Base Design

I intend on recreating my company’s current system in Airtable. I have two separate departments that share the same customers. How could I create one base for each department but having a shared table of customers? Furthermore, both departments should be able to add a new customer to the shared table on the fly. Can anyone share ideas?

I’m trying to build a dashboard for investors on top of our sales and client data. I don’t want them to have access to the data itself, but only see charts and summarized values. I believe that with the built-in Airtable data visualization tools, this is not possible as I have to give access to the entire base. How would you approach this? Which third-party app would you use for some simple graphs and sums? Thanks!

I’m working on a project in my Airtable base and a bit stuck on how the approach it. I have a database of people. Lets say there are 100 entries with 100 different people. What I would like to do is make a new tab for a project tied to some of those 100 people. Let’s say 25. So I would like to be able to select 25 of the 100 people and put them in this new tab linked back to the main database of 100. What I’m not sure of is what the best way to do this is without doing too much copy/pasting. And then beyond that, I would like to be able to easily replicate the process for new projects on new tabs. Any insight would be appreciated.

I want to create a database that has a master table with one key column, but subsequent child records have primary keys of 2 columns, with one of those relating back to the master table. This is standard relational design, but I don’t see whether I can implement this of not. This would have to be supported in a form so that I can see all of the records in a child table related to one record in the master table. Can I do this? How?.

Not sure if I am abusing the system by trying to do this… I want 4 tables. Table 0 is a “common” table containing basic contact details for a person.(name/email/telephone etc) Tables 1 to 3 are clients, Candidates, and Users. These table want to reuse the fields from table 0 but will have specific fields for each. (From an OO perspective, Table 0 is a super class and tables 1-3 are subclasses of table 0) The reason for this is for maintenance purposes. e.g. if I want to add a facebook ID to all contacts, instead of adding it to 3 tables, i can just add it to 1 (table 0) I have created links from tables 1-3 to table 0, but I want to make sure that when a user creates records in tables 1 to 3, they are forced to also create and populate a corresponding record in table 0. And when a user opens a record from tables 1-3, it displays all fields from it AND table 0 If its better to get rid of table 0 and duplicate those fields in tables 1-3, is there any way to “group” them? (Basically this i

I am trying to set up a base that lets me plan out my purchasing for the next year. I have something similar set up in Google Sheets, but was hoping for more views and control by moving it to Airtable. In my base I have a recipe book table (BoM) that says, for example, for a cake I need 50 flour, 20 sugar, 5 strawberries. For cookies I need 20 flour, 10 sugar, 30 chocolate chips. The structure of that table is: (Concat A and - and B) | Final product | Ingredient | Quantity Cake - Flour | Cake | Flour | 50 etc. I have table that is a schedule of things I am planning on making (Build Schedule). The structure of that table is (currently) Month Year | Cake | Cookies September 2021 | 30 | 28 October 2021 | 50 | 80 etc. Want to create a table that will plan out what ingredients I need to have by each month. For example: Ingredient | Qty on hand | Multiple | Needed his month | To buy this month | Amount remaining after this month | Needed next month | etc. Flour | 0 | 200 | 2500 | 2600 |

This is a tough one to describe in one sentence. Basically, I have a group of people who “sponsor” one another. There is no real hierarchy. Person A could sponsor Person B who could sponsor Person C who could Sponsor Person A. Some Sponsors might have multiple Sponsees. So I have one field, “Name”, and another Field “Their Sponsor” that links to the Name field. So I can see each Sponsee’s Sponsor, and what I would like is a way to see each Sponsor’s Sponsees, ideally in the same table. And, ideally, when the field “Their Sponsor” is updated, the “Sponsor’s Sponsees” field is automatically updated. Thanks in advance.

I have the following Tables. Teams. Production. Performance In table Production the data are imported as an entry in a daily basis and after that they are categorised in weekly basis. I want for the performance data to be rolled up from production table BUT in weekly basis ( not daily ) and by each team .Is that possible? Thanks in advance.

Hello! I have a question here. I use Zapier to integrate Airtable and Facebook Messenger as a way to maintain my customer support. Messages sent to my Facebook Page will be created as records in an Airtable table. Here’s what it looks like: https://i.imgur.com/zRsho7J.png As you can see, messages are always sent back and forth, so I group the records by Sender. But as the messages start to pile up, I want to have the latest messages (or the groups with the latest messages) to be on top of the table. However, if I sort the records, they will only be sorted within the groups, and groups are sorted by Sender alphabetically. Is there any suggestion to do this?

