Automations

I need help creating an automation that runs when a form is submitted. This automation script needs to take field inputs from the form and pass them along to Zoho to create a calendar event. The important values are the title, creation date, user, and description. Any help is appreciated!

I am working on a massive update to my table 250+ records. Each record has a "terpene profile" field that can contain anywhere from 1-9 terpenes, each with their own associated "effect" , "flavor and aroma profile" and "helps with" fields that all need their associated selectable added to their already existing fields. I know that my best bet is to run a script, but I am not very good at writing scripts yet. Any ideas on a framework for how I might format a script like this?

Hello ! I would like to create an automation - sending an email to a member of my team - the day after he finishes his stay. I've created an automation when "ending date" is "tomorrow", then send an email.However, they receive the mail at midnight. I would like that the mail arrives around 7pm the day after. Do you know how to automate that ? thank you very munch ! 

Hi, I need to iterate and create multiple linked records in table2 from table1 (without selecting them). But when I run my code I get the following error: “Can’t create records: invalid cell value for field ‘Property’. Cell value has invalid format: .0.0 must be an object. Linked records field value must be an array of objects with property ‘id’ corresponding to linked record id.” I assume I have to put the linked record id in the createRecordAsync function, but I don’t know how the syntax for that should be. Here is the full code. Thank you! let importTable = base.getTable('Master List'); let importView = importTable.getView('Active View'); let importQuery = await importView.selectRecordsAsync(); let secondTable = base.getTable('Table2'); for (let record of importQuery.records) { let fullName = record.getCellValue('Name'); await peopleTable.createRecordAsync({ "Person": fullName }) output.text(`N

Hi, I have been trying to figure out how to increment a number upon adding a new line. For example, Line 1 = A0001 Line 2 = A0002 Line 3 = A0003 I understand that the function of auto-number helps but i would like the characters in the front and wanted to see if there was a more efficient way than manually inputting this every line. Thank you.

Hello !I am encountering a problem when creating an automation script for one of my tables. I set up a trigger to occur when the user creates a record. I then wrote a script to be run as an action of the trigger. This script contains a 'fetch' call to a local Flask server where we will do all the process ensuing this trigger activation.Unfortunately, whenever I test my script, it always indicates :  TypeError: Requests to '10.110.90.204' are not permitted at main on line 1 Here is the script I am using : let response = await fetch('https://10.110.90.204:8050/process'); Can you help me with this, please ?

Hi 🙂I have user information in 2 different tables but in both I have a field with the user email that could be used as a linking field. I would like to set an automation to update a specific field from table B into table A using the email as a matching reference. The same email is in both tables. Any help will be highly appreciated.Will earn the right for "caipirinhas" on me whenever you visit Brazil 🙂 Thanks a lot!

Hi there,I have a form that captures emailHere is an example of what the data could look likeI'm trying to create an automation such that any time a unique email is entered, data is populated here. In the table above you see that ethan@abc.com is entered a few times, yet only appears once below.     

I am collecting survey results into an airtable base.This includes two tables:The index for all surveys (and including key information such as deadline).The responses for the various surveys (each response is linked to a survey)Each survey has a deadline (time field deadline), when it should stop accepting responses. A this point, the survey and its results should be transfered into a new view of each table that then syncs to another base.I have created an IF formula, that (all dates are set into the same timezone: CEST) switches to "transfer", once NOW() is larger than the deadline date (which is CEST is 2am). For the responses, I add 5 minutes to the deadline to ensure that the survey has already been synched.If I look at the CREATED_TIME() for the entries in the synched table in the other base, all entries have been created at the same time (i.e. the delay added to responses does not seem to have been

I have an interface to track overtime opportunities for my team. There is a button to click if you'd like to express interest in working an event with an automation set up to:1) send an e-mail with your name and the event you're interested in to management2) automatically clear your checked box and clear your name from "last edited by" so other people aren't discouraged from expressing interest if they think someone has already claimed that day or time. This works for those with base access, because we can see who updated the field in the activity history. The problem is I am trying to kick everyone out of the base except me, and other team members that need that information won't have access to the activity history. My questions are:1) is there a way to show activity history in an interface? I see the area to add comments, but not activity to an interface view2) is there a way to track the names of everyone who has c

I'm using an automation that updates a Google sheet automatically, however it is updating adding the rows twice for each entry. I have no idea why it's doing this. My only thought could be because it's a linked record. If anyone has an idea that would be great! 

Not sure if this is possible but I'm trying to use an automation that updates fields based on something that occured in a linked field. e.g. Table A contains events:Event 1Event 2Event 3Table B contains attendees for each event and are linked together.In table A I'd like to select something from a drop down to trigger the automation "when record is updated" and then it will update a field for each record that it's LINKED to. So far it seems like there's a way to do this since you can select the first table (a) and then do a 'find records' based on the linked field. I can pull the ID of the linked fields but when it comes time to update a field it doesn't look at the linked fields, it looks at the first table's fields since you have to select that table. Ultimately I'm trying to make this as dynamic as possible so that I don't have to create multiple automations where I have to manually

I have a set of records that are connected for our market garden. One is a "Bed history" table that keeps track of all events that happen in a garden bed. One of these events is "transplanting.""Transplanting" is linked to another set of records called "Nursery" - which is a record of the crop, date and how much was sown into the nursery. When the Nursery ID crops are transplanted, the user will submit a form through the Bed Records table, which will record which garden bed Nursery ID was transplanted into.It should also update the Nursery ID record in the Nursery table to have the transplant date and change it's status from "In nursery" to "transplanted". This is where I am coming unstuck. I have tried creating an automation to do this on the "Transplant" for submit, but am having no luck. Where am I going wrong? 

