Automations

Is there a quick way to disable all automations while doing mass updates to my database? I just made some changes to my database and triggered over 150 actions in the process. I have around 27 automations so it’s a pain to turn them all off and then back on.

Using Automations, how do I create a simple expression in the newly linked field, change the answer from “Never” to “How often do you come to class prepared? - Never” I need a rename script for automation after converting Single Select fields into Linked Records fields.

I’d like to know how to set up automation for choosing only two concrete collaborators in rotation when new records appear? I tried to choose the trigger as like When a record matches conditions and then in actions I chose ‘Airtable record ID’ in the Record ID and typed both names with a comma in the field Collaborator but it didn’t work. Do I need to replace trigger or an error in actions?

I had an automation setup to tweet some stuff when a condition was met. It was working fine up until this morning and now I’m getting an error “User is over daily status update limit.” But we’ve only tried to tweet like 4 things so I know I’m well under the limit. Anyone have any issues with the twitter automation? Also, anyone have work arounds for error handling in automations other than writing a script? Currently, after I tweet, I update a field to annotate that it’s been tweeted but in the cases where it doesn’t go through, I’d like to update it with “error” or something like that. I’m in the process of building out a script for this automation to make it more flexible but would love to know if there are other ways around it.

Hi is Automation history the only place to check if an automated email has run? I’m asking because we are sending campaign reports with my team on 'cc. The automation history says the email has sent successfully but the person on 'cc does not always receive the email… thanks Clare

I’m using a Search Airtable module in an Integromat/Make flow, to find a matching Airtable record from an incoming email. The flow works by watching Gmail using the Make Gmail module, creating an array of the to: addresses, including all of the to, CC, BCC, and ‘delivered to’ address headers, then iterating through that array to find if any of these addresses match a user email address in my Airtable. I’ve found examples where the Make Airtable Search module fails to find a record, but the record actually does exist, and when I copy and paste the exact same formula into a test formula field in my Airtable, it successfully returns a value ‘1’ for the relevant record. According to the Make docs: An Airtable formula used to filter records. The formula will be evaluated for each record, and if the result is not 0, false, "", NaN, [], or #Error! the record will be included in the response. You can find more information about the formula on Airtable’s website. This should mean that the sam

In my work, we manage project-tasks in Airtable and project-billing is based on completed tasks (billing in another system). Each task therefore has a monetary value and the person responsible for the project predicts task revenue date by entering the revenue forecast in the date field. The predicted monetization months may extend even up to a year from present day, and as the projects progress, the forecast month may change several times. We have many projects running at the same time and each of which may have several billable tasks predicted for the same date (month) I would like to create a table where would automatically create record the predicted value of each future month on a given day of the month. The value in this new record must not change after the record has created, but on the corresponding day of the following month, a new record is automatically created with the current monetary value of the same forecast month. So, in long term, I can monitor the change in the value

Hello, I am trying to create an automation for assign shifts to contractors. Here is the current structure: Look for checkbox = true as trigger Find records in “Scheduling” where Name from record in step one is in “Offered to” linked record field. Add Contractor to “Confirmed” linked record field in all records from step 2. Step 1 and 2 function just fine. I know that Step 3 will require a script. I used a few of the previous help posts for this subject on the forum to piece together a script that I believed would get the job done. Here is the script: let inputConfig = input.config(); let newRecord = inputConfig.newRecord; let records = inputConfig.listOfRecords; let table = base.getTable(“Scheduling”); let queryResult = await table.selectRecordsAsync({fields: [“Confirmed”]}); for (let record of records) { let recordObj = queryResult.getRecord(record) await table.updateRecordAsync(recordObj, { ‘Confirmed’: [ …recordObj.getCellValue(‘Confirmed’), {id: newRecord} ] }) } I get the follo

Hello everyone! I am posting here, because it seems I cannot figure it out properly. I am simply looking for a way for our AirTable base to auto-populate responses based on a selection I make within the base. For example if i enter a name of an employee, I would like their manager to auto-populate in a column next to it. I thought this could be done through the automations tab, but i seem to be missing a setting that will allow this to occur, so i was thinking I made need a script to accurately create this? Any assistance would be appreciated!

Hi everyone, I’m new to Airtable and I’m NOT a coder. I’m wondering if there is a way of auto-filling fields within a Record using json data? Basically, I have a web app that automatically converts colour breakdowns for HEX, RGB, HSL, HSB & CMYK into a json file and I’d like to find a way of importing the data into individual fields within my Colour Record. Here’s a copy of the json file that is generated: { “hex”:“#aba7b3”, “websafe”:“#9999cc”, “rgb”:{ “r”:171, “g”:167, “b”:179 }, “hsl”:{ “h”:260, “s”:7, “l”:68 }, “hsb”:{ “h”:260, “s”:7, “b”:70 }, “cmyk”:{ “c”:4, “m”:7, “y”:0, “k”:30 } } Any help or advice is much appreciated. Steve

I’m trying to create a simple email automation that sends me a list of tasks that were completed each day, similar to the guide here. How do I get the digest to only send tasks based on the Condition that the check box is completed AND it was completed since the last email (or today)? In other words, how do I only select the newly completed tasks, not the full list each day?

