Base Design

Hello, I’m using Coupler to sync related and organized Airtable data to Google Sheets, on which my app is based. I’m wondering which approach is more performant: Sync all fields as plain data and thus increase the data set but avoid computation. Sync less data but instead use computation to relate tables for lookups and rollups.

Hello, I am trying to work with three levels of categories that each have their own totals. This is the way they should work. The top category has a sum of all the sub- and sub-sub categories, the secondary level sums itself and the tertiary categories. I realize that this is simple in Excel but it seems as though it might work with some linked fields. I have a budget entry table where you can select the three types of categories for each record, as applicable, And then I have tried various scenarios to get something similar to this table that has an overall total for the first category. Are there better ways to try and do this? Thank you for any he

Hello! I recently noticed that my check box field is improperly formatting my text. It is including lots of line gaps and I was wondering if there was a way to get this to format the text better? Here is an example of the issue. As you can see, the spacing is off. This works properly with the long form text box fields but these do not include check boxes which is the issue. I think there is an issue with the line-wrap css parameter. Some help would be much appreciated. Thank you.

So, a co-worker is leaving our company and she’s set up some Airtable workspaces for her duties. I’ll be helping to train her replacement and am considering moving my collection of Google sheets over to Airtable at the same time. There are some stumbling blocks I’m trying to work through that I don’t have answers for yet and I’m hoping some of you can point me in the right direction. Mostly the issues are coming from importing existing Google Sheets where I track television programs and all the data associated with them. Issues so far are as follows: In GS I have a column containing program titles. On the program titles I have a note that shows up when I hover over the cell. With 1500+ rows I don’t want to have to recreate all these notes. Is there a way to bring them in? I will be doing a lot of my work in AT in the Grid View. Some of the data I have in cells is long and I’m hoping to a way to wrap text within the cell and ideally set row height to au

Hello! I have 2 tables on my base: 1 - assignments 2 - resources The assignments table (1) allows users to inout a project and then select from a linked record of “name” in table 2 to assign a resource. They then input the % workload this project will be for this resource in another column. I need to create another table or view that keeps track of each “name” (resource) and the aggregation of % workload from each project they are assigned to. The idea is to be able to track maximum bandwidth. I’ve tried linking fields and using roll-ups, but am not savvy enough to get this to work.

Hello, I have an airtable base which has tables of property data, contacts, companies, and so forth. I would like to go property by property and have direct mail postcards/letters to be sent to those property owners. Each property has a mailing address for taxes but I also need to have the flexibility where I can send a 2nd or 3rd piece of mail to another address, such as a home address of two different partners or relatives who may be involved with the property. I need flexibility where I can have different letters or postcards that have different marketing copy and I can dynamically fill in data from Airtable, such as by using [[Address]], [[First Name]] [[Last Name]] type logic. I have come across ClickSend but it doesn’t seem to have the ability to parse data from Airtable into dynamic letters. You have to upload letters which I assume means they are static. So I have two issues I’m trying to solve Base Design & Process to Tr

Hello, We have an Airtable base which has grown organically over the course of many years, including a number of different users. The main table now has nearly 350 columns, many of which are no longer being used, but it’s not clear exactly which. Similarly, there are hundreds of views that have been created over the years. We’re looking for a way to audit which columns are used (i.e. which columns contain data which have been modified in the last few months) and which views are used within the organisation. We can obviously survey our users, but we’re wondering if there are any clever tricks for inferring this information? Cheers Edd

Hi everyone, I am mostly using Airtable from my iPad and I have noticed a minor inconvenience. I am using several Single Select with several long text options, when adding a new a record, I cannot see the option "text"in full, instead I see the first part and 3 dots. Is there anyway to see the text in full? Unfortunately I cannot shorten the options.

Wondering if there is a better/easier way to do this? I have a table full of project data. These are connected to various high level collections. I am using rollups and lookups for a lot of this data to the Collections table. Many of these are rollups using the Unique array. However for some Lookups and Rollups that show all the data, I would really like to have identifier so it rolls up a list of the primary field + the data. For example recordA: $99.00, record B: $85.00 Right now to achieve this I need to duplicate many/mnost of my fields to creat a concatenation of primary field and the data I want, but I feel like this makes the base grow really large and would be cleaner/easier for everything if it can just do this in the rollup/lookup field directly?

Hi everyone, Okay this may be a confusing question, but hopefully not. Basically I work as a freelancer so it’s really beneficial for me to see how much money I have in completed/ projects I am working on compared to how much money to date I need to have made. I have these number on a table of mine by using an automation to add in each day the amount of money I need to make to pay my bills for the month in as a negative number. In addition to all of the various projects I have worked on/ am working on for the current year. Both of these “money in” & “money out” type records are grouped so I can have the totals from those groups showing as a sum which at the bottom of the table shows me the difference so I know if I am behind or ahead for the year money wise. The only issue is that it’s graphically so small and at the bottom of the screen that I literally never look at it. Is there like anyway I can have this number be at the top left han

Hi everyone! I’m basically brand new to using airtable to do anything exciting. I am working with a group to set up an inventory rental tracking base for our gear and pretty much recreated the base found here: Help tracking check in/out equipment for our small video studio using barcodes

Hi! I have been looking to build a gannt chart that has the ability to measure different timelines for different projects, and I want to be be able to see the whole process. I have seen a couple of floating gannts but it doesnt really fit my need. I am looking to build something similar to the photo below. Does anybody have any idea how to create something like that by any chance?

