Base Design

Hello Airtablers, In my base I have a growing list of contacts with links to other tables such as their company/organization and the state the contact is in. I’m now starting to include the cities and states linked to the company/organizations’ headquarters as well. The issue is that so far I’ve just had a table with 50 states plus territories, but now I have companies that are headquartered in other countries I’m thinking i’ll have to create another table of countries? Or just create a new field for countries in the current organizations table? Also worth noting that I just want the HQ city info to be a simple text field. I currently use Stacker to create a front end application linked to my Airtable base and I’m not sure how to structure this update to my base so that I can keep my linked table of US states from getting cluttered with foreign states. Any ideas/thoughts are welcome!

How do I create a project and then assign subtasks to it? I’d like to view my projects hierarchically. Ideally I’d see all 10 projects in a single view. Then I could click on one and add tasks, view tasks, etc In Agile terms I want to create Epics, Stories, and Tasks. Thank you.

Hi, I’m looking or a way to combine tables in such a way to get everything in table A that is not in table B. In my use-case, I have a list of modules (table A) and a list of people who have attended those courses (table B). I wan to find out for each person, which courses they have not attended. Table A fields: Grade, Modules Required Table B fields: Person, Grade, Modules Taken Looking for Person, Grade, Modules Still to Take I am very new to Airtable and am just finding my way. I am comfortable with tables, views and linking fields/lookups (I think), but other than scripting I can’t see any obvious way to achieve the result of a difference operation between the two tables. I hope someone can help, thanks.

I have a field that contains basic HTML (paragraphs, bold,…) and currently set as “Long Text” field. Unfortunately the HTML is not being interpreted. I’ve tried to toggle “Enable rich text formatting” but the HTML is not converted to rich text. What’s the best way to deal with HTML fields?

Hi There, I have a base that automatically date stamps when something moves through my content funnel. I would like to find a way to automatically count the number of date stamps for each month. My leads are sorted by status: First Contact, Initial & Follow Up, CAM Meeting and Play Session. When I change a leads status it automatically puts a date into the below fields so I can see how many reached each point, each month. I would like to have it so another field automatically counts how many date stamps there are in each month. For example, if I had 16 'First Contact leads and thus date stamps (as with the above image) in November, it automatically put it into the below table: Any help would be appreciated, thanks!

I have a simple pair of tables to collect and process usability testing notes. In my main table, I have each note as a record, and there is a lookup field for tags that apply. The tags are in a linked second table. I.e., each note may have multiple tags, and each tag may have multiple notes. I want to view each tag with a list of the corresponding notes below. I can see that here in the expanded record view. Like this: But I can’t figure out how to do this in a grid view to get an overview, e.g., with groups. I get all the tags aggregated or the notes aggregated. Like this in the second group: I suspect this is a simple issue but I can’t figure it out. Suggestions?.

I have a task table that includes a single select field for the collaborator responsible for the task, I am looking for a way to auto-populate other data about that collaborator (their phone number as a simple example). I thought I could have a table of info about each collaborator but the Collaborator field doesn’t seem available as one of the fields I can use to use LOOKUP. Any ideas?

I have no idea how to design this aspect so I will just spell out what needs to happen. I will be working off of the free version for now. Ultimate goal is to create a database to hold all my subcontractors information. Contact information, skill set with level of proficiency and program knowledge with proficiency level. i.e. Collaborator John Smith will look up one interface screen and see all his contact information and his chosen skill set and programs. Another interface will be available for each collaborator to look up a skill set or program and receive a result of the name, email address, skills and programs of all collaborators that match that criteria. It is ok if this result is just pulled up in a filter table. I am having a problem designing the base to collect the skill set and program information the correct way. Example of what I need to capture 1st table has Collaborator name and contact info. Skill set will include information such as: OPTION A - OPTION B Bookkee

I have a basic two table design: tblACCOUNTS and tblACTIONS. The tblACTIONS has these fields: Description, Date, Status, and Account. The latter is the link back to the tblACCOUNTS records. tblACTIONS will have lots of records for each Account, but typically only a few with Status=Open and only one with Status=Open AND the most recent Date for that one Account. I want to have two fields in the tblACCOUNTS that show me the latest Action record Description and Date, where these query/filter criteria apply (in pseudo SQL): FOR EACH Account WHERE Status=Open AND DATE = Latest the result being my tblACCOUNTS shows not only my tblAccount native fields, but also the date and description of the “last action” (as defined in the above pseudo SQL) for that account on the one row. Can I do this? How? Tks.

Hi guys. I would like to make something like this (picture) in my gallery view. Im talking about those categories that consist of fields. Is it possible to do in airtable?

Hello Aerotabulators! We are small online translation agency. At present, we use a Google Sheet to keep track of client orders/linguists whom projects are assigned to/delivery dates/status (not quoted/quoted/assigned to linguist/delivered). This system starts to burst at the seams. Question is: is Airtable the tool we need in order to create a simple project tracker? We would like the new system to be dynamic (we can e.g. look up all jobs that are late or find all jobs that are completed so we can invoice). Ideally, this is something the team, which is all over the planet, could access. If there was a way to create quotes in Airtable, email them to client with an “accept quote link” inside the email and a loop back to the Airtable database, we would probably cry with joy. Only asking the Community before we dive in – your advice could save us a sharp learning curve. Cheers!

