Automations

I'm trying to automate the linking of one record (a website enquiry) to another record (an adviser - in another table) i'm struggling to make sure I only link one enquiry to one adviser.I have a formula field {Time Since Last Lead} I was hoping to either create a view with just the record with the highest value in this field or just find the record with the highest value in the automation but i'm stuck.  

Using the Auto-number type field can be great, but it is also very limiting when you need to start with a certain number in particular. And if you create a record and then delete it, the next record you create will not have that deleted record's number, but the next one in sequence. For this Project Tracker, the client started using Airtable for job # 2000 (and they have a hundred more after that), which means they created 1000 EMPTY records just so that they could get to the real data at # 2000+. It's also no good to go out of order, so if anyone accidentally creates and then deletes a job, their list of jobs is not sequential. Yes, we can limit record creation with permissions, but I want to know if there is another way I can automatically create the next job record and set its number by finding the highest number used and adding 1 to it. And if a record gets deleted, I want to be able to start where we left off! For example, I am working in a test version of the base to play ar

Hi I have an automation which is triggered by a checkbox field. The records in the table are recursive in nature with id->parent_id linkages. When I turn the checkbox on for a row it does some stuff and then turns that checkbox on for all the children records.The question I have is - if I turn the checkbox on the topmost parent row on from another automation, will that "Update Record" action in that automation wait for all the triggers to fire in the recursive table or will it the "Update Record" action complete as soon as the topmost parent's checkbox is updatedIs there any way to wait till all the recursive actions are complete?Thanks in advance for your answers 

Hello community,I am a part of a family office specializing in Commercial Real Estate investment, and we're currently working on setting up a streamlined workflow to efficiently manage our investment closing processes.We have a 'pipeline' base that tracks all of our potential investments. As an investment reaches a particular status within this pipeline, we want it to automatically generate a predefined set of tasks in a separate 'workflow' base. These tasks should be assigned to specific users and tagged with the corresponding investment.In our 'workflow' base, we've already set up a table that lists template tasks to be completed for each investment.We're looking for a way to automate the process such that when an investment hits a certain stage, the system pulls the template tasks from the 'workflow' base and adds them to another table. This should be done while ensuring each task is uniquely associated with its respective investment. This functionality is crucial as we often have m

Hi There,I have a list of individuals in a text field whose name often repeats. I want to know the best practice in automatically taking only the unique entries, i.e. only listing each person's name once, and creating an updating list of those entries in a separate table. The idea would be to create an automatic table that lists the names of people if that person's name is listed in the "name" column within a specific calendar month. 

Hello all,Within my team's workflow, there are two tables, a campaign and task table, that we use a good amount. One of the fields on the campaign table is a "Deliverables Needed" column where a campaign owner would list out the deliverables needed and separate each deliverable that is needed by commas. Currently, I have an automation where if a campaign record matches the conditions of having the "Deliverables Needed" not empty, a new task is created with the name of the deliverables needed field from the campaign table. My problem comes when I want a new task created for each deliverable separated by commas rather than the whole field. For example if for one of the campaigns, the "Deliverables Needed" field has "Article, Press Release, Stories," there will be only one task created named "Article, Press Release, Stories." I instead want a new task for "Article", another one for "Press Release," and then a third one for "Stories." I also have other fields I want fil

Hi,I am attempting to build an automation that will help assign a student to the specified time slot.I have 2 tables, 1 of which is for trial arrangement, and another for enrolled students.Both these tables have the following fields:Day, Timeslot, Coach, Location.I have another table for the available slots.There are 6 records with the exact same Day, Timeslot, Coach, Location. (each timeslot can have up to 6 students (regardless of trial or enrolled))When a child is about to enroll for example, a button will be pressed, triggering a webhook to integromat/make.com, which will get information of the record.How can I make integromat/make.com find this slot if it is available, to assign the student to?I've tried doing a search, but it seems my formula might be incorrect, as it returns with a 0 bundle 

Do I understand correctly that this solution https://community.airtable.com/t5/automations/attachment-automation-to-add-and-not-replace-attachment/td-p/104396 (or others) are no longer feasible to take attachments in a Find Records step and append them to a different attachments field given the attachment URL changes in late 2022 https://support.airtable.com/docs/airtable-attachment-url-behavior ?Are we essentially limited to doing this via API or just using lookups?

