Automations

I have an automation that emails the list of records in the body of an email as soon as a form is submitted.  One of the fields in the form is a multiple select field.  When the email is opened in the Outlook desktop version, the selected values are all together instead of separated.  When I try other email clients (Yahoo, Gmail, Outlook on my phone) the values are separated as they should be.  Does anyone know how to adjust the formatting either by adjusting a setting in Airtable or something in Outlook?Outlook Desktop:YahooThank you!

I am sending tasks out via slack and would love to have the various Slack users mark/update a task as "completed" without having to log into airtable. The only way I can think of doing this is by create a form just for the task status. Are there any other ways?

Hi everyone. I’m using some rollup fields in a way that is only really useful if I can automate the linking of new relevant records to that rollup field’s record. Right now, the automation simply overwrites the old record link, rather than adding an additional one. The link field is set to allow multiple linked records, and I can add multiple links manually. Is there a way to configure this in the update record action? I am stumped.

Hello!I am currently looking to download a file from an attachment field within an  Airtable Script to send it in an API Call to a REST Api, however I am having issues with downloading the attachment in the script.I have tried downloading the file via a fetch to the download url, however all I am getting back is the download link back.Any help on this would be greatly appreciated!

Hi,I have two tables that are linked. I have table 1 that consists of the membership information:Email (primary field)Last nameFirst namephoneI have table 2 that adds records after submission of a form. This consists of visits you can do once you are a member: ID (primary field)Email (only field to be filled out in form)Last nameFirst nameDateThe idea is to create records of each visit and it should autocomplete the fields (last name, first name) on table 2 pulling them from table 1 based on the email (matched field). The key here is not to manually select the "link to table 1" field but it should be done automatically.Please I would appreciate any suggestions.

I need to amend my previous so please run with this one.  I am importing data from bitquery, that data is being appended to my main table.  I need to compare the currency values for duplicate records, replace and delete the records without ruining the links made with other tables.  Let me know if you have any additional questions.

I am running a simple automation to identify birthdays for the upcoming month.  My 'Find records' works beautifully when I test. My second action is to send the list of birthdays to specific managers. The action works, but the email produces a blank message and I know there are hits. What am I missing?Thanks in advance

I have a scenario in Make that sends Emails with attachments from Airtable.The attachments are photos that are supposed to be embedded in the Email.It doesn't work as expected, the photos look like this in the Email:It has worked before and I can't figure out what has changed.Can you help me with this?Thanks

Since manually adding a comment doesn’t go into any existing “fields” of the table, I can’t use trigger to automate this. Can this be achieved using scripts instead?

Hi,I've been using Airtable to track the performance of my company's social media metrics so I can pull out trends based on the topic and format of the posts.The problem is that the data from the posts (e.g. LinkedIn reacts and comments) is not kept up to date because I input it manually. I was wondering if there's any way to automatically pull data on the likes and comments of a certain post from LinkedIn and Twitter into Airtable if I link the relevant post?Please let me know if someone has already asked a similar question, I imagined it'd be a common function people would like but I couldn't find anything online. 🙂

Hi All, I’m trying to automate a trigger that emails a form the day after the date that has been entered in a specific record/field (which I guess you could think of as a “cell” in Excel).So for example, say 1/26 is entered as a date in a specific field. The day after, I'd like to have an automated form sent out via email. How do I do that? Is there a way I can identify a specific "cell?" Can I automate a formula using if {today ()+1} or something like that?Can anyone give me a tip? Thanks!

I have a table with 1000 rows containing films information. I have a field called provider, which lists Netflix amazon prime etc. The issue is when a title is on both amazon and Netflix I end up with 2 rows. The provider field has their respective provider names in and the field itself is a multi-select type. What I want is one record but with the provider, field to contain both. Like "Netflix, amazon" How do I go about this? It needs to be a dynamic automation. as when Netflix removes it from their library I want to retain the record but remove just that category. I have views set up filtering by the value of this provider field too. I added the dedupe extension but don't see how to get what I need from it. Thanks 

Hi!I'm trying to create an automation that is applied when a particular field contains today's date.  However, when I apply this condition, it can no longer find any relevant records.  All other conditions are working correctly, my specified field does indeed contain today's date when I check my table, and my Airtable calendar is correctly synched.  Any suggestions out there?Cheers!!John

Hi,I'm trying to test a Patch request in Postman but getting an error.  I cannot find the semantics error.  Anyone see what's wrong?  I'm fairly positive my headers are correct because they work on all my other Postman tests for Airtable.  This is my json body: {    "typecast":true,    "records": [        {            "fields": {                "Closing Date": "2022-05-09",                "Closing Purchase Price": 68000000            },            "id": "reckfGpmIQ62GPoim"      &n

I had a script configured to generate a task list  on a button trigger based on the one in the Airtable Marketplace that had the settings input. I have moved everyone out of the base and into Interfaces, so the button won't work.I tried to write a new script (and I know nothing about writing code) to run on a status change trigger automation. It runs with no errors, and recognizes the input.config from the input variables I set up in the automation but doesn't actually create the new records. I had a developer friend look at it, but he's not familiar with Airtable, and the suggestions he did make were way over my head. Anyone see where the error is? let parentTable = base.getTable("Pipeline");let typeTable = base.getTable ("Checklists");let templateTable = base.getTable ('Template Tasks');let childTable = base.getTable ('Tasks');let templateType = templateTable.getField ('Checklist');let childFieldInTemplate = templateTable.getField ('Task');let templateOrder = templateTable.