I need help ASAP!! A perfectly running automation suddenly is not working and Airtable’s error message is useless to me; I have no idea what it means. “Creating the record failed with the following message: Could not find a field with name or ID “fldxLorLoDuzYH6VM”.” How do I figure out what the ID means and thus how to troubleshoot?

Is this automation suddenly not working for anyone else?

Good day. So I have an automation that works out beautifully, however, we changed the starting and ending dates, and then all of a sudden, a single email address was causing it to not updating the calendar. After deleting this(actually correct email) the automation created the GCal event like it always had. Is this a hiccup? Is there a way to force AT to create the GCal event even if there are errors in the email? Sean

I am wondering if it is possible to have a single-select field that contains “Other” as an option, but then someone can manually type in details when they select the “Other” option. I have a survey form that uses an automation to populate my base. At least one survey question could use this combo format, if it’s possible. I frequently fill out forms with this question structure. Alternately, do I solve this problem with an additional conditional question triggered when “Other” is selected?

Hi, I am trying to send emails using Airtable’s automation without relying on Gmail integration. I want to send email based on automation trigger and user the templates I have on Postmark to fire the emails to specific people. As anyone worked with Postmark and Airtable together? I know Sendgrid would help me with this, but I am trying to use Postmark in for this one. Thank you very much for your help

When referencing a 2nd table, I’m receiving a “Received invalid inputs” error. I have Table A in the initial steps of the automation, and then set up a conditional action for Table B to be updated based on the results from Table A. When I select Table B in the conditional action, it still references Table A. Is it not possible to reference two tables separate in an automation?

TLDR: A table with parent-child relationship among the records. I want child records to inherit certain data from its parent. I am trying to do this with Automations, without success. We have an AI process that identifies individual Documents contained within a PDF file, and then extracts certain information from each Document. An example would be a 100 page legal contract with several Exhibits, Addendums, etc. That data is imported into Airtable. Some rows represent a File and some rows represent individual Documents that are part of that File. I would like to set up an automation that will allow the Documents to inherit certain information from the File record. Each Record has a FileID that is globally unique for each File, and a DocID that is globally unique for each Document. I can also identify the first Document in the file based on Page#, and the number of Documents in each File based on a Count from a linked table. When a DocID has the same FileID as another DocID, I want the a

Hey, What I am trying to do is, In one Data base I am trigging action from one table and the action has to happen in the other table. For Example: The Table in Which the Action is Triggered is “Podcast Tasks” which contains the tasks on of Podcast table and the table in which the action has to happen is “Podcast” If I mark one Task “Done” from “Podcast Task”, It must change the Stage of the “Podcast” table. But I am seeing that in the Automation you cannot Trigger automation in one table and action will happen in the other table. Thanks.

How do I use automations to compare overlap between two tables of products? I wanted to trigger the automation with TBD, have it look at the table of 2021 products. If matching model number was found, it would mark the corresponding one in 2022 as REPEATED or if it couldn’t locate a match, it would mark it as NEW. Below is my attempt, but it isn’t working. Is what I’m trying to do possible with automations?

I would like to replace the date in the field “date” by date +5 days as soon as it is today. what I have tried so far: My first formula [Called: Formular1]: IF(IS_SAME(date,NOW(),'MINUTE'), "Now") The Second Formular [Called: RepeatCalculation] DATEADD(date, 5, 'week') Next, I attempted to set up an automation: Trigger: “When a record matches conditions” when Formula1 is “Now” Action: “Update record” Record ID “date” When chosing Field i can not select my [RepeatCalculation]Formula. The following error message appears I think I have missed something. I am grateful for any help. Sorry: English is not my mother tongue

Have an automation… Trigger - When Record Enters View Action - Run Script That script fires webhook. Works totally fine with Make and Pabbly… Zapier won’t fire. Unfortunately the app I update is only in Zapier. Any thoughts??

Hi everyone, I want to add a field with shared image URL from Drive. There’s a lot of image so I want to use Make (Integromat) but I don’t know how to set up. Here’s my attempt:

Hi I have set up an automation to send customers an automated email which includes a pdf link to their campaign report. The link works fine in airtable, but when included in the automation we can see the code is changed (underscore removed). Welcome your thoughts on why this is happening and how to solve thanks! top code = original bottom = received via automated email Original Link - https://docs.google.com/feeds/download/presentations/Export?id=1SyOq9Vym7qkH_nZEnGYMyLWWOn_p-H7b5CvMOSMIYDg&exportFormat=pdf Link received via automated email - https://docs.google.com/feeds/download/presentations/Export?id=1SyOq9Vym7qkH_nZEnGYMyLWWOnp-H7b5CvMOSMIYDg&exportFormat=pdf