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Base Design

Need help with your Airtable base design? You've arrived at the right place.

  • 3,356 Topics
  • 8,395 Replies
3356 Topics
stevendasilva
stevendasilvaInspiring
posted in Base Design
Base Schema

Hello there, Does anyone know how to export from base schema? I want a snapshot image thats clear to show elsewhere.  

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xcatena
Karl_at_Easy_La
Karl_at_Easy_LaInspiring
posted in Base Design
Syncing schema / table structure between bases

I have a schema, which I would like to implement for 3 similar businesses.  Is it possible to have the same base template, and have the schema synchronised between ALL 3 bases?  That is, if for example I add a new table, it is also added on the other bases. Same for fields.I would like to segregate the data, and also they do not need to share the data, hence it doesnt make sense to hit the 125k record for Business for example when they are not related data, just related schema. 

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xcatena
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Christi11New Participant
posted in Base Design
Database structure design

Hi !Our company is working with Airtable for almost a year now, and I believe it can provide everything we need from a CRM / Dashboarding tool. But as our company grows, our Airtable base also is…  and we’re at the point of needing to evaluate the database structure because I believe it will become a bit of a mess when we grow and continue this way...  So I would like to reorganize the database and also build a lot of interfaces on top of that, so I don’t want to break up the database structure afterwards… 😉 So before changing it all, I’m looking for some advise and best practices on how to design a structured Airtable base which can grow and develop along with our company. More specific: right now I’m looking for some guidelines to when to separate or combine a grid to keep data in a structured way and maintaining flexible as our organization grows and our processes and needs change along. I appreciate some general guidelines, but a description of our base

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xcatena
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NICKNAMENew Participant
posted in Base Design
Schema change to multiple base

When you have multiple independent instances of the same database schema (Base) along with their corresponding user interfaces (UIs) and separate data records, you might be looking for efficient methods to implement changes to the database schema or UI across all these instances. What strategies or solutions are available for applying updates or modifications to the database schema or the UI consistently and effectively to all instances?To provide some illustrative context. I would like to add a Field 3 to the Master-BASE and rollout this change to all instances.MASTER-BASETable AField 1 (Single Line)Field 2 (Number)Table BField 1 (Email)MASTER-UIView 1 Instance1-BASETable AField 1 (Single Line)Field 2 (Number)Table BField 1 (Email)Instance1-UIView 1 Instance2-BASETable AField 1 (Single Line)Field 2 (Number)Table BField 1 (Email)Instance2-UIView 1 Thank you

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xcatena
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D-CarbonNew Participant
asked in Base Design
UK Registered Airtable Expert

Are there any airtable builders based in the UK.  I need to find someone registered here to qualify for funding for my project which is a client facing portal.  Thanks 

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Project_NP_LSKnown Participant
asked in Base Design
Transfer of Base Ownership

Dear Airtable Community,I would like to know how to transfer a base in my personal Airtable account to a base in another account i.e. a start up’s account.They haven't yet set up the company account in Airtable but will do once we know how this can be achieved smoothly. Also to be considered are that the base in my personal Airtable Account,  has automations native to Airtable, connection to Fillout and automations in Make that are triggered by a Webhook via a script in my Airtable automations. Is there a way to move this ‘lock stock and barrel’, out of my account and into that of the start up?Thank you in advance for your support.Best RegardsLadi 

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Pete_demoNew Participant
asked in Base Design
Formula Field Is Not Shown as Choice

I do not get Function Field as a choice in customize field selection- I get Number, Date, etc. Thanks.

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MilhoanDesign
MilhoanDesignInspiring
posted in Base Design
KPI Tracking across multi-tenant

Hello Airtable Community!I’m designing a system to collect structured KPI data (10 standardized metrics) from independent businesses. Phase 1 (Pilot): 16 businesses entering data via Airtable forms Phase 2: Expand to 60 businesses Phase 3 (Scale): 600+ businesses Goal: Aggregate all submissions into a single dataset for analysis and benchmarking.My core questions: Can Airtable handle this scale of data collection and access control? If so, what architecture would you recommend? One base where businesses submit via forms, with Interfaces restricting visibility to only their data? Or multiple bases that sync into a central analytics base? Thanks in advance for your insights!— Walker

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TheTimeSavingCo
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kingbee_c.c.sNew Participant
asked in Base Design
Linking 3 Tables and getting data for a specific date

I have 3 tables:Table 1: Work productivity data from our delivery management system. This has the employee’s email and date of shift.Table 2: Employee Data from our HR system. This has the employee’s email address and employee ID.Table 3: Shift data from our clock in/clock out system. This includes the employee ID, hours worked, and date of shift. There is a way to link all three as they share sufficient fields. I would like to match the productivity data for a specific employee on a specific date to the hours work within Table 1. So I have hours worked in there.For example, I’d like in Table 1:Bryan - bryan@hotmac.com - employee ID: 113495 - 34 tasks - 4.73 hours worked. I can link each table, but I’m stuck on how to match the shifts on the correct date between Table 1 and Table 3. Any help is really welcomed. Thank you.

