Automations

Hi there - I have tried a few ways to do this but have been unsuccessful. Here is what we are trying to accomplish >> Matching one company to grants that have matching sectors, location and demographics and each can have a deadline or no deadline. The problem is that when there is no match the automation for 'Update Record' deletes the records that are already matched in a field. So I tried to make 6 different fields to match, and thought I could concatenate the look-up IDs but when I use the formula to concatenate the IDs, the commas go away...  How is it possible to either: 1. Use the Update Record when there is no match and have it keep previous records? 2. Combine the record IDs so they all have commas and/or can add all of these to one look up record so we can send an email with one table instead of 6? 

All I'm trying to do is pass on a webhook to make upon clicking a button on an embedded view on my website.Here's what I tried;1) Button: Open URL - passed on the webhook to make without issue. BUT it opens a new tab, which I'm trying to avoid.2) Button: Script - ran a script and passed on the webhook without issue. BUT the script button does not work on an embed view on a website. Could someone help with a solution?

Hello,I'm relatively new to Airtable, so please bear with me.I have a list with four columns, two of which are for names and contact information and should remain unchanged. One column contains information for the day, and the other is a checkbox.I would like to create an automation that clears these two columns every day. If the checkbox is checked, it should be unchecked, and if there is text in the information box, it should be emptied.Is this possible, can anyone help me?

Hi Airtable Community,Context: I started using Airtable 1 year ago and have gained familiarity with the basic functions (bases, integrations) but have not yet learned how to use Automations.Our organization is hoping to automatically send out a Volunteer Satisfaction Survey 6 months after a Volunteer submits an Onboarding/Demographic Survey. However, our Volunteers join us throughout the year, which means that this Volunteer Satisfaction Survey would be very tedious to administer if we needed to do it manually. Is there a way that Airtable or Automations can help us with this? In other words, is there a functionality that auto-sends a second survey to a user, within a set period of time after they fill out a first survey? 

Hi all!I created a form where the user choses a linked record (from the same table as the record that will be created once he submits the form). Then, I need an automation that updates some of the fields of that linked record (pulling information from formula fields of the record that was created).So I created the following automation:- When a form is submitted:- Update record:        - I choose, in the field Record ID, the linked record and choose the Display Property ID)        - I select the Field I need to update, referencing the Formula field of the newly created record).When I test the automation, I get the result  "Received invalid inputs" - the Record ID isn't

Hi all, I was wondering how to create an automation that will change a Status to "Overdue" once the due date has passed?Thank you!

Hello everyone 🙂With the recent news about API Key depreciation, does anyone know how to connect Zapier and Airtable without an API Key (on the Zapier side)? Now that it is not advised I'm not sure how else I can create the connection as Zapier limits you to entering an API Key.Cheers! 

 I have this view now. And I need to go here: Would you please please help me 😊  

Hi guys, I've been having issues with Airtable Send gmail automation. I use hyperlink in the automation for a prefilled form, and when I generate a preview the hyperlink works normally, but when I actually send the email the hyperlink isnt working, it just normal words. Did anyone have a simillar or an exact problem?

Hi everyone,I want to build a "Billing Meter" table that generates invoices for Meter Readings.The value of the Meter Readings are sent via email and I have set up an email parser via Parsio, that parses the data (meter) in the email, and creates a record automatically with the parsed data in the "Billing Meter" Table with the info through Zapier.(Example screenshot of parsed email)As it's a month to month billing, I have to calculate the usage difference each month, then tabulate the billing based on the difference.(Example of Table) In the table, there are "Billing Meter 1 (Start)" and "Billing Meter 1 (End)" fields. The parsed data, in this case which is the value of "818" (as shown in the 1st screenshot) would be populated

Hi, community!I'm trying to create an automation that sends a Slack message sharing the record link directly at the interface, but I'm not being able to accomplish that.What I've tried:Using the Airtable Record URL: Unfortunately, when I use this URL, it directs me to the table, not the interface (Case 1)Using the Interface URL: It solves the issue of directing me to the interface instead of the table, but I'm not directed to the specific record (Case 2)Is there a way to share the record URL that directs me to a specific record at the interface?Case 1: Case 2:&n

Hello,Every week I send data notifications out to my teachers with updated data from our other systems.  I have over 150 automations set up to do this because it appears that a "Weekly Digest" cannot function within conditional logic because you can only choose a trigger time related item. Does anyone know of a better way to do this that does not involve moving up to enterprise level?  I currently need eight different bases due to the 50 automation maximum per base.  Thanks ahead of time!Dan

Hi all,I appreciate you taking the time to read my problem 😊 We have set up multiple automations which use the built in Airtable Email action to email people about their enrollment. However, it appears that we are continuously receiving an error when trying to run the automation - "An unknown error occurred". I have tried to delete the email trigger and restart but am still getting the same error. However, when running the email action in a different automation (same table and base) I am not receiving the error. I have also checked our plan usage and quotas, and we are still within our limits. This is a very tricky situation, and we are in desperate need of a solution as our club depends on these emails being sent out in a timely manner. I appreciate any support or ideas you may have 😊 Warm Regards,Dom

