Automations

I would like to create an automation that add the current year to a numerical field when a checkbox field is checked when a task is completed. To do so, I created a field “Current year” in which I used the formula “YEAR(TODAY())” and a numerical field “Year completed” to store it when the task is completed. I also have a “Status” filed for tasks. I created an automation that look for updated records where the checkbox field is checked. I programmed two actions: The first one changes the status of the record to “Complete”; The second one adds the value of the “Current year” field to the “Year completed” one. However, if the first action worked perfectly, the second one give nothing. I tried forcing the type of the “Current year” to be a numerical one by adding +0 but it doesn’t work either. I would appreciate any help if someone else has already encountered this problem. Thank you

Hi all! I am pretty new to AirTable, and I wanted to ask for advice on creating an automation for an inventory table. I would like to create an automation that: When something purchased (check marked under the “purchased” field) before is purchased again on the “shopping table,” the automation will update the corresponding record’s quantity on the “Movement Table.” 2.When something never purchased before is purchased on the “shopping table,” the automation will create a new record on the inventory table with the corresponding information. I was unsure if these should be two separate automations or not. I have also created an automation similar to this before, but one issue I encountered was the creation of a new record even though I only wanted the quantity to be updated. Any help is greatly appreciated. Thank you!

Help! I’m trying to create an adopt-a-clinic scenario. Here is what I am hoping for: folks submit a form (already created) with name, email and number of clinics they will adopt (choices are 1,3,5,7 and 10) a new record is created in the “grid view” from that form with those fields it will trigger an update of the existing records in a separate table of clinics we have —> in other words, to pull over the name and email from the form to the “volunteer name” and “volunteer email” fields in the existing clinic table (essentially assigning people clinics when they submit the form) I’m hoping it could also be done to assign the correct number of clinics to each person based on the drop down choice included on the form of 1,3,5,7 or 10. Is this possible??

I guess there is a problem with the links in automations when you send gmail emails as an action. On the preview you can see the link perfectly. Hw, the email is sent without the link. David

Good day everyone! For gmail automation, in the Message section - is there a way to format fields that are inserted into the content of the message? Examples are below: I would love for the message to be easier for the client to read. Thanks!!

I have a table with 500 students. 400 of them I have the photo ID. For all of them, I have the email address to contact the parents. I have a form designed with mini extension allowing a parent to log in with the student ID and the last name, in order to upload the student’s photo ID. I would like to generate to all parents of a student with no photo a personalized email allowing them to upload the photo ID. What will be the way to do it?

Hi everyone, I have created a multiple choice quiz (following this guide Self Grading Quizzes With Airtable). I have setup a field with the total score of all correctly answered questions for each student. I want to transfer this value automatically to another table into a field that is associated with the same email address as in the quiz table each time a new form is submitted. Ideally I also would like to achieve that another submission from the same email address is ignored and not transferred a second time. I am still very new to airtable and unfamiliar with the correct terminology. I hope this was understandable. Thank you for your help!

Currently I have a HTML prompt that will launch iMessage on Mac and prepopulate a body of the message. The formula looks like SMS:/ (123) 456-7891 /&body=Hi person, it was great to see you! When I input this into my web browser, it works great: launches imessage, prepopulates the number and text body. I want to get the button field to launch this HTML line: PROBLEM is that when I launch the button “open URL” it encodes the HTML line automatically and outputs something like- http://sms/%20(123)%20456-7891%20/&body=Hi%20,%20it%20was%20so%20good%20to%20see%20you%20last%20night! This no longer works and just says site cannot be reached. Any help or suggestions?

Hello- Do you know why this automation is not working right? Basically for if the Designer IS: And ANY of these status updates are made at any given point, an automated email will get sent to the designer. But it’s not working right, any idea’s? Thank you!

Hello, I have been trying to figure this out for days now with no luck! Any help would be greatly appreciated! I am trying to use an automation to find several records that all have the same name. I want to take those records after they have been found and copy them over to another table. To be clear if the automation finds 4 records, then I want 4 records to be copied and I do not want them to be in the new table as 1 record with 4 in the linked record column. I have successfully found the records using an automation, but how would I copy those found records over to a new table. Any help would be greatly appreciated! Thanks in advance!

