Automations

Hi, non-dev hereI have been an avid user of Airtable and I'm enjoying it but there's some things like proper pivot tables and reports I wish were available.So anyway, I am currently trying to build a report that uses live data from one table to another.When we're using excel, this was how it looked, as you can see, we would manually input a lot of the fields, and check them manually, use formulae to help us calculate some of the metrics we wanted. But we want live data and data that can be captured weekly on Airtable I've come up with a relatively.. tedious solution do let me know if there's a better way.Here's what I didI created a new table to host the live data, link all enrolled students into this record, created a column for each cell in that table that is not calculated/formulae (about 200 columns)set u

I need help in linking four tables in Airtable with automation. Our art group publishes monthly shows where our members showcase their works. To streamline the process, I have created four tables in Airtable, namely Venues, Shows, Members, and Exhibitions.The Venues table contains information on the places where members have previously exhibited their works. The Shows table tracks the shows entered by the members, with each show tied to a particular venue. We also have a Members table that includes all the members who can enter data into Airtable. Lastly, the Exhibitions table allows members to enter their current shows.I have created a form under the Exhibition table. If a member enters a show that is already in Airtable, they only need to enter their name and find the show in list. If the show is new but in an existing venue, they can enter show information. And if the show is in a new venue, they need to enter both show and venue information.I have not been a

Hello, I have one table for inventory with several different items. By column, there are items, quantity, category, and program. Category and program are selectable from a drop-down list.I also have a form for checking these items in and out. On the form, the category, program, and who checked out the item are selectable. However, the item and quantity are not. How do I get the quantity to update on the table when someone fills out the form? Thank you!

HiI have a CSV file with about 250 Dropbox share links. I would like to upload the media from these links (images, PDF's and h.264 video files) to an Attachment field in Airtable.Does anybody have some pointers on what would be the best approach to achieve this? Can't find any info on this particular problem when searching. 

Hi all, I'm wondering if it's possible to create a script/automation that automatically performs a Youtube Search using fields from my Base. Specifically, I think what I'm after is something like this:When a new record is created, run a search query on Youtube using the contents of Field AGet the first result from that searchUpdate Field B with the URL of that first search result.Alternatively, I bet that a Google search of [contents of Field A] + ["Youtube"] would work as well.I searched the Integrations and Automations libraries and haven't found anything existing. I've not written any scripts of my own but might be able to finagle editing an existing one if there's a decent starting point.Any ideas from the community here? Thanks so much!

I'm looking to create an automation that will find records that match a status at a specified time and create a csv that will then attach to the automated email. Is this possible?I've already used the automation to do this in a grid in the body of an email, but I'm being told by the recipient's legal department that it has to be in a spreadsheet because it is personally identifying information.Any help is much appreciated!

Hello all!As the subject suggests, I am trying to fill in blank cells under a certain column with "N/A" when a form input leaves the column blank. This is so that when I create an automated email, instead of "the part is     ", the recipient will receive "the part is N/A." I have tried to run an automation with when I change the status of the form input, a conditional record update will trigger but only if it is empty. However, I keep getting a testing error. Does anyone have insight into this? Thanks!

Hi!Would appreciate feedback from the community. I've seen some posts about dependent drop-down lists, but all focused towards forms, so I'm going to post my question which is more of a grid-view use case.I'm trying to set up a dependent (single-select) field based on an independent (single-select) data field. Specifically, I'm trying to set up an utomation for the accounting team so as for them being able to select a bank account No. from a list which is linked to the Bank (trying to avoid input erros in the "account no." or manually referencing / matching a "bank" to the "account no.") from where the transaction is being originated.So my independent (single-select) field would be the Bank and the dependent (single-select) field would be the bank account No.. I want users to first select a bank and then be displayed the accounts in use for that bank.I'd

I have a membership base in which I want members to review and update their data with a Form.I have a formula field which opens the form with  pre-filled recordsI created an automation to find records in a viewAnd then used Send an email to send form to users to fill upThis send one email to 3 users for 3 pre filled formsHow can I send 3 emails, one for each member with corresponding pre-filled form?  Eventually,

Hi there, This might be something someone has already figured out in this community, however, I was unable to find anything - so it might be impossible with out some sort of script?To start this off I use Airtable for project and task management for my agency.BACKGROUND:To keep it simple I have these tables; Transactions, Tasks, Task Templates.In automations I use a Find Records > Repeating Group > Create Records. This is used to get the Task Templates to create task-records in my Tasks table that are linked to my transactions. Each transaction has tasks.My transactions all have the same tasks and I need them to all be dependent on the same tasks. (Parent & child tasks)I already understand how to automate task creation using the automation above however, it does not support a very crucial part of my task management. Automated dependencies.WHAT I WANT TO ACCOMPLISH:I want t

In my automations under action types, I see that the run script option is not available. Two questions:What can scripts do? Are they for example capable of making HTTP requests? And what scripting language is supported?Why is this action not available? All the way down the list there are a few integrations that are unavailable because I need to upgrade to pro or enterprise, as the icon clearly indicates. This doesn't seem to be the case for scripts? 

I have three tables: Projects, People, Contracts.When a request for a new Project is submitted, multiple People are added to the 'Talent' field.I would like to create an Automation that then creates a new Contract for each of the People allocated as Talent.Thank you in advance. I hope I've explained that sufficiently, I'm new to Airtable! 

