Automations

Hello,I am trying to create an automated workflow for a due diligence process. It consists of 4 different parts split between 3 people. Each step has to be completed before the next one can happen essentially. I tried to create a workflow by splitting each step into it's own table and then linking the records across these tables, but I would like it to look much simpler. Any help with this is much appreciated! Thanks.

We take bookings online for a fortnightly gardening session, and the attendees' details are then added/ updated in an Airtable list.Before each fortnightly session, we currently manually send the list of who is signed up to the session leader which feels inefficient! I have setup the Airtable/ bookings so that the dates people signed-up to auto-populate, currently as a list since they may sign-up to multiple dates, eg "03-05-2023, 17-05-2023," etc. I'd love to find an automation which searches for today's date in this field and sends an email to the leader with the sign-up people but I can't see a way to do this. There is an automation option to Send an email when the date field matches 'Actual trigger time' but not sure how this is formatted/ if it would work. Hope this makes sense and would welcome any suggestions!thanks

Hi everyone,I'm using Airtable as a database for my microlearning platform, which delivers courses over messaging channels like WhatsApp. Each base in Airtable corresponds to a different organization, and within each base, there is a "Students" table to store information about the students who enroll in the course.To avoid duplication of student data, I need to ensure that each student is only entered once across all the bases. For example, if a student named John is enrolled in both Standford Course 1 (in the Standford University base) and Harvard Course 2 (in the Harvard University base), he will receive overlapping messages on WhatsApp for both courses.To prevent this, I want to check for duplicate student entries across all the "Students" tables in my different bases. However, I'm not sure how to do this in Airtable. Is there a way to search for duplicate values across multiple bases in Airtable, specifically within the "Students" table?Any guidance or suggestions would be much app

I use Airtable to organize my sewing patterns and projects. I have too many patterns and want to create a new table that only has my patterns that are printed (which is already in the record). I can’t seem to find a way to copy the entire record if it is “printed”. Any advice? Thanks. 

Hi,I am trying to pre-fill two records in an Airtable form from the following column "Client Commercial Controls":If I pull up the pre-filled form, currently I can only pre-fill the one value ("Police check to be performed"), but I also want to pre-fill the second value ("Data security policy to be added").This is the formula I am using to pre-fill the form and have no issues when only pulling in one value, but can't work out how to pull in multiple values. Please advise.Many thanks,Nik

Hello,I sat up an email automation with Airtable. It works well and sends the emails, but I can't find a way to customize the sender name. I'd like to have the company's name as sender name instead of "Airtable Automations". Do you know how I can solve this? I have the Airtable Pro account.  Thanks very much in advance and have a nice day. Kind regards,Alex

Hello!Our project managers often add personalized information to an automated email before sending to a client.  Is there a way to drop the email into the Office 365 drafts folder rather than actually sending it out?I see an option with Zapier but was curious if there is means to do it within Airtable's internal automation as there is with purely sending an email. 

Hi everybody,I'm trying to create an automation that auto categorizes new records based on a Rules table.For example:Rules table: NAME | CATEGORY Uber Transport Airbnb Travel Nike Sports So when I add a record to my apps table, it checks it against the rules table and adds a category in case it finds a match.Transactions table: PAYEE | DATE | AMOUNT | CATEGORY Uber Amsterdam 03/01 $40,00 I got close with an Automation:But I could only check for the exact match of Payee on my Rules table. I'd need to check the other way around whether any of the Rules are contained in the Payee filed of the new record.Any insights or ideas about how could I accomplish this?

Hello, I am trying to find a way to add an attachment from a new record to a field that already has one. The automation deletes the existing file and add the new one. I tried adding the URL from the search step in the automation as well as of the URL of the new attachment but it does not work. Also tried to separate them with ", " Or “;” but it does not work either. Did anyone manage to do that ? Best Paul

I don't understand from the documentation how to use the following filters properly:filterIsAnyOf_filterIsNoneOf_filterHasAnyOf_filterHasAllOf_Can you help me?Documentation: https://support.airtable.com/docs/shared-view-url-filters

