Automations

I have a master table Invoice with a fiels Invoice_Number and a detail table Lines.Each Line belongs to a single Invoice.In the table Lines I want to setup a field Line_Number and I want to automatically populate its value.Line_Number must simply contain the line number of its Invoice.For example : Invoice A has 3 lines numbered 1, 2, 3 and Invoice B has 2 lines numbered 1 and 2.Does someone knows how to setup this field ?.Thanks by advance.

Hello everyone,I'm asking for your help on a subject that seems simple to me, but which I've been struggling with since this morning.In my company, airtable is used in particular for the subscription to our newsletter. To date, we have nearly 18,000 subscribers. I would like to create an automation that would allow me to send a slack push, every Monday at 8am, with the number of subscribers to the newsletter and the evolution of the number of subscribers since the last week.Do you have any idea how to do this? pleaseThanks in advance   

Hi All,I am a Recruiter and I stored my candidate details in Airtable like Name/Contact No./Current Company.Now I want to share an automated email to my candidates to update their respective record. Note: My candidates don't have edit permission. Please suggest is there any way for this.

Has anyone found a way of keeping a table in AirTable fully up to date with new users when a new person is added to the G Suite Directory (GAL)? Zapier does it with personal contact but I haven’t seen anything with the global directory.

Hello, I would like to integrate an Airtable workspace to QuickBooks Desktop (2021), not online. I need automate the creation of multiple sales receipts. Does anyone know how to set up this integration?

Hi,we had a fairly simple automation - on a checkbox, send an email and put a simple value in one of the cells. We ran that for 1200 cells, the automation executions got queued, but only some of them went through to the email phase and only a couple of them got to the last step of updating the records. We are on a PRO plan, so we should have enough of quota (50 000). The automation has been working fine when testing (and apparently another couple hundreds of executions - as we know that cca at least 500 emails went through).What's going on?

Hi! I have the following problem I'm trying to solve:I have one Trip table which lists a series of trips, which each have a start and end date and a list of 4 potential locations.I have another Crew table which lists crew members start and end dates, and their location during those dates.I'm trying to figure out how I can auto-populate a field in the Trip table with the crew who are available from that building during the trip dates, depending on their availability.Is an automation the best way to try handle this?I've made some attempts but am struggling without having dynamic date entries in the automation filter conditions for finding records. There are dynamic entries for Text, but not date fields.Any help would be greatly appreciated!

I have an automation that generates an email.In some cases the fields I want to include in the email are not set yet.I want to add a conditional statement to the email composition, something like "If {name} is set, include {name} followed by a comma, otherwise skip straight to the text." I can't see a way to do this in the automations interface.I know that I can add fields to the table to do this but I'm trying to figure out whether there is a way to handle this logic temporarily within the automation.  

This is my first post so please bear with me. I have a base that I am using to track content and for project management of a newsletter. Table 1 Newsletter shows the newsletter project and has fields for Month, Year, Content (which is a linked record field), Content Attachment, and a checkbox for completed. Table 2 is where I am tracking content based on 8 common sections, month, year, content attachment, point person, notes, and content created checkbox.  I have an automation set up that when Content Created in Table 2 Content is checked it updates the Table 1 Content multilinked records. When I update more than one Content Created in Table 2 Content it only overwrites the other content in Table 1 Newsletter instead of just adding the subsequent li

Hello to the community ! I'm coming to you because I'm stuck on my project.  I have a table that contains different columns and the last one is a "Button" that triggers a script. I would like to get the content of the cell "dossier" in the row of the triggered button. Row NumberFIRSTNAMELASTNAMEDOSSIERBUTTON1JOHNDOE49BUTTON2MARIADOE21BUTTONFor instance here, how can I make sure that the script is using the value 49 if I trigger the button of the row 1 ?I would like to automate this, I don't want the e

Hi ,I am trying to send an automated email which contains a table but while i am doing an automation for the same, i am not able to add the table in it.

Hi, I had used the Airtable-Sending Slack automation function well, but since a while ago, the automation keep failing.The error message is 'Received invalid inputs. Could not find Slack conversations for email:'. The 'invalid inputs' message referred to is a 'to' field, which has an input of email. It had worked well for over 2 years, and it suddenly failed to function.Do you know how to fix this problem?(Recently I just became an administrator of the Slack workspace. Does it relate to this problem?The email inputs themselves are all exact and have no problem.)

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.