Database Examples
Complete database configurations with views, fields, and relationships. Copy and customize for your needs.
Customer Relationship Management (CRM)
Full-featured CRM database with contacts, companies, deals, and activities.
# Base: CRM System
name: CRM System
description: Complete customer relationship management
bases:
# Companies Database
- name: Companies
type: crm
icon: building
color: blue
views:
- type: list
name: All Companies
sort:
field: Company Name
order: asc
- type: board
name: By Status
group_by: Status
- type: gallery
name: Customer Gallery
image_field: Logo
filter:
field: Status
operator: equals
value: Customer
- type: list
name: High Value
filter:
field: Annual Revenue
operator: greater_than
value: 100000
sort:
field: Annual Revenue
order: desc
fields:
- name: Company Name
type: text
required: true
primary: true
- name: Logo
type: image
- name: Industry
type: select
options:
- Technology
- Finance
- Healthcare
- Education
- Retail
- Manufacturing
- Consulting
- Real Estate
- Other
- name: Company Size
type: select
options:
- 1-10 employees
- 11-50 employees
- 51-200 employees
- 201-500 employees
- 501-1000 employees
- 1000+ employees
- name: Status
type: select
options:
- Lead
- Prospect
- Customer
- Partner
- Former Customer
default: Lead
colors:
Lead: gray
Prospect: yellow
Customer: green
Partner: blue
Former Customer: red
- name: Website
type: url
- name: Phone
type: phone
- name: Email
type: email
- name: Address
type: text
- name: City
type: text
- name: State
type: text
- name: Country
type: text
- name: Postal Code
type: text
- name: Annual Revenue
type: number
format: currency
- name: Employee Count
type: number
- name: Account Owner
type: person
required: true
- name: Created Date
type: date
auto_fill: created_at
- name: Last Contact
type: date
- name: Next Follow-up
type: date
- name: Tags
type: multi_select
options:
- Hot Lead
- Enterprise
- SMB
- Referral
- Inbound
- Outbound
- name: Notes
type: rich_text
- name: Contacts
type: relation
related_base: Contacts
relationship: one_to_many
- name: Deals
type: relation
related_base: Deals
relationship: one_to_many
- name: Activities
type: relation
related_base: Activities
relationship: one_to_many
- name: Total Deal Value
type: formula
formula: "sum(Deals.Amount)"
- name: Open Deals Count
type: formula
formula: "count(Deals where Status != 'Closed Won' and Status != 'Closed Lost')"
# Contacts Database
- name: Contacts
type: crm
icon: user
color: purple
views:
- type: list
name: All Contacts
sort:
field: Last Name
order: asc
- type: board
name: By Role
group_by: Role
- type: list
name: Decision Makers
filter:
field: Decision Maker
operator: is_checked
fields:
- name: First Name
type: text
required: true
- name: Last Name
type: text
required: true
- name: Full Name
type: formula
formula: "First Name + ' ' + Last Name"
primary: true
- name: Photo
type: image
- name: Company
type: relation
related_base: Companies
required: true
- name: Job Title
type: text
- name: Role
type: select
options:
- Decision Maker
- Influencer
- End User
- Technical Buyer
- Economic Buyer
- name: Department
type: select
options:
- Executive
- Sales
- Marketing
- Engineering
- Product
- Finance
- Operations
- HR
- IT
- name: Email
type: email
required: true
- name: Phone
type: phone
- name: Mobile
type: phone
- name: LinkedIn
type: url
- name: Twitter
type: url
- name: Decision Maker
type: checkbox
- name: Status
type: select
options:
- Active
- Inactive
- Do Not Contact
default: Active
- name: Lead Source
type: select
options:
- Website
- Referral
- Event
- Cold Outreach
- LinkedIn
- Partner
- Other
- name: Tags
type: multi_select
- name: Created Date
type: date
auto_fill: created_at
- name: Last Contact
type: date
- name: Next Follow-up
type: date
- name: Notes
type: rich_text
- name: Deals
type: relation
related_base: Deals
- name: Activities
type: relation
related_base: Activities
# Deals/Opportunities Database
- name: Deals
type: crm
icon: dollar-sign
color: green
views:
- type: board
name: Sales Pipeline
group_by: Stage
- type: list
name: Open Deals
filter:
field: Status
operator: not_equals
value: Closed Lost
sort:
field: Expected Close Date
order: asc
