Automations

Hi, When my customer account becomes “cancelled”, we want to set the “cancellation date” automatically, how can I acheive this?

Hello, I try to embed a Google sheet Graphic into my base but found no solution by now. As you may know, Google sheet allow to publish the charts created within a google sheet ( Save or publish your chart - Computer - Google Docs Editors Help The fact is that I want to embed those charts into my airtable base because they are updates instantly and it could be a good way to keep up to date information into my base. Do you know a way to do that ? Thank you in advance for any hint ! Will

Hello, I apologise in advance for my simplistic coding effort. It has been 40 years since I dabbled in Visual Pascal and PHP :slightly_smiling_face: I am writing an update script for use via Airtable web form submitted updates. The record created in the update table is polled by the script and only the completed fields in the update record, ie only fields that were filled in on the web form, are updated in the original record, contained in a separate (original) table. A series of “if-then-else” statements determine which fields in the original record require updating and an array named fieldsArray, containing the field name and the associated field value for each field that requires updating, is constructed. The recordID of the original record (that is to be updated) is passed to the script via inputConfig and I construct an updateRecordAsync() function using that recordID and the fieldsArray. My problem is that I cannot work out how to construct the updateRecordAsync() function

Hey guys, Pardon the crazy title - I love AirTable but I am really confused as to why I can’t get an email reminder for my call backs every morning. Let me explain - I have a table called ‘Tasks’ where I can put in call backs and set the date and time for when I want the call back to happen - I then have a View called ‘Today’s Tasks’ - I’ve created an automation which takes every task from Today’s Tasks and emails it to me in the morning - so I know who I have to follow up - makes sense right? Here’s the problem though - for some reason my automated email sends me tasks from… yesterday! Like wut? Here’s one example I got this morning: Notice Andrew Carter’s call back date is the 12th October but it gets sent on the 13th (one day late). I just went and ran the automation manually and when I do I get the correct details of people: I just want th epeople in “Today’s Tasks” - TODAY - to be emailed to me every morning… and I just don’t understand why this is so difficult… I’m trying to fi

I have an automation that creates a google calendar entry from my AirTable calendar. What I can’t figure out is how to automate sending a calendar invite to the other attendees. I have fields in my AirTable calendar with their names and email addresses and added their email addresses to the Attendee field in the “Google Calendar: Create Event” automation but the recipients are not receiving an invite. What am I missing? I just noticed this that says:“Don’t send event notifications” but I don’t see a way to change it.

Been doing a fair amount of searching but have not come up with quite the answer I’m hoping is out there. I have a base with a couple tables to manage Inventory, ordering, receiving, etc. For now I’m mostly concerns with the ordering. Table 1 is inventory, a list of items we have ordered and/or create a new line for when we add something new ie we have shovels, gloves, bolts, nails and if I were to place an order for some 2x4s, I could add the line Table 2 is the Purchase Order list, with each PO getting a Unique ID that is the purchaser’s initials followed by an autonumber. This has a linked record to the vendors table and a multiple linked record field to the line item detail table. All POs are linked to one vendor and possibly lots of line items. Table 3 is line item detail. This links line items to a particular PO and also links the inventory item to the line item (this allows we to order 100 nails 5 different times on 5 different POs and increase the inventory qty up to 500). All

I have a problem that i can put a hyperlinked text in an airtable table. But when I put the data in the email, the link appears without the text I put (“Developper Java”), does anyone know how to fix this?

My company currently emails users in batches of hundreds, and we’ve now grown to the point where we’re concerned about contacting the same people too frequently. Any thoughts on how I could use Airtable to address this issue? Thanks so much!

I keep getting the “Microsoft reported an error while processing this action: Id is malformed” error. I tried creating an autonumber field called “Event ID” that I reference in the Event ID automation field. Is this an ID I have to manually enter from a source? Thanks

Hi there, I know this question had been discussed several times, but I still couldn’t find a sufficient answer. So, I have a form that collects client’s images that have names, ex clientimage.jpg I want to rename the attachment so that name will include info from different fields. For example jobID_copies_clientname_originalname.jpg where jobID,copies,clientname are fields. and the result would be 6280_500_John_clientimage.jpg Note. I have only one attachment in attachment field. How this can be done?

Hello, I am still learning about airtable and currently developing a base with different tables. My objectives are as follows; -Link contractors with projects -done through sync with source base which hosts the projects. -Assign projects to contractors one project at a time-once a project is completed, the contractor should be available for reassignment and previous project assignment should be removed in their profile-This has been achieved partly, pending the part of deleting previous assigned project and transfering that to another field for reporting purposes(i.e if at any given time i want to see the number of projects executed by a specific contractor.) -Once the contracter has been assigned a project, the contractor should not be available for any other assignment until the current assignment is completed-this has been done partialy, when project status is started, contractor status changes to engaged and to available when project status changes to executed. However, am not able

Hi! I would greatly appreciate any help. I am trying to build an automation where I send an email to myself when a client’s contract is about to end. I want to include information like what the client previously paid for and how long their previous contract is in the email. This information is in a table where each record is a separate client and the length of previous contract & program type are both columns of single select fields. For some reason, when I try to add the value in the field to my automation it shows up as blank, but when I change the field type to “multiple select” I am able to select the data in the field. Why is this happening? Image below, where you can see for some fields data is populated, but for others there is no data even though the field is filled in on the table.

