Automations

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 to come from the client side, i.e. AirTable needs to enable choosing this setting in the Automation.

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? Thank you for your help.

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)- but I’m struggling to adapt them to my use case as a lot are built in the scripting app, and throw up errors when using them in scripts within automation . Very much a scripting newbie so any help or pointers ver

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!

Hello. I am setting up automation and need to program "To" to grab the emails from a field in my airtable base.  For example, when I need to send a report to just the operations department, I want to assign that report to that email group.   I use Outlook Email for the automation.   Here are some screenshots.   I can't get the automation to recognize a field I enter with the email addresses.      I tried a field using the addresses as one line separated by a comma and then tried three fields with a different email address in each.  Neither worked. What am I doing wrong or is there a better way to handle this? The PDF is generated by PDF Generator API if that makes a difference.  Thanks. Wendy

Hi! I am using automations that result in sending an email via the Gmail integration. I am looking for a way to track the emails that I am sending through airtable’s gmail api (email opens). gmail has several ways to utilize email trackers (Chrome extensions, built in methods, etc), but I can’t seem to find a way to make them fire when sending the emails via the airtable automation (tried using “mailtrack” add-on). any ideas on how to make them work? or other ways to track emails when sent via airtable’s gmail api?

Hi, I'm trying to explore using Airtable as my Stocktake system. The idea is using an external form (Jotform, Typeform, etc) I assign a location, scan product barcodes and when I'm done, I click submit in a form and then all the records will be created in a table. The problem I hit is that there's no automation to create record per line of text.. Do you know any work around for this? I am open to use external automation app like Zapier or Make

Hello, for the past few days, we've been getting fails on automated tweets. This seems like an error on Airtable side, right? Is everybody experiencing this now? This shouldn't be about crossed limits, as the limit is based on the connected account right? So it has to be that AT still uses the API v1.1 as opposed the v2.0 version?Thanks!

A question that gets asked often is how to bulk download your images from an Airtable table. There are paid solutions that work (eg via MiniExtensions) but there does not seem to be a good solution that is free and easyish.I found one that works for me.To download the pictures there are 4 basic steps and an optional fifth step to bulk rename those pictures:step 1: download the table as .csvstep 2: get the URLs of each imagestep 3: create a text file where you paste all the URL'sstep 4: use e.g. Internet Download Manager to download via those URL's all the images into a folder(optional) step 5: bulk rename those imagesWhat you need: a text editor (e.g. SublimeText), a download manager (e.g. Internet Download Manager) and, optionally, a bulk renamer (e.g. Flash Renamer)step 1When you download a table as a .csv file and then open that .csv file, the column with the images will instead of an image have the name of the image file + its URL.So every cell in the csv that in Airtable would hav

Hello,I currently have two connections between pabbly connect and airtable.Both connections go to the same base but, different tables.The base is called SQUARE, the tables are TRANSACTIONS & INVOICES.Using the  airtable personal token that I created for this base I should be able to connect pabbly and send any information to airtable I need.1) the connection to the INVOICES table works perfectly with no problems.2) the connection to the TRANSACIONS table is giving me the error.Both connection, use the same airtable personal token and only 1 works.I already try to make a second airtable personal token ( 1 for each table) but, I got the same error with the TRANSACTION tableIn conclusion, it looks like their is some type of glitch not letting pabbly create records on one of the tables of the base but not the other. I need this fixed as soon as possible.  this is what I get in pabbly when sending information to the INVOICES tableThis is the pabbly workflow for invoi

Hi all, My scripting ability is pretty basic, so bear with me. I’m trying to automatically update linked records based whenever a record in a table is updated. Basically as follows. We have a table called “Jobs in Progress”, and each record in that table has separate records attached from time to time in another table called “Tasks”. It isn’t uncommon to have several records in “tasks” linked to one record in “jobs in progress”. Records in “Jobs in progress” have a checkbox called “completed” which is either manually or automatically selected depending on several conditions. Records in tasks also have a checkbox called “completed”, which are usually manually checked. What I would like to achieve is that if any record in “Jobs in progress” has the “completed” checkbox checked (true), that any linked records in the “Tasks” table with the “completed” checkbox unchecked, update so that they are checked, or true as well. The reason for this is that on some simple tasks we overtake the proce