- type: list
name: My Deals
filter:
field: Owner
operator: is_current_user
- type: list
name: Closing This Month
filter:
- field: Expected Close Date
operator: is_within
value: current_month
- field: Status
operator: equals
value: Open
- type: table
name: Revenue Forecast
group_by: Expected Close Date
aggregate:
field: Amount
function: sum
fields:
- name: Deal Name
type: text
required: true
primary: true
- name: Company
type: relation
related_base: Companies
required: true
- name: Contact
type: relation
related_base: Contacts
- name: Amount
type: number
format: currency
required: true
- name: Stage
type: select
options:
- Qualification
- Needs Analysis
- Proposal
- Negotiation
- Closed Won
- Closed Lost
default: Qualification
colors:
Qualification: gray
Needs Analysis: yellow
Proposal: orange
Negotiation: purple
Closed Won: green
Closed Lost: red
- name: Status
type: select
options:
- Open
- Closed Won
- Closed Lost
default: Open
- name: Probability
type: number
format: percent
min: 0
max: 100
- name: Weighted Value
type: formula
formula: "Amount * (Probability / 100)"
- name: Owner
type: person
required: true
- name: Created Date
type: date
auto_fill: created_at
- name: Expected Close Date
type: date
required: true
- name: Actual Close Date
type: date
- name: Lead Source
type: select
options:
- Inbound
- Outbound
- Referral
- Partner
- Event
- Website
- name: Deal Type
type: select
options:
- New Business
- Upsell
- Renewal
- Cross-sell
- name: Product Interest
type: multi_select
options:
- Product A
- Product B
- Product C
- Services
- name: Competitors
type: multi_select
options:
- Competitor 1
- Competitor 2
- Competitor 3
- None
- name: Next Steps
type: rich_text
- name: Notes
type: rich_text
- name: Attachments
type: file
- name: Activities
type: relation
related_base: Activities
- name: Days in Stage
type: formula
formula: "days_between(now(), Last Stage Change)"
- name: Last Stage Change
type: date
auto_fill: updated_at
# Activities/Interactions Database
- name: Activities
type: activity
icon: activity
color: orange
views:
- type: list
name: All Activities
sort:
field: Activity Date
order: desc
- type: calendar
name: Activity Calendar
date_field: Activity Date
- type: list
name: Upcoming Tasks
filter:
- field: Activity Type
operator: equals
value: Task
- field: Status
operator: equals
value: Pending
sort:
field: Due Date
order: asc
- type: list
name: My Activities
filter:
field: Owner
operator: is_current_user
fields:
- name: Subject
type: text
required: true
primary: true
- name: Activity Type
type: select
options:
- Call
- Email
- Meeting
- Task
- Note
- Demo
- Proposal Sent
required: true
- name: Status
type: select
options:
- Pending
- Completed
- Cancelled
default: Pending
- name: Company
type: relation
related_base: Companies
- name: Contact
type: relation
related_base: Contacts
- name: Deal
type: relation
related_base: Deals
- name: Owner
type: person
auto_fill: current_user
- name: Activity Date
type: date
include_time: true
auto_fill: created_at
- name: Due Date
type: date
include_time: true
- name: Duration
type: number
suffix: minutes
- name: Description
type: rich_text
- name: Outcome
type: rich_text
- name: Follow-up Required
type: checkbox
- name: Follow-up Date
type: date
- name: Attachments
type: file
- name: Tags
type: multi_select
# Automation Rules
automation:
- name: Update Last Contact Date
trigger:
type: record_created
base: Activities
conditions:
- field: Status
operator: equals
value: Completed
actions:
- type: update_related_record
base: Companies
field: Last Contact
value: "{{Activity Date}}"
- type: update_related_record
base: Contacts
field: Last Contact
value: "{{Activity Date}}"
- name: Deal Stage Notification
trigger:
type: record_updated
base: Deals
field: Stage
actions:
- type: send_notification
to: "{{Owner}}"
message: "Deal {{Deal Name}} moved to {{Stage}}"
- name: Follow-up Reminder
trigger:
type: scheduled
schedule: daily
time: "09:00"
conditions:
- field: Next Follow-up
operator: equals
value: today
actions:
- type: send_notification
to: "{{Account Owner}}"
message: "Follow up with {{Company Name}} today"Project Tracker
Comprehensive project and task management database.
