Automations

I’m trying the following in my automation; Trigger is when record in Offer table changes status. First Action is Find Records from a Customer Table Second Action is to Create Records in Marketing Table for each of the customers from #2 above. However, I don’t know how to do that. Is it possible to iterate a list in automations? Regards, Ruchika

I want to create an automation that will do the following:When a status is updated to "client reviewing quote," the date in the "quote sent date" column for that record will fill automatically with today's date (in other words, I can't put in "3/20" because I want it to be contemporaneous with the date the status is changed, not stay stuck on one date).I have searched around and tried a bunch of things but cannot seem to figure out how to do this simple automation. Anyone know how to help me?Thanks!

We have two tables:one that captures all the costs for a project (the BOM Table). There are 10 different cost centres in the table (Labour, Kit, Travel, PM resource etc).one that tracks cost changes and liability for those cost changesThe reason to split this out there can be multiple different cost changes in the BoM and also the cost changes have a separate billing workflow (external liability for those costs if they relate to scope change are to be invoiced).The cost changes are calculated in the BOM table (we have automation that moves "previous costs" down in an "updated BOM" records).What we cannot do is get one automation that moves the cost increases for all cost centres into the cost tracking table.  

Now filename's "does not contain" will compare the whole name. instead of a part like other fields

Is there a way to convert formatted text to markdown format for use in automations?

I have an automation that creates a numbered sequence once a checkbox is ticked (e.g. 1, 2, 3) by updating a field using 'Length of records".The issue is it has maxed out at a 100 and I need it to continue. Does anyone know how I can continue this automation beyond 100?

I've been running into a frustrating issue, and there doesn't seem to be a clear solution based on the conversations I've had with the support team in the past.On the surface, it sounds simple: Slack can't (or won't) authorize the Airtable integration. Tried to connect in all browsers. Tried changing my log-in process. Tried changing my Slack access. Nothing.Looking at the Slack App Directory, it appears that users in our Slack instance are missing the authorization to 'send messages as Airtable'. Is there a way for me to add this authorization manually? Is there a simple solution that I'm missing?Thanks in advance for your advice!

Hi everyone, I'd love help finding the embed code for this summary extension. I am trying to export this number to a Squarespace site, as shown below. I can't find the option to get the embed code. Any suggestions?

I am trying to set up an automation and am a newbie.  I am having several issues: 1) When I insert datafield in the email, some of the datafields will draw the correct data. Other datafields show up as a blank. I know this will happen as if I put a cursor over the datafield that works then it says Source: (the description of my conditions) and Preview: the resulting correct information. For those that do not work, only the Source information is showing. No preview information is displayed. 2) Sometimes the underlying data does not update in the automation. For example, if I change the emails in the record that is to be sent, it updates in the database but not in the preview of the email. Is there a "sync" I need to do to update an automation's data before I run it?3) I see various suggestions for addressing the formatting of numbers and dates in an email in the community thread. Some ideas are several years old. What is the current advice f

Hello!I have a base with 3 tables:a Contacts table,an Organization table, anda Membership table. In the Organization table, I have a linked field to the Contacts table called "All organization contacts" where I link all Contacts records associated with that "Organization" record.In the Membership table, I have a linked field to the Organization table called "Organization" where I link all Organization records associated with that membership. In the Membership table, I have a linked field to the Contacts table called "Membership seats" where I link all Contacts records that have a seat on that Membership. In the

Hi All,I'm no coder so excuse my lack of ability to explain this coherently.I am working on a booking system to book out kit, one suggestion has been to have a record with a master check box button for certain tasks that require a lot of, but always the same kit, that you can select and will automatically tick true the sign out button on the individual records of the kit connected to this master select button. Rather than having to go through and manual sign out individual records each time.Is this possible to so through Airtable? is this a scripting automation or can it be done through the preset automations?Thanks in advance, and hope this makes sense 

Hi there - I am trying to BCC in my automation but it is not allowing me to... either when I type directly or lookup from the table. What to do?

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