Automations

I have a table with services I have a table with the tasks associated with (linked to) services I have a table for my sales. I have a table for my deliverables When I add a new record in my sales table and I pick the service that was associated with that sale, I also want it to lookup the tasks associated with that service, then create a separate record for each of the tasks that need to be delivered, in my deliverables table. Any suggestions welcome please!

Hello, Is it possible to move a record from one table to another table in the same base when a future date is reached? i.e. Record A in Table A expires 25/11/2022, on expiry Record A is written in Table B. If this is possible, how would I go about implementing it? Is there a Script I can use or do I need to Build an Extension? Any assistance you might be able to give would be very much appreciated. Many thanks in advance!

Hi Airtable Fans, I am a fan of Airtable Automation but can’t find out something. This is my automation goal: When create a record IF New Record match X condition (X could be “contain text …” in cell) Then send an email I don’t find how to put condition before sending an email. And if I start automation with condition “When record matches conditions”, then it triggers all rows that meet the condition, not only the new records.

Thanks in advance to everyone that helps me with this! For some context, I’ve built a Base with 2 tables to track my Customer order for items that we manufacture on per order basis. Here is the link to a Template Base Customer Order logs Factory Orders Status Tracker for the orders that are created to manufacture items to fulfill the customer’s order. The Functionality I’m trying to Implement is in the Factory Order Status Table. The factory creates a record in the table for each Item Style# for every Order and after a few days, they add a “Factory Ship Date” in a Date field. Now, I want to capture the Original Date/value that was entered in this “Factory Ship Date” field and copy it over to “Original Factory Ship Date” in case the Fact

Hi! Airtable newbie here. I’m using a Linked Record Field in a Form. If someone submits the form with having more than 3 linked records/items selected, I would only like to have 3 records/items (max) only recorded in my table. Any help is appreciated. Thanks

Hi, I’m trying to build out an automate with Airtabe and I’d like to use the webhook automation, however, I want to send a response to the webhook, is there anyway to do this in Airtable?

Create custom notifications, automate redundant tasks, and orchestrate work via integrations. To learn more about using this feature, read our support articles. To ask question about using Sync, post in the Sync community category.

Hey, I have a table where I have a formula column that automatically generates an Airtable form link that prefills a few data such as name and email before sending it. What I noticed is after someone fills out the form and submits it, a new row is created rather than Updating/appending the row I used to create the formula, does anyone know how to resolve this?

I feel like this has got to be a simple fix but I cannot for the life of me figure out how to make this work after looking through countless other topics on similar issues people have had. I have a Daily Fieldwork form that gets filled out when an employee does a task (there are several tasks to choose from). When that task is a “new install”, an automation creates a new record into another table (Table 2) that keeps track of all of our equipment ID numbers. That automation works great, it copies all of the fields into the new table without issue. I’m now trying to create a new automation to update specific records in Table 2 when another task (not new install) is selected in the Daily Fieldwork form or when a record is updated in the Daily Fieldwork Table where the form data gets inputted. It doesn’t matter to me which way to create the automation, I haven’t gotten it to work either way. Here’s a look at how I’ve been attempting to create this:

I’m having an issue when I try and tag an individual with their Slack ID in an automation I’m making. When I test the Slack message, it’s sending back the Slack ID number rather than their Slack name. I’ve attached a few screenshots of what is happening in both the testing area and in Slack itself. It’s obviously getting the information, but I’m not sure what I’m doing wrong that I can’t get it to list the person’s slack handle. Thanks for any help!

Hello, I’m trying to create an email automation, but I can’t seem to get users’ emails to generate in the “To” field. The email is able to populate emails from the users listed from the “Producer” field in the CC field as seen in the screenshots below. But, users’ email from the “TEST” field do not populate and I cannot seem to figure out why. Any recommendations would be greatly appreciated!

Hi, in my workplace we have 2 different bases. One of them is ‘duties’ and another one is ‘records’. We want to create record to the duties base if some conditions are met in records base. How can I achieve that I can not share pics because they are confidentials. Thank you

Aha! So I’m making some progress. I think I’m one step off making something work in Airtable. So I have two tables: AcademyEventsList and AcademyTriggerEvent. In the AcademyEventsList table is a list of all my online classes with students. The fields are: UserID (an automated number), Event Date (a date and time), Event Name (text field), DaysToGo (a formula that calculates how long between the event date and now), Hours To Go (same but hours) In the AcademyTriggerEvent table is just one record. Here are the fields: TriggerID which is just a number, TriggerEventDate (date and time), TriggerEventName (text). My automation intention is that: When DaysToGo= 5 ->the record in AcademyTriggerEvents is updated with the EventName and EventDate from the record in AcademyEvents that has 5 days to go. I’m almost there but I’m stuck on what the Record ID should be. I’m getting the error message “The record does not exist” when I test it. I can see th

