Automations

Hi! I would greatly appreciate any help. I am trying to build an automation where I send an email to myself when a client’s contract is about to end. I want to include information like what the client previously paid for and how long their previous contract is in the email. This information is in a table where each record is a separate client and the length of previous contract & program type are both columns of single select fields. For some reason, when I try to add the value in the field to my automation it shows up as blank, but when I change the field type to “multiple select” I am able to select the data in the field. Why is this happening? Image below, where you can see for some fields data is populated, but for others there is no data even though the field is filled in on the table.

Hi everyone, I’m using Airtable as the intermediary between Mailerlite and Asana. I have a couple of forms on the website I’m working on. When someone completes a form they’re searched for (and added if a new sub.) to an Airtable base, which then logs on my sales funnel in Asana. I would like, if possible, to assign which website form(s) that user completed on my Airtable base. My first thought was be to use a multiple select field in Airtable but I can’t find a way to assign these through Zapier. First, is this possible? If so, can anyone explain to me in layman’s terms how to do it. If not, has anybody done anything like this before and can share workarounds? Thanks, Gary

Hey there, I have a setup where you submit a form in one table, which includes a linked field to a products table, where the users can add one or more selections (in this case, the products they’re associated with). An automation copies the new entry, if a particular other field was filled out, to another table that also has a linked field to that same products table. What’s weird is that it works fine if the user only chooses one product in the form, but with more than one it throws an error “Field “Product” cannot accept the provided value: Cannot modify a computed field.” What’s also strange is I don’t actually have a field or table named “Product” - they’re all “Products” - thoughts are appreciated!

Hi everyone, As you can see, there is an error message I have received while testing conditions in the Automation. Can you please tell me why I am receiving this error? Thank you so much, Looking forward to your reply.

Has anyone else run into this? I have several automations set up on my base, and a week or two ago some of the automations using the Run a script action started randomly failing with the error message An unknown error occurred. When I look at the log, it just says ERROR: There was an unexpected error while executing your script. I haven’t found any way to fix it aside from just re-triggering the automation on whatever records weren’t processed.

Hi, I am trying the same with a gmail automation sending an email. And the error message “Google reported an error while processing this action: Precondition check failed.” appears and the automation doesn’t work. Can you help? Thanks

I’m building an automation to send emails to people if their record meets certain conditions, but am getting this error when I try to run the automation: Google reported an error while processing this action: Request had insufficient authentication scopes. Has anyone experienced this before? Suggestions or solutions? Thank you!

We have an automation that sends a slack reminder out to people who haven’t checked in that day. It works well, but is limited to <10 recipients. When we have >10 people who have forgotten to do their status update, though, the automation fails. What would be the best way to break up that action? Our automation is currently… 1 - at a scheduled time trigger 2 - Find records based on view of people who have not checked in 3 - If recordcount>0, send slack notification using dynamic data from step 2 Do I break up the data in step 2 if >10? Loop? What would be best?

I’ve created one automation that generates an Outlook Calendar Event when I add a record to a specific view in Airtable. Now, I want another automation to run that is triggered by someone submitting a form to register for that same Event as defined in the previous automation. However, this doesn’t seem to be possible because the Event ID is unobtainable for use any automation other than the one that creates it in the first place. I tried to write the value from the original Create Event automation to a field in the Airtable record that defined it in the hopes that I could retrieve this value in the second automation, but it is invalid (not a genuine Outlook token). Furthermore, I cannot add a list of people to initial Create Event Automation through the Find Records Action because this feature does not provide any way to retrieve and use any of those records other than as a Grid or List, which are useless. Any help as to whether creating or updating calendar events has any u

Hi there, I’m trying to figure out how (if ?) it’s possible to call a REST webservice when a form is submitted ; I just need to get my webservice called with the data submitted, and I couldn’t find anything related to that in the documentation / forum. There are several “actions”, but none that would be practical to use Do you guys know how to get notified when a form is submitted ? Thanks

I need to automate duplicating records in Table B based on records in Table A maybe a script? The idea is a school database, I need to pre-generate attendance records with a date and have teachers simply click on "Present’ or ‘Absent’ field.

We are a charity that supports schools in another country and have a base with records for children who are sponsored by people from the wider community. We want to send details from the individual records to the sponsors. We have done this in the past by downloading and mail merging but this requires the photos of the students to be individually downloaded and pasted. Is anyone aware of a better way to do this? Thanks, Roger

I am having a bit of an issue because right now I have an automation that takes that takes the URL from the image as a formula and when the automation is run, puts the image url in the attachments field of another table. Right now this works great, however, I know that Airtable has an update to the attachment field coming soon that will make those links expire every 3 hours. Is there a way to have an automation take an image and put it in an attachment field other than with the link method I am currently using, so it will not impact me after Airtables Attachment update comes out? Thanks in advance for your help!

Hi! We currently have various order forms in Airtable. What we are trying to do is have all forms, when filled out, sent to one email. Besides, for one form should be sent to a different Email. What we have now is that all forms when submitted go to the same place. We are trying to change that. If anyone can assist us on this matter we would greatly appreciate it. Awaiting your reply, Thanks!

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, "",

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 cha

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

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?