Automations

Hi all! Hoping you can help me with something. Context- I need to be able to load a template via an interface (therefore, can't set up a button to do it). There is a handy little extension in Airtable called "Create records for multiple templates" that basically sets up a script for you to achieve this. However, because I need to move this into an automation, and the automation action "run a script" can't communicate with the extensions dashboard, I need to convert the dashboard script to work for automations. I've updated the //define fields from script settings portion, but I haven't worked out how to hard code in the part where it wants user input on which record to choose. I've pasted the script below, and the lines (I think) that are the issue are 24-34 (under the // Select parent record to create child records & select type section). I basically want it to run the script on the record in which the automation is trig

Hi there. I use (or used) an automation via a check box to create a duplicate quote record when e.g. the client wants to make amendments to the line items of a quote and I want to keep the existing quote. The duplicate record automation replicates a few fields from the previous quote and copies them to the new quote record as per the image below: The problem I’m having is that the Line Items table’s primary field is a formula field so it looks like the automation doesn’t like it and spits out the following error: “Field “Name” cannot accept the provided value: Cannot modify a computed field.” This automation has actually worked before so I’ve no idea why it’s not working now or something has changed somehow. Is their any way to resolve this or shall I just forget the idea of being able to duplicate this record within the structure of my

HiI have an automation that transfers the details of the record to a new column in Google Sheets.I want the first column to write the number according to the report adders. That is, someone else joins Google Sheets - it writes the number 2 next to it. After someone else joins, it writes the number 3 next to it.Thank you! 

I have a project schedule. When I change the end date on Task 1, I want it to automatically adjust the start date for Task 2. Is this possible via an automation somehow? In the example I added, the highlighted field would become 5/5/2022.

Hi, I'm trying to send personalized emails to my clients with a list of projects/attachments. I uploaded all the attachments in Onedrive and used the links to create an automation in this way:But when I used the grid or list, the URLs were just text, and they aren't in the bullet list format.Is there any way I can create a bullet list of real URLs that the client can just click?The "InnerJoin2" and "InnerJoin" are just text, because they are a result of an automation script.Thank you very much!

Hi,Our County Council use Airtable to record prospects for home energy efficiency work.  The local energy advise organisation uses Airtable to track the energy efficiency work done with those prospects who live in its local area. (I configured both systems)Both organisations have pro plans, but are completely separate legal entities.I need to move records between the two.  I know I could download to a .csv and import the data to the other base, but there must be a more elegant solution and I am wondering if other people have addressed this requirement.Cheers Margaret  

Hi, I think I'm struggling understanding how the Find a Record action works.I'm attempting to create a monthly reminder email that needs to include information populated from a current record. If I use the At a Scheduled Time trigger, I have to use Find a Record to pass the correct information into the automation.Is it correct that it just passes information as a list? So if you're only returning one record (which should be the case with my conditions), then it works as I need it to (for instance, using a field for a link).However, does this mean I cannot use it to populate a file in my email as an attachment? Am I going about this the wrong way?

Hi there, I copied this script from the scripting app. I tried to search in topics already but I am going around in circles and still getting errors. I want to copy two fields additional fields from my task template to my tasks. The fields are called Status and Stage. The fields are same names in both tables. They are single select. Can someone help. I added these following lines based on info I could find in topics but I am still receiving “Error: x: Can’t create records: invalid cell value for field ‘Status’. Could not find a choice with that ID or name at main on line 126”

HeyIs there any way, to use data from the linked record without looking-up all needed fields to the view?To picture that: 1st notice field is a linked record for the "Document number" from another view. I want to send an auomatic email that is having some variables from the linked record, but without looking up all needed columns to the view, becuase my database is already quite heavy and I have around 60 columns hidden.Based on this example, in document number paul1 we have linked record of another document - Anna 1 and we look up for the attachment from this record - 1st notice attachment. Now I can obviously use this attachment in email. But would it be possible without calling it to the view? 

Hi everyone, I’m creating an automation to find records based on various conditions from a table. I have two tables let say Entrepreneurs and Midwest Investors. when a form submitted in Entrepreneurs then I am trying to find a records from Midwest Investors that matches with new record in Entrepreneurs. Here are the condition Conditions are: Midwest Investors with Entrepreneurs Investment stage has any of Investment stage Investment verticals has all of Industry Ideal revenue is Annual Revenue (Projected This year) Investment Geography has any of What region’s doe’s the Company operates in. The above 2 condition should always match to proceed further but in airtable automation all conditions are either in “AND” or “OR”. So, how to achieve my goal

Hello everyone! I hope that someone can assist me in this. So I've made 2 tables: One with tickets from Zendesk (synced through Airtable) and one with issues reported from customers. Let's say that we have Issue A and 5 tickets associated with this issue. I've linked Issue A with Records from the first table so that I am able to "attach" Records to the issue Record (issue A). However the overview in the selection window is not very good since not a lot of information is available due to lack of space. And it's not possible to search by ticket tags fx. Therefore I want to do it the other way around by selecting the relevant tickets form table 1 and send them to the Issue A Record in table 2. Isn't that possible? 

