Skip to main content

Automations

Ask your questions about Airtable Automations here.

  • 5,190 Topics
  • 16,153 Replies
5190 Topics
S
Sylvain_DionneKnown Participant
asked in Automations
Conditional action to update record meet condition from finded record

Hello, my goal is create an automation that update all record meet record update.see atached filewhen I change the value of record indicated from 99 to 1, I want all others records of same finish and same date chage to 1 too.ThanksSylvain

200
S
T
testtest49New Participant
posted in Automations
Creating an automation that adds to Table C when I link a record in Table A to Table B

I need to create an automation that works between three tables.Whenever a record from table B is linked to a record in table A, I need to create a record in table C that references those two records. If I link multiple records in at the same time, I need to create a new record for each that are linked.So basically, I need to create a record in table C that is [Table B Value]-[Table A Value.]My problem right now is that if I use the "when record updated" condition, it just won't work.If I link multiple records at once I can't pull out the Table B values individually. It ends up just creating one record of all the values.And if I there are multiple values in the table, it pulls them all.If I link[Table B Value]-[Table A Value 1] and [Table A Value 2] simultaneously,I need the automation to create simultaneously in Table C:[Table B Value]-[Table A Value 1] [Table B Value]-[Table A Value 2]Thanks for reading and any help would be appreciated.

41
TheTimeSavingCo
T
Taylor_JohnstonKnown Participant
posted in Automations
converting an "await input.recordAsync" script to run automatically when record enters view

Hi, all! Can anyone point me in the right direction for how to convert a script (made for me by someone else - I am not a programmer) to run in an automation? It is currently programmed to run via a button click in my base, but I would really like to be able to make it run when a record enters a view. I'm not sure if this modification is a simple one, or something that is going to involve reworking the entire script. Any advice, tips, or direction would be greatly appreciated! 😊Here is the original script:  let twoLettersToNumber = { "ah": 5, "ch": 8, "wh": 16, "tz": 18, "sh": 21, "ta": 22, "th": 22, }; let lastLetterToNumber = { "m": 12, "p": 12, }; let letterToNumber = { "a": 1, "b": 2, "c": 11, "d": 4, "e": 5, "f": 18, "g": 3, "h": 5, "i": 10, "j": 10, "k": 19, "l": 12, "m": 13, "n": 14, "o": 6, "p": 17, "q": 19, "r": 20, "s": 15,

301
kuovonne
Vianney
VianneyNew Participant
asked in Automations
Attachments deleted but reappear in the database instead of the new ones

Hello everyoneI have a problem with the history of deleted attachments.I have 2 fields "Attachments" (images): Field A and Field BI have a Make scenario that generates the attachment of field B if the attachment of field A is filled in Airtable. The Field B attachment generated by Make is the same image as the Field A attachment to which the Make scenario adds a watermark and formats the name.>> No problemI have an Airtable automation that if the Field A attachment is deleted, then airtable deletes the Field B attachment.>> No problem eitherIf I delete the existing attachment in field A and put a new attachment in field A (a new image), then first Airtable deletes the attachment in field B (thanks to the Airtable automation) but then in field B instead of having the new image corresponding to the new attachment in field A (sent by Make), Airtable puts the old image in field B.In Make, I can see perfectly that the image sent to Airtable in Field B is the right one. No proble

357
subinbabu
A
aleajewelleParticipating Frequently
asked in Automations
Update Linked Field After Form is Submitted on Another Table

This is basically a leave tracker. Table 1: Employee DetailsThis table contains the start date of the employee and a column that computes the available leave credits they have accumulated.Column LEAVES is linked to Table 2 and should look up the duration of the leave request applied for while another field computes the remaining leave creditsTable 2: Leave RequestsThis table computes the duration of the leave applied for using the FROM and TO DATE. I've made the primary field an autonumber for a unique identifier.I've created an automation that does the following:Trigger: When a record enters the view (meaning the a form has been submitted)Find Records: From Table 1 that matches the first and last name of the requestorUpdate Record: This is where I'm stuck. I want the Linked Field LEAVES  in Table 1 to be updated with the Leave Application # so that it looks up and sums up the duration and automatically computes the number of leave credits left.I keep getting the below error

