Base Design

Brand new user on free version here and happy so far. I have a design question with multiples dates. I teach one course to many clients. Each course has 8 sessions. Therefore I see each client 8 times, all at different times. I need a way to track all these dates! I created a record for each client’s contract and want to add multiple dates in the client’s record so I can track what dates I have to visit which client. I can add multiple date fields in the main Grid view but that’s not very helpful in Grid view because the Calendar view only shows the first date. I would like the Calendar view to have all 8 dates shown for each each client so I can visually check for conflicts and plan general staffing. Do I need to update to PLUS version? Which plan will allow me to display up to 8 dates from one record in the Calendar view? Alternatively, is there a way to creatively do this on the Free plan? Any help is much appreciated. Thanks

Assuming I have the following form in one base: And the following table in another base: I want the entry in the zip to correspond to a table in another base meaning the zip entered should be in that table The rate field in the form should autofill based on the date entered. For example, if a user makes an entry in the month of Feb, this “rate” field should autofill from “meal_feb” corresponding to the zip code the user has entered. I am new to Airtable and I could really use some help. Thank you.

Hello all, I am trying to design a base for employee contracts, with some employees having salaries paid in multiple currencies. The way I intended to design this was to have a contract table, where the contract date and employee name would be written in fields, and have a ‘contract details’ table with multiple lines per contract, one per currency. The way I intended to consolidate the total compensation was to convert everything in USD in the “contract details” table, and then to sum it back in the Contract table. But for this I need some way to fetch the exchange rate. This is where I get stuck. How can I achieve this? What I would have done in Excel for instance, would be to have another table with yearly rows/records, and 1 field/column per currency, and then index/match/lookup the exchange rate for the given year and currency as a new field in the ‘contract details’ table. I could then multiply this exchange rate with the salary to get the amo

Hi, there is one issue found on my airtable, missed “add an option” in single select or multiple select field, then can’t add options while build tab

I’m trying to move some spreadsheets into Airtable to track ecommerce sales I have an order-data table that has a primary field of “Order-Type” that is a formula combining the order number and payment type (two other fields in the table). This represents a single sale: Order-source, order id, total, source 1234-web, 1234, $50, web I have another table for line-items where the primary field is order-number, which is the order that the line(s) belong to. It contains item cost, item quantity, list price, etc… For example: Order, sku, costper, quantity, ordercost 1234,widget-1-red, $10, 2, $20 1234,widget-2-green, $15, 1, $15 I want to add a rollup column that sums the ordercost field for all line items by order and pull it into order-data, to get: Order-source, order id, total, source, ordercost 1234-web, 1234, $50, web, $35 I set up a link relationship from order-data>order number

Hi, I’m fighting to find a solution to my problem, I’ve a table with a list of Volunteers (called “DATABASE”) and a “SERVICES” table where I put unique services and sign every Volunteer who partecipate to Service. Now I want to create another table that can automatically make a report of presences over a year, so I want to count how many time a Volunteer make a Service, in this simply case it would print: 123ABC - 1 456DEF - 2 789GHI - 2 Here an example: How can I do it? I hope I was clear. Thanks!

I need a feature where I can archive a particular record so that once that record is archived it cannot be changed in the future or be affected by some of my other formulas or automation. I want it to be “locked”.

I would like to use AirTable to keep track of reimbursements for a group of employees. I would like to include all the employee names, address, preferences for receiving their reimbursements on one table. On the second table I would like to keep the records for each submission they make, but autofill some fields from the first table. e.g. When John Smith submits a form (record for table 2), once they fill in their name, their preferences autopopulate into table 2 as part of their submission. Key is that each employee will make multiple submissions through the year. I need a separate record of each submission. What complicates this is that there is a maximum amount they can submit for the year and thus I would like to keep a running total of their amount submitted on Table 1. For example if John Smith has a maximum reimbursement amount of $2000 per year and submits for $750 in March, I’d love to have a column in Table 1 that shows that they h

Hi Everyone, I am creating a content calendar and using both the Kanban and Calendar view. I previously had a set up with a tool in which I was able to create a checklist within a record and that checklist allowed me to both tag people and set due dates for the items. Additionally, I was able to duplicate that checklist across records to automate my workflow. On Airtable, it appears that the official suggestion is to make use of rich text in forms and app. This allows you to create a checklist, unfortunately, you Can not set due dates Can not assign people to these items so they receive reminders about upcoming checklist due dates It is unclear how this is better or worse than the “checkbox” type Is anyone successfully using Airtable to project manage with checklists an

New here, thanks in advance for reading. I’ve created a base to track our company’s 2022 Hiring Plan. It is working great. However, there are changes that occur that I want to log like I would in a spreadsheet. Just a simple date field, maybe a tag field and i single line that is longer than the notes field. 06/21. MMasked us to push his design req to Q3 06/30. PS wants to cancel the SW Eng req 07/22. Recruiter was told to hold on Director req. We have an ATS. But a one line journal of material changes would be incredibly helpful for housekeeping. I cannot think of how to do this. WDYT?

Is there a way to copy and paste from a formula to a formula. AT doesn’t seem to allow cut/copy paste.

