Automations

Hello, I currently have airtable tracking shipments that are scheduled to come back at a later time. I have to manually track all this. I have tried my hardest to find the method to make airtable do this automatically but i cannot figure it out. i have a status field and I would like the delivered date and due date to be automatically adjusted when i mark the status as “with client” I am trying to figure out how to make airtable select the delivered date on the day that I mark the order “with client” and add 10 days to the due date. could someone please help me . thanks

Hi, i have created 2 tables, one for houses (woningen) and the other one users. So the users have a profile with for example min and max what they want to pay for a house. So the house goes to a filter of all the users profile to not overwrite the user that is added to the field i am using a array aggrergator. because i want to send the users in a list to have multiple users instead of one that is overwritten but it gives me this error: BundleValidationError Validation failed for 3 parameter(s). Collection can’t be converted to text for parameter

Is there a script that will just pop up a quick message within an automation? When someone chooses a particular option from a single-select field, I just want a pop-up window with line of text to show on the screen. An email isn’t useful in this case. I need to remind them to link the record to another table if they choose this one option. It isn’t a one-to-one link, so the automation can’t do the linking for them (i.e. the update record automation won’t work.) And an email comes too late, in a different context, and I’d rather remind them to do it while they’re in the record, not have to go back after they check their email. The other idea I had was to have the automation open, or navigate to, the field. Can you “find” a record at a specific field?

I have a date/Time field I have a duration field I have a “Reminder time” field that calculates the Date field minus the duration What I can’t figure out is how to set the automation to trigger based on the Reminder time. being NOW .I prefer not creating a view that filters because I have too many views already so I am hoping I can do it based on “When records match condition” but NOW is not a parameter in the triggers.

I have a CONTACTS Table and a linked INTERACTIONS Table. I would like a button in the Contacts Field that creates (and opens for editing) a related record in the INTERACTIONS Table with the Contacts name and today’s date in the Date Field pre-populated. My assumption is I need to write a script and then have the button run the script. I know how to do the second part but don’t know how to write the script. Any help would be appreciated.

Hello, I have a two tables, in one I have a record of products and some of them have an “order” check. In the other table is the order to suppliers, with another check for when the order is placed. I need that when the Check of suppliers is set to Check, automatically the Check of “order” in the products table is deactivated. I try in the automation but it gives me error. What can this be due to?

I work with a cohort of independent trainers who offer in-person and only training. I have a column with my training courses listed. At the end of the training, I would like to send an evaluation form to my participants that displays the course and the trainers as listed in my airtable base. Is this possible with a url with fields attached?

A group has until 11:59 p.m. on Sunday to complete their tasks. I want to create an automation that sends an email on Mondays at 12:15 a.m., letting the entire team know which tasks were completed and which ones are outstanding. When I select “Monday” the trigger keeps displaying “Sunday.” If I turn “Sunday” off and select “Monday again,” it just adds a new “Sunday.” Can someone please explain what I need to do differently?

Everyday I have new data coming into a base. Each row will uniquely be assigned to a user. I have a User table with the email. The data needs to be emailed in a csv. I was thinking can do this in Python script, but there probably is an easier way. Trying to avoid additional costs. Thank you for the help

Hello all, Thanks for reading :slightly_smiling_face: I have a base with a table call « people » People has a Name, a email, a status. I am doing a automation that « whenever a status is change to ‘Send a Email’, Send a email with different status to update » When the status is changed to ‘Send a email’ a mail is send to the person with the current email : To : [Email] Hello [Name], How are you today ? I am happy I am ok I am sad I don’t know what should I do to update the different row, creating a page that use incoming webhooks from the email with the object id in get url parameter or talk to a Dev to do that using the API, or an other solution ? Thanks again for reading and for the help

I have a script below to trigger a webhook when a record enters a view. I need to pass two parameters (recordID and UserUuid). The problem: I get the error message “This expression is not callable. Type ‘string[]’ has no call signatures. (2349)" on the variable userUuid” The possible cause: because variable is Array<string> rather than just string, I need to reflect it in the below code. I got the script on the internet, so I kindly request if someone could let me know the change to apply in the code to make the array callable? Thank you so much let inputConfig = input.config(); // AIRTABLE REALTIME TRIGGER TEMPLATE let webhook = 'https://hook.us1.make.com/gks2o5k90h0f2fggmdy6u4uilamaegru' let queryParams = `/?id=${inputConfig.recordID}&user=${inputConfig.userUuid` const returnedPayload = await fetch(`${webhook}${queryParams}`);

The title pretty much says it. I’m thinking this would be simple for someone who knows JS, but I don’t. So I’m hoping someone can help me create this button. I’m trying to do this with a button field type and the scripting extension. I have a column where I put the JSON in plain text and I want to convert it to application/JSON and then copy it to clipboard. All with the same button. If you’re curious, I’m doing this so that I can store my webflow components, So I can have easy access when I want to reuse one.

Hi Airtable Community, I have an automation set up that finds records and emails the results. In addition, I have this automation set up to send the same results to a Slack channel, and everything is working well. However, the formatting in a Slack message leaves a lot to be desired. Whereas in an email, I can get a very nice “Grid” style result output, in Slack, my only option is “List” which is very difficult to read and make sense of compared to the “Grid” design. What would be nice is if the contents of the email (with the “Grid” style results) could be posted to a webpage (preferably behind Airtable authentication or another login) and I could post a “view this report in browser” link to Slack instead of that “List” style result message. Has anyone done this? Is there an extension for this? Thank you

When incorporating a % field into an email to be sent by an automation, it converts into a decimal in the email automation.