Hello!I'm working on setting up an automation that will update a project with the team names once I approve that person using a check box.  Table 1: Team Members - contains basic info (e.g. - name, contact info)Table 2: Projects - contains project info (e.g. - project name, team members)The field I would like to update is called Project Members, which is linked to the Name field on the Team Members table.Right now, I am manually adding individuals by clicking "Add Record", then selecting their names from the list being pulled from Team MembersTable 3: Project Sign UpIndividuals submit a form to be added to a project. I have a column titled "Approve", to keep track of who all has been added to the project. The form includes the Project Name field from Table 2 and the team member's Name from Table 1Goal: when Approve box is checked, update the list of team members of the corresponding project on Table 2. Trigger: When

Question: Say that I have 100 records (mined by PR miners) and it would be divided into 5 for the NR miners (NR-A to NR-E), each having 20 records each. 3 hours later, the 100 records are finished and we have more coming from the PR miners, Regardless of which PR miner it came from, I want it to auto populate or to be assigned to an NR miner such that it's even throughout.Here's what the ideal table should look like:As you can see, the records could've just been mined by PR miner A, but is still evenly distributed into the five NR miners. I apologize for any confusions relating this post. I need your help.

Hey Community,  Thanks for reading my post.  I am trying to update records in Table A (sales estimates) with a number from Table B (sales invoices) when a new record comes into Table B.  I could also do this on a regular interval instead of having a new record entry in Table B kick the automation.  Whatever is easiest. Essentially, I'm trying to get around the autolinking problem.  Sales estimate numbers are unique and when they convert to an invoice the invoice has the same number.  However, I'd still have to go in every day and link all the new invoices generated to their estimates to make the reporting work correctly.  I REALLY don't want to do that.  Any suggestions?  I imagine there are several ways to get around this, but I'm really hitting a wall.

Hello!I am somewhat new to AirTable and LOVE it! I'm currently working with the Pro subscription.I have a base where the first 2 columns (Primary Field and column immediately after) on a grid view carry through on all 7 tabs of the dataset. Each tab is recording a subset data analysis of the overall project so the records themselves are separate - to a degree.Essentially, I have the Organization name and Project Title as the first 2 columns on each tab and they will be the same name on each tab so it would be easier if I could enter it once instead of having to enter it on each tab.I'm pretty sure that I need to create an automation but I am not at all familiar with JavaScript. Would anyone have an easy hack or for running this kind of automation?  I hope this makes sense. TIA!

I have 4 separate sheets in one Airtable base. Each of those sheets form a separate calendar. I want for each of those sheets to autopopulate into a 5th sheet that creates a master calendar of everything using linked fields.I currently have built an automation for each of the 4 sheets that has "Trigger: when a record is created" and is triggered by a record being created in the individual sheet. Then the automation is "Action: Create record" that creates a linked record in the 5th master calendar sheet. The only field it is set to populate in the master calendar is the linked field with the name and record ID of the record from the individual sheet.This seems to be working fine except when new individual records are manually created in each of the individual calendar sheets. However, if I try to duplicate a record in the individual calendar sheets or create records in the individual sheets from other automations, the automation gets into a loop where it keeps endlessly creating new rec

Hey, I am trying to create an automation to update records. For example, I have a table that has a master list of contacts. I have a second table (in the same base) for a specific event - let's call the second tab, Events. When someone from the master list registers for the event, they automated get added to the Events tab. I now want to create an automation so that if the contacts name, email, title, or any other information about them gets updated in the master list, it also automatically gets updated in the Events tab. Is this possible? I have tried to set up the When record is updated automation for hours and its still telling me something is wrong.  Thank you in advance!!

I'm a new Airtable user and I'm trying to replicate some functionality I had in my previous spreadsheets integrated with Looker. I have two tables: Categories (with fields ID, Histórico, Categoria, subcategoria, and Centro de Custo) and Transactions (with fields ID, Data, and Histórico).I'm trying to automate the creation of a new field in the Transactions table called "Categoria", which should work as follows: when the value in the Histórico field of a transaction matches a value in the Histórico field of the Categories table, the corresponding Categoria value should be returned.I tried creating a formula field in the Transactions table with the following formula: =ARRAYJOIN(IF(FIND(Histórico, Histórico(from table Categories), Categorias(from table Categories))However, it didn't work as expected.Can anyone suggest a solution or a different approach to achieve this? I'm struggling with what seems to be a basic task and I'm close to giving up and going back to my confusing spreadsheets

I've been creating long automation to add a list of tasks every time we get a new project. I create one automation and then add a step for each new task. I just saw the repeating groups function and I wanted to try this. So I added a table called "Tasks for automation" I need to be able to set the task due date to be a calculation based on the project due date. Each task will have a different due date.Task 1: Due Date = project due date - 28 days. Is there anyway to create a date from a calculation 

