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  • 5,189 Topics
  • 16,152 Replies
5189 Topics
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Mikko_Mantere1Participating Frequently
asked in Automations
Linking records automatically based on same value in field

Hey, I am a sports coach and I use Airtable extensively for planning coaching activities and recording athlete results. I have created an Airtable environment where I can plan training themes on a weekly level and use the weekly plan to support the planning of the day’s training. I have a table where one record has information of the planned training week [Table: Week themes]. I give the date of the planned week to record and the formula calculates the week number from it. On the side of the individual training plan [Table: Daily plan] I enter the training day and the same formula calculates the week number there. Now I would like to use an automation that would link the records containing the same weekly number to each other. I have tried to create automation in several different ways without success. Could someone help me with this? Thanks //Mikko

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Anat_MegedNew Participant
asked in Automations
Automate monthly email to send records of same month records only

Hi There, I am trying to have airtable send me 1 email every 1st of the month with list of ALL people that have birthday in the same “current” month. So if it’s currently Oct now , then I want an email just with those that have birthdays on this month of Oct. I created a column for the DOB , then another column for the birthday month ( formulated) and another one for “current month” (today’s date). Seems I am missing something since I am not able to complete the automation part , conditions ask me to refer to a specific value and not another equal “matching field” . so , in other words, I was thinking I’ll be able to trigger the system when the month columns are matching. *I really wanted to have the email sent 10 days before that 1st of every month but now I feel this is even more complicated . lol. so the 1st will do too. Any ideas ? Tnx in advance .

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Meza_HsuNew Participant
posted in Automations
Automations Send an email in plain text

Is it possible to have Automations when performing the “Send an email” action to send plain text emails rather than HTML?

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Tara_Marie_HarwNew Participant
posted in Automations
Automation triggered by a data change to record within a group causes the record to move in an unwanted way

I have a table called Tickets. When I am editing a ticket and select a specific menu item from a single-select field, I have an automation that creates a new ticket. This works smoothly when I am in an ungrouped view. However, if my view is grouped in any way, the automation causes the record that triggers the automation to temporarily pop out of the group as if I had changed data that the group is based on – bordered by an orange rectangle with the “Record Moved” label. (Is there a term for this state in AirTable? I haven’t been able to find it!) The temporarily moved record is not that big a deal – if I just hit esc or tab, the record pops back into its rightful place and all is well with the world. But it looks confusing and stupid and people hate it. I’m looking for someway to end the automation with the record back in the grid where it belongs instead of floating in space. The strange thing to me is that the record that moves is not the new record that I created with the auto

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Mathieu_MNew Participant
posted in Automations
Embing a checkbox button in an email

Hello : :grinning_face_with_big_eyes: I’d like to integrate a button in an email which will update a checkbox in one of my table. The goal is to validate a customer lead from a collegue. Could you help me out. Thanks a lot

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Christien_LouviNew Participant
posted in Automations
Client digests don't show well on mobile // Grid of records

When I put content below the “grid of records” on a client email alert, it shows much larger on mobile than it does on the desktop (see picture). Is there any markdown language I can use to make this smaller than the table?

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Kenneth_KlabundNew Participant
asked in Automations
Pre-populate text fields from another table

I am trying to figure out how to auto-populate fields in my Projects table using text from the linked Procedures table – preferably using some type of “apply procedure” button. The Project table has two text field: Project Name and Project Details. There is also a field that links the Project to one of our Procedures. The Procedure table stores default text for the project name and project details that I want to apply to the new project when we specify the procedure to use. After the fields are pre-populated with the default from the chosen procedure, I need these text fields to remain editable from that point forward so we can customize the work as needed for each client. Not sure if this can be done outside of a script? Or if anyone has seen a script like this? Thanks!

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Christopher_Ha2Participating Frequently
posted in Automations
Add "is within" operator to automation conditions

There is currently no way to do the following search when finding records in automations: “Where {text} is within {field}” I need this so that I can match records containing a tracking number assigned by an outside entity with incoming email messages that are entered into Airtable. I am currently using Zapier, which does this just fine, but would love to see this in Airtable natively.

