planning table is grouped by Course name in order to keep all relevant tasks together. What I would like to do is show the percent of tasks completed in the Workshop Planning table, in the Courses table. So each Course record would have a “% Completed” column that would automatically calculate as tasks are marked Complete in the Workshop Planning record. Is there a way to do this? It would be very helpful for managing our team workflow. Thanks!

Hi This one is driving me nuts. Am sure I am missing something simple. 3 x tables - Objects Crates Trucks Every object has a crate - so that is easy. Some crates contain several objects Crates are loaded onto the truck and I have a view which shows crates that are still to be loaded (If the Truck # field is empty it is not loaded) BUT!!! Some crates, which contain an object, are quite small and get packed in a bigger crate. So on my crates table, I have another linked record field, which links to itself so I can show when a small crate is packed into my big crate. So my “Loaded” view only shows the big crates that are on the truck. The smaller crates packed inside a bigger crate don’t show as being unloaded. Am sure as soon as I post this I will figure it out - but I have spent a good couple of hours so need someone cleverer than me to help! Read only link to a temp base to demons

Hi! We are a construction company and I need to create a form for what we call ‘Service Ticket’, i.e. the form should include data like job number, job name, email and phone info etc. - all of which is included in a table we named “Jobs”. The purpose of this form is to print it out once filled and hand it to the employee who will do the service work. In AirTable I have only found the form view which creates the form but the form has to be submitted (?) and it cannot be printed? Is there another way in AirTable to create a simple form that can use the data already in AirTable and be printed out? Thank you!

Is there a way to auto-number. it’s like I need GVE001 to VGE250. is there an easy way to do that?

I am not an Airtable expert, so I will explain what I am trying to do, and it may make sense to someone who can help. I am creating a base to track employee training. Monthly, I assign a program to each Employee under a field called “TO DO.” The Employee certifies they completed the program via a form that flows into my table called “Tasks” So, for each Employee, I have a “To Do” field and then a “Completed Certification” field. The form they complete cannot have any prefilled employee information in it but can have a prefilled topic (program) included. In the base, I have three tables. “Tasks” are the certifications employees complete via a form or HR entry. “Programs” are the trainings to assign. And “Employees” are the 400+ employees who need the training. Each Employee has a view (shared URL) in the “Employee” table that shows them what programs they completed and what programs are “To Do.” I have the Employees table linked to the Tasks table. And the task table

I have three tables in one base. In each table, there is a Name field and a checkbox field named “Flag”. How do I create one “grid” (or interface or anything else) that lists only the record names from all three tables that have the Flag checkbox checked?

In my training base, my tables are “Tasks,” where I assign their program. The linked field, “Elink” looks at the table “Employees.” The primary field in the employee’s table is the four-digit code. I have their full name listed in a separate field. How can I see the employee’s code & name in the Elink field when I look it up in the “Tasks” table? Wendy

Trying to build a base of questions that we can use to build different questionnaires and then the ability to build a library of linked answers i think i have the schma in mind but the form dont not seem to support what i was thinking of…

Hi everyone, I have a table design query in 2 parts. Firstly, I’d like to know your opinions about creating a ‘people’ table in a base - is it best if it is one table or many? For example, I have people that are: ‘students’ taking classes, ‘payees’ that might pay for those students’ classes (some students pay for their own). ‘company contacts’ who normally don’t take classes or pay (but work for companies that do pay) If I create 3 separate tables, all these 3 groups of people will require similar fields in each of those tables and a payee could also be a student themselves… also a company contact might also be a student so I think that one table would probably be better with each person marked with a different (or multiple) ‘person type category’ (in the case of students who are also payees for example). Is there any reason/advantage to keeping these different types of people in different tables? The second part is

I’ve been using airtable for about 6 months for my company. I see the power of it and am excited about getting more of my team on it so that it can truly become our operating system. I’d love to find someone who I could meet with periodically, show what I’m trying to accomplish, and then get recommendations on the best way to structure bases and get the most out of airtable. Does anyone have experience using a “coach” or would anyone in the Airtable universe be interested in acting as a coach?

When I group a table based on a single select field, it seems to position the “blank” group, i.e. the group of records with nothing selected for this field, at the top. How can I change this so that this group is instead positioned at the bottom, i.e. after the groups of records with something selected for this field?

I have a table of parts, where the key is their serial numbers. The first 8 digits of the serial are their lot number. So 1234567800001 and 1234567800002 are from the same lot. I have a formula field “LOT” that reads the left 8 digits to list that lot, and I am able to sort and bin by that in the table view. But now I am designing an interface and I want to use the lot to select those parts. I can do this with a filter, but that requires typing it in. I want a drop down where the lots are the selections. What is the best way to do this?

Hi is it possible to tell airtable to look at two fields and look it up/match the fields on a different table and return the corresponding value? For example: Looking at the first image, L5 field (Media Engineering) and the size field (s) lookup the value for “s” in another table, second image, AND for Media Engineering and return the corresponding value? In this case it should return 20%. Any suggestions welcome! Thank you!

Greetings! I’d created a formula: CONCATENATE({Month #},“-”,Month) so that grouping in my table(s) would do so since obviously April would be first in the order, etc. However, when I have it sorted in the chart, as you see, the order is, well, not what I’d expect. Any suggestions?

