Base Design

Hi! I am setting a “Classic” Project Management board with tables and properties such as: Project ----- Name ----- Due Date Stage ----- Name ----- Duration Task — Project (Link to Project) — Stage (Link to Stage) — Asignee — Stage Duration (Lookup from Stage) — Stage Due Date (Calculated from last modified time of “Stage” and the Stage Duration) — Stage Status (If Today is before Due Date → “OK”) The main challenge I am facing is that I need to know if I am “on track” with a task or not in the OVERALL, but not sure how to do it. How can I know if I am “On Track” at the overall stages? For example, if my “1st Stage” was delayed 10 days, when I update the Stage field to the “2nd Stage” my calculated field will tell me “Your are ok, you still have 3 days to complete this stage” because it does not takes into account the delay in previous stages. I need to be able to see if I am on track or not along the stages move forward Thanks in advance As an “advanced” question, my ideal

Hey everyone, I’m hoping someone here can help. I’m a real estate agent trying to build a database to track my transactions. I have a table called “People” which includes different categories of people such as clients, agents, escrow officers, vendors, etc. In this table I have a different “View” filtered for each category. I have a table called “Properties” which includes all the info for each property. I have a table called “transactions” that includes the transaction details including lookup columns for “Clients”, “agents”, “escrow officers”, etc. Each of these lookup columns is searching the same “People” table but is limiting the search to the specific “View” for that category. In my “People” table, I have columns for “Name”, “Phone”, “Email”, and a column of linked “transactions” Here’s the problem… inside the “People” table, AirTable keeps creating multiple “Transaction” columns for each different category of person. I don’t want 4-5 different columns of “Transactions”, I only n

So, I have multiple tables and I’m working on one last table (for now). This new table will essentially be a form. As I’m stepping through the form, I’m wondering if there’s a way to filter the subsequent form fields as I go through it. For instance, one table is company, another table is equipment. I have a Unit number on the equipment and they’re linked to the company. Now as I’m going through the form, one field is for company, the next field is the equipment. Is there a way to only show the equipment for the company I select in the previous question? Let’s say I have Company A and Company B, both companies have equipment with Unit numbers 1 and 2. So when I select Company A, I’d like to only see equipment units 1 and 2 for Company A, not for both Company A and B. If that makes sense. Also, is there an easier way to step through without the use of a mouse? I’d like to just tab → type → select → tab → type → select without needing to click on the next field to do so. It seems to dese

Hello, I’m using Airtable as a CRM and I relate contacts to specific opportunities. I have a table I link a “pursuit” of a specific contact with different pipeline stages (Pre-Qual, Qual, Offer, Passed). I want an easy way to log everyone who may be interested, and push them to try to offer on these deals. I would really like to easily filter all the leads in Pre QUal or Qual so I can easily click into them and edit the record (taking notes on last conversation, etc). ANd it would be nice to automatically sort the field on the opportunity tab by these pipeline stages. As you see in the screenshot, I have to manually drag these records to adjust the sorting… super annoying and when I have 80 linked contacts to one opportunity, it becomes a mess trying to scroll to find one particular record. Is there a better way?

My workflow needs to visualize some data and I can make it happen by sorting by column for the info and line for answers, but for the three last columns, my data has 3 different information, which I put in a different table. How can I put this on the main one as an answer with the average of this table?

Hello, I have a few linked fields in one of my tables. All have linked fine except for 1 and it will not populate. Can’t figure out what I’m doing incorrectly. In the first picture Vmix, URL and Password are all linking fine to the Vmix table. Session type is linking fine to the master agenda table In the second picture, Block # won’t populate. It and Start day and time are both linked to the MAster agenda. As you can see, start day and time has populated fine. Any suggestions?

I want to upload cvs file on the existing table, ( not in the new table. ) Please help.

Hi Everyone! I am very new to Airtable and cannot wait to start using it in my business. BUT (there is always a but) I have a client who would like to be able to set up a database that contains her clients, quotes/articles she may like to send them, and then automatically send an email. As great as this system is, I cannot seem to wrap my head around how we could do this. Bonus points if there is a way to conduct an old school mail merge from data in here too. - Thanks, Tina

Hi, I’m trying to migrate my Google Spreadsheet to Airtable and I would need a help with getting stock price. In my google spreadsheet I have a field with value =GOOGLEFINANCE("T") formula. This automatically fetches current price from Google finance for AT&T stock. Is there an easy way to achieve the same in Airtable? I couldn’t find any resource on this. Thank you, Ondrej

I have a base for tracking servers thru a migration. Tables Servers Databases Migration Date I need to associate Servers and Databases to a Migration Date. The complexity is that I need a view showing all Servers and Databases (along with some supporting data points) for a single migration date. If I add a Migration Date lookup to both Servers and Databases tables, I can’t figure out how to create the view so each Server and Database for a specific Migration Date are listed 1 per row.

