Base Design

Hello, I would like to know if I can create a base like this in Airtable? I tried to make something like this several times but it didn’t come out exactly like what I want ; - ;

Hi all, I’m new to Airtable and was hoping to get some advice on how to set up the base properly especially so it is scalable for numerous clients. I am designing an ordering system where the client submits their orders via forms and can view their order details via read-only grid views. Currently, I have client specific forms and views which I have duplicated for each of the clients (currently 2 test clients). The forms use the ‘Limit record selection to a view’ feature so clients can only select what is specific to them. Since my system is a work in progress, I am constantly updating the forms and views with any changes and then have to replicate that change for each client. I can kind of manage it now since it’s just two clients, but I can imagine with 5 or more clients, a small change to a view or form would take a fair bit of time to propagate across and is error prone. I’m not in a position to pay for the Stacker plan that has the portal feature. And the miniExtensions Portal for

I am trying to prefill a form field from a long text field with rich text enabled. The rich text does not carry through to the form and is rendered as plain text. I have check boxes in the text that I would like to carry through to the form - is this possible? Help hugely appreciated!

Hello! I’m new here, excited about all possibilities in this platform. My punctual question is related to a new system to store affiliates and give them the possibilities from a form, they post updates to the system. Which template would you recommend me? I thought about the Alumni Directory. Thank you so much for help.

I have no idea. How to use Unique Formula like in Excel. I want the sum of quantity of the second field to be appear in the new table automatically everytime i add more product. As in the Photo, i want to see the AK055 = 30 pcs Please help me find the way

I’m having trouble setting up a table because I need it to display a very specific way and I’m not entirely sure if it’s possible. One of my fields is going to have multiple entries and I need to group data based on each individual entry that is applied to that record, not the grouping. Ex: Record 1 applies to cats, dogs and birds. Record 2 applies to dogs, fish and cats. I need to be able to group by “Dogs” and see which records apply to dogs (I need this to display as rows under the heading of “Dogs”). However when you try to group by this field it doesn’t group by individual entry. I’m having trouble figuring out how to succinctly and accurately describe this problem via text. If anyone is willing to connect I’m happy to share more information. I’ve attached a photo that summarizes how I need the data to appear.

Hi everyone! I’m relatively new to Airtable, and wanted to get your advice on my base design (and if it’s even possible). Context: I am running a selection process that involves a written application stage with a pool of 11 different assessors; and then an interview stage with a pool of 14 different people. People applied using another applicant tracking system, but I can export that as a CSV for Airtable. I have already done this just to test it out, in what I’ll call Base 1. What I’m looking to do: Each applicant will have had 2-4 written and numerical reviews, what is the best way to upload these assessments? Would it be within Base 1, but a different table? How would I link these comments to the applicant’s record? I would like to be able to do this so that we are sharing someone’s application and the assessor’s notes with the interview panel; and so that we can calibrate across different people’s assessments too. I am not familiar with Airtable, but in my mind it doesn’t make se

Hi, I have a base with two tables/tabs. Table 1 with contacts incl. email addresses. Table 2 with email addresses. I would like to compare and if possible mark the record in table 1 when the two email addresses match. I’ve created both link and lookup fields but can’t make it work. Link fields are not filled out with data from table 2. Any ideas how to compare fields in two tables? Take care, Anders

Hi there, I am looking to automatically link a record from one table based on another cell’s linked data in a join table. My setup is made for event management (contacts, events, organizations). In the events table, I want to link both contacts and organizations. One organization can have many contacts of course. As I add a new event, I link it to many organizations. Can I make it so that the leads are automatically added & linked to that event? Does this require automation or am I missing something? My goal is to create a list of contacts with email addresses for a specific event so I can send a reminder email. I want to generate a list of contacts with one email address per line to send better emails by merging first names. Thanks!

