Automations

I am trying to make a linking automation. Our records in Table 1 do not all exactly match records in Table 2. I am using an Long Text field to create a list of other numbers I would like the automation to look for when linking.The problem is that using the Find Records function has the options to find a record that "is"(which wont work because im using a list) or "contains"(which will find records that dont exactly match. EX: 2118-1 will match with 2118-1.1 or 2118-11) Is there any ways around this?  

Hi folks - I have an application review process set up in Airtable and we're using an interface as the review experience and then a series of automations to process the applications based on the scoring from the reviewers. We need a reviewer to be able to batch process multiple applications at once by clicking a button on the interface which then triggers an automation with multiple action steps (see the attached screenshot of the automation). The input for the repeating group is a list of records and when I tested that, it pulls the correct records. But for some reason, when the button on the interface is pressed, it only processes one record at a time and does not repeat the action steps for all records in the list. Any ideas why this isn't working?

Hi, I am creating assessments in an 'Assessments' table and then breaking these assessments into individual questions in a 'Questions table'. I am then running a script to produce a marking guide for each question. I'd like to make the marking guide available for download as a Google doc, so essentially I want to follow this workflow:WHEN assessment record created CREATE Google document containing marking guide records for each question Each question is related to a specific assessment through a linked field, but I do not want to link each question into the assessments table because this will overfill very quickly. Is there a way to populate my Google doc with fields from the Questions table even though the trigger is the assessment record in the Assessments table?Thanks in advance,Jamie

I have an automation set up to assign records (using a User field "Assignee") based on the workflow-stage (single select field "Stage"). It assigns a user by finding which records in another table "Assignments" match the "Stage" value in a "Responsibilities" field. As such, if 4 users in the "Assignments" table have the value "Stage 1" in the "Responsibilities" field, when the field "Stage" for a record in the main table changes to "Stage 1", these 4 users are assigned the record in the "Assignee" field. However, I want to implement an even distribution of tasks. So, carrying on from the previous example, if 20 records move to "Stage 1", then each of these 4 users should be assigned 5 records. Any help on this would be greatly appreciated!

Hey there!I have a table with a bunch of records each with a date field (with time). Whenever I create a new record in this table, I need to check all the other records for any clashes with my new record, based on it's date field.If a clashing record has the same 'Booking ID' as the new record, we ignore it as a potential clash.Then I need to update the 'Conflicts' linked records field of the new records with all of the records it clashes with.Then I need to update all of the clashing records with the new record in their corresponding 'Conflict' linked records field. I have tried sooo many different coding options, even tried AI code writing, where I can get close but never get it to function properly. This is all in an automation script too.  Any help is appreciated!Jeremy

I’m trying to set a Collaborator field to the current user when they change the status of a row. It seems automations do not know who the current user is… :thinking: :confused: So I read about a workaround where you use the session object in a scripting step to set the current user to a variable and pull that out a step later. output.set(‘current_username’, ${session.currentUser.name}); Thing is… I keep getting ReferenceError: session is not defined So… obviously I’m missing something, chasing a solution that is not possible, or just don’t understand how scripts work. Any help?

Hello all!I am currently trying to make an automation that inputs the date into a cell of the time that is updated. Right now I can only see two options - static and dynamic. The first does not work since the input will not change with every update, and the second can only be based off of different cells. Is there an option I'm missing?Thanks!

Hi, I'm a newbie in scripting, but enthusiastic learner 🙂A little background to the request:I have an automation that runs over a list of volunteers, some of them need training for their roles.the list contains the dates of those who need training and uses OOTB actions to find which have training today: the automation checks each record, and if the date of the training is today, the automation sends a mail with the invitation link to the video training.the problem: sometime, the automation doesn't succeed in sending the mail to specific volunteers.the requirement: using script action, if sending the mail wasn't successful, to put the error message of current volunteer's into current volunteer's record, into "error" field.Will appreciate the help on:Thanks!Nitai

Hello, I'd like to know how to create new records using automaitons in B table as many as the quantity of number column(ex. 5) in A table when the status column in A table has a specific value(ex. realease).See the example below.1. Input 2. OutputI'd appreciate it if you could let me know.

