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Record Template Failure

I have a Record Template. It has three relevant Tiers:Project> Phases> TasksWhen I use the template to create a new project, the project name get tagged to the phases and the tasks to the phases, but not the tasks to the project. so i have to manuall...

jkd by 4 - Data Explorer
  • 764 Views
  • 3 replies
  • 0 kudos

Resolved! Multiple product quantities moving inventory to multiple locations

Hello! I've got an inventory board ("Print Products") that has hundreds of products (each with variable quantities). I add new amounts of each product regularly (in "Order Received" and "Products Received" for individual line items). When I sell item...

cadyellow by 5 - Automation Enthusiast
Solved
  • 4233 Views
  • 13 replies
  • 8 kudos

Connecting 'Booked calls' and 'CRM'

I have two tables: 'Booked calls' and then 'CRM'.We are an agency that books calls on behalf of our clients. My booked calls are captured by webhook and linked to various other tables with KPIs. But now I want to build a CRM table for different clien...

Resolved! how to auto assign tasks according to a single select field

Hi Airtable Community,  is there a way to auto assign tasks according to a single select field. I have a single select with multible Teams (CRM, Website, Social Media etc.). I want a new record to be auto assigned to the team lead of the team from th...

mirkolando by 7 - App Architect
Solved
  • 588 Views
  • 1 replies
  • 1 kudos

Predecessors from different table

Hey guys,I am looking for a way to link sets of dates together across different tables. I have a schedule table and a tasks table (tasks are nested under schedules), both have their own dates, I would like the tasks to move with the schedule they are...

cvoith by 7 - App Architect
  • 563 Views
  • 1 replies
  • 0 kudos

Changing Field Type

I want to change a field type from single line text to a multi select. There are 606 records inputted as single line text, but we need to make them multi select as we will be using that data as tags in Softr to create search capabilities. When I go t...

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AnnaB23 by 4 - Data Explorer
  • 1063 Views
  • 5 replies
  • 0 kudos

Time-phased view & analysis of multiple other tables?

Hello!Have a bit of a challenge and wondering if anyone else has been in a similar situation / need, and how they may have addressed it.Scenario(1) Simplified case: Say I have a Projects table that specifies a StartDate, EndDate, and EstimatedHours. ...

ClarifyThis by 6 - Interface Innovator
  • 630 Views
  • 1 replies
  • 0 kudos

Simple Bills/Finance Tracker setup

Hello all, this may be one of those things where I am trying to think too complicated I have a base for my finances -I just need to list my recurring bills, my paydates, and have an output showing a running total of how much $$ needs to be in my acco...

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Base Design for Marking & Viewing Attendance

Hi, Airtable community!I'd love to pick anyone's brains at how I've set up my base.The issue I'm trying to solve feels rather simple. I want to display my attendance record when it gets marked.My current set-up:I have two tables; One with a record of...