Automations

Hi everyone, I am not sure if what I'm trying to do is even possible, but hopefully it is!I am improving my office's Airtable and I have two sheets, for simplicity we will call them "Places Sheet" and "People Sheet" (these are what the records under each are). Under the People sheet, I have a column where one or more Places are linked when relevant. Now, I would like a column in the Places Sheet that shows me which People (ideally through a Linked Record) have that Place as a linked record on the People Sheet. So, in effect, when Record A from the People Sheet links to Record B from the Places Sheet in a specific field, Record B also links back to Record A.I could go through and do this for each individual, but some People have more than one Place linked to them, and there's well over 1000 records under the People Sheet and over 300 records under the Places Sheet, so I'm really hoping I can automate this process.

I have an automation where I first create a list of records and sort them by priority, then I put them into a repeating group to run scripts on them one at a time. But, it seems as though the repeating group will run those functions with multiple items being processed at a time, not one at a time.  Is there a workaround so that I can process the items within a list one at a time in the repeating group? Thanks! 

I would like to use automation, to look for a matching bank statement, related to a payout. In english terms, the automation would be something like this:When Payout with Payout Date is at least 14 days agoThen, Find Record in Bank Transactions where Date is after Payout.Payout DateFor number fields or text fields, there is the little gear icon on the right which allows you to set dynamic variables. It seems this is not available for dates.See screenshot below. Am i missing something? Why would this not be available for dates?     

Hy, friends! I was trying to create dependent dropdowns using the “If a record matches the conditions” then “Find Records” automation. I can’t do it, maybe I’m doing something wrong? Can anyone help me or explain the essence of automation?

I'm doing a read-only base to give to others as a template and I noticed my automations don't transfer when they copy the read-only base. Is this right? Is there a way to make sure they cross over?

Hi,I have a table where people insert new records through an Interface, one of these columns needs to be unique.My issue is that i cannot stop people from inputting the same data by mistake through Airtable's Interfaces (so for example they need to fill the form  with "12345", but they write "21345" by mistake, and "21345" is already there in the database), so i want to catch this duplicate's existence afterwards by sending an email and performing other operations when it happens.Do you know if this can be done?

Hi,I created a base linked to a form that insert records. When a record is inserted or updated in my base, some automations are linked to perform actions. Everything worked fine till two days ago, now the trigger of the automations does not activate and actions are not performed, but they work fine when I do manual tests.Can someone help me? I have a free plan but all the things I use are included in that plan

Hi. I couldn't find any specific information related to this. We are currently looking into possible options to conver a Google-Sheets based system to something more thorough.  We want to make sure we do not hit any walls later on in the future, once the system starts to grow. For the Pro plan, there is a 100k automations limit per month.  If you perform automations outside of AirTable, using Make or Zapier, for example watching rows and then updating rows based on certain conditions - would these count towards AirTable automation limit? My intuition would tell me no, but I would prefer to be certain about this - as that way I know we always have a plan B if we hit the limit.

Hey, Is it possible to rate one record multiple times (1 collaborator to rate same recordmultiple times), and later on to show an average rating? And to do that with multiple collaborators? For example, restaurant review, Can I rate the same restaurant multiple times, and calculate the average rating for that particular restaurant? And that average rating to be a combination of multiple different ratings from multiple collaborators. I’m not quite sure how to do that… Thanks

I'd like to set up an automation to send an alert when two records have the same value in a date field.For example, Record A has a date of August 6.  Record B has a date of August 7.  Then the date of Record B changes to August 6 (same as Record A).Can someone please tell me if this is possible, and if so, how?

Hey guys,I have a lot of blog posts that I am trying to showcase on my website but I don't have the room to store them in the webflow CMS since I use CMS for a lot. I would like to avoid upgrading the website plan as my blog posts will eventually out grow the limited amount of CMS items webflow offers anyways. Is there anyway to view my airtable CMS items to my website WITHOUT storing them in the webflow CMS?Thanks!

I am trying to create an automation so that everytime a new record is created in the "link to another table" column, the SUM tag is automatically printed. This is because I am trying to do a cumulative sum but am unsure as to how to get it to automatically update and display the sum when a new record is created.

Hi! I’m not sure if this is possible and if so, how. But is it possible on Airtable to use a script so that when a record status changes, to get a popup to appear that contains information relative to that record and a confirmation button that will allow the base user to launch an action through that button (via webhook for instance) ? Thanks 

Good day!I have an issue with an automation that SHOULD populate a table from the above data. The records that don't have the little green star should still be used for the automation to populate this table:The first table has 6 records that aren't being populated and should, into the second image.The image doesn't show the trigger being on, but I checked one later for the test, and it still is giving the invalid input. Not sure what is incorrect. Any pointers?   

