Automations

Hi everyone, I have an automation, where the automation should copy a field whenever a new record is created. It should copy the data from Instance field to All Events field in the same table. However I get an error that says “Updating the record failed due to insufficient permissions.”. I made this automation as the owner of the base and I have absolutely no idea what or where is going wrong. Does anyone have any recommendations to solve this problem? Thank you in advance!

Hi,I have an automation that is triggered when a record is created in Table X, and it then creates a new record in Table Y. This automation has been working well, but recently, I've noticed some failures in the Run History.It's not happening with all cases—only some. The trigger and all other actions work fine; the only issue is with the creation of the new record. The error shown is: “Creating the record failed due to insufficient permissions.”However, when I take the same record that triggered the automation and run a manual test using it, everything works perfectly and the record is created successfully.This is quite confusing—I don’t understand why some records fail while others don’t, and why it works without issues during manual test runs.Could you please help me troubleshoot this?

Hi I would like to automatically open an input form based on a user input.I have a visitor request form(s),  First I would like to ask the user to identify the visit type (Form 1), based on a selection of a single drop down.  After the submit Form1 I would like to determine which Form to open next for more details based on their selection.  How can I accomplish this?

Hi all, I want to do some fairly complex actions when my users create a new record, and in certain circumstances block them from creating it.Here is the logic that I want to run when I create a new record: If FieldA is not null Look for a record with matching FieldA If such a record is found, do not add this record, stop 🛑 Else: If FieldB is null Fetch BValue from external source with a script that takes FieldA as input If FieldB is now not null: Look for an already existing record with a FieldB value that matches what I found If such a record is found, do not add this record, stop 🛑 Else, update this record with the new FieldB value The first issue is that I have nesting “IF”s here. And I cannot seem to nest IF statements in the automation interface. Is there a way to implement nested-IF logic in an automation other than by creating a custom script? The second issue is how to delete the triggering record. Is there a way to

I have a Teams level workspace with the following solution : Services Rendered Businesses Staff Monthly Reports YTD ReportsThe monthly & YTD reports are essentially acting as join tables for generating rollups, counts, and other formula fields to create up-to-date Month & YTD reports each time a new Service Rendered is submitted. In order for this to work smoothly for month reports, I set up an automation to relate the services rendered and businesses they were rendered to directly to the report itself each time a new SR was submitted. In order to add the new SR & Business without overwriting the others, I had to lookup and re-insert ALL the businesses and services each time. Not a big deal for one month’s work. BUT…Now, I’m ready to create a similar YTD report of my monthly reports table but quickly discovered that we will always have more than 1000 services rendered in a year, so this will not work for the YTD report after the first few months have passed. Is there a way

Hello all, I searched a lot about my problem, I found half answer only …. It’s a common problem I found several times on this forum but no real solution (I think) I have 2 tables.The table 1 create a line in the table 2 with automation. They have the same name project, no problem for that. I have several lines which are different projects.then on the table 2 I update a cell to “ok” on a random project and I need that a cell in table 1 automaticaly switch to “ok”. on the same project line.My problem is that the “ok” from the table 2 update the first line only of the table 1 😓 How can I manage to update for exemple the project 3 cell to “ok” from table 2 to table 1 ? thanks in advance.  

Hi Everyone,I really hope you can help me.I have a table (Client Session Log) which creates a records every time the client has a session. I’m creating an automation, where a forms is emailed out to the client after Session 2, 3, 4, 5, and 6.It works up until the email part. The email address for the client is in the Client Coaching table: This is how I set up the email section:1.2.3.4. I am getting the following error message: I would really appreciate some advice here.Thank you if you have taken time to look at this. Kind regards,Siobhan 

Hi Everyone! I have an automation that is set to find records in a certain view and send them an email. I know when in testing Airtable will only show the first 10 records, but it is also completing the automation for the first 10 records as well and right now that view has about 18 records in it. Any advice on whats going on with it? 

I have a single select field in an interface that allows users to enter new values if what they need isn’t already on the list.  This will grow over time and it would be a lot more useful if it was in alphabetical order, but I don’t want to have to go into the field properties every day and click the alphabetize button.  Is there any way to automate this?

I'm setting up an automation, which takes fields from a google forms response sheet and adds them to airtable as  single select fields. So far I have the form and the airtable with the single select fields.  The issue: afaik when setting up the automated import (new line in form response sheet --> new record in AT), I have to click into each field I want to import and match it with the right column in the response sheet. Is there any way to automate this?

Hi all, hoping the hive mind can solve for what I think may be a common use case. Here we go…I have two tables:Table 1: List of records from form submissions. Records are only added to this table. Records are linked to another table with multiple look up fields. We have an automation that when a record is created in this table it finds a record in Table 2 by matching against a unique identifier and updates the lookup fields. If the unique identifier is not matched, the linked and lookup fields remain empty as seen in the screen grab below. Table name is named 1. Onboarding FormTable 2: List of records that is overwritten daily by an external sync. With any given update, records remain, are added to and/or fall off the list so it’s not a situation of “when a record is added”  or “enters a view”. Table is named 2. Sync from Volunteer LeadershipObjective: Set up an automation whereby any record in Table 1 where the linked record field is empty attempts to lookup records in Table 2 based o

Hi there,I’m trying to generate an automation email and insert text from a Lookup Field. So the email/name is in one table, and then there are Lookup Fields for the Subject and Content which come from another table. These are visible in the table, but when I try to insert them into the automation they come back as blank. I know the automation works as it already has variable fields inserted which work fine, but I can’t make the Lookup Fields appear in the email. I don’t get an error so I don’t quite know where I’m going wrong. I’m choosing the “Value” option from here. Any help greatly appreciated!

