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  • 5,192 Topics
  • 16,179 Replies
5192 Topics
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Dan_AinspanNew Participant
posted in Automations
Delaying an Automation Based on Records Created from Forms

Hello, I have records being created from users on a public form. These records involve Event Dates. My email automation is using that Event Date to trigger reminder emails (1 week before the Event) and other triggers, like the day after the Event. The only problem is these triggers are happening just after midnight, which is not ideal. I don’t want to send emails that late/early into the night. But that is when the records “show in view” using filters. I can’t figure out a way to delay these automations, and, I can’t manually go in and adjust the time for each record since these are created from the users themselves through the form. Any ideas??

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ScottWorld
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Michael_HjortenInspiring
asked in Automations
Appending Row in Google Sheet, any numeric value will not populate

Automation is setup too append a row to a Google Sheet. All of the values (text, dates) will populate within the sheet row, except for the numerical score values when the automation is running. However, if I run test automation with the same record, the numeric value will populate into the column. The scoring numeric values in AirTable are single select based on automated triggers to specify to a certain score. I have tried changing the column data format on the google sheet with no success. I have tried to change the triggers as well as adjusting the value lookup but still will not work unless I run a manual test. Any ideas on what I maybe missing?

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Mohsin_RazaKnown Participant
posted in Automations
Update Status of Car in Car Table Based on changes in Status in Contract Table

Trigger is the priority here Triggers: When Contract(status) is moved from Active Rental, Rent to Own Active, AA Auckland to Returned or Swapped Cars & Bond Transferred Contract status has many option and I want only to run the automation when above scenario triggers not for all the option. Do this: - Change vehicle status from Hired to Available? in Car/Vehicle Table

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Laura_VileParticipating Frequently
posted in Automations
New Field not pulling through to Airtable Automation

I added new data to my table and wanted to use that as a field in my automation but when I add this in there is no value against the field. The only way I have managed to get the values in is duplicate the automation but this seems like a very long winded way to just get a new data field into my automated email. Any ideas?

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Gemma_PermanandNew Participant
posted in Automations
Match text across tables for automation to update record

I am creating a booking web app using Softr and Airtable. At the moment suppliers list vacancies using a Softr form and this form creates a vacancy record in the ‘Booking availability’ table in Airtable. Each vacancy has a book now button which automatically passes the record ID and logged in user name to Airtable and creates a record in the ‘bookings’ table. I need to link together the ‘booking availability’ and the ‘booking’ tables to enable the customer name to be populated in the ‘booking availability’ table. The ‘booking’ table pulls the record ID of the vacancy listed in the ‘booking availability’ table. Can I use an automation so that when a record is created in ‘bookings’ it automatically finds a match to the record ID and then updates the record in ‘booking availability’ to add the customer name?

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TheTimeSavingCo
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Republic_of_AthNew Participant
posted in Automations
Populate Rows of Table with values of Column from another

I have a table which imports the sales tickets from my Shopify site. In the output are the SKUs of the items sold. I’d like to auto-populate a new table with rows representing each SKU to remove them from another site via API. This is a sample of the input table, listing_id is what we’re trying to make 1:many rows. I’ve found a script “Get Single or Multiple Select Options” that gets close (I had to make listing_id a ‘multiple select’ but that’s ok, I think), in that it will output the column values like so: >11 >194398596211 >12 >888072262546 But I can’t quite thread the needle on getting that to save as a new column in another table. it feels like that should be easy to add to the script but I’m not quite there. open to any solution that creates a one to many value where each SKU is it’s own row basically (the API to remove the values from the other sales solution requires you do them one at a time).

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Kamille_Parks11
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Helen_GeorgiouNew Participant
posted in Automations
Automation and linking tabs

Hi. I am new to Airtable and new to a company that uses it. There seems to be a lot of streamlining that could be done with the system to cut down on manual tasks. We think we have figured out how to automate but we need to link tables together, see image attached, (i’m not familiar with the correct terminology) Are there any quick and easy video demos that be recommended please?

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Niyatee_SharmaNew Participant
posted in Automations
I'm having some trouble automating my stocklist levels

Hi, I’m having some trouble automating my stocklist levels. I have set up automations that can pick up Qty Used of a certain product at a given time. I deduct that qty from the Initial stock I have inserted into my Airtable using a subtraction formula. Now how do I replace Initial stock with this new reduced qty without having it go into an infinite loop? What kind of trigger can I use?

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tiolan
tiolanNew Participant
posted in Automations
Grouped summary on email

Hello! We have a grouped view with totals, and want to get theese totals on our email every day. Is there a way?

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tiolan
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Alex_HoltNew Participant
posted in Automations
Help pulling attachments into record based on criteria

Hey guys - Need your help with an automation that I’m stumped on (or maybe it’s not solved by an automation). Ultimately I’m trying to get an attachment to be sent via email when a record status is updated to a completed status. The attachment to be sent will be different depending on 2 separate criteria in that row. The attachments available will be the exact same every time depending on the criteria they match and exist in a separate table within the base. How the heck do I get those pulled into the record so that they can be sent when the record status moves to complete?