I have an Automation that is triggered by the appearance (in a new form-generated record in Table-A, {T.A-Rec.1} ) as having a non-empty value in a field {T.A- Field.1’}.  This {T.A- Field.1} is a link to a record in Table-B.Record {T.A-Rec.1} ALSO has a link field {T.A-Field.2} containing a link, {Ref.C.Link}, to a record in Table C.I wish to update a record in Table C, the record referenced by {Ref.C.Link}.  The field in the referenced Table-C record that I want to update is {T.C-Field.3}, also a link field to Table-B.  The value that I want to put into the {T.C-Field.3} in the referenced Table-C record is that of {T.A- Field.1’}, the link to that same record in Table-B.In my Automation so far, I seem to get the trigger to work OK.   But when I try to configure an 'Update Record' Action to update the {T.C-Field.

How do I automatically mirror data from one table to another in the same baseIn excel it's an = formula Essentially I have 1 table where I am asking managers to add their Initiatives and I want everything added to that table to automatically be copied over to another table in the same base where I will run calculations and extra stuff that I do not want my managers to be confused by.

I would like to have a number field that increments by one whenever the “most recent sale” date field is edited so we can sort products by the number of sales. How do I make an automation that does cellA+1 when another cellB is updated? edit: If anyone knows of a way to do this without a third field, I’d be obliged.

Hello! I have set up an automation that post events that are scheudled on the days they happen. The automation is working well except for the time always posting in UTC despite the data being formated for EDT across all users for this particular table. I have added photos of the date set up in the table, the automation, and the post. Would anyone have advice on how to have it post in the correct timezone? Thank you!

Hi there,I am relatively new to Airtable.  I enjoy this platform very much and trying to learn more to allow for more automation.  I am hoping someone could assist me in trying to do the following:I have made a view of our enrollments that need to be audited.  I am then setting up an automation to send an email at a particular time of the month for our audit team to pick up this data to audit.  I have tried two different ways but not doing really what I am looking for it to do.First, I created the view in my workspace and then tried setting up an automation to send to our audit team at a certain day and time.  However, it won't let me choose this particular view to send.Secondly, I synced my view to the training teams table and then set up an automation to send the email when a record is added to the view.  This works but it is only an email.  So they have to log into Airtable to view the data.  I was hoping to atta

Hello world, I’m new to airtable and to this community and I think that I need your help :pray: I have a integer field (called “votes”) that is set to 1 when a record is created. I have a checkbox field which is not filled by default. I created this automation : When record matches this criteria = Checkbox is filled Then I want to update the record’s field “votes” by adding 1 But as it’s a integer field I can only “Add a number” :confused: Can you advice me on what should I do please ? Thanks :slightly_smiling_face:

Hi, How can I add Multiple Select option from other table?When a new record is added in "Services" I want to be added as an option.Thanks

Hi- So I know just enough to be dangerous. To myself. So thanks for any help you can provide.I am trying to time stamp records when the Status changes to Pending. I figured out the formula, but as soon as the Status changes from Pending to Published (the next step in the process), the time stamp goes away. I am trying to keep track of when writers submit their articles (marked Pending).Is there any way to keep that time stamp - even when the Status gets changed from Pending to Published? Is there a better/smarter way to accomplish this?Thanks for any help you can provide.

On the Pro Plan.I am using a simple automation to send emails to static addresses.  The process is functioning well and emails are successfully sent to any address correctly entered into the To: field of the automation.  However, there is one exception.  The process will not send to one specific email address (sales@xxxxx.com).  No email is ever received.  It does not go to the Junk box: Airtable automation history says the message was sent.  This is particularly odd because this is the email address used as the login for the whole account!  It is happening in several different automations.  In the attached screenshot the email to diane@xxxx.com was received.  There is no sign of the one going to sales@xxxx.com.  The

I have an updates table with two forms.  One form is for instructors to upload their lesson plan to the main program table.  The other form is for program managers to make changes to records in that same main table.I have two different forms, with separate pre-fill form urls.  Screenshots are below.Whenever an instructor uses their upload form to submit the lesson plan, the link for program managers breaks.  Why is this happening?Thanks in advance.  

Hi Airtable community, Looking for some help with setting up a basic CRM. Context: This company runs multiple programs. 1 person can sign up to multiple programs Want to create 2 tables: Table 1: Sign-up forms: All sign-up form data sits here, there will be multiple rows per person in this table. Table 2: CRM: This table has one row per person. Each row/record/person links to that person’s forms in the sign-up form table. I have created a quick Loom video to explain