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5383 Topics
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WebsInspiring
asked in Automations
Need to Populate a Linked Record Field with Automation

Big Picture: Im trying to accomplish a process to automatically link records between tables. The use case is automating a process where when a user updates their membership in an external system, airtable creates a new membership record and links it to a user account in our airtable database.  Basically our CRM's membership data doesnt talk to AirTable.  So Im using automations to export the data an ingest it into airtable.  Once its ingested, the membership data needs to be linked with a user record in airtable.The steps I think need to be accomplished.1. In table A, we Create a record with a {user account number} from a database not linked to airtable.2. In table B, I want to take the that {user account number} from Table A and match it to a record in Table B.3. Update a linked record field in Table B with the matched record from step 2.Im struggling with step 3 in particular.  Both the external datab

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MicahMNew Participant
asked in Automations
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Jamie_RoodKnown Participant
posted in Automations
Linking fields to a Master table using non-primary fields

Hi there,I have a series of quality assurance data for my Online School which has been populated using different google forms and is therefore stored in different google sheets. I am bringing the data into Airtable to use an interface to visualise it better. The tables include:Lessons Videos Graphics Proofing among others.The unique identifiers for all of the records in these tables are the Subject, Grade and Module number. I therefore want to connect these tables based on these fields so I can populate all the data into a single table. I understand that linked records only work using primary fields (in this case, the timestamp), or a script. However, I have not been able to write a script that does not yield an error. Any assistance is greatly appreciated to identify an easier way to do this if possible.Many thanks,Jamie

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Alexey_Gusev
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SelimafifiParticipating Frequently
posted in Automations
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V11Known Participant
asked in Automations
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eh142New Participant
posted in Automations
Kostya_S
Kostya_SNew Participant
asked in Automations
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Jim_GallParticipating Frequently
asked in Automations
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KellyHNew Participant
posted in Automations
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TASICRLONew Participant
asked in Automations
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jeremycastroNew Participant
asked in Automations
Automation Limits - 1st of the Month Reset and Limit on Number of Automations

Hello,I'm seeing conflicting info floating around and nothing within my account settings that indicates when my automation limit/usage resets.And I hear 50 total unique automations triggers per Base is the limit, but there is a way to purchase/add more to our account?Reset Usage:My billing cycle appears to be on the 22nd and we are currently at 37,000/50,000 which seems unusually high in just a week, so it makes sense that it is the 1st of the month.We are on the PRO planI've seen info saying it resets on the 1st and some on your billing date.Can someone help?I have a 40,000 run I need to do on my data base and am worried about using them all up today (13,000) and then being out of automations until my next billing cycle of 22nd.  That would be a problem, esp since we can't purchase more.Total Unique Automation TriggersI've hit my limit of 50 several timesHad to combine some,

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kuovonne
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climesumerInspiring
posted in Automations
Parsed HTML not rendering correctly in SendGrid extension

Hi there, My Goal (Image 1)I am trying to automate an email newsletter to send job postings stored in an Airtable base using the SendGrid extension. Context:In a Jobs table I auto generate the HTML for this list item in a field. (Image 2)In a Newsletter table, I lookup the HTML list items, of the jobs that are included in the issue and put it into an unordered list (UL). (Image 3)The Problem: When I parse the UL {listings} into the Sendgrid extension, it only displays the raw HTML. (Image 4+5)When I paste the raw HTML directly into the SendGrid extension, it renders it correctly. (Image 6+7)The same is true when I use this in conjunction with an HTML template from SendGrid. How can I fix this?Many thanksThe problem: When I parse the 

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Michael_TownsenInspiring
posted in Automations
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MelagenceNew Participant
asked in Automations
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Lukas_KuehnNew Participant
posted in Automations
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Tonal_Chaos_ProNew Participant
posted in Automations
Records not sorting properly in automation script

Hi, I have a track table and an album table. When an album status changes to “ready for release”, I have an automation that finds tracks that belong to that album, then feeds those IDs to a script. The script should do the following: Based on the track info, populate an “internal number” (works fine) Do another query on those same ids, but sort by this newly added “internal number” and another existing field, then update track numbers in sequence. It appears that the new search does not return results sorted according to what is specified in my script. Any ideas why? I also have this script separately from automations, where I go and pick an album manually, and that one works 100%. I’m not sure why the same thing in automations isn’t behaving correctly. // Sort by: // - album (fieldToRank1), // - the newly added main track number (fiel

