Have automation to run when record is created, When record is created, It will set added_date, add_by(person email) and set record as active. It does 2 of 3… It doesnt add person email address. What could I be doing wrong?
Solved
Automation not updated "Added_by" which is user.email
+7Best answer by TheTimeSavingCo
Nope, you’re not missing anything. Airtable has two types of forms, internal and external. With external forms you can turn on ‘See who submitted a response’, and for internal forms the users are logged in anyway so that’s automatic
You’re using an internal form, so you don’t need to turn that on and will already know who submitted the form via the ‘Created by’ field!
+7Form..
+35Ah yes, that’s one of the limitations (possibly a bug?) with creating new records through an external form.
Unfortunately, the “user who took action” option doesn’t know who submitted the record through the external form, even if the user is logged into Airtable.
Personally, I believe that this is a bug in the product, so I would recommend emailing support@airtable.com to ask them to improve this behavior.
There are a few workarounds to this limitation:
- You can have people log into your Airtable base or log into your Airtable interface, and have them create the new record internally within Airtable itself (i.e. not using the external form that you setup). This can be done through an internal form, or just directly through the data layer or interface layer.
- Same thing as #1, but you can create a “created by” field in Airtable, which will show you who created the record. You can use that field in your automation to get their email address. (Again, they would need to be logged into Airtable for this to work.)
- You can have people type their own email address on the external form.
- Another option would be to create a table of users with email addresses, and then, on your form, have the user choose their own name from a linked record field of names from the users table. Then, after form submission, you can have a lookup field that automatically displays their email address from the users table.
Even better, if you use Fillout’s advanced forms for Airtable for this, you can immediately display the email address on the form, because Fillout supports hundreds of advanced features that Airtable’s forms don’t support, such as displaying lookup fields on forms or updating records with a form.
- There is also a more expensive workaround to this problem, and it also provides an extra layer of security as well. A few of my clients have used this method. If you signup for Fillout’s Enterprise Plan, you can enable SSO on your forms, which requires people to sign into your forms using their email address. Then, you can automatically grab their email address from their SSO login. As far as I recall, they only need to sign in once, so it won’t be an ongoing hassle for them.
Hope this helps!
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+31Hm, does this look right to you?
And I’ve set it up here for you to check out
It works by turning on ‘See who submitted a response’, which gives us a ‘Created by’ field, that we can use to grab the email from:
+7Hm, does this look right to you?
And I’ve set it up here for you to check out
It works by turning on ‘See who submitted a response’, which gives us a ‘Created by’ field, that we can use to grab the email from:
Im sorry, using interface > Add Record
I did create a form now, however not sure how to link interface to a form using the add record at the top
+31Oh that works just fine too:
+7I do not show “See who submitted a response” besides on form edit. Which add record is not really apart of it? Am I missing where this setting is?
+31Nope, you’re not missing anything. Airtable has two types of forms, internal and external. With external forms you can turn on ‘See who submitted a response’, and for internal forms the users are logged in anyway so that’s automatic
You’re using an internal form, so you don’t need to turn that on and will already know who submitted the form via the ‘Created by’ field!
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