Hi all! I need help with something! We use timesheets on Airtable for our staff. For each activity, we add staff members and use an automation to notify them via email about their new shift. I would also like to find a way to notify them via email when they get removed from a shift. So here is what I would like to use : When record exit a view (i.e. the employee’s schedule), send an email OR When the name of an employee is removed from the ‘‘Ressource’’ field, send an email to that employee Best, David :slightly_smiling_face:

I have an automation that finds records that have not been validated for over 365, then email a notice asking the user to schedule a calendly appointment. I have an interface with a record picker and a button to trigger the notice. Trying to add an action to check my sent notice box and add the date and time it was sent to the Audit Notice Sent field. I cannot figure out how to get the automation to put the current date and time. Seems to only allow me to pull info from a field or use a static entry. Was thinking I could do with a formula for TODAY(), but not sure how to make this work. Any input would be greatly appreciated.

Hi all! Looking for some help with a script to use in an automation! Background Info: My company offers training classes to our clients and we have a base that houses two tables: 1. Training Master List This table is the Master List of attendees for all classes throughout the year. Includes fields like Client Name, ClientID, Training Completed Date, and Linked Record to Qualified Clients Table 2. Qualified Clients This table includes clients that are qualified to be featured on our list of preferred partners. Similar to the first table mentioned, this table includes fields like Client Name, Client ID, and Contact info. I’m looking to have an automation that runs a script every morning at 10AM. The script needs to loop through the ClientID field in each table looking for matches. If a record from the Training Master List Table has a ClientID that matches a ClientID from the Qualified Clients Table, I would like to link the Qualified Client Record in the Training Master List Table. I’ve

I’m trying to make an automation that sends an email to alert people when a task is almost due. The people have been selected in the record using a User field called ‘Responsible Person’. I kind of assumed that AirTable would know the email address (when you select a user, the email address can be seen from below their name), so I used the Responsible Person field in my automation for the ‘To’ parameter. This doesn’t seem to work though. It’s just bringing through their name, not their email address. Is there a way to extract their email address from their username. Either directly in the automation, or by adding another field? With a User field, you can set up notifications for when people are added to the field. So I just want to do something similar, but triggered when the due date is near.

Hey all, I am trying to update the Owner (type: User) of a record, when a status field is updated. However, I keep getting the error: Field “Owner” cannot accept the provided value: Could not find matching collaborator for string The automation is supposed to copy the value of the owner from a lookup field which basically holds the owner from a linked table. Please help.

Hi AT community, reaching out to get some help with an automation :slightly_smiling_face: I have a table that has records categorized by state (e.g. CA, OR) through a single-select field and I want to be able to build an automation that goes like: when records match this condition (a selection of states), then update the record and assign this other field to a specific region (e.g. Pacific Coast). That way, I can automatically have records be assigned a region based on the state of that record. I haven’t been able to properly do it through the automation but it seems like a use case that should be simple to build in with an automation… For reference, the issue I had was specifically on the second part of the automation – meaning I was able to identify records that matched the conditions I selected, but then I couldn’t figure out how to properly assign those to states without the automation giving me an error. Any suggestions on how to go about it? Thanks so much!

I have a field that should be one of 4 items. But because my automations are messed up - mainly from zapier parser - they gave me more data than they should. It’s supposed to take a name, not the whole paragraph. Is there a way that I can make a formula, to say "if the field contains , just output mary, and delete the rest?

Is there a way to get a time and date stamp on when the time tracker app was started and was stopped? Specifically I want to track what day I worked on what and how long. So on Tuesday I did invoices for 3 hours but on Wednesday I only worked on them for an hour. And last week I worked on invoices 5 hours in total but this week I only worked on them for 2 hours. I know the example above will require multiple functions, but I am stuck on getting a start and stop time linked to a task and date that is not dynamic and won’t change every time I work on that task again. I’m not sure if that makes sense.

I have two synced tables (team 1, and team 2) pulling in dev tickets from different teams. They have the same data points. I’ve created a third table (Joined Table) so that when a new ticket is added via the synced table it pulls it in so I have a merged view of both synced tables (essentially all tickets from both teams in one table). Using an automation. All fine. When the fields status and/or priority in the tickets in the synced tables (team 1 & team 2) I have created an automation that updates the record in the third Joined Table. This doesn’t work and I don’t understand why. This is screenshot of the joined-up table and Team 1 tables: This is the config for the automation. I have tried changing the Record ID field in the action configuration from ‘Issue Key’ to ‘Airtable Record ID’ but no luck. What am I doing wrong here?

Hi, In my quest to automate some off-boarding tasks I have had a hard time understanding how to do what I assume is a simple copy-paste. What I am trying to do is pull a set of pre-defined records from table C, into table B when I update a field in table A. Are there any wizards out there that can help before I bang my head another 100 times?! Setup: Table A contains user records ready for triage. Table B contains assigned tasks for the employee leaving. Grouped by that employee that is leaving. Table C contains all the tasks that are available to be assigned. Workflow: Currently there are two types of off boarding - Software and Software + Tech. When Table A is populated with an employee that is leaving the company, we triage whether it’s someone with only software access (Software) or someone that has software access and hardware like a computer or mobile device (Software + Tech). What I would like to be automated is when the off-boarding type is updated with either Software or Softw

Hi - I’m brand new to Airtable and am building a capacity tracker/task tracker for my team. In my capacity tracker table, individual team members are assigned an “at capacity” or “available” marker based on a formula that is triggered by the number of tasks they are linked to in the task tracker table. When a task is marked complete in my task tracker table, I want it to disappear from the column/rows it is linked to in the capacity table, so a team member’s capacity level is always accurate. I hope that makes sense. Is it possible to do this with an automation? I’ve been perusing the forums but can’t find anything that is super clear. Thanks!