Base Design

Hi, I have assigned different tasks to employees. Each task has a start and end data and workload. The real workload will of course then vary by time. I can always calculate the total workload for all tasks. But that is theorectical since not all tasks are ongoing simultaneously., Is there some way of showing me the real floating workload profile? Like for example the timeline with the actual varying workload. “This is the workload profile based on the allocated tasks”. The basic need is to get the workload profile for planning purpose.

Hi, Airtable community! Our company teaches glass classes, and we have been utilizing Airtable for our schedule for going on two years now. We love the platform. That said, we would love to take Airtable to the next level for us, but I’m a little perplexed on the right way to go about it or even all the options that might be open to us. I am not opposed to hiring a developer, but I need a scope of work. :slightly_smiling_face: We teach several different classes per day, and we have multiple members within a party. For example, our most common is for two people to signup together or to have three people signup separately but all within the same party. Therefore, each class can have up to 16 individuals, typically in groups of 2 or 3. We utilize WordPress, WooCommerce, and Events Calendar Pro for our students to schedule online. Currently, we manually enter the information to Airtable from the WooCommerce store email. We also take email and phone reservat

I’ve encountered the following situation a few times when trying to cross-reference information from multiple sources. In short, I’m creating a row for each source, with the source name in one of the columns. Then I can compare the data from multiple sources. I now want to set one row as definitive or authoritative. For example, a bibliography. My base contains lists of books taken from multiple sources. Some books are mentioned several times. This is useful, as I can compare e.g. source notes. However, I want to mark one of the rows as the definitive entry. At the moment, my approach is to have a column with a checkbox called ‘Duplicate’. I am hiding these ‘duplicates’ in an Airtable view. I’m not sure this is the best approach. I could perhaps tick the ‘best’ version and send that to another table within the base? Where I can amend the data? The desired outcome from the bibliography example is a table with a consolidated, clean list of boo

Hi There, I am responsible for reporting the number of open projects per month that my team works on and breaks it down into four project categories. I am trying to build a Base that does the following: Master Table that lists all projects and assigns each project a category A form that feeds into a table that each employee records daily projects worked on as multiselect linked record An automated way to count the number of projects that were touched in any given month by both total project and breaks out into the four project categories above. I have built point 1 + 2 without issue, but I am having trouble with point 3. Any help would be appreciated. Best, Colin

Hey everyone! I am trying to learn best practices for how to link tables. My goal is to create a Data structure that will allow me to filter the records in a table based on features that are linked to that record in the same table. I created separate tables for each feature that are linked to the table that I’m trying to filter. Questions This creates an array of values as a result in each table that is linked even thought the table for the feature itself is a list, not an array. Is this going to cause problems down the road? when I create linked features in the tables, it automatically creates another column that references this link. Why does Airtable do this? Should I delete this extra column? Thank you!

I need a deep dive course in Airtable. My immediate task is to Take a client list (that is imported from google forms) Then add jobs to that client Then have a another table in the client base that is materials Then be able to make a shopping list for each job By going to the material list and multi selecting the job (which is been rolled up from the jobs field in the client table) And while we’re at it, I need to record each site visit per job per person so it would be great to have the multi select list available for the after action report Currently using an outliner or a moleskin notebook harhar Seriously I would pay somebody to tutor me Thanks

Hello Airtable experts, I’m trying to solve the issue below and tried with links etc but my scripting knowledge is limited. In excel I have multiple columns. Date the student is set to graduate, today’s date. The difference between the two that calculates the ROW. And the message pulled from the second student tab. Is there a way to do this within Airtable to auto populate each day with the correct messages from the second table?

anywork around for this SUGGESTION/REQUEST: Please provide a bit better formatting for Long (Rich) Text fields

Essentially, I have a custom view – “January '22” – it has a standard # of records that I’m going to use in “February '22” as well, except all the entries in the fields will change. I can’t for the life of me figure this out, as I know I have to actually duplicate all the records (as if I duplicate the view, it won’t create new records). Has anyone solved this?

