Automations

Hi,I am working on a base pulls the information to page design, that we use to run meetings. Because of the way page design works, I had to create a field that links to the same record.What I am trying to do is to automate this part, where if a new record is created, it automatically self-links in the self-linked field.Would that be possible?ThanksAna

I am in the process of rolling out AT for Software Deployment Projects that I manage for about 6 different people.We have a Projects Table, Tasks Table and a Team Listing Table. When the tasks are created, we have to manually assign the Engineer to each task, when its always going to be the same engineer doing every task for that specific project. The Engineer is a linked field from the Team Listings field. Theres also a Rollup field that captures this information.I would also love to do the same for other fields as well, like a CRM Case number field that is the same for each task. I would also love the ability to click one button, and complete all subtasks (Long Text with RTF field formatted with checklist items)I have a script that was written for us during implementation that creates the tasks already, if that would be helpful.Thanks!Shawn 

Hi, I have an organizations table and a contacts table.Every time a contact gets updated with different organization name under the contacts table - I need the organizations table to update its synced field with the contacts name, but i need the automation to update the organization table with more than 1 contact record in the synced field, Is this possible?

It has been a long time since the promise and reality of a product is so far apart. I am a fan of Airtable until you have to do any meaningful reporting or distribution of data. Charting is worthless, even using vega-lite, a great tool in full form is turned into a hollow shell with "lite." Charts and Reports from Data Fetcher is much better but cannot put Data Fetcher on an "Interfaces" dashboard, so it becomes less useful. This leaves me with PowerBI queries or Google Automation, both are fine but just another place to have to do work.Then I found automations that can create a Google doc or an Outlook email. I thought my day was going to immediately get better. Then I find that product is about 20% complete. For example, if you want to report on a Activities table that has a link to a Customer to use as a subject like "Status report as of [date] for [Customer/Project], the automation adds the customer name to the subject line for as many records as in Activities. Not to mention, you

Hi everyone. I am new"ish" to Airtable and have very basic understanding of coding.I am trying to doing up a paycheck budget. My primary table calculates income vs expense for the 2023 paychecks so one can organize paying expenses at the time they are due instead of putting away a % each cheque. However, I cannot get the balance from the last pay check (record 1 field 8 lets say) and add as income to the next paycheck in the pay period (record 2, field 3) and repeat. It is so simple in Excel but for visualization and organization I'd prefer to stay with Airtable. Any help would be greatly appreciated.

Hello everyone, i have a set of tasks that once a lead moved from one stage to another those tasks should be created. The set of tasks already listed in a Table called "Tasks Reference", content of the table as below:Linked with another table called "Tasks Stages Reference", content of table as below:"Tasks Stages Reference" this table is have all possible stages that the lead can go through.I also built a junction table that will have the tasks that will be created for any lead, called "To Do's", as below:Here's the script:let inputVariables = input.config() let lead = inputVariables.leadName let stage = inputVariables.stageName let leadTrackingT = base.getTable('Lead Tracking'); let tasksT = base.getTable("To Do's"); let stagesTemplateT = base.getTable('Tasks Stages Reference'); let stageTasks = []; if (stage) { for (let task of stage.getCellValue('Tasks Reference')) { stageTasks.push( { fields: { 'Task': task.name, 'Lead': [ {

Hi guys! Recently I have run out of my 50000 automation runs limit. I can see that the last successful automation ran on January 2nd. Does that mean I need to wait until February 2nd for the counter to be reset? Does anybody know any details on the matter?Thanks in advance for the info.Andrey

I'm creating an automation in Airtable where the info from each stripe payment comes though. The price comes in without decimals, so I thought it would be easy to add a conditional action that is there isn't a '.' in the dynamic object I could just add it within the automation, but ... its seems to be out of my comfort zone.Is there a Script that someone has to do this?  or another workaround?

Hello everyone,I am currently discovering Airtable and trying to familiarize myself with all its features! Today, I am trying to update a date field when a select field is changed (example: Sending status -> sent, I want the date field to be updated with the sending date) but I can't find a solution, neither through scripting nor automation.Can you please point me towards a resource or any relevant information so that I can figure out how to do this?Thanks for your help ! 

