Automations

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 th

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 in

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 easil

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

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 t

Hello! I am trying to automate our content planner on Airtable to post on our Facebook page. All steps work fine except the “Facebook pages: create a new post” part which shows the tests fail --> see screenshot I followed all the steps advised in this article: https://blog.airtable.com/automation-recipe-publishing-twitter/ I linked the message to the “caption” (long text) part of our table to “message” and the “asset” (attachment) in our table to "attachments. --> see screenshot Can anyone tell what is wrong? Thank you in advance!

the roll-up value consists of the image filename[image. jpg] and lmagelink[domain. com/image.jpg] now I want to create copy value that has an attachment-type column.@ScottWorld and @kuovonne I'm a fan of you guys! or maybe someone knows the answer. Thanks!

Hello everyone! Right now we have a shared Excel document with an external person. When he has completed a task he will fill a row in the Excel sheet. We want this to be made in Airtable instead. Is that possible? I thought about creating a Form, but would it be possible to only use 1 Form for every new Record that needs to be made? Or is there a better alternative?Thanks in advance!

Hi all. I did a bit of searching on the site but seems like people use different ways to solve this. Now in the fall of 2022, what would be the best way to create custom post types in wordpress from airtable records? We run a real estate agency and add a ton of listings into our airtable ever day. Our listing website is on wordpress. Having to not add the same info twice would be a huge time saver for us. Plus adding data to airtable is quicker than wordpress. Thanks in advance!

Hi there!I am looking to automate a reminder to do a weekly quiz for my team. I want to find any missing records based on the submitted forms from that week and the overall list of the team members, then send a slack reminder to the non-submitters. I was going to have it trigger on a consistent time every week but got stuck finding which records would be missing from a list. Thanks in advance!

Hello everyone, I am trying to automate project numbers in Airtable. For this year I have used autocount to get a rising number of project IDs. My problem now is that for every new year, I want to reset this count. So for example the last project in 2022 had the ID 22-105 and the first one for this year should be 23-001.My logic for this function wasIf [previous_record_date_year] == [current_record_date_year] {   [current_record_number] = [previous_record_number] +1} else {   [current_record_number] = 1}Is there a way to implement it that way or am I thinking too lazy?

I created an automation that, when a new Outlook email is received, creates a new record in Airtable. If there are attachments in the email, how can I automatically import them to an Attachment field in Airtable? Thanks!

I am trying to create an automation that is triggered when a record within a table created or updated? Is it possible to cover both creates and updates with a single trigger?

Hi, I have three tables : - students - challenges - attachments There is a form that allow students to submit challenges in the table attachments. When I receive a challenge submitted by a student, I review it and if it is correct, I manually link the challenge from the table challenges to the row challenges done in the table students. Here are screenshots for an exemple. In this example, student 1 submitted challenge ex3 and it was correct so I added ex3 to the list of challenges done by student 1 in the table students. Attachments : Challenges :

Hi, I need some help in creating an automation. My goal is when I create a new record in my Projects tab, it automatically adds today's date in the "Date Created" column. I've been looking into using an update record automation or a TODAY() formula, but I can't seem to get it to work. Any help appreciated!

Hello! I have read some forum posts about sending emails with images embedded, but I can't seem to get it to work. I have tried<img src="https://uploads-ssl.webflow.com/628cd622b5f08a77e670bc2d/63b83af885c7d8b02f984929_Artboard%201%20copy%202.svg" >And I have tried the markdown The above generates the image on preview but does not render live and the latter just creates a link.  Anyone have any tips? Thank you!