Automations

Hi :slightly_smiling_face: I’m trying to create an automation that sends a slack message to a specific channel when a record is created/updated. THE ISSUE IS, I want it to send a message only if one of the fields equals something - conditioning. I can’t seem to see how to do so. I see I can do that when I choose the option “when a record matches conditions” but I want to separate between creating and updating into two different channels and that I can’t do with this conditioning. Any suggestions? :slightly_smiling_face: Thank!

Hi! Do you think it’s possible to change the activity name which is coming from the API? We use Airtable as a stock list and the sales are automatically deducted. Now we would like to store the channel from which the sale was made so that it is visible in the deductions (activity).

I have two tables, Projects & Tasks and DocCloud Projects and set up an automation to feed new DocCloud records into Projects & Tasks, which seems to be working. I then tried to set up a new automation so that when the status changes in the DocCloud table, it also changes in the Projects & Tasks table. This one is not working, I suspect it has to do with the way the record ID is selected.

I am trying to addd an automation that does the following: When a Multiple Select Field has a specific value entered, it then creates a record in a second table with some of the fields from the first table. That part is easy. The problem is that I want it to place today’s date into a field in the receiving table. I cannot see how to tell it to simply place today’s date in that field when creating the record. Thanks!

I’m looking for a way to have every other (every 2nd) new record created in a table (the records are being created off of a website from Zapier) be directed to a specific view by having a specific status assigned using a status single select field - I’d like every other new record created in the grid view to get assigned 1 specific option of the many options in the single select drop down. Has anyone ever done something like this? Not seeing an obvious way to automate an action on every other record.

Hi AT Community, I’m trying to use an automation to send a happy birthday message on an exact day at a precise time (Los Angeles timezone). For Johnny Test the send date field indicates 7AM LA time but this message was actually sent at 7:50 AM Chicago time (which is where I’m located) which is too early. Here’s the formula I’m using (from this post: Using When Record Matches Conditions For A Specific Date & Time IF( DATETIME_FORMAT(SET_TIMEZONE({Send Date}, 'America/L

Not sure why I’m getting this error. Using an empty array works and removes the values. Essentially what I’m doing is, I’m matching companies to different events. I want to add the companies that are matched when found in the loop into my field called “Mail_Chimp_Company_LookUp”. This script is automatically updating all records every time an event is created. The results variable is an array of companies that are matched to the event tags.

I’m currently running an automation script to flatten a source table into multiple rows. My source table has 1 row per company and lots of start/end date columns per phases of a project but I need to transform into a new table (with multiple rows per project phase) in order to use the timeline view correctly. I’ve been amending the “Table Optimiser” script that appears in extensions to make an automated version and have got this far… let sourceTableStr = "My Source Table" let destinationTableStr = "My Destination Table" let fieldsToFlatten = "Date 1 Start,Date 2 Start".split(",") let fieldNameField = "Name" let dataField = "Date Start" let dataFieldEnd = "Date End" let linkedField = "Companies" let sourceTable = base.getTable(sourceTableStr) let destTable = base.getTable(destinationTableStr) let query = await sourceTable.selectRecordsAsync({fieldsToFlatten: ['Company Name','Date 1 Start','Date 1 End','Date 2 Start','Date 2 End']}); let datePairs

I’m capturing leads from a webform in airtable I can’t keep people from submitting information multiple times (the webform is a drawing for a prize). How can I create an automation for the original names entering a new view - that will check on email address as a unique identifier, for any other record already in the view with that email address before copying from the grid view/original view to the new “deduped” view?

I have an automation that uses the Find Records and the Google Sheets actions. Everything works except that the data is html formatted and appears en masse in one cell in the Google Sheet. I’m using the free version. I’m not sure whether I’m doing something wrong or whether I need to do something on the Find Records action to yield correct formatting for the subsequent Google Sheets action. Any ideas?

Hi everyone and thanks in advance, i was able to map a XML file standard, but the import file extension has a limit of one file for each import. Is there a way to import more xml files in one shot? Thanks

Trying to create an automation where the following happens: I make Table 1, with a “Link to Another Record” field we will call Link Field, and I link it to Table 2 The record in table 1 has a value for “Company Name” which is “Alma” I want Link Field in Table 1 to automatically populate with all records in Table 2 for which “Company Name” is ALSO “Alma” This could be triggered when a new record is created in Table 2, or just every time you open Table 1 it updates

How can I detect the number of records in each status: Todo In progress Done So that I can notify team members when there’s too many in a column. Example: if more than 5 In progress, notify team Any suggestions?

hi, i created an automation to send out confirmation emails after the submission of a form. it worked successfully until i changed the name of a field. now, when the automation is triggered and the email is sent, that particular field is missing from the email text (it just shows a blank where the field value should be). i tried to edit the automation to specify that field again, but the set-up only shows the field with its former name and does not show the updated field name. i have tried deleting it from the automation and re-adding it, but the result is the same: no field value in the output. how can i fix this?

