Base Design

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

I have data for 4 competitors and myself , formatted exactly (5 tables). Each set of data contains a column of keywords. Some competitors have some KWs that match what I rank for. What would be a good way to set up a 6th table or add columns to my table, to indicate a competitor has a matching keyword. Normally I would do a vlookup in Excel, but I think this would be a lot more powerful in Airtable. Example of Report Needed (I can hide columns if needed): My Keywords Competitor1 Competitor2 Apples Match No Match Oranges Match Match Grapes No Match No Match I tried linking to each competitors record and copying my KWs in column, and it will add the matched KWs to the competitor tables, but it also adds all the non-matches at the bottom. Example My Keywords Link to Competitor1 Link to Competitor2 Apples Apples Apples Oranges

We’ve created an address book of sorts, and I could use your help in creating a dynamic single-select field. Here’s the scenario: We have two tables: (1) tbl_organizations and (2) tbl_individuals. Any given organization may (and often does) have multiple individuals linked to it. However, we’d also like to designate one of these individuals as the primary contact for the organization. Here’s it written out as an example: Depp Organization is a record in tbl_organizations. It is linked to 3 records in tbl_individuals (Bob, Sue, and Timmy). Foo Organization is a record in tbl_organizations. It is linked to 2 records in tbl_individuals (Sally and John). I would like a create a field in the tbl_organizations. This field will be called something like “PrimaryIndividual.” PrimaryIndividual will populate with the individuals linked to their organization record (but no other individuals). As an example, for Depp Organization, th

Hi there. I have Base setup that includes Customer & Product tables. Each product has a unique Retail price (stored in the Product Table), but the buy price is different depending on the customer. I have set up a Junction Table that links to the Customer & the Product and each Cust-Prod entry has the correct Buy Price. I have used a Lookup field in the Product table to bring in the Buy price and of course in each case a product has multiple entries in the new Buy Price look-up field to correlate with each of the Customers. What I would like to do is be able to Filter for a specific customer and have that Look-Up field only pull the Buy Price for the Customer that I have filtered for. That way I could have a separate View in Products for each customer to show a Price List of sorts. The only other thing I can think of is having a separate Base for each customer and having a heap of Synced tables and that seems like overkill. Any thoughts??

Trying to build a master list of a bunch of sales data. Each supplier sends us an updated list weekly and has their own order and nomenclature they use for their data, but they are all providing the same basic information. I want to take that basic information and consolidate it into a master sheet. How do I go about connecting these tables? Is there a way I can get this master sheet to automatically update itself whenever I enter new information from a supplier?

Hello all, I have added a ‘multiple select’ field to my base but, for some weird reason, cannot either view, edit, or add/delete any of the list of options that I have previously entered into this field. Instead, all I now see is a very limited view of the ‘multiple select’ field per the below: Would be grateful for any help to rectify this. Thanks.

Hello everyone, does Airtable provide outline (group) data function as Excel?( Outline (group) data in a worksheet (microsoft.com). Thanks!

Hello, I need help figuring out the best base set-up for my specific conditions. Working backwards, I want to be able to download as a CSV one accurate list of records that will all receive a printed mail piece. The records must contain: address line1 address line2 city state zip Addresses will contain one of the following options: Person info: Person’s First Name Person’s Last Name Organization info: Organization’s Name Both #1 and #2 The tables I currently have: People People Addresses Organizations (addresses in this table) I need a way for the table or view that I download the CSV from to pull the correct mailing address because I have some organizations that do not have a person affiliated with them.

I am not quite sure I’m using the right languaging here but basically… I want fellow MFA film students to be able to toggle ALL selections from a dropdown list of potential crew roles identifying those crew positions that are, say, their #1 career goals (i.e.: what they came to school to focus on for their career: Director, Screenwriter, Producer, whatever) as distinct from those roles they are “Good At/Willing to Do” (to help other students out with their projects: Script Supervising, Editing, Production Sound Recordist, Boom Operate, Craft Services, Catering, etc.) vs. those crew positions they are willing to learn/try “if you’re desperate” :winking_face: versus those positions they don’t have the skills necessary to even pinch-hit TRY help out with (Composing, Color Correction, Wardrobe Design, Set Design, whatever). I’m thinking it might be like the translation of a Google Multiple Choice Grid vs. Checkbox Grid Survey to Airtable OR s

Hi ! I am a new user and need help to understand how to set up Airtable for best use with my flower farm - I have an in-depth product list done and just need some questions answered involving inventory and client orders and invoicing! I would love to be able to screen share and have you walk me through best practices to set myself up on the right track!