How do I revise this formula so that it gives me both the week # and the range of days in that week? DATETIME_FORMAT({Date to work on it},‘ww’) Also, is there a week to do a week number that doesn’t start over at the beginning of the year? All I really want to do is be able to create either a chart or a pivot table that gives me the sum of an integer weekly over about eight weeks. Thanks!

I have a base that has a table for tags, a table with a list of clients, and a table with images in the images table I have images, a lookup field for the tags from the tags table, and then a lookup field for client client A’s red tagged images are image 1 and image 4 client B’s red tagged images are images 2 and 3 in the client tag sets base, I specify which tags belong to each client (tags can overlap) client A: red, green client B: yellow, orange, red both client A and B have images tagged ‘red’ in the tags table, it shows each of the tags, the images containing each tag and the client tag sets I’m hav

I’m currently trying to create a database of insurance companies and the benefits they offer. Each benefit can be offered by several vendors, but I want to be able to have the linked “Benefits” record for a specific vendor expand to show the details specific to that Vendor. Initially, I had a column called Benefits that was a multi-select, and I selected the relevant benefits for each insurance company. When I realized I can create columns that reference other columns, I converted my multi-select column to a linked record column, and had it reference a list of benefits that I created in another table. However what I didn’t account for is that while the Benefits buttons are now clickable for each insurance company, they will all reference the same singular record. Ex: Insurance Company A, B and C all have deductibles, so each will have the “Deductibles” option under the Benefits column in their row. However Company A has a $500 deductible, Company B has a $1000 deductible and

Hey! I manage a large, complex content planning/recording Airtable base. We have a table of content campaigns that are linked to specific deliverables records that live in their own table. Each deliverable has a unique publishing date, which means that a single campaign might have multiple publishing dates, or a campaign may not have an associated deliverable published for a long interval, but would need to be resurfaced when a new deliverable is added. Is there a way to create a calendar view that would display the content campaigns based on the dates in the linked deliverables (with the caveat that if there were multiple deliverables on the same day, the campaign would only appear once)? As an example we might have: Content Campaign A [Table 1] Twitter Deliverable (Scheduled for 11/23/22) [Table 2] Instagram Deliverable (Scheduled for 12/15/22) [Table 2] Site Deliverable (Scheduled for 03/02/23) [Table 2] I would wa

Hello, I am looking for a free form software that will integrate with Airtable that I can put on my website. Many of the form softwares that I found either cost money or have branding on them. Does anyone know of a software that is free without branding? Thanks!

I am building an archive of the activities of my amateur theatre company. The main table is productions - for each production I have a number of fields that relate to people - Author(s)/Director(s)/Cast/Crew. These are linked to tables so that I can see all directors and what they have directed, all authors and what they have written etc. Now, in this group, someone might write one production, direct a different one, act in another and be backstage crew in another. I would love to be able to have a People table where it shows that Joe Bloggs as an actor in XXX, crew in YYY - so you get an overview of everything Joe has done across all productions. At the moment Joe is listed once in Actors and once in Crew. Any suggestions as to how I do that? The Base is here: Airtable - Brussels Amdram Theatre Archive

I’ve tried to demonstrate what I’m looking for in this video: Loom | Free Screen & Video Recording Software | Loom

Hi Airtablers! I’m new to airtable and trying to figure out if it will be a suitable tool and I could really use some input from people who know more than I do… I’m trying to build a stakeholder register that has a RACI breakout for each stakeholder BUT it gets a bit complicated because: Each stakeholder may be a part of multiple projects Each stakeholder may have different RACI assignments for each project Each project can have different stakeholders I also want to use an exported .csv to include details about each stakeholder for easy reference, and use a lookup so that I only have to enter the stakeholders name and their details autopopulate (this part I do have working). In terms of reporting, I need to be able to see at a glance: Which stakeholders are involved in each project, and their RACI assignments for that project All projects that each stakeholder is involved in (since many are inv

I have an Admin Base that has all of our user data. We have three different types of user data stored in our Admin Base. I love the Sales CRM Base Template from Airtable and am trying to figure out how to sync the data from my Admin Base into my Sales CRM Base Template. Does anyone have suggestions or ideas on how to do this? All of the fields in the Sales CRM Template are hard coded, so they have to be input directly. I’ve started creating synced tables and mimicking the formatting of the template, but now I’m just recreating the template with my synced data tables. This feels inefficient and like poor design on my part (or worst case scenario, a limited template capability). I thought about downloading my Airtable data into Excel, reformatting it to fit the Sales CRM Base, and then reupload it there, but that sounds awful and it wouldn’t sync in the future. I could create automations to sync the data from them on, but the number of automations necessary would be terr

Hi! Thanks for your help. I’m creating a database with multiple select and single select columns. I want the “answers” / “tags” (aka what people can select) to be generated when my team fills in a form for this database. As an example, I want the form users to be able to enter 5 keywords for a particular person’s interest, and have these keywords automatically become the options for new form users to select from in addition to new form users being able to enter new keywords (adding to the growing list). Or, I want them to be able to enter an organization’s name on the form (free writing it) and have that name automatically become part of a single select column for organizations on the back end. Is this possible? If so, how do I make this happen?