Hi all – I am building a production pipeline database for the nonprofit where I work. We currently track web publications, email, events, and social content in separate bases and that has made it difficult to visualize everything together and do cross-org and program-specific reporting. Our new base will unify all those content types into one pipeline for better reporting, more consistent data, and also tracking relationships between content types (ie, social post X is promoting web content Y). The different content types (Web, Email, Events, Social) have some shared fields, but each also has many fields which are unique to that type and our processes – tracking social content has different data than web content, for example. With that context here’s the question: One table with all items regardless of type OR a table per item type and some kind of ‘unity’ table that brings things together for reporting and planning? Option 1: One table to track all the content regardless of type. C

I’m brand new to Airtable and want to build the following: A project template that individual teams complete across the organisation A central dashboard view of certain fields from all projects e.g. total number of projects, total value of projects etc. Basically I want to be able to get a real-time overview of certain aspects of all projects. Can Airtable do this? If not, other there good no-code alternatives out there? Thanks!!

Hello! I’m trying to merge the data from 2 separate fields whenever they are updated into another field to keep a history of those changes. The first field is date and time, the second field is a single select of location. Ideally, this information would just automatically copy to the next line down of a long text field whenever it’s changed. I have no idea the best way to go about this. Thanks for your help in advance!

Hello Everyone, I spent the entire morning trying to figure this out but apparently it’s not possible. We have a supplier who sends us multiple packing lists per order. each packing list is basically a box with tracking number. Please check out this example base: Airtable Sample Orders - Airtable I NEED A SOLUTION TO PULL ORDER QUANTITIES FROM ORDER DETAILS What we’re trying to achieve, is to rollup the Quantity per each product per order in 1 line. So the only way to do this is to get all the rows that match order number & product number, then rollup their quantities. Thank you in advance.

Hello everyone, I am rather new to data tables, I can find solutions for my computer problems. but the i need some advice on whether my project can be done with airtable. I belong to a diving club. there are students in training N1 N2 N3 or other types. There are training courses with different evaluation criteria. There are monitors. I would like to be able to build a system that would allow the instructor to assess a diver at each end of a dive according to his level of training Have a student evaluation sheet depending on the training (s) that took place at a given time. If a student is in L1 training, the instructor will have a form where he will indicate a date, a dive site, a student then he can have an evaluation grid according to the level of the student. When the student has his level, he will have access to the evaluation of N2…. I can’t figure out the different tables and relationships I need to create … :slightly_smiling_face: Thank you in advance for your help.

I have entries for each Team member in my company. I want to assign them: Soft Skills Hard Skills and to give them ratings for each skill (eg. Employee 1 has React Front-end Skill - 4/5 stars) How would I do that? I tried making a separate table with skills and linking it in my Team member table, but I can’t figure out how to set the ratings to be different for each one.

Hi everyone! Were trying to build out our company database and are stumped on a couple things. We do one invoice item by zip codes which are broken down into 8 different zones. Based on the user form input how can we match that zip code to the zone and retrieve the price for that zone. How should we setup at table for products that contain unique access codes. So the product is the same, however each client receives a code to access the prodcut after purchase, that code can only be used once. What is your suggestion on how to setup this in Airtable? Thanks!

I am setting up a Directory within Airtable that will enable someone to select the best payment solution for their business. It will be a carbon copy of the Case Study on Softr’s website (see image). If someone needs an invoicing solution, for example, they would click the “Invoicing” category on Softr, and the payment solutions would appear. But I have 2 challenges: (1) For certain solutions, like Square, could come up under multiple filters such as “Point of Sale” or “eCommerce” or “Invoicing”. If create a column with ‘Multiple Select’, would that work? (2) Some solutions will be for B2B payment solutions and the other 80% would be for B2C payment solutions. There are 2 questions for this chellenge: the first is the same as before i.e should I use ‘Multiple Select’ and the second question is filtering hierarchy. How do I configure Airtable so that the B2B/B2C filter is first, then the solution type is second. I am new to Airtable and I did search through the community posts to find

