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Base Design Activity

Membership Database with Dues Payment

I work at a nonprofit organization that is also a neighborhood association with dues paying membership. Currently, we have all programming participants in a main base that links them to events and other things. The records serve as almost a "client p...

  • 193 Views
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Create Invoices from line items Quotes/Projects

I am looking for some guidance on how to move our progress invoicing to airtable.We have been using Airtable for a few years now and it works great in having everything centralized. Mainly using it as a custom built CRM.We are working on multiple pro...

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Add multiple companies to one interaction

Good day fellow AT'ersI can copy paste multiple company names into an empty field of 'companies' in the interactions table.The result is that AT will add for every company a new interaction. For example, if I paste 3 companies, AT will add 3 new reco...

  • 61 Views
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Splitting a large base into two bases

Say I have this Base A. As I have more and more Tables added to it, I want to split it to twoBases A and B to better separate my workgflow.Is there a trick to make a table in base B keep linked to a table in Base A? I understand I can use Synced Tabl...

  • 59 Views
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Sending Links to a View

Hi,Being somewhat new, I have a couple of questions about sharing views.I have a base for a book club.  It has a Members table and a Books Read table.  The Books Read table contains Date, Title, Author and Member who proposed the book.  This field us...

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Resolved! Import with linked data

HelloI have two tables Customers and Orders. They both have a CustID to link the order to the customer that placed it.I need to import a CSV file to Orders and this includes the CustIDI can import as a regular field but can't figure out how to import...

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Resolved! Get latest order for a customer

HiI have two tables Customers and Orders.  They are linked on CustIDI want to be able to find the latest order date (Order Date) for each customerAny ideasThanksMike

  • 156 Views
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Resolved! Data estructure

Hi there: There are two records with to dates, I need to use the DATETIME_DIFF function, but it only works If I have the fields side by side, not in two diferent records. How can I work this out?

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Resolved! Three-level nested tables for small business

For my small business, I have three levels of information I'm trying to manage. I have (a) the human client, (b) their pet, and (c) the services that they want for their pet. Each human can have multiple pets, and each pet can have multiple services....

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ahj by 4 - Data Explorer
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Resolved! Can a form be used to enter new info for two different bases?

Hi everyone, a coworker and I are designing a new AT system to help our communications team manage content production, marketing campaigns, and individual tasks related to both content and campaigns. To solve for multiple needs and use cases, we're t...

  • 143 Views
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Preserving existing record values while updating a pay rate

I have a payroll base that tracks timesheets and commissionable transactions for our employees. It includes the following linked tables:EmployeesTimesheetsThe Employees table includes information for name, address, email, etc. Additionally, there is ...

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Linked Record - editing the displayed fields

I have a screenshot above where the linked record displays Tags and Employee ONLY. I discovered that they normally pull the displayed fields from the primary view of the table. However, I already checked my Tasks table but I really cant find the view...

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  • 78 Views
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Resolved! Navigation in New Base

Very new user here.I have a simple base with one table and one form.  It is designed to add new people to a mailing list.  I created a form to add new records, and that seems to work fine.  Now I need to create a navigation.  I would like to see a si...

  • 157 Views
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Connect to multiple tables for "link to another record"

Is it possible when selecting "Link to another record" to be able to connect to multiple tables? I can only see the option to link to one table (multiple records, yes, but multiple tables, no)? Or any workarounds for this?I'm building out a content m...

  • 93 Views
  • 1 replies
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Resolved! Why can't I convert text to date when importing excel sheet?

Hi,Every time I try to convert the multiple select field (automatic field from import) to Date (with time included), I get this message that some cell data may be cleared. And indeed, most of the cell data were cleared. I don't understand this as my ...

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  • 109 Views
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How to filter linked records?

I have two tables:A. MeetingsB. Representatives'Representative' on table A (Meetings) is a 'Link to another record' leading to the items on table B (Representatives).I have a need to filter the Representatives table so that it'll show stats for a giv...

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  • 109 Views
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Which is better: Single select vs Linked record?

I usually use linked record for choice option instead of single select, just in case of use with other tables. As my records keep growing, I am worried about the record limit.Does number of choice in single select also count as record limit per table...

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