I believe this is a bug in how html in email automations are processed:If I try to send an email using `[markdown](...)` syntax with a inserted URL from a record it works fine, but if I try to do the same with `<a href="...">example</a> then it seems that markdown processing is applied to the inserted URL; in this case the inserted URL includes _underscores_, and extra `<i>` tags are inserted in the link.

Is it possible to create custom letter with Page Designer and then trigger a send email via automation with an attachment that include the custom letter. Thanks

Hi, I’d like to know if it’s possible to use the Page Designer App in Automations? This is what I need to achieve: We have a form that users fill out, I then want to send a copy of that filled out form back to the person that filled out the form. Any help appreciated.

Using ATs guidance I have created an automation on a table to send an email reminder. The table has a date, subject, assignee and formula to run the automation. The automation sends an email to the assignee when the condition in the formula is met. It works when I test it but not in realtime/ life.I have the automation set to send an email to whoever is in the table field assignee (under ‘to’, I clicked plus, assignee - email). I want to be able to select a person on the base under assignee in the table (assignee field set to select a single person on the base) and not have to enter staffs email addresses here, as it rather defects the benefit of automation. As I say, this works on testing and pulls the email in but not when running.Any ideas? Thanks!

Hello-When setting up an email automation, I want the Airtable record when opened to show in a specific view based on some conditional formatting, anyway when the recipient receives the email, when they open up the link provided which I don’t know. Is specific to a view?So if the designer is Joe, based on the condition set that is Joe, when he receives the email automaton, the URL is his Joe view that is set up just for him. So it’s not generic. Thank you!

Hello Everyone,TLDR:  Can I populate the {to} field in the "send an email" action with a conditional list of email addresses?I have a user accounts table with typical user account stuff (name, email address, etc.).  In that table there is a single select field to describe each user's role within our org. I would like to send an automated email to everyone who matches a specific user role when certain record triggers fire.  I.e.  "When a record is updated, send this email to all users with the role of {team leader}".The list of users will not be static over time.  Thus, I need automation to read the record data at the time the trigger fires, and fetch the appropriate email addresses for inclusion into the email {to} field.We are on a pro account.  TIA

In theory I can create a REGEX_REPLACE that turns and integer into a string with thousands separator.   I wish AirTable had a FORMAT function but it doesn't, hence the painful work around.In theory this should workREGEX_REPLACE({the number}&"","[?<=\\d][?=[?:\\d(3)]+[?!\\d]  ",",") this is based on a match string "(?<=\d)(?=(?:\d{3})+(?!\d))". ( not original I claim no credit, regex match strings give me a nose bleed) I have learnt the hard way that Airtable uses "[" instead of "(" and you need to escape the"\\"s - so \\d not \d Also I have to turn the {the number} field into a string use the &"" trick

I'm aware that I can't make a Single select field a 'Linked record' - at least not the way i'm doing it. But is there a workaround? I have a manual input single select field and I want to create a linked record so that I can display the data differently.

Hi All, Arranging a weekly report to be sent, but would like to include the Date it was sent in the subject line. I can select Expected Trigger time as an option: And when I click on it, I have the option to Edit or Modify the token:However, beyond that, I don't have a clue how I can make this:look like this: Any ideas? (thanks in advance for the assistance!)  

Hi everybody,I'm trying to create an automation to auto-categorize new records based on a different Rules table.This is what the Rules table looks like:NAME | CATEGORY Uber Transport Airbnb Travel Nike Sports And here's one example of a new record that needs to be matched with records on the above table and assigned a Category.PAYEE | DATE | AMOUNT | CATEGORY Uber Amsterdam 03/01 $40,00I'm close to finding a solution, and this is my current automation:Basic trigger to watch for new records. I'm thinking about changing it to When Record Updated. Because when the record is created, the fields are still empty, so it doesn't find a match. 

I have recently been tasked with the goal to create an automation that allows the attaching of an extension result to an email. This extension lays out the information from an admin-only base into a pleasing format for people assigned to a certain job to be able to read the requirements for the job in a clear way. Is there a way for AirTable to take information from an extension (as in a file) and automatically place it into an automated email? Thanks!

Background: I'm currently building a surfboard reservation system and have been running into roadblocks trying to stick to the free plan because I can't utilize the advanced calendar features. I have two tables currently, 'Surfboards' and 'Reservations'. The reservations table uses a start and end date that can not be viewed on a singular calendar view.I've thought of a workaround that would require a third table, 'Schedule', and would have a single date field. I want to use automations to create a new event on the schedule for each day of the reservation. Ask: Is there a way to automate the creation of multiple records, one for each day between a date range (start date, end date).  Details: Patrons use a form to submit their reservation requests. They indicate a start date (w/ time) and an end date (w/ time). There is a maximum number of dates you can reserve a surfboard for (5

I have a table with the fields "Title" and "Status". I want to automatically post to a Slack channel every 2 weeks, a list of the "Titles" that have had their "Status" fields updated to a particular value within the past two weeks. Currently, I can only generate a list of ALL the "Titles" with the particular "Status" value. How can I limit it to show only the recently updated ones? Do I need to write a script instead?