Hi, hope you are doing well, I’m quite a beginer on airtable, so my question could be a newbi one… I will try to make an accurate and precise request please have a look to the reproductible example here : Airtable Airtable | Everyone's app platform Airtable is a low-code platform for building collaborative apps. Customize your workflow, collaborate, and achieve ambitious outcomes. Get started for free. how can I add in the student table, the date_exam from the exam table ? Bonus : Im my real usecase there is many exam per classroom, I need to have the more recent date. Any Idea to do this ? Regards

AIrtable traduit automatiquement en français le descriptif du nom, colonne A. Exemple: je tape bachelor et c’est licence qui apparaît dans la colonne A. Comment puis-je interdire au logiciel de traduire automatiquement, SVP? Merci

dear all, we would like to create an email with Gif attachment that plays automatically when you open the mail how can I do it ? I tried via GIPHY website & embed code, but didnt work :frowning: I do not have any super deep computer knowledge, so please answer like you would explain it to a complete noob thank you for your help :slightly_smiling_face:

I’m looking to leapfrog some work by seeing if anyone has an existing base of all Countries that I could duplicate. Ideally some additional properties would be: Region, Image, short description of the country - anything else (population statistics, governing country, language spoken, etc) would be gravy. Let me know if someone has this base already made up that would be willing to share, thank you!

Hi all! We’ve been racking our brain as to best set up our base, but we could definitely use your help! Here’s the thing: as a copywriting agency, we’re producing content for many different clients. And each client has their own tab with their own product planning. Some have say - thirty blogs per week. Others have incidental assignments. In our main/ starter/ first tab, we’re trying to create an overview of grouped tasks (eg. ‘Blogs week 17’), since mentioning each project would simply be a mess. And we would like to be able to link ‘Blog week 17’ with the corresponding tab of the client, were we can then specify which blogs these are (topics, who writes, etc). So, we have a ‘secondary’ tab per client. But now we’re looking for a simple way to link our main tab to these specific titles without having a ‘linked field’ for each client in the first tab: this would mean a very - very wide view for each record, while only one link would be relevant. To clarify: our first tab has the overvi

Completely new to Airtable. I’m trying to design a jobs database that can handle repeated job events. Scenario is a customer needs a service carried out on a regular basis ie, 1, 2 3…weekly, fortnightly monthly, yearly etc. I need all future repeats to show on a calendar (don’t need time, just dates). I had something working in Google sheets and Excel, where a script would copy down a record xxx amount of times based on a cell value that calculated the no of occurrences until a specified end date (that was capped at two years), then added every occurrence to a spreadsheet database with the same record ID number to group them. Is this possible in Airtable? Thank you :slightly_smiling_face:

Hello! For a school assignment (Software Development and Design) I am creating a game and using airtable as the online highscores database. So far its been working really well, as soon as one of my friends completes a run a record is added to my records table and it can be sorted so that I can see who is ontop of the leaderboard. The only issue with my current setup is that it has become hard to see any of the other players becuase a few particular users have filled up the top 300 slots or so as shown in the image. (Please ignore my friends “creative” choice of usernames) So what I think would be a good solution would be to either 1) Have another view/table that only shows the best run for each username or 2) remove/hide all of the runs that are not the best run Thanks, Tom Howarth

Hey Airtable Community! I was hoping for some help on overall concept / design. I am an insurance restoration contractor and we currently have a base that we are using to manage our workflow. We do 3 different kinds of jobs (Mitigation, Contents, and Storage). Due to the way my industry works, each are billed as separate jobs. A few variables: A customer can have one of the three job type, two of the three job types, or all three of the job types. We want our Accounts Receivable people to be able to call the customer and deal with all types of open invoices - so want to be able to cross reference all invoices for each customer readily and easily. We also want to be able to track notes (interactions) for the open invoices - i.e. a note that says they called or emailed the customer, date, time, etc. to make sure that we are working the open AR. Same thing as above - we want to be able to do this on a customer level as opposed to an invoice level. The idea behind wanting to work the c

Hi experts, i am new to airtable but i found airtable is an awesome tools!! i am a sales supervisor and try to use airtable as database for record and analysis. I have a base with several table, each table has a monthly sales record. We have several brands which selling in different retailers, so i pull the sales invoice into airtable by row recording which brands, item sold to which retailers. the key field as below Year, Month, Date, Brand, Retailers, Item Name, QTY sold, QTY amount. So i can easily figure out that month performance on sales However, i just getting trouble to build a summary table, or how to setup and link the sales of each monthly table. So i can campare the monthly sales… thanks!!

