Automations

I have created an automation to add a record to a table called "Client View" when a checkbox is ticked in the record in the table called "Project Schedule".  I want to control which fields show in the "Client View" record.  But, my first struggle is I can't get almost any of the fields to show!  In each record in the Project Schedule table, there are 13 regular fields, 3 linked fields from another table called "Project Catalog" and 10 lookup fields from those Project Catalog records.  I don't need all of those fields to show in the new record, but I do need information from many of the linked and lookup fields to show as well as the record name and regular fields.Trigger: when a box is checked in a record in Project Schedule...Action: create a new record in Client View

Hi, we are trying to create an automation to send an email to a company with multiple linked records, but are unable to use a List view to do this.Is there any way for us to send eg. ABC Logistics one email with multiple linked Allocations in a Grid format?I have attached a few screenshots - of our List view and the email we are currently able to send (email is formatted how we want)How would we go about setting up the automation - preferably don't want to have a separate automation for each Company name.Thanks

I have two tables that share a linked field. Example data:Table 1:FRUITSTATUS (single dropdown)REVIEWS (linked)ApplesIncomplete[1] [2] [3] [4]OrangesIncomplete BananasIncomplete AvocadosIncomplete Table 2: REVIEWDATEFRUIT (linked)OUTCOME11-JulApplesFail22-JulOrangesFail33-JulApp

Trying to use this to create records based on a template and everything looks correct, but when we ran, it returns an error.I'm assisting another user with their Airtable project and just looking for possible solutions.User downloaded the script from Airtable Marketplace.Here is the tutorial we followed. We used the same fields as a test and received the error.https://www.youtube.com/watch?v=Ujd88TADDvY&feature=youtu.beI believe its the scripting extensionAny insight would be appreciated. Thanks!

Hello community!I am working in a non profit and I am trying to figure out the best way to track my budget. The issue is that I have income from multiple donors, all of which will give funds for specific expenses. This means that a donor might cover a percentage of my yearly expense. I also use a "transactions" sheet wherein i input all of the financial transactions. My questions is if I am about to pay an expense (for example rent) that is in total 1000euro and 200euro is covered by donor A and 800euro is covered by donor B is there a way to:1. input one transaction line that splits the total cost according to the allocation mentioned above?2. at the end of the year I will have to provide all my donors with reports that show the transactions above and they need all this information: total amount paid, total amount covered by donor, line by line transactions relevant to this donor? I am not sure if this information is enough, in my head it is

I want to have my date of payment updated automatically to the next month whenever it is reached but I am having some issues with having it to work. I already have a trigger that executes emails once the date of payment is a week to or has been reached.

Hi I cannot figure out how to, if it is even possible, to update a specific field ( which is currently blank ), with specified text, which is appended on to the back of another fields data, within the same record, when a third field matches a certain condition. A bit of a tongue twister, apologies. For example :I have 3 fields, namely status, name and surname.First field :  Status Second field : surname Third field : left blank The first field ( status ) is populated with Awaiting order completion. The second field ( surname ), is populated with deer.  Every time I change the status to order complete, I would like the third field ( which is blank ), to be auto populated with the second fields data ( surname ), deer in this instance, and have specified text appended. Therefore the third field should look like this : deer specified text. Can anyone offer any guidance on

Hi Everyone. I'm interested in learning how to create a form in Airtable to trigger automation. We set up automations that work when we add records to a specific table in Airtable. But when we use a form created by the Form feature in the view to add records to the table, the field created by that automation does not work in this case. I'm keen to seek recommendations/solutions from you here. Thank you.     

New to airtables, so hoping someone could help with an automation i am trying to make.I have a grid containing all the purchases of products i am selling. Multiple of the same product are grouped on each line as i purchase them. However when i get a return from a customer, I want this to pull through to another table so i can properly track it. I have a tickbox column titled return. I would like it to work that when a customer returns a product, I can click the checkbox and it will pull through the product information into another grid so that all the returns are in one place. As i can have multiple returns of the same product from different customers, i would like to be able to pull through the information multiple times at the click of a button.Hopefully the above makes sense. 

Title pretty much says it all.  I found the article covering how to create a GCal automation in general.  I don't see anywhere in here where you can specify that, for instance, all invited attendees should be able to edit the event or add more attendees.  From what I can see playing around in GCal's native web client, you can set a default property for the client that when creating events in any calendar you have access to, it should use a particular setting for attendee access level:This is a "General" setting, not a setting belonging to any of your individual calendars.So I'm pretty sure if you wanted to have events get created with any setting other than making attendees read-only, that change needs t

Hey Guys, I have a base which has 50 Automations. I need more automations in the same base, Is there a pro feature or something I can buy to get more automations @Stephen_Orr1  @TheTimeSavingCo  @kuovonne Basically something that allows me to put in ore automatons in the same base. Thank you guys for the wonderful help you guys provide. Always appreciate it. Regards,Dilip

Hi _ I am using automations to turn on an IOT device. When I enter the javascript in the automation and test it. It works. When I actually add a record and have it trigger the automation, it runs (or says it does) but the webhook doesnt seem to run (the light doesnt go on/off) like it does in the Test Environment. Any Ideas?