Hi all,I'm writing after thoroughly searching the forum and endless tries, so I really hope someone can help here...My scripting abilities are very basic but i can read and understand it, and can even write it with the help of GPT &#x1f605As part of a multistep automation, I'm running a script that takes apart a poorly formatted text field from my "form" table (using input.config) and creates multiple new records in my "contacts" table. The script works well and the new contacts are being created with all of the relevant text fields in the new table.My issues began when I tried populating other types of fields.. After lots of searching I fingered out that to update a single select filed it needs to be an object, and i finally managed to do that.Like this:    record['Marital Status'] = { name: 'Single' };   I'm now trying to link another table to these new created contacts. This is the "Families" table and it is already referenced previously in my aut

I am trying to build an automation or formula for this scenario:Student #1 has been enrolled in school from the dates 7/1/2018-6/30/2023. I have a field in this table (Students table) for Enrollment date (7/1/2018) and graduation date (6/30/2023). I need the field " School Years" to populate with the respective school years this student was in school for. Ex: SY 2018-2019, 2019-2020, 2020-2021, 2021-2022, 2022-2023 - this is a multiselect field. This will be unique for every student, as their enrollment and graduation dates are varying...I have build a table named School Years and have the start and end date for each school year as a record. I would love this to be automated so that every time we have a new student and their graduation date changes, it will update what school years they were here for.This seemed so easy to do in my head and I have tried every way to get this to work, but I cannot seem to figure out how to have ALL school years they were enrolled for to show up in a sin

Good morning, I have a loop going trought records: before the loop, im creating a json file, and I add elements of eache records im going trough in the loop? In the update record inside the loop, im chaning the record where the input empty json file is, so at the end, the input file has now a new value. At the next iteration, the script should add an element in a json file with  1 element inside, but instead, it is using the empty json file created before the loop. Ive checked the input value, I don't overwrite the file, it should correctly add a value, the problem is that the loop on airtable donc update the value if it is still in the loop, any solution to make sure Airtable will use the updated version of the cell where the json is instead of the first version?

Hi, I used this automation for 1 year, and it has always worked, but today it started to fail to run. It is just an easy automation; when my customers fill out a form, a record is created in a table, and the automation sends an email. What can I do to solve the problem? I also tried to create again the automation, but nothing!Thank you   

Hi! We have set up a view in which products with a value lower than 3 end up. Then we are alerted by SMS. This is our stock level, which is also entered manually. As soon as we change the stock level manually, e.g. to “12”, two automations are triggered, as this is first triggered with the value “1” and then with the value “2”. Is there a way around this problem?

I have a situation where:1) I use a template to create several records in "Table A". 2) I link those records to a singular record in "Table B" on creation.I have tried using an automation that checks when the record is created in "Table A", finds the record in "Table B" and links the record from "Table A" to the record found. Tests for individual records work (when I am testing the automation): however, it does not work when I try with the template. I have also tried using a checkbox that populates the chosen record in "Table B" with the respective records in "Table A" by looping through the designated records in "Table A" and then linking them seperately to the chosen record in "Table B".  Both of these methods have not been working for me. Any suggestions?

Hello, I would like to ask help on how I can modify this Delete Duplicate script from Airtable, so that it:1) Runs automatically everytime2) Deletes only the older record and keeps the most current one (based on Last Modified Time row)Appreciate any help!===================================================================================== let settings = input.config({    title: 'Delete duplicates',    description: `This script will delete duplicate records in a given table according to the value oftwo input fields. Duplicate records are detected when they contain the same cell value for each identifyingfield. For any two records that are considered duplicates, it will use a third comparison 

I have multiple tables of criteria, and a table of people with a tag that identifies which criteria table applies to them. How can I use automation to duplicate an individual's entire corresponding criteria table (as an interface) for each person in the people table? Currently, I can only find content on automating the creation of new records, but my table of criteria is pretty large, so it seems rather unfeasible and redundant to manually input every criteria in as a record to be added. Additionally, I thought about having users themselves duplicate the interface/criteria list that is relevant to them, but from my understanding they would need creator access to the base, but individuals should not be able to modify the original tables of criteria, only their individual table. Lastly, I considered linking people to criteria within each criteria table, and while that would make giving people a personalized view easier, it doesn't work around the problem that individuals s