Hi! I would like to make a copy of my Database, automatically, daily. Can not find the solution with automations. Thannks 🙂

I made the code below to read a row in my Teste3 table, and from that row, generate new rows according to the code. Row generation is correct, but the script is unable to record new rows in the table. Can you help me?    let table = base.getTable('Teste3'); let queryResult = await table.selectRecordsAsync({ fields: ['Valor', 'Vencimento', 'periodo_real', 'parcela_real'], }); let records = queryResult.records; for (let record of records) { let valor = record.getCellValue('Valor'); let vencimento = record.getCellValue('Vencimento'); let periodo = record.getCellValue('periodo_real'); let parcela = record.getCellValue('parcela_real'); if (valor && vencimento && periodo && parcela) { let [currentParcel, totalParcels] = parcela.split('/').map(Number); if (currentParcel < totalParcels) { let newParcels = []; for (let i = currentParcel + 1; i <= totalParcels; i++) {

When I run my following code within the Scripting App, it returns an overly useful object that I can easily sort and use to update my record with.  let sortedResults = membersRecords.records .filter( member => member.getCellValue("Result Date") !== null) .forEach( member => ( console.log(JSON.stringify(member.getCellValue("Result Date").valuesByLinkedRecordId)), console.log(member.getCellValue("Result Date")) ));  Note how valuesByLinkedRecordId, which is a lookup field set to return the date, returns the below object - and how in this object the records are incorrectly ordered by date.This returned valuesByLinkedRecordId object is fantastic, as it can be processed into an object that's sorted by date and then stamped back into the associated Linked Field so that the records are then in the date sorted order. However, when I attempt to adapt my Script App code (which cycles through all records in the table) into an Automation script that's n

In advance, thanks for this help. I work at a small company, and I'm a marketer by trade, so please be kind 😛Anyways:I have a base that's for an artist on our team. It currently has three sheetsProjectAsset TypeIndividual AssetAnd are nested together (Project is the main umbrella of any, well, project. Asset Type is [product] Screenshots, [product] videos, etc which serve as the organizational packets of deliverables, and then individual delivered assets live under that). We have very strict content approvals, so I need to get very granular with approval and content revision chains, down to the individual asset. Currently, it's working, but it's a bear with manual data entry when a new record is created. I have two (and a half) goals I'm trying to accomplish:1) If the artist were to open up a Project, and then select "Add Asset Type" (from a linked records to the other sheet), upon clicking this, I'd like to have it auto-pop the records that would nest down well: Due date,

Howdy AT Community! Hoping a kind soul can provide some assistance with an automation query. I'm trying to track subscription activations for a University cohort, pulling from a large Uni Cohorts table to update a specific cohort tracker table.  Desired automation flow is as follows:Student submits subscription activation request form > record is auto populated in main Uni cohorts table (first name, last name, email, Uni name) > record 'Status' field is set to 'activated' if approved in main table > student record status field is updated/reflected in cohort activation tracker tableThe list of student names and emails is already populated in the tracker table, purely need to track them in for external onboarding reporting purposes. Struggling to get the update record automation to work between the two tables (unless there's a formula trick I'm missing?)Any assistance greatly appreciated. 

I think I'm really close to figuring this out.  Here's the ideal  scenario:My accounting department hits a "Reminder" button on their interface which triggers an automation to send my Project Managers a reminder email to approve their invoices.  The email contains a grid of that specific project manager's open invoices.My current situation:- My interface button works great.  Best button ever.- My "repeating group" action is where i'm getting twisted up.  I've got a "repeat for every one in the project managers" list going. I've got a "Find Records" action that finds ALL the invoices where the "PM Approved" field is not checked. I want to send Project Manager 'A', a grid of ONLY his invoices that haven't been approved yet.  How do I add a condition in the "Find Records" action that find records for the next project manager on the list?   Edit:  I think I understand now.  The "list" can only be generated from a multiple sel

I’m using a base to conduct performance reviews and record records. On a set date, I’d like to send the relevant records to the relevant employees. While I understand how to find records and trigger emails (see below), I’ll need to use dynamic recipients, which conditionally match only to their rows in the table. I’m struggling to set this up. With 50+ employees, I’d like to be able to do this dynamically, without manually coding each recipient. Specifically, I want to send Manager A all of the records about Employee A. I want to send Manager B all of the records of Employee B. Any ideas how to execute this? Thanks!

