Automations

Hello, I would like to create a CRM from an existing customer list, with an event management function.In particular I have: a "customer" table and an "event" table.Customers must register for the event by submitting a form (which inserts data into the "event" table). When the customer already exists, a tag is created into the "customers" table referring to the event. Or in any case a link between the "customers" table and the "list" table.Do you have any suggestions? Thank you!

I'm trying to put together an automation that will update a date field within a group based on a selected record in that group. I put together an automation that watched a view with only the main records and then pulled all the other records from that group into a list and then updated the record with that main record's date. However for some reason when I went to update the 2nd group with it's own automation, it started updating both. Is there an easier way to do this? Based on the image below, I want the date for CEE to go into all the CEE countries and the date for Benelux to go into all the Benelux countries. 

Hello everyone,I am trying to follow ongoing contracts on a timeline view. However, the timeline will not display items that don't have a Start and End Date.Following  some other topics, most notably this one, I am trying to find a workaround where an automation automatically updates the End Date to match Today's date.A Checkbox is ticked for all contracts flagged as "Ongoing". The "Find" step locates the ones where "Ongoing" is ticked, and the "Update Record" steps supposedly updates all End Dates with the "Today'scDate" field value.However, as seen on the attached screenshot, I get an input error. I used the "Find & Update" method quite frequently and never got this result before. I usually use "Wh

Hello, I’m trying to create an automation: –TRIGGER: status of the record is changed to “Completed/Published” (I managed this part, I think) –ACTION: the “Published Date” field is automatically filled-in with today’s date (here’s where I get lost) Is it possible to do this, and how? (I tried various things but am getting “test failed”) Next question: Would the user still be able to manually change the “Published Date” field? For example, let’s say our content was published yesterday, but the user only updates their record in AirTable today, so they would need to manually correct the date. Thanks for your help!

Hello I would like to make a simple verification process with a form (where after stored on successful verification further steps follow)In a form the email is queried - which will end up in the same row as another email (from a database) -> can I build a view which filters only by the end of the email address?Field 1 (submitted field)= @123.comField 2( which is in my databank) =@123.com When field 1 ending of emailadress contains something of field 2 -> Success, enters new ViewMaybe I think too complicated, would be glad about help.

Hi Folks, I'm trying to build a degree audit for my department, and the automation I built recognizes when any of XX courses is present in the student's record. I then want the next automation to use that same set of course numbers, but not count what automation 1 already identified. I can't figure out how to reference the previous automation though. Any ideas?

I'm using the 'create google doc' automation to output a grid of records.One of my record fields is a formula field - which is concatenating 2 long text fields together, and using the '\n' in the formula to give me a line break between the two fields being pulled in.  This works fine in the airtable (it shows the line breaks) - but I loose the line break when the google doc is generated: Any help very appreciated!! 🙂Layla  

I will be using Make to update a table with information gathered in the field. This includes new photos of assets. There should be only one photo in the attachment field, with all old photos stored in a separate field. I don't want to just replace the original attachment, as these photos are still needed. I want to be able to do the following:Upload the new photo into an attachment field ("Photo") using Make.Once the photo is uploaded, the previous attachment is moved to the "Old Photos" field. This field can have more than one photo stored in it.Is there a way to achieve this using scripting or some other tool?

I am trying to hava a base or table that keeps track of all of the visible fields in a view, and I want this to be done automatically whenever a fields is added, removed or it's visibility is changing.  We have more than 30 views and more than 30 fields.  I am getting this error, whenever I try to run the following code.   let table = base.getTable("Master Product List");console.log(table)let recordId = input.config().triggerId;let records = await table.

Hello everyone! Are there any Automator document users here?I'm trying to create a document that picks up fields from a find record from a view to put into a Google Docs, except the layout is not respected: the \n line break character in Airtable does not seem to be recognized: do you know how to make a line break as in the Airtable view?Line breaks are coming from a ARRAYJOIN({Lookup},"\n")Thanks for all your advice!

