Automations

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 and the action being "Run a script" As it turns out, the JS that ran is no longer valid, so nothing happens when the box is checked.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!

Hi, I'm a newbie in scripting, but enthusiastic learner 🙂A little background to the request:I have an automation that runs over a list of volunteers, some of them need training for their roles.the list contains the dates of those who need training and uses OOTB actions to find which have training today: the automation checks each record, and if the date of the training is today, the automation sends a mail with the invitation link to the video training.the problem: sometime, the automation doesn't succeed in sending the mail to specific volunteers.the requirement: using script action, if sending the mail wasn't successful, to put the error message of current volunteer's into current volunteer's record, into "error" field.Will appreciate the help on:Thanks!Nitai

Hello, I'd like to know how to create new records using automaitons in B table as many as the quantity of number column(ex. 5) in A table when the status column in A table has a specific value(ex. realease).See the example below.1. Input 2. OutputI'd appreciate it if you could let me know.

Hi! I would like to make a copy of my Database, automatically, daily. Can not find the solution with automations. Thannks 🙂

I made the code below to read a row in my Teste3 table, and from that row, generate new rows according to the code. Row generation is correct, but the script is unable to record new rows in the table. Can you help me?    let table = base.getTable('Teste3'); let queryResult = await table.selectRecordsAsync({ fields: ['Valor', 'Vencimento', 'periodo_real', 'parcela_real'], }); let records = queryResult.records; for (let record of records) { let valor = record.getCellValue('Valor'); let vencimento = record.getCellValue('Vencimento'); let periodo = record.getCellValue('periodo_real'); let parcela = record.getCellValue('parcela_real'); if (valor && vencimento && periodo && parcela) { let [currentParcel, totalParcels] = parcela.split('/').map(Number); if (currentParcel < totalParcels) { let newParcels = []; for (let i = currentParcel + 1

When I run my following code within the Scripting App, it returns an overly useful object that I can easily sort and use to update my record with.  let sortedResults = membersRecords.records .filter( member => member.getCellValue("Result Date") !== null) .forEach( member => ( console.log(JSON.stringify(member.getCellValue("Result Date").valuesByLinkedRecordId)), console.log(member.getCellValue("Result Date")) ));  Note how valuesByLinkedRecordId, which is a lookup field set to return the date, returns the below object - and how in this object the records are incorrectly ordered by date.This returned valuesByLinkedRecordId object is fantastic, as it can be processed into an object that's sorted by date and then stamped back into the associated Linked Field so that the records are then

In advance, thanks for this help. I work at a small company, and I'm a marketer by trade, so please be kind 😛Anyways:I have a base that's for an artist on our team. It currently has three sheetsProjectAsset TypeIndividual AssetAnd are nested together (Project is the main umbrella of any, well, project. Asset Type is [product] Screenshots, [product] videos, etc which serve as the organizational packets of deliverables, and then individual delivered assets live under that). We have very strict content approvals, so I need to get very granular with approval and content revision chains, down to the individual asset. Currently, it's working, but it's a bear with manual data entry when a new record is created. I have two (and a half) goals I'm trying to accomplish:1) If the artist were to open up a Project, and then select "Add Asset Type" (from a linked records to the other sheet), upon clicking this, I'd like

Howdy AT Community! Hoping a kind soul can provide some assistance with an automation query. I'm trying to track subscription activations for a University cohort, pulling from a large Uni Cohorts table to update a specific cohort tracker table.  Desired automation flow is as follows:Student submits subscription activation request form > record is auto populated in main Uni cohorts table (first name, last name, email, Uni name) > record 'Status' field is set to 'activated' if approved in main table > student record status field is updated/reflected in cohort activation tracker tableThe list of student names and emails is already populated in the tracker table, purely need to track them in for external onboarding reporting purposes. Struggling to get the update record automation to work between the two tables (unless there's a formula trick I'm missing?)Any assistance greatly appreciated. 

I think I'm really close to figuring this out.  Here's the ideal  scenario:My accounting department hits a "Reminder" button on their interface which triggers an automation to send my Project Managers a reminder email to approve their invoices.  The email contains a grid of that specific project manager's open invoices.My current situation:- My interface button works great.  Best button ever.- My "repeating group" action is where i'm getting twisted up.  I've got a "repeat for every one in the project managers" list going. I've got a "Find Records" action that finds ALL the invoices where the "PM Approved" field is not checked. I want to send Project Manager 'A', a grid of ONLY his invoices that haven't been approved yet.  How do I add a condition in the "Find Records" action that find records for the next project manager on the list?   Edit:  I think I understand now.

I’m using a base to conduct performance reviews and record records. On a set date, I’d like to send the relevant records to the relevant employees. While I understand how to find records and trigger emails (see below), I’ll need to use dynamic recipients, which conditionally match only to their rows in the table. I’m struggling to set this up. With 50+ employees, I’d like to be able to do this dynamically, without manually coding each recipient. Specifically, I want to send Manager A all of the records about Employee A. I want to send Manager B all of the records of Employee B. Any ideas how to execute this? Thanks!

I've searched and read related posts, but I'm still not seeing the exact same behavior.I'm using webhooks to both create records and update records. The create records automation functions as expected and creates a record with invoice number, and other order data.Now, as that order is updated (ex: ships, is delivered), it sends a second webhook, for which I have a second automation. I have a webhook triggering a "find records", but am unable to have it find records that match the condition of invoice number. If i try to select the matching record, it says, "no nested values available".I have also tried to just skip the find records step and use the invoice number (which is the primary field) in the update records step, but that also doesn't work.Error message in either instance is "received invalid inputs"This doesn't seem like the proper functionality. Any advice?