# Base: Project Tracker
name: Project Tracker
description: Manage projects, tasks, and resources
bases:
# Projects Database
- name: Projects
type: project
icon: folder
color: blue
views:
- type: board
name: Project Status
group_by: Status
- type: timeline
name: Project Timeline
start_field: Start Date
end_field: End Date
- type: list
name: Active Projects
filter:
field: Status
operator: equals
value: Active
- type: gallery
name: Project Gallery
image_field: Cover Image
fields:
- name: Project Name
type: text
required: true
primary: true
- name: Description
type: rich_text
- name: Cover Image
type: image
- name: Status
type: select
options:
- Planning
- Active
- On Hold
- Completed
- Cancelled
default: Planning
colors:
Planning: gray
Active: green
On Hold: yellow
Completed: blue
Cancelled: red
- name: Priority
type: select
options:
- Critical
- High
- Medium
- Low
default: Medium
- name: Project Manager
type: person
required: true
- name: Team Members
type: multi_person
- name: Client
type: text
- name: Department
type: select
options:
- Engineering
- Product
- Marketing
- Sales
- Operations
- name: Start Date
type: date
- name: End Date
type: date
- name: Actual End Date
type: date
- name: Budget
type: number
format: currency
- name: Actual Cost
type: number
format: currency
- name: Budget Variance
type: formula
formula: "Actual Cost - Budget"
- name: Progress
type: progress
min: 0
max: 100
- name: Health
type: select
options:
- On Track
- At Risk
- Off Track
colors:
On Track: green
At Risk: yellow
Off Track: red
- name: Tasks
type: relation
related_base: Tasks
relationship: one_to_many
- name: Total Tasks
type: formula
formula: "count(Tasks)"
- name: Completed Tasks
type: formula
formula: "count(Tasks where Status = 'Done')"
- name: Completion Rate
type: formula
formula: "(Completed Tasks / Total Tasks) * 100"
- name: Milestones
type: relation
related_base: Milestones
- name: Documents
type: file
- name: Tags
type: multi_select
- name: Notes
type: rich_text
- name: Last Updated
type: date
auto_fill: updated_at
# Tasks Database
- name: Tasks
type: task
icon: check-square
color: green
views:
- type: kanban
name: Task Board
group_by: Status
- type: list
name: My Tasks
filter:
field: Assignee
operator: is_current_user
sort:
field: Due Date
order: asc
- type: calendar
name: Task Calendar
date_field: Due Date
- type: list
name: High Priority
filter:
field: Priority
operator: equals
value: High
sort:
field: Due Date
order: asc
- type: list
name: Overdue
filter:
- field: Due Date
operator: is_before
value: today
- field: Status
operator: not_equals
value: Done
fields:
- name: Task Name
type: text
required: true
primary: true
- name: Description
type: rich_text
- name: Project
type: relation
related_base: Projects
required: true
- name: Status
type: select
options:
- To Do
- In Progress
- Review
- Blocked
- Done
default: To Do
colors:
To Do: gray
In Progress: blue
Review: purple
Blocked: red
Done: green
- name: Priority
type: select
options:
- High
- Medium
- Low
default: Medium
- name: Assignee
type: person
- name: Reporter
type: person
auto_fill: current_user
- name: Due Date
type: date
- name: Start Date
type: date
- name: Completed Date
type: date
- name: Estimated Hours
type: number
- name: Actual Hours
type: number
- name: Story Points
type: number
- name: Task Type
type: select
options:
- Feature
- Bug
- Improvement
- Documentation
- Research
- name: Labels
type: multi_select
options:
- Frontend
- Backend
- Design
- Testing
- DevOps
- Documentation
- name: Dependencies
type: relation
related_base: Tasks
relationship: many_to_many
- name: Subtasks
type: checklist
- name: Attachments
type: file
- name: Comments
type: rich_text
- name: Blocked By
type: text
- name: Time Tracking
type: rich_text
- name: Days Until Due
type: formula
formula: "days_between(Due Date, now())"
# Milestones Database
- name: Milestones
type: milestone
icon: flag
color: purple
views:
- type: list
name: All Milestones
sort:
field: Target Date
order: asc
- type: timeline
name: Milestone Timeline
date_field: Target Date
- type: board
name: By Status
group_by: Status
fields:
- name: Milestone Name
type: text
required: true
primary: true
- name: Description
type: rich_text
- name: Project
type: relation
related_base: Projects
required: true
- name: Status
type: select
options:
- Upcoming
- In Progress
- Completed
- Delayed
default: Upcoming
- name: Target Date
