Automations

Hi there! I am trying to send personal & private reminder messages via Slack to people in my team. For that, I created automation and would now like to add a dynamic (colleague+me) channel ID which is connected to their name and therefore allows me to also put a dynamic (personalized) greeting. However, I am not managing to get the automation working. Is it possible at all? Do you have any tips on hand? Please don’t hesitate to ask questions in case it is not 100% clear, I am conscious that I am having a hard time describing my issue. !

I have created a form that we want to send to our customers with some data prefilled. The form is working correctly when i follow the link from within the Airtable, however, when sending it in an email some of our links get changed. For example “?prefill_Company+Name=rec4C08RaU1jF9SZG” is changing to “?prefill_Company+Name=rec#C##RaU1jF#SZG” It appears that all numbers are being changed to a ‘#’ Any information would be greatly appreciated. Many thanks in advance

Hi! I’m trying to build an automation for a social media tracking table wherein when a user selects a status from a dropdown (ie Facebook, Twitter, Instagram, etc.) that Content Title will automatically have a suffix added (ie /FB, /TW, /IG, etc.). Any suggestions on how to build that? Thanks for the help!

I have an Automation running that copies a record from one table into another one every time we check that a task has been completed. It seems to work well except when there is any attachment attached to the record being copied. In those cases, the automation doesn’t function, and the record isn’t copied over. Has anyone else experienced this problem?

Hello I have 2 fields: Start Date and Time (Calendar filed) & End date & Time ( Formula field based on Startdate+ Duration) I am trying to create an automation for creating events in Google calendar based on the checkmark trigger. But get an error refer the image. Please help

Is there a way to not save scripts while in development and testing or maybe to revert back to a previous version? The script is saved when you “Finish Editing” to go back to the 1st Automation screen to run the “Test Automation”. Which means that if you run into an error, your script is already saved with the error and you can’t go back to the previous version. Maybe my work flow is incorrect. Please help

Hi, If I create an automation with the following configuration: Trigger: a record is created Conditional action: if record meets X, update field A with values (‘in-app’, ‘bespoke’) How do I make sure it doesn’t overwrite any values that already exist in that field? I just want to add the two additional values, if they don’t already exist in the field. I’ve tried the following, where you add the existing values of Content Theme into the updated values but it does something weird to the field configuration and adds a blank field value option if the field is blank before this automation. Is this possible in the automations?

Hi there, What I’m trying to achieve around purchase orders. I’d like to create a new record in PO’s table and on adding the Supplier in the new record, an automation is triggered. This would “find records” in the Products table that have the matching Supplier. Then, in the Purchase Orders Line Items table, new records would be added for each Product that was found and would including the PO# from Orders Table and the Product Name and SOH from Products table. I can have the automation find the records but it seems to only output to a single record with multiple values. I need a way to create the multiple records. If anyone has a basic script for such a thing, or could help in any way, that would be amazing. Thanks in advance! Jason

Hello, I built an automation to fullfill a linked record with some info when another record in not empty. It is working perfectly for new records, but i need to run this with all the records in a table that have been already created. this is my automation. x Might somebody help me with this, pls?

Hello everyone, This all applies within the Google environnement. I am using Airtable to capture my work for reports. I love the automation that creates Airtable records from my Calendar. However, this automation does not encompass Tasks that are given a date (action which shows them automatically within my Calendar). Is it an error on my part that the Tasks in my Calendar are not being captured in the automation? if not Is it possible to tweak this automation to encompass Tasks once they are inserted into the Calendar? if not Is it possible to set up a separate automation for Tasks? (not a preferred option) Hope this makes sense, thank you.

Hello, I have a simple question: I want to insert tags automatically when a cell or multiple cells contain value under, or above a level or contain certain words on a different cell. For example: if value is below 50%, insert tag(multi-select) “Low traffic” or if the “Health Care” word is present in a cell, then insert the same multi-select tag cell “Animation” Basically I want to auto tag my data. Do I have to create an automation for each tag? Thanks!

Hi - I need to be able to do a batch insert into a child table, monthly. I’d like to automate this. If I were doing this in traditional SQL it would look like: INSERT Table2 (UpdateColHere) SELECT ColHere FROM TABLE1 WHERE ConditionField = ‘TRUE’; How would I go about that in Airtable? If by script, does anyone have any examples?

