Base Design

Hello AT Community, I am a bit stuck on understanding if this is something I am doing wrong or a system limitation. Here is the scenario: We have a CRM in AT that classifies a parent company as an Account and a member of that parent company as a Contact. Basic logic, and we have a linked relationship between both. When our marketing people go out and meet someone, purchase something for a client (lunch, etc.) we want them to update AT with what they did. This works fine when the Account and or Contact is already in AT. When it is not, we want to be able to add the new Contact and or Account on the fly off of the form and limit them going inside AT if possible. This scenario can exist when we have a new Contact that we have not had in our base, nor their parent company (Account). When we are adding the new Contact it is coming in from the form as a new field - which is what we want. The problem comes in when the person using the form realizes that there is no Account for this new Contac

why does the URL have a space to be completed? I only want the link and the description. See attached screenshot.

I am creating a base for tracking students through coursework in a program. I have a one-to-many relationship between students and the courses that they have taken. All the available courses are in a separate table. For each student in the program, I have a field called “Courses Completed” and there I pull in, from the available courses table, all that the student has taken. My question is, if I want to add the grade the student received or each course taken, how can I do that using the one-to-many structure I have set up.

Hello, I’m not a formula expert and I need your help. I created a table with a Suppliers, Products, Inventories/Stock, Sends/Packaging table. In my product table: This is the finished product (ex: a table) but which is composed of (a shelf and a foot) these are the components of my finished product. The product table will be directly linked to my billing. In my Inventory/Stock table: These are the components (ex: legs, shelves, etc). This table is linked to my supplier table. I would like to set up stock management, supply, classic in the inventory/stock table as well as an alert system when my stock is empty, etc. The question is: I have created a total quantity column in my inventory/stock table (supplier order) and a quantity column in my product table (customer order). I would like to be able that when I apply a quantity in relation to an order (finished product: ex: a table) in my product table that it be deducted from my stock (compound products). I tried “a first track” by doing

I’m working on building a central product roadmap for my team. I know how to link records from one table to another, but I am struggling to link records from multiple tables to one single table. If I try to do it for the second table, it would just add another set of fields to the main table. Could anyone point me in the right direction? Thanks.

Does anyone know how someone would delete a record? I don’t want our team to be able to choose certain record options and want to delete them. They’re meant to link so that if someone looks up “City, State” only one shows up, but right now there are about ten for some options. I want to delete the other 9 options.

Hi all, I have been playing with Airtable for a while now but not high level enough to figure out scripting yet. I’m a farmer and I’m looking to make an Airtable solution for my spray applications. I’ve got a few tables that hold the general info: ‘Blocks’, ‘Chemicals’, ‘Applicator’ I’ve got another table that is my ‘chemical manifest’. This one grabs the particulars from ‘Chemical’ and I add the particulars such as purchase date, amount etc… The ‘JOB’ table is the workhorse. It allows me to record the ‘Blocks’ being treated with the ‘Chemical Manifest’ with which ‘Applicator’. My limitations are: Sometimes I add one chemical to a job, sometimes I add ten. I don’t want to add 10 sets of fields related to each ‘Chemical Manifest’ My application rate’s are sometimes different than the general label rate on the chemical, I can’t figure out how to change the linked field (rather import the info and then change as needed) On entering the Job, I would like to reduce the Amount of availa

I suspect the answer to this question is no, but I’ll ask anyway. Is there a way to auto-sort tables within a base according to usage? So, for example, I click a button or enter a keyboard shortcut that sorts my tables from left to right based on activity within the tables. They would be sorted based on activity since the last time I ran the sort feature. So those tables with the most activity (new records and updates to records) would be sorted to the left while those with little or no activity would be sorted to the right. For those with the same level of activity that would sort alphabetically. Thanks!

Is there an easier way to move a table from the end of a base (right side) to the front of the base (left side) without having to click & drag? Thank you!

Hi, I am looking to take multiple tables (one from a survey, one from back of house inputs) into a third table which includes approved survey responses and in house data to then visualize. I am having trouble adding data from multiple columns into the same one as well as conditioning the data to only sync from the survey if marked “approved.” I’m new to Airtable and a bit lost. Thank you for the help in advance.

Hi everyone, I have created a scenario that connects EVERNOTE to AIRTABLE. When I import notes into airtable however the text results without formatting and I lose a lot of spaces. Consequently I can’t extract the mails contained in the text. How can I maintain the formatting in Evernote in the airtable DB? Thank you all for your answers.

Hi, I need to create a form for our sprint reviews, in which our partners can anonymously rate their confidence and commitment to the development. I have created the form with no problem, but I would like to track the average rating per question and per sprint, so I can follow the progress over time. How do I calculate an average grouped by the specific sprint?