Hi allI want to create a purchase order (contract) in a PDF file for sending via Outlook to my suppliers.Goal: Create a pdf Purchase Order automatically generated upon a trigger (PO Ready) from the master order which can be emailed out to multiple email destinations and internally.Thanks in advance

Hi all, hoping the hive mind can solve for what I think may be a common use case. Here we go…I have two tables:Table 1: List of records from form submissions. Records are only added to this table. Records are linked to another table with multiple look up fields. We have an automation that when a record is created in this table it finds a record in Table 2 by matching against a unique identifier and updates the lookup fields. If the unique identifier is not matched, the linked and lookup fields remain empty as seen in the screen grab below. Table name is named 1. Onboarding Form Table 2: List of records that is overwritten daily by an external sync. With any given update, records remain, are added to and/or fall off the list so it’s not a situation of “when a record is added”  or “enters a view”. Table is named 2. Sync from Volunteer LeadershipObjective: Set up an automation whereby any record in Table 1 where the linked record field is empty attempts to lookup records in Table 2 based

I have an Invoice table. My automation setup is, when a record gets created, I run a script which calls an api (that api updates an Attachment field in the Invoice table) and then at last there is a Send Email action.For some reason, the send email action does not send any attachments. Although I could see the files are added successfully by the api. Here I add attachment field from the trigger response.I think, Send Email step is referring to the older values,  present during the start of the automation. Now what works is, if I add an Update Record step in between Run Script and Send Email, and update some random field and then in Send Email refer the attachment field from Update Record action.Just wanted to know if this is the expected behavior or not

Hi all !I'm making an automation in order to create pdf  with Make and google doc. All works fine except the import of all "single select" fields... the pdf stay empty in final. My question is : does the "single select" fields are considered as text field or not ? 

I am trying to create a list of members who have not made a booking yet.  I have two table; Members and Bookings.  The relationship is one to many i.e. the Bookings table can have many records from one member.  I want to create a view or table which shows me which members don’t have a booking.  We can then contact them and find out why they have signed up and not used the service.

I am trying to use Airtable, Make, and Documentero to pull data from multiple records in Airtable and place in a table in a Word document generated with Documentero. The table will have multiple rows and multiple columns. Each row will contain several fields from Airtable, each field with its own column. How do I format the template in Microsoft word and configure the fields in Make using the Documentero module?

 If you use Airtable to manage images or videos in your app or website, you might have noticed that attachment URLs (from the “Attachments” field) expire after about 2 hours. This behavior was introduced for security reasons and can cause problems with displaying multimedia content in your applications. The solution: use Cloudinary with Zapier or MakeTo overcome this limitation, I implemented a workflow that uses Cloudinary together with Zapier (or Make) to obtain permanent and public URLs for images or videos. Here’s how it works:Trigger: When a record with an attachment is created or updated in Airtable. File extraction: Zapier retrieves the file via the Airtable URL from the “Attachments” field. Upload to Cloudinary: The file URL is uploaded to Cloudinary, which provides a public and permanent URL. Record update: The Airtable record is updated with the new URL provided by Cloudinary.This process ensures that images and videos are always publicly accessible, without worrying about Ai

I am trying to use a shared form to get our client’s current Mailing Address for stipend scholarship checks. They can get multiple checks over time so we want present their last Mailing Address and have them accept it with no changes or override with a new address.. My approach was to create a shared form where I can prefill the previous Mailing Address. It would be blank the first time or would show the last value if they had one stored where they can override it or just hit submit to accept what defaulted in the form.Because it is a shared form, anything submitted would be a new record. I was going to date stamp the new one and use it to update the master record. The issue I am having is I cannot prefill the Client ID (the key) into the form as read only (or at all) even when the prefilled link came from a record that had the key, the new record only has the data they submitted. I can't find a way to grab the unique identifiers to match what comes back from the form. Appreciate any i

Anybody noticed that or is it just me. It takes forever. Any page on automations, when switching between automation flows, or looking the history etc, it takes about 5 minutes for me to show.UPDATE:Sorry false alarm. Weird. Reloaded the browser and the automation page loads fine now. I would delete the post but I can’t. Not fan of seeing the forum all dark.

I would like to take data from airtable to put on pdf template or a template to be emailed out eventually via zapier outlook intergration Which 3rd party company is the best to integrate with zapier and airtable.  Documint, Formstak, PDF Monkey etc? 

I haven’t used up my automation runs for the month, but all of my automations have stopped working suddenly. They worked yesterday, but today, they aren’t. Each step when tested runs well, but if I try to edit the conditions or create another automation, I get this ‘Sorry your request conflicted with another change’ message.Can anyone help please? 

I added an automation to a task management base that is intended to send a reminder email every month to each staff that has tasks on their list that are not marked as a completed status by the time the email is triggered.This month there were 104 incomplete tasks that about 5 staff are responsible for. The email was triggered and each staff received one email, but in the cc’d line were 104 email addresses so i obviously set it up wrong. See the screenshots of how it is set up- what am i missing?#1 #2 

We built a WordPress Plugin for Airtable that does not use embed or syncing (copying).This means the info from your bases will be displayed in real-time alongside your webpage, matching the same theme and styling, and it will look great on any screen size.I'm curious to see if you have a use case for this at your organization.Since we're still adding more features, I'll set up the first 50 organizations for free (WordPress users only). Just send me a message or add a comment here or . Please be patient till we get to you 🙂The plugin connects using Airtables API, currently it will let youCreate Unlimited pages with Cards, Tables, Calendars Layouts using Airtable dataCreate WordPress based Airtable logins and Portal pagesReal-time Info from Airtable. No EmbedsUpdate and Create Airtable records from WordPresshttps://sfplugin.com/airtable