Base Design

Here’s what I’ve got: In Weekend Shift Tab when Status says Done then remove record from Weekend Shift Tab and place in the Done Tab like this: I’ve followed this tutorial: Airtable Automation - Move A Record To Another Table: No-Code Tutorial - YouTube I’ve made the automation work to pull the data in but: A) It doesn’t erase/hide the original data from the Weekend Shift tab. B) It pulls in every status not just the ones marked DONE. What am I doing wrong? Pictures for automation setup

New Airtable user, I feel I am swiftly adapting to working in this environment. However, one issue I am having trouble visualizing is how to lay out a series of tables to meet this particular goal; any suggestions as to the most organized way to approach this are welcome. What I am looking to do may be able to be tackled in numerous ways. However, I am curious to see what the best practice solution would be as someone new to Airtable. Existing tables: Clients (contains general customer information, such as Company Name, Status, Start Date, End Date, etc.) Client Payments (a small table containing form responses. Values include Company Name, Service Period (month/year), and Payment Date. When a client bill has been processed, the form is completed, and a row containing the company name, service period, and the payment date is captured on the Client Payments table) Billing Periods (contains a list of Service Periods, which are monthly periods stored as dates (i.e., 1/1/2020) starting on

I have created a database to collect information about students focusing on social emotional support. In one tab, I am connecting to my students table from where I am importing all the data concerning my students. In one tab, I am collecting information about incidents where the student has been responsible of misbehaviors, harmer by someone else or witness of misbehaviors. Each entry is one incident. In one tab, I am collecting specific concerns requiring follow up, concern related to one specific students. In one tab, I am collecting notes about students (note related to a specific concern or incident bu simple.ibsrrvations by the counselors that could help o understand dynamic see pattern, and start a process of support if necessary. I have then created an application with Softr from where we can see the data or add data to the database: we can see the data for incidents in one page, the data for concerns in another one and the notes on a third one. On AIRTABLE, when looking at the

Hello again, need to finish this and looking for the best and robust (and easiest) way to do it: there is table product, which contains column price there is table invoices, which contains invoice nr, shipping note nr, product (linked from the tlable product), quantity and the invoice price there is table shipping notes, which contains shipping note nr, product (linked from table product), quantity there is table incoming, which conains shipping note nr, product and quantity is 1 what i want to complete is his scenario. i write values from invoice to invoice table (1 row = 1 product) i write values from shipping note to shipping note table (1 row = 1 product) wait for the items… product come to warehouse. i write into table incoming: number of shipping note, than scan ean (its part of product in table product), and then i want airtable to compare those things: quantity of product on invoice with the quantity of same product on shipping note belong to this invoice with quantity of same

Hello all, my Friday afternoon brain just can’t get my head around this. I have a large database set up for our members and need to add new functionality to it. I have duplicated the base to try and nut it out. I need a column that is for ‘past groups’, of which people could have been in several. I then need another column that relates to current or non current member based on these groups. So Member 1 was in group 1, group 2, group 3 Member 2 was in group 2, group 3, group 4 Member 3 was in group 4 if group 1 ended 2016, group 2 ended 2020, group 3 ends 2022 and group 4 ends 2023 So the current member should only be showing yes if the member is in either group 3 or 4 I am not even sure if that makes sense. I need to set up a view for current members but don’t want to manually change each, I need a way to automate it based on the group they are in. I have tried looking at classroom-type databases, but just can’t work out how to automate that current & past option based on a group d

Hi all, Hoping to get some ideas on the best way to structure my base to achieve the concept below. I work with property development projects, and use one row for each project (as in the first pic below). Some projects will have more than one dwelling built on it. Each dwelling on a site might have different characteristics (ie. number of bedrooms). Therefore also being able to separate each project into individual dwellings would also be helpful. I’ve set up this second pic manually to demonstrate the sort of thing I’m after, but I’m looking for a way of achieving this automatically. Is there a way to achieve this? I don’t mind if it’s all within one table, or kept in a second table. Any solutions are appreciated. Many thanks in advance! Regards, AC

Hey there Airtable community, newbie here. Literally day 1! I am trying to figure out how to calculate the sum of how many times each option (Easy to use, I lose weight, etc) of both columns (Product benefits, Product features) appears. So basically I want to see the following: Product benefits: Gives me energy: 4 Easy to use: 2 I lose weight: 2 I don’t have anxiety anymore: 2 Product Features: I like the colour: 2 It’s tasty: 2 It comes from South America 1 Can anybody help?

Each class is 15 minutes long and is limited to 10 people.

I have to create a form for reception in order to record people’s attendance, like a checklist. Previously I created a base which consider the following fields: name, last name, school, email, cellphone… any suggestions?

I’ve been searching for a solution and it seems like a simple issue but I cannot get it resolved. I am desperately seeking some help! When I scan a UPC barcode, the 12 digits appear in my barcode field. I want my table to automatically populate in another field the product that is associated with that barcode. We use barcodes internally for inventory management so none of them are registered. So, essentially, I just want AirTable to know that X series of 12 digits is X product. I tried using automations as my solution but that doesn’t work because I can only have 50 automations in my Pro plan and I need this to work on thousands of products. Any help would be hugely appreciated. Thank you!

I have a table where my primary field is a URL. I have a similar table where the URL is not the primary field. When I click on the non-primary URL field in an unexpanded record, it turns blue and then a second click brings up the url in a new tab. When I click on the primary URL field in an unexpanded record, it turns blue. But then clicking on a it a second time expands the record and the mouse is positioned at the end of the url and the link is shown as regular text again. Clicking outside of the field turns it blue again and then I can click on it to bring up the url in a new tab. Is there any way to get the primary URL field to behave the same way as the non-primary field?

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?