Please help -Hi, I am trying to create a webhook in Make that runs based on a status change in Airtable. I am using a script to execute the automation. Unfortunately, I am getting a "recordId: undefined" from the webhook even though my script is returning recordId data. This is causing errors at my Airtable step; screenshots are attached:// Replace this with URL for your own webhookconst webhookUrl = "https://hook.us1.make.com/.............................................";const { recordId } = input.config();try {const response = await fetch(`${webhookUrl}?recordId=${recordId}`);console.log(response.status);} catch (error) {console.error(error);} 

I am using `newTable.createFieldAsync(fieldName, "multipleSelects", {'choices': options}, fieldDescription);` syntax to create a field in table.But i want to change question placeholder or create question with custom placeholder(above marketed section in image) without effecting question main reference value using scripting or automation?

Hi,  I have been trying to iterate only a few itens in a table, with no success. Apparently the filter() method does not work as expected in the example below. I would expect both codes worked the same, but they don't.  let table = base.getTable("My table"); let query = await table.selectRecordsAsync({fields: [ 'Total' ]}); console.log('TEST 1 - uses filter() '); let query = await table.selectRecordsAsync({fields: [ 'Total' ]}); for (let record of query.records.filter((each) => { 0 == each.getCellValue('Total') } )) { console.log('Found a zero!'); } console.log('TEST 2 - without filter() '); for (let record of query.records) { if ( 0 == record.getCellValue('Total') ) console.log('Found a zero!'); }  My table has 4 records, with values 0, 1, 0, 0 for 'Total'. This is the output I get:  TEST 1 - uses filter() TEST 2 - without filter() Found a zero! Found a zero! Found a zero!  Any thoughts? 

Hi all. I'm new to this and looking for some guidance.Spreadsheet 1 has all available items for sale. Let's say they're vehicles. So some columns may be, make, model, year, HP, etc. I'm trying to create another spreadsheet2 to act as a "wanted list" where if certain conditions are met, an alert will trigger. So if a salesperson goes into the wanted list, puts a potential buyer's name, Ford, Mustang, 2010 or newer, the system will alert them when we get a 2012 Ford Mustang that becomes available for sale. When I have Spreadsheet 2 with columns that would match up with those from the first spreadsheet, how do I build the automation for it to check to see if spreadsheet 1 has anything that meets those conditions, or similar conditions and then sends an email to the user who created it?Thank you in advance for any help you may have! 

In constructing an email automation when a record matches conditions, I am unable to select a single select airtable field (located in the same base as the selected record that matches the conditions) to insert into the email body. The desired field is a single select field. This field does not appear on the field selection list. It is not a linked field, a lookup field, nor is it the result of a formula. The automation works correctly. However, without the single select field in the body of the email, the customer will not know with which item there is a question. The base in question is called “QuiltFest2022” The Table in question is “Entries.” The single select field is “Category.” The Automation in question is Automation 2: If Email is not empty and CatStatus=1. I have included two screen shots of the automation,

Hi everyone,I'm learning airtable scripting and what i want to do is this :-When a check a checkbox in my table, it run a script which will fetch a webhook. The webhook's url is concatenate with the webhook's url and the recordID.My script is running well but it concatenate only the recordID from the row 01. Whenever i checked another box from another row...My question is : is there a solution to concatenate with, my webhook's url, the recordID from the row that i checked the box ?Here's my script : (a mix of everything I found on the internet) let url="https://hook.eu1.make.com/XXXXXXXXXXXXXXXXXXXXX"let table = base.getTable("Ligne - Matériel");let queryResult = await table.selectRecordsAsync({fields: ["recordID"]});let record = queryResult.records[];let request= url.concat('?ref=', record.getCellValueAsString("recordID"))await fetch(request); Thanks a lot !

Hi there,I'm quite the novice at Airtable at the moment and would love some help with from anyone whom is knowledgable with the SendGrid integration and/or can figure out a solution for this problem. I understand how it works, surface level, by adding {field}s to the HTML however, it is not as dynamic as I want it to be. My goal is to send an email from the SendGrid integration with information from multiple rows - a dynamic list in the email that will shrink of grow depending on how many rows there are.Is there a way to add a repeating group in the HTML-code of a SendGrid email that is pulled from Airtable?Is this possible? If so, how? 😭