Base Design

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 created this table to “LOOK UP” the contact information (by name), then add in donation info. Airtable assigned an ID Number to each as the ID field. Issues are as follows: I can’t g

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 be created in th

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 Finance Director showing - Current budget with Budg

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.

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 in one view. How would I do that? Right now my

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 link to the utility

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 between tables- Table 1 & 2 I have successfully linked Table 1 and 2. While working on

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 currency here” (single select field) and the last one is a formula field

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) formula.

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?.