Base Design

I have a decent sized based we’re using as a CRM. Every entry is tagged with a representative’s name in a single select field. Over time, some reps have come and gone, and I don’t want to have their names available to select for new enteries, but I don’t want to lose the data of who made previous entries. What I really wish I could do is toggle certain single select options on and off, but I don’t believe I can do that without losing the formatting that we have now, which is helpful. Anyone know a way around this? Screen shot below of what I’m trying to achieve. I do not want to use an interface to resolve this problem, as my team typically does not use interfaces that are built for them! Thanks for any advice you all might have! 

Hello,I am trying to figure out how to create this base without over complicating it. I have customers who need to request licenses for three different softwares. This needs to be in the same form. They need to specify length and quantity of those softwares.  In the from I'm also asking for basic customer information. I've currently set it up so the customer picks the software from a linked table, with conditioning then asking for 'Length' and 'Quantity' for each selected software. https://airtable.com/shrw2mPLjYm203vkk My problem is, that in my base, I'd like separate records for each software picked by the customer, but I'd like it to happen in one form submission, so the customer doesn't have to do it more than once:  Customer 1: Software ACustomer 1: Software CCustomer 2: Software BCustomer 2: Software C

How can I default to opening bases from the icons as it used to be instead of it opening interfaces always when clicking on an app? Very inconvenient for many of my users.

I am trying to use Airtable and Softr to create a page with fund applications for individuals so that I can track which year a fund was applied for and what its status is (ongoing, granted or rejected). It is important that each fund is presented on individual lines through Softr. If you look at the picture, that is how I want it and managed to do it with Google Sheets and Softer. But I am having problems with Airtable. Does anyone have an idea how I can do it?  

Is this base design possible? See image. I need to schedule a variety of sessions categories (29) across a variety of times. Each of the session categories has a varied quantity of allocations. In the photo attached, at the top you can see the session times and the rooms. In each cell is a pull-down list of the allocation type. At the bottom left in the image, you can see the allocation type and the quantity. The table at the bottom sums up the amount of time session allocation abbreviation is entered in the top table and then allows for a horizontal sum calculation.The top table would be very easy to construct. What I’m wondering is if we can make the bottom table a visible entity on the same table? It will be important to see totals as the sessions are allocated. 

Let me first preface these questions with I’m a vet tech not a computer programer/data person, and I’m only doing this for my hobby. I have these two PDF files that I would like to add to my air table to help me classify my model horse show string. I would like to put conditions on the drop down list so If I select one general breed or specific breed or class only a certain list comes up,  Is this possible? What is the best way to do this?  Thank you for your help- Sirena Breed Cross refBreed/show class reference

Hi, I’m trying to build an event management board. Some of my events are recurring, but the current date data type does not allow multiple ones. Do you have a best practice for it? One way I’m thinking about making a separate date table, and link the event with the dates. But the calendar view looks odd for this date table, as it use dates as the primary id and does not allow me to display big event name on it. Also, I don’t know how to filter the ‘date’ data based on conditions in the event table.  i.e. if I want to only show the dates where the event has been confirmed.  Wonder if you have better options? And if yes, please show me!! If not, how to make my current date table better looking?

Hello everyone,I've been working with Page Designer to create invoices that sometimes span more than a single A4 page due to the length of item lists. In tools like Excel, I've been able to manually manage page breaks and ensure that content flows smoothly from one page to the next. I'm facing challenges achieving this in Airtable's Page Designer.The challenge:When I have a list of items in an invoice that's very long, I need the content to seamlessly flow over multiple A4 pages, maintaining the same design format. This is something I could do in Excel by manually adjusting the beginning balance on a new page, but I'm struggling to replicate that here.Has anyone encountered a similar issue? If so, how did you address it? Are there any workarounds or best practices that you've found effective?I appreciate any insights or solutions you might have!Thanks in advance!Sasi

I have a Master Inventory of all line items for a project. We then create Material Requests where we collate a number of these line items (maybe a few hundred) per vessel sailing. I need a way of effectively viewing the Inventory and selecting a checkbox or similar, then allocating these items to that Material Request. This creates a new record for that item. I can go into my material request currently and select individual items that are added, but cannot find a method of bulk selection and allocation.   

New to AirtableJust cannot get this to workThe first 3 records….all the same - adds up to 22.In what I hoped would be a summary table - one record the same as those 3 using the MTOX fieldbut this is all I get 

Hi everyone! Our library uses an Airtable base for approving programs, some of which are one-time and others are repeating. We’re running into a problem where we’re sometimes overbooking on a single day (this is across multiple branches, so we have the room, but we try not to host too many programs on one day) and we’d really like to see all our programs on a calendar view. The problem is with the recurring programs. Right now, the base is set up with a text field where programmers put in their dates (e.g. “every third Wednesday from 11-12”) but obviously Airtable can’t read that. We could set up individual date fields for each occurrence, but some of these programs are staples, held dozens of times a year and would necessitate dozens of date fields. As a work around, I tried making a separate “Calendar” table with the dates as primary fields, and then in the main table, the date field became a linked record field. In Calendar, I created a calendar view and that techni

HelloI have two tables Customers and Orders. They both have a CustID to link the order to the customer that placed it.I need to import a CSV file to Orders and this includes the CustIDI can import as a regular field but can't figure out how to import it and have the Link to the customer tableThanks in advance for any helpMike

Hi AllI have a Base A with Table 1 and Table 2. One of the fields in Table 1 is a linked record field to Table 2.I also have Base B with Table 1 synced to this base.Rather than showing a linked record from Table 2 in the field in Base B Table 1, a text field with the entry in the primary field for Table 2 appears - is this expected behaviour? If so, how should the setup be structured to show the linked record? If I have a Table 3 in Base B that has a linked record field to Base B Table 1 and I want it to have a lookup field to the linked record field already in Base B Table 1, is that achievable?Thank you.