Hi I am new to AirTable and been racking my head for the past few hours on how to accomplish this. I am not sure if AirTable is the right platform but I do want to run my whole business from it so at the very least that it integrates with it. I am an engineer and have several types of projects. Right now I manually create the proposals but I want a solution that I can have my employees create them based on a question decision tree style format. For example: the input would be “Type of Project” with options of Inspection, Design, etc. Then based on the selection there would be different follow up questions. Ultimately it would spit out a pricing structure and notes for scope of work, exclusions, etc. All based on the inputs. I have created a basic flowchart. But I cannot find any solution to make this work. Without reverting to my excel sheets to manually create this. Is there any solution out there? Ideally it would pick up information from AirTabl

Hi, I'm trying to do an inner join between two columns and print in a new column (only the attachments that are in common in both columns). The problem is that the columns have attachment URLs, I tried to use the Script that @Andrey_Kovalev  suggested to me for just text, but it just prints me the first element or anything.  Those are the two columns that I'm trying to merge (Total Primary and Total 2). Total primary is: and Total 2 is: This is the result that I obtained: 

Hi, I am trying to update the existing records in my Table through Google Sheet and everytime I try to run the automation. I am getting an error “Received invalid inputs.” Record ID provided for Update record automation matches the ID in the Google Sheet along, I am just trying to update one record for now. Please help. Existing Table Existing G-Sheet Error while testing the automation

Every day I update all of my clients on the items I need from them so I can keep their projects on track. Having separate records for every single subtask is overkill so a single record is the parent record and I use the rich text check boxes “”/“” to keep track of the subtasks. For example: As the clients completes subtasks, I manually draft up an email or text with what is still needed. So I’m looking for a way to filter out subtask #2 and only leave me with: Subtask 1 Subtask 3 Any ideas?

Hi all,In an attempt to make a "scan inventory" system in Airtable, I have been playing around with the following automation:I have a base with all our products listed in "All products" and another linked table "Scanner" that links back to "All products"The primary field "Scanned" is setup with this formula: IF(Barcode, "OK", "Waiting")So if the "Barcode" column is empty we show "Waiting", and if not we show "OK"I then have the following automation setup:So basically, whenever "Scan status" changes from "Waiting" to "OK", we want to update that record by inserting the "Barcode" value into the linked column "Link to All products".This works everytime I test it inside the Automations tab, but when I try testing

Hello,I'm new to Airtable and I have a question.I have 2 tables:The first table collects data from influencers.The second table checks via Instagram Integration whether there are new posts in which we have been tagged.The first table should check in the second table whether an entry exists.I imagine it like this:Check if the value of the Instagram Username cell (Influencer table) appears in the Username column (IG Mentions table).If yes, then output the value of the cell Permalink (table IG Mentions) in the cell Mentions (table Influencers).How can I do that?Thanks!!

My record has a field that's named  'Automation history' which is where i want my scripts to keep a log whenever it does some changes, i keep this to identify errors etc. But the issue is that it get's replaced, is there any way to .push that value there instead of overwrite? All the other code i want to keep as is.This is my code:  let createOpportunity = await tableOpportunities.createRecordAsync({    'Opportunity Name': orgName,    'Organization number': orgNumber,    

Hi, My Airtable use case is to maintain Farmer’s finances. We have developed a WhatsApp bot, and by using webhook triggers the information gets stored in Airtable.I have a query regarding calculations.This is my current data structure. Since we cannot create columns dynamically in Airtable using Automations, I am generating dynamic rows for each expense type for each crop.Now in the Current Crop Expense column, I want to calculate the sum of all the Expense Amount for the current crop for that particular user.For eg: For user John CROP B, the total in the Current Crop Expense column will be (200+60+70) = 330 and stored i

Hello!I'm helping a TV Station track their various weekly productions and was looking for help on a way to automate the creation of future recurring show and segment records. The main issue I am running into is how do I populate future Date and Time fields for the various productions in an automation based upon each productions schedule/template.For context each of the 8 productions has a base with a table called "Shows" that has a one to many relationship with a "Segments" Table with the following fields.Shows TableSegments TableStatus (Single Select: Pitch, Production, Aired)Placement (Single Select: A, B, C, etc)Air Date & TimeTaping Date an

Dear All, I have got a situation, where I try to have a single update will trigger two records changes (one to many relationship), like below:When I change back to 1 on 1 relationship, the automation works.  Because the two entries are on the same column, so that I can't refer one to another.Any suggestion to me?

For some reason I can't insert the fields from the Find Records step as a token in the email body. Am I missing something obvious or is this a bug? I tested the Find Records step and it successfully returns records and shows me the related fields

I want a specific person to receive an email when a record has been added to a view. I have it set up and it runs perfectly BUT most records are added a few hundred at a time. Is there a way to have the email go once after a data dump instead of for each 300+ records?

Hello everyone,I am very new to scripting, so hoping I can get some support here.In short, I am trying to use the "Find Records" automation action to get a list of records, and then pass that list onto the script to delete them. Below is what I have but am getting "TypeError: Invalid arguments passed to table.deleteRecordAsync(recordOrRecordId): • recordOrRecordId → recordOrRecordId should be a Record, not undefined or recordOrRecordId should be a string, not undefined"I believe this is because the list is being passed to the script as a string, not a record, but am not certain that is the issue or how to rectify. Code is below, thanks in advance!let table = base.getTable('Milestones'); let inputConfig = input.config(); let recordsToDelete = inputConfig.RecordList; console.log(recordsToDelete); for (let deleteRecord of recordsToDelete) { await table.deleteRecordAsync(deleteRecord.id); output.t

Hello everyone, To begin with, sorry for my writing, I'm French and I'm not used to English yet.I'm looking to change the status of a column with a simple action, like a button or a formula but I don't know how to go about it.As you can see in the photo.I am eager to see your advice to carry out this action, thank you all!