Automations

Hi, I have written a very simple duplicate validation script that is triggered from a record create event, but it doesn’t work from the automation and it works fine in the extension. This is the action script code: // Input variables setup let inputConfig = input.config(); let clientID = inputConfig.clientID; let clientName = inputConfig.clientName; let clientRename = clientName; // Query Resultset let table = base.getTable('Clientes'); let view = table.getView('Clientes Duplicados'); let queryResult = await view.selectRecordsAsync({fields: []}); // Duplicate Validation let regex = /\[+\d+\]/g; let duplicatesCounter = 0; for (let record of queryResult.records) { if (record.name.toLowerCase().replace(regex,'').trim() == clientName.toLowerCase().trim()) { duplicatesCounter++; }; } if (duplicatesCounter > 1) { clientRename = clientName + " [" + duplicatesCounter + "]"; await table.updateRecordAsync (clientID, { "Nombre" : clientRename }); }; ou

Hi all, I have three tables: People Projects Sub-contracts The Projects table has a multiple select field that lists all the people (from linked table) involved in each project record. People are often involved in multiple projects and all projects have more than one person involved. The sub-contracts table lists the contracts that each person (linked from People table) has and the project it relates to (linked to project table). Currently, each sub-contract record is created manually. I would like to setup an automation that creates a new sub-contract record for each individual involved in each project. The automation trigger seems obvious (new record created in project table) and the action seems obvious (create new record(s) in the sub-contract table). The main problem I’m encountering is how to split the linked multiple select field of members? At the moment, the automation dumps all the individuals into one new sub-contract record. I’m open to design / restructure tips as well a

Each record in our Base corresponds to one of our members. I want to send out a mass generic email to each record/member, asking them to review & update their own record’s fields . Does anyone know how to do this in AirTable? Thank you in advance.

Hi Community, I have an issue that would like help to solve. We have an email sent our in automation once a records is in a “Review” stage. The email is sent, in part, as a Grid. Our field data is getting longer so we decided not to select the “truncked” option but the email sent are not showing gridlines (like I see in some examples here in the AT community posts). This makes is not possible to understand which adjascent fields are in the same record. Any help would be appreciated. This is how we see how others in this community said their look like…

Working with “Record Created” automation triggers, and I’ve realised that I’m needing a trigger for “When a record is duplicated” - in that, I’m needing to amend both the original and also the duplicate record upon a record being duplicated. I wrote a request to Airtable support to consider adding a new trigger “When Record is Duplicated” - ie; the user right clicks and selected “Duplicate Record” from the right click menu; You can see from my screenshot - if there’s only one original record, then no revision. But if it’s duplicated, then Revision of original becomes A, duplicate becomes B. Then duplicate of B becomes C and so on. Updating the duplicated record is very straightforward, but I’m struggling to think of a method of how I can update the original record that was duplicated… I don’t think there’s an easy way to get the record ID of the original? Maybe I need some dynamic filtering lookup to find the duplicate record, find the entire set, then Revise that entire set… it might

Hi there, my team and I are creating an automated email that hyperlinks unique links (a prefilled link for each record). Since it’s a very long link, we’d like it to hyperlink as “Can you please take a moment to fill out this form?” Does anyone have any suggestions on how to hyperlink this field?

I have the following problem. I use airtable daily to track the progress of specific “qc samples” and In the end we ran a test on the data using a toll Wich gives us results, we then manually update these results on airtable, I have been doing it manually and this takes so much time. I’m looking for a solution that can automatically compare the name on airtable vs the name on excel and update the “final” result using the data on the excel document any suggestions will highly be appreciated.

I would like to create an automation that when a record in table-1 is created, a record in table-2 is automatically generated. And the key field in table-1 is copied over to Key field in table-2. I hope this is a fairly easy automation. I appreciate your help.

Hi! I have a base with multiple tables in it. I have created a multi-step automation that should work like this: A record is update in Table 1 (Called ‘Complete Data View’) That triggers a duplicate record being created in Table 2 (Called ‘Archived Grant Projects’) Once the record in Table 2 (‘Archived Grant Projects’) is created, that should trigger (via script) the original record in Table 1 (‘Complete DataView’) to be deleted The automation passes all tests and it DOES successfully duplicate the record in the Archived Grant Projects table. However, it does NOT actually delete the original record in the Complete Data View table. I have tried a bunch of tweaking to get it to work and I’m just lost now. Here are some screenshots of each step in the automation. Can someone tell me what I’m doing wrong?

Hi, I’m looking for help or advice on how to create automations on one of my created tabs. Basically, I work with a company that rents furniture. Our rental term lengths range from 30-90 days (90% are 60-day terms). Is it possible to create 2 automations that do the following? Projects installation date is automatically added to our google calendar 2-Weeks, before a term ends can automation be set up to *, send an email to notify a client their term will be renewing, and if they wish to cancel and schedule removal please contact us or send me a reminder to notify the client Let me know if this is possible to do

I browsed the numerous articles within the community and didn’t find anything that could help me with using a URL field that I have in Airtable to send as a clickable link inside an email, sent by automation. I used every possible variation and syntax for the link to be displayed and clickable, but it doesn’t. Thank you very much.

