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  • 5,191 Topics
  • 16,172 Replies
5191 Topics
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itoldusoandsoInspiring
asked in Automations
Automations page in Airtable loading really slow

Anybody noticed that or is it just me. It takes forever. Any page on automations, when switching between automation flows, or looking the history etc, it takes about 5 minutes for me to show.UPDATE:Sorry false alarm. Weird. Reloaded the browser and the automation page loads fine now. I would delete the post but I can’t. Not fan of seeing the forum all dark.

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jzellerNew Participant
posted in Automations
form template

I would like to take data from airtable to put on pdf template or a template to be emailed out eventually via zapier outlook intergration Which 3rd party company is the best to integrate with zapier and airtable.  Documint, Formstak, PDF Monkey etc? 

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TGL-TANew Participant
asked in Automations
My automations have stopped working all of a sudden

I haven’t used up my automation runs for the month, but all of my automations have stopped working suddenly. They worked yesterday, but today, they aren’t. Each step when tested runs well, but if I try to edit the conditions or create another automation, I get this ‘Sorry your request conflicted with another change’ message.Can anyone help please? 

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Mike_AutomaticN
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LimiKnown Participant
asked in Automations
Set up of an automation based on date and status

I added an automation to a task management base that is intended to send a reminder email every month to each staff that has tasks on their list that are not marked as a completed status by the time the email is triggered.This month there were 104 incomplete tasks that about 5 staff are responsible for. The email was triggered and each staff received one email, but in the cc’d line were 104 email addresses so i obviously set it up wrong. See the screenshots of how it is set up- what am i missing?#1 #2 

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AceCreatesNew Participant
posted in Automations
Are you looking to connect WordPress and Airtable using Airtable API? We'll set you up for free

We built a WordPress Plugin for Airtable that does not use embed or syncing (copying).This means the info from your bases will be displayed in real-time alongside your webpage, matching the same theme and styling, and it will look great on any screen size.I'm curious to see if you have a use case for this at your organization.Since we're still adding more features, I'll set up the first 50 organizations for free (WordPress users only). Just send me a message or add a comment here or . Please be patient till we get to you 🙂The plugin connects using Airtables API, currently it will let youCreate Unlimited pages with Cards, Tables, Calendars Layouts using Airtable dataCreate WordPress based Airtable logins and Portal pagesReal-time Info from Airtable. No EmbedsUpdate and Create Airtable records from WordPresshttps://sfplugin.com/airtable

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leliardNew Participant
asked in Automations
Time problem in gmail mail automation

Hello,When I confirm an appointment by email with the date and time, the times indicated in the email are off by minus 2 hours.For example: I sent an automatic confirmation email with an appointment for Saturday, May 17th, between 9:00 AM and 10:00 AM.The email sent by automation indicates the time indicated as 7:00 AM and 9:00 AM.Can you explain what is causing a 2-hour difference between the email I sent and the data in my database?The appointments in my diary are correctly positioned at the right time. Thank you in advance.Sincerely,I live in France

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DisraeliGears01
Tim_Steppich
Tim_SteppichNew Participant
asked in Automations
"Insert Record As" -> Grid: How to set the order of the columns?

Hey guys, I’m using the “Insert Record As Grid” feature in Airtable (screenshot below). When I choose this, it lets me choose the columns I want included in the grid.The columns of the grid appear in the order of the dropdown list that appears.Where does Airtable take the order of the dropdowns? From a specific view?I want to order the columns differently but it does not work. I have lots of different views, so I don’t know which view determines the order of the columns. Would really appreciate the help! :) Thanks so much in advance!  

532
Mike_AutomaticN
Michael-Zimmer
Michael-ZimmerParticipating Frequently
asked in Automations
How to know how many actions or operations is enough from Make or Zapier

We are getting close to determining of going with Zapier or Make. I know very well the feedback about Make vs Zapier. However, the decision is more than just me. Either way, our team has a question on how to best judge how many actions or operations is enough?At minimum we’re quoted around 300k-500k runs. I can understand there is a number of variables at play.Some considerations:From an Airtable perspective on an Enterprise account with over 20 apps used across the organization for about 150 editors Considerations to connect Airtable with ServiceNow, MS products, and other financial tools Starting out with about 5 developers using the API solution Definitely be capitalizing on the AI offerings either hasIf anyone has insights on how to determine what is needed love to hear about it.

493
ScottWorld
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AnxiousInspiring
posted in Automations
Update Record From Form Automation: Don't delete data if form field left blank?