HelloI am new to airtable. I'm sure this is simple, but I can't seem to solve the problem.I have a table with a multiple select column. I want to save in a field or in another table all the options that are generated in the multiple selection column.For example:The multiple select column includes: math, sports or geography selected along the rows.If I include a new option (new row) as "physics" it should be reflected in the new field that collects all available or selected options.The goal is to then be able to send a list of available options to webflow.I hope the explanation is correct.Thanks

Hi,I have a multi-select column that occurs in several different tables on my Airtable project. Is there a way to sync the options that populate for these columns? For example, if I added "Clinical" as an option in Table A for that column then "Clinical" would also be added as an option in Table B & C for that recurring column. I would greatly appreciate any help with this!Best,Collin 

Hi,I have a requirement where I need a trigger when new Spreadsheet with the term containing Brand created. I need automation/script/Zap to read the spread sheet created and create these records present in the google sheet into airtable. I did a lot of searching on Zapier, There seems to be no automation which reads google sheets drive link from airtable and creates those records in airtable  Can someone help me if they have worked on something similar? Appreciate all the help ill receive @kuovonne @ScottWorld @Justin_Barrett 

Hello, I have a problem with an automation that works intermittently. I tried to follow the errors one by one to try to understand why sometimes it works and sometimes not! First records are created in a table (A) from a “Typeform” form which also fills in a “Parent record ID”. Then the automation must update records on another table (B) found from the “parent ID”. There is no problem to create the records on Table (A). But the automatism which is supposed to update the table (B) does not always work… it drives me crazy! An automation that is incorrectly configured never works! An automation may occasionally fail for x reasons. But when it only works 2 out of 3 times… it’s weird. Note that these issues arose after the new “conditional actions” were implemented last week…not sure if it’s related. Have any of you had issues like this?

This seems like a pretty basic operation and I'm sure it's been discussed however I haven't really found anything that looks "canonical", as it were. I simply want to add an event to a Google Calendar when a date is chosen in a field. I played around with Zapier a bit but it didn't allow me to select any of the relevant fields from the table, namely the date and address. I don't mind digging in and making an effort to get something to work but hopefully someone can point me in the right direction. 

Hi,I am looking for help with an interface button. It used to (before me), create a new task for the user to edit with data linked to the data in the interface. I cannot find how to do this at all. Please can you help. Thanks 🙂

Hi AT Community,I'm creating an automation email within Airtable that uses percentage field data from my table.  I have set the precision to one decimal place (1.0) in the field column. However, when testing the automation, the preview shows that the token data percentage with 10 decimals (1.000000000), which looks ridiculous. Anyone know why this is happening? I know the workaround is a single-line entry, but I'd prefer to be able to enter the data as the percentage number, as that's how the information comes to us.Appreciate your help!

Hi there,I'm trying to set up an automation that either goes to an email group that we've set up in Outlook, e.g. info@test.com should arrive in the inbox of admin@test.com and office@test.com,  etcOR just list a number of email addresses entered manually in Airtable automations as text, but neither seems to be working.I've tried just entering the group email address but nothing comes through to anyone's inbox when I test it. I've also tried just adding multiple email addresses manually, using a comma (,) without spaces in between them. In the second instance, only the last person on the list is receiving the email.I'm not sure whether I'm doing something weird or whether it's a bug.

Can an automation be created (and how) based on frequency that a particular person in the CRM fills out a form appears as well as the frequency between submissions?Example: B2B partner X fills out a form on our site on June 1 that appears in the Airtable CRM. I would like to receive an alert when there is no new submission from B2B partner X after 60 days. How can this be created?Maybe a very simple logic but I can't come up with it in Airtable automations. Eternal thanks!

Hello, Table 1= I have a list of workshops and a multiple select field "date" which allows me to record all dates when this workshop will be organized the next year. Each line has a unique workshop linked to several dates.I have another table, table 2 or program, where each line is built by a workshop given at a fixed date.I would like to automatically fill in the table 2. That is to say I would like to create a new record in table 2 when a date is added in the multiple select field of table 1.Is this possible? (I manage to create the record, but not to extract the value of the date entered in Table 1 to fill the calendar field of Table2). Many thanks for your help!

Hi There! Fairly new to airtable - and loving it! Context: I’m in the process of developing an interface whereby users can view or create ‘parent’ records, whilst also being able to view and update linked child records. Currently you aren’t able to ‘create’ linked child records in an interface (unless you do them one by one), so I’m looking for a workaround to create those records via clicking a button in the interface to trigger running a script via automations. The script would work on basis of: For this record > create X no of linked records in ‘child table’ (X = numerical value in ‘no of child records’ field) Problem I know there are multiple script examples out there that deal with creation of multiple linked records (namely the script developed by @ Kuovonne in 2020

Greetings. i am having difficulty narrowing down the conditions for an automation. I want to activate this condition in my automation only if the name of a specific linked record contains the word “Conversation”. I could not make it work using the the linked record name, so i tried creating a Lookup Field that would just reflect the value of the Record name that i wanted. But it still does not work. Is there a way to accomplish this? Thanks for any help you can give!

Hi folks 🙂 Greetings!I'm pretty new to airtable automations and looking for some help please.From the attached screenshot...I have [Live Projects] table with fields like Opportunities(Buy/Invest/Donate etc), Location, City etc., assigned to the individual projects.And I have [Onboarding Data] table that has few similar fields assigned to the users based on the selected interests while filling the online form. Now I'm looking to match the user opportunities/location with the live projects opportunities/location and create a recommended projects for that particular user. So basically once user creates a record in the [Onboarding Data] table it should check if there are any projects in the [Live Projects] table matching with the users opportunities/location and pull that entire projects data to the [Recommended Projects] Table grouped to the user.TIA!