Automations

Hello, I know this issue has been raised several time and I do following the suggestions by using formula  DATETIME_FORMAT(SET_TIMEZONE({Date}, 'Asia/Ho_Chi_Minh'), 'DD/MM/YYYY'). However, on my automation sending email with the body content the date, it showed nothing as attached picture below. What should I do? 😞  

Thanks in advance. I'd like to:Upon creation of a new record, find all other records in the table (or a view) that also share the same value with the new record in two linked fields, look at the new record and all the similar records and identify which one has a maximum value in a specific field, update a field in all the records that are not the maximum record.An example (ignore the real life use case), I'm recording phone calls between sales people and companies. I have a table for each of sales people, companies, and phone calls. Sales people create a record to log their phone calls, select the company they called, and indicate how many minutes they were on the call. They create multiple call records with multiple companies in a month, sometimes the same company multiple times. When a new call record is created, I want an automation to update a field by adding a simple "yes" value for all the call records that meet the criteria of being 1) the same sales person in the new call recor

Hello to you all, I am trying to create an automation where percentage is taken from the data set to be autocomplete in a gmail message. Unfortunately, whenever I try to put the token in gmail, it doesn't appear as percentage but as the formula (e.g : 75% appears as 0.75). I have tried everything - changing the field type (number / single text, long text) and even try to do formula but nothing seems to help... And another thing : I have tried just putting the number and adding manually in the gmail message the sign "%" and now, my data won't appear at all.. If someone as the solution, I will be really grateful !Thank you 

Hello everyone!I'm a project manager tracking OKR progress based on milestone achievement. I currently have two tables in Airtable: one for tasks (where I have recorded the milestones) and one for OKR (where I have included a progress field). Both tables are joined so that each task has one or several OKRs assigned to it. So what I want to achieve is that once I complete a task (modify its status as closed) it automatically updates the progress percentage in the progress field in my OKR table. Does anyone have any recommendations on how I can do this?

hello, is it possible to create a correlation or correspondence system between 2 tables and many criteria such as a table where users record about ten criteria and when the second table finds as many criteria corresponding to the first table this would create an action? I hope I was clear enough. it's a bit like a search system for a person who wants to buy a vehicle and enters their criteria into the website so that they are offered corresponding vehicles.

I have an automation which, when a new record is created (a new student joins the school), finds the linked record in another table (Zapier-connected table with info the student fills out in Calendly) and updates the new record (the permanent student info) with information from the Zapier table. The automation then goes on to find a linked record in yet another table (the teacher assigned to the new student), and sends an email to an address found there. See screenshot.When I test the automation everything goes smoothly, both if I test each step individually and when I test the automation as a whole. In live runs, though, the emailing step always fails because "the to input is empty".It seems like the automation just doesn't find a linked record in the teachers table. Again, it finds a record no problem in tests: it's only in live runs that it doesn't find a linked record.This seems like a similar problem to this one, but I can't figure out how to work around it or make it work.Any ide

Hey everyone, I’m having trouble referencing my Lookup fields in my automations. Every time I try to reference them in my automatic Slack messages or my automatic e-mails, the reference throws empty values, rather than the lookup value that is actually shown in the cell. Am I doing something wrong? Does it make any sense to try to work around the problem via scripting or by running a “find records” action? Thank you very much in advance

Hi all, First time poster so forgive me if I’m posting this incorrectly. I’m trying to create an automation where by an email is sent at creation of a new record (through a form). That task seems simple enough, but I’m struggling to connect a separate tab into the flow. The desired flow is as follows: User submits a completed form which includes a division field (ie, business group) There’s a lookup to a separate tab which pulls that division contact(s) into the view automatically Automation then sends email notifying the division contact of the new record for their review. Problem is, I can’t get the lookup reference to the division contact to pass the automation test. It continues to say that I’m not referencing a valid email address, which is true, as the lookup is not returning a value but a string. Any help is appreciated. Glad to answer follow up questions.

Once again it appears airtable haven't realised that maybe it's useful if dates and times can actually be used in reporting - from what I can see when using a list record source in a send email automation step there is no way to get dates and times to display in the time zone specified in the table. Instead they will only ever show in UTCThis makes automations useless for anything involving date times.I dispair.

Hi - this seems simple but when I tried it I just got into a loop generating records 🙂When I create a new record, and fill in one field (a lookup) and this record also has an autonumber field (say 1) could Airtable automatically duplicate the record twice (so you would have 3 records auto - numbered 1,  2 and 3) with the same lookup selected?I guess this could need a button / script not an automation but I'm a bit new to itThanks much appreciatedJim

I would like to receive a multi-line text received from a webhook, but it does not work.For example, when I receive {text : "Hello\\nworld"} from a webhook,it becomes "Hello\nworld" and no line breaks.Is there any way to do this?