Hi, Is there a script that will generate a Unique ID for each image that would ideally be the concatenation of other fields like Initiative Name, Project Name, and then some random value?  While the image has a name, creating Asset ID's automatically would help organize and ensure we are working with the correct creative asset. 

I’m following up on a previous solution ScottWorld provided for another user. I apologize if there’s a better way to link to the old closed post. Anyway, the goal is to Automate the END TIME based on START TIME, and DURATION. The formula Scott suggested was: DATEADD({Start Time}, {Duration}, ‘minutes’) When I put this Formula into the END TIME formula field exactly as is, and the DURATION field empty, the END TIME is automatically set to 5 hrs after the START TIME. When I enter “3:00” (3 hrs) into the DURATION field, the END TIME is automatically set to 7 Days and 20 Hrs later. Obviously, I’m misunderstanding something.

I want to set up various automations with reminders (slack messages) or updates for the team but not spam them with an overload of updates.So far I only found how I can trigger Slack messages for a certain trigger but I want to avoid sending a message for each trigger.How could I "collect" all messages for one user and only send them a slack update e.g. once per day/week, with every update this person was mentioned in or task status changes that are relevant for that person?Thank you very much 🙂 

Hello Airtable Community! I'm working on a special project for a content calendar within Airtable. There are 4 tables in play: The master calendar table and 2-4 tables to individually view the content being planned for each platform. The master calendar is serving as a master view of ALL communications going out, but the individual tables are being used to plan the specific content. I am working on an automation that will create a new record in the corresponding individual platform views from the master calendar. The problem I'm running into is that I would like that new record to be linked to the original record in the master calendar. So that if changes are made to the record while viewing the individual platforms, it will also change within the master calendar table. I hope this makes sense, been struggling for the past few hours. I've attached a screenshot of what the tables look like. 

I am confused with how to set up the Repeating Groups feature and how to make it work the way I want to.My AirTable table is a list of many records that are assigned to different employees.  I created a View for overdue records (each record has a due date). I want to create a repeating automation that sends out an Email to each team member with a grid embedded in the email of their outstanding records at various times around the due date. I am confused as to how to make this work so that each email to a team member shows a list of only their own assigned records.I believe that this structure is definitely not going to work the way I want to because when I put in the grid from the "Find Records" action, it shows the entirety of the list. See this:

I want to change single select field (named "Status") let's say from "status A" to "status B" of a product when the checkbox field (named "Checked") in checked. Both are in the same table.I already try it with automation but the error appears. What am I doing wrong here?  

Hey all,I am stumped and looking for some help. Here's the situation; I have linked record called subgroups (a string with an integer i.e. Pacific 6) that will be occasionally updated when the person is moved to a new subgroup. I want to keep a running record of each group a person has ever been in, so if they are in subgroup X, then moved to subgroup Y, then moved to subgroup Z, the record keeping cell would now contain "subgroup X, subgroup Y, subgroup Z" but I cannot figure out how to append the new information each time a record is updated instead of replacing or concatenating with just one other record. My automations keep failing but I am really green with automations so I'm not sure if it's even being built correctly.So far, I've tried the following:Using a formula with a change trigger in the form of a I/O single select and reference cell with the original group (called orig) - IF( Select ="Changed", Subgroup & ", " & Orig)​This

Hello, Quite new to Airtable, I have an issue with an automation.We are a non-profit that coaches People, who create Projects. We have a directory table called "Annuaire" where all the People are, a Projects table where we list the Projects and a Prospect Projets table for people who may be interested in our courses. The prospect table has a form, so people can enter their info by themselves. To keep things simple, the Prospect table has info related to the person (which would go in the Directory table) and the project (which will stay in the Prospect Projets table for now). The automation I have in mind is the following : 1. When a record is created, the personal information create a new record in the Directory table2. It update