Okay, so it's 2023. Is it possible to update information in a record via a form and not delete data if the form field is left blank yet? I wish to allow users to update database information via a form, but I do not want the existing data in a field to be deleted if the user leaves a form field blank.Is there a way to achieve this in the Airtable UI and not third-party apps?Is it possible to add to the photos via this form submission instead of replacing all the photos with the update form? For example, photos 1, 2, and 3 already exist in the data. A user used the update form and uploads image 4. So it would update the data to have photos 1, 2, 3, and 4. As it is not, it replaces photos 1, 2, and 3 with just photo 4.Thanks for reading!

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ScottWorld
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HakanaiNew Participant
asked in Automations
A field containing the best image available, without manual work

I have a table where there are potentially multiple images available:Two columns linking to other records, then One Lookup column for each of those to look up the image attachment, and then finally, One more column where I paste a screenshot, used for cases where neither of the other links are present.So there are potentially 3 columns which could contain an image attachment. If I were to try to build a sensible gallery or an app, I’d only want one image for many of the views, so I’d like to make a Best Image column.The rules are more or less:Does Source 1 exist? If so, use Source 1 If not, does Source 2 exist? If so, use Source 2 If not, use Screenshot  If I try to do this using a Formula column, I end up with what looks like a URL to the image on dl.airtable.com, instead of it displaying the image. The docs do say that attachments can’t be returned from formulae. The thing it does return may be usable for a webapp still; I haven’t yet tried. At the very least, it isn’t viewable

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TheTimeSavingCo
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oreocereusKnown Participant
asked in Automations
Check if record that has triggered automation still exists in conditional actions?

I use a lot of linked records.Occasionally I have an issue where a [Record from table A] is deleted (by a user or automation with script) which triggers the deletion of a [Record from table B] it is linked to (by a user or an automation). Because changes to from [Record from table A] look up fields in Table B trigger other automations, these automations start running before Record from table B is deleted. However Record from Table B has finished deleting before the other automations have finished. This isn’t really a major issue, but it is an alert in airtable and my emails that I need to check to make sure something else isn’t going wrong.  Is there a clever way I can simply check if the record still exists as a conditional action in running the automation? I realise this could be resolved by redesigning other automations, but that will require redesigning several dozen.

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Jared_HedgesNew Participant
asked in Automations
Total number of times a record has been modified

I’m trying to create a field that automatically tallies up the number of times each record has been modified. Does anyone know of a way to automate this? Thanks!

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ideixelNew Participant
posted in Automations
Sending a single email for multiple records that fit conditions

We have a variety of projects and ask teams to log their cumulative monthly hours worked for each project. We have an "Hours" table where each row is associated with a project, a month, and a year. Then the team goes into the table to enter # of hours worked for each project. I have the table grouped by month. For example, the grouped field for January 2023 group has a list of 8 projects:TeamMonthYearProject# Hours WorkedOperationsJanuary2023Project A OperationsJanuary2023Project B OperationsJanuary2023Project C OperationsJanuary2023Project D OperationsJanuary2023Project E OperationsJanuary2023Project F OperationsJanuary2023Project G Teams are asked to enter their hours by the first Monday of each month. I want to create an automation that sends an email to teams that haven't entered in their hours yet. However, I do not want it to send a separate email for every single record that is empty - I want it to be one email that says the team has

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Sherman
ShermanInspiring
asked in Automations
Line Breaks in Automation when writing from Multiselect

I’ve managed to get Markup URLs {[Text](URL)} working when sending emails by automating a field to be written with an automation. However, I’ve lost the ability to separate lines in the email. So, this automation:Gives me this (one is grid and one is line):Any thoughts on how I might be able to throw a line break between these items?

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Mike_AutomaticN
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Alex DennyNew Participant
asked in Automations
Automation Teams Help - Can you change who the notification comes from?

I set up automations for my team so that the next person in the workflow gets notified when the previous step in the process has been completed. However, since I set up the automations, they all come from my Teams account. Is there a way to change this so that the person who enables the automation “sends” the message? 

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Mike_AutomaticN
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sregornNew Participant
asked in Automations
Strange automation failure

This automation is designed to automatically update two fields of a newly created record submitted via form. Neither of the fields being updated by the automation is "Formula Name", which is the field that appears to be causing the failure. Anyone have any idea what is going on here?