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TheTimeSavingCo
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Edd_TillenInspiring
posted in Automations
Use automations to update the last record of a different table when new items are added

I’ve got a table where I add records, and I have another table where I’m trying to make an annual summary of all the records I’ve added to the first table. So I should end up with one record for each year on the second table, with multiple records listed in a linked field. This will happen for several tables across the space. Currently I’m achieving this by having a filter view, to the last 12 months, and then linking the linked field to that view. Then I can just manually select every record that shows up when I press the plus button. However, I’d like to automate that process. My first thought is that I could use an ‘update record’ automation to somehow update the last record in the Summary Table every time I add a new record to the first table. Then perhaps I could use another automation to create a new row (last record) in the Summary Table each year (I’m not sure if that’s possible). Or perhaps it’s possible to pick the record to update based on the corresponding date fields ie us

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Tom_RobertsonNew Participant
asked in Automations
Create a new Record and Defining a Multiple Select Field

Hi there, I am trying to create a script that will create new records in one table based on ‘template’ records from another table, and I’m running into an issue when creating the records with Multiple Select fields. I can successfully use the “creatRecordsAsync” method to create a new record, and can successfully push a string or a boolean to the record. But when I try to create a new record and push a Multiple Select value in, it is erroring out. The string value that I am trying to push in matches the string value of the Multiple Select option in my target table. But I am getting this error when I run the script: Error: Field “fldntpeWlvbdfgN8Z” cannot accept the provided value. Any insight? I’m guessing I need to find out the id of the Multiple Select value I’m trying to push somehow?

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RIE_HORIUCHINew Participant
posted in Automations
Multiple records for all days of the booking period

Hi, I’m a beginner using an airtable since a week ago. I run a pet hotel. When a pet is booked, our staff will record the check-in and check-out dates on the booking table. Based on this record, I want to automatically create records for all days of the stay in the meal record table. ////////////////////////////////////////// for example [Reserved table] dog name: Charlie Check-in date: 10/1 Check-out date: 10/3 [Meal record table] automatically create 3records record1 name: Charlie Date: 10/1 Meal content: blank (filled in manually by staff after feeding) record2 name: Charlie Date: 10/2 Meal content: blank (filled in manually by staff after feeding) record3 name: Charlie Date: 10/3 Meal content: blank (filled in manually by staff after feeding) ////////////////////////////////////////// I set a trigger in airtable’s automation, but I don’t know how to set the action. Is it possible to achieve the above wishes with automation functions? Are there other more efficient ways? Best Regard

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Jacque_BoltikParticipating Frequently
asked in Automations
Is it possible to create a new attachment HTML file from a script automation?

I have a script that generates the complete contents of an HTML file. I’d like to output this HTML file as an attachment in a field. Is it necessary to call off to an outside service in order to create an attachment with that HTML content? I don’t need the URL of the attachment to persist very long. The usecase is I need a non-technical person to be able to download the HTML file after it is generated with variables that person has just specified. I have a version of this working using GCP, but I’m wondering… can be done entirely within Airtable?

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Adam_Abdur-RahmNew Participant
asked in Automations
Creating a No-Code Automated Infrastructure in AirTable

Hi everyone! Does anyone know how to actually build this out?: Build a No-Code Automated Infrastructure with Airtable - YouTube I want to build Operational Databases for my clients and would love to be able to know how to do so. Thanks in advance,

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Colin_VincentNew Participant
posted in Automations
Can't get 'create record' automation to carry over the drop down options selected in the originating sheet

I have a table in my base where I’m trying to set up a create record automation. I have a few sheets with around 40 fields in each but each one has a core set of 20 fields with identical names, type and formatting. I’m trying to set up an automation so that, when a certain value appears in any of these sheets (in one of the core fields), it creates a new record in a central sheet with the data from those fields carried over. This seems to work fine for free txt/number fields but, when I select a field from the originating table that’s formatted as a drop down, the automation builder makes me pre-choose one of the values from the drop down to populate in the new record. It’s the same with check box formatted fields, it seems to want me to choose whether it should be checked or unchecked in the new record. I just want it to bring through whatever is in the original. Is there any way around this? I’m relatively new to Airtable so I may be missing something fairly basic but I can’t see an

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TheTimeSavingCo
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Jahden_PNew Participant
posted in Automations
How to hide a button when no value is found

Is there a way that the greyed out more info tab can be hidden? or atleast not visable only when the type matches with the if statement? i tried something with BLANK() // " " but it did nothing…

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ScottWorld
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Martin_TowersNew Participant
posted in Automations
Ticket Registration

I am trying to create a system for giving out registration tickets for a work christmas party. The idea is, have a base that records Full Name, Email & Phone number. Then a form that staff can submit to get a “ticket” to the christmas party. the tickets would be Free, no charge. But we have a limit of 180 people maximum for the party and we need to make sure that every submission includes a COUNTDOWN. So there would be a cell column for “ticket number” and each time the form is submitted, there would be a new ticket number generated, with only a total of 180 tickets available. I have Zapier so can achieve with that, but i’d rather keep it in house with airtable automations. any ideas?