I have a simple schema where I have a set of schools, and a set of people who are affiliated with those schools in various ways (parent, PTSA officer, teacher, etc.). A single person may be affiliated to one or more schools, and in one or more ways for each school. What is the best way to represent this in a base? At the moment I have a third table with a linked reference to people, a linked reference to school, and a multiple select affiliation type. The two problems I have with this are: If I create a form view to send out for people to fill in, there is no good way for people to enter their affiliations. I’m working around that at the moment by having another, free text field where people type this in, then I will convert those values into proper affiliation records. I can show lookup fields in the people table to show affiliations, but they only show all the schools and all the affiliations, not (affiliation, school) pairs. Is there a better way to represent this that would m

Hello, I am pretty sure I know the answer to this but want to confirm. We have a database in which we are tracking student data. Some of the case notes may hold sensitive information and as such we do not want all staff to have access to some of these Notes fields. Is there any way to restrict access to some fields but not others within a table or base? Thank!

Hello amazing users! I have been working with AirTable Pro for several months now and I am constantly thrilled with what it can do. However there is something I simply cannot wrap my head around. I have a list of Crew members for my show. Each crew member may fill a different specific role on a specific shooting date. They also may have other things that they do in the production that gain them a film credit. Here is my problem: I want the first table that has one record per Crew Member with all their contact info etc I want the second table that allows to select a crew member at one of the “jobs” they are qualified for for a specific date I want a third that lists a record for every credit that needs to appear, in a specific order Example: Crew member Artsy McAwesomesauce is the Art Director. He is also a props master, droid builder, droid handler and concept artist. On the first table I only want to see Artsy once (1 record) One the second table I want to select him as Art Director

Hello! I am currently editing my base and trying to create different grids within one section. However, whenever I create a new grid, it copies the data and information from the first grid in the section. How do I prevent this? TYIA.

I have a main board that links to a task page which lays out all my tasks. When a task is marked as completed i would love for that field on the main board to demonstrate this. either through a color change or a strike through. I can make the color change within the task page but the change is not demonstrated on the main board. In the below image - some of these tasks are completed and some not so there is no way to tell the priority !

Question: I have a customer CRM base, and a Contacts table for all contacts. There are a handful of forms I’m using (hubspot, google forms, FB ads, etc) to collect new leads/contacts. Do you find it better/cleaner/more useful to Zapier that data directly into Contacts, or to use another table to collect form responses and link relevant data back to contacts? A separate table feels cleaner, but I’m learning more and more to reduce tabes and use views. Thoughts + reasonings? Thx in advance all! Damon

Is there a way to clear default columns in new tables? I always delete the notes, attachments, and status columns, which is tedious. I just want a truly blank slate.

I’m curious if anyone has any base template they might recommend for a use case I have coming up: I’m going to be opening an office, and I’m looking to track key objectives and goals along the next year+ leading up to that. Everything from rolling out new business processes, hiring new people, buying tons of equipment, negotiating a lease, etc etc etc. This is something I previously did by the seat of my pants, so I’d like to move past that but I’m curious if there’s a base template that would fit well to start.

Hello, I have a store with lots of items, at the moment we try to make airtable as our only system. in the store lots of items and when a customer buy from us he can have 3 shampoos and 4 hair mask then add 3 brushes and 6 pens… I can’t find a way to make it easy to multiply the items … any suggestions or templates I can learn from?

Any recommendations for building replicating this trust ledger? The issue I’m running into is fitting all of this into one, nice clean view in Airtable. There are 3 tables: Transaction File# (PK) Property Address Seller Buyer Contract Date Proposed Closing Extended Closing Official Close Ledger LedgerID (PK) Date Amount Description CK# Balance at Title Co Agent Name

Hi! I’m not sure how to go about this and any solution is welcome—I receive through webhooks a field that contains an array separated by commas. These need to be made into records themselves. Depending on the data received, there can be one or 20 values in the array. Any suggestion on how I can do this? I’m assuming this needs some sort of script, I’m happy as well to be led on what to read so I can learn more on how to do this. Thanks!

Is there a way to view data in a Kanban view by date, so that it looks more like a calendar of due tasks. The Calendar view is too limited in that it just shows one line and you have to click on each record to see more. As we do not depend on “time”, only dates I would like to have a calendar view with all jobs on a card under the due date etc. Hope this makes sense. It doesn’t seem to allow me to choose the date field. Thank you

Hi! I have 3 tables: Players, Teams and Clubs. Each Club can have up to two Teams. Each Player can sign up to one Club and one Team of that Club. In Players table I linked Clubs table and would like to have a team field, but limiting the option to the teams of the selected club. I tried to use Lookup, but the result wasn’t the desired. Any help?

Hey all wonderful AT peeps! Quick question. I have to track updates, changes, and versioning to name a few things of assets. I’d like to have a history that tracks the changes to each asset. I was thinking I could just use the existing “Asset Tracker” table I created, and just use the updated by and date fields, but that wouldn’t necessarily show the true update version, etc history that I want to be able to run reports, or even other team members to just view. Would I create a separate table “Asset History”, or something like that, that would link to the “Asset Tracker” table? Just curious. Sort of like a drop-down of all the history for each Asset. Does that make sense?

Hello, this is with regards to embedding a base on my Webflow website. I’m wondering if it is possible to display my airtable with a map vertically (on top of each other) rather than horizontally (side by side)? This way the map is in full view and so is the table, rather than squeezed into the width of the screen. Such as in the drawing here Thanks in advance.