We are looking for a consultant in Los Angeles to work in person with a small team within our company on building our Airtable and design the user interface. We are migrating from a FileMaker based system and will have a variety of automations.

Apologies for the n00b question but I just started working with AT yesterday and I’m up against a deadline. I’m wondering about best practices for base design for the case of related tables in a base. I am converting a massive Excel spreadsheet that currently has over 80 columns in a single sheet. My initial thought was to break that into 3 separate tables where I use the same unique ID in each to relate the records to each other. My end goal is to have an interface for reviewers where I can show all of the relevant fields for the related records in each table. I have successfully imported the excel data into a base but I got stuck designing my interface because I can’t find a way to use the Record Picker to select the unique ID once and have that atomically pick the related records from the other tables. So all of that made me wonder if it makes more sense for me to just create one table with all 80+ rows in it and then make views to simplify using the Grid. That makes me s

Has anyone come up with a way to automate the process of duplicating task records from a completed project plan with new dates?

Hi! Each record in my base has information about a specific business and the business zip code. I would like to add a filtering condition based on location. For example, I’d like to filter for records of all businesses within 100 miles of Boston. I know I can search for a specific zip code, but I’d like to be able to instead search for a radius around that zip code, to identify all records within a geographic range. Is this possible in a standard base, or with an app addition? Or is there some other location search workaround? Thanks!

Hi! We’re in the process of designing our base, and we manage an association where businesses have multiple employees within each membership. I’m trying to design a base to keep track of event attendance, event registration, membership (which is paid for under the business), lunch orders etc. Having trouble deciding: Do I setup my base with each contact as the primary field? Or should it be the primary membership holder as the primary and their affiliates listed in separate columns within the primary membership row? I’m thinking of having my event information (registration, budget, tasks) in a separate base so its easier to view and filter. We hold about 2-3 events per month. But this information (attendance and registration) will be a column in the main membership base. 3)Also we hold events at 3 different locations, would it be detrimental to have a base per location?

Hi Folks, I’m a project manager with about 30 clients. At any time, each client has one live project, and then it gets archived and we log the next one. So I only have to handle 30 projects at any time. So, I’m trying to use AirTable to export to Outlook as well as to track the projects in detail. I have a base setup with a Clients sheet / tab as the master, so that each Client can eventually accept multiple (sequential) Research Projects. I have that Clients sheet linked Research Projects sheet / tab with the key elements of a Start Date, Draft Date, and Delivery Date. (Reasoning behind this: Start to Draft = my research and writing stage; Draft to Delivery = my editing and checking stage). I am using those three dates in each Research Projects record to keep things simple. What’s my best way to set up a calendar or timeline view (or set up filters?) so that I can see the projects and track them at each stage? So I need to be able to see color code or other designation

I am using the base event marketing template. I added the events. Made no changes to the formula. The Event field shows (Empty). Please help new to Airtable.

Hi I’m newish to Airtable and I haven’t got to grips properly with Linking. As a newbie I’m using the ‘free’ version of Airtable. Do I need to have a paid account to link tables? If not please help, thank you very much in advance. Mike Scawen

Form to input information – needs to be limited so that the person filling in the information only has access to their project and the staff associated with it. Please Help me how to do it, if it is possible. Maybe use Jotform

I need a Software tool which can be very great help to completely manage my real estate business. Our team consists of a Lead Generator (ME), sales people and administrative staff. Each team member will have different permission settings. I need a custom CRM. I need to track deal flow, deals in the pipeline. I need to manage leads, prospects, and customers. I need to track marketing campaigns. I desperately need a tool that can create contracts and send them out with the push of a button. I’m trying to automate as much as possible. I need data analytics. There will a lot Tables and thousands of records for this. Is this Possible in Airtable?

Hello, I have set up a form that has a dropdown menu of dates. I’ve linked them to a table of dates. Things I need help figuring out: 1) I need the dates to only be available in the dropdown menu if they are at least 24 hours from the current date. 2) I need the table of dates to auto-populate for every Mon, Wed, and Fri and to each have a label depending on the day. 3) I would like to include a time with the date table as well, they are all at 4pm EST but I have had trouble with timezones before.

Hi，all I hope to create a dictionary table that can create and edit differant type data for using select options in another table fields. e.g 1、gender:male/female 2、country:canada/usa/uk 3、currency:usd/eur/rmb there is a table named supplier that have some fields like gender,country,currency and so on these fields type is single select,there option can select from the dictionary data. i need your suggestions to solve my question simply and conveniently.

I have the following hierarchy within my agency: Customers: Who take multiple services each month Services: Which are made up of multiple tasks Tasks: Which have multiple people work on them, all taking a different amount of time People: Who have a different hourly cost I have built the following tables in Airtable Customers Services Tasks People I have a ‘Services Delivered’ Table and each month we add to it the customer and the service they have taken (a new record/row for each). What I’m struggling with is how I can create a report (or a table first that needs to facilitate this) that shows me the amount of time spent on services that month by person. I’m guessing this would need to roll up the volume of services added for every customer across the month and also roll up the tasks which make up those services and finally rolls up the time by person spent on each. I just can’t figure out