Base Design

I feel like I’m missing something pretty easy. I’m having a hard time converting what I do in Excel into our Airtable base. Each year our clients' total sales (a rollup of their sales for a given year) converts to shares based on a sales/shares tier. The tier changes every year. Because of this, we want to track the data historically. For example:Client ABC’s 2024 Total Sales were $250,000 and they earned 4 shares based on the 2024 shares tier.Client ABC’s 2025 Total Sales were again $250,000, but this year they earned 2 shares because the tiers changed in 2025. We need to track the tier changes each year as to keep data integrity of the shares earned each year by our clients. (We don’t want ABC’s 2024 points to change from 4 to 2, which it would if we use a nested if formula - the change in criteria for 2025 would mean an edit to the formula which would have a cascade affect and change all previous year's data.) ANNUAL CLIENT TABLE - rolls up sales totals for each client for all their

Hi everyone 👋I’m trying to find the best way for multiple users to import data (from XLS or CSV files) into the same base — ideally directly through an Interface rather than the Extensions panel.We’ve tried the CSV Import Extension, but: The import mapping doesn’t save across users. Even for the same user, it sometimes resets or forgets the previous mapping. There’s no way to create or reuse “import templates” for different file types or tables. What we’d really like is: A way for different users to upload a file (XLS or CSV) through an Interface form or button, Automatically import it into a target table using a consistent field mapping, And ideally store those mappings permanently (so no need to re-map each time). Is this possible to be done directly with airtbale? Has anyone found a good workaround or script/automation setup that achieves this?Would love to hear if there’s a best-practice approach — either native or via scripting/integration tools.

I have a base that I’ve published as a library, let’s call it Part Numbers. It only has two fields - a Part Number and a description. I have 2 or 3 other bases that are pulling in this library as a table, and they’re linking records to it.I now need to make some updates to the Part Numbers base - some individual #s may be deleted, or descriptions might be changed, etc. If I upload a new CSV to the main library base and overwrite everything that’s there, but many of the #s never change at all, will the linked records in other bases stay linked?

Hi! Recently we have been displaced due to flooding in our apt, I wanted to create a base to track the items which need replacing and repair along side with an image to have an overview and then send to our insurance. Has anyone created a similar base or have a base template that is similar? Thank you for your help it is greatly appreciated during this tough time! M

The left sidebar, which contains nothing but the new LLM button, can no longer be collapsed. In an interface that is essentially a series of excel-like rows and tables, every inch of my screen is valuable, especially on a laptop screen. This bar of empty space actively slows down my workflow as it increases the amount of scrolling sideways I have to do, and it also throws off my muscle memory by moving all of the tabs over, and pushes the actual useful information on the left side of the screen away from the edge of the screen where I am used to finding it. Please add an option to move the LLM button to the top right, next to the base history and contact sales buttons, where there is a ton of empty space already. Or, add an option to minimize the sidebar, like we used to be able to. Or better yet, give us an option to hide the LLM button entirely if we are not interested in using it. I know every CEO believes that LLMs are the next big thing that must be included in any technology, but

Hi guys, I am new to this… I am trying to sync my Shopify orders to airtable. If customer order 2 times, how can I separate the 2 items to 2 records instead of all jam in one? We used to manage it on GoogleSheet with zapier, and they have a function of creating multiple lines, how I can do that in airtable? Thanks xoxo

Hello folks!Noob here. Thank you all in advance for any and all advice. I’ve AI to build the tool so far. Think I’ve made some mistakes.Bit of background information. So I’ve been employed by a business to consult on a new food menu, cost recipes and implement a standard recipe book. They use airtable in their other venues for some things like inventory management but not kitchen operations. They’ve asked that I try build a tool for the kitchen that can then be shared across the group.Being new, I only got so far and I’m feeling a bit lost and confused about layout, how some things drag information from where and why some things are where they are. The AI tool has got me so far and it’s been good. But to fine dial this tool for their specific needs I am seeking help!How much are consultations? Does anyone do this for free/cheap to build their portfolio? I’m limited in what I can offer as the budget is well blown out on the venue already due to the build.What I need help with is:ingredi

I am a big Airtable fan, I am very careful, but every now and then I create empty records by clicking on sections, etc. Now, I always figure it out and clean up but can only notice beginners do that almost systematically. I am sure certain there are UI enhancements the Airtable team could implement to make people aware they are actually adding entries in a table.

