Automations

Hi!I'm trying to create an automation where, when a record is created in one table, a record is created in another. I want one field's data to populate from the first table into the primary field in the second. The automation to create the record is working great, but I'm having trouble populating the primary field. I've tried a variety of combinations of actions, and it works in preview, but when activated, does not work.This is the automation in preview. You can see that the "Name" field is populated (primary field).However, in once it's in place, the "Name" field (primary field) does not populate.The current version of my automation has two actions:* create record* update recordThan

I have a field that has stuff in it like this" 2023-02-09 Jeff Alexander Website"I'm using a formula to extract the date and the name so then I have fields that look like" 2023-02-09" and "Jeff Alexander Website"I want to make a calendar view of this table. It's asking for a date field. Even though i have a field that isolates the date ( 2023-02-09 ) it isn't a field type of date, so airtable doesn't recognize it. my thinking is that i need a date field and i need to autopopulate it and i don't know how. I'm open to other ideas for how to put " 2023-02-09 Jeff Alexander Website" into a calendar view

Goal:Create an automation that adds all items with a specific labels to another table so that I dont have to connect them manually.Struggling with:I have a table of items that I label manually via a single selection. 
Then, I have a second table where I link specific items based on their label, and use a lookup (in a different column) to retrieve all the values for selection. Then, on the third column, I have a  formula that SUM all the values.I want to create an automation that adds items automatically to the second table every time condition (selected label) is met, so that I dont have to manually link the items that have the label I want to the second table. 

This sounds possible to do, but after many tries, I wasnt able to do it and decided to request your help in making it happen 🙂

Thank you

Hi, I am trying to populate a a single select field with the result of a formula. The current trigger is that when the formula field is not empty the single select field will become populated with the value of the formula field. When I created the automation the preview worked, as did the test run. However, when I add new records the automation fails in the action. 

Hi everybodi I whish you all the best for 2023,I have a problem to configure  an email automation : In "show more option" "From" I speciefed Shared-C team. It's works when I run the test the from name is : Shared-C team (see image below) But when the automation is run I received an email fromFrom : Airtable Automations <noreply+automations@airtableemail.com>15:30 (il y a 8 minutes)To : me, csolenteDear Guillaume,I am happy to hear...  Have you any idea to solve my problem and display Shared-C team instead of Airtable automation ? 

How can I setup airtable using QR codes or barcodes generated through a QR / barcode generator with Airtable to track the movement of items between different areas in the same store?This is mostly to prevent manually updating the location of the scanned item, and automatically detect and update its new location.Is this possible? If yes, what API could be used and how complicated is this to do for someone that's not a programmer or IT professional?Thank you!! 

I am attempting to setup a webhook to ping a URL on my app any time a record in my Contact table is updated. Upon research I have found the following URL:https://support.airtable.com/docs/airtable-webhooks-api-overviewspecifically this section:https://airtable.com/developers/web/api/create-a-webhookMy challenge is in configuring the request, specifically confusion about the URL which is:https://api.airtable.com/v0/bases/{baseId}/webhooksAnd wondering if I could narrow that to a table and alsowhat the 'recordChangeScope' means and how to configure it for my goal of Contact webhook pings:{"notificationUrl": "https://foo.com/receive-ping","specification": {"options": {"filters": {"dataTypes": ["tableData"],"recordChangeScope": "tbltp8DGLhqbUmjK1"}}} 

Hello Folks,Hope you all are doing good. My Task - There are 2 tables. "Client Briefing Form" and "Master tracker". Both these tables have some fields in common. For example lets take a field named "Billing Information".My task is to write a Java Script where, when we run that script the values inserted under "Billing Information" in the "Client Briefing Form" should automatically update the value under "Billing Information" in "Master tracker" table as well. So whenever someone enters a new record in the client table the master tracker will get updated as well.As there are many fields i will need to hard code those values and create a loop.I am very new to Air table so some help or hints will be highly appreciated.Thanks in Advance.

