Automations

I may be having a particularly dense day here, however am not understanding how to automate the following situation:I have four workflow records for each project in a table. There are multiple projects in the table. The workflow records are, in order "project name" Define, "project name" Design, "Project Name" Build and "Project Name" Test.  Each has a status of "Not Started", "In Progress" or "Done".  What I want to do is, based on the trigger of the status changing from "In Progress" to "Done" in one task, set the status in the subsequent task to "In Progress".  I can select the trigger record without a problem, but how can I move to the next record in the sequence?

Hello,I am relatively new to Airtable and had a question about Automations. I set up a research table that I want to add records with Name field and URL field. I want the name field to auto-populate the link's page title when I paste the URL in whenever I create or update a record. Any idea how this can be done? 

Hi Folks, I’m having a problem with an automation that I built. Initially it worked but now it doesn’t. Essentially what I’m trying to do is this: the trigger is a new record creation in 'Table C" Then we work to update a field in “Table B” using the linked id of a lookup field from 'Table C". Then in the field area I simply try to create a simple subtraction formula: Current balance - amount But I keep getting this error! (screenshot attached) Any idea what could be happening?

This new Airtable Community Forum SUCKS so much and I cannot type it without harassing the keyboard caps key at the same time. Why on earth did Airtable switch from the old community board. If it ain't broken don't fix it. This is difficult to you, boxy, hard to find things. Is it only me having the incident notification window on the left and doesn't go away, it stays stubbornly there even after try to close. I really miss the old forums, I don't think i will come here very often anymore because this board is user unfriendly.Anyhow...My question was about Selenium. I am looking to populate text from Airtable into another web-form like commercial site and I need to enter text and upload pictures. The main challenges:1) how to get Selenium access data in Airtable and always take the next line (next record) of data2) how to upload image to the 3rd party form (I can't past URL from Airtable documents, it will have to be upload from computer but maybe there is a way to transload the images

I have an automation where an email is triggered when a new record is added. However, the emails are generic and only says: "A new item has been created in the XXX job log"How can I get this email to say what the exact record title is? I have looked everywhere and I cannot figure this one out. Any help is appreciated... I am sure it is something simple. Thank you.

I'm wondering why Airtable is saying that I can't run a script on my current plan when I am on a trial period of the Pro plan. I'm really hoping to see if paying for the pro plan is worth it for my organization. Thanks for any help!

Hey All,I'm trying to create an automation whereby, when a user checks the green "flag" checkbox for a given "Adjustment" in the "All Adjustments" table, it triggers the creation of what you see under the  "Analysis by Division" field in the Analysis Table. That is, for a given checkboxed "Adjustment" (listed in All Adjustments Table) like "Seat Molding," "Touch ID Seat Adjustment," "Heated Massage," "Meal Reheater/Composter" or "Retractable Covid Seat Screen," I'd like Airtable to automate the concatenated formula (as shown under "Analysis by Division,") pairing every one of the 17 "Team Divisions" that I have posted in the list of Team Divisions (which I have rolled up into the "Analysis" table) with the "Item Being Analyzed," which is basically a roll-up of the same checkboxed "Adjustment" from the All Adjustments Table. I was trying to automate this from the click of the checkbox in "All Adjustments" and spit out 17 concatenated records in the "Analysis" ta

I want to automate copying data from one field to another field in a different table.The Assets table has three fields:Asset NameNotesURL (where the asset is saved) Whenever a new asset is created, the user enters information into a form that creates a  new record in the Assets table. So, the data might look like this:Asset Name: BananasNotes: Used in the XYZ projectURL: URL link 001When an existing asset is changed, the user enters that information into a form that creates a new record in the Assets Update table:Asset Name: Bananas (from linked record in Assets)Notes: Second paragraph was revised and corrections made in third paragraph.URL: URL link 002Upon the creation of the new Assets Update record, the new URL value should be copied to (and overwrite) the URL value in the Assets table for that asset (based on its  Record_ID,  I think). No other data needs to be copied to the Assets table.I'm using a form submission as a trigger. Then, the action is Update Recor

Hi All,I'm wondering if there is a way to get an automation's name from within the automation.I'm working on a better error handling system for collaborative bases. When automations fail, they currently only send a notification to a single user - the person who turned the automation on or updated it last. I need multiple people to be informed in a non-arbitrary way should any one of the developers be out. I currently have something that looks like this:  output.set("update_status","success"); let buildErrMsg = function(automationName, description, name ){ let msg = description + " in " + automationName + ".\n\n" + "Failed with error: " + name return(msg) } try{ await table.updateRecordsAsync(recordsToUpdate) }catch(err){ err.description = "Issue with updateRecordsAsync"; err.automationName = "My Automation" let msg = buildErrMsg(err.automationName,err.description, err.name) output.set("update_status",msg); }  The output variable

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'm wondering if

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:create "an array" accepted format of items in a formula fieldconvert csv text into an array

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 top five Possible Hosts [based on number of 5 star reviews located in the field titled Host Score] to the guest via automation so that they can choose from the best hosts. There will be times when there are dozens of linked records from the 

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; let table = base.getTable('Orders'); let id = inputConfig.record;const options = {    method: 'POST',    headers: {    'Accept': 'application/json',    'User-Agent': 'Airt

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