Automations

I am trying to send an automated message with outlook. I want to avoid using a hosted image from a URL, and have an inline image in the mail. This help page shows this is possible by inserting a “render at html” grid or a list, but I can’t make it work: https://support.airtable.com/hc/en-us/articles/360051028394#:~:text=How%20can%20I,your%20HTML%20tags Instead of the image appearing, I get either a ticked checkbox or the name of the field. Can anyone enlighten me what is going wrong?

Hi there!I'm trying to set up an automation that generates dates for each step of our approval process, based on the inputted "Go live" date. For example, if the project needs to go live on 7/29, manager approval should be 3 weeks prior and leadership approval should be 2 weeks prior. Does anyone know how to populate this timeline automatically so we don't have to do the math ourselves and it saves us some time?Thank you!

So I have this automation set up so that if there's no email address where I expect it to be, it can try using another field - but it's getting hung up on the if step. Isn't that the whole point of an if->otherwise condition set up? 

okay, I'm trying to link fields or maybe automate something, I'm new to airtable and after a lot of threads nothing has answered this:I want to be able to add users' names to a maybe-going field on an Events table, and have that trigger populating a maybe-going field on my User table with the corresponding events.  

I want it to automatically copy the data from the XLS text column to the link column. Is this possible? 

Hi I am trying to connect a Custom Webhook to AirTable (Get A Record). I keep running into this error: Flow is empty and contains no configured moduleI tested the Webhook on its own and got a status: 200 but whenever I add AirTable, it becomes status:400Please help, thanks in advance!

Hello,I connected AirTable to PowerBI. I'm getting the error below in PBI - unable to authenticated credentials. Everything I'm reading online says to use Anonymous, which I had been doing so not sure why I'm getting this error now. Any suggestions? 

Hello, I have the table that is pulling information from other table using lookup fields. However, unless I manually assign the initial pull-down record, it wont find any previous information. I am trying to use automation to fix that.I attempted to link record based on  this article however it does not do what I want it to do. The goal is simple. I have Table A, it contains names and all the associated information with those names. I am adding the lookup fields from other Table B, and I want to see what information it contains. I need to connect these two, so the lookup field from Table B that initialises all the following references automatically assigns to Table A field. I tried "Update the Record" and "Find" and then "Update", but it doesnt seem to work. Any help is appreciated!

I have an automation that looks for new records and then copies relevant data to another tab. However! The new records are coming across from an API that often creates duplicates (I can't access/ change this part) and my automation is also creating duplicates (despite setting up a Find function to avoid this) I think because the automations happen so fast they don't have time to find the double? The older records don't duplicate if that makes sense, just when a new set of two gets made via the API.I tried setting the automation to trigger at a given time each day, but then my Find action doesn't work as it can't check a string against text if that makes sense.Can anyone help with a solution? thanks very much

Hi, I saw that there is a new feature where we can set up a basic repeating group in an automation with the aim to get a list of my team members and find each of their assigned tasks for the week, and then send each with a custom email with their tasks. I tried setting it up using the instruction provided: https://support.airtable.com/docs/repeating-groups-of-automation-actionsBut I am getting stuck at "Step 5: Add an action or actions". For example, in my "Step 3: Add a Find records action" it provides me with 3 tasks to be sent, when I add "Send email" to my Step 5 action, it sends the list 3 times.Could anyone help where I can Find record and compile a list of "to-do" tasks assigned to Collaborator A, and the automation will help me send email of that list to Collaborator A every Monday 9am? Thanks,Eve

Hi allI've been trying to make a specific automation for a while, but with no success:I want a (single select) field to automatically change after a certain time period. I have success when making one instance and testing on just one record, but I can't seem to make it work for more than one record at a time and to make it activate by itself.How can I apply the automation to a whole table? I've tried the new "repeating group" but with no luck.Hope someone can help, would be much appreciated!Best,Erik   