type: date
required: true
- name: Actual Date
type: date
- name: Owner
type: person
- name: Deliverables
type: checklist
- name: Success Criteria
type: rich_text
- name: Related Tasks
type: relation
related_base: Tasks
- name: Progress
type: progress
- name: Notes
type: rich_text
# Time Tracking Database
- name: Time Entries
type: time_tracking
icon: clock
color: orange
views:
- type: list
name: All Entries
sort:
field: Date
order: desc
- type: list
name: This Week
filter:
field: Date
operator: is_within
value: current_week
- type: table
name: By Person
group_by: Person
aggregate:
field: Hours
function: sum
- type: table
name: By Project
group_by: Project
aggregate:
field: Hours
function: sum
fields:
- name: Entry ID
type: auto_number
primary: true
- name: Person
type: person
auto_fill: current_user
required: true
- name: Project
type: relation
related_base: Projects
required: true
- name: Task
type: relation
related_base: Tasks
- name: Date
type: date
auto_fill: current_date
required: true
- name: Hours
type: number
required: true
min: 0
max: 24
- name: Description
type: rich_text
- name: Billable
type: checkbox
default: true
- name: Hourly Rate
type: number
format: currency
- name: Total Amount
type: formula
formula: "Hours * Hourly Rate"
- name: Activity Type
type: select
options:
- Development
- Design
- Meeting
- Planning
- Review
- Documentation
- Testing
automation:
- name: Task Completed Notification
trigger:
type: record_updated
base: Tasks
field: Status
new_value: Done
actions:
- type: update_field
field: Completed Date
value: today
- type: send_notification
to: "{{Reporter}}"
message: "Task {{Task Name}} completed by {{Assignee}}"
- name: Overdue Task Alert
trigger:
type: scheduled
schedule: daily
time: "09:00"
conditions:
- field: Due Date
operator: is_before
value: today
- field: Status
operator: not_equals
value: Done
actions:
- type: send_notification
to: "{{Assignee}}"
message: "Task {{Task Name}} is overdue"Inventory Management
Track products, stock levels, and orders.
# Base: Inventory Management
name: Inventory System
description: Track products, stock, and orders
bases:
# Products Database
- name: Products
type: inventory
icon: package
color: purple
views:
- type: gallery
name: Product Catalog
image_field: Product Image
- type: list
name: All Products
sort:
field: Product Name
order: asc
- type: list
name: Low Stock
filter:
field: Stock Level
operator: less_than_equal
value: "Reorder Point"
sort:
field: Stock Level
order: asc
- type: board
name: By Category
group_by: Category
- type: list
name: Out of Stock
filter:
field: Stock Level
operator: equals
value: 0
fields:
- name: Product Name
type: text
required: true
primary: true
- name: SKU
type: text
required: true
unique: true
- name: Barcode
type: text
- name: Product Image
type: image
- name: Description
type: rich_text
- name: Category
type: select
options:
- Electronics
- Clothing
- Food & Beverage
- Home & Garden
- Sports
- Books
- Toys
- Other
- name: Subcategory
type: text
- name: Brand
type: text
- name: Supplier
type: relation
related_base: Suppliers
- name: Unit of Measure
type: select
options:
- Each
- Box
- Case
- Pallet
- Pound
- Kilogram
- Liter
- name: Stock Level
type: number
required: true
default: 0
- name: Reorder Point
type: number
default: 10
- name: Reorder Quantity
type: number
default: 50
- name: Stock Status
type: formula
formula: "if(Stock Level = 0, 'Out of Stock', if(Stock Level <= Reorder Point, 'Low Stock', 'In Stock'))"
- name: Location
type: select
options:
- Warehouse A
- Warehouse B
- Store Front
- Back Room
- name: Bin Location
type: text
- name: Cost Price
type: number
format: currency
- name: Selling Price
type: number
format: currency
- name: Margin
type: formula
formula: "((Selling Price - Cost Price) / Selling Price) * 100"
- name: Last Restocked
type: date
- name: Last Sold
type: date
- name: Active
type: checkbox
default: true
- name: Tags
type: multi_select
- name: Notes
type: rich_text
- name: Stock Movements
type: relation
related_base: Stock Movements
- name: Order Items
type: relation
related_base: Order Items
# Suppliers Database
- name: Suppliers
type: directory
icon: truck
color: blue
views:
- type: list
name: All Suppliers
- type: board
name: By Status
group_by: Status
fields:
- name: Supplier Name
type: text
required: true
primary: true
- name: Contact Person
type: text
- name: Email
type: email
- name: Phone