Hi everyone, I’m using Airtable as the intermediary between Mailerlite and Asana. I have a couple of forms on the website I’m working on. When someone completes a form they’re searched for (and added if a new sub.) to an Airtable base, which then logs on my sales funnel in Asana. I would like, if possible, to assign which website form(s) that user completed on my Airtable base. My first thought was be to use a multiple select field in Airtable but I can’t find a way to assign these through Zapier. First, is this possible? If so, can anyone explain to me in layman’s terms how to do it. If not, has anybody done anything like this before and can share workarounds? Thanks, Gary

Hey there, I have a setup where you submit a form in one table, which includes a linked field to a products table, where the users can add one or more selections (in this case, the products they’re associated with). An automation copies the new entry, if a particular other field was filled out, to another table that also has a linked field to that same products table. What’s weird is that it works fine if the user only chooses one product in the form, but with more than one it throws an error “Field “Product” cannot accept the provided value: Cannot modify a computed field.” What’s also strange is I don’t actually have a field or table named “Product” - they’re all “Products” - thoughts are appreciated!

Hi everyone, As you can see, there is an error message I have received while testing conditions in the Automation. Can you please tell me why I am receiving this error? Thank you so much, Looking forward to your reply.

Has anyone else run into this? I have several automations set up on my base, and a week or two ago some of the automations using the Run a script action started randomly failing with the error message An unknown error occurred. When I look at the log, it just says ERROR: There was an unexpected error while executing your script. I haven’t found any way to fix it aside from just re-triggering the automation on whatever records weren’t processed.

Hi, I am trying the same with a gmail automation sending an email. And the error message “Google reported an error while processing this action: Precondition check failed.” appears and the automation doesn’t work. Can you help? Thanks

I’m building an automation to send emails to people if their record meets certain conditions, but am getting this error when I try to run the automation: Google reported an error while processing this action: Request had insufficient authentication scopes. Has anyone experienced this before? Suggestions or solutions? Thank you!

We have an automation that sends a slack reminder out to people who haven’t checked in that day. It works well, but is limited to <10 recipients. When we have >10 people who have forgotten to do their status update, though, the automation fails. What would be the best way to break up that action? Our automation is currently… 1 - at a scheduled time trigger 2 - Find records based on view of people who have not checked in 3 - If recordcount>0, send slack notification using dynamic data from step 2 Do I break up the data in step 2 if >10? Loop? What would be best?

I’ve created one automation that generates an Outlook Calendar Event when I add a record to a specific view in Airtable. Now, I want another automation to run that is triggered by someone submitting a form to register for that same Event as defined in the previous automation. However, this doesn’t seem to be possible because the Event ID is unobtainable for use any automation other than the one that creates it in the first place. I tried to write the value from the original Create Event automation to a field in the Airtable record that defined it in the hopes that I could retrieve this value in the second automation, but it is invalid (not a genuine Outlook token). Furthermore, I cannot add a list of people to initial Create Event Automation through the Find Records Action because this feature does not provide any way to retrieve and use any of those records other than as a Grid or List, which are useless. Any help as to whether creating or updating calendar events has any use across

Hi there, I’m trying to figure out how (if ?) it’s possible to call a REST webservice when a form is submitted ; I just need to get my webservice called with the data submitted, and I couldn’t find anything related to that in the documentation / forum. There are several “actions”, but none that would be practical to use Do you guys know how to get notified when a form is submitted ? Thanks

I need to automate duplicating records in Table B based on records in Table A maybe a script? The idea is a school database, I need to pre-generate attendance records with a date and have teachers simply click on "Present’ or ‘Absent’ field.

We are a charity that supports schools in another country and have a base with records for children who are sponsored by people from the wider community. We want to send details from the individual records to the sponsors. We have done this in the past by downloading and mail merging but this requires the photos of the students to be individually downloaded and pasted. Is anyone aware of a better way to do this? Thanks, Roger

I am having a bit of an issue because right now I have an automation that takes that takes the URL from the image as a formula and when the automation is run, puts the image url in the attachments field of another table. Right now this works great, however, I know that Airtable has an update to the attachment field coming soon that will make those links expire every 3 hours. Is there a way to have an automation take an image and put it in an attachment field other than with the link method I am currently using, so it will not impact me after Airtables Attachment update comes out? Thanks in advance for your help!

Hi! We currently have various order forms in Airtable. What we are trying to do is have all forms, when filled out, sent to one email. Besides, for one form should be sent to a different Email. What we have now is that all forms when submitted go to the same place. We are trying to change that. If anyone can assist us on this matter we would greatly appreciate it. Awaiting your reply, Thanks!