Hi there! I'm troubleshooting a workflow we once followed but has since been deprecated.In our filing of documents, we want to rename attached PDF files (in a field named Attachments) that come in as 'unnamed attachment' with the contents of another field (named ID) when a box in a field named "Update Attachment" is checked.This was previously set up using an Automation in the base, with the trigger being "When a record is updated.." and the action being "Run a script" As it turns out, the JS that ran is no longer valid, so nothing happens when the box is checked. To make matters worse, the script was inadvertently deleted during troubleshooting, so we no longer have a reference 😞I have found posts where folks are asking for something similar, but they're old enough that the methods no longer appear to be valid. The problem seems small, but the solution appears to be complicated.... If anyone has any insight, I'd really appreciate the help

Hi, I need help with this thing...I have a Table with some Checkboxes columns and I need to block some of this columns to be checked based on the input of another column. How could I do it?For example: I have checkboxes for Option 1, 2 and 3. In the column A, if it's written Answer A all three options will be checkable, but if it's written Answer B only option 1 and 2 will be checkable. How can I block this 3rd checkbox to be checked in all the column?Thank you in advance!

I have a table called "Entities" which lists schools and school districts. I have a link record field which allows me to link records to the same table, to create a "parent" district to multiple "child" schools. AT has the limitation of not creating cross-references within the same table. I'm trying to create an automation to auto fill this.I have one column called "District" which lets me link a parent district to a school record. I have another column called "Schools in District" where I can manually link the child schools to that district record. My automation is giving me "received invalid inputs" even though the record IDs look correct in the test runs.2 steps: when the "District" field is updated (I've entered the school's parent district), then find the District record and update the "Schools in District" with that school record. Thi

Hey everyone, i'm having an issue and i can't figure out why. I can't update a linked record field (The last line of the snippet below); i've performed this action before in the past with identical syntax i.e. await myTable.createRecordAsync({ "linked record field": [{id: idToLink}] }) Here is the code with an example of the data: let inputConfig = input.config(); let inputRecordId = inputConfig['input_record_id'] let CRFM_table = base.getTable('Camper Reports Form Manager'); let CRFM_fields = []; // build array of all fields in CRFM for query for (let record in CRFM_table.fields) { //fields by name CRFM_fields.push(CRFM_table.fields[record].name) } let CRFM_query = await CRFM_table.selectRecordsAsync({ fields: CRFM_fields }) let dataObj = {}; //build object containing every field:value from record for (let record of CRFM_query.records) { if (record.id === inputRecordId) { for (let eac

Hi All -Need help clarifying the email automation. I have a form that many people fill out and it goes into a master data base. I want to trigger a confirmation email to the submitter that we have received their form. I used the "EMAIL" field from my database. My question is, when the form is submitted, does the automation only send the email to the form submitter OR does it actually send it to all emails from the email list? For example, the data base has emails 40 different emails from previous submissions . A new submitter  submits a form, I want an email of the submission to only go to that new submitter for their own record  and not to the other emails that are on the data base.Thanks!Adriane

Hello,I am trying to transform my wide format data to narrow format. The data is input into wide format because I am using a softr form for employees to give feedback on how the production cycle went and it is much easier for them to fill out a form that transmits to a wide data format. However, for analysing the results and presenting feedback I want the data in narrow format. I am trying to create an automation to do this but it is not working and I have tried linked formulas but have not achieved the desired effect. In the wide data format, the different quality out comes are each a separate field and I need to transform this into a single select field in the narrow data format table. The numbers for each quality outcome must become quantities in the narrow format.The problems

Automation:  we use airtable to collect game cards for a soccer league, about 100 to 150 games per weekend.  the coaches take an image of the cards after the game.  the images always come in sideways.  is there a way to ensure the top of the card is at the top or the image?  like an automation to rotate the image?  i can add a marking to the card so an image analyzer would know which side is the top. 

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!