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tzuhouseParticipating Frequently
asked in Base Design
Imbedded calendar colors

So, we have calendars imbedded in our website and have color-coded different activities to make it easier for the parents to look for certain things.  This is the grid view.And this is the embedded calendar.  But the colors aren’t translating.  Everything on the calendar is the same color unless you open the activity up. 

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TheTimeSavingCo
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KcrossNew Participant
asked in Base Design
Gantt Bar Segmentation to Show Project Phases (Base or Interface)

Currently in airtable we have each project as a line item, and we have multiple columns that note milestone dates:Brief Start DateKick-off DateIn Market DateOut of Market DateIs there a way to create a gantt view (either in the base or in an interface) where each project bar is segments to show the different working phases of the project using the milestone dates above to create the segments?

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rosev2007New Participant
asked in Base Design
How do I copy the data from one database to another?

I created a database but not the way it is suppose to be, so now I created one with the same fields but it is relational now as i did not know how to build one. So, now I need to move all the data into the new one. Can someone tell me how, i saw something about syncing but I cant find a way to do it. thanksRose

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IxB
IxBNew Participant
asked in Base Design
Form Multiple Selection errors in Incognito Windows

Hello,Our team has built out a form for users to sign up for training from a few categories. We do this by using separate fields with different rules to pull data by the training’s specific name. All of the trainings feed in from a Google Calendar, and the form feeds in from a grid of those calendar events.The form works great when used normally! However, we had a user experience frustration when these fields would not allow them to select multiple trainings. We discovered that in incognito mode (only tried in Chrome so far), users could select 1 training per category, but when selecting multiple would recieve a “Cannot see this data” error.Interestingly, users can select the same named training (differing dates) with no issue. As soon as they choose a training with a separtate name, they recieve the same error.Again, thw form works properly when not in incognito. Is there an internal way to fix this error to let users select different trainings?

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TheTimeSavingCo
FPX
FPXInspiring
posted in Base Design
Self Link Tables

Hi all ​@Mike_AutomaticN ​@ScottWorld ​@TheTimeSavingCoI am looking for advise when to use self linking vs a seperate table.I currently have a one-one relationship with buyer enquiries and seller quotes. However we now want to send the enquiries out to our selected suppliers to provide quotes to us before we approve them which sends the quote to customer with our markup. I was setting up the supplier quotes line items table but now with self linking tables is it best to just self link the line items table? Heres my desired setup for Multiple Supplier Quotes per Customer Enquiry. Customer Enquiry Customer submits one enquiry (master order table linked to line items). Each line item = required product + quantity. Supplier Quotes (Multi-suppliers)Each enquiry has many supplier quotes self linked with many quote line items against Enquired line items. This is where I'm thinking I can just self link the line items but is it cleaner to have seperate tables for the line items? For example: Li

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FPX
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nhudsonNew Participant
asked in Base Design
Nonprofit Grant Budget and Investments?

Hello, setting up airtable for the first time.  We are a nonprofit looking to track our funds that support our grants.Currently we are using multiple worksheets in excel.I am trying to figure out where to start. I have imported the Fund names and Contact information(Funds).  The next tabs we have are for our investment returns and fees which contains our fund name, contributions, admin fees, investment returns, disbursement amounts and ending balance. We have a worksheet for each year.The common link is the fund name in Funds.  Should I create a table for each year and link it to the funds table by the fund name?  What would be the best way to view the Funds table and see the budget information for each year.Hoping this makes sense, any helps is appreciated.   

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DisraeliGears01
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richdanNew Participant
asked in Base Design
Dynamically filter a form field based on another field's value

I am using the new form builder and want to filter the values of a dropdown field, Product, based on the value of another field, Designer, on the same form.Although I found the "filter records by a condition" option, I cannot see a way to use the Designer field's value as the condition for the filter. Any help appreciated.