Bonjour, je cherche à faire un formulaire d’inscription à des cours de qi gong.Je souhaite avoir le nom, prénom adresse mail et numéro de téléphone,le choix (case à choix multiple) du forfait choisi (cours unique, forfait 10 cours, ou cour annuel)avec le prix qui s’affiche de chaque forfait Comment dois-je procéder, car j’ai une table “client” une table “forfait”mais le formulaire ne convient pas, puisque le champs “forfait” est un champ texte, alors que je souhaiterai un champ à choix multiple. Merci de votre aide

I am trying to create a call log for our company, but the issue is that I want to figure out how to display multiple back and forth or escalations relating to one call case without adding many rows. I think this could be done with linked records. but here is the schema: Last Name First Name ID Date Type Relation Reason Description Phone Email Link to Assigned Staff / Assigned Team for follow-up. Status (for follow-up) with Resolved or Escalated. I want to demonstrate if it is Escalated that it would move to another person, and allow them to do the next level of response. Or to have multiple entries documenting communication attempts at various levels before Resolved Does that make sense? Feels like I need a sophisticated Junction Table

Hi all,I’m trying to set up a self-linking “Related Records” field in Airtable (Team license) so that when I link one record to another, the linked record automatically shows the same relationship in return, within a single field.Right now I have: A Related Records linked-record field (self-linking within the same table) Airtable’s automatic “From field: Related Records” mirror field, which shows the reciprocal links Functionally this works, but the relationships appear split across two fields.My goal is to have all related records appear together in one field, even if that means creating a new combined field.I’ve tried to figure out if a formula or automation could merge the two linked-record lists into a single multi-value linked field, but haven’t found a way that works.Has anyone successfully combined self-links and their reciprocal “from field” values into one linked-record field?If so, could you share how you set it up (automation, script, or other workaround)?Thanks!

I’ve been trying for a few days to create a budget in airtable, enlisting chat gpt’s help.  It’s been a disaster.  Wondering if anyone has successfully created a budget here yet?  I’m a therapist, this would be a budget for personal and business.   I would import csv files at the end of each month from all the credit cards, venmo, bank accounts (presumably) to fill out the data.  My best, Brad

Looking for input and suggestions for the best approach. I am collecting information via surveys and interviews. Records are created for each survey response based on the respondents name. Based on that survey, I will then be interviewing a select number of these survey respondents. Is it better to have a separate table with notes about interview on a new table, or the same table. If I use a new table, what would the primary field be? I’d still want my notes associated with the interviewees name, right? I initially had a formula for the primary field that used the linked record of the survey respondent i chose for the interview. Seemed clunky..ORShould I just add fields for Interviews in the same table and have a separate table view when needing to add interview data? Notes: I already have another table that will essentially catalog responsibilities each respondent owns. This makes more sense because the primary field here is obviously the responsbility name, linked to the contact/surv

I’ve checked the documentation, but I don’t exactly have clarification on this point, since the explanation is spread across a few different articles.I’m trying to make comments work a little better for my org, and I’m looking into using User fields to auto-set comment watchers. Based on the docs, I understand that “Notify users with base access when they’re added” means they’ll be automatically watching the record for incoming comments, but the language of that sentence is a little unclear. I’m afraid to turn on the setting for fear 200+ people are about to get hundreds of emails. Some questions about how this setting works:Do only users with base access get notified? Are interface users not included? Is the implication that adding a user to that field gives them base access? (Almost certainly a no, but the sentence can be read that way.) What does “notify” mean in this case? Are users notified by email when they’re initially added to the record, or are they just added as comment watc

Hello everyone,We are an experiential marketing agency (BTL Activations) currently optimizing our project management system in Airtable. Our challenge is to build a single system robust enough to handle the complexity of our activations, managing both the top-down master plan and the fast-paced daily service requests.We are looking for examples, case studies, or video tutorials that demonstrate a base structure designed for agencies, specifically focusing on the following two-tier task creation workflow: 1. Vertical Workflow (PM-Controlled Hitos)  Process: The Project Manager (PM) translates the client brief into the main project plan. Need: We need to see how to structure the main Project Tasks table to clearly track Hitos (Milestones) and Critical Deadlines assigned directly by the PM to team leads (e.g., Logística, Creatividad). This ensures all top-level progress is centrally managed.  2. Horizontal Workflow (Team-to-Team Agility)  Process: Direct service requests between functio

Hi all.So I seem to be stuck. I have a table called People. 100s of records with them all associated with a Company Name (from Company Table). Some people are designated (checkbox) as being a billing contact or primary contact for a company. All of this is great. I made a view called People By Billing view that shows me just those markedNow each year we sent out invoices. We have a table called Payments, with one record for each Company in the Company Table.  This is all good. Here is where I am frozen. What I want to do is pull those that are marked as primary or billing from People to link in the Payments. We want this because we send out emails via the SendGrid tool to those people and attach the Payment ID to it so we can process. I wrote a script that loops through a People By Billing and writes them to a linked record in Payments but it keeps overwriting the record already in the linked record, and honestly, I don’t feel like this needs to be a formula. I don’t want me client to

