Automations

Hello everyone, I have: a webhook sending a user RecordID. a linked record field containing multiple users How can I remove just that one user from the linked record field? So far I’ve managed to add a single user, or to replace them all with one user… I would appreciate some help! Thank you

I am trying to send an update email in the automation section with the sum totals of each field like they are displayed in the grid view. However, when the emails are sent the sum row is removed. Does anyone know how to maintain them within the email automation structure? 

Hello Everyone,Quick question, do you know how I can modify the time at which a slack message is sent.To give you more context, I have a daily time table with a todo including activities to be performed in the morning and in the evening.I have create an automation to send a reminder of the todo be slack. Is there a way for me to configure the automation so that the todo of the morning is sent in the morning and the one in the evening is sent during the evening ?Thanks a lot

Hello,I have a very basic automation and I can't figure out why it doesn't seem to be working.... when the amount paid is equal or greater to $300, I want to have a check box or single select text that says they are paid in full.I have a screen shot of the test I ran in the automation where it looks like the 'yes' single select text is added.  but when I go to my base, it's not there.  I've watched over an hour of help videos and tried multiple things.  I'm a newbie, I would appreciate the help! Thank you!!

Hello everyone! I'm new to airtable and I have been working on automation that when triggered, it decrements 1 from a field. I have been trying to find a solution but nothing seems to work. I appreciate any help that I can get.

Hi - Sometimes our automation email works and sometimes it does not... What could be going wrong?  

Hi, I have a sales team that inserts every sale into a DB on to Air TableI would like 2 do an automation that sends me a daily report with1 - Sales on current month (how much)2 - Sales on current month (how many) 3 - Sales on current week (how much)4 - Sales on current week (how many) Maybe make it in 4 different emails and get those numers in the subjet like "Daily Report - Monthly Sales = R$ 1000 / 10 sales" and "Daily Report - Weekly Sales = R$ 500/ 5 sales"Is there a way?The field names are "Pagamento 1" for date "Valor Total Projeto" for amount of money of each saleThanks in advance =DJuan  

Hello, my usecase is to sync a record whith a third party server using an HTTP Request and write back a sync Id. The behavior of AirTable feels very weak for somthing that should be simple.Trigger an automation on Create and Update require 2 automations ! So duplicate and maintain script code . The workaround in an other message is so complicatedAutomation trigger while editing, sometimes it is usefull, in that case it's a real pain that trigger multiple request in parallele. Automation should have a flag to prevent that. 

Hi all!I'm working on building a Google Docs Automator where the automation updates a google document instead of creating a new one. I was able to create the content to pull all of the applicable data I need, but I noticed it's just adding to the content of the google doc, rather than replacing the content in it. Is there a way to set up the automation where the content is replaced with each automation run (i.e. "update")?For reference, this is to build itineraries for individuals that I have set up to update once a week (for now, but may increase the frequency later) - so it gets a bit cumbersome and superfluous in the document very quickly if it keeps adding a full schedule on top of what was already in the document - not to mention confusing for the folks referencing the schedule.Thanks for any help that can be provided!

Hey folks, I can’t create an event based on dates in my table. I need to create an event based on formula born date-times, and that didn’t work; but even now testing with normal date columns (with hardcoded values) didn’t work as well. It encounters an error: Unable to parse datetime: “” But there is definitely data in those columns. Here is an illustration.

I am needing help.I am needing to send 1 record to a group of email in different states. Ex: One email request to and email group in TX, another different request to an email group in FL and have it automated when the state or country says the group. (TX to TX group, UK to UK group, FL to FL group)  

Hello!  I've been mulling over how to optimize an image in the body of an email for an automated gmail connection- to send an email based on airtable records.  I was able to add the image using airtable supported in-line HTML tag <img src="https://www.btsministry.org/images/logoNEW_02.png">It optimizes perfectly on mobile, but the image is massive on desktop/laptop viewing sizes. I've currently not had luck including image sizes through Style or including specific px sizes. I.e. style="width:300px;height:150px”; Any suggestions on how to optimize the image size using airtable's supported HTML/CSS (span, style, img) ? I may just have the html syntax wrong 🙂  Thank you!!

Hi there, I have a table called "activities" that links to a "users" table and a "products" table.Each time a user upvotes a product, a new entry is created. (Picture 1)I am trying to set up an automation that updates one field in the linked product, with the user who upvoted that product. (Picture 2)It seems like the linked fields appear to be empty for Airtable. Only when I untoggle the fields the actual user or product appears. (Photo 3)I keep getting an error message, for an automation that should really be simple. (Picture 4)How can I fix this? Does Airtable not support Linked Fields? How can I get the linked field info to show up in the field values?I spent 5 hours trying to fix this. Any help or pointer is greatly appreciated. Many thanks!

I’m setting an automation to copy a value from a lookup field (formatted as currency) to a currency field. The tests run fine, but the automation doesn’t get the value from this lookup field when it goes live. It works if I set a manual value in the automation, so it seems something wrong with getting the value, the field type or something like that. Has anyone hit the same issue or has something to add to help?

Hello! I have to calcualte a scheduled delivery date field that adds time to the order date based on a combination of the number of pages and whether there is expedited processing or not.  I was able to get the formula to sort of work using IF and DATEADD but the thing is that these are based on ranges and the formula is getting very long since it needs to determine a page range and then verify if it's expedited or not.   Does anyone have any tips on how to solve this? Ideally automations would work but I can't add a formula there. 

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