Automations

Hi, I am new to Airtable and have a question. I have two tables, each with the same column (multiple select) for "Technology". Specifically, it is about funding programmes and investment measures. In the table of investment measures I would like to have all funding programmes displayed in one column, which have one of the same technology tags. (e.g. a funding programme has the tags "digitalisation" and "business financing", and the measure (online shop) also has "digitalisation" as a tag, so the funding programme should be displayed there in the column).Can it be done via an IF function or something else?

I have an Expense Reimbursement Form I use in Airtable. It collects things like date of purchase, dollar amount, person to be reimbursed, and an Attachment field for Receipt images. It then sends the form data to me automatically via email, but the email doesn't include Receipt Images (attachments) in the body of the email.Is there a way I can have the Form Response email include attached images (receipts) in the body of the email? Each form could have 1 or more attached images.That would be very helpful because it would give me a complete Expense Reimbursement request, or equivalent Check Request form. Thanks in advance. -M

How can I trigger a webhook (to trigger Make) when somebody uploads a new attachment to an attachment field?I can run a script to send the record ID to the webhook and then get the record data, but this would also include attachments that have been previously uploaded as well. I just want the latest attachment that has been uploaded.

Hello!I have an Airtable base that, weekly, has a script run that adds roughly 300-500 records. Airtable Automations then assigns a specific value to a record based on criteria. IF a record gets a checkmark based on the automation, it becomes visible within a specific view. Weekly this view is then downloaded and emailed to a few stakeholders.  I'm curious, does anyone know of a way to have a button that triggers an automation that will automatically download the CSV? Even better if it will send said CSV to those stakeholders. 

Hello and thank you for your help in advance,My question: I have my main table "Schedule" where we create all new appointments coming in. Now, I want to know how many appointments we actually created per day. Another words, how many new records created for a certain day. Do you think it is possible to create this automation and if yes, what are your thoughts about it.I was thinking of creating another new table where all the data would be collected, lets say the name for this new table is "Counter" where we have first field "Date" and then next field is the field for the actual number of new records for each given day.I have no idea how to calculate new records and input this date in some field.Any thoughts?

Hi everyone !I wanted to capitalize the first letter of every word in my "Address" field, but the automation for that doesn't seem to be working : I used the exact same automation with Modify > Uppercase and it worked perfectly, but Capitalize doesn't seem to do anything so far. Any ideas or tips ?Thank you ! 😁

Hi All,I tried to get feedback from ChatGPT but it steered me wrong. Lol. Long story short, I'm trying to create an automation whereby, when a checkbox in a given record's checkbox field is checked:A status field in the corresponding record is changed from "Upcoming" to "Initiated" (I assumed this was "Update Record"). Then, a pre-made form that I have created is automatically e-mailed to a recipient (whose e-mail is already rolled up/selected on another field) on the same record. Where I'm stumped is -- on the update record action, it keeps asking for a mandatory unique record ID, and I'd like this change to instead apply to any record for which a user checks a checkbox in the checkbox field, not just a single, identified record. Any thoughts? Am I doing this incorrectly?ChatGPT said Airtable has some kind of mapping feature that could help me, here, but I couldn't find it. 

KINDLY GUIDE  HOW TO SEND GMAIL EMAIL FROM AT , WITH PERSON NAME IN "TO"AS SEEMS EMAIL ID FIELD ALLOWS ONLY PURE EMAIL ID AND WE CAN NOT ADD NAME OF PSERONIN EMAIL FILED/COLUMN  TYPE E.G XYZ@ABC.COM IS GETTING ADDED BUT MR.XYZ <XYZ@ABC.COM> IS WHAT IS REQUIRED SOMAIL GOES WITH PEROSN NAME ADDED 

So I want to ask about the automation table,Let me first explain the structure of the tableso there are 2 tables namely [Users] & [Profile]User = management userProfile = each user has their own profileso I have a need when each user is added, it will also be added on the profile automation side, this is successful [Success]but how do I change my name from [Users] - Full name and auto update to [Profile] - Profile Name ?I have failed to auto update my profile name. Is there a way to do this auto update?

I've subscribed to the beta for the Send SMS automation action. Testing with myself and a few friends so far works well. But I'm going to use this soon on a trip where I'll need to send SMS to about 120 people (to let them know that an event's time has changed, etc.). And I'm wondering how to best to do it.Right now I've got a table with people and phone numbers in it. I added a field 'SMSMessage' to that table, and a trigger field. I write the message, then set the trigger field (to 'Send SMS'), and the automation runs, sends the text, then resets the trigger field to its resting state. The problem is, this works fine for ONE message. To send a bunch of messages, it's less convenient. On my computer, I can copy the message and paste into a bunch of messages; then copy the trigger value ('Send SMS') and paste that into the trigger field for the bunch of records. On computer, that's okay. But would be great to do this from phone, and it's not so good on the phone. 

I have a simple automation set up where once I move a record to a new column on a Kanban view, it sends an email letting us know that we need to review. However, it fails at the action step and says “Google reported an error while processing this action: Insufficient Permission”. Does anyone know how to fix this?