We think the first step is to take the current legacy database we use (Sesame by Lantica) and convert to Airtable with the proper tables and form views. Looking for someone to take ours and set this up. We have clients, new and current, who need one or multiple eviction lawsuits each year. We will then need a portal for registration and log in for new and current clients so the info that they send in populates the Airtable database and can connect to the client’s contact and create a new matter. I have screen shots and can give you the legacy database software we use.

Hi Everyone, As mentioned I’m new to airtable and I’m trying to build an app / project management tool to help me run my business. We are an e-learning platform creating and distributing courses through our website. My challenge is that I have several grades (Grade 5, 6 ,7 8, 9 , 10, 11, 12, 13). Under these grades I have different Subjects/ Courses (Maths, physics, Chemistry, Eng Literature etc…) and that each of the courses are composed with lessons, topics and sub topics. If I am not getting a clean structure, I’m afraid I will get lost very quickly. The idea here is to be able to track the production progress from top (Grades) to bottom (Sub topics) using different status (Not started, Techer recruited, Pre production, Production, Post production, Publishing , review etc…) Each of these status should be link to a speciffic piece of content and at the top, I should be able to identify the progress for each grades, courses, and lessons. Does anyon

Is it possible to color code a record based on a due date, but just the ones that are in the current week? Example: Today is Thursday, so all the records with a today or tomorrow (Friday) due date would be colored red. I know that color based on “within the next week” or “within X number of days” exists, but I need the records for the current week only. Thanks!

Hi every one, we are looking to change our work space from google to airtable but we encounter a huge problem. We need to be able to mark individual cells, like with colour or comments, or other ways, but it appears to be impossible to do so in airtable, because every possible way to mark is by field or conditions. thanks everyone!

Hello Airtable Community, I am reaching out for some help with the creation of a board for an onboarding process for the new artists that are part of our platform. First I have all of the artists grouped by status in one table. I prepared a checklist of steps that are linked to collaborators in the base in a separate table. My goal is to populate a separate Kanban board with all of the checklist items appearing as cards in the Onboarding board with a due date based on the date that the record of the Artist is added to the Form view and status is set to “Pending”. I’m looking for some advice regarding how I can get all the tasks to

I’m using Airtable to build a list of donors for our non-profit organization. The records are identified by the name of the donor. Some donors make multiple donations throughout the year. How can I reflect these frequent donations without building a whole new record? Thank you so much.

Hi all! I’m looking for a way to copy airtable record URLs in bulk. In order to find a specific record’s URL I need to right-click it and select the option “Copy record’s URL”, but how do I do it when I need to copy the URLs of 1000+ records?

I am trying to set this up. I have a Table with a list of companies, years, and list links where I got them from. I have another table with the list links, list names and years. I am trying to get the companies to merge into one source with the list names and years that they appeared. Images below - the one with colored multiple select is the similar to what I’m looking ot get as a result. Any help if all of the companies are in one table appended for each list.

Hi, I have a form in one table. I have duplicated the table because most of the information is useful in the second table. If I delete the form in the duplicated (second table) will that delete it from the first table? Thanks Rob

Hello all, I started a base and before I get too far I thought I might ask the community to help me start on the right track. I would like to track the fabrication of a lot of piping assemblies. Here is what I have in mind : One table for the list of pipe assemblies to track the drawing status (for comments, for construction) One table to track the fabrication status (drawing for construction received, in progress, completed, shipped to paint shop) For this step I would like to have an attachment for the invoice from the fab shop and the delivery bill from the fab shop to the paint shop One table to track the paint of each assemblies (received from fab shop, in progress, completed, shipped to work site) For this step I would like to have an attachment for the invoice from the paint shop and the delivery bill from the paint shop to the work site One table t