Hi everyone, you might have seen the new Record Templates feature, which is sooo helpful. However it comes with a limit of creating 100 records per base in Pro Account. We are a small company, and need this feature to automate our processes, and cant go to Enterprise account. So I was wondering about ways to keep using the Record Template feature beyond the 100 record limit. The issue is that we need to save different working templates for different cases in our business processes but we dont actually use them all the time, or even at the same time. Having a record template is for us a way to have transparent processes saved, and they get rolled out when triggered. So we actually need to save way more options for Record Templates than 100. 1. IdeaCreate different other bases with each 100 record template records, and sync the bases after the templates were used. This can already work, but it seems a bit complicated2. Create Record Templates only with Automation

I just had at LEAST 20% of my automations consumed within less than an hour, that's about 10,000 automation runs depleted in an instant and I am hard pressed to believe it was not a bug.What I assume is that this automation called new inquiry started triggering on old records already that exist, even though it was only supposed to trigger on record creation.If you look at the screenshot, you can see there's a ton of these automation triggered for no reason.Is there a way for the customer service team to reinstate the automation runs that were consumed?

I have a script that writes the data that is collected from a google photos album to airtable. The script is purely genereated from cha-gpt, I have no experience of coding and indeed I don't know how to code. Could someone please help me IF POSSIBLE, to modify the script to update the existing records in batches of 10(assuming all the existing cells will be empty/blank before updating), instead of creating new records to write the data. The script that I use to write data to airtable is: function listAlbumData() { var apiKey = "API_KEY/ACCESS_TOKEN"; //paste your api or access token here var baseId = "BASE_ID"; //paste your base id here var tableName = "tab3"; //paste your table name here // Get albums from Google Photos var albums = []; var nextPageToken = null; do { var pageData = getAlbums(nextPageToken); if (pageData.albums && Array.isArray(pageData.albums)) { albums = albums.concat(pageData.albums); } nextPageToken = pageData

I can't seem to figure this out:How do I Automation - After Form Submitted - Send Email - I'd like the email to merge fields into the text of the email which are their answers

Trying to use this to create records based on a template and everything looks correct, but when we ran, it returns an error.Any insight would be appreciated. Thanks!

Hi,I'm trying to create a script that copies a record in another table, and there is a record linked to another table (agents). If i try the script when the record has 1 agent it works, but it crashes if it's more then one agent. This is the problematic part of the code. How can i fix this?  let recordID = await task.createRecordAsync({'Detail' : inputConfig.detail,'Agent' : [{id:inputConfig.agent.toString()}],});

Hi All, I am having an issue trying to create an automation in my process.The scenario is as follows, when a new record is created in a table called Project Stage v2, by selecting a linked field column called Master Project List, I want the automation to select the 7 values in the linked column Project Stage Template. The output needs to be a new row for each of the 7 values from the project stage template to match the new value added in the Master Project List.See image below. 0001-001-Test 2 has been added and I would like the row to be duplicated 6 more times so that each row will correspond to a set project stage as we can see on 0002-002 Test2.Any help would be greatly appreciated! 

Hi, all!I'm trying to automate a social media content calendar and am having issues automating the date of each record.Every month, I'd like Airtable to create records ("Content Topics") and autopopulate the date of each record to a specific day of that current month. For example, "Content Topic #1" should be dated on the 1st day of the month, "Content Topic #2" should be dated on the 4th of the month, etc. Ideally, I'd also like this to have some flexibility—in that, even though it automatically creates a record with a certain date, I can manually change that date if necessary. For example, if "Content Topic #2" record is automatically given a date of "July 4, 2023" (for the month of July), I'd want to be able to manually change that specific record date to July 5 (because I don't want that post to go out on Independence Day). More simply put, I'd like this automation to have the flexibility of a "date" field as opposed to the inflexibility of a "formula"/calculated field. I

Here is the use case (for 20K + records so definitely want to automate it):I have 5 different multi-select columns that are tags which describe the primary field/ record. For example:Field 1: Oranges, apples, bananasField 2: Box, cup, bowlField 3: Human, cow, dogField 4: Blue, red, yellow Then, I have different fields where I want to exhaust all possible combinations, for example:Tag 1: oranges, box, human, blueTag 2: oranges, box, human, redTag 3: oranges box, human, yellowTag 4: oranges, cup, human, blueAnd so on and so forth. You can see that this creates very many possible combinations. And in some instances there could be 10 tags selected in one field. And to do this manually across 20K records would not only be incredibly time-consuming and tedious, but there is a lot of room for human error.Is there a formula/ script/ automation that can help auto-tag "Tag 1, 2, 3,....." fields each with one unique combination of tags from muli-select fields where tags exist?And, as a new r