Hi Airtablers, I’m really stumped here. My base was working great until I needed to add a scoring system where I want to make a few calculations, but the table linking is just not cooperating with me. I have 6 main tables here: Networks (linked to Devices) Devices (linked to Locations, Vendors, Tickets, and Networks) Vendors (linked to Devices and Vendor Scoring) Locations (linked to Devices) Tickets (linked to Devices) Vendor Scoring (linked to Vendors) I’m trying to create a scoring system of each Vendor by looking at their total number of tickets and the average time to close/repair a ticket. But I can’t s

I would like to ask the community for input and ideas on a problem I’m facing, which is: How can I track business travel expenses in a AirTable Interface (from Table: “Trip Tracker”) using receipt data from a different table (Table: “Expense Tracker”)? The table “Trip Tracker” is a kind of dashboard that lets me track the status of multiple items for every trip (dates, host, invoice amount, team members, etc.). I created an Airtable Interface that is very, very useful for me to keep status on trip details in a helpful presentation. The table “Expense Tracker” is going to have one record per expense, and keep track of all of the expenses for each trip so I can reimburse people, and bill clients. I would like to populate the “Trip Tracker” interface with a table (i.e., grid) of all of the expenses for the relevant trip from the “Expense Tracker” table. Ideally, this would be a grid of the expenses with rows and columns displayin

I have one Patient table with fields for Email address, Patient name, and Contact info. I also have a Visit Detail table that I am trying to link to the Patient table by matching the Email address, then looking up the matching Patient name. The problem I am encountering is that when I attempt in the Visit Detail table to make the link in the “Customize Field Type” of the Email Address or Patient name of the Visit Detail table, the drop-down list of tables to select from does not include the Patient table. In both tables, the Email Address field uses field type of “email”. Patient name is single text in both tables.

Hi I am able to do this manually - by creating a field with a formula, but I am working on a 5 year project so making 60 columns and typing in the formula each time is a little tedious! So I wondered if anyone had any clever ideas? Essentially, I have a table of transactions - with a field showing which year / month (yyyy-mm) the invoice will be paid. I need to show our Finance Director a cash flow report (very easy in Excel!) with a column for each month over the next 5 years. I can create a field / column, with a Lookup field, only showing transactions for the month (the field name would be Jan-22 for example) - but that would take a while to set up - as mentioned above - 60 columns / formulas to manually enter - even with duplicating the field it would take a while. I’d also need to show cumulative total (so the total of all spends up to that specific month) Any ideas? Thanks, Andrew

I have the following initial situation The opening hours of my business are defined from Monday to Saturday and vary in length. Furthermore, more than 10 people work in my company, with whom I have to cover the opening hours. This means that each employee has different working hours per weekday. These working hours differ from employee to employee. So the absences of my employees are not calculated in days but in hours. E.g.: Employee 1: Monday 8 hours, Tuesday off, Wednesday 8.5 hours, etc. Employee 2: Monday 9 hours, Tuesday 7.5 hours, Wednesday off, etc. What I would like to achieve now: By means of a form, an employee should be able to request “absences”. He should enter in one or more datepickers the dates on which he would like to be free. Once the form is submitted, a new “vacation entry” should appear in Airtable, which, based on the example above, displays the correct number of hours for the employee for the day in question, and thi

I’m wondering if there is a useful airtable app or organization strategy that could be used for freezer mapping and sample organization? It would be similiar to an inventory catalog but would need to track multiple freezers/shelves/racks.

Hello, were looking for someone that can look over our database and see if there is a better way to link tables, lookup information, and get the most use out if. We feel like we have inconsistent linking and double entries on several things. It’s a CRM for a small business offering two different types of services, which are all conducted by appointment. We attached the setup as it is now, - disregard the 1-1. 1-m, lines etc. they are inaccurate, but the Tables are how they are currently setup. Thanks in advance!

Is there a way to enter in the date then move to the time portion of the field using only the keyboard. Right now, I can enter the date but I have to use the mouse to move to the time portion of the field.

Thank you in advance for your help. I found a similar thread already but it doesn’t quite answer everything I need, so please bear with me. My company writes books for service professionals who want to help people and gain credibility/visibility. We use the same process to write these books for every author-client. There are lots of deadlines that, if moved, would need to shift the dates of everything that comes after. There is a thread that solves this but takes weekends into account. I can’t take weekends into account because there are so many steps over a period of several months, that if I take weekends into account, one shift could result in delivery of the final product weeks or maybe even months. Is there an elegant, uncomplicated, easy solution to this?

