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Weekly Business Health Check - Form, Data, Dashboard - How to do it?

Hi,  I'd like to create a "Business Health Check" Dashboard, and I'm thinking Airtable might be a good way to do it,  but as a new user I'm not sure how to start. Basics:1. Dashboard view:   Show changes to each category over the past few months (lin...

TonyD by 4 - Data Explorer
  • 111 Views
  • 3 replies
  • 1 kudos

How do I create a "sign up" form?

Hello. I'm brand new to airtable. Less than 2 days. I'm struggling a lot. I have a table with basic member info in it (member id, first name, last name, email, etc).  Now, I want to create a form, let's call it "sign up for party". I want the results...

sorapool by 5 - Automation Enthusiast
  • 392 Views
  • 4 replies
  • 0 kudos

Show related documents from the same project/sender

Hi,I've got a scenario i'm trying to solve with the interfaces... To give you some background information: i'm working a a project which involves taking care of incoming documents: tag them with info like sender, assign them to the correct project an...

Reinout by 4 - Data Explorer
  • 172 Views
  • 3 replies
  • 2 kudos

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...

Sarah_Wade by 5 - Automation Enthusiast
Solved
  • 234 Views
  • 5 replies
  • 3 kudos

Resolved! Form View: US State drop down field

I am creating a form for our website that I will need external users to fill out. I want to minimize user input error so I have created a table with state names/abbreviations to link to the form. When they start to fill out the state it populates opt...

lou2 by 4 - Data Explorer
Solved
  • 232 Views
  • 4 replies
  • 1 kudos

Use Airtable to create workplace

Hi Folks,I was wondering if you know if we can use Airtable to create groups and allow collaborations between participants and allowing chats (something similar to idea of Facebook).  Thank you 

Creata a Bills to Payment management system

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 bi...

Erikajim by 4 - Data Explorer
  • 207 Views
  • 1 replies
  • 0 kudos

Form Builder - hidden linked record field default value

The documentation seems to indicate that you can set a default value for one or more hidden fields in the Form Builder. This does not seem to work, at least for linked records."Default value - In most fields, you can insert a default value that the f...

CSO by 4 - Data Explorer
  • 213 Views
  • 1 replies
  • 1 kudos

Expert needed

I am looking for a developer who can help me set up and automate my real estate business on Airtable and integrate it with my facebook page

REMAX by 4 - Data Explorer
  • 169 Views
  • 1 replies
  • 0 kudos

Timeline Summary Variable Values

Is there a way to make a timeline's summary bar display different values over a given object's duration? I'm trying to make a map of the effort levels for various projects to forecast my team's workload at a given time (not using utilization because ...

paul-morrill by 5 - Automation Enthusiast
  • 142 Views
  • 0 replies
  • 0 kudos

Share only one Interface view

Hello, hope you are good!I've created an Interface view that i'd like to share to others without granting them the access to the entire base.Right now i just found this  I'm using the free plan, does it mean that the only way i can share my Interface...

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Ad Inventory Management System

Hello, we are hoping to build an ad inventory management system that allows us to track when certain ad products are booked.Each ad product has different frequencies (some can be booked 1x a week or some can be booked only for thursdays or can run a ...

ckgurl by 4 - Data Explorer
  • 942 Views
  • 0 replies
  • 0 kudos

Form fillout linked to two tables (SalesOrder, SalesOrderLines)

Hi, I am a new user of Airtable. I'm creating a new Sales Base for a carpet company.  I have two tables, Sales Orders and Sales Order Lines, which are linked one to many. I want to create a Form, Enter the Sales order information, and then be able to...

stevem1981 by 4 - Data Explorer
  • 508 Views
  • 1 replies
  • 0 kudos

Suggested base/table design when each step has unique sub-steps

I'm creating a workflow/process tracker using Airtable. I have the following tables:WorkflowsStepsWorkflow RunsStep RunsThe Workflows table contains a list of workflow names, e.g. "New client onboarding workflow".The Steps table contains all the step...

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ebbpum by 4 - Data Explorer
  • 433 Views
  • 0 replies
  • 0 kudos