Hi, I have 2 fields:Transaction Date - date fieldand Month (For Reports) - linked fieldWhat I want is whenever a date is set under transaction date, it should automatically link to the corresponding Month - linked field. I know this is doable but I can't seem to wrap my head around how to do this. I hope someone can help me figure this

Hello everyone, As a event planner, I would like to set some automations to create another record when one specific is created. I would like to create a record "Set Up" when I create a record "Meeting" in the same room, to have the set up already writen in the planning without having to write it myself.Do you know a formula to automatise creating a record in the same room ? I tried IS_SAME({ROOM NAME})Thanks in advance 

Hi there,I'm getting this error when trying to create a concatenate formula. The field used to have a concatenate formula in it, then I changed it to autonumber and now i'm trying to change it back and it won't work... what's happening! Thanks 🙏 

Hello,I am trying to create an automated workflow for a due diligence process. It consists of 4 different parts split between 3 people. Each step has to be completed before the next one can happen essentially. I tried to create a workflow by splitting each step into it's own table and then linking the records across these tables, but I would like it to look much simpler. Any help with this is much appreciated! Thanks.

We take bookings online for a fortnightly gardening session, and the attendees' details are then added/ updated in an Airtable list.Before each fortnightly session, we currently manually send the list of who is signed up to the session leader which feels inefficient! I have setup the Airtable/ bookings so that the dates people signed-up to auto-populate, currently as a list since they may sign-up to multiple dates, eg "03-05-2023, 17-05-2023," etc. I'd love to find an automation which searches for today's date in this field and sends an email to the leader with the sign-up people but I can't see a way to do this. There is an automation option to Send an email when the date field matches 'Actual trigger time' but not sure how this is formatted/ if it would work. Hope this makes sense and would welcome any suggestions!thanks

Hi everyone,I'm using Airtable as a database for my microlearning platform, which delivers courses over messaging channels like WhatsApp. Each base in Airtable corresponds to a different organization, and within each base, there is a "Students" table to store information about the students who enroll in the course.To avoid duplication of student data, I need to ensure that each student is only entered once across all the bases. For example, if a student named John is enrolled in both Standford Course 1 (in the Standford University base) and Harvard Course 2 (in the Harvard University base), he will receive overlapping messages on WhatsApp for both courses.To prevent this, I want to check for duplicate student entries across all the "Students" tables in my different bases. However, I'm not sure how to do this in Airtable. Is there a way to search for duplicate values across multiple bases in Airtable, specifically within the "Students" table?Any guidance or suggestions would be much app

I use Airtable to organize my sewing patterns and projects. I have too many patterns and want to create a new table that only has my patterns that are printed (which is already in the record). I can’t seem to find a way to copy the entire record if it is “printed”. Any advice? Thanks. 

Hi,I am trying to pre-fill two records in an Airtable form from the following column "Client Commercial Controls":If I pull up the pre-filled form, currently I can only pre-fill the one value ("Police check to be performed"), but I also want to pre-fill the second value ("Data security policy to be added").This is the formula I am using to pre-fill the form and have no issues when only pulling in one value, but can't work out how to pull in multiple values. Please advise.Many thanks,Nik

Hello,I sat up an email automation with Airtable. It works well and sends the emails, but I can't find a way to customize the sender name. I'd like to have the company's name as sender name instead of "Airtable Automations". Do you know how I can solve this? I have the Airtable Pro account.  Thanks very much in advance and have a nice day. Kind regards,Alex

Hello!Our project managers often add personalized information to an automated email before sending to a client.  Is there a way to drop the email into the Office 365 drafts folder rather than actually sending it out?I see an option with Zapier but was curious if there is means to do it within Airtable's internal automation as there is with purely sending an email. 

Hi everybody,I'm trying to create an automation that auto categorizes new records based on a Rules table.For example:Rules table: NAME | CATEGORY Uber Transport Airbnb Travel Nike Sports So when I add a record to my apps table, it checks it against the rules table and adds a category in case it finds a match.Transactions table: PAYEE | DATE | AMOUNT | CATEGORY Uber Amsterdam 03/01 $40,00 I got close with an Automation:But I could only check for the exact match of Payee on my Rules table. I'd need to check the other way around whether any of the Rules are contained in the Payee filed of the new record.Any insights or ideas about how could I accomplish this?

Hello, I am trying to find a way to add an attachment from a new record to a field that already has one. The automation deletes the existing file and add the new one. I tried adding the URL from the search step in the automation as well as of the URL of the new attachment but it does not work. Also tried to separate them with ", " Or “;” but it does not work either. Did anyone manage to do that ? Best Paul

I don't understand from the documentation how to use the following filters properly:filterIsAnyOf_filterIsNoneOf_filterHasAnyOf_filterHasAllOf_Can you help me?Documentation: https://support.airtable.com/docs/shared-view-url-filters

Hello!I'm working on setting up an automation that will update a project with the team names once I approve that person using a check box.  Table 1: Team Members - contains basic info (e.g. - name, contact info)Table 2: Projects - contains project info (e.g. - project name, team members)The field I would like to update is called Project Members, which is linked to the Name field on the Team Members table.Right now, I am manually adding individuals by clicking "Add Record", then selecting their names from the list being pulled from Team MembersTable 3: Project Sign UpIndividuals submit a form to be added to a project. I have a column titled "Approve", to keep track of who all has been added to the project. The form includes the Project Name field from Table 2 and the team member's Name from Table 1Goal: when Approve box is checked, update the list of team members of the corresponding project on Table 2. Trigger: When