HiI want to have a small database to control my clients pending payments, the idea is to have a a way to see wich services are paid and wich services are not paid yet.  And create a sort of query to search if for example one  particular client has bills that we need to collect, like a balance sheet of the amount that we need to bill to a particular client, and also a way to mark a bill as paid when the cliente makes the payment (for this I guess the checkbox is the best option)I don't know if the explanaition is good enough, English is not my native language but what I want in spanish is Cuentas por cobrar, wich in English I think it is translated as accounts receivableIs this possible on Airtable? How can I do this, I appreciate the ideas since I am a beginner on this system and I am not a programmer 

The new forms look nice, but I liked old ones better. Specifically, it was not as wide and the font size was larger (now it puts a lot of strain on my eyes). How can I use the old design in my forms? Or adjust the font size and how wide the form is?

Thank you for your help, folks!!!! Each EVENT has two or three PROGRAM_NUMBERS with corresponding CREDITS_EARNED for each prog_numevent title prog_num_1 cred_1 prog_num_2 cred_2 prog_num_3 cred_3 event a xyz 1 abc 2 fgh 1 event b xyz 1 abc 3     Each CUSTOMER is affiliated with one or more EVENTS.At the end of the day, I need to produce this:Customer 1 event a xyz 1 Customer 1 event a abc 2 Customer 1 event a fgh 1 Customer 1 event b xyz 1 Customer 1 event b abc 3 Customer 2 event b xyz 1 Customer 2 event b abc 3

Hi everyone, I'm a bit new to using tools like AT and am looking for some feedback. My overall goal is to maintain membership data within organization(s). These organizations are linked together to some capacity and have overlapping members. I want to use this to my advantage so that updates from one organization update the profile of the person (and thus other organizations).I included some organizational charts below to get a better idea of what I’m trying to accomplish. The main problems I’m having with the current setup is:How to handle the unique person ID problem. Data lists provided are not 100% standardized with complete information. only 10% of records may have a phone/email, so do I resort to fuzzy matching based on first/last + zip code?User defined fields. Some clients may have a field they want to store for information like membership ID #, DOB, etc. How do I allow for this without adding a new field everytime and updating all my automations.How to safely handle bulk impor

I am using a new base created with the help of AI. I have a form to enter data, however two blocks say “field deleted” and at the bottom, the “Create” button is greyed out, and it says “The form cannot be submitted because some of the fields have been deleted.” How do I delete these fields in a way that the form isn’t looking for them, and the form can be submitted?

I have two forms on my website: An interest-gauging form where the client fills in their name, email, and a brief message, and a longer form that they’re emailed later. 📄I’d rather not have “John Smith” in two separate databases. Is there a way, upon submitting the second form, for the answers to be combined with or added to the records from the first form, like if they share the same email address or something? 🤔

Hey guys I am new to airtable and trying to develop a weekly schedule for our team based on the projects that are scheduled for that week.We have approx. 20 staff in the field each week, multiple projects running each day and each week. Some projects will only last one day, others might last 5-10 days.I have managed to develop the full week schedule with staff assigned to each job. However, we often need to change the staff each day on each job i.e. a project that lasts 5 days might have different people on it each day. Is there a way to show this view for a week, with the different people on the projects on each dayHere is a picture of our current excel spreadsheet we use that I am trying to replicate Thanks heaps

I’m new to Airtable and could use some advice on setting up my workspace. I’m trying to use Airtable for project management on our self GC custom home build. Right now, I’ve set up: A Budget table (very detailed with financial info) A Schedule/Stages table (broad view of schedule, start & end date, duration, contractor) A Sub-Stages table (all of the “tasks” under each stage, status, priority, responsible party, notes, etc.) The problem I’m running into is that the line items in my Budget table are identical to the line items in my Sub-Stages table. I’d like to avoid duplicating them, but I’m stuck because Airtable doesn’t allow lookups directly from the primary field in another table and I feel like I am missing a better way to do this.What’s the best way to structure this so that my budget line items can also feed into my sub stages, while still keeping financial data separate I fear combining them into one table will be wayy too much information into one table.Thanks in adva

Hi,We run a photo studio CRM with Airtable, and would like to start storing customer end product images there. This would mean some 20-30 images at 2-3 mega each and hundreds of customers annually. We’re on the Team plan so have 20 gigs limitation per base for attachments, so space would end quite soon.The for me easy and obvious solution was to write to Airtable sales to ask if one could just pay for more storage, since we don’t need the Business plan additional features (and eventually that would also hit storage limitations), but they don’t seem to be responding.I know the storage limit is per base so I guess one could somehow create more bases just for adding attachment storage, but I don’t see how to do that. And it seems this would create problems when we need the second, the the third “extra” base.Hence my question here, what would your experiences be with this?Any best practices here?Rgds,Björn