Hi! Is it possible to have a form populate a linked field? For example, if I want users to fill out information about themselves, and I want the “organization you work for” column to be a Linked Field, how do I allow users who fill out the form to “add” a new record for their organization? At present, it will only allow them to select organizations already in the database. The workaround is to create a text field called Organization and then convert it to a Linked Field later, but that’s not ideal. Any way to do it or just not possible?

I set up most of my air table a few weeks ago and came back on today and features have disappeared. The Colours Option at the top has gone but I have also lost all the multiselect options when I click in the cell? It’s made it not very usable. Is this a glitch?

Hello everyone, I am quite new to the Airtable world and for this I ask you for help. I have 1 base with 1 Employees table (with all the personal data) and 1 table with the relative data refresher courses and related expiration dates, type of certification, etc. (each employee can participate in many courses) What is the correct setting of the 2 tables like the definition of the primary fields? Thanks 1000

I am new to Airbase, having used spreadsheets for many years. I am trying to create a learner progress tracker, but have hit a brick wall and need some guidance please. I think I have structured the base incorrectly to be used efficiently. I am trying to set up a base that will have learners who are linked to a qualification which contains multiple units that contain multiple criteria that have to be passed twice for each criteria. I have so far created linked tables for learners, qualifications, units and criteria. These work fine for one learner. My issue is that when I add a second learner, I have to duplicate the a copy of the units and criteria tables and manually link it to the qualification table. As I have over a hundred learners this will get quite large. In a spreadsheet I can split cells to form sub headings, but I can not do this in Airtable. Any ideas would be greatly appreciated. Thank you in advance.

Greetings! I’m managing forecasts and actuals in a base with multiple tables. We built all the budget line items for each project in Table A. For example, forecasts for Q1 Project Sock has wage = $10k, prof services = $20k, and contract labor = $55k. Basically a table with each column as a PnL item. We have a separate table and view for finance partners to complete the actuals against these forecasts. However, to avoid having 50 columns and causing fatigue, we have Q1 Budget as a column. As such, the individual line items show the project total ie wage = $85k, prof services = $85k, contract labor = $85k. How can I connect or create a formula that pulls from Table A only the line item amount into the finance partner view line items? Thank you!

I am trying to keep track of a modest inventory of trailers. Sometimes they are here, and sometimes they are out… But I want to audit everyday… looking to easily find the trailer brand/serial number and check of several conditions (location, contents etc…) and print this information… is this possible in Airtable, and if so, how?

Been tinkering away with systems and methodology - this evening I got thinking (dangerous in itself) of how I could use Airtable to design/showcase product codes, and hopefully even allow users to develop their own products with this base. However, preventing me from pushing forward is a limitation of Airtable that’s stuck year on year - but interestingly it really hasn’t bothered me until now… where I realise it’s kind of in the way and a big deal… so I figured I would try my luck and ask for some opinions on these lovely forums. So for an example - Let’s say, we’re Willy Wonker’ing it all up in our bases :tophat: :lollipop: ; We can use this “Candy Code” table to name and design our candy products and associated codes - however, as the colour red can apply to both strawberries and apples, we have a slight dilemma with a need for adding multiple reds into the Colours Table. Sure, we can filter views via themes so that the “Apple Red” only shows up under an Apple view, and a “Straw

Hi there, Fairly new to Airtable, and I’m wondering if it’s possible to add fields to the view you see when you access the pop-up related to a linked field. It looks like it only show three fields. Does Airtable allow you to add more. See screenshoot. Thanks, Sam

I have Table A where a user inputs some information to make a record. This information gets concatenated to create a code (Input Code). This code I want to use to search in Table B for a matching code. Table B is my ‘Rules’ table. Next to each input code, is an output code. I want that Output code from Table B to be sent back to Table A which is then used to populate some further fields based on what text is contained in the code. So Table A is my main table. Table B is my ‘Rules’ table which is comprised of many ‘Input Codes’ and in the next field, an ‘Output Code’. I want to be able take my concatenated code from Table A (a.k.a. my Input Code - which is generated by concatenating info the user has just entered into a few fields in Table A) and search through Table B for a matching ‘Input Code’. This matching code has a correlating ‘Output Code’ next to them which I want to bring back into Table A. This output code is used to populate some further fields in Table A. I am essentially t

Thanks in advance, attached DB schema and issue.

Is there a way to synchronize filters between tables? Table A: users Table B: books Table C: movies I want to print books and movies for a single user. I go to table B: filter them by user name. Then I print it. I go to table C: filter them by user name. Then I print it. I’d like to apply one filter (by user name) on both tables at once. Is there a way to do that?

Im made few tables and make “Link to Table” fields, how can i make disabled already choosen field?

Hello everybody, I created this multiple select fields, and as you can see in the picture after I put “102 &103” in the first record and move to the second record then the options “102 and 103” also show there. Now I know this is the basic design of Airtable but is there a way where if I put multiple options in a record I would not be able to or they wouldn’t be visible in any other record in the same column? Really appreciate your help and thank you for reading this

Hi, I’m new to Airtable, and I’m trying to make a field that registers the record number “1, 2, 3…”. I need it to be able to order items and map this order to a third-party app. Any idea how to do it? Thanks, Javier