Automations

I have setup an automation with slack, which seems to be working, except from the bot icon. I have set an image URL, but it does not seem to be picking this up. Whenever something is posted by the bot, I see the airtable icon. I saw this problem was also reported and solved for icons, however, there was no explanation as to what the solution was.

When a rcord is updated, I need to duplicate a field within that record and then edit that fields values. Here is a video with a quick overview. Please let me know if you can do it and how much. If you have any feedback or suggestions for other approach let me know. Loom ZeroTier Central - 7 September 2022

I am looking for some help on how to create multiple records for asset management using a form. Here is the scenario… We have used Podio for years for doing project management. A new ITSM was just implemented on campus and asset management is one of the tools we will be using in it. In Podio, we had built out a Locations app that contained info on every classroom we have on campus. Unfortunately, the way asset management was done was to place all of the serials into one large text field instead of separate fields. So when it is exported, all of this info comes out in 1 cell. I have been able to separate the data, but I’m thinking the easiest way to get these into the format that we need would be to create a form with separate fields for all of the data I need and copy/paste from the exported data we have. I want the form to then split that data out into multiple records that contains the type of hardware, serial, product number, etc. for each individual piece of hardware, but each reco

Hi. I need to have a calendar overview showing two fields - a delivery date field and a publishing date field. What i am trying to figure out is, how am i able to delete the delivery date field entry, so whenever the date is the exact date of delivery i am trying to delete the delivery date field entry, so in my calendar the delivery date is not shown anymore - but the publishing date is still visible. Thanks in advance Martin

Can I create an automation that - ~Searches for a record in Table 2 that matches a field in Table 1 ~Then automatically links the two records in Table 2’s linked record field ? Specifically, I have a Fundraising table (Table 1, above) where, when I add a new donor, I want it to auto-link my linked record field to that person’s entry in my Contacts table, rather than me having to match each one individually. Not figuring out how to do this with Find Record or Update Record automation functionality - is it possible?

Hello, I want to send an automated email including an attachment; the same attachment to be sent to multiple people. One way that I can do is to have that same file in the all the records of the table and refer to them in the Attachments part of the email. But, what I would like to preferably is to be able to have one file somewhere (like in a separate table) stored, and link that single file in the Attachments. Is it possible? This way I don’t need to unnecessarily create an extra column of the same thing. Thanks Amir-Homayoun

I have an Employee Base for each employee where they can update their timesheets. In their personal base they can also see their current assigned jobs through a sync to the ‘All Jobs’ table. However, employees need to update job statuses when their work is done (I have automations set up which take care of the assignee based on job status). My issue is that I can’t figure out a way to update the status of the source ID through the Employee Base. Source records cannot be stored in employee bases as job records need to be delegated by administration. Can anyone crack this puzzle with an automation (or by any other means)? I should mention that Interfaces are not an option due to the size of our timesheets which would overload a single base.

Hello I use Integromate to use airtable data to send emails. When a form is filled, Make sends emails to the matching records from airtable. I use the following formula: {Vendor Country}=“Vendor country” If the form filler is also in my records. Make sends emails to the form filler. How can I exclude the form filler email from the emails to be sent?

I am trying to make an airtable automation that shows up in an email from the automation tab. i need the automation to show. i need it to show a sum of a column, but am having difficulty creating the automation via a script. i am new to scripts FYI. All help is appreciated

I am running an automation from a view in a synced base. The trigger is at a scheduled time which has been set and the actions are “Find Records” + “Send Email”. Emails are sending at the scheduled time but are included outdated records that do not match the view from which the automation is derived. Any ideas what I am doing wrong?

I’m trying to create a dynamic channel name with one of the fields, but when I test it, AT claims the channel does not exists even though it does. This is the channel name definition: And this is the error I get: But this channel does indeed exist: And it even appears in the list of channels when you try to choose a static one: ideas anyone?

Hi. i have a webhook to polly API to get poll responses. Every time a new response is filled in, I want to add the vote to airtable. It worked nicely using inputConfig when there was just one response, but when I have multiple responses - I can’t access any item in the results array from the inputConfig UI drop down. Unsure how to access the body received by the webhook, I was. using the input Config UI to get the values i need to process in the script… but its not showing me what is in the results array… This is what the webhook is receiving (data from documentation): { "id":"8971234khjasdf987asdfkjnq24", "question":{ "id":"sBkL6C2BK7aWdwtTF", "text":"Rate your Employee Orientation experience.", "results":[ { "id":"sBkL6C2BK7aWdwtTF", "created_at":"2018-03-27 22:41:28.939Z", "user_id":"U7718512", "user_name":"Alex", "text":"it was ok", "choice_id":1, "weight":null,

Hi :slightly_smiling_face: I’m trying to create an automation that sends a slack message to a specific channel when a record is created/updated. THE ISSUE IS, I want it to send a message only if one of the fields equals something - conditioning. I can’t seem to see how to do so. I see I can do that when I choose the option “when a record matches conditions” but I want to separate between creating and updating into two different channels and that I can’t do with this conditioning. Any suggestions? :slightly_smiling_face: Thank!

