Position
A seat in the organization that remains when its holder changes.
Source table: Positions in Core Record Types. A Position is a seat with a title that survives a change of occupant.
Rules and relationships
Place the seat in exactly one unit: Business Unit (Organization), (Department) or (Team). Set the occupant through Membership.Position Held; Held By is the inverse link. Reports To (Position) and Direct Reports (Position) model reporting between seats; Membership reporting relates people in context. Held By - OLD is legacy text; its description still says it links the old Memberships table.
Lifecycle and checks
Lifecycle Status is Draft, Active, On Hold, Archived or Superseded. No formula checks that exactly one unit is set.
Source fields
Names, types, options and links are those configured in Core Record Types. The meaning is the first line of each field description in Airtable. Options describe configuration; they do not prove a rule is enforced elsewhere.
Recorded values
| Field | Type | Meaning | Options, link or calculation |
|---|---|---|---|
| Name | Text | Stores the title of this seat as the company uses it. | Entered value. |
| Lifecycle Status | Single select | Stores where this seat stands in its life. | Draft, Active, On Hold, Archived, Superseded |
| Held By - OLD | Text | Links every membership in the Memberships - old table that holds this seat. | Entered value. |
Links
| Field | Type | Meaning | Options, link or calculation |
|---|---|---|---|
| Held By | Linked records | Links every membership that holds this seat. | → Membership · several records |
| Business Unit (Organization) | Linked records | Links the company this seat sits in, when it sits directly under the company. | → Organization · several records |
| Reports To (Position) | Linked records | Links the seat this seat answers to. | → Position · several records |
| Direct Reports (Position) | Linked records | Links the seats that answer to this seat. | → Position · several records |
| Business Unit (Department) | Linked records | Links the department this seat sits in, when it sits inside a department. | → Department · several records |
| Business Unit (Team) | Linked records | Links the team this seat sits in, when it sits inside a team. | → Team · several records |
| Tags | Linked records | Links optional labels from the shared Core Tags catalog. | → Tag · several records |
Example (fictitious)
Example Roofing LLC has a “Sales Representative” seat under its Sales department. When Sam Example leaves and Jordan Example takes over, the Position stays; only the Membership links change.
Use by other systems
Sync direction and the source view are confirmed only where the note says so; see Architecture and ownership.
| System | Local table | Note |
|---|---|---|
| KPIs & OKRs | Position (mirror) | — |
| CRM | bds:position | — |