444
A
J
jlabbeInspiring
posted in Automations
Unable to add new option on single select with automation script

I'm using a script in an automation to try and add a new option to a single select field. As far as I can tell, everything seems setup correctly. Permissions on the field is also fine too.Here's the script: let config = input.config(); let subtaskId = config.subtaskId; let name = config.name[0]; let color = config.color[0]; let subtasksTable = base.getTable("Subtasks"); const singleSelect = subtasksTable.getField("mySingleSelectField"); await singleSelect.updateOptionsAsync({ choices: [...singleSelect.options.choices, {name: name, color: color}] }); When I run it, I get this error: Error: Cannot update field config from scripting automation at main on line 10 `name` and `color` are input variables that are looking correct. The table and field the script is referencing do exist. From that error message it sounds like this isn't possible from automation, or what exactly am I missing here?

1848
J
Elyes80
Elyes80Inspiring
posted in Automations
Automatically add a new record when field linked to multiple records is updated

Hi everyone,I have Table A with a list of suppliers, Table B with a list of generic products (linked to multiple suppliers from Table A), and Table C with a list of specific products linked to a specific generic product from Table B and a specific supplier from Table A.I would like from Table B that when I add a new supplier to a generic product (in the supplier field linked to multiple suppliers), it automatically creates a new record in Table C, with the specific supplier associated to the generic product.Any help on this would be much appreciated ?

92
Elyes80
X
xXTMXxNew Participant
posted in Automations
Updating a linked records through scripts automation

Hello Everyone, i built a script for automating creating tasks for our team for the new leads you can found it on (Automate Task Creation in projects via a script). Now i tried to update linked records and other fields but faced below error:"Error: Field "xxxxxxxxxxxxxxxxxxxx" cannot accept the provided value.below is the table that should be updated based on the script that I'm trying to create:and here's the script:let lead = input.config(); // Find template action items let templateActionItemsTable = base.getTable("[HIDE] Action Items"); let allTemplateActionItems = await templateActionItemsTable.selectRecordsAsync({fields: templateActionItemsTable.fields}); let templateActionItems = allTemplateActionItems.records.filter(templateActionItem => { // check wether action items matching request return templateActionItem.getCellValueAsString("Stages") === lead.stageName; }) // create template action items in work items table let actionItems = templateActionItems.map(templat

71
ramonscardua
P
PhilZiNew Participant
posted in Automations
Automation "send Email" to specific records

HiI have a problem I cannot solve. There are three tables.Table 1: Roles in a teamTable 2: Team members, who can have different roles (more than one per member)Table 3: Team projects where different roles are needed (multiple roles per project)Table 2 and Table 3 are Linked to Table 1. Now when a new Project (with different roles) is added, I want to send an Email to all members who are able to work im this particular role.My Idea: I can see all roles that the projects needs in Table 1 as each record (role) has a Link to the project if the projects needs this role. In the same row I can see all members that have this role. I want to use the "Find records" action to get all Email addresses from the members that have the same role as the project. And I want to have every email address only once. Any help is appreciated Thank you! 

361
TheTimeSavingCo
M
msiegelNew Participant
asked in Automations
Automated Emails

Hello!I am trying to set up an automation where when a record is updated, the email column in the same row as that record receives an email with the information in the updated record.For example, I have 3 columns: Name, Email and Unique URL. I want to be able to put in a URL for that Name and have that URL be sent in an automated email to the same email address associated with the name.I have the email column and the unique url on the left hand side but when I go to test it, it gives me an error/shows up empty with the fields, saying I do not have an email and it doesn't show the URL I have put in the grid. Screenshots attached. What am I doing wrong here? Any help would be greatly appreciated!