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MargeM
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AC Property ManagementNew Participant
asked in Base Design
Help

Hello. I’m getting started on a database that should hold an asset registry for properties. I need some help if someone can help me navigate through this. I can start by telling you what database I need, how I want the equipment listed out and ways to automate fields. Please let me know, serious inquires only. 

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Taha-Jiruwala
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leisterbrauKnown Participant
asked in Base Design
Unique Grandchild Records

I have 3 tables: A, B and C that are linked A→ B → C.  All child records are one (parent) to many (child).  Is there a way to have A pull in unique C records?  I can pull in a list of C records into A by using a lookup field.  However, this pulls in duplicate C records.  If I use a rollup field in A with an Arrayunique formula, it converts all of the C records to text values.  

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Mike_AutomaticN
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LaurenJadeNew Participant
posted in Base Design
Portals vs inviting collaborators or viewers with a link?

I’m trying to build a comprehensive marketing ‘universe’ for a company i’m contracting for. I’ve designed a pretty slick content calendar system, but i am really need a way to interface with other stakeholders without giving them full access to airtable. (think PMs, Creative team for creative review etc.) I want to use portals but is cost prohibitive for me right now. Anyone have any work arounds? where I just want to show them a view without inviting them to the whole base as a contributor?

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TheTimeSavingCo
IxB
IxBNew Participant
asked in Base Design
Airtable Form Customization: Calendar View Option

Hello,I’m updating a form we use to provide training for our users and would like to create a more user-friendly design. Is there a way to customize Airtable forms so that users can choose between a “list view” and a “calendar view” when signing up? Below is a screenshot of our current forms list view.If that is possible, as a follow-up, is there a way to add a trigger question within the form that determines which view (list or calendar) is displayed based on the user’s selection? 

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VoodooGuruNew Participant
asked in Base Design
Write total row count of 1 table to another table

Beginner here, first post - certainly not the last.  What I am needing seems like it should be simple, but the solution is evading me.What I'm looking to implement is a way to find the total number of rows (volunteers) from table A and write that into table B once a week so I can track the total number of volunteers over time.I have linked both tables but no matter what field I try to run the COUNTALL on, the result always seems to come back a 1.  Ideally, I'd like to use an automation so that this total is pushed to the history table once per week.  Sure could use some help here.TIA,Dan 

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Sherman
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mjpmaNew Participant
asked in Base Design
Copying and Pasting from a snapshot

I used the .CSV extension to upload a file into a base, but the data didn’t populate into the cells correctly. I’d like to restore the table to its original state without creating a completely new base from a snapshot.My idea is to make a snapshot, then copy and paste the earlier version of the table back into the base. The field types match, and I’ve already removed any groupings, sortings, or filters.Is there anything else I should watch out for before doing this? It seems like a quick fix, but I want to be sure I’m not overlooking something.

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Mike_AutomaticN
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cpeusebioNew Participant
posted in Base Design
Update records using pre-filled link in form

Hi! Scope: New Hire Form Add New Hire DetailsUpdate New Hire DetailsDescription:Want to create a new hire form where new hires are able to fill out their details, and a copy of the form can be sent to them. The form should have an editable link (similar to Google Form edit response function), so that they are able to modify different parts of the fields.I've only seen prefill forms in usage of simple database, or for reservation purposes, not so much as complex as an employee database where multiple fields can be modified. Thanks so much!

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MargeM
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Steve_KiwiParticipating Frequently
posted in Base Design
Is there a way to generate a "Synced Tables" Report?

We've been relying on view naming conventions to monitor syncs, but is there is a reporting feature or another data-driven solution that lists all of the sync activity coming out of a base? - List of Views that are synced to another base.- List of Tables that contain a synced View.- List of external destination tables synced from a given source table. (this is currently possible for any single view through reviewing the sync settings, but looking for a consolidated view) The specific use case is consolidating bases that have been built by various users. One goal is to eliminate having multiple sync views coming out of one table, but also to develop a roadmap to optimize tables across all of the bases once we're in the same workspace.thanks! 

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james4567New Participant
asked in Base Design
Best way to structure and update menu data in Airtable?

Hi everyone,I’m exploring ways to use Airtable for managing and updating menu content. I run a site that lists different drink menus (https://brewmenuus.com/), and I’m curious if anyone here has tried structuring this type of data in Airtable.The challenge is keeping items organized with details like categories, nutrition info, and updates without it becoming messy. Do you suggest using linked tables, automations, or maybe a custom form setup for easier updates?Any suggestions or examples from your experience would be really helpful.

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airvues

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