I have a table with a field called "plact_is_main_activity"Only one record for all the records sharing the same "_plact_asset_" can be "plact_is_main_activity"=TRUESo I have set an automation triggered when "plact_is_main_activity" is updated.When triggered, I need the automation to search which is the record:other than the one just updated,sharing the same "_plact_asset_"that has "plact_is_main_activity"=TRUEand for that record, make "plact_is_main_activity"=FALSEThis is, I need a switcher between records sharing the same asset in such a way that only one can be "plact_is_main_activity"=TRUE.In the attached image, if record #2 was turned into the main activity by ticking on "plact_is_main_activity", the automation would need to untick "plact_is_main_activity" for record #1 rather than leaving both ticked.I have not managed to do it with an automation that updates records when tr

Hello! I use an automation email to send information to team members. This includes some really long URL’s. Just for the sake of keeping that email tidy, is there a way to hyperlink some text with the URL in the email? So instead of saying “Click this link: (long URL)” the word LINK would be hyperlinked to the URL? Thanks!

I have a button that opens up a URL that acts as a webhook to an external application that runs a function. In the querystring, I’d like to include either the userID or email of the user who clicked the button for accountability purposes. I don’t see an option for that in the default fields. Is there any workaround for this? Can I do something to hack that user as the last modifier or something? Is it something that would be possible if I ran a script on button click instead? Script seems like overkill.

Hi,Currently, I use automations to create Google Calendar events from new records in Airtable. I prefer to manage the events directly from Google Calendar. I find moving events (jobs) is more fluid than doing so in Airtable. What I need is to create an automation that updates an Airtable record when a Google Calendar event is updated. I would assume the trigger is - GCalendar update and I would think I need to find and match the airtable record to the GC event. I stumped on this part.  

Hello,I am new to Airtable, and have started to import data from my existing data stores. As part of my import, I would like to import and sync data from two different google sheets into one table in Airtable. The first sheet contains all of our customers and their data, the second sheet contains the results of a survey, which was only filled out by a subset of our customers. If a customer fills out the survey, I would like to include their responses in the resulting table with their other data.Is there a way to do this?Tom S

Hello!I am trying to create a master calendar from the different bases I've created in my workspace. I began with creating a master calendar base and syncing up the other bases table to this base. I created an automation that when a new record gets created in one of those synced base a new record gets created in the master calendar table. Now I'm running into the issue that when a record is updated in one of the bases it doesn't update in the master calendar. I'm at a roadblock and have been trying to figure this out for a while now. I'm also trying to see that when I link to a record it doesn't link to the synced base record but the actual record in the other base. I've attached screenshots of my base and automations. I'd love to hear any feedback or suggestions, it would be much appreciated!  Thank you in advance!! 

Hello everyoneI've been on Airtable for a while now and I've never had to do anything complicated, but I have a really epic task, as for me. I'd ask the community to help me and not to scold me too much for stupid questions).I have three tables: Docs, Lines and Items. Docs can have few lines. Line have one item and number field "quantity". Pressing new "Copy doc" button must copy the Doc record and create new lines, which have the same items and quantities, as they appears in the source doc. Theese new lines must be linked to the new doc.Is there any chance to do it without coding? Is there any chance to do it at all? 🙂 It must be..

I have a table that I use to calculate expenses for a specific project. I would like the SUM of one of the columns to automate/sync/roll up/whatever?? to another record/field that is located in a different BASE (for invoicing purposes). Can this be done? Thank you!

Hello Everyone,I would like to use Airtable to share order status with my teammates. Because the finished date or customers' requests often change, I need all members to follow up on the newest changed content.Though I can know when each project is changed by sorting the last modified time/date, it's still confusing because I cannot tell what contents are changed immediately. Sometimes it's an estimated finish date, sometimes it's the price, customer request, order number, etc.Is there any formula or tricks that help to create a view that sorts the data by the last changed date and at the same time, be able to see what columns are changed and old&new values? 

I have three tables: PROJECTS, ASSETS and PLACEMENTSIn both ASSETS and PLACEMENTS there is a field that links to PROJECTS, with the possibility of linking to multiple projects. They are called asset_projects and placement_projects respectively.I need any project added to or removed from asset_projects to be added or removed from asset_placements, but not the other way around. This is, adding or removing projects from placement_projects shall not affect asset_projects, resulting in an unidirectional synch between the two fields.I was wondering if there is a way to do that which does not involve the need to use a script and if a script needs to be used, I was wondering if anyone has ever created a similar script that I could recycle.Thank you  

E.g. I want an automation be triggered every Monday OR over webhook. 

Hello,I wish to carry out the following project:I have a table in Airtable named "Contenants" and another named "Collecte effectuée" ("Completed Collection" in English). In the "Contenants" table, all values are unique (there are no duplicates). I want to create an automation with the following trigger: when the "Collecte validée" ("Collection validated" in English) checkbox in the "Collecte effectuée" table is checked, it triggers a script. This script should allow me to filter the records in the "Contenants" table by only taking those whose "Numéro de collecte" ("Collection number" in English) cell value is equal to that of the "Numéro de collecte" cell of the "Collecte effectuée" table that I previously retrieved via an "input" variable.For all the records thus retrieved in the "Contenants" table, it will filter them according to the value in the "Statut" column ("Disponible" (Available), "Déposé" (Deposited), or "Collecté" (Collected)) in the "Contenants" ta