12
M
L
Luke_BranfordNew Participant
posted in Automations
Automating the creation a record when field containing multiple linked records is updated

Hi! So I’m pretty new to Airtable but it seems awesome and I’ve achieved a lot, mostly through help found in this forum. This is the first time I’ve actually had to ask something because I’m really stuck. And I’m not sure what I’m trying to do is even possible, but be good to know either way! So my setup is all based around events, and I have the following key tables: Speakers Sessions A session has multiple speakers, and speakers can be associated to multiple sessions. All pretty simple so far. But here’s where the complication comes in. For big virtual events, commonly each speaker will be in their own Zoom room, which is then combined into a single stream (I won’t bore you too much with the tech). So normally we’ll have x10 Zoom URLs to be used for the whole event, with speakers assigned to a room for a session. e.g. 10-11am - Speaker XYZ - Zoom Room 3 It’s worth considering that a speaker may be in one room for one session, and a different room for another (just to make things di

157
Elyes80
MrLuke
MrLukeInspiring
asked in Automations
Can scripts interact with extensions?

I'm trying/hoping I can do this. I have an extension added to a table (SyncWith) but that needs to be manually triggered to run/update the sync. Ideally I'd like to create an automation to run once a day and trigger that extension, maybe with a custom script or something that can interact with it.Is such a thing possible with scripting? I'm still new to Airtable.

382
MrLuke
matt_stewart1
matt_stewart1Inspiring
posted in Automations
Automation to convert IN to CM or CM to IN, depending on where is updated?

I have about 30 measurement fields, 15 in Imperial, and 15 in metric.I am trying to make it so that individuals can enter EITHER imperial OR metric, and an automation would magically convert and update other field.Is there a way to do this in a single automation?

71
kuovonne
matt_stewart1
matt_stewart1Inspiring
asked in Automations
Automation to update subtasks when Project changes?

I have a Base with below:Table A = CollectionsTable B = ProjectsTable C = Dept 1 Sub TasksTable D = Dept 2 Sub TasksTable E = Dept 3 Sub TasksTable F = Dept 4 Sub TasksWe create Projects and Collections, with Linked Records.When a Project is added, it then links to all the different table sub tasks. These are very different based on departmental needs, hence the different tables.I need to have a direct link between each sub task and their respective collections so that I can run High level meetings accessing each departments status/info in an Interface with ability to change data. This means an interface run from Table A with grid views inserted for each table A, B, C, D, E, FRight now it works if I use a Collection lookup field on each subtask table to monitor for changes, and then an automation that then updates a sub task to a new linked record field connecting to the collection any time there is changes. However as my base grows, and automations grow, I am concerned that there

211
matt_stewart1
C
czerafaNew Participant
posted in Automations
Sync to shared calendar in Outlook

Hello,Newbie here....  I am having an issue with syncing to an Outlook calendar. When I connect my Outlook account, I can see my calendars and calendars shared directly with me, however I cannot see a shared public calendar that my Outlook account is an owner of.  Am I missing something?  Is there another way to sync to shared calendars?Thank You!Chris

21
Soly
A
AnnieTacticombaParticipating Frequently
posted in Automations
Unable to access google sheet in automation

Hello,I am in automation and have selected a google account.  But when it comes to selecting google sheet, it wouldn't allow me to get to the login page.  I am stuck in the page shown.  I see a separate browser popup but closing immediately.  I have the pop up blocker off, also have allowed access to airtable for this google account.  Any tips would be appreciated. 

131
TheTimeSavingCo
L
Lost-MerovingiaInspiring
posted in Automations
Automation: Getting the most recent Rec using script

I'm in over my head.  I got ChatGPT to create this script for me, so ... I don't know if I've activated SkyNet or not.So I'm creating an automation, and I noticed that sometimes there are duplicate records, because the Webhook comes in and runs when a record is created and updated (so it creates a record for both).  I'm trying to create something to minimize this.Screenshot of automation: https://tinyurl.com/2q5a57jeWhen I try to update the record, I can't choose the record that the script outputs.