I run a sober living house for women. I have chore assignments set up in airtables. Is there any way to set up an automation that will rotate the chores weekly between the residents?

So I’m wanting to populate a date field with a date 60 days in the future, whenever another date field is updated. Example: In a CRM, I enter ‘latest call date’ field as today, I want it to automatically populate "next call due’ date field with a date 60 days in the future. Any tips?

Hello, I’m Sorry if this topic may have asked before, but I’ve tried searching and didn’t found the similar one. I have 3 sample tables as kind of below, and I don’t know how to realize it to Airtable: the case is if I updated by adding item name ‘A’ to SO with subject ‘ee’, the result will automatically update like this: My main question is how to separate a ‘linked to’ field which is can contain multiple values, to be an individual record/ row, and update it automatically from SOTable?

Hi, all! I like to use the script which is served in marketplace to delete duplicates. But i want to use is as automation, so i need to to remove all input from user and validation in order to run it from a workflow. I want to hardcode table, firstIdField, secondIdField, comparisonField This is the code. Somebody can help me? Thanks for your help! Script Edit code let settings = input.config({ title: ‘Delete duplicates’, description: This script will delete duplicate records in a given table according to the value of two input fields. Duplicate records are detected when they contain the same cell value for each identifying field. For any two records that are considered duplicates, it will use a third comparison field to determine which of the two records should be deleted., items: [ input.config.table(‘table’, { label: ‘Table’ }), input.config.field(‘firstIdField’, { parentTable: ‘table’, lab

Hello guys ! Im ne here an I can’t wait to know more about airtable, but right now I can’t get what I need and that’s frustrating : i’ve got a webhook that returns me an array of values. I want each value to be distributed to a unique row as “title”, but Airtable takes the array and puts it in one cell of one row. Not very useful ! Can I use a formula to distrubute values ? Thank you, Diane

Hello everyone, I am using webhooks to trigger an Airtable automation from Stripe event. Then using script to call the Stripe api to pull additional data about event. My issue, is that the data I need comes back as a list, and I cannot use the info in the next step of the automation… Is there a script or way to break out the line items of the list (in Airtable), so that I can use them in workflow? Shout out #aatt for the inspiration and getting me this far. THANK YOU!

hey, I have an automation with trigger “When record updated”. In the configuration I am watching only a single field. That field type is “Link to another record” with linking to multiple records enabled. During testing, I have noticed, if I quickly add (copy/paste) or remove records in this link field then automation is fired only once. For example removing multiple records with few clicks fire automation only once. Similarly pasting multiple records fires automation only once. Does airtable combines multiple updates and fires automation only once if the updates are within short interval of time? Thanks, Ilyas

Hello guys! I am new to Airtable, and have been absolutely amazed by it’s possibilities. However, there is one specific thing where I got completely stuck for several hours and no YouTube videos or Forum topics helped me get through. I am practicing on a table for a Car Dealership. Each record has 5 columns with Car Details, and then a Single Select Field where we can choose from “Available”, “Reserved” and “Sold”. Then I have another table called “Car Dealership Statistics”, and here I would like to count how many times my cars went into “Reserved” and how many times they went into “Sold”. These numbers can be different because people can abandon their Reservations and the car becomes Available again. I wanted to tackle this with a Counter column, a Formula column ( Counter+1 ) and an Automation that increases Counter by Formula when the field = Reserved, and then same when field = Sold. However, I keep getting the message in my Automation that the Formu

Is it already possible to get a download link of a page designer document in a record? Waiting for this for many years already. Thanks

Hi all, I’m new to Airtable, so it’s likely I’m being an idiot over here. I recently connected the Fintable Extension to integrate banking data; Account Balances and Transactions to a Fintable Base. I have then synced that Base in to Tables in to my Main Base to use. I have a Table where I have used a Gallery View to host card details and if it’s active, expired, type of account etc, see example… Now, what I am trying to do, is create an automation that automatically updates the Current Balance Field as soon as that field is updated (based on the Fintable Base Sync). When creating this Automation, here is what I tried setting up -

Hi, so I just setup a task table linked to my contacts with a date w/ time field… so… what I would like is… of course a reminder of these tasks. These are actually call back reminders from my CRM (like if someone says call me tomorrow after 1pm or whatever). So… what I want is an automated email every morning at like 6am for all the tasks (call backs) due for that day… and then… perhaps if possible… some kind of… SMS… reminder of a callback for that day… heck even a phone notifications, or a ding or whatever. So… anyway the second part (ding) is not that important I guess because I could just set it myself but… the email atuomation on the day - I’m guessing that’s not a crazy ask right? EDIT: I’m playing with automations now but obviously like… I’d like to be able to have one “batch” email sent - so like let’s say I have 5 call backs… instead of 5 emails… 1 email! With all the batches! Hope that makes sense. Thanks!