Hello, I'm trying to create a "create record" automation when a new record is added to table A (Seeds); a new linked record is created in table B (Web Archiving_QA). The input data in table A (Seeds) to create the new record is a website URL.The automation is formatted: After successful testing, and turning the automation on. When I input a new URL to create a new record in Table A (seeds), I only get a blank new record in Table B (Web Archiving_QA) But if run the automation with the Test Step section > "Run as configured" I get the correct automation results, meaning the inputed URL in table A shows up as a new record in table B. from in the automation viewlinked URL from table A shows up in the record in table BI run into the same problem when I change the trigger to "When a record enters a view".Why am I only getting the desired results via "Run as Configured"? Thanks!   

i am using a step in an automation that i’m hoping will allow me to add a related record to a field that already has related records in it. the prior steps in the automation are picking out which record i want the script done to. i am brand new to scripting, so i’m guessing it’s something obvious. i got this from the documentation here: Airtable Scripting table.updateRecordAsync(record, { ‘Which trainings?’: [ …record.getCellValue(‘Which trainings?’), { id: newTraining }] }); when i test the step, it says the field “Which trainings?” can’t accept the provided value & when i ask it to show me what it got from the step above, it shows me an empty set. the newTraining value is the record id of the related record i want to add to the field. any help is appreciated!!

I'm working an automation where I need to compare a numerical value(s) within the same column.  When data is imported to Airtable, it is dumped and appended to the base already created.  I need to create an automation that compares all the duplicates, replaces totals(money) and deletes the old data ALL while sending an email notification at the end when this is complete.  Good luck and I could use all the help I can get.

 Hi, warning!  I'm new to Airtable and using the basic tier.I'm trying to create a website that will show different lists depending on the answers submitted in a form. I have created the website in Softr and a Form in Tally. The website connects to the form which now populates a table in Airtable.Users have to answer two questions, each with two options. Eg Answer A or B and then answer C or D.  This gives me four groups: AC AD BC and BD. My Base in Airtable now has a table where the primary field shows the time of submission (I have not collected emails or names) and then what their choices are in two single-select fields.   I want to  post/send/display one of four different possible responses on the website dependent on their answers.   I have tried to create an automation using 4 sets of conditions but have not been able to get the logic correct.  I have selected automations from the source table and then set the trigger to activate when

 hi !! can someone help me? i need to send a email dayli, a greed whit total sales in determinate date, how i  can  get a total for each colums, and send in the email ? . 

 Hello,I have been using Airtable for a long time - but am new to the community. Nice to be here! 🙂I would like to copy a value in a cell to another record when a condition is met.(The image as an example)If a product (e.g. product 1 in group A) gets a value in attribute B (checkbox), the value in attribute A should be copied from product 1 to all other products in the group.Is this possible through automation?Best regardsPhilipp 

We are trying to add our logo into the body of automated email sends. Has anyone had any luck in this area? 

I'm a scripting newbie and need a little help...I'm attempting to create a number of placement records, linking to a booking where the number of records is inputted by the user.I've cobbled together pieces from various example scripts I've found, but I'm hitting an error. Please see details below.This is the script:      This is the error: And these are the details of the object: Currently I suspect there's a type mismatch somewhere - but any help would be greatly appreciated!   

Hi All,. I am relatively new to Airtable and am hoping for guidance regarding an issue I have encountered. I have a table of riders which I use to record day to day notes and injury information. It is reviewed daily by our Doctor who then decides depending on the injury if the rider should take a break from competing or if they can be cleared immediately to continue . When the Doctor decides that the rider can be cleared I would like to have a button that she clicks which clears the relevant fields but also automatically creates a new record in another table to retain a copy of this information for reporting purposes at the end of the year. The relevant fields are 1) a linked record from another table showing venue incident took place 2) checkbox 3) a single select 4) long text 5) attachmentthanks

Hi, I have created an automation with a 'when condition met' trigger and then update the record. I have a few as the lead's details change. So when they appear in the flow i want to fill some new columns, then when they become a lead, i fill an extra column and then when they're a qualified lead - another column is filled using the automations.Like I said they're all running successfully, within the actual details of the automation, it shows it has filled the new columns correctly but in the actual table the colums are sometimes empty.Any ideas?