Automations

Hello, I would like to make a form that will check in a table before letting the user submit the form. The use case: I have a list of coupon code that exists with a status field I send by email the coupon code to the user The user submits the form and the status field changes from notused to used. This is not automation because I don’t want the user to be able to submit the form if I understand correctly. How do I do this? I have the impression that this is not possible with airtable form, another tool I can use with airtable or a link please?

Hi, I am creating an automation that will have several conditional Actions, but I can’t seem to get past the first condition. My trigger is a view, and when I test my trigger I can see the specific field I want to use in my action condition, but when I test the condition I get an error. Here are the details: The field that I want to use in my condition is a formula field and contains text, e.g. “John Doe”, and I see this value “John Doe” when examining the result of testing my trigger. The name of this field is “Account Lead” I have no actions that run for all records While setting up my first conditional action, I set my condition as “If ‘Account Lead’ is John Doe” where I select the field ‘Account Lead’ from the trigger action, and type in “John Doe”. I have also tried using “contains” instead of “is” but I get the same failed result. When I test this condition, I selected “Use input from previous steps”, and click “Test Conditions”. I get the message in red “An error occ

I am not sure if this is possible in Airtable or if it would required Zapier or other integrations (which I am open to!), but here it goes. We are trying to find a way to automatically combine and send records on a monthly basis. These people submit responses for each project they are working on, so we want to combine all of those project responses together and send them one email that has the status of all of them. In the above screenshot, we would want to send records 1-5 to Alan, 6-7 to Alison, etc. Right now we do this by hand by selecting each record, right clicking on the checkbox and then selecting the Email option. We would like to find a way to automate this process. We do not want people to get individual emails, as sometimes there are a lot of individual items, so it is important that the records get combined and then sent. I looked into the SendGrid integration, but that would send individual emails. I feel like there would be a way to do this with Airtable automations or

Hello all, So I have base with 2 tables, table1 = Customers & table2 = Vehicles. 1 Customer can have MANY Vehicles, but 1 Vehicle can belong to only 1 Customer. When a Vehicle is added to the base, it adds the VIN (unique id) of the vehicle to the Customers table. The problem is that the automation is overwriting the previous VIN when a new one is added for the same Customer. Please help me make it WORK! Thanks, dg

Hi, I am currently working on a script where: The user uploads one or more documents in one table Once the document(s) is uploaded, it should be renamed to follow a set standard In a second table, each attachment should be created as a new line The attachment should have its new filename. The automation is set up in four steps: It triggers if the attachment field is updated. A conditional action is triggered as long as the record was not last modified by automation (to avoid infinity loop) The first script runs and renames the file(s) The second script runs and creates one or more records for the uploaded attachment. Everything works fine except that in step 4, the filename to the attachment is the old filename (the name the file had when being uploaded) and not the new one. Here is a picture of the current setup: Here is the first script (step 3): // Setup let config = input.config() let table = base.getTable("Suppliers") let query = await table.selectRecordsAsync() let record =

I’m trying to write my first SIMPLE script. I’m looking to push cell values to a webhook URL. I have 3 fields: NAME, MESSAGE and URL. Could someone please help me with doing this. I have the webhook URL and I’m looking to create an automation that runs each morning at a specific time to look at records within a VIEW. IF found, send the 3 fields for that record to that URL. Thank you very much!

Hi, I have two triggers = When a record is created When a record matches some condition I want same automation script to run whenever any one of the above points are triggered. Is there any way to do this? Ex: If “New record is created” OR “Record matches some condition” → Run the automation. PS= I don’t want to create two same automations for each trigger, I want this in single automation. Thank you

I have a table that includes a task list. When a record is created in the main table, it adds a record to the task list as a new contact. Once the record is contacted, I would like the user to be able to check a complete field. Once the field is checked as complete, I would like my Airtable Automation to update a single select field to First Contact Initiated in the main table. I cannot find a way for the automation to update the record in the main table, when the task record is marked as complete. If anyone can help, that would be greatly appreciated! Thank you!

Hi there, I am looking for a way to create an automation that every time a new record has been created, finds records and then creates separate(!) new record for each match. I am trying to match requests with retailers and there are usually several retailers that match a certain request. Therefore I would like to create another table that has a separate row for each match. So far I only manage to get a table with multiple records in the retailers columns (even though the field properties do not allow multiple matches). Any ideas? Thank you! :slightly_smiling_face:

Hello, I use an easy airtable script for the autonumber. The problem is that it works for one table but not for a second or third table. Do you have an idea ? Is there an error? I keep checking but fields and everything seems correct to me. Thank you for your answer Mélissa

I got this code from documentation. What is this myKey ? let inputConfig = input.config(); console.log(The value of myKey is ${inputConfig['myKey']}.);

In Airtable Automation, I am trying to match fields between two tables. Both fields are multiselect fields. These multiselect fields have same option which can be selected by user. But this isn’t working. One field is Multiselect Field and another one is normal text field. This too isn’t working.

Hello everyone! In my airtable base system we have several bases where we receive different work orders, we have used synced tables to merge all of the work orders inside of one bases creating our “root files.” I have created automations to take the information from the synced tables and add them to a regular table inside of our root files base. I then go into the synced tables, and link the record back to the record that was created via the automation. I was wondering how would I use the automation to automatically link the records removing my involvement altogether.