please help me. I have a table with two columns: ID and Product. The information is imputed through a bot. The more the ID buys the more lines it will have. At the end of the flow, to ensure that the ID has completed the purchase, I need to flag it in a new column: purchased = YES. however, the bot can only insert “YES” in the first line of the ID and the others are blank. There is a way inside airtable so that I can repeat the “YES” for an ID if there is already a row with that ID and the column purchased “yes”. Example: table: ID, purchased 123 123 123 123 Current results: ID, purchased 123 YES 123 123 expected outcome: ID, purchased 123 YES 123 YES 567 765 123 YES 123 YES

Hey guys, I’ve built a personal CRM which I use to manage fundraising, hiring and key partnerships. I have the following (here relevant) tables: contacts, todos, contact interactions, pipelines, notes. When logging an interaction, I like to leave my notes and follow up tasks (2 different columns/ tables) directly in the ‘contact interactions’ table. However, they are then tied to the interaction, and not the contact. So whenever I click a contact before a meeting with them, I can not see previous notes nor my tasks related to them. The best workaround I found is clicking on the contact directly and leaving the task there, but that is somewhat clunky. Is there a formula/ script to ‘pull through’ certain data (having a field that writes on the contact table, but is visible in the interactions table, if it makes sense)? I have the same problem on multiple fronts, so if anyone knew a solution to this, it would be awesome :raised_hands: Best

I have a contact list where one of the fields is “Referred to…” to show how I got into contact with someone. What I want is a two-way link for “Referred to/by”, like so: Name | Referred To | Referred By --------------------------------------- Jim | Amy | Amy | | Jim Bob | | For example, if we have three names in the table, eg. Jim Amy Bob Jim introduced me to Amy, so have it as Jim | Amy Amy Bob The problem is, when I link Jim to Amy, I want another column that shows that same relationship in reverse, a “referred by…” field. So it would look like: Name | Referred To | Referred By --------------------------------------- Jim | Amy | Amy | | Jim Bob | | So far, I’ve been unsuccessful at doing this. I’ve tried using Lookup but it only finds itself. Any ideas?

Hi all, Looking for a way to have a URL button open a Google News search with the terms in the first column. I tried this: (https://www.google.com/search?q={Tax Change}) (tax change is the name of the first column), but it’s telling me I still have an error. Help Airtable friends!

Hi all, I’m building a CRM base. We offer multiple products with different pipeline journeys for each product. End goal is to be able to select/add a specific journey (pipeline) to a contact record (in a “pipelines” field of Table-1) and when a specific pipeline is selected, they are auto-added to another table that contains all the data for that pipeline. So Bob gets added to the master, and salesperson adds Widget-A to their “interested in” field. Bob is then auto added to the Widget-A pipeline where those stages and other data are managed. I HAVE created views in the “master” for each widget, but can’t figure out how to auto add those to a new table. Thanks in advance!

Hey community! I am using a table to try to build a ‘universal template’ for products that are synced with an ecommerce marketplace. Each category for products on the marketplace has a specific upload template that has unique fields in addition to the common fields across all product categories. My plan was to create all possible fields across all category templates and then re-create the category templates as views within the table. My problem is that I ran into the 500 field limit (that I did not realize existed) and now I’m scratching my head trying to figure out how to restructure my table to accommodate. My goal is to have a single instance of truth for various product data points; for it to be easy to find (not having to hunt between various tables) and to have an easy way to generate the csv output to match the marketplace upload template for the appropriate category. Any thoughts?

Hello :slightly_smiling_face: I’m trying to create table with records based on two fields from another table. E.g. the combination of “Password” Object and its connection to “Write” and “Restore” Actions should create records with the fields “Write Password” and “Restore Password” in another table. Any suggestions on how to do this? Hope it makes sense :grinning_face_with_big_eyes: