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  • 5,195 Topics
  • 16,198 Replies
5195 Topics
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codebinNew Participant
asked in Automations
Access value of linked record as input variable

Hello Everyone , I am new to airtable scripting.I have a Pretty Basic Question - I am trying to capture records of 1 row using input variables.here is my code below.let inputConfig = input.config();/*my table name*/let Sourcetable = base.getTable("Facebook")/*Airtable Id of row*/let aid = inputConfig.AirtableID/*This is a linked record*/let cname = inputConfig.client console.log(cname)Cname is a linked record from another table.When i run cosole.log(cname) it gives me a empty array.My Question is How do I get the airtable ID of linked records via input config? Thanks in advance.   

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petehuntsNew Participant
asked in Automations
Push Script Changes to Newly Created Entry

Hey Everyone, Quick explanation of what I'm trying to do is: I created a couple fields to look at the number of items in a particular category, count those items, add 1 to the count, merge a few string fields together to create a unique identifier "YP Internal Code" (see 'write to cell' image) when a record is created via form.I'm passing an input variable to the script shown (see 'push to table' image), but can't figure out what the next step is to push the changes in the script to the table itself after the assignment of the new internal code to the old one. Thanks for the help, Peter

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Israel_GarzaNew Participant
posted in Automations
Select the last item added from the list in Send email Automation

I am working on an automation with the purpose of sending an email to a person who took a training. The automation is triggered when I add a training type (this is a multiselect option field in my table). On the subject and message of the email, I would like to show the name and training type. However, whenever I add the training type on the message, it shows the entire list of training. I only want to show the one that person just recently took, in this case, it should be the last item of the list of trainings.Can you please help with this? Any workaround?

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TheTimeSavingCo
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localemagazineParticipating Frequently
posted in Automations
Email Automation for Specific Time

Hi!I have setup email automations through Airtable (trigger: when a record enters a view - action: to send email through gmail).The issue is the email is being sent at midnight, which makes it evident that it is not a personal email from our team. How can I setup either the filter on the view, or the trigger/action so that all of our emails are sent at 8am PST? We have an enterprise account, so I feel like this has to be an easy solution, however everything I'm finding seems to incorporate like four additional columns and formulas, which seems really inefficient...

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Paul_Miller
Paul_MillerKnown Participant
posted in Automations
Import and Update Records with Many-to-Many linking

I have unsuccessfully tried automations, extensions, and Zaps and haven't been able to work out an error free  approach to my challenge. I'm hoping for guidance on how to achieve the following:Import contacts from .csv files and update the linked source field so that the new source is added (and not replace) existing linked records. Contacts Table 1 - email - fname, lname, org, source<linked Table 2>Sources Table 2 - list_name, emails<link to Table 1>  In descriptive language, I go to events where I get lists of people who came by my booth. I want to enter them into a database (contact info) while keeping track of the various times I've interacted with them (source info). I suspected that this was a simple task but I've spent an embarrassingly long time trying to figure it out. Guidance (or a straight up answer) is appreciated.   

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Ian_GillandersNew Participant
posted in Automations
Create Junction records based on field date values

Hello,I am trying to create an automation that will create junction records when a record for one table ("students") is created.  Basically, I need a series of new record created in the junction table (called "student.weeks") linking the new student record to records in the other table (the "weeks" table). The "students" table has each a record for each student with their course start and end dates.The "weeks" table has all our school's starting dates (which are basically every week through the calendar year).I assume I could use Airtable's "Create Junction Table" script. But, that would just create records for every starting date (in the "weeks" table), without regard for the student's enrolment dates.  I am hoping someone can give me some help with adjusting the code (below), so that I can use it in an automation that triggers when a new student record is added.Here's the code from Airtable's script: let settings = input.config({ title: "Create junction t

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TheTimeSavingCo
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charleslcsoNew Participant
posted in Automations
Grid view, add button, trigger action, and send SMS

Hello,I am studying Airtable, and wonder if this can be done.Basically I have a Grid of data in Data. I want to present this data in Interface, either using selected columns or the whole lot of data.I want to add a button to the right of each data row. Clicking on this button will trigger Automations. This automation will bring up a Lightbox (of something similar) so that the user can type in some text. The script will then inject the phone number (one of the columns) from the row selected into the text.The Lightbox will have another button labelled "Send message". Clicking on this button will trigger a curl command and POST something to an external SMS gateway.Is this possible at all?

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TheTimeSavingCo
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TheWayTimMovesNew Participant
asked in Automations
Update Single Select Field from Long Text Field Automation

Hello! I am importing thousands of records from an excel sheet and there is a long text field that contains data that I would like to organize in a single select field. For example, a record may contain "L4_S2" in the long text and I would like to create a single select for "L4_S2" and update every record that has that condition in the long text. I'm trying to do it with automation, but I can only get it to update one specific record and not each record that has the same condition.

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TheTimeSavingCo
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Crack-a-jobNew Participant
posted in Automations
Survey responses -> scores -> conditional feedback -> emails -> email reminders

Hello Airtable Rockstars,I need some help with setting up my education business on airtable. The challenges we are facing are mentioned below (only in steps 3,4 and 5). Can someone help?Steps we need to follow are as follows:Collect survey responses: DoneGet automatic scores via survey responses: DoneEvaluate some subjective answers and give scores manually: partially done.I have created the columns where the entries will be given. This needs to be turned into a kanban board which can be passed on in my todo list. I should be able to manually select from the options which we have pre-decided. Eg., L1, L2, L3 etc. Can someone help with the process for this?Send feedback basis manual scores entered in step 3.Once step 3 is complete and submitted, a conditional email needs to be triggered which will have the feedback appended basis the conditions. This feedback needs to be saved somewhere on airtable and then conditionally picked up for inclusion in the email. How do I do this?If someone

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Zehava_RubinKnown Participant
posted in Automations
Display JSON table output from automation script in email

Hi, I am building an automation.I have a custom script filtering out records that required filters not possible with the built in find records actions.I set the output to be a JSON object that looks something like this    [ { Record Id: "3197", Full Name: "Test, Name ", State: "" }, { Record Id: "3198", Full Name: "Test, Name2 ", State: "" } ]    I want to then insert this info as a grid or table in an email, but the only options that I have are to display each attribute separately as a list such as RecordsIds = ["3197","3198"]

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kuovonne
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Mohsin_RazaKnown Participant
posted in Automations
Send invoice details to Xero to create initial Invoice

I want to send invoice details to Xero to create initial Invoice using 3 separate lines. Date being current date. How to do that in Airtable. Please help me, I am very weak in API Calling.

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itoldusoandsoInspiring
posted in Automations
Nested conditions in Automation Trigger not available yet

It looks like right now it is not possible to create nested conditions in Automations for the Trigger. For instance, my trigger would say: WHEN… (part 1) AND … (part 2) … OR (part 3a) … OR (part 3b) Either part 3a or 3b will fulfil the point # 3. I know this can be done by adding the OR conditional field (for 3a and 3b) right in the table and then reference the # 3 condition here without using OR statement. Just wanted to confirm this is currently a limitations, correct?

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JonSNew Participant
posted in Automations
Automation for multiple records

Hi AT Community,Newbie here.Just getting started on creating a db for Contacts (one table)  and linking those contacts to their Certification records via a unique identifier. The certifications each need their own tables which need (we think) separate tables because the certifications have unique fields.Just using dummy data at the moment as we try to figure things out.I've created a link between the contacts and the certification table based on the unique identifier.There are going to be thousands of Contacts and Certifications created when we migrate our data, and  we'd prefer not to have to manually select the newly created records to link the two tables.I've explored setting up an automation, but that appears to only handle one AT record ID at a time(?)    

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kuovonne
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Steven_McCartyNew Participant
posted in Automations
Link Tables Using Forms + Automations

Hi there! I'm struggling to set up the right combination of forms/tables/automations to get a particular process to work. I'm doing a 3 part survey and each part of the survey is a separate form in Airtable. Surveys are going to be shared in parts and each survey is meant to build off of the previous survey. All the forms are built using what I've labeled "Overview" which contains all the fields which are being used to ask questions between the three forms. What I'm trying to do is have each form roll up dynamically to the overview table without any manual effort from our team. I created linked fields between the tables and have attempted to use those link fields to update records stored from the previous survey. Survey one is a cold survey. So the vendors we're reaching out to would share their information and then be sent to survey two. For survey two, I want them to be able to select the record they just created by completing survey one and have the information all fl

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TheTimeSavingCo
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Emily_McLainParticipating Frequently
posted in Automations
Script to check for an existing record before creating a new one

Hello!I have a large amount of sales records that I need to automatically transfer from an "Ad Chart" tab to another "Production" tab, to be assigned to various designers. I want to be able to check first if a record already exists on the Production tab before the automation creates a new one, to prevent duplicates. I've already tried the "Find Records" action and while it works initially, we simply have too many records for it to check (I've read that the limit is 100 records), so this will not work at scale. Looking through forums and help posts, it seems I would need a script to accomplish the search, but I am wholly unfamiliar with scripting. Any suggestions?  