Hi everyone!I'm trying to create a simple automation to send notifications on a specific Slack channel once action X occurs. PROBLEM: when I try to connect my work Slack account, Airtable tells me that "the selected account is not valid or no longer works.". ⚠️It doesn't work with my company's Slack workspace but it works with my personal Slack Workspaces.Has anyone faced the same problem at any point in time? Or does anyone know how to fix this issue/ a workaround?⚠️It works if I use a 3rd party tool, such as Zapier or Make/Integromat but I can't use this type of tools for the project I'm working on. It must be a direct integration between Airtable and Slack OR a workaround that doesn't require 3rd party tools like the ones mentioned above - for instance, webhooks or writing a script?Thanks a lot for any

I know this has been asked many times in march/april this year, but I’d like to know where we stand on this. I want to send a weekly digest of upcoming events, using a grid or list view. However, these events are always sorted from “newest” to “oldest” (i.e. the event I created last is on top). The same goes for the order of the columns in the grid by the way… Would it be so hard to add a sorting option to the “find records” flow block? Or at least keep the sorting that is used in the “view” that is selected for the “find records”??

(Thank you in advance! I swear I've tried everything I could find here and no luck)I'm running a (successful) Create New Record automation from a Synced table, so my teammates can use the source data to develop their own additional work (but not adjust the source data itself). Yes, it duplicates a record -- but it's the only way I can deliver the starter content and let them build on.Next step is to run an Update Record automation, so when:Source data record is updated, thenMatching created record is also updatedTrigger (successfully finding the updated records in Source data) & Actions ("received invalid inputs") screenshots attached.

I have an automation that triggers at midnight every night. It runs a Find Records on a table with a date field, looking for dates that match "Yesterday." Below is a screen cap of the trigger going off at the right time/day (7/15). It should have pulled a record made on 7/14 (which I have confirmed exists and matches all of the other requirements for the lookup). I'm worried that the record "created time" is in PDT but that the lookup automation is in GMT, and therefore is puling the wrong date? Timezones always feel hazardous to automate around, so any insight or best practices advice would be so helpful! Thank you! 

Hi all,This is my first time in the community so I am learning as I go forward 🙂I have 9 bases for 9 different countries that have their own data and interfaces. However, I want to have these 9 bases synced into one base which I did using the import from airtable and sync function. The problem is joining these 9 synced bases in one table. I tried scripts, I tried automation based on time to create new records (still facing major issues with this) and the main problem is when it comes to updating the info in the main table with the 9 synced bases. Since airtable creates its own records ID, I am not able to do the updates because whenever airtable creates an ID and then you copy it to another table the ID changes.Regarding the scripts, since we have info linked between tables, drop-down and check boxes in the tables the script is not able to do the required copy or update.Any idea how to work around this?Thank you for your help

We've been using the following script for about a year now with no issues // Get Input - Gets record ID of updated record can then get info like rid.uei let rid = input.config(); let apiKey = 'XXXXXXXXXXXXX'; // Make the request let ueiData = await fetch(`https://api.sam.gov/entity-information/v3/entities?api_key=${apiKey}&ueiSAM=${rid.uei}`); let ueiResults = await ueiData.json(); // Output the data for the next action output.set('ueiResults',ueiResults); For whatever reason it stopped working this week. When I put the URL directly into the browser it still returns the correct information. It's only when we try to pull the information from the script that we received the following error: Error: request to https://34.199.241.198/entity-information/v3/entities?api_key=XXXXXXXXXXXXX failed, reason: write EPROTO 80DCB8B1417F0000:error:0A000152:SSL routines:final_renegotiate:unsafe legacy renegotiation disabled:ssl/

Thank you for considering to help me! Here's the process I'm trying to create:A new record is created via a form which will have a start and end date (i.e. 7/3-7/28)Based on the timeframe (above), I would like to set up an automation where additional new records are created (within the same table) for each week within that timeframe. (i.e. a new record with the dates 7/3-7/7; another record with the dates 7/10-7/14; another one for 7/17-7/21 and the last one for 7/24-7/28). There will be other fields that I'd like to copy from the original record as well. I'd like to avoid a script and just use formulas and automations, but am open to a script (although will need help writing one!) if that's the best/only option.Thank you!