Hello! I have a base - we will call it base 1. It contains visible and non-visible records. I have a view within the base specifically for “visible” records. When a record changes from non-visible to visible, only records in that view are seen. I have synced the “visible” view to Base 2 and set up an automation that when a new record enters the view, it creates a new record in table 1 within Base 2. All is working as expected. When a record is updated in Base 1, it updates, as expected via sync to Base 2 visible view. Working as expected. What is not working. I am attempting to set up an automation that when a record in Base 2 Synced visible view is updated, it updates the fields in the “new” record within table 1. I keep getting an error that the record does not exist. Any tips? Thank you!

Hello! I am trying to create a two-part order/inventory table. I have serial numbers in one table, order received with the orders that the salesperson enters in another table, and order picked in the third (this table is for the fulfilment staff to be able to select the serial numbers desired for that order). All these tables need to be connected and I’d love to have it all automated. But, first step in doing all this is I need to copy order recieved table to the order picked so that there can be two separate forms for my separate departments. I’ve tried doing an automation with the trigger being “when a record is created” and action being “Copy to order picked”. And then once the order has been fulfilled, it all is going back to order received or another table… But for whatever reason this won’t work! Do y’all have anything to help?! (I’ve tried doing two forms in the same table, but I don’t want to create new records each time, I want to do half the record fill

I have set up a simple automation where the trigger is an email being put into a particular folder on my Outlook email system. This then triggers the creation of a task, taking some of the information from the email. It runs perfectly when you test it, so I then made it live and put 5 emails into this folder. Only 2 have come across as tasks - I simply can not work out why the others haven’t (I left it overnight, so assuming it isn’t a timing issue). Any help / pointers on this would be much appreciated.

Dear community, I have a field which gives a multiple choice of dates. I would like to add an automation where when one of the options get selected for 4 times, it will be removed from the multiple choice list. For example in the screenshot above, if 17/1 has been selected 4 times, remove or hide it so no one can select that anymore. The idea behind it is that this is a registration form, and I offer 4 slots for each of those dates and when one of the dates has been selected 4 times the date slot should automatically be made unavailable. To make that happen I could think there needs to be a few things A new field that counts the number of times the date has been selected Compare the field in 1) and trigger and action to hide the date slot but I can’t figure out how to hide the option from the multiple choice.

Table named PARENTS. Principal fields for new records are role (mother or father) name address spouse (a link to another record in the same table) In the demographic whose data will populate this table, spouses are more than 90% likely to share the same address. But 90% < 100%. So I want the spouse record to store the address independently. At the same time, however, I’d like to eliminate superfluous typing. I can get two-thirds of what I want by creating the mother and father records separately. Say the first parent is a mother. If I save and exit that record, then create the father record de novo, enter the role (“father”), name etc and from the perspective of this second record link to the first, I can copy the address via an automation. But I can only get this to work from the perspective of the second record. What I’d really like to do — what would give me three-thirds of what I want — is b

Hi all! I am writing an automation script to sync data from an external API into Airtable. The table in question has 2,051 records and I’m now hitting the 30s run time limit. I’ve done all I can think of to optimize performance, I’m already batching the writes in chunks of 50 and using table.updateRecordsAsync. After adding some logging I confirmed that the batches are taking a whopping 750+ms to process — which, for 41 batches, takes me over the time limit. :exploding_head: Isn’t it crazy that a simple write (I am just copying the values over 1:1, there are no formula or rollup fields) that would take <5ms in a normal database takes so much time in Airtable? Especially considering it is initiated from a script running on their architecture? Is there anything I can do to further optimize performance? As it is now we are unable to

hi all, How do i go about making a specific field change to a specific value depending on whtsa in another field? What I’m trying to do is, put together a database of property listings. So if I pick a specific apartment building in a single select field. I want another field to update and show nearest subway station. so I dont have to do add the subway station every single time I add a listing in a specific apartment building. There will be of course hundreds of apartment buildings. Am I supposed to write a formula that says? IF xx building, then put this Subway station? if xx building, then put this station. That would be a long ass formula. Please advise. Thank you!

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 hardwa

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