I've searched and read related posts, but I'm still not seeing the exact same behavior.I'm using webhooks to both create records and update records. The create records automation functions as expected and creates a record with invoice number, and other order data.Now, as that order is updated (ex: ships, is delivered), it sends a second webhook, for which I have a second automation. I have a webhook triggering a "find records", but am unable to have it find records that match the condition of invoice number. If i try to select the matching record, it says, "no nested values available".I have also tried to just skip the find records step and use the invoice number (which is the primary field) in the update records step, but that also doesn't work.Error message in either instance is "received invalid inputs"This doesn't seem like the proper functionality. Any advice?

HI All--- I have several automations set up and would like to create this one below. I am trying to set up what feels like a relatively simple automation, but cant figure this out. Can anyone help? Short explanation I want that....1. when a specific form that I use, is submitted...2. containing 1 of any 3 options in the dropdown,3. to update a different record in the base.---- More detailsI am trying to eliminate a manual step that I have to do each time this form is submitted. After a form is submitted, I have to find the record and update a field to "N/A" whenever a form is submitted as Paid. N/A tells other team members that the invoice does not need payment. Basically what I want is that any time a form is submitted as "paid" it should also have "N/A" applied automatically. But I can't figure this out?! We have 3 different credit cards that we use so, really, any time the form has been submitted with any of the three cards (Paid Visa, Paid MC, Paid Amex)...

Just curious, are there currently issues with Hootsuite & automations because of Twitter?I have some Airtable automations that allow me to send unique scheduled posts to Hootsuite for multiple platforms & accounts. I have seperate automations for each platform or have one for the option to send to all.Seems like Twitter has broken the API between Airtable & Hootsuite.I am getting an error from Twitter when trying to connect to Hootsuite. Seems like Twitter is even preventing the connection to the other platforms.Twitter returned an error. Error hashes: rm18c109a07cc4fc8a, ufm18c109a07cc4fc8aCannot use the automation for any of them now. p.s. Screenshot shows the ones I am speaking of as turned off. That is intentional so I can do things manually.Just curious if anyone is dealing with the same issue. I have sent this to support also. Figured I would give it a shot here also.

Good morning team,I’m trying to run this automation script that works on a base with 82,000 records but now throws this error since May 3, 2023. This is the first time that it happened on my base.Just a bit of a background, my Airtable base is connected to Softr as well. This is the code developed:// Converts settings selections to variableslet sourceTable = base.getTable("Bulk Upload");let selectedField = sourceTable.getField("Attachments");let destinationTable = base.getTable("Bulk Upload Extract");let nameField = destinationTable.getField("File name");let attachmentField = destinationTable.getField("Attachments");let recordinput = input.config();let bulkrecords = await sourceTable.selectRecordsAsync();let chosenrecord = bulkrecords.records.filter(test => test.id === recordinput.record_id)

I have a master table Invoice with a fiels Invoice_Number and a detail table Lines.Each Line belongs to a single Invoice.In the table Lines I want to setup a field Line_Number and I want to automatically populate its value.Line_Number must simply contain the line number of its Invoice.For example : Invoice A has 3 lines numbered 1, 2, 3 and Invoice B has 2 lines numbered 1 and 2.Does someone knows how to setup this field ?.Thanks by advance.

Hello everyone,I'm asking for your help on a subject that seems simple to me, but which I've been struggling with since this morning.In my company, airtable is used in particular for the subscription to our newsletter. To date, we have nearly 18,000 subscribers. I would like to create an automation that would allow me to send a slack push, every Monday at 8am, with the number of subscribers to the newsletter and the evolution of the number of subscribers since the last week.Do you have any idea how to do this? pleaseThanks in advance   

Hi All,I am a Recruiter and I stored my candidate details in Airtable like Name/Contact No./Current Company.Now I want to share an automated email to my candidates to update their respective record. Note: My candidates don't have edit permission. Please suggest is there any way for this.

Has anyone found a way of keeping a table in AirTable fully up to date with new users when a new person is added to the G Suite Directory (GAL)? Zapier does it with personal contact but I haven’t seen anything with the global directory.

Hello, I would like to integrate an Airtable workspace to QuickBooks Desktop (2021), not online. I need automate the creation of multiple sales receipts. Does anyone know how to set up this integration?