Automations

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?

Would using this documentation: In the updated code, we first get the select field using table.getField(timeFieldName) and then update the options using the updateOptionsAsync method. We spread the current choices using ...selectField.options.choices and then add the updated option using {...updatedOption}. We also pass an object with enableSelectFieldChoiceDeletion: true as the second argument to allow choices to be deleted.Allow me to get what I want. My idea is to create a non conflict scheduler using a single dropdown field with all of the times and after that time has been chosen and a form submitted. The script will run and can either replace the option of the time and say "booked" or delete the option in the field totally. The script runs but does not do anything. I tried to logic around and tried to get the ID of the option and replace it but nothing has been really working. If ther

Hello, I'd like to add a filter to my running total script. I have a checkbox field and would like the script to only calculate the running total if the checkbox is checked. Any help appreciated.   let table = base.getTable('Resource Capacity Planning_Production'); let view = table.getView('Grid View'); let result = await view.selectRecordsAsync({fields: ['Pillar & Domain','FY Q2 23 - Demand (FTE)'], sorts: [ {field: 'Pillar & Domain'}, {field: "Stack Rank"}]}); let runningTotal = 0; let currentGrouping=''; for (let record of result.records) { if (currentGrouping !=record.getCellValueAsString('Pillar & Domain')) { currentGrouping=record.getCellValueAsString('Pillar & Domain'); runningTotal = 0 } runningTotal += record.getCellValue('FY Q2 23 - Demand (FTE)'); await table.updateRecordAsync(record, { 'TEST Running Demand': r

Hi there!I'm trying to set up repeating group automation, their list is a JSON array from Webhook. I receive data about a new order on a website, JSON also contains an array of items in this order. I want to create a new record in the table "Заказы" (that means Orders) and for each item in the array a record in the table "Покупки" (that means Line Items). Automation runs only once and creates just one record for the line item, but there were two items 😫Here you can see the webhook configuration and input from it. Here I configured the creation of a record in the table with orders (that works fine):Here I selected

I have been able to replicate the script for Running Total as per console.log(Hello, ${base.name}!); let table = base.getTable(‘Invoices’); let view = table.getView(‘Grid view’); let result = await view.selectRecordsAsync({fields: [‘Amount’]}); let runningTotal = 0; for (let record of result.records) { // change the field names here to adapt this script to your base runningTotal += record.getCellValue(‘Amount’); await table.updateRecordAsync(record, { ‘Running total’: runningTotal, }); } The Automation is turned ON My question is - I can only seem to get the Running Total result to re-calculate when I am in Automations view and I click to Test action. Is there something I am missing in my setup for the automation? Also - what is the recommended setup for this automation - do I want it running for every entry or should I have it only run when I need it? Will it slow down my table if it is processing

I have set up a form for clients to fill out. I want the information the clients give us to remain intact, so I am trying to create an automation that will copy over all the information from the form into a new record on a new table. Then once it's created a new record, we can go in and make corrections and adjustments.So far it's working fine except for number fields. I can't figure out what I'm doing wrong? We ask client the quantity for a product, they tell us. I want that field to be copied over in the new record. But when I select the "Quantity" field, it prompts me to enter a number instead of linking another field.I have experimented with changing the format of our "new record table" quantity field to "single line text" instead of number, and that weirdly lets me link the "quantity" field from the form. This is not that useful though because I need to do calculations with the number in the quantity field.Thanks in advance for any help! Attached is a

Hi everyone,is it possible to set an automation to populate a link to a record field?In brief, my base is made up of many tables (one general and others specific), all sharing the same ID for the same entity. I would like to set an automation to a link a specific attribute from the general table to one of the specific (given a matching ID). Entities may be present in all the tables and share the same ID number. For example:If the general and specific table have entities with ID 1, 2 and 3, I would like to automatically link the record with ID 1 from general to the ID 1 in the specific and so on...Is it possible? could you share the steps?

Hi,In an Automation I gather all the names from one Table (Writers) and want to Repeat Through that list to find all the names those Writers have been assigned in a different Table (HopeMail). When I loop through looking for an existing Static name it works fine. But, when I look for the same name from the Found List Dynamically, it errors out. It's making me crazy... I don't understand. Screenshots included... Thank you in advance for any assistance! - Doug

Hi all, I have set up a gmail automation and am sending an ISO Date time to the email recipient. The date time that is sent is 4 hours ahead of what is entered in my table. Any ideas as to why this is happening?In the screenshot of the table view, I do not have a time zone set for date_ordered. I tried with the proper timezone configured as well and it still has the same issue.     

