Base Design

Hi there! I’m not sure what the best solution is here and I would love your input. My company writes books for service professionals who want to help more people and gain credibility/visibility. We (I say we, it’s just me right now) use the same process for writing the book for every client. This process is date-dependent and everything is dependent on several things that come before it. Eventually, we will be adding more writers and assigning them to different clients’ projects. I have created a template of the process and I enjoy looking at it in the Gantt view. Very satisfying. My first question is: Do you think I should just create a separate base for each client or can I put all the clients in one base, potentially having 5-10 of the same process happening at any given time? Ideally, I’d like to see all the client’s projects in one view so I can see where we are, who is doing what, where there are any delays and what needs to get done i

I’m developing a base that will calculate shares of utility bills amongst the consumers of those utilities in a household. It’s pretty straight forward with one caveat: The percentage of responsibility for the bill changes based on the month. There are two roommates and one business that share the expenses and the business is only open for 6 months out of the year, so for half the year some expense are spilt evenly between the two roommates and the other half each roommate pays 25% of the bill and the business pays the other 50% (it’s actually a bit more complicated than this, as some utilities are split 40% 40% 10% half the year and 30% 30% 40% the other half). Here’s what I have so far for tables: Utilities (water, gas electricity, etc) - contains a link to company table, method of payment, who pays and if it’s auto or manual Companies - who gets paid with address, a link to the utilities table Bills - a place to record each month’s bill with amount and a l

I’m a casting director. I have a table of Artists with their info and I have a table of Shows. To each Show I can assign multiple artists (they are linked). But I also need to assign a specific role to each artist involved. The kinds of roles are different for every Show, each Artist may be part of multiple shows. It is easiest for me, conceptually, to enter info per Show: Title, Date, (Venue and 6 more fields of info), what artists are involved and what roles they play. I don’t want to enter Title, Date, etc. repeatedly for each Artist in the Show.

Table 1- Stakeholder’s Directory is my database for all the internal & external stakeholders (Here they are not linked to any Project). Example of detail I enter here is as follows- Stakeholder name Email, Company, Department, Role, Level Table 2 - Internal Stakeholder information only List of all the Internal Stakeholders linked to different Projects. Here I enter each Internal stakeholders name, with whom I have interacted with against the different Project. I also enter Kind of engagement done with these stakeholders. Example of detail - Stakeholder Name Company Role Department Kind of Engagement with them Table 3- Achievements detail of Projects. This is list of achievements for different Projects. I also enter information here about Stakeholders I have contacted, date contacted on and kind of interaction. Example of detail- Achievements Subtask Stakeholders contacted Link and Interaction be

Hello, I am building a base where I list fabrics, a little bit like a catalogue and each product (one product=one record) and have a set a fields for each to provide information on the product. One important information is the price, however sometimes the price is in €, $ or ¥ and I want it to be a number field so I can filter according to a value. For example if someone wants to look for a fabric costing between $0 to $5. The problem is that those 3 currencies do not have the same values ($1=¥ 6.5), so I had to create 3 different fields for each currencies but it makes the table quite heavy and harder to read (since there is always an empty field). I am trying to find a way to display the price only in one field whatever the currency. I would like to be able input the price and chose the currency and both would be display in one field. I tried this one is : “enter the price here” (number field) one is : “chose cur

I have an inventory list in table A where the primary key is a unique SKU generated by us. The SKU is a concatenation of the items’ original SKU,Size,Condition,Location,and a unique number. I.E: FY7755/8.5/NWB/S41/C-007294 In this table I have a field that is generated by concatenation the SKU and Size I.E FY7755/8.5 In my inventory I may have +2 instances of FY7755/8.5 because the cost of the goods may have been different. In the new table I want the primary key to be all the unique SKU/Size values from table A. I need the SKU/Size value because that is how our marketplace platforms generate reports. Since the SKU/Size information will be changing often, due to sales, I cannot copy and paste the information. It must be linked the the inventory shown in table A. I am currently seeing if migrating from google sheets to a database would be a viable option. I can currently do this process in the spreadsheets using a =unique(Table:Range)

I have 3 bases: Base A-Base B- Base C, how can I put together all the data of this 3 bases on Base D?

Hi, I’ve created a base for tracking creating and programming events Tab 1 - List of Events Tab 2 - List of Event Costs Tab 3 - Each cost is linked to an individual event i.e (‘Event 1 Travel Costs’) which creates a ledger for attaching paperwork etc At the moment, when an new record is created in tab one, an automation creates around 80 new records which links each cost to the new event. Is this the correct or is there a simpler or better way to do this?

I have a scenario with a many-to-many relationship and trying to achieve an outcome where a new record is created on a separate table any time a linked record from Table 1 is updated. For example, Product #1 is assigned to Purchase Order A and Purchase Order B. So if I add Purchase Order and B to Product #1, those should be separate line item on the second table. Is this possible?

Hi! I need help with the best way to set up my base. In one table I have a list of blog post titles with related information in multiple fields. For each blog post, there are a set of related to do tasks (that are always the same): rough draft, recipe test, plan shoot, photo shoot, edit photos, write post. I need to be able to view the remaining tasks for each blog post, but also have separate due dates for each task. What would be the best way to set this up? Thanks!

I have a list of single-select options that I would like to clean up without causing any records to have an empty single select status. For example, I would like to delete “sketching” and convert all instances of “sketching” to “researching” (these options can be found towards the bottom of the list in the image). That way, when I delete “sketching”, no record will have an empty single select field, and all records that had “sketching” will turn into “researching”. Is this possible? Thanks :sunflower:

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 informat

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