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Karlstens
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ncparkerNew Participant
posted in Automations
How to change a field based on time passed since a record was created

I'm stuck on how to create this automation so any help is appreciated! I have two tables:Table 1: Each record corresponds to a purchase, with the following fields:"Transaction Date" for the exact date the purchase was made"Cardholder Name" for the purchaser's name displayed on their credit card.Table 2: Each record corresponds to a purchaser, with the following fields:"Full Name" is the purchasers name (exact same name as the "Cardholder Name" from Table 1)."Status" is a single-select dropdown that has the three options: New, Inactive, Active.I have created a working automation that does the following: When a record matches conditions: "Transaction Date" is on or after one month ago, find records in Table 2 where "Full Name" matches "Cardholder Name" in Table 1 AND update "Status" to Active. Essentially, If a purchase wa

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TheTimeSavingCo
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mamslazNew Participant
posted in Automations
Create dates with time from a date without time

Hi all,  I would like to create an automation that triggers when a new record is created. This record contains a field "date" without time. After the trigger, the action is to create multiple records with a field "date" with time. I would like to use the date from the record in the trigger and add a time afterwards.Exple:- Trigger = new record created with a field Date equal to "22-05-2023"- Action = Create 5 records, taking the date of the trigger, and adding time -> "22-05-2023 14:00" ; "22-05-2023 15:00", etc. I have tried to achieve this using a script in the automation but it doesn't work. Somehow the output in the script testing is correct, but the value displayed in the created records are wrong.. Any idea? Many thanks 

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TheTimeSavingCo
siliceous
siliceousInspiring
posted in Automations
Ashley_Jackson
Ashley_JacksonInspiring
posted in Automations
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Christopher_CanKnown Participant
asked in Automations
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wisniewskiemNew Participant
posted in Automations
Automating Record Updates and Email Notifications Using Tally.so and Airtable

Hello everyone,I am currently trying to set up an automated workflow using Tally.so and Airtable and need some help.Here's the process I'm looking to automate:A user fills out a form on Tally.so, providing their email, name,The form submission is collected in an Airtable base. - Table usersUpon the new record creation in Airtable, I want to automatically assign a code to the person. - I have list of all coupons in second table named CouponsAfter the code is assigned, an automated email should be sent to the user with their assigned code.I believe I need to use Airtable's Automations feature to achieve this, but I'm struggling with updating the record with the assigned code.The problem I'm encountering is that when I'm trying to update a record, I'm getting the whole list of records in one cell, which is not what I want.Has anyone implemented a similar workflow or can provide guidance on how to achieve th

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camilledvzNew Participant
asked in Automations
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Francoloco23Known Participant
posted in Automations
Can’t Download Multiples File to PDF using Softr

Good day to all,I am currently using both Airtable and Softr for my endorsement platform. Here, our internal team uploads more than 2 pdf reports via Softr with a sample file name convention: trinidad_franco_luis_cruz_CIBI_negrec_)511_h7tezeubi.pdfHowever, once client has downloaded the PDF file in Softr, this is what will appear. The client can’t download the file in PDF.Then these are the steps currently being done: Our internal team uploads several reports in the Softr page.Once uploaded, there is a script developed and placed in Airtable (please see screenshot) wherein the attachments uploaded are readable in the backend.Once an attachment has been extracted and read, it will automatically go through another table in Airtable for matching with the name endorsed by client.Once matched, the report will be viewed already by the client via Softr.I believe that there might be an error when it comes to the s

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Lost-MerovingiaInspiring
posted in Automations
Populate Vendor Linked Field by searching the name

^ Sorry about that subject ... I don't know what I'm doing.So ... I have Table Vendor, and Table Transactions... the Name field in the Transactions table sometimes contains the same text as in the Vendor field (which is called 'Who' [i know ... awful field name]), but not always, so I want to search for the text in the Transations:Name to find a the name of the vendor in the Vendors:Who field.I'm trying to find a way to search the Vendors so that it'll populate the LookUp field or linked Field automatically.I made a view that has all the empty vendors fields.. and I am starting an automation that triggers when it's entered this view, then I wanted to search the vendors list for the text that is in the Name field ... but ... i can't do that ... it'll only find the entire line, cause it's taken from a bank statement, and you know how weird those are.For instance if the Transaction name would be "RECURRING PYMNT 6MAR2023AIRTABLE.COM/BILL CA 716.76X1.39

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