Real estate business in Australia needs help with designing and building a complex airtable base, for the management of residential properties (compliance, communications, clients etc)

I am building a list of Italian verbs. It grows as my knowledge of Italian does. Currently I have the six persons for each verb in the present tense only. (io - I, tu - you, lui/lei - he/she, voi - we, noi - you, loro - they). I want to start adding other tenses like past for example. But it occurs to me that it might be better design to have the six persons and then have each of them contain the tenses. So a table of persons, each containing several tense fields. Then in the main table, I would want to be able to sort or group by either. I may not be explaining this correctly. Apologies. Can I do this in my Base? Do I need to add an app? Thanks.

Hi, I previously posted a topic (see below) and @Justin_Barrett has answered the topic to my satisfaction. However, when trying this solution with dates, I can not get it to work. I looked it over multiple times but I’m at a loss here. Is it possible to do this with dates (so am I doing something wrong?) or is there another solution? Previous post: Hi, I am trying to find a way to find the value that is the second to the max value of multiple linked record using rollup. I can find the max value, but I am still unable to find a way to find the second to max value. So if I have, 21840, 20194, 21664, I need to be able to work with the max(21840) and the second to max(21664). I hope I have explained my situation properly and hopefully someone can help me. Thanks in advance! Answer by @Justin_Barrett: Welcome to the community, @Ion_Giskus! :grinning_face_with_big_eyes: This is doable with a couple of back-and-forth rollup fields between the two related tables. Just an FYI, though, this wi

I have a few Airtable base architecture conceptual question: As I understand it, Bases in Airtable can always easily be duplicated and copied by collaborators. As we are developing bases further and further, we are faced with the following: A. Is there a way to avoid collaborators that are employees in a company, that also requires the ability to create new records and edit existing ones, from copying or duplicating our entire Bases? This is like asking to giving away the source code to any employee of ours that they can go use, share, sell to any other company. I mean more the Base design and features, less the data in it. B. If the answer to “A’ above it a “no,” then are there tools or apps that can be like a UI on top the base, so employees cannot see the base and tables and field structure? Best rgrds, Khuned

Hi all! New here — thanks in advance… I’m recording activity of participants in a challenge to earn points. There are about 18 participants and the challenge consists of answering several questions daily. The participants can earn 1 point, 0 points, or choose not to answer. I have a base with 3 tables. Players (i.e. “participants”), Challenges, and Data. The Players table links to Data and uses a couple Rollups to SUM() total Points and to COUNTALL() total Entries. The Data table includes a column for earned points (either 1 or 0). In the Players table’s initial “Link to Data” column (Data Records), Airtable inserts references to the Data table as “reference buttons” — so I can click the reference and see the full record. QUESTION How do I add a column that inserts “reference buttons” only to records where Points = 0 (zero)? Any other insights into base design much appreciated! SCREENSHOTS Sample of Data table grouped by date and “challenge question” (e.g. “Breakfast”). Each respo

I’m designing a CRM using a series of Airtable Automations when I change the status of a record in company table (or contact table) to “in progress” (a single select field) a new record in the Opportunity table gets created. This is working fine. my problem is that I can’t figure out to do it in reverse: so when the opportunity resolves as “sale” or “no sale” I want the single select fields in the Company/Contact tables to automatically update accordingly (“sale” → “client” / “no sale” - > “not a client”) I first create a “when a record matches conditions” trigger (when stage is “no sale”) I then go on to create an “Update Record” Action but then I can’t find the correct fields. I chose the table where the action should happen but when I hit the “plus” sign I am shown fields in a different table.

Hi everyone, I want to use Airtable to make shopping order for a store. I have 4 tables: List of products (Airtable - Grid view) Supplier list Price list: for each product, I indicate the price at each supplier (Airtable - Grid view) Purchase order Airtable - Grid view The problem is on this last table. I indicate the product I want, the supplier, and I would like to have a column that searches for the price of this product, for this supplier, in the price table. I hope I was clear, I guess this is a fairly simple and classic issue, but I can’t seem to do this search across multiple tables. Thanks in advance to the community, Guillaume S.

When I update a value inside a data cell ( for example from undone to done ) , is there any way for the date of action to be automatically inserted in separate new cell ? Thanks in advance