type: phone
- name: Website
type: url
- name: Address
type: text
- name: City
type: text
- name: Country
type: text
- name: Status
type: select
options:
- Active
- Inactive
- Preferred
default: Active
- name: Payment Terms
type: select
options:
- Net 30
- Net 60
- Net 90
- COD
- Prepay
- name: Lead Time Days
type: number
- name: Minimum Order
type: number
format: currency
- name: Products
type: relation
related_base: Products
- name: Rating
type: rating
max: 5
- name: Notes
type: rich_text
# Orders Database
- name: Orders
type: order
icon: shopping-cart
color: green
views:
- type: list
name: All Orders
sort:
field: Order Date
order: desc
- type: board
name: By Status
group_by: Status
- type: list
name: Pending Orders
filter:
field: Status
operator: equals
value: Pending
- type: calendar
name: Order Calendar
date_field: Order Date
fields:
- name: Order Number
type: auto_number
prefix: "ORD-"
primary: true
- name: Customer Name
type: text
required: true
- name: Customer Email
type: email
- name: Customer Phone
type: phone
- name: Order Date
type: date
auto_fill: created_at
include_time: true
- name: Status
type: select
options:
- Pending
- Processing
- Shipped
- Delivered
- Cancelled
default: Pending
colors:
Pending: gray
Processing: yellow
Shipped: blue
Delivered: green
Cancelled: red
- name: Payment Status
type: select
options:
- Pending
- Paid
- Refunded
default: Pending
- name: Payment Method
type: select
options:
- Credit Card
- PayPal
- Bank Transfer
- Cash
- Check
- name: Shipping Address
type: rich_text
- name: Shipping Method
type: select
options:
- Standard
- Express
- Overnight
- Pickup
- name: Tracking Number
type: text
- name: Shipped Date
type: date
- name: Delivered Date
type: date
- name: Order Items
type: relation
related_base: Order Items
- name: Subtotal
type: formula
formula: "sum(Order Items.Line Total)"
- name: Tax
type: number
format: currency
- name: Shipping Cost
type: number
format: currency
- name: Total
type: formula
formula: "Subtotal + Tax + Shipping Cost"
- name: Notes
type: rich_text
# Order Items Database
- name: Order Items
type: line_item
icon: list
color: orange
views:
- type: list
name: All Items
- type: table
name: By Product
group_by: Product
fields:
- name: Item ID
type: auto_number
primary: true
- name: Order
type: relation
related_base: Orders
required: true
- name: Product
type: relation
related_base: Products
required: true
- name: Quantity
type: number
required: true
min: 1
- name: Unit Price
type: number
format: currency
- name: Line Total
type: formula
formula: "Quantity * Unit Price"
- name: Notes
type: text
# Stock Movements Database
- name: Stock Movements
type: transaction
icon: trending-up
color: red
views:
- type: list
name: All Movements
sort:
field: Date
order: desc
- type: list
name: Today
filter:
field: Date
operator: equals
value: today
- type: table
name: By Product
group_by: Product
fields:
- name: Movement ID
type: auto_number
primary: true
- name: Date
type: date
auto_fill: created_at
include_time: true
- name: Product
type: relation
related_base: Products
required: true
- name: Movement Type
type: select
options:
- Stock In
- Stock Out
- Adjustment
- Return
- Damaged
required: true
- name: Quantity
type: number
required: true
- name: Previous Stock
type: number
- name: New Stock
type: number
- name: Reference
type: text
placeholder: "Order #, PO #, etc."
- name: Reason
type: text
- name: User
type: person
auto_fill: current_user
- name: Notes
type: rich_text
automation:
- name: Update Stock on Order
trigger:
type: record_created
base: Order Items
actions:
- type: update_related_record
base: Products
field: Stock Level
operation: subtract
value: "{{Quantity}}"
- type: create_record
base: Stock Movements
fields:
Product: "{{Product}}"
Movement Type: "Stock Out"
Quantity: "{{Quantity}}"
Reference: "{{Order.Order Number}}"
- name: Low Stock Alert
trigger:
type: record_updated
base: Products
field: Stock Level
conditions:
- field: Stock Level
operator: less_than_equal
value: "{{Reorder Point}}"
actions:
- type: send_notification
channel: email
to: "inventory@company.com"
subject: "Low Stock Alert: {{Product Name}}"
message: "{{Product Name}} (SKU: {{SKU}}) stock level is {{Stock Level}}. Reorder point: {{Reorder Point}}"This file continues with more examples. Would you like me to continue with the remaining database examples (Content Calendar, Bug Tracker, Employee Directory)?