Base Design

Hi!I am new to airtable (love it!) and figuring it how to use it for project management.I'm stuck right now and trying to figure out one issue and am looking for advice.I have a "check list" of 25+ items that need to be completed for each build we are working on. How would I build the table to show the same items for build A, B, C, etc... so we can keep track of what is in the pipeline?Thanks!Matt

My base has two [relevant] tables - “Events”, and “Employees”. Each Event has a date/s, and a Linked Record field to choose one or more Employees to assign to an Event [and a bunch of other non-relevant data to do with the event].Each employee in the Employee's list can have only one of 5 possible statuses when linked to the Event:0 - No Response (Employee hasn’t yet responded)1 - Confirmed (they are assigned to the Event)2 - Available3 - Tentative4 - UnavailableSo my problem is how best to store this data in Airtable. Currently I have it organised so that there are 4 separate columns in the Airtable Base - labelled “Employees Confirmed”, “Employees Available”, “Employees Tentative”, “Employees Unavailable”. This necessitates me adding the employee’s name to the appropriate column and removing it from all of the others. This feels a bit finicky and not scalable (namely, via an external app which I am building), and I just feel like there would be a better way of storing each Employee’s

I have a base where I track my inventory, sales, and purchases. Because of the nature of the way data is uploaded to the base, I have multiple tables for different purchase sources. They are all linked to a master inventory table. What I am currently doing is using different views to see the relevant info, but this is frustrating and not really working for what I'm trying to do. The problem is that I have the sales tables relying on the inventory tables to populate data, and it's ugly. I'm trying to use rollups and other table-to-table formulas, but because the data is all in different fields it's cumbersome and requires a ton of work arounds. Is there a way I can combine all the same fields into one field at any step of the way (on one table, or from upload table to aggregate table, or aggregate to sales)??The reason I don't upload everything to one table is because each one is named so differently, with 2/4 being csv's I regularly upload and the other 2 being very different ones

Hi Community,We are using Airtable to record some of our financial data, and wondering if it is possible to lock records from being edited if the financial year has ended. So technically, on 1st April, we want to lock all records entered in a table until 31st March. So that no-one can accidentally change the records. Doable? 

I currently have 2 tables: PeopleProjectsOn Each project there are assigned multiple roles from people which are each linked columns, i.e. Role1Role2Role3Role4Role5Role6The reason I do this and not via a look up is because you can have many people working on a project but only a few will assume full responsibility. So now on the people table I am left with 6 project columns, which is fine and I can just hide these, but what I would like is for them to roll up into a single column where I can still get the functionality of a linked cell so that when I use interfaces or navigate I can still access the linked records from a single place vs 6. 

I'm working on setting up a system in airtable for generating project pricing/quotes. I would like it to have 3 tiers of organization where a project is built out of a grouping of "components" each of which is a grouping of "materials". The reason for wanting components is so that I can reuse these to build quotes faster by piecing together existing components as well as define a labor price for the assembly of a component. I've been able to create the basic structure for this just fine using intermediate line item tables to define the quantity of different materials in a component and quantities of different components in a project quote. I've set up a simple example base here for illustration: https://airtable.com/shrd46DwWkldZpeJvNow here is where I've run into the problem that I haven't been able to come up with a solution for. I would like to be able to create a full list materials that corresponds to a project quote. The difficulty is that some materials may be use

We have a database of thousands of products. Hundreds of them go on sale each month - and Airtable shows my designers what the % off or $ off is for each product.The challenge is that a product may have a different sale price from month to month, and we're often working on marketing for two or three different sales at the same time. Rather than creating formula fields for each sale, I'd like the designer to be able to tell Airtable which sale they're working on, and have it show the discounts for just that sale.Any ideas on how I could approach this? (The screencap isn't an actual solution - it's just one idea of what the solution might look like.) 

someone shared their airtable workspace to me, i was able to access it on my mobile but when i login on my laptop i can only see my workspacePlease can anyone help with this

My team is using AirTable as a CRM and a Business Development tool.We have a Projects Table, which tracks current and prospective projects in our pipeline, and a Meetings Table, which tracks our meetings with current and prospective clients in our pipeline. These two tables are linked since Meetings are typically associated with a Project, and Projects may require several Meetings throughout the course of the project. We have an Action Items table to track follow-up tasks. Action Items have a Description, an Assignee, a Status, a due Date, etc... Action Items may arise from Meetings, but they also may arise from Project/Pipeline tracking activities, so we want to be able to link Action Items to both the Meetings table and the Projects table. However, when we want to add a new Action Item inline for a row in the Projects table or the Meetings table, we always want to create a NEW Action Item. We DON'T want 'Find an existing Action Item" to pop up because that's really not how

Problem:I am a tabletop game designer.I am designing a game with many "units" that consist of 15 data points each (Name, attack value, etc).I am currently using Google Sheets, but one field of the data points (Ability) is in long form with bold, italics, etc and is very hard to read/edit natively.Solution:Is there a way to use Airtable to have a data set which you can pull up via a Form that allows you to search/find any of the data sets (by 'Name' preferably) and edit the content which updates the database?

Hey everyone! I have copywriters and designers uploading content to our bases on a daily basis. It seems as though previewing Microsoft Word documents (.dox extensions) is not available with the current Box app that Airtable uses to preview attachments. Or am I missing something? Screenshots below are from our interfaces. If you have any ideas how we can get these previews to show it would be greatly appreciated!