How to make new inventory items automatically link to the corresponding room in our building by linking or with a formula or automation.When a new item is added, how can I make that item auto populate in another tab by room (multi select)?This is the base. We have a robust inventory with “ALL ITEMS” and items by room. We want each item entered into “ALL ITEMS” to populate in the room selected via “multiselect.This shows the multiselect tab. Any assistance is greatly appreciated!

I’m trying to create a database to track income from various deals. I have several different types of deals with different commission rates and they are covered in separate tables - but often several types of deal will apply to one title (I’m a literary agent) and I’m trying to bring it all together so I know, for each title, what the author earned and what the agency earned.I’ve successfully set this up using look up fields for one set of deals but now I’ve started adding in another set and something is going wrong but I can’t see what I’m doing differently. The main information is clearly coming through because the name field (which is generated via automation when the original table is updated) but the look up fields for those records aren’t pulling through. Any thoughts why that might be? Thanks   

I'm running into an issue with how our team interacts with our employee database through interfaces.We have staff who need to edit certain fields in the record detail view, but we're constantly running the risk of someone accidentally overwriting key info with a wrong input. Making the detail record view view only isn't an option, because they still need to be able to update certain data when necessary.What we really need is some kind of toggle in the detail record view that lets you switch between "view" and "edit" mode—so by default it's safe to browse, but editing can be turned on when needed.Is there anything like this available? Or any workarounds you've used to prevent accidental edits while still allowing flexibility? Thanks! 

Has anyone found a workaround for being able to track who submits a response setting blocking people without Editor seat type being unable to upload attachments in the form?I have a form that we need to see who created the item and also allow them to attach items to the attachments field. When you enable the “See who submitted a response” setting it appears that only users with Editor seat types are allowed to upload items. I've tried adjusting the permissions on the attachments field itself to allow setting it via forms, but that does not solve the issue. 

Hi. I am using Airtable to track Multiple projects in my role as Chef of Staff. Each Project has multiple smaller projects each with its own set of tasks. Each project has its own list of vendors and different individuals responsible for activities to that specific project. Each project has its own budget. I'm struggling to figure out how to load this format in my Base which I call Anatoli's Super Tracker. Can you show me where to learn how to do this or give me some directions. Thanks. Dave. dave@nexttackconsulting.com.

I unable to add a new record by searching and linking to employee by searching for first name. I have two tables. A occurrence table, and employee table.This inputs into occurrence table. Only link between occurrence and employee table is employee ID. Any recommendations?   

I've created a summarization in excel that I want to replicate in airtable, I can't for the life of me figure out how to do it.I have a production operation for large machines. Here are the main steps: I pick up inventory on Date A, at a cost of X I predict I will sell the inventory on Date B, at a revenue of Y My data table is: Machine Build #, Date A, Cost X, Date B, Rev YI want to summarize a bunch of things on based on those dates, costs, and revenue.A. By week, how much am I going to spend buying inventory (sum of Cost X, by week based on Date A) B. By week, how much cash am I going to generate selling my inventory (sum of Rev Y, by week based on Date B) C. By week, how much inventory do I have (Sum of Cost X, based on Dates A and B)Any thoughts on how to do this??

The customer > order > product linking example use case is clear to me.What’s less clear is having 12 tables of similar data for 12 clients and how to link them into a master table.The 12 clients share 8 core fields including a unique identifier for records. Each client has 4-6 fields unique to their business. Those 48+ unique fields make one table cluttered, and in my opinion, necessitate 12 tables linked into a master table. That way, each client can have their particularities, but I can have a master table, master calendar, insight into potential staffing issues, etc.How do I set up a master table to pull all records (and 8 core fields) from 12 tables that all share the same unique identifier format?

I have a field with multiple select options in a table. When I click the Approve field (checkbox), I want the data (the selected options) to be copied to a namesake field in another table. Currently, I have the namesake field in the 2nd table as a single line text and so it works. However, in the 2nd table, it does not appear as multi option data. The challenge is that I am running a marketplace app and I want to create a filter-based search option and single line data doesn’t work. There is a video posted in a previous question but that doesn’t solve my problem. I also tried to link the 2nd table’s field to the first but no luck. Would this be possible in the first place? As always, many many thanks for the tips. 

Hello everyone, I embedded the Airtable form into my website but the font size of the answers is too small. Can I make it bigger somehow? Thanks in advance

Hi If it’s doable, I’d like to solve this problem. For the sake of simplicity, there are two tables in the base: Projects and RFPs. In the Project stable, there’s a single select “Project Type”, with options “Project; RFP”. I would like a lookup field in the Projects table that’s only enabled when “Project Type” is “RFP” to look up the relevant record from the RFPs table. Can it be done?  

My base has a subtask column - I can an unlimited amount of subtasks I need to be able to have a dedicated status option for each subtask. I also need to allocate each subtask to a different user