Automations

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!

Hi folks! I'm trying to create a Base that tracks all the calendar entries in a shared Google Calendar, and then every week (or so), archives all the new entries in the Calendar Sync table into a separate "Archive Table". The first part is easy, I have our AT Base syncing with the correct Google Calendar we need and pulling all the info down into AT. The second part is where I'm running into problems. Because our Google Calendar policy deletes everything older than several (I believe 3) years - I need to find a way to archive that information separate from the sync table (since when things delete in Google Calendar, they'll also delete in the synced table).I also don't want to have it automatically pull new entries anytime a change is made to the Synced Calendar table - as we're likely to adjust the entries multiple times and/or delete and add new versions based on our needs - so if I have it automate pulling every entry

Hello, I have an automation where it creates a record if certain parameters are made. However, I do not want it to create a record if it's already there. Here's a video for more context: https://komododecks.com/recordings/fOQVUaV5AMpx41gc149W

Hello AT community, I create a trigger to email relevant parties when a record’s date is overdue but can’t seem to find how I can make the trigger repeat daily - that is, as long as the overdue date is unchanged and remains before today, I’d like to continue receiving email notifications on a daily basis. Your help would be greatly appreciated. Big thanks, Roy

Hi, I am looking to build a script that will allow me to run a large find and replace on Airtable en masse so I do not need to do each one individually. I have a list of around 137 words, they are sectors, that I would like to replace with broader sector categories or something along those lines.For example, Film > Entertainment or Media & Healthcare Products > Healthcare. The sector on the left is what I would like to find and the category on the left is what I would like to replace. Does anyone have a script like this to hand where i can replace the find and replace words, or please could someone help me in creating this code. Thanks

How can I add a “like no like” button to an Airtable automations mail, so I get feed back in an Airtable table? Something like this:

Hi Airtable Folks!I've created an automation to create a weekly agenda for our marketing team using the Airtable automation feature to create a new Google Docs when triggered. My question - Is there anyway to format this to look a bit nicer? Currently the tables/record headings display as thick black bars, and the font size is all 11 - I'd prefer it smaller! Also is there a way to change the column sizes? Kind Regards,Nicola