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sam-lsf-lstParticipating Frequently
asked in Automations
Automated Emails No Longer Being Sent Through GMail, But Log Shows Successful

I have several automations set up to send emails through gmail based on certain conditions (dates coming up, status changes, etc.). They have been working like a charm until yesterday! 2 different gmail accounts should have automatically sent 200 or so emails each. 1 gmail address seems to have worked fine. The other sent maybe 5 or 6 of the emails but not the rest. However, the automation log shows all 200 were successful. I know they didn’t actually send because I have the emails BCC myself, to ensure they show up in my gmail account. Now when I am testing the automations, no emails are sending, even from the address that worked yesterday. I tried relinking the google accounts to airtable. No dice! Any ideas??

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Joe_TroyerNew Participant
posted in Automations
Link In Gmail Automation Broken

Example Of URL/Link in email thats broken, and I need help fixing: Image 2021-02-11 at 10.40.0... Use Case: This email gets sent from an air table automation. The URL is from a field in my table that I’m using CONCATENATE to dynamically add an email to the URL. DT HR: General Phase 1&2 - ... When I click on the URL in the cell in airtable it works. Example: docs.google.com Phase 2 of the Hiring Process Video Recording Phase The link is just being cut off in the email. See first image example above. Help?

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Irit_Levi
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PandrewsNew Participant
posted in Automations
Automation to update a field based on a barcode scanned.

We utilize Airtable to keep record of barcoded assets located at 10 different locations. When we do a physical inventory we have to manually search the item by barcode number and use the checkbox field to check that it has been inventoried.  I'm looking for a way to set an automation to simply scan a barcode the item being inventoried and using automation Airtable will find the record and update the checkbox field.

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Taha-Jiruwala
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adehaan86Inspiring
asked in Automations
Automation not being triggered

I have automation where if number in employee table is above 6 trigger automation, If I manually select record and run automation it works as it should.. Just not sure why its not being triggered.So employee was at 7, I created another entry using interface, It moved to 8. Automation did not run.  

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ScottWorld
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EK7New Participant
asked in Automations
Airtable URL expiring - what is the solution? (Zapier x Airtable x Ghost)

Hi everybody, as you can see I try to connect my airtable with my ghost CMS and I click “yes” on the field where it says “include file content, because it seems an existing problemn with Airtable. But whatever I do in zapier, it still an outdated URL. Is there any workaroudn to fix this?

817
TheTimeSavingCo
Jason_Hill
Jason_HillInspiring
asked in Automations
Email Received Scipt Parse

Does anyone have a current script that is parsing any emails beiing received in the new “trigger when email received”. I am trying to parse the body, but I cannot figure out the inputs from the email received.I get errors on all of the inputs. My reason for the inputs, is that the receivedDate didn’t work.// Get inputs from the automationlet inputConfig = input.config();let subject = inputConfig.subject;let body = inputConfig.body;let receivedDateRaw = inputConfig.receivedDate;// Optional: log inputs (for testing)console.log("Raw receivedDate:", receivedDateRaw);console.log("Subject:", subject);console.log("Body:", body);// Parse date string into Date objectlet receivedDate = new Date(receivedDateRaw);// ✅ Function to get the next Tuesdayfunction getNextTuesday(date) { let day = date.getDay(); // Sunday = 0, Monday = 1, ..., Saturday = 6 let daysUntilTuesday = (9 - day) % 7; if (daysUntilTuesday === 0) daysUntilTuesday = 7; let nextTuesday = new Date(date); nextTuesday.s

504
Jason_Hill
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NdrewYNew Participant
asked in Automations
recordId does not exist for my automation script to work

Hi there, I’m trying to create an airtable automation script whereby it takes in the Full name of a record and changes only the first letter into uppercase (upper caps). This is my code, I can’t seem to get it to work, can anyone help me with this? let table = base.getTable("Training Masterlist"); // Use the correct field name that maps to the automation's Record IDlet recordId = input.config().AirtableRecordID;  // Correct this if it's named differently // Ensure that the recordId exists, if not, log an errorif (!recordId) {    throw new Error("Record ID is undefined.");} // Field namelet fullNameField = "Full Name (As in NRIC)"; // Fetch the record that triggered the automationlet record = await table.selectRecordAsync(recordId); // Get the current value of the "Full Name (As in NRIC)" fieldlet fullName = record.getCellValue(fullNameField); if (fullName) {    // Convert the full name to the desired format    let formattedName = fullName        .split(" ") // Split the name into words

653
Lom_Labs
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adehaan86Inspiring
asked in Automations
Automation not updated "Added_by" which is user.email

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?   

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arshadqureshiNew Participant
posted in Automations
automation isn't working on time scheduled time

Scheduled trigger not working as expected 

794
Mike_AutomaticN

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