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TheTimeSavingCo
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Corporate_EngagNew Participant
posted in Automations
Automation inviting people to update their Airtable records

Hi everyone! I’m looking for advice on designing a specific type of automation. I have a database that contains records of companies that are fundraising, and I want to set up an automation to send them a copy of their record 4 months after they join the database and invites them to update their record. I’d like to send two follow-up reminder emails to only companies that don’t respond to the first reminder email. After the reminder emails I’d like to set it up to delete their record if they don’t respond (so I think the trigger for deletion could be if their record isn’t updated after X months.) This is a related automation with I think lower complexity: I have two databases for members of a particular community and I’d like to send them a copy of their records after one year and invite them to respond to the email with any updates (which I’ll then make manually). Does anyone have any ideas or insights on how to set this up? I’ve been playing around with both Airtable Automations and

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TheTimeSavingCo
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Master_GFNew Participant
posted in Automations
Add multiple records at a time

Hi, I tried to apply this solution found in the community : "You can add multiple blank records by using the [shift][enter] keyboard shortcut in a grid view. Simply hold the keys down longer to add more records. I tried to hold down the keys longer : it only adds new lines in the text edit box of the record. Does anyone know if I’m doing something wrong?

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Rodney_Beadon
Rodney_BeadonKnown Participant
posted in Automations
Auto number needing to start from 0100

Hi I hope this is the correct forum for this question. I am trying to add a automatic membership number for my members on my base. I want the format to be H24S0100 and carrying on from there. “H24S”& Name is the formula that is working, the rest try as I may does nothing. Some guidance will go down so well. Thankyou

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Joachim_BrindeaInspiring
asked in Automations
[AUTOMATION] Link to records from two steps in one field

Hello, Do you know how to link to records from two steps in one field in an automation? Right now it’s concatenating the records into one new record instead of linking to the two records separately. I’ve tried adding “,” and “;” or even just a space to no avail. Thank you for your help, Joachim

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Nathan_Ramey
Nathan_RameyKnown Participant
asked in Automations
Button URL automation problem

Hello everybody! I was trying to create a automation that emails someone a prefilled form so they can respond to a record that somebody else put in. However both the button formula, and the record formula stops short of the entire form being a clickable link. It has the form link and then ?prefill then it stops. Can anyone help me with this? I would like the entire URL to be clickable.

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Nathan_Ramey
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Marceau_SavignyNew Participant
asked in Automations
Automation every week 10 records have been create

Hello and thank you for any future replies, I need an automation that checks that every week 10 records have been created. If this is not the case, a slack push is sent. I have no idea how to do this. Do you have an idea how to get me started?

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Mohsin_RazaKnown Participant
posted in Automations
Automatically add fields in records in Kanban View

IN KANBAN VIEW ON CONTRACTS TABLE, WHEN CONTRACT IS MOVED FROM “ACTIVE RENTAL” TO “RETURNED” STAUS, CAN THE “CONTRACT END DATE BE ADDED” FIELD added in the record in kanban view automatically.

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Mohsin_RazaKnown Participant
posted in Automations
Updating current date in field using automation

I am trying to update “current end date” field with current date when status is active within automation. It gives an error - could not convert string to date. How to do that?

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Evan_Thompson1Participating Frequently
asked in Automations
Twilio SMS Survey

I’ve created a simple 3 question SMS flow in Twilio and by using Zapier I am easily seeing new records and their SMS responses in Airtable. How do I get all 3 responses added to the same record? I did my best to search for this and came up short, I apologize if this has already been answered. Thank you!

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TheTimeSavingCo
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Jay_PKnown Participant
posted in Automations
How do i lock second column in airtable like the first one is always locked from scrolling left and right?

How do i lock second column in airtable like the first one is always locked from scrolling left and right ?

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Martin_BelkNew Participant
posted in Automations
Form Submission not working

Hi, Newbie-ish here. I searched the forums - cannot find anything. Created simple from - nothing at all fancy - when I getthe share link - it works, but using it and filling it in does not add any records in the base - tried several browsers and such No passwords turned on - nothing to block, Form comes up - fill it in, get a confirmation - then, nothing. Any help greatly appreciated! Thanks!

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Nicolas_CaplatKnown Participant
asked in Automations
Linking the content of a cell to the content of another

Hello there, I’m trying to use automation for a particular case, with no luck so far, so I’m looking for some help here finally. I have several choices for a field, let’s say CompanyA, CompanyB, CompanyC. Now I’ve got another field, providing an URL, which is different for each A,B,C company (so 3 different URLs in this example). Now if I work on a particular record / line of my base, I’d like the URL cell to be automatically changed with a defined value depending on the company I choose in the Companies field. If I choose Company A, then the URL cell will automatically get the URL - A value, and so on. Any idea on how to achieve this, please ? Thanks in advance, Regards.

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Mohsin_RazaKnown Participant
posted in Automations
Email Body in Airtable Automation

I am trying to match founder table with investors table and when there is a match, I am sending email to the investor. In the body, I am writing like this “Hi {investors name}” but it takes all the matched name instead of the investor I am sending an email. How should I do that.

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gaston
gastonKnown Participant
posted in Automations
How to vlookup data from a Google Sheet

I have an airtable base that contains leads information. I have a Google Sheet that contains information about those leads and other leads not contained in Airtable’s base. I’d like to add a lookup field into my Airtable base, but I want to lookup data from the Gsheet. Is this possible? Should I need to develop a script to do so?

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TheTimeSavingCo
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Tim_PageParticipating Frequently
posted in Automations
Notify collaborators from an automation when a field changes

Hi there, hoping this is an easy one but can’t see to make this run. I have an automation watching if a particular field is changed, and would like to then notify the collaborators who are assigned to that record either inside AirTables notifications or by email (am assuming because they are collaborators Airtable should know their email addresses). Thanks T

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