I’ve got a base that I’m using for my short-term accommodation facility, but I’ve made a mess of it while learning the ropes; Maybe I need to start from scratch. Is there a base design template that I could make use of? Enquiry log needs to be maintained for both existing customers and new prospects. Full specification available. Thank you. David Hagen, DISABILITY LIFE ENRICHMENT

I’ve got a bit of a weird thing that I am not entirely sure if it’s an issue of my database design or can be solved another way and am hoping someone here can help, which would be massively appreciated :slightly_smiling_face: I have two bases for a webstore, one which holds high level information (items for sale, vendors, master order records) and the other base has individual records for each unique item in each master order record. Excuse the awful drawing and writing, but the below diagram illustrates how I’ve structured things so far. Black lines with two arrows show linked fields. One black arrow shows synced tables, and the blue line shows what I want to achieve. Red line shows that the field already exists, but doesn’t allow The end result I am aiming for is to be able to report on sales associated with each vendor (i.e. Vendor A ha

I have created a base to control the occupancy of a hotel car park, I need to control the occupancy of each day to avoid exceeding the maximum occupancy, with the formulas that I am using I can only control the number of entries or exits of a date but not the number of places occupied each day. If I have 10 parking spaces in total and I reserve 9 spaces between June 1 and June 15, I need to know that on the 10th, for example, I only have 1 space available, can someone help me find the base structure or the formulas i have to use? Thanks for the reply

I am trying to build an app to help Ukrainian families get out of the country by pairing them up with available drivers. It’s time critical and in a very literal sense, life and death matter. Unfortunately most Ukrainians don’t speak English. Is there any chance your platform can support Russian? I’d take a super alpha version if you had one. If not, are you aware of any platform that supports Russian and could provide a fast way to prototype something quick? Appreciate any help you can provide.

Is there any plans to have the personal views collaborative with another user in the workspace. Instead of it being personal view, it can be shared with other people? But locked to those users only? for example. the main table holds sensitive financial Information, that is hidden to users that don’t need to see it, and this base is locked so columns can’t be unhidden. but if there was another view that was able to be shared with the relative people. or an alternative, adding a password to access a view?

I’ve got a table with the primary field being materials. I also have a projects field that will require the use of some of these materials. Each material will be given a serial code that is universally unique and a product code that is unique to each project (materials can be used for multiple projects and the product code will change for each project) How to set up my base to have a project view where I can view and edit the product code field but only have that record be relevant to that project.

I am trying to create a base that will store the following: Purchased materials Products made from said materials Sales of the products I’d like to track the costs of materials, costs of making the products, in stock/out of stock, etc. I’d also like to see the details of sales on different platforms e.g. eBay, Etsy, craft fairs, etc. I’d like to add to Purchased Materials from a form that has information like name, pack type, how many items in a pack, cost per unit etc. I really appreciate any help you can give me. :slightly_smiling_face:

Hello Airtablers. Hoping someone out there might be able to provide a solution to a challenge I am having manipulating data between tables. I’ve created a graphic that shows what I am trying to achieve. Basically, in words what I am trying to achieve is the following: (1) Using a reference table that is setup where each record is a product with five fields and each of the five fields is a different single text field that is a tag for the product, bring into a separate table where each record is a product a single multi-select field that has all the tags from the five fields in the reference table. AND (2) Create a third table, called “Tags”, where the records represent all the unique values across all five tag fields in the Reference table and where one field is a single multi-select field with all

Hi, I have 2 Tables. One Opportunity and one Product table. In the opportunity table I have 3 products (linked to the product table) and 3 prices and each price is for one product (Product 1, Price Product 1, Product 2, Price Product 2 etc.). As the products in the opportunity table are all linked to the product table for the fields (Product 1, Product 2 , Product) you can select a product from the product table (Apple, Banana, Strawberry etc.) In the Product table there are multiple fields, among them are Revenue Product 1, Revenue Product 2 and Revenue Product 3. Now for every product (e.g. Apple) it is supposed to show each revenue from Product 1, Product 2 and Product 3 and they should be assigned to the right Product Name. This is my problem as this is not the case. To have an example. In the opportunity table the fields are these Opportunity: Opportunity 1 Product 1: Apple Price Product 1: $5 Product 2: Banana Price Product 2: $3

Hi, Just starting on Airtable, so, sorry for the basic question. I want to create a “select” field with the list of “tables” that there are in my database. When the user clic on it, it brings her/him to the selected table. Thanks in advance

In the middle of taking a client across to AT from a convenient and comfy Trello solution. I need to replicate the board and kanban format and I am wondering if its possible to use a kanban view and then limited views of the columns to mimic the board format?

Hello! I’m relatively new to Airtable, but I’ve been digging to figure out a solution and haven’t come across anything workable yet. What I’m trying to do is set up skill profiles that contain different proficiencies in each profile. Example: I have 2 skills, Reading and Writing. I have 2 profiles, Researcher and Author. I have a proficiency rating, 1-3. Researcher profile has Reading at a 3, Writing at a 1. Author has both Reading and Writing at a 2. Right now I have a table of skills and a table of profiles with skills linked to them, but no way that I can find to do unique proficiency in each profile. Is there a good way I could set something like that up? The biggest challenge is I’m creating this for about 40 different profiles containing different mixes of about 300 skills. I’ve a feeling it’s not a possibility or if it is, maintenance would be a bear.

Hi Folks, I am creating a quasi-CRM in Airtable. Every time I interact with a company I create a new event in an event table links back to a company record on the company table (“called JC Toothpicks on Monday”, “ate lunch with Pencils United on Tuesday”, “sent proposal to JC Toothpicks on Wednesday” etc). Whats the best way to identify the most recent event at each company? The long term goal is to be able to run through all our companies quickly and know what stage they are at and the last interaction (imagine in like a Kanban view of companies grouped by stage) Thanks!

I don’t know how to explain this but I am selling products and I want to be able to assign values to the next cell when I click a dropdown selection from cell 1