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TheTimeSavingCo
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Jason_BarrowNew Participant
posted in Automations
Twilio SMS Automation Action to multiple numbers?

’d like to use the automation action to send the same text to multiple recipients. So, on Friday at 9:00am, send the “Can you volunteer this weekend?” text to everyone in the volunteer table. I’m having trouble formatting the “To” line for multiple numbers. I’m using the “find records” action, and pulling a list into the “To” field and I get the same error message if:1)the field is text and includes +1 2)the field is text and only has 10 digits 3) the field is a phone number. Can I send SMS to multiple numbers using this action? If so, anyone have any ideas about how the data should put in the “To” field?

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Mariah_WilliamsNew Participant
posted in Automations
Hyperlink in Google Sheets/Airtable Automation

Hello! Does anyone know if it’s possible in the Airtable/Google Sheets automation to hyperlink one of the fields? Basically, I’d like to enter in the text of one of my columns and then hyperlink it with the record in another column.

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Kate_JohnsonNew Participant
posted in Automations
Hiding records from a table and from linked form

I’ve created a table of scheduled trainings called “Schedule.” I’ve also created a “Registration” table that has a form that users can fill out and choose which training from the Schedule they want to register for. I know I can filter out the schedules that have already happened in the Schedule table, but that filter doesn’t carry through to the linked Registration form. How can I hide records on a table and have them be hidden on a linked form?

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Damien_SpeyerNew Participant
posted in Automations
Slowing auto save of records or another workaround

I have setup an automation to send an email when a record has had changes, but the auto saving of records is so quick that just changing a text field can result it many emails being sent as every character or two when typing, it updates and the email automation kicks in and sends another email. Can anyone think of a field type or setup in automation that can be change so that it only sends one email when a full change has been made to a record? Cheers for any ideas

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ScottWorld
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Thomas_DelaunayNew Participant
posted in Automations
Create a visual using a form

Hi, I’m a newbie, and I didn’t find an answer yet… I would like to create a form and an automation : every answer to the form creates a visual illustration with all the answers. And I would also like to create graphics with the form’s answers (rating tool). After that I would like to send an automatic email with the visual illustrations. If anyone know how I could do that with Airtable, I would be very grateful. Thank you in advance !

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ScottWorld
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Eileen_XingNew Participant
posted in Automations
New beta: Twilio Automation Action

Hi everyone! We’re excited to invite you to try one of our newest features - Twilio Automation Action. With Twilio Automation Action, you can set up automations that send text messages based on triggers related to connected Airtable bases. To sign up for the beta, fill out this quick form and click on the link at the end. The feature should be available within a few minutes of clicking on the link. If it doesn’t, try refreshing the page. Please note that this feature will only work if you’re on a Pro or Enterprise plan. If you are on an Enterprise plan, you’ll need to ask your enterprise admin to also enroll in the beta via the same link and enable the feature from the enterprise admin panel. If you have any feedback about the feature, please submit via this form.

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Andreas_Tystad1New Participant
posted in Automations
Can I have an audioclip play when a field is triggered?

We are working in a Film festival, and it would be fun at the office to have a custom audio clip play whenever we receive a film copy. We have a field called Status Delivery, and would like this to happen when its changed to Received. Can anyone help?

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ScottWorld
Sean_Lake1
Sean_Lake1Inspiring
posted in Automations
Automation - integration AT - Box?

Hello all wonderful AT’ers. Quick question. I have entries in Airtable that Box folders are created off from. 110122 - 203.02-Lighting - Cinematic Fundamentals 5.00 IS there a way to have Box folders created with the above format based on the date and course fields? Of course it’d have to create a main parent folder first of the Client name, THEN the individual date-course folders. I do have integromat/Make(r)?, in case that helps.

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Marcus_LaytonNew Participant
posted in Automations
How to a new record in another related table automatically

Hi, I want to create a new record in another table whenever a field in another record = X. I.e. If we add a record to table A, and within that record, one of the fields is marked as #1, then, a particular record should be added to another table. How is this possible using Airtable? Cheers!

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