Help
Base Design
cancel
Showing results for 
Search instead for 
Did you mean: 

Base Design Activity

Purchase Order Question--Quantity specifically

Hi All, We're in the medical field and we are currently setting up airtable to handle our inventories for multiple locations. We have set up our product lists, as well as the inventories for each location and we're currently in the process of utilizi...

LSmith7253_0-1679586492608.png
  • 5 Views
  • 0 replies
  • 0 kudos

linking 3 tables

I've got 3 tables - 1) Athlete, 2) Athlete Races and 3) Athlete Weekly Training Score. 1 is linked to 2 and 3, but 2 and 3 aren't linked. 3 is updated every week, with a new entry (score) per athlete each week.For any relevant entries in 2) (i.e. whe...

  • 8 Views
  • 0 replies
  • 0 kudos
andyh by 5 - Automation Enthusiast

Creating a table by importing excel with single select options

I'd like to create a new table by importing from an excel worksheet. There will be 30+ fields and i want the single select options to be True and False.When i've tried to add the single select options manually as answers and then convert the field to...

  • 18 Views
  • 1 replies
  • 0 kudos

Extension is Blank

I first started by using the org chart base template offered by Airtable to add my employee roster details and it spit out a beautiful org chart (parent relationship being manager to subordinate) - no complaints there.However, I now want to take this...

  • 24 Views
  • 0 replies
  • 0 kudos

Using a Lookup field Type

I'm designing my new base and I want to create unique Task ID's that are prefixed with a letter/number combo that links to the site the task is for so DE2 and HGE. The Task ID will auto-create every time I create a new recordFor example: Create New R...

  • 18 Views
  • 1 replies
  • 0 kudos

Tracking all meetings with a single contact

I am building a CRM to track touches with individual contacts. While I have figured out how to set up a reminder to reach out to contact a certain amount of time after their most recent meeting, I am trying to figure out the best way to track/record ...

  • 30 Views
  • 1 replies
  • 0 kudos

API: Filter formula when you have a linked ID

I have a table I need to search through and pull records from.That table has a column that is linked to another table.  I have that link ID.  It's set to a single link (not multiple items).Here's the item from a list that I have retrieved.  I have th...

  • 44 Views
  • 2 replies
  • 0 kudos

Reverse of Linked records?

I have a CAMPAIGN tab where each record is a Campaign. For Example: May, June, July. Each record has a Channel field. that i populate from a linked tab called Channel Type)For example one record is: May marketing campaign and the channel field then l...

  • 41 Views
  • 1 replies
  • 0 kudos

Resolved! Date as a Primary Field [Newbie]

I created a new base in preparation for moving some spreadsheet data. Column 'A' of the sheet is dates.I'm thinking I can set the primary field as a 'date' field and include 'time' in order to make each record unique. After import (copy & paste) I ca...

  • 58 Views
  • 2 replies
  • 0 kudos

Adding records to a filtered list view?

Today I noticed that when adding records to the the bottom/Level 1 of a List view that is filtered on that bottom level, none of the filtered conditions pre-populate, so the new record is automatically filtered out. I tested this in several Base List...

  • 34 Views
  • 0 replies
  • 0 kudos

Resolved! Import to linked fields

Hello,I'm wondering if there's a workaround to import data into linked fields. For example, I'm importing monthly salary information to a data table and the employee name corresponds to the primary field of a different table. Airtable only imports th...

  • 40 Views
  • 2 replies
  • 0 kudos

Looking for someone to create a Sales KPI Dashboard

Hello  Here's a Loom of our vision / needhttps://www.loom.com/share/9aab3ac7462e4340bf67314b63289bd3 If this is a project you'd be interested in, please email go@beyondthepeak.co with the Subject line: I'd like to make your Epic AirTable KPI Dashboar...

  • 44 Views
  • 1 replies
  • 0 kudos

Creating an Address Book / Comm Log without Duplicates

My company has thousands of different contacts that we want to make a communication log for. The idea is two linked tables, an address book and a communication log. The issue is I don’t know a smooth and quick method to add new communications to the ...

  • 34 Views
  • 0 replies
  • 0 kudos

Hide field options

Is there a way to hide options for a field? We no longer want users to be able to select these options but still keep the past records intact. For example an the field Responsible Party has as an option Vendor. Our company is not longer using vendors...

  • 43 Views
  • 1 replies
  • 0 kudos

JIRA Cloud Sync Issue

Hi all,Wondering if any one has experience of syncing Airtable with JIRA Cloud, I've setup a sysnc'd table in Airtable to pul our service desk data so I can build a dashboard, however some of our custom fields have not been pulled though one example ...

  • 51 Views
  • 1 replies
  • 1 kudos