Hi! Do you think it’s possible to change the activity name which is coming from the API? We use Airtable as a stock list and the sales are automatically deducted. Now we would like to store the channel from which the sale was made so that it is visible in the deductions (activity).

I have two tables, Projects & Tasks and DocCloud Projects and set up an automation to feed new DocCloud records into Projects & Tasks, which seems to be working. I then tried to set up a new automation so that when the status changes in the DocCloud table, it also changes in the Projects & Tasks table. This one is not working, I suspect it has to do with the way the record ID is selected.

I am trying to addd an automation that does the following: When a Multiple Select Field has a specific value entered, it then creates a record in a second table with some of the fields from the first table. That part is easy. The problem is that I want it to place today’s date into a field in the receiving table. I cannot see how to tell it to simply place today’s date in that field when creating the record. Thanks!

I’m looking for a way to have every other (every 2nd) new record created in a table (the records are being created off of a website from Zapier) be directed to a specific view by having a specific status assigned using a status single select field - I’d like every other new record created in the grid view to get assigned 1 specific option of the many options in the single select drop down. Has anyone ever done something like this? Not seeing an obvious way to automate an action on every other record.

Hi AT Community, I’m trying to use an automation to send a happy birthday message on an exact day at a precise time (Los Angeles timezone). For Johnny Test the send date field indicates 7AM LA time but this message was actually sent at 7:50 AM Chicago time (which is where I’m located) which is too early. Here’s the formula I’m using (from this post: Using When Record Matches Conditions For A Specific Date & Time IF( DATETIME_FORMAT(SET_TIMEZONE({Send Date}, 'America/Los_Angeles'), 'X') <= DATETIME_FORMAT(SET_TIMEZONE(NOW(), 'America/Los_Angeles'), 'X'), "✔️" )``` Thanks for any tips that you all might be able to provide! Daniel

Not sure why I’m getting this error. Using an empty array works and removes the values. Essentially what I’m doing is, I’m matching companies to different events. I want to add the companies that are matched when found in the loop into my field called “Mail_Chimp_Company_LookUp”. This script is automatically updating all records every time an event is created. The results variable is an array of companies that are matched to the event tags.

I’m currently running an automation script to flatten a source table into multiple rows. My source table has 1 row per company and lots of start/end date columns per phases of a project but I need to transform into a new table (with multiple rows per project phase) in order to use the timeline view correctly. I’ve been amending the “Table Optimiser” script that appears in extensions to make an automated version and have got this far… let sourceTableStr = "My Source Table" let destinationTableStr = "My Destination Table" let fieldsToFlatten = "Date 1 Start,Date 2 Start".split(",") let fieldNameField = "Name" let dataField = "Date Start" let dataFieldEnd = "Date End" let linkedField = "Companies" let sourceTable = base.getTable(sourceTableStr) let destTable = base.getTable(destinationTableStr) let query = await sourceTable.selectRecordsAsync({fieldsToFlatten: ['Company Name','Date 1 Start','Date 1 End','Date 2 Start','Date 2 End']}); let datePairs = {'Date 1 Start':'Date 1 End','Dat

I’m capturing leads from a webform in airtable I can’t keep people from submitting information multiple times (the webform is a drawing for a prize). How can I create an automation for the original names entering a new view - that will check on email address as a unique identifier, for any other record already in the view with that email address before copying from the grid view/original view to the new “deduped” view?

I have an automation that uses the Find Records and the Google Sheets actions. Everything works except that the data is html formatted and appears en masse in one cell in the Google Sheet. I’m using the free version. I’m not sure whether I’m doing something wrong or whether I need to do something on the Find Records action to yield correct formatting for the subsequent Google Sheets action. Any ideas?

Hi everyone and thanks in advance, i was able to map a XML file standard, but the import file extension has a limit of one file for each import. Is there a way to import more xml files in one shot? Thanks

Trying to create an automation where the following happens: I make Table 1, with a “Link to Another Record” field we will call Link Field, and I link it to Table 2 The record in table 1 has a value for “Company Name” which is “Alma” I want Link Field in Table 1 to automatically populate with all records in Table 2 for which “Company Name” is ALSO “Alma” This could be triggered when a new record is created in Table 2, or just every time you open Table 1 it updates

How can I detect the number of records in each status: Todo In progress Done So that I can notify team members when there’s too many in a column. Example: if more than 5 In progress, notify team Any suggestions?