Happy New Year,I am brainstorming how to setup a national nonprofit with several locations around the country.  The national headquarters will need 10-15 chapters to report data such as client enrollment, services, and program indicators met on a monthly bases.Option 1:  Setup a base for each chapter (Decentralized) and then create interfaces for a person at HQ to pull reports.Option 2: Setup one HQ base (Centralized) and then several tables for each chapter for data reporting.  Admins at each chapter will have update permission for their tables in the base.Option 3:  Setup HQ base and then automate process that will import excel or csv files from local chapters into HQ base for tracking/reporting.If anyone has experience in this area , I would greatly appreciate any feedback as to which process could provide the least friction.  Also if there is a better option, please feel free to make a recommendation.Thanks a million!

Hello,I have 2 tables that I need to relate. These is regarding components in the field that are declared not working.The Tables:Ticket table: End User tickets about stuff not workingField deployedThe tickets have 2 statuses either "Open" or "Closed". I created a view for open tickets and one for closedI created a linked field in the Field deployed table to pull the info from the ticket field with a "Limit selection to a view" to the Open ticket viewFor some reason the column populates with all linkable items disregarding the "Limit Section View"any reason for this?

Hello, I am looking a way to group by dateFor each Job I have a CabQty, DoorQty and DrawerQty to do. The doors must be manufactured 2 weeks before Cab and drawers 1 week before Cab (see attached 1.png).My goal is to have a view by ProdDate (see attached 2.png).I used colors to show what is make when.See attached 3.png that resume the summationI hope I am clear enough, it's not easy to explain.Thanks

I have a Table with organizations. Each org has people attached to them via a People Table. Each organization has a status. One of them can be 'Contact The Organization'. How/where do I create a View to show me all the people I should contact, for all orgs. I want a grid view with columns to display Contact details such as Name, Email, Phone plus the org name they are associated with plus a few other org columns such as Status and Country.Insights are much appreciated. 

Looking to see if we can find out the history of how many times a single select option has been chosen by any of our team members in the past. I have something set up that I started in October to help with this but wondering if there is any way to see the usage for each option from April to October. 

HiIn my base I keep the record of members who have one or more cars in a base. There are two separate fields for the make and the model for car one and the make and model of car two.When filling in the form they select from a drop-down menu the make and model in each field of the car.Then if they have a second car in separate fields, they select the make and models.Now in the first cars make and model fields I have populated the drop-down menus as we have gone along, I added the second cars make and model fields later and as a result have not populated these with the relevant information.Is there away of copying the information across to populate the fields for the drop down menu in the second cars fields or a formula that I can put so when the information in the first field is entered it will automatically enter it in the second field.Many thanksRod

Hey friendsI have automation that transfers leads from an Elementor form to Airtable, but for some reason when someone writes down their number in a normal way (ie: 0526324302, an Israeli number) it changes the structure of the number in the system (adds a picture)How can you change the structure to be the same as how the lead wrote his number in the form?Thank you! 

I would like to group to 4 fields but the AT limit is 3. What is reason for that?

I am trying to track work done in a software program that has different Workspaces and within each Workspace there are Apps, that are different depending on the Workspace. I’d like to create a column with a drop down where you can pick the Workspace from a list . Then once the Workspace is choosen, in the next column, I’d like a drop down of options for the Apps related to that Workspace. I can figure out the Workspaces drop down but not then how to create different drop down options based on which Workspace was chosen. Is this possible?? Can I set up a different table of Workspaces and their Apps and link them somehow?

Basicly, i have a Job Creation Request PDF Form we use for customers to fill out and submit to us and digitally sign too. I was hoping it can be used to fill in data as they submit it. Then our tech can access it and add to it hopefully. Otherwise at least letting the customer fill out the pdf and letting us keep a copy of the submitted file, while filling out a table in our base would be great.

Base SituationI got a table a containing a list of visits.Date, Location, add. InformationWithin another table b I am tracking daily statsDate, sum of hours invested, count of visitsChallengeHow to generate "count of visits" in table b, counting up all the entries of table a, that have the same CREATED AT as the date in table b?Thank you all upfront.

Hi All,I would like to embed a gallery view of my database, but I want it to be a slideshow. So rotating itself.Any help would be so greatly appreciated! Thanks

My sister is on a free account and she noticed her home screen changed. Please, please tell me this isn’t going to happon the Pro account. It’s so much less user-friendly. The icons are micro sized (which wastes a massive amount of space) and the icons don’t move in the order you want them (has to be alphebetically, etc). I absolutely LOVE Airtable and it makes work so much better but this is not an improvement. Can someone let me know if this is happening across all accounts? Thank you!!

Dear Community,I am expecting this is more or less obvious, but I can't figure out how to solve it at the moment.Mission StatementA list full of contacts to be called and asked for an informationI now want someone to use a form to enter information he found out by contacting theseWithin the form, the user should be able to select one of the locations from the list, add the information and store the entry.How I built it so farTable A for the base dataTable B for the entered form dataThe lookup field referencing to table a becomes the dropdown.User enters additional information and stores it's data.My challengesWas the setup reasonable for the challenge?How to work with these tables / re-connect them? For example - how can I find out, which locations were not visited by now? Can I create a new table that adds the added information from table b to the entries fo table a? What is the best practice?