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TheTimeSavingCo
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cori_parrish1Inspiring
asked in Automations
problem with automation that sometimes works & sometimes doesn't

hi friends! we are an organization that provides online trainings. i have a base with registrations in one table and a unique attendance list in another table. the other table has a list of all the trainings.so the registrations table is all the registrations we received for each training, so that we can see things like: 100 people registered for training X, 80 were approved to attend (either because they were members or they paid), and 70 actually attended. because people attend multiple trainings, this list contains different registrations for the same person.the attendance table is a list of each person who ever attended a training with a related record field that contains all the trainings they attended, linked from the list. that way we can see things like: 300 people attended our trainings last year, person X attended 4 trainings, Y organization sent 4 people to trainings last year.i have an automation set up that after a training happens & we record the attendance, it takes

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Kosta_KondratenInspiring
posted in Automations
Webhook URLs are suddnely returning a 404

So this is fun… suddenly my Webhooks are returning 404’s… it was working literally 15 minutes ago… oh well Any idea why this is happening? I’ll check the previous webhooks I’ve created but very conufsed as to the sudden change to 404 errors

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meganprevostNew Participant
asked in Automations
I want the status of a checkbox in one table to update the status of a record in another table.

Hey there!I have two tables. One contains projects, and the other contains tasks. I want to update the status of a project (from pre-production to production) when a certain task is checked off. How would I go about doing this? 

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qoobNew Participant
posted in Automations
Help with automation: Find record and update value by adding to a number field

I have two tables - one with orders and one with inventory. The workflow I want is that once the order is ticked as received, it would automatically eithera) find the existing item and update the stock level orb) create a new item if the item is new and there is no existing item.I'm focusing on a) now, since it's more complex. I was able to use Find records to find a unique match from the inventory table. Then I created a conditional action, that checks whether the amount of inventory items is exactly one.The action is configured to run and match the record ID of the inventory item found in the previous step. For that record there exists a number field called "Current inventory" that has the value 500. In the order table there is a number field called "Processing amount", which has the value 17.I'm able to update the Current inventory field with the value 500 -> 17, but what I want to do is add these together to get 517. What syntax should I use in the fields? I've triedCurrent inve

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TheTimeSavingCo
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jdavisParticipating Frequently
asked in Automations
Getting a button label in script

Hi, I'm looking to just get some sort of identifier of the button pressed.  I would like to have several buttons run a single script and just identify which button is pressed in the script.I was following this code from the tutorial for getting the button working, but not sure what to access to get the label of the button pressed.  Just the record.      // Change these to match your base. let table = base.getTable('Tasks'); // When run from a button field, the script skips the prompt // and automatically uses the button's record. let record = await input.recordAsync('Choose a record', table);     

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Ryan_BanksNew Participant
asked in Automations
Error: Field "fld5tAFeW3sH3A4tK" cannot accept the provided value. How to find this Field?

Hi Airtable Community,I have the error as shown in the subject in my script. I am struggling to determine the field that it is referring to. Is there a way to identify fields by this "code" or am I missing something? I have no linked fields in my table.Thank you!

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kuovonne
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James_QuekInspiring
asked in Automations
Urgent help needed. Cannot generate form

Hi All,I made some changes to my form and now I am unable to generate it.  Error msg in Screenshot.I went to back to previous versions (snapshots) and got the same error.So now I am stuck. Would appreciate any help.  

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matt_stewart1
matt_stewart1Inspiring
posted in Automations
Notify collaborator on status change

I am confused on Airtable notifications.  What I want:Setup custom automation so that when certain status' change, then a notification can be sent to user(s). The notification should come through in AirTable notifications first and foremost, and email as secondary.  What I am getting:Automation sends email to user, but no internal notification in AirTable. This seems backwards? I want to avoid having to check multiple systems and missing notifications until a user leaves AirTable and goes to check their email. then they have to click each email notification to jump into each separate task/project for followup. Why doesn't the system generate a in-system notification as well as the email? or provide an option for this in the automation actions? Currently users are processing any "@" notifications within AT, then having to close out and go to email to find the remaining notifications. However this also has the "@" emails that they already reviewed. So its a

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matt_stewart1
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federicaNew Participant
posted in Automations
Split single record into multiple records in the same cell

Hello! I am trying to split a single record into multiple records in the same cell. I have a column called "Languages" with single records such as "Arabic & French" or "French & Spanish". I'd like to split all this records in such a way that each cell contains two records "Arabic" "French". Is there any way to do this? Thanks in advance

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catzInspiring
posted in Automations
Airtable as CRM - send & read emails from Gmail

Hi everyone, I'm wondering if anyone has a solution on how to pull in emails from Gmail so that I know what emails have been exchanged between me and a client?I currently have a Zapier set up to push emails to a table in Airtable, based on a label "toAirtable" in Gmail. Is it possible to do this instead based on the email of the client? I would need to pass in the client's email as a variable but couldn't figure out how to do that. The other challenge I have is, with the current implementation, since the Zapier is set up to push all emails based on a label regardless of which client it is, I now have to link those emails to the client. Is there a way to quickly index a table based on a particular column, or search by field value, without having to iterate over all the records?Thank you ❤️

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