I connected click funnels and Airtable so we need clickfunnels to auto-deposit each new signup. then in airtable depending on thier service need to autosend an email that i already have templated in the base it does autodeposit but it’s putting each contact in twice Please does any one know what is wrong?

Hi All, Very new to Airtable and need assistance on an automation if you can help. I have a form that populates a checkbox field. I need to email this field to someone showing the condition as either “Yes” or “No” but the field only shows a “True” or “False”. Is there any way I can do this? I have tried using a formula field to determine the result and change the it this way but the email shows a blank space where I expect the result to be (when calling the formula field). Thanks in advance, Kev

So I’m trying to create an automation which creates a record and then updates two of the fields using Airtables built-in automation. But I don’t seem to have the ability to do what I want to do. (Or at least I don’t know how). This is what I want to do: It involves 3 tables called: Layouts, Modules, and Content Triggor: When you link a record in the “Body” column cell in the “Layouts” Table and the record linked has “needs content” checked in the Module Table Create a record in the content table And Assign that new content record the “Layout” record it is associated with And Assign that record the “Module” record it is associated with As soon as I get to 4 or 5, I see no way to link records in the new content record. I mean if I knew what records in advance, I guess I could do it. But I don’t know which module and layout will be linked in advance. Is this not possible with automation? Or am I missing something? Or do I need to write a script (Which I am not adept at)

I need help writing a script or formula that will allow me to sort records by the earliest date of two date fields. I’m trying to avoid having to create a third date field. Thanks!

Hi! I have a case where assessment answers are written into a table as one record. Depeneding on those answers specific answer is provided in another field for the same record. That answer is a result of automation. In some cases those answers were not provided and the automation was not run. So, I am wandering is there any performance issue meaning that if, let’s say 100 people start assessment at the same time, will automation be able to run 100 times and update all 100 records? Here, one automation should be run 100 times, each time a new record is created. Thanks!

Wondering if there’s a “simple” way to append an integer after a field value based on the number of duplicates…? I’m thinking to trigger my automation, then run the duplicate script and then run an “update record” step to take a value from the script and append it to the field, or a new field. Just trying to figure out the logistics of configuring that script (outside of my area of knowledge).

Hi, I want to be able to upload documents in one table. These documents are usually invoices and should be uploaded to the correct supplier. When I upload a new document, I want to create a new record in a different table, for each attachment that is being uploaded. Currently, when I run it it creates a new record but the new record contains previous uploaded attachments too. How can I ensure that it is only the latest uploaded attachment that is being created as a new record? When I bulk upload, it also creates only one record. How can I make sure that it creates one record for each attachment that is being uploaded? Here is the current trigger: Here is the current action:

I’m trying to create an automation that finds Coaching IDs in one table and then links them all together in a “Master” sheet. Basically, every time a coaching session happens for a participant, I want all of their data linked so I can see everything about their coaching progress. Right now, when my automation runs it finds the newest instance of that ID and then replaces the previous “link to another record” with the newest one it finds, but what I want is for it to add it to this so there are multiple records there. Table of coaching information (Please ignore the coach names, I made this as an example and used my dog’s nicknames for a bunch of the examples): What I want to happen is the one that says EL1103 (I did that manually) but what usually happens when it runs is that it replaces the previous one with the newest one so there is only one link (like in the second record JG0904) I’m unsure if it’s even possible to do this so I wanted to ask. I would just do a work around where I

(1) In my airtable base I have a calculation that displays as a percentage with no decimal. Ex: 65% (2) However when I select this field to display within an automation (for an email) it loses its formatting and displays 64.93506493506493%. Why does it lose its formatting and how can I get the formatting to transfer to the automation?

OK, you’ve seen this a thousand times… 2 tables, table1 is a list of customers & their CRM data. Table2 is a list of Vehicles. One customer can have many vehicles, but one vehicle can have only one customer. Both the ‘customer’ and the ‘vehicle’ data is being dumped by zapier into their prospective tables. AND lest I forget to add that BOTH tables can/are bringing in the unique ‘customer’ ID. Also, the ‘vehicles’ table will NEVER populate before the ‘customer’ table does. I’m trying to EITHER add the ‘customer name’ from table1 to table2 OR add the ‘vehicle name’ to table1. And I was thinking about using an automation. Am i close? lol Please help me get off this stump!?!? :tanabata_tree: Thanks, DG

Hi! Have not figured out this yet. It seems like a task, but I am not sure what the most elegant solution is. How can you add a +1 to a number if something happens in a record? Regard, Tor Martin

I am working on creating an automation to automatically send an Outlook invite to specific email addresses when something happens. Things are going well in my automation, except I cannot get the start time/end time to work. This is the error code I am receiving: Unable to parse datetime: “” It works when I use the static option, but not the dynamic option (which is what the event would need to be). Any ideas for how to solve the issue? I’ve tried using the date/times as the following: No time field Time field as a prefilled option Time field as a unique time Date as the current date Date in the future Date in the past Here is what the automation window looks like: Here is what the test row looks like: