Automations

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 screenshot of what I'm talkin

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"}],fields:["location_id"]}).then(result => result.records.map(rec => ({id: rec.id, field: rec.getCellValue("location_id")})))let uniqueRecords = query.filter((rec, i, arr)=> arr.map(el => el.field).indexOf(rec.field)!==i);console.log(uniqueRecords);let updates = uniqueRecords.map(update => {return {"id" : update.id,fields: {"Test": true}}})console.log(updates);while (uniqueRecords.length>0){await tables.updateRecordsAsync(updates.slice (0, 50)); uniqueRecords= uniqueRecords.slice(50); 

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(record => record.id === triggeringRecordId);let classDate = classesRecord.getCellValue('Class');let scenesTo

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.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(record => record.id === triggeringRecordId);let classDate = classesRecord.getCellValue('Class');let scenesTo

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 all the records in my "time card entries" table that match the form info (Created by Matt, and the specified date)2. sends an email 'digest'

Hello!Is there a way to make entries quickly with voice recognition?I created a table where I can enter game statistics for my son's high school lacrosse team.  It works pretty well but the data entry is fast and furious.My data table has Statistic, Player, Period (autofilled thanks to a suggestion from @Jan_Cape ), and time of possession (working on this one but it's a time of possession for each team each quarter). I tried to keep up with the plays but it was too quick.  Is it possible to use dictation to make the entries quickly by voice into a mobile phone?Something like, "new record, ground ball, player 6, submit"?If that's not possible, I'm thinking entries without having to scroll, perhaps touch screen on an iPad?  With "share form" I realized that I can email the form for the upcoming quarter to the other stats parents so we can divide and conquer.  I just need a better data entry method to be able to keep up with the action.Thank you for any

Hi! I am trying to send a prefilled form to users via automated email so they would be able to update their data. When I try to add the formula field where I created the unique URL's into the email they break after the shared form and a few other places. Below are photos of the formula and the output I am getting from the email preview. 

Hello everyone, everything good? What a beautiful communication!I work with content for social networks, I have worked with posting platforms and with platforms that connect platforms so that content is posted using modules, in this case, integomat , zapier.So, for my airtable to be perfect, I would like to declare independence and run a script that posts on facebook, linkedin, instagram and google my business.I didn't find anything similar on the internet that says that scripts can post, but chatGPT encourages me a lot with possible codes that can work. For example, in a code it gives me what I asked for, on the column that will be the caption, image, video or album. It delivers correctly, but the code does not work when I run the script.If it's video, it takes the content in the video column.if it is an image, it takes the content in the image column.if it is an image carousel, it takes the content of column 1 to 10.The captions in the "FB Caption" fieldWith looping every minute to c

I have an automation set up to create 10 records in another table when a record is created in my "Members" table. It's setup to fill in 2 of the fields in the other table and it's working fine except it's creating a record in my Members table for some reason. Here is a video showing what I am talking about. https://www.loom.com/share/00926113193b4cccbd1fa3cd225bf095 Any help would be appreciated. If I need to show more I can do that as well. Thanks,Isaac

Is there any way to trigger an automation when you tap the phone, text or email icons from within the mobile app? (See pic)This would be really useful in CRM-based apps by more responsively tracking contact attempts - eg hit phone button and it adds the tag ‘Called’ with a time and date…  

Hi there - looking for some help sorting linked records by ascending date in an automation script. Tried using sorts in the query, but no luck so far. Appreciate it!

HelloI am putting together an automation which will email our staff their rota, I would like to do this from a view in the base, rather than an interface as I am yet to find interfaces particularly usefulI don't see any way to do this - unless I do something funky like call a webhook from a script on a button in the view. Am I missing anything?Thanks!Richard

We're exploring Airtable as a project management tool to be used internally and one of a must-have features is sending alerts to Slack or email, so that respective team members get notified when there is a certain change to the project status, activity, etc. This step is crucial for us as we need to ensure our managers don't miss any deadlines when action is required. I've seen the built-in alerts automation but have yet to test it. Being new to Airtable, I was hoping to hear from fellow users whether this feature performs well and consistently or if it may be worth looking at 3rd party data alert tools? If so, what tools would you recommend exploring?

Is it possible to have the below happen?When 30 Days from an Event Date is reached, an entry is automatically added to an already created Project Tracker (To-Do) list. For example, as an event company there are many things we do for EVERY event (reoccurring tasks) at various milestones (30 days out, 7 days out, day before, etc.) and rather than fill out the Project Order form that places that "to do" item on the Project Coordinators tracker of tasks, we are looking for a solution to have it automatically added at the milestones. The Project Order Form was built so anyone on our team could "order" a "task" from a Coordinator, and that Coordinator will see their list daily with the various due dates, mark them in-progress, done, etc. so we can visually know where we are at. // Instead of ordering the reoccurring tasks, is there a way for an automation to add an entry to the tracker (or submit the form) to appear on the list of things to do, with name of task, due date, etc. ?