Base Design

I manage a team as they each work on their own independent projects. I already have created a base to track their work but I am not confident it is the best way to go about it. I need the best way to show the progress they are making. Each project has an estimate of how many hours it would take to complete, broken down by task. This is the current setup: One base contains tables for each project A project has its own table that contains an outline of the multiple tasks required to complete the project. It is a very simple table where each task is in its own record. A project table has columns including % completion, completed checkbox, estimated hours, actual hours, start date, due date, and end date The team member assigned to the project has to fill in the % completion, completed checkbox, actual hours, start date, and end date for each task The estimated hours and due dates are set by me One table within this base shows a summary of the progress made on each project Summary table m

This is a pretty complicated framework/workflow question and I wouldn’t be surprised that it would make things pretty tricky. My company has a base with three tables used to track our clients. One for regular recertifications, one for interim recertifications, and one for new clients/moving clients. Clients that fail to meet the needs by the deadline to complete any one of the 3 tables uses have a single selection field where the staff person may mark the “Finalization” status as “Termination” with an accompanying date field with the sent date marking when the “Termination” letter was sent. Another team in my company handles the termination appeals and/or Termination “ends” (fully deleting a client’s record from the program. There are also several other Termination reasons that are processed that fall outside of the 3 tables in my base. It would be great if when staff mark termination in any of the three tables, that in another base or table, a record would be created synced to this

Is there a way to mark a linked record field as mandatory? I have 3 tables like this: Client (which is made up of people who belong to Branches) Branch (which has people in it and has a link to the Company whose Branch it is) Company (which contains Branches) I want to ensure that if someone creates a new Client, they must assign them to a Branch, and that Branch must be assigned to a Company. Can this be done in the tables directly? Can this be done in an entry Form? Can this be done in an Interface? Thanks.

OK, I feel like an ‘Airtable Idiot’ for asking this, but I can not figure out how to use one table to populate the lists that are in each of the other tables in this base. I tried ‘Views’, but I can’t seem to get past the “Primary key” road block! I mean, HOW can I get to the 2nd and 3rd columns in that table??? And you can see the Table Structure base here. As always, thanks! dg

I have a table that each record has an effective date that contains data that changes weekly. Is it possible somehow to have the data tied to those records to be view as historical data? My first thought would to be copy the table and date it, but I’ll end with with mulitple tables dated weekly. Essentially what I’m trying to do when item prices change to see the current values and then be able to refence the price of the item in the past. Thanks

Hello, I am trying to set up an Airtable base for all of our company’s employees, along with a list of the software that they have given to them when they start. We want to monitor how we distribute our software licenses so we make sure there aren’t any “dead” licenses given to people who already departed the company. We already have Google Sheets filled with information for current employees and software, but we want to use Airtable’s automation to help us make that process easier to audit. However, this is how the data was transferred from the sheets in a column: Miguel Perez 7/15/20 Created Created Created Created Created Created Created Is there a way to customize the field type for each cell in the column to be different from other cells in the column? Hopefully, that makes sense. Thanks in advance!

This is my Kanban View for Production Workflow. Once a video is reached at the status uploaded, I want to moved to another Kanban view in the same table. How to do that? Once it is moved to another table it should be not in first Kanban view. First Kanban View - Kanban Workflow Second Kanban View - Kanban 2 Both Kanban are in the same Table Here is the image -

Hey everyone, Just wanted to check in to see if anyone has heard of an upcoming update to be able to toggle off the “recently opened bases” section in airtable. I still haven’t gotten used to it and find it makes my work flow feel really dispersed and clunky. If anyone knows of an update hopefully coming to toggle this off, let me know, thank you!

I’m sorry, I’m a little new to this. I have built an inventory base to keep track of inventory or orders, i used a template from the Airtable universe. Airtable Coravin NL - Airtable Knowing exactly where your products are and how many are in stock has never been easier! ## How to Use This Template: * Keep a complete list of all your items, prices, locations, manufacturers, and sales * Use the [gallery... In the Incoming table there is a list of the orders (orders from me to the head office, and customer orders), I’m not sure how to create a way to specify the quantity of each item. Any idea and the best way to do this?

Hi, I have created a database to help manage my clients. One table holds the main client info (name, birth date, email, phone, etc.) and I have other tables for the info that varies over time (weight, waist circumference, hip circumference, etc.) Is there a way to create a form where I can view/add data in all those other tables at once?

I community, I need your help. Actually i sell subscription plant. The customer choose 3 or 6 month. I create an automation on Airtable which duplicate the record (by month choose by the customer) and the automation associate product to delivery : for example : order 201821222 The customer choose 3 month, the automation duplicate : M1- 201821222 M2 - 201821222 M3 - 201821222 On these records, i have a column with the plants we have to send. My needs : i want to display on interface the plant send on the previous month. My employee could choose the plant depending on what has already been sent. So, how can i associate these records and display the history ? Thank’s for your help, Matthieu

In my base , I have contract end date column and status column which many values such as active, progress, inactive, done, started, not started yet. when status changed from only these active, progress, started to done contract date should fill-up automatically. Is this possible. If so, please help me.