We have 2 tables Students + Tutors, within the Students table each student has a status set to 'Active' or 'Withdrawn' and also the tutor that Student has been assigned.Within the Tutor table, we currently just have 1 field displaying all of the Students for that Tutor, but we would like to automatically filter these with Automations when the student status is changed to show in separate columns if they are active or withdrawn (in the student table) Please see the below screenshot of the current setup I have setup an automation to do the above by running it if the student record is changed, we add that student to the correct column in the above screenshot. This works, but it currently overrides any data which is currently in the field, so I created an additional step in the automation 'Find records' to add before the new entry.However, I cannot seem to get this to work, I keep getting a permission error - please see attached screenshotDoes anyone have any idea why this is happenin

Hey, I’m working on a project management base were each ‘project’ has a series of associated ‘tasks’ that are populated upon the creation of each project. We’re a civil engineering company so each ‘project’ has 178 associated tasks. I’ve created a standalone record for each step, and want to automate 178 new records to a third table and then link the newly made project to each of those records. I think scripts are the only way to do this. Does anyone have some advice? Thanks!

Hi, I hope someone can help.I have an automation where Trigger:When a record is updated - Episode number fieldActions:update - property field code with 'property field' (property field code text needed for next action)Find record - (in another table) where episode number = episode number and property field code = property field codeconditional actions:if matching record in the other table is found:update link field with matching recordif no matching record found:send a slack messageotherwise if no conditions are met - no actions runSo, this automation is running great, when the initial record's episode number is updated it's linking the record from the other table nicely.However, when the episode number was deleted from a record, the automation run failed at the Find Record action. Why is this run 'failing' rather than just running as the second conditional action - no record found (ideally like: episode number is empty = then no record found) is my question? Thanks! &nb

I had this working before, and someone messed with my automations. Searched but not finding the answer.I have two fields: Start, End.When a form is submitted, the automation is supposed to create a Google Calendar event with those times and I have those fields in the automation. The fields are configured as CST. However, the automation defaults to what I assume is GMT.Can someone help with the syntax of how to adjust the time in the automation configuration?

Hi Everyone, Here is my need. There are five related tables in my database: People, Organizations, Events...Ideally, I would like to fill out only ONE form that would populate all 5 tables at once. Currently, I need to fill out 5 forms in parallel which is very time consuming.  Any idea? Thanks, Thanks!   

Hello all, I have two tables.MONTHS : https://airtable.com/shrkKQn1rwn5BcjksDAYS: https://airtable.com/shraNAmopa2LDZQxVIs there any way to make automation that each time I change manually the date of a record in DAYS table, it changes the field MONTHS wich is a link to the MONTHS table?i.e.: When the date is 12/01/2023 (European) it must be linked to the "23/01" record in MONTHS table, and if I change manually this date to 12/02/2023, the automation should change the link to the "23/02"  record.Thanks 

Hello, I'm in need of a script to circumvent the 100 found records limit.Here is my use case:I have a database of 2k records updated on a weekly basis.The user can setup and save complex filters (what I call alerts) to get a weekly email with new records.My automation searches in the [aides] table for records matching the criterias for the [alerte] record.It then links the relevant [aides] records to the [alerte]My issue is that it can only find 100, and I don't know how to do a script to replace the find records step.Thank you very much for your help.Cheers,Joachim

It is nice to be back to this community after a long absence!I am creating an automation that triggers when a form is submitted.  This form has a link field where the user selects to link a number of records.  I use a Find Records action to pull information from those linked records.  I then use a List of Records element to add linked records info in the body of an email action that is sent to the user.I am not very hopeful but maybe the community has some ideas:  Is it possible to format the output of List of Records at all?  I would like to replace long urls from url fields like when using markdown [link](url) but it doesn't seem possible, or at least guarantee the url is added to the email as a hyperlink and not text.  I wish I could also edit things like padding of labels and values,  labels in same line as values, displaying single select values without the bubble, add a border around individual records, things like that.  Try