Hi, Is there an good workflow to keep track of items in one table for different types of items / options. For example i have small woodworking shop and would like to keep track of - -screw and bolts many sizes and length -plywood etc. and it comes with different thickness / size / etc. So in the end there would be option fields that doesn’t make sense for bolt category and vice versa. Should i keep each big category in different table? Thanks!

hello everyone, I would like to change the primary field in the formula but it is grayed out and not editable, sorry but i can’t find the solution anywhere

Hi all, So I’m new to Airtable and things seem very different to what I am used to in respect of MS SQL Server as a former software developer and DBA where I would write endless complex stored procs and triggers etc. Now a restaurant owner, I decided to write a basic recipe and pricing calculator to help me with the ever changing prices of stock since covid-19 but am already stuck so I’ll simplify an example of what I’m trying to do with a with a minimum amount of tables and fields for now as per below diagram of 3 tables: So the first table ‘external_ingredients’ contains products bought from suppliers with the cost and the weight of the item in grams in this case. The ‘internal_ingredients’ table contains the recipe of external ingredients used to make the internal ingredient, and the percentage of the cost per ingredient based on the weight of what we need to make it, as well as a sum of the cost and the sum of the weight by the grouping. The 3rd table however ‘FINAL_RECIPE’ is mor

I don’t know if some of you already faced this, but 2 days ago I was not able to modifies my select fields and multi selects fields due to the zoom increase of page navigator. For those who are facing this, you just need to go to the zoom setting for your navigator and put the zoom lvl at 80%.

Hello Community, First time here. My database has supplier_table and item_table with pricelist_table as a junction table to create pricelist history between supplier, item, and date field. I create po_table to record purchase order and want to have a field to link to pricelist_table, but only link to the records that have the lastest date of matched supplier_id and item_id in the po. For example,

I track project sales leads. Every lead has the potential to turn into a project, so when I enter the lead, I also enter an estimated value. If it does turn into a lead I want the estimated value to go into the correct field depending on the status of the lead/project (Sales Status Multiple Select). Field: Estimated Estimated value goes into this field when the Sales Status is ‘Lead’, ‘Warm’ or ‘Scheduling’ Field: Booked/WIP Estimated value goes into this field when the Sales Status is ‘Booked’ or ‘WIP’ Field: Invoiced Estimated value goes into this field when the Sales Status is ‘Invoiced’. Of course, when a value goes into the correct field, the field it came from gets zeroed out. Right now I have to manually move that amount between fields depending on the status of the project. Sometimes I forget, or I put a value in one and forget to delete it from the other, which artificially inflates the project value. Any ideas? TIA!

For some reason, I’m no longer seeing the “Add option” button when setting up a Multiple Select field. Instead, all I have is the “Add description” button. See screencap below. What gives?

I am creating a due date field where i want to provide due date for each option which is present in multiselect field.

Hello everyone, I’m wondering if the following idea could be created in Airtable. Suppose I have a business that sells online adverts. When a client buys an advert, we’ll put it online and the advert will be shown on specific newspaper websites. When the client agrees with the offer, we provide the client with 2 things: An amount of clicks (the advert is clickable an redirects to his homepage) A period between a start and an end date that the advert is online. Now, what do I want to create in Airtable: I have a sales team that can spent a budget 500.000 clicks a year. So, I’d like to create a table in Airtable, where my sales team can add new clients and each client is then granted an amount (1.000, 2.000, 5.000, …) of clicks, a start and an end date. I would then be great that Airtable calculates the average amount of clicks between the start and end date and also subtracts the amount of clicks of the yearly budget. Can this be done in Airtable? Any help is much appreciated. Thanks

I have a Numbers spreadsheet that I am porting to Airtable and am struggling to replicate a summary table where I display sums from columns of other tables when they match the values in the summary table. For instance, the summary has rows with names like shoes, shirts, hats, etc. The columns are total items, price, etc. In Numbers, I just use a lookup function to sum the values (price, item total, etc.) from my inventory table for each product type. I’m struggling to figure out how to replicate this with Airtable’s approach. Since I can only run formulas with data inside the current table, it looks like I have to create separate columns in the inventory table to sum the item attributes and then use a lookup to pull those values into the summary. If I’m right, that’s a nasty, inefficient way to do this (I think I need to add 16 unnecessary columns to my inventory and then pull all of them into my summary table)… In Numbers/Excel, I could nest a VLOOKUP so that I can pull from any table

I have a base that in one table has information (name, email, related projects, etc.) from every freelancer I’ve worked with. I use one record per freelancer to store their information. I want to add to each freelancer how much I’ve paid them for each project and link the project’s name to it. There are some freelancers with whom we’ve worked once, and others 10 times. The project’s information is located in another table. I’m also thinking that instead of adding the payment to the freelancer’s record, I can add a field to the project and tag the freelancer that worked on it, but I’m stuck on how to tag the freelancer without making it manually and not making an absurdly long table. Could I use some automation here? Thank you for any insight!

I know that questions about tracking attendance have come up in the past, not always with a good solution. Here is my version of the Attendance Tracking question. I have a Guests table with directory information for guests at a homeless shelter (name, dob, gender, date of first contact, date of last contact, etc.) Nightly attendance is tracked in another table called attTable. This table has only a few fields: ID, NightOf (date), Guest (link to Guests table), Attendance (single select field with options like Present, No show, Absent-Called, etc), and Comment. I can do a simple lookup of a particular guest in the attTable to get their entire attendance history. I can show rows of attTable for a given night to show who was at the shelter that night. This design works well. The problem is that 60 guests per night times 365 nights per year equals 21,900 table rows per year. This means that my Pro account (50,000 rows per base) is severely limited to tracking only 2 years worth of attendanc

Hi, I’m looking for a template that includes a pretty basic US map with each state identified. I have data for each state and would like users to select a state on the map and see the data. It should be interactive but doesn’t need lots of bells and whistles. I found an example on github but still checking out other examples. Thanks!