485
L
N
neeraj11New Participant
posted in Automations
Airtable Developer Needed

We need to create an automation for receiving products to assign Barcode to Refurbishment to Dispatch Automation through Airtable. We are a product refurbishment company. Need to share Data within teams 

11
N
V
VutropushNew Participant
asked in Automations
Dynamically Pull Data From Two Rows?

Hi all, I'd appreciate a bit of help.I am trying to make a two product comparison page. I have all product specifications in one table like this: And I want to pull the specs data on this other "compare pages" table depending on which two products are picked:So if Product 1 is "iPhone 11" then it would pull the specs into this "Product 1 Specs HTML"from the first table. Same for product 2. Hopefully it makes sense.Is there an automation or formula that I can use to achieve this? Much appreciated! 

203
N
Ashley_Jackson
Ashley_JacksonInspiring
asked in Automations
Automation failing because "Could not convert string to date."

I have a task table with start date, due date, and completion date.  Each task is marked open, attempted, or done via a single select.  Working to create an automation that creates a copy of a task marked as "Attempted."  here's the flow of my automation: Trigger:  Record meets condition / condition is Status field is NOT open (aka, either Done or Attempted) Action:  Insert the value of a formula field into the completion date field.  The formula field is simply NOW(), so it will change every day and as we complete tasks, the completion date will change to the current date. Conditional Action:  If Status field equals "Attempted" Action:  Create new record with the following dynamically inserted fields: Task Description New Start Date New Due Date Assignee To calculate the new start and end dates, I have created two columns in the Task table with very similar formulas like this: DATEADD({Completed On}, 2, 'day') The new due date field adds 4 day

1653
Ashley_Jackson
O
olabadoNew Participant
posted in Automations
From name doesn’t work in mail automation

When the automation send an e-mail, the "From name" field sometimes doesn´t work. Anytimes the from is correct in the received e-mail and sometimes the from field is noreply+automations@airtableemail.com The problem is very important because the recipiente doesn't know the sender. Thanks

01
J
C
Chris_NelsonNew Participant
posted in Automations
Cannot email non-collaborators on the current billing plan

Why am I no longer able to email customers automatically? This automation was working just fine before I had to update Zapier.  

33
kuovonne
C
Chris_NelsonNew Participant
posted in Automations
Automation is failing?

Hello! Not sure what is happening, but I had automation that was working when a record was created. It was working just fine, but I had some Zapiere issues (I needed to update my plan). Updated my plan the zaps came through, but now the automation is no longer working. I even deleted the automation and rebuilt it. Still no dice. Does anyone know what gives? Cheers!

115
kuovonne
A
Alan_ReidParticipating Frequently
posted in Automations
Modify a script to run on record creation

I have a script that takes the records in a table called "Runs" and creates a separate entry in a table called "Breakout" for each linked entry in the "Runners" field.  However, this script is currently only able to run manually, and if it's run multiple times, it creates duplicate entries.I'm looking to modify this script so it either runs automatically each time a record is inserted, or when it's run manually, it doesn't create duplicate entries.Here is the script:const sourcetable = base.getTable('Runs'); const desttable = base.getTable('Breakout'); const query=await sourcetable.selectRecordsAsync({fields:['Game','Runners']}); const converse=rec=>rec.getCellValue('Runners').map(x=>[rec.getCellValue('Game'),{id:x.id}]) const create=(el)=>({fields:{'Run':el[0], 'Participant':[el[1]]}}) const crt=query.records.flatMap(converse).map(create) while (crt.length) await desttable.createRecordsAsync(crt.splice(0,50)) Any assistance would be appreciated!  Thanks

53
A
T
Toby_WebsterNew Participant
posted in Automations
How to find & replace a specific selection in a multiple select field without changing the other selections at a specific time

Hi, I am trying to create an automation where every Monday morning at 6am, all my multi select tags set as ‘Followed up on content’ are changed to ‘Need to follow up’, but without removing the other tags that are already set. I also need to create a button I can manually use that changes all ‘Need to follow up’ to ‘Followed up on content’, also without removing the other tags that are already set. Pretty new to airtable, so thanks for anyone that can help!

193
S

Badge winners

Show all badges
Terms & Conditions