Hi community, I am kinda newbie to Airtable, trying to build a CRM base out of help from a number of different Youtube tutorials. Airtable Airtable | Everyone's app platform Airtable is a low-code platform for building collaborative apps. Customize your workflow, collaborate, and achieve ambitious outcomes. Get started for free. This is a sample base I am building and where I am stuck at. I want to collect signups from my website using Airtable form (embedded). After a fixed number of days from the signup date, I want to automatically send out form-embedded emails to the customers for the purpose of collecting their feedbacks, then update the existing records from the replied forms. Could I have some help? Chao, John

Hello, I made a script to query a API and update current rankings of records. I have a test table with 5 records and 1 is a empty record. See screenshot for my test table: code: //set the variables let api_key = '{apikey}'; let table = base.getTable('tesdata'); let query = await table.selectRecordsAsync({fields: table.fields}); for (let record of query.records) { let domain = record.getCellValueAsString('Website'); let zoekterm = record.getCellValue('Zoekterm'); let country = record.getCellValue('Land'); let gl=country; let hl=gl; if(gl=='co.uk'){ gl='uk'; hl='en'; } else if (gl=='com'){ gl = 'us'; hl = 'en'; } //build the api call variables var url = 'https://serpapi.com/search?q='+encodeURIComponent(zoekterm)+ '&gl='+gl+'&hl='+hl+'&output=rank:'+domain+'&google_domain=google.'+country+'&num=100' + '&api_key=' + api_key; console.log(url); var requestOptions = { method: 'GET', }; //build the api call variables //m

Hello, My name is Teddy, I’ve been using Airtable for 3 months (I’m a beginner). I read community topics and it helps me regularly. But today I need help please. I want to use a trigger for a junction script. The script works when I run it manually (with the settings) but I cannot configure it directly in the tool. Can anyone help me?

Hey all, I’ve been happy with my JavaScript progress but have hit a bit of a roadblock this morning, hopefully it’s an easy one. I’m parsing records with a matching string Name field - in this example “Tropical :palm_tree: ”. Then, from each returned record, I’m then filtering out any records where “myLinkedField” field is null. From the four records found, we return the three with Colours. What I’m now trying to achieve is to grab the array of linked “Colours” Record Ids found in the remaining filtered records (3 in total) - which I can do, but not in the desired return structure. My filter/map code returns the correct data, but I’m needing help to massage it into a simple array that I can then use to stamp into the original record after deleting the duplicates. //Tropical 🌴 De-dupe let table = base.getTable("Themes"); let themeQuery = await table.getView("Amazing Themes").selectRecordsAsync({ fields: ["Theme Name","Created","Colours"], sorts: [ {field: "Created

Hey Community, I need a hand to know if something is possible. I have Products on Table 1 which are created manually. These products are made up from components which are mapped as records in Table 2 (anywhere from 2 - 20 components per product). When a product is added to Table 1 I’m trying to find the matching components in Table 2 and then create a list of the components as records in Table 3 (as I need to perform order specific calcs here). I can see using the automation and find records I’m able to achieve this for a single record but not multiple at once, is there something I’m missing or a simple script I could use to overcome this? Any help would be appreciated.

Hello I need some help with the Rollup, I have two tables: Points Tracker and Members In the Points Tracker table, there are 3 columns: Member Email, Event Name, Points. Whenever someone joins an event, we get their email and the name of the event that they joined and based on the event name they got different points. Same people can join multiple events and collect points from each event such as: first @gmail.com - Event1 - 15 Points second @gmail.com - Event1 - 15 Points first @gmail.com - Event 2 - 10 Points The Members table has two columns: Member Email and Points What I’m trying to do is to feed the Members table back with the sum of the Points a member got looking at the Points Tracker table: first@gmail.com - 25 Points I used Roll Up in the Members table but I need to manually select the related records anytime there is a new record in the Points Tracker table. For example, in order to deduct 25 points for the first member, I manually selected first@gmail.com - Event1 - 15 Poin