Goal:  Recreate many-to-many table links on synced records in the destination base based on csv text field of original source record idsContext:Have synced multiple related tables to another base (for reasons of access control, division of unrelated data. Overall syncing 6 of 25 tables to another base)Several of the links are many to manyI have added record_ID to the source tables, and created formula fields that arrayjoin the linked records into a csv (comma separated) text fieldI cannot use the primary name field because they are not uniqueI cannot use the update records directly because I do not have the new destination record IDs for that csv list of source record idsI cannot use the find records because it's not letting my search by each item.  This means that this problem would be trivial if I only had a 1 to many relationship and worked from the "1" side.Potential Solution areas:

Hey-I will spell this out as simply as I can!I've got 2 tables.Event RequestsHostsTable 1 has a linked field titled Possible HostsThe Possible Hosts field contains records that are automatically linked via automation. [the automation basically finds potential hosts for the event request based on certain criteria such as guest count, amenities, etc and the automation will then add those records as linked records] SO FAR SO GOOD! My question is: I'd like to now sort the linked records so that the records [aka Hosts] with the highest number of 5 star reviews show up first. We have that data point in the linked table of Hosts.  The reason why I need this is because we want to then automatically send the t

Dear community,This is my first time posting here but I would like a script that allows me to find > 100 records. Automations has a limit of 100. All the script needs to do is find all the records in my 'user' and update them as linked records in a column in the 'retention' table.Reason for this is that I want to calculate the retention of the user base, unfortunately I have 1300 records/users that I need to include all of them in this calculation. Does anyone have any experience with this?

Hello all.I have an order table with a status column and a dropdown list.When the status column has no defined values, it launches an automation that needs to run a script every 15 minutes that queries the status via API from a remote server.I need to properly parse the response from the server and write it to the status column.At the moment I can't figure out how to pull the json status from the response where the status of the request is and update the desired row.I will be very grateful for help. const shopid = 'b6e1835a-85a8-4f34-b445-d9d0934ffcec';let inputConfig = input.config();let orders = inputConfig.order

Hello,I'm looking to see if it's possible to pull data FROM Power BI into Airtable. A lot of info about Airtable data going into Power BI but not the other way around. Census seems to have an integration that would accomplish this. Any thoughts or other recommendations? -Bryan 

Hi I recently noticed that Airtable to Power BI link is not working effectively. Some of the columns are not visible. Has anyone else faced this problem before? Any ideas / thoughts / suggestions? @Bill_French 

I have an automation that finds matching records for me and I, in the next step, need to update these records by checking a checkbox (true). As there are two or more records found each time I presume that I need to run a script to achieve this. I'm a complete newbie to scripts; I have used readymade scripts, but never altered (other than to change name of table, view and/or field) or written one myself.  I have searched for an answer and even tested to modify found scripts with no luck. Could anyone help me with a script for this?Table name: PeopleCheckbox field name: Sync

Hi there,I am building a use case for airtable for my company, and this involves linking data collected via an airtable form to membership data which is held externally to airtable. I need to match the records from the form entries to those in the membership data and import the relevant membership number for each individual into a column in my airtable base. Is this possible? Do you have any advice on how best to implement this? Thank you! 

I think this may be a bug, but searching didn't reveal anything.When I have an existing description for an automation and want to edit it, the description field clears out, necessitating starting over again. Screenshots:That screenshot shows there is a description on this automation. Below you can see what happens when I click "Edit Description."Why it matters: It's very hard to view the complete automation title. We have many automations that do various versions of the same thing, so the description is very important.You can't select and highlight the description, so you basically have to start over when editing. The "Edit description" field also seems to be a single line text field, so it's almost impossible to see the full thing.Duplic

Hi there, I'm getting started with automations from my team.What I want to do :TRIGGER: when a record enters a view/table (let's say table A)ACTION: Find record: check if the record exists already in another table (table B)Conditional actions: - if it does, update the existing record in the table B- if it doesn't, create a new record in the table BFor now I have the following on my testing base: My issue lies on how to set up the conditional logic (basically to say "If the record is found, update this specific record).I have a testing error here and I'm not sure what is wrong.I've tried looking at

I have a table filled with applicants. I am trying to automate the process of sending rejection emails. My triggers are set to when a record matches a condition (particular stage and a checkbox is blank). I receive no errors while testing and can see all the matching records. Despite the automation being "on" it has not sent any emails. One thing to note is I had all the relevant applicants set to this stage before creating the automation but not sure if that makes a difference

Hello all,  I am new to airtable and I started struggling with a few things. For my Base is Financial Data setup and I also use Make integration that collects some financial data via HTTP reqest, parse data and send as update to airtable to existing fields.My table contains different fields some are $, some are Numbers format, some are timestamp and some are text. First problem i encounter is when Maker gets data, and wants to Update record it works fine but only if all is 1:1. It fails if some of the records in HTTP request are Blank, or have "-" or for example "NA".Problem i assume is because airtable field is set for Number and Make is sending update as Value=char/sign.The other field was expecting a timestamp but Make was sending blank value and that failed which is weird why it would. I suppose it should just skip value.2.This problem is regarding same issue but is very weird one.In my H

Apologies if this is not the right topic category for this. Our Airtable automations have been stuck “in progress” since around 1:00pm today and it’s pretty much halted our business operations. :frowning: However, it says “No incidents reported today” on https://status.airtable.com/. I submitted a bug report via Airtable’s “contact support” chat bot a couple hours ago. Not sure what else to do. Is there a better way to report “incidents” like this? The automatic email response I got for the bug report mentions live chat, but I can’t figure out how to access that on the Airtable interface. Thanks for your help!

I previously had this automation working but has for some reason stopped working. Although the file name is uploaded, the isn't actually anything in the image file. Process is click on the 'Process PSDs' button and this fires a webhook to make, which then uploads to s3.This is the script that runs on button click:// ---------------------------------------------------------------------------- // 🚨 STEP 1. 🚨 // Change 'Test' to the name of your table. let table = base.getTable('Pre Mock Prod (PB)'); // ---------------------------------------------------------------------------- // ---------------------------------------------------------------------------- // 🚨 STEP 2: 🚨 // Change the following url to your Zapier webhook. // To get a Zapier webhook, click the below link, then choose "Catch Hook" as the trigger event // https://zap