Hi, I am currently using CSV import to fill out a table1. In this table1, a groups of records will have duplicate field values(Item#). Then in Table2 I have a single record for each group of matching Item#'s that are all linked. My automation wont trigger until at least 3 of the fields are filled(in case of manual entry) on Table1. Then it looks to see if Item# exists on Table2. If not, it creates a record. If so, it fills out the linked record field in Table1 to link it to the existing record in table 2. If I input the records to Table1 one at a time it works without an issue. When I use CSV import or do a bunch at once, it doesn’t register that there is a record in Table2 and creates a bunch of duplicates in Table2. I can look to see that it creates a record and that its still in progress for another record but still creates a duplicate anyways. I can prov

Hi, I am trying to set up automations so that when a record is created in my Airtable content calendar, an event is automatically created in my Outlook calendar. I also want an automation that updates the Outlook calendar event when the record is updated in Airtable. I’ve tried setting up these automations but they weren’t successful. Please help! Thanks!

Hi, I want to create an automation to update a long text field with rich text formatting enabled, with the following text: This item will already be marked complete This item will be not be marked complete Another checklist item Yet another item When I copy/paste the text in my automation, line breaks disappear and I can’t add them: Thank you for your help.

Hi - Can you send a Grid view in Email automation? Such as a table based on the requested fields?

Hello! Trying to run a script to extract an Array into multiple fields for each submission. For example, we have a form where a user can select from multiple options which inputs the results (Array) into one field. Using automation would like to extract that Array and place it into another table. See below: New to this, what am I missing: // Create three records in the Merchant Selection table console.log(`The value of "SelectedNonprofit" is ${inputConfig.["SelectedNonprofit"]}`); console.log(`The value of "MerchandName" is ${inputConfig["MerchandName"]}`); let table = base.getTable("Merchant Selection"); let rawInputs = input.config(); let inputArray = []; rawInputs['SelectedNonprofit'].forEach( (SelectedNonprofit) => { inputArray.push({ fields: { "MerchantName": rawInputs['MerchandName'][0], "SelectedNonprofit": rawInputs['SelectedNonprofit'][0], } }); }); let recordIds = await table.createRecordsAsync(inputArra

So maybe I’ve been working too long today but I just can quite seem to figure out setting up these automations. I have a list of properties that I am going down the list and clicking a checkbox, which I want to create the contact by copying the info over to the Contacts table. If the record doesn’t exist, it should create. If it exists, it should update. One problem is the automation is creating multiple Donald records on multiple check boxes. The spreadsheet has many duplicates so I want to not have to worry about them. (Side note: I guess it should be setup where if the Full Name has different company, a new contact should be created (since I don’t know which company the contact belongs to currently) Another thing, not super important, is for every new contact, I want to relate its company to the Companies table. If exists, nothing should be done I guess and if doesn’t exists, it should create the new Company record and relate. Anyone mind helping? I be

Can I make Airtable do this: If there is a record for a person in my Contacts table, can I ask AirTable to automatically save a copy of any email I send to that person? Likewise, can I ask AirTable to automatically save any email that comes in from that person through gmail?

Hey all, I have a database set up and I am hoping to create a monthly automated email that sends to the listed collaborators each record. I am able to set up the monthly trigger and can find the records I want sent, however, I can’t seem to configure the “To:” box to send to the listed collaborator. Can anyone help with how to set this up? Thanks so much, Jacqui

Hello! I’d greatly appreciate your help on the following automation/script. I have updated a record’s status from “Available” to “Booked”. Now I want to update all records status to “Booked” for records that belong to the same bundle in the same calendar week (which is a linked field to my table) Here my example: If I change the status of any record, all other records - which have the same Option & CW value (column 3) should also change their status to “Booked”

I am trying to create a custom quoting system and because all of the items I sell are custom and have varying prices, I have come up with a way to create the quotes using 2 tables. But I want to know if there is away to automatically add several records from one table into a single record on another table via the linked field. I start by creating several records on the “Quoting” Table, and they are grouped by the “Deal”. Once all of the items are listed, I click “Create Quote” on the first record and it creates a quote in another Table called “Quotes”. Because they are linked, it copies over the “Deal” and that one record that I ticked the box on. But I want to add all of the records from the “Quoting” Table that are grouped under the same “Deal”. I tried creating an automation to find records and update, but couldn’t figure out how to make it work. Any ideas?

Hello the community, I am a little bit lost today with something I don’t understand. At this point I don’t know if it is me or an unreleased feature of Airtable… In AUTOMATION, I want a specific item in Table 1 to be changed when something is modified in Table 2. I have the item ID of Table 1 thanks to a LINKTO field in Table 2. But… I can’t use the value in LINKTO field and same if I use a LOOKUP field : the values are grayed. Is it normal ? Did I miss something obvious ? Thanks everybody :winking_face:

I wish to automate the changing of a record status on a particular date. I know this should be simple, but I’m missing something. For example, I have vacancy records, each of which show a status (eg OPEN, CLOSED). On a set date I want the status to change, from OPEN to CLOSED. Kindly assist me with the steps to be included. Thanks.