Hello,I am working on an Airtable script to flag dupliacte records in a table and automatically flag them. But for some reason when I run the script, nothing happens. I have tried the script in another Airtable project and it works just fine but its not working here. Would be glad to know what I am doing wrong and how to fix it.Here is my scriptvar tables = base.getTable("📊 Impact Data");var query = await tables.selectRecordsAsync({sorts: [{field:"Time",direction:"desc"

Hi Fellow Community Members, I get these inventory summary sheets from my vendors that I first have to run a macro on in Excel to transform the summary to individual records to update my inventory in airtable. The sheets are for dresses so each row has the style and color and then the columns have the sizes and under each size is the stock amount. Each style color and size is an SKU in my base so I cannot import the data directly before transforming it in Excel. My question is there a way for me to automate the importation process without having to run transform the data each time or is there an easier way to do this process?I have attached an example of the sheet i get from the vendor and a link to my base. I would greatly appreciate the community's input.    I attached a sample file and a link to my base https://airtable.com/shrRSgvhQ1Y1naavE

Hi,I have written a script that is triggered within an automation that essentially builds out a junction table. The issue is that it frequently fails with the error "Script exceeded execution time limit of 30 seconds". Does anyone know of ways I could edit this so that it will more likely run within the 30sec time limit?Many thanks in advance! let classesTable = base.getTable('Classes');let clientsTable = base.getTable('Clients');let attendanceTable = base.getTable('Attendance');let attendanceQuery = await attendanceTable.selectRecordsAsync();// Get the record ID from the automation inputlet triggeringRecordId = input.config().recordId;// Retrieve all the records in the Classes tablelet classesQuery = await classesTable.selectRecordsAsync();let classesRecords = classesQuery.records;// Find the triggering record using the provided IDlet classesRecord = classesRecords.find(

Hi everyone!This Script is working greate to send a webhook containing table fields in an automation.I'm trying chaneg it to send a only fields from a specific view.I tried to change and adjust it to fit a certain View. I added "let view = table.getView("MyView");" and changed all the Table References to View References but I get an error message:"TypeError: Cannot read properties of undefined (reading 'length')".As I am new in coding, Can you tell what is missing?

Hello,I am having difficulty configuring automatic imports from Google Sheets whenever a new row is added or after a specific time interval. Can anyone provide guidance on this matter?Best regards

Hey community. I'm putting together a new CRM, and I'm wondering if it's possible to send chart elements (graphs) in a slack message or email on a regular weekly cadence. Any thoughts or insights appreciated!

I'm creating automation that needs to be triggered every two weeks on Monday.1. If I set the starting date as today (Tuesday, 4/18/2023), when will be the first date that automation runs?2. If I need to make the automation run for the first time on Monday, 4/24/2023, how should I set the starting date? What if I need to run it on Monday, 5/1/2023 for the first time?

The webhook wasn't receiving the record id, does anyone know whylet config = input.config(); let url = `https://hook.us1.make.com/tfvt3b9xyyjrnfa3y43t1pdjfhclweov?RecordID=${config.recordid}`; fetch(url);

Hi,I have written a script that is triggered within an automation that essentially builds out a junction table. The issue is that it frequently fails with the error "Script exceeded execution time limit of 30 seconds". Does anyone know of ways I could edit this so that it will more likely run within the 30sec time limit?Many thanks in advance! let classesTable = base.getTable('Classes');let clientsTable = base.getTable('Clients');let attendanceTable = base.getTable('Attendance');let attendanceQuery = await attendanceTable

Hello, hope someone could help me.So we have this "Status" field.The specific status was "active search"How can I set automation to count how many times that status was moved to active search?Currently, I have this automation set up: The main goal here is that:When the record was moved to Active Search Status for the second time, the field Count moved to AS should be 2.When the record was moved to Active Search Status for the third time, the field Count moved to AS should be 3.Are there any changes that I need to set up with my current automation? because currently, it would only work when the status was moved for the first time.Thank you.

Hello! Is there a way to set or change the font of a value in an email? I tried:

I'm having a hard time figuring this one out....I've created a dashboard interface for my engineers.  They're required to submit a daily time card that shows which jobs they worked on and for how many hours.  I've created a lovely list element in their interface for that. see below:I've got a button up there I want them to click at the end of the day to email that timecard to our bookkeeper.  And for the life of me I can't figure out how to make that happen.  Everything in the dashboard is filtered by current viewer.  So Matt's time card is filtered by a "Created By=current viewer" and "Created On=today" field.I think my button needs to take Matt to a form where he selects his name from a single select field and the date he's submitting his time card.  I want that form submission to trigger an automation that:1. finds al