Builders Board

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Help with Airtable, Gannt, Dbas, Project management & pricing

Hi everybody, I use Airtable as a CRM to track all my contacts and interactions. It is pretty neat that I am able to open up a contact in expanded view and view a list of interactions I had with this contact. However, I had to manually click into each individual interaction to view the information I needed. The entity-relationship is as follows: Each Contact may have multiple Interaction Each Interaction has 4 key fields namely Date, Method, Notes, Next Steps My objective was to put all my interactions for each contact into a single column for quick viewing. To set this up, I did the following steps: In the Interactions table, create a new column named “Interaction Summary” with ‘Formula’ as the column type. Create your formula as follows and customise according to your needs: Formula: “\n” & CONCATENATE("[",DATE

I have set up two separate databases in Airtable. Oe is a Grant Tracker and the other is a Fundraising database. I have done most of the necessary work. What I need now is to set up reminders in Airtable (I need to know HOW to do it as well) and a few calculated fields (simple ones). I MIGHT also want to connect to a currency conversion app. Please email me your CV and your rates. Thank you Rachel

Just inherited a photo business and with all the craziness and my day job, haven’t got much time to build a much needed system out, so looking for someone that can help with the following project System contains interconnected tables for: photos inventory of different sizes stores where they are sold (with different terms / some multi-location companies) inventory in each store contact list for store owners / workers & individuals orders from each store orders from individuals print queue to produce photos It’s relative ‘simple’ but time I don’t have… Essentially the business prints photos that are sold in local stores, also (very limited number of photos are) ordered through a website. Need to track each store’s inventory as the photos are (mostly) sold on consignment (though some are bought outright), so that my wife can easily go to each store, understand what’s been sold so what’s owed, and we can understand popularity of each

If you’re like me, you like to catalog things. Like, perhaps, your movies. And you’re going to want to sort them by title. Which is no big deal… until you get to all of those movies that start with “The.” You don’t really want all of them in a lump in the T section, right? You’ve gotten spoiled by programs like iTunes that somehow ignore the word “The” when sorting. Thanks to Airtable’s formula columns and string-handling capabilities, you can achieve the same effect. Let’s say you’re storing your movie titles in the Name column. All you need to do is: Look at the first four characters of the title. If the first four characters are "The " - chop them off, then add “, The” to the end of the title. Otherwise, just return the title as is. This function: IF(LEFT(Name, 4) = "The ", RIGHT(Name, LEN(Name) - 4) & “, The”, Name) does just that. Sort on this column, and you’re all set. Hide the column if you don’t feel l

I believe that I have a somewhat unique use case scenario. I have successfully migrated one key piece of my operation from spreadsheets into AirTable, and need to solve a couple of additional issues before this AirTable-based approach achieves “minimum viable function” status. I think that these missing pieces are feasible, but I lack the expertise to structure a clean solution. In 15-minutes (or less), on a ZOOM session, I can narrate a quick tour of my AirTable base, and outline the functions that I need help building. If you are interested in receiving this briefing and discussing this consulting opportunity, just let me know.

Hi, We are a Creative Agency and Production company moving to Airtable to manage a vast database of freelancers and connecting that master database to project resourcing tables. Additionally, I’d like to track the projects they’ve worked on and even link out to those assets. I currently have some version of this but need a pro to get it dialed in so I can get back to my job. We’re based in Los Angeles so the same time zone is helpful but not necessary. Please message me and provide your rate. I’ll be evaluating respondents on Monday and looking to start this project next week. _Mat

Hi All We are trying to find valuable consultants who can support us achieve this, the following is the multiple processes which we are wanting to set up, (We can also use embed the view in our role-based portal framework) 1)Quarantine management base 14days quarantine timer and google map integration for showing them live so as to ensure monitoring that they do not move out of home quarantine A notification alert if they move out of the quarantine zone Quarantine citizen to upload selfies 4 times a day (based on a conditional formula), along with sms reminder if they fail to do so Request a checkup submission of family/friend if he/she had met them pre-quarantine stage Request medical attention submission if feeling not well follow a routine provided for the day via Callender etc watch youtube videos etc SMS Alerts if selfies are not submitted on time along with tracking/time view block with sms apis (I have got the ear

For anyone more knowledgable than myself with Airtable I would hope this is considered a quick project. I’m on a time crunch so while I absolutely would love to learn Airtable I’d like to get this done within a matter of hours. I have a grading rubric of 20 students. There are 20 rubric elements each that can be scored 1-5 totaling 100 points. I would like to put the students in a drop down menu so that when selected the scores of that particular student display under neath the drop down menu and also add the scores up. Any ideas? Thanks!