I want to be able to send SMS and emails to a group of attendees of a workshop in bulk via Zapier. It seems that the best way to do it would be to use the "when a record in Airtable is updated" action but I don't want to have to update each record individually to trigger it. I'd like to somehow trigger it from a master record of workshops. e.g.Table A - all workshopsTable B - Attendees of each individual workshopOn Table A I would select something from a single drop down like "ready to send info"  and then that would update a field in EACH individual record thus trigger Zapier. I haven't been able to figure this out using the built in Airtable automations, or linking tables together.Does anyone have a better idea of how to execute this? Worst case scenario I could copy and paste that 'trigger word' into the individual records so that it initiate the Zap but again, trying to do this one single action. Any help would be great, t

Hello, Recently I have got an excel with information about customers and their ordered products and quantities.I have added all the tables and fields in order to turn this information into airtable orders with line items.Is there a way to automate the creation of every ordered item listed in the columns of the 'ordenes' table, into the 'line items' table. What I have done so far with the automation, is to append 'order id' from 'ordenes' table, into the 'line items' table but I dont know how to grab the products and quantities associated with the order and paste them as line items.The column items on the 'ordenes' table are already records on the 'portfolio' table (which holds all the info about each product).Thanx for the  help 

Hello. I'm looking for a script or an automation that I can use in Airtable to automatically upload an attachment to an SFTP/FTP site. I have made it work using Zapier and EasyFTP but I was wondering if there was a script that could do this. 

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Big Picture: Im trying to accomplish a process to automatically link records between tables. The use case is automating a process where when a user updates their membership in an external system, airtable creates a new membership record and links it to a user account in our airtable database.  Basically our CRM's membership data doesnt talk to AirTable.  So Im using automations to export the data an ingest it into airtable.  Once its ingested, the membership data needs to be linked with a user record in airtable.The steps I think need to be accomplished.1. In table A, we Create a record with a {user account number} from a database not linked to airtable.2. In table B, I want to take the that {user account number} from Table A and match it to a record in Table B.3. Update a linked record field in Table B with the matched record from step 2.Im struggling with step 3 in particular.  Both the external datab

This seems like it should be well documented but I'm having a devil of a time finding a clear example. Goal: When a new Activity is created with a Type of "Posting Closed", I want to update the linked Applications so that it's Status is "Recently Closed".Table structures: ApplicationsActivitiesTitle [text]Type [single select]Status [single select]Date [date]

Hi there,I have a series of quality assurance data for my Online School which has been populated using different google forms and is therefore stored in different google sheets. I am bringing the data into Airtable to use an interface to visualise it better. The tables include:Lessons Videos Graphics Proofing among others.The unique identifiers for all of the records in these tables are the Subject, Grade and Module number. I therefore want to connect these tables based on these fields so I can populate all the data into a single table. I understand that linked records only work using primary fields (in this case, the timestamp), or a script. However, I have not been able to write a script that does not yield an error. Any assistance is greatly appreciated to identify an easier way to do this if possible.Many thanks,Jamie

Hello, is there a way of Exactly match a word, I am trying to do an automation that includes Only "Capital" . the condition automatically returns any cell that has  Capital, and the whole point is to only return the cells that contain Capital by itself. in other words, in the look up sheet , there are cells that contain " Capital, XX company", the condition will return these as well as cells with the name alone. I want the cells with the name alone. on Excel you can exact Match. please help. 

Dear ExpertsPl guide we have shared folderd being made up on gdrive to store scan documents and its link (url)copy pasted in base in attachment tye filed - however iif link carrires underscores email received from airtable automation with attachment filed , removes this underscoreso  user is unable to access g drive folder as url itself is wrongrequeting experts to guide on how to overcome on this issue asape.g.currently link in g drive showshttps://drive.google.com/drive/folders/1EsGxBLBHgBNBA76Y3mu_MMotiPK2yKQC3mu_M - unsrscore getting removedin email received it shows--DETAILS ARE UPLOADED ON SHARED DRIVE AThttps://drive.google.com/drive/folders/1EsGxBLB

Hi,I'm trying to build an automation using a webook trigger.The webhook trigger shows as tested and working - the results from the test show that the data has been brought into the automation.But when configuring an Action, if I select <body> from the 'Use Data' options - the following error code is shown...pgllESo3M1d8KVF1yThis occurs for any type of ActionHas anyone else had this problem?Thanks!

My task is so easy. When a new email is received, I need to create a new record in Airtable with data from this email. All things go well in Zapier from start to testing. I see all data from the email in the new record in Airtable. Great! When I try to publish a new zap, I see a new window like in the attachment to this message. I can not publish this zap. Thanks in advance for any hint on how to solve this issue.

Is it possible to export a set of automations. I am working across multiple Airtables but require to use similar automations across them all. It would save lots of time if I could export them and import them to different Airtables.