I’m creating a Nonprofit CRM manager for a jazz festival. I have organized a base for sponsors, which are essentially an ACCOUNT. For CONTACTS within the ACCOUNT, I’d like to be able to list separate contacts, such as CMO, CEO, etc., and they all should tie-in to the master ACCOUNT. How can I tie them together so if I click on ACCOUNT in the Kanban view the multiple contacts appear? For some reason when people create CRM databases they only list one contact per account, which is not realistic in the real world, there are always multiple contacts at each account (or sponsor). Thanks!

Here’s my situation: I have a rather massive excel workbook that I’m trying to migrate to airtable but can’t figure it out – I’m doing something wrong. And while it may be there, I can’t find the answer in the various support documents. This is what I have. ========== CONTACTS: CONTACTS is a master table listing past, current, and potential supporters (donors, volunteers, endorsers, etc.), containing basic contact information, bio, etc. A given CONTACT may be a donor, volunteer, endorser, or a combination thereof. Have about 900 contacts. ============ DONATIONS DONATIONS contain records of each donation made by persons listed in CONTACTS, with details regarding the donation (date, type, source, method, date deposited, etc.). Each person listed in CONTACTS will have zero to many DONATIONS records. I c

I have only just got started with Airtable, and I’m currently on a free account, so I’m not sure if this is doable at all, let alone without upgrading. But I would love to find out if there’s a way to do what I have in mind. Basically I am creating an income/expense tracker. In one column, I want to choose between Income or Expense. Then, in the next column, I have a list of possible income/expenses listed. If Income is chosen, I’d like only Income items to show up, and the same for Expenses. Is this possible? I can’t seem to get it to work. Currently I have color coded the Expenses in Red and the Income in Green to make it easy to identify them, but I’d like to simplify it further and keep from having to scroll so much. I’d love any help. Thanks!

Since finding Airtable, we have been actively creating many apps to digitise our businesses. So far we pretty much have a base for each app. Some apps are for a specific company of ours, whilst some like HR and Tax/Assets are apps that apply to more than one of our companies. We use Stacker as the interface for most users. We have come to realise that there are some data that might make sense to be thier own base(s). Contact (suppliers, customers, staff, everyone any company comes into a transaction with) is one example. Products is another (things that all companies buys, and in some cases, maintain as assets). So, I would like some advice if it does make sense to create these two data sets as their own Bases and sync one-way to any destination base that needs/interacts with them. It would presumably mean that Contacts and Products become it’s own separate app, and anytime a new Contact or Product interacts with any of the other apps, a new record needs to first

Hello all I am pretty sure I could achieve what I would like to do in Airtable, but I know it will take a bit of time to set up - so wanted to double check and gauge opinion on here first. I am currently managing a large budget in Excel and it’s a mess. I don’t get access to the live accounting system my client uses, so rely on inputting invoices as they are sent to me for approval. I then cross check this against reports sent from the finance department monthly - to make sure nothing has been missed. I need to be able to set up budget areas on two levels - For example : Main budgets could be : Set up costs, ongoing costs, venue specific costs Secondary budgets could be : Lighting, Scenic, Props etc I then need to be able to assign transactions to the relevant budget (ie - setup costs>Lighting and ongoing cost>Scenic) I’ll need to be able to produce reports (and I think this is where it gets tricky in Airtable) to send to the Fin

Hi Everyone, I am attempting to create a database of my entire inventory of items for my Antique Store. When selling an item, I am logging the transaction and linking the Item # to that transaction. Of course I cannot sell an item more than once, so I was wondering if there is a way to declutter the possible selections for linking a record. Example: I sell item #1 and create a transaction ID for it. I link item #1 to that transaction ID. I sell item #2 and create a transaction ID for it. I do not want to see item #1 as a possible record to link to. Is this possible?

I have 15 tables in one base now, and I’m trying to decide if I should be more aggressive moving over tables to a new base. I was scarred by the limitation (25) of automations previously, so trying to learn ahead of time.