I’m in the market for building relationships with consultants that can help me with Air table. Please email me at blaw@dallasjanitorialservices.com if you are interested. Bill Law Dallas Janitorial Services

With all the live-streaming meetings that my family currently has, I wanted a one week rotating calendar, where I could enter all the events for a week and the events would always show up for the current week indefinitely, without creating any new records. Then everyone could subscribe to the shared calendar in their favorite calendar app. Here is a simplified version of the base that I created. Airtable

Hey everyone, Just wanted to share with you a base that I have been working on that would match between volunteers and cases during the COVID-19 Pandemic. Please check out the video below. This base can be used by any organization/community that is looking to automate a part of there efforts to help their fellow humans during these hard times. There is still a lot that can be done and Im sure you guys with much more experience than me in Airtable would have many useful insights on how to make it better. One of the things that I cannot solve is when someone wants to use the base they would have to redo all the zaps. Maybe it would be better achieved by Script Block ? Looking forward for your feedback. BR, Mo

Hello all! Wanted to share something we’ve been working since early last year: the first and only (so far!) Airtable-themed podcast in the world. :world_map: The BuiltOnAir podcast in a sentence: we get amazing people on the show to talk about what they’re making, why they use Airtable, then demonstrate actual databases they’ve built. In addition to meeting a fellow enthusiast, as the audience you get to see real examples of Airtable at work or play, demonstrated by the creator themself. While many of the examples are actual use-cases from internal systems in their businesses, you’d be surprised how many guests share a database they built to keep track of their house plants. It’s fun. Each episode dives into the following :woman_mechanic: Who the guest is and what made them attracted to using Air

Hi, my company (filestar dot com) offers automated file conversions services for Airtable. For example, we can build a flow where if you upload file X it gets automatically converted to file type Y. We also can do almost any automated image manipulation (like adding a watermark or text, cropping etc). Contact me at niels@filestar.com to get started.

Hi i need help for getting pull data from Airtable directly to show it on website instead of embed ! The objective is to speed up the loading time by spinning something up with APIs. visit https://www.open-source.in/project/index to see what is needed Thanks Ashish

Hello. I’ve created a functional specification for a checklist form that would be used on a smartphone. The checklist is to help me with my professional work, but could be customised for any quality-control process. Would anyone like to help me implement it?

Here is a strategic vendor selection tool that I created a while back. Some of you might find this useful when comparing a number of potential vendors for a project or as a supplier of goods. Enjoy! Airtable

A non-profit organisation in Brussels, Belgium is looking for an Airtable consultant for a full implementation. Please contact me if you are available, so I can shere the description of needs with you. Misha

Hi, I’m new to Airtable and I’m trying to learn it to see if it would be the best tool to support our community response team. Our needs may evolve, but we rely on completely voluntary work. It might be best if you just join our Slack space and help advise us along the way. Please feel free to email me at yjlee0824@gmail.com.

Hi, We’re a food and beverage company with several brands that use Airtable for everything. To name a few: Project Management Inventory Tracking Investment Portfolio Expense Reporting Specification System Create a survey/form asking multiple stakeholders to rate an organization. Take that information and use Page Designer block to present the summary information and data to allow a group to assess and vote. Recommending and creating blocks (like pivot tables) to help many stakeholders see summary financial data. A general review of our base to offer suggestions with how to use it better. One-off questions I might have on how to enter and link data. Use zapier to import data from other sources & connect different systems If you have experience thinking through this type of project, please contact me with your rate, background as an airtable consultant, and questions about this. No

In light of these unprecedented times, we’ve been amazed to watch our Airtable community and champions rally, creating COVID-19 related bases in efforts to support individuals, industries, and local communities. To ensure we can circulate these resources as broadly as possible, our team will be creating a catalog of resources for re-use in our Community Mobilization category in Airtable Universe. If you’ve created a base you think others might find useful, you can share that base with us, along with best practices for use, by mentioning @airtable in your social channels (Instagram & Twitter) or by sharing the base directly right here in our community forum. You can also post the base in

Hi Everyone :wave: We tried to look for a good way to edit existing records using forms, and couldn’t find a good one. So, we wrote down all the things we didn’t like about the existing implementations and tried to make the best possible solution, so here we go: miniExtensions

Hello! We’ve all been busy enjoying the holidays, but it’s a new year and it’s the best time to get your finances in order—whether for your business or your household. We’ve seen great things come from the community forum and we want your help make better budgeting tools in Airtable. If you’ve got a great idea, please share it with us! Here’s what you need to know: Show us a great way to use Airtable to create a budget (or anti-budget). You don’t have to be an Airtable expert. Check out this template and guide for a helpful starting point. For extra credit: we’d love to see bases that use linked records,

Hello We have built a system to help our group nunheadknocks dot com deliver community services during Covid 19 pandemic. We are desperate for an airtable guru just to help us on a couple of things including the above question. Hope someone out there can spend some time helping us. Many thanks Clive