I have been using the "Create records for multiple templates" script because I could not get it to work via an automation. I am currently getting more interface focused and the base button I had running the script does not work in the Interface. I am trying to close that gap with an automation and I can not seem to get it to work. I get the result I want with the first run, but every time the linked record (based on type of task) is the same as a previous project, it does not create a new list of items it just links the projects to the same items. This is an issue because any update to a task linked to more than 1 project updates both projects. I have tried formula fields and rollups separating results by commas, but it still links everything together instead of making a new list. 

Hello,We are on the enterprise version and we are wondering if it is possible to pull in a revision into an automated email.For example, we want to be able to show a change in dates and would like to be able to show the old vs. new date within an email.Not all of our users are in Airtable and we would love to be able to be transparent with our teams on what something was to what it is now for a change in dates. Thanks!

Hello, I would really appreciate if someone could help me to solve my puzzle)I have a table "Schedule" where we input addresses, every address goes into 3 separate fields, "Street Name", "City" and "Zip Code"So I created an automation (check images attached) where "Zip Code" field is auto filled with preset zip code when a "City" is chosen. Everything works fine, but automation works with one city only and my question is, is there a chance to modify automation where I can add options to fill zip codes for other cities in the same automation, not just one or I need something else and I chose the wrong path to do it.I tried to create a separate automation for every city we have in the "City" field, but very quickly I was told by Airtable that my plan allows me to have only 40 automations and I have around 100 cities in the "City" fieldThank you in advance for those willing to help. 

Hello Everyone , I am new to airtable scripting.I have a Pretty Basic Question - I am trying to capture records of 1 row using input variables.here is my code below.let inputConfig = input.config();/*my table name*/let Sourcetable = base.getTable("Facebook")/*Airtable Id of row*/let aid = inputConfig.AirtableID/*This is a linked record*/let cname = inputConfig.client console.log(cname)Cname is a linked record from another table.When i run cosole.log(cname) it gives me a empty array.My Question is How do I get the airtable ID of linked records via input config? Thanks in advance.   

Hey Everyone, Quick explanation of what I'm trying to do is: I created a couple fields to look at the number of items in a particular category, count those items, add 1 to the count, merge a few string fields together to create a unique identifier "YP Internal Code" (see 'write to cell' image) when a record is created via form.I'm passing an input variable to the script shown (see 'push to table' image), but can't figure out what the next step is to push the changes in the script to the table itself after the assignment of the new internal code to the old one. Thanks for the help, Peter

I am working on an automation with the purpose of sending an email to a person who took a training. The automation is triggered when I add a training type (this is a multiselect option field in my table). On the subject and message of the email, I would like to show the name and training type. However, whenever I add the training type on the message, it shows the entire list of training. I only want to show the one that person just recently took, in this case, it should be the last item of the list of trainings.Can you please help with this? Any workaround?

Hi!I have setup email automations through Airtable (trigger: when a record enters a view - action: to send email through gmail).The issue is the email is being sent at midnight, which makes it evident that it is not a personal email from our team. How can I setup either the filter on the view, or the trigger/action so that all of our emails are sent at 8am PST? We have an enterprise account, so I feel like this has to be an easy solution, however everything I'm finding seems to incorporate like four additional columns and formulas, which seems really inefficient...

I have unsuccessfully tried automations, extensions, and Zaps and haven't been able to work out an error free  approach to my challenge. I'm hoping for guidance on how to achieve the following:Import contacts from .csv files and update the linked source field so that the new source is added (and not replace) existing linked records. Contacts Table 1 - email - fname, lname, org, source<linked Table 2>Sources Table 2 - list_name, emails<link to Table 1>  In descriptive language, I go to events where I get lists of people who came by my booth. I want to enter them into a database (contact info) while keeping track of the various times I've interacted with them (source info). I suspected that this was a simple task but I've spent an embarrassingly long time trying to figure it out. Guidance (or a straight up answer) is appreciated.   

Hello,I am trying to create an automation that will create junction records when a record for one table ("students") is created.  Basically, I need a series of new record created in the junction table (called "student.weeks") linking the new student record to records in the other table (the "weeks" table). The "students" table has each a record for each student with their course start and end dates.The "weeks" table has all our school's starting dates (which are basically every week through the calendar year).I assume I could use Airtable's "Create Junction Table" script. But, that would just create records for every starting date (in the "weeks" table), without regard for the student's enrolment dates.  I am hoping someone can give me some help with adjusting the code (below), so that I can use it in an automation that triggers when a new student record is added.Here's the code from Airtable's script: let settings = input.config({ title: "Create junction t

Hello,I am studying Airtable, and wonder if this can be done.Basically I have a Grid of data in Data. I want to present this data in Interface, either using selected columns or the whole lot of data.I want to add a button to the right of each data row. Clicking on this button will trigger Automations. This automation will bring up a Lightbox (of something similar) so that the user can type in some text. The script will then inject the phone number (one of the columns) from the row selected into the text.The Lightbox will have another button labelled "Send message". Clicking on this button will trigger a curl command and POST something to an external SMS gateway.Is this possible at all?

Hello! I am importing thousands of records from an excel sheet and there is a long text field that contains data that I would like to organize in a single select field. For example, a record may contain "L4_S2" in the long text and I would like to create a single select for "L4_S2" and update every record that has that condition in the long text. I'm trying to do it with automation, but I can only get it to update one specific record and not each record that has the same condition.

Hello Airtable Rockstars,I need some help with setting up my education business on airtable. The challenges we are facing are mentioned below (only in steps 3,4 and 5). Can someone help?Steps we need to follow are as follows:Collect survey responses: DoneGet automatic scores via survey responses: DoneEvaluate some subjective answers and give scores manually: partially done.I have created the columns where the entries will be given. This needs to be turned into a kanban board which can be passed on in my todo list. I should be able to manually select from the options which we have pre-decided. Eg., L1, L2, L3 etc. Can someone help with the process for this?Send feedback basis manual scores entered in step 3.Once step 3 is complete and submitted, a conditional email needs to be triggered which will have the feedback appended basis the conditions. This feedback needs to be saved somewhere on airtable and then conditionally picked up for inclusion in the email. How do I do this?If someone

Hi, I am building an automation.I have a custom script filtering out records that required filters not possible with the built in find records actions.I set the output to be a JSON object that looks something like this    [ { Record Id: "3197", Full Name: "Test, Name ", State: "" }, { Record Id: "3198", Full Name: "Test, Name2 ", State: "" } ]    I want to then insert this info as a grid or table in an email, but the only options that I have are to display each attribute separately as a list such as RecordsIds = ["3197","3198"]

I want to send invoice details to Xero to create initial Invoice using 3 separate lines. Date being current date. How to do that in Airtable. Please help me, I am very weak in API Calling.

It looks like right now it is not possible to create nested conditions in Automations for the Trigger. For instance, my trigger would say: WHEN… (part 1) AND … (part 2) … OR (part 3a) … OR (part 3b) Either part 3a or 3b will fulfil the point # 3. I know this can be done by adding the OR conditional field (for 3a and 3b) right in the table and then reference the # 3 condition here without using OR statement. Just wanted to confirm this is currently a limitations, correct?

Hi AT Community,Newbie here.Just getting started on creating a db for Contacts (one table)  and linking those contacts to their Certification records via a unique identifier. The certifications each need their own tables which need (we think) separate tables because the certifications have unique fields.Just using dummy data at the moment as we try to figure things out.I've created a link between the contacts and the certification table based on the unique identifier.There are going to be thousands of Contacts and Certifications created when we migrate our data, and  we'd prefer not to have to manually select the newly created records to link the two tables.I've explored setting up an automation, but that appears to only handle one AT record ID at a time(?)    

Hi there! I'm struggling to set up the right combination of forms/tables/automations to get a particular process to work. I'm doing a 3 part survey and each part of the survey is a separate form in Airtable. Surveys are going to be shared in parts and each survey is meant to build off of the previous survey. All the forms are built using what I've labeled "Overview" which contains all the fields which are being used to ask questions between the three forms. What I'm trying to do is have each form roll up dynamically to the overview table without any manual effort from our team. I created linked fields between the tables and have attempted to use those link fields to update records stored from the previous survey. Survey one is a cold survey. So the vendors we're reaching out to would share their information and then be sent to survey two. For survey two, I want them to be able to select the record they just created by completing survey one and have the information all fl