Hi everyone ! Here is my problem: I have a table that consists of two columns → 1: Company // 2: Company logo. On another table, I upload company information like name, location, revenue, etc (about 1000 records for each upload). The thing I would like to do is tell Airtable to upload a logo to the 2nd table opposite the company name as I could have done in Excel with a Vlookup function. The problem is that on Airtable, before doing a Vlookup function, I have to link to another record, which takes a lot of time as I have to do it for each record… Can someone help me? :slightly_smiling_face:

Hi, I’m designing a database to help manage my client base. I created a main table (let’s call it Table A), for the clients and other tables (table B, table C) for data that I measure over time. I need to make calculations (result = table B/Table C), but only with the last data entered in those tables (B and C). Is there a way to get only the last data entered for a given client?

I am eager to know which file format are supported in attachment field of Airtable? can i upload PHP file in attachment field?

Hello, I am using Airtable to organize my research project. I have 20 participants, with 19 questionnaires. I will have staff completing these questionnaires at 7 different time points. (Pre op, surgery, 6 month f/u, 12 month, 15, 18, and 24. For each questionnaire, I am keeping track of if the data was collected and if the data was then uploaded in the data base, and if we verified the data after uploading. How would you recommend I do this? Thank you.

if it is possible to post an attachment (.txt file) to an Airtable record (base / table / record / field) directly via API or do we need to post URL and let Airtable download from URL, and if so, what hosting / URL services to people generally use… such as box or google drive… is there a simple / temp host for URL for Airtable? Another question: Can we send a .txt directly to Airtable, or can you only send a URL for Airtable to download the file from?

I’m using Airtable records for individual jobs in my business. I’d like to incorporate timesheets into Airtable and have the timesheet data link to the job records. I’m imagining a separate table for employees and their various pay rates which links to the main jobs table and calculates the cost of the job vs the budgeted amount, but I don’t want the pay rates and job costs to be visible to non-management employees. Is this possible in Airtable? Is there perhaps another way of approaching this problem to achieve the same outcome? I’d love to hear any feedback!

Automatically add columns/fields in Kanban view when certain condition match. Let suppose when a fields is not empty or status is something.

Good Day I am setting up a customer base, Included in the fields is vehicle Information. The Car registration number, Make, Modle, Colour, 1st Contact, 1st Contact Phone, 1st Contact email, 2nd Contact, 2nd Contact Phone and 2nd contact email are all the fields that are for the registered person. The problem I am facing is that a person with more than one car has to register its registration number, make , Modle and colour. However the 1st and 2nd contact details remain the same. Is there a way of doing all of this in the fields without having to add the extra Information already entered

Hello, I am trying to create a table of the hardware and materials we use. What is the best practice to manage varying levels of stepped data. Fasteners > Hex head screws > 8.8 > Partially Threaded > M12x60 Sections > Mild Steel Angle > 30x30x5 All in a single table? Multiple stepped tables? Any advice would be great.

I’m sure there is a simple solution, but I’m kind of stuck thinking through it. We have a membership organization that hosts 3 to 4 workshops each year. Each of these workshops are made up of a team that runs the whole workshop. Each of those members during the workshop has a 3 important pieces of information: The workshop they are working, the role they are serving at the workshop, and if they present at the workshop the presentation they provided. As you can imagine, a member can serve at multiple workshops throughout their years of membership in the organization but will have different roles and different presentations. I want to be able to track at the Member’s record, the workshops they have served, the roles they served at that workshop, and the presentation they provided if they did at that workshop. I’ve played around and have found multiple ways to do it in theory; but I’m concerned that I’m creating a bunch of data links and access data that is not really needed. Any simp

I’d like to have a single select field trigger a date field and am asking the community for help with the formula. My goal is to have a single select field with the following options: now - this month, next month, future, next, etc. My goal is to have a date auto-populate based on the dropdown selection that dates the item at the end of the next month. For instance, if today were January 5, 2050 and I have an item marked as “Now - this month”, I want a date field to auto-populate with January 31, 2050. If I changed the single select to “Next Month”, the date field would automatically update to read February 28, 2050. Does anyone know how I do this? Thank you!

I have a spreadsheet where a track the Broadway & touring shows I’ve seen and the casts I’ve seen in each. I took a long time to create this over on Google Sheets and like the way it works over there, but I think I could make it even more efficient here. I’m especially having a hard time trying to figure out how to create a section for Venue that cross references the other tabs. I feel like I’m trying to make it too complicated since I’m so used to using formulas to cross reference tabs in Google Sheets. Thoughts on the best way to create this? Google Sheets

This might not work, but thought I would ask just in case: I have a base that has all of my clients & projects broken down in and then I have another base that I have all of my promotion broken down in. In my promotion base I want to come up with an ROI that updates automatically. So I was wondering if there is a way to somehow relate the table that have my promotional information in and a table that has my client information in so I can link the ad campaign that got me that client and in turn have the money I make overtime with that client show next to the campaign it’s linked to so I can create a formula field to show an ROI that updates on its own next that specific campaign.