thanks for the response!
I’m new to airtable, and program/software connectivity in general, so please forgive me, as i’m sure you’ll have to dumb down some of the information.
Currently with airtable, we do not have any info set up, as i’d rather pay someone to set it up correctly, and get it done right the first time, instead of messing things up, by just guessing at what i’m doing. I currently have one base set up, with one zapier connection linking our invoicing software over to it.
We use an invoicing software called Printavo. It’s a screen printing specific cloud based software. We primarily use it for invoicing, and light job tracking, but we are looking for more in depth production tracking, which it does not handle. Printavo does have API functionality, but I’ve been told it’s not that great. It’s been recommended that we use Zapier, which I mentioned previously.
Ideally, we’d like to use Printavo as an order entry platform. We can enter in the information in Printavo, and when the client approves the quote, and makes a deposit, that’s when it syncs up to air table. Printavo has different statuses that can be selected on each project, to determine the different stage that’s in. We’d like to use these statuses as triggers to push information to air table. We’d like to have different bases for our different sales departments. So let’s make an example, that would be filtered to our “custom apparel” base.
Invoice 123 - Mr. Test - Test 1212
The above description would be the invoice number, the client, and the project name. This is the info we’d like to have pushed through to the left hand static field. Every project that comes through this base, will have this information entered into the static field. It will also need to include fields for the following:
Now this is where it gets tricky, and where my lack of airtable knowledge is a big hinderance. The aforementioned fields are departments, that all need to work within the particular project. Every Project that is set up in Airtable, under this base, will require the departments to participate in the project. Every project will have custom information that the team in that department we’ll need to reference to build or create items for that project.
Each department will work independently, however, the Artwork department needs to create information before anything else can start, and the Production department needs the previous four departments to finish their work before they can begin.
Is there a way, on the static field on the left, when we expand it, to designate boxes, that then link information to that job to the department? So for instance, on Invoice 123, can we have a box that says INKS. In that box if we typed in:
The ink department would see in their notes, for invoice 123, they need to create inks: Red, White, Blue.
As well as have some sort of a check box, stating that when they are complete, they can notate it. Is it also possible to link this check box to a field, that’s only visible by production, so Production can see that inks are ready for Invoice 123? We would also need to do that within the SCREENS and GARMENTS tables
I know that’s a ton of information, and a ton of questions, so i’ll stop there for now, as it’s an overwhelming first part!
Let me know what you think!