I have designed a webform from which I want to populate 2 tables - Families and Individuals. The webform could potentially capture up to 15 individuals. My Automation looks like this: I don’t want the second conditional action to be “otherwise” - I want it to be “and” Can I do this? If so, how? Thanks Bob

This is a messy question i agree... let me rephrase it:I got 2 sheets: Sheet A , Sheet BIn Sheet A there is one field called MONEY(all kinds of money record) and one field called USER (somebody's nickname like P or M or E)What I'd like to archive is in Sheet B's field named NOTE, it can automatically look up in SheetA's MONEY and sum every data if it's field USER is P.Basically it can be done by one link field, one lookup field and a roll up field, but need to update manually if anyone add anything in the data source sheet (SheetA)I guess my question is that is there any way to do that automatically like in excel? Which can be done easily by using the count if() and sum() functions.

Hi AllI am looking to create an email automation where an email is sent out 30 minutes before the schedule meeting time. I have created a Date field that displays the date and time and named it Meeting Time. I'd like the email to be sent out 30 minutes before the Meeting Time. So far I have set up the automation to trigger when the record is updated and set the conditions as if Meeting time is Today but I don't know how to set a condition for the time. Is this possible? 

Hi Airtable community, I have a Airtable CRM base that stores contact records. I input additional contact records into this base from a variety of other platforms via Make/Integromat, such as Mailchimp, WooCommerce, WordPress, Google Sheets, etc.An example automation workflow in Make/Integromat would look like this:Step 1: New contact record (via a new row) in Google Sheets >Step 2: Search Airtable (contact) record (by searching a contact's email) >Step 3: Upsert Airtable (contact record)In other words, "upsert Airtable contact record" means if the Airtable contact record's email field matches from Step 2 (search contact by email), then update the record. If Airtable does not have a contact record with the email from G.Sheets, create new record.This automation works great, but the problem is if a contact record already exists in Airtable, but that person enters a different email from their pre-existing email in Airtable, a new Airtable contact record will get created. For ex

Hey,Im currently working on a resource planning tool and im struggeling to make it work like intended.The way it works is, im creating some jobs with a resource linked and a start and end date.What i want is a script to check every new record and if the dateinterval is overlapping several workweeks(Monday-friday) it's splitting the record into several other records with same resource and name but date is a maximum of 5 days inside the same workweek.E.g. record "job1" with start date 15 december 2022 and end date 22 december 2022 with resource George is split into:Record "job2" start= 15 december 2022, end = 16 decemberRecord "job3" start=19 december 2022, end = 22 december"job1" is supposed to be deleted then.If someone could send me in the right direction, i would be grateful!

Beginning help needed with writing a script using a Webhook with Integromat. The first part of the script I’ve got, taking that from other community posts: let url = "https://hook.integromat.com/xxxxxxxxxxxxxxx?updateInfo="; let inputConfig = input.config(); And Airtable allows for creation of input variables, which I’ve got three: cuID companahID status So there needs to be one more line in the script, which spends the variables to the webhook URL - but I don’t know how to write that code. I think it begins like this… await fetch(url + config.updateInfo What comes after that?

Hey guys, so I have figured out how to auto create tasks when I duplicate a project. However when I duplicate a project (because I need to be duplicating theres a lot of other info that needs to carry over) the tasks linked to the original project are linked to the OG project and the new one. The new project tasks are only linked to the new project. Does anyone know how to set an automation to have the tasks from the original project not link to the new/duplicated project? I've tired "Update Record" but I honestly can't get it to work, probably because I'm new to airtable.

I'm building a project calendar that has dates that can be adjusted by the user, so all the records in the table are events for the calendar, with their date in a "target date" date field. The project also has a due date that's supplied by another team, so even though it has to be entered in the "target dates" field to show up on the calendar, the user shouldn't be able to edit it and it should always match the date we get from the other team.I get the due date from a lookup field, and then I have a formula field that returns the due date (the formula also calculates when the other events are supposed to happen). To make the other dates, not the due date, adjustable, I use an automation to copy the formula result into the "target date".So then to make sure that the "target date" for the due date event matches the supplied due date, I was thinking I'd make another automation that compares the "target date" and the formula date, and if they aren't the same, update the target date to