I have an automation set up upon a record entering a view which will find all services for a given customer and send a Gmail message with a balance due. The problem I’m experiencing is certain table values either won’t appear in the preview, or they do appear in the preview but not in the sent email message. First, I have a “total balance” rollup at the customer table and I’m including this in the Gmail message. While testing yesterday, it would neither appear in my preview nor test email sends, but as of today it is still not showing in the preview but it is appearing in the test email sends. Additionally, I’m displaying the services linked to this customer in a grid. Yesterday these were displaying in both the preview and test sends. Today, they are displaying in the preview but not the email. I haven’t changed anything with the data - why am I getting such inconsistent results here?

Is it possible to use markdown or HTML in the ‘description’ of an Outlook Create or Update Event action? Looking for bold formatting and hyperlink text. Thanks :slightly_smiling_face:

Hello! I’m struggling to get an automation to work between Airtable and Make. If you have a second please could you help me by entering the competition - So I can see where It’s breaking? I’d like to test thoroughly before launching properly. You can see the instructions here: Connect My SaaS Twitter Competition Rules and Terms & Conditions But effectively, you just need to go to an integration page, and press any of the tweet buttons. You can pick an automation here: connectmysaas.com Automation Station Our bots want to help you find the best way to connect your apps. First, pick your trigger application on the left, and pick the action (or destination) app on the right, and our bots will help you discover what is possible. Thank you so much! :pray:

Hi, One of the things I am trying to automate is sending an email with an attachment. This attachment is the latest file available in a dropbox folder, that would be uploaded as soon as its available. Here’s an overview of what I am trying to do: New file is available in dropbox folder > File is uploaded and added to attachment column in airtable base > Status of row changes to send > Custom email is sent to set email. This seems possible, but I am stuck at understand how to let airtable know that new file is available. How would you create this?

Hey Airtable community, I need you! I made an automation to send email to multiple email addresses when a record matches conditions. The automation works well during the test session and sends the email to multiple addresses picked from a rollup field with this formula added: ARRAYJOIN(ARRAYUNIQUE(ARRAYCOMPACT(values)), ", ") . The problem is when I run the automation in airtable data, the automation sends the email only at the first contact of the rollup field. Please, help me to fix this issue. Thank you for your time

Hi, I am trying to update several fields in multiple records, but I have an error when I tried to use the input variables from previous automation actions. The fields that I tried to update are “Invoice” and “Invoice Status” which are single select and “Date invoice” is a date. Here is my script and screenshot: let inputConfig = input.config(); // let records = inputConfig.step2Records let dateI = inputConfig.dateInvoices let table = base.getTable("Payouts"); // for (let record of records) { await table.updateRecordAsync(record, { "Invoice": {name: inputConfig.invoicesID}, "Date Invoice": dateI, "Invoice Status":{name:"Completed"} //Replace Emailed with the field name of the checkbox field you want to update, if different. }) } Thanks for any help!

I have an automation I want to run every 6 months (that is on Jan 1 and then on July 1 each year) and I set it as every 6 months on the 1st at 12:00am starting 1/1/2023 and then it doesn’t begin to trigger until 6/1/23 12:00am. (see the image here) I can’t for the life of me figure out why the timing is off. I also have an automation that runs annually and it’s doing something similar seen here. My daily/monthly automations didn’t do this at all so it has to be something I’m misinterpreting or isn’t documented where I’ve looked.

Hello everyone. N00b alert! In some cases I need to delete an attachment as part of an automated process, after it has been moved elsewhere. I’ve read that you can delete an attachment just by overwriting the field with a blank value Erase all attachments from the attachment field in an instant However this doesn’t seem to work for me. Instead, that action fails with the message ‘Field “Attachments” cannot accept the provided value: Invalid string.’ Am I missing something here or is this better suited for a scripting block? Thanks for your insight!

Trying to set up automation in script editor to show sum total from a table. This needs to only be sent out when new item is added to the table and an email sent out every 7 days