Hey there guys. Im completly new to Airtable and having some difficulties integrating Airtable to my website forms. So these are the values on the website: I need these values to the Airtable aswell Right now I got: truefalsetruefalse. Is there a way to change these?

Hello, I have a table that shows deliveries with pickup dates and delivery days plus the date someone summitted it to be invoiced. I also have a Invoicing schedule table that has date ranges so anything summited within those dates will be invoiced together in one invoice which already has a pre-established invoice number. At the moment I manually look at the date summited and link it to the invoice record it should be a part of. I would like to automate this process where Airtable will automatically links the invoice that has the submit date with its range. Thanks, Danile

Hi guys, it’s a mess that cannot change or set the name for Run a script. If I have more than one module - it’s difficult to navigate among them. Please consider this ability

Hi, I’m hoping someone will be able to help me- I’m trying to automate tasks for different projects based on a set timeline. I’ve inputted all of my tasks for a range of different projects and essentially would like to know what is the most efficient way to update a work in progress table dependant on the start date and due date of the project. Thanks!

Hi, I’m trying to do something that seems very simple. Once a day, I want to reset a checkbox value to unchecked for each of my records. The table : The automation : Can’t figure out why it doesn’t work. What do I miss?

I have a rollup field that calculates the amount of items that have sold in a specific month for each sku. I want that month to update with each month. I have a SKU table that is connected to a SALES table. Below is what the rollup currently looks like. I want the Month-Year to autoupdate I was thinking on building a script using automations where on the first of every month it would change the filter. Is this possible. Side note: To me this is a countif formula, but I dont believe this has been implemented yet. It would be nice to see a feature that adds the ability to filter using a custom function

I have a base that is being used to store all incoming data from a Tally form. The base is separated between two tables, “Applicants” and “Rental History”. On the Rental History table I have a lookup that pulls the applicant record from the “Applicants” table. However, I have to manually click in to the lookup and select which applicant I want to connect to. Is there a way to automate this so that when a form is submitted and a new record is created in the “Applicants” table the “Applicants” lookup on the “Rental History” table is automatically linked to the new applicant’s record? I hope this makes sense and any guidance at all is greatly appreciated!

Hello Everyone, I have a problem, like when a record is not Tx Ready before 24 hrs of release date, it should create a record in our data center base. But it is syncing from another base outside of that. Is there any automations that can work to sync the creation of record? This is what it looks like: I have tried to create an automation this way, but its not working. When I ran a preview test, it says “No records match this trigger’s configuration and the current search query. Add a test record or modify the trigger to successfully test.”

These tables are all on 1 database by the way. Airtable Grid view - Airtable Explore the "Grid" view on Airtable. Airtable Main View - Airtable Explore the "Main" view on Airtable. I have been playing around with automations and a trigger that matches conditions, but it gets specific. For instance, I am trying to: when I type in a case number which is xxxx-xxxx, it will prefill another field where it will put the abbreviation from the Center ID table for me. Example on there is 01209-0085. I want to match the condition whenever I type in 01209, it will automatically prefill in CC SJD (from Center ID). I’m sorry for bad explanation.

Hi All, Hoping for a quick answer as I cant find it through search. I have an existing base and table that has already been populated by form entries. After the fact, I created email automation to email based on specific criteria. It seems that the automation only works on new records as they come in. Is there any way to push the automation to run on existing records in the table? In Hindsight, I should have set up the automation before but it’s a bit late now.

Hello. Nice to meet you! I want to compare 2 fields and fill another field with checkbox. For example, I have Company_tags and Current_firm fields in A table. Company_tags fields contain several companies name, and Current_firm contains 1 company name only or not contains. So what I want is I want some automatic way of seeing if the Current_firm is included in the Company_tags. If not, I want to check Confirmed field. I think this can be done in Airtable automation script or using other script. Check screenshot. Lightshot Screenshot Captured with Lightshot Please help me how to do this. Thank you.

My notifications this week haven’t been sent, this problem is related to the automations, anybody else having this problem?

Hello, I have pulled and seperated a sting of data on a new tab and would like the Primary Field to include some of the seperated data. I keep getting the circular error message. I’m struggling to see why this is happening but would love to know is there a work around? The string contains: Cost Name–Staff Name–Description of Services and as been seperated into different columns: {Cost Name} {Staff Name} {Description of Services} I would like the Primary Record to contain: CONCATENATE(datetimeformat({Date},‘YYYY-MM-DD’)," “,{Staff Name},” ",{Cost Name}) For whatever reason, I can add the full string but not the seperated information. Thanks

The UNDO option in the top right us missing since yesterday’s update - does anyone know where to find it?