Automations

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?

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).

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?

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?

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

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?

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

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?

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

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

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.

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?

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.

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?

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!

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

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!

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.

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.

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?

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

I have set up an automation to Update a Record from ‘Live’ to ‘Completed’ It has no errors so the logic works. It is set up to change the status to ‘Completed’ if date is before ‘Yesterday’ For some reason I have a bunch of data that have a date before yesterday that just aren’t updating. Any ideas why?

Hello, I am currently setting up prefill formulas and everything seems to be fine except for fields with percentage values, they get prefilled with either 0% or 1 % Kindly advise how to go about this. Regards, Nelly

Hi :slightly_smiling_face: I would appreciate some help. I am using automation to send Airtable records to Integromat webhook and I have successfully managed to send and work with data “recordID”. That is also the trigger in the first step of the automation “When record updated”. The remaining two Input variables are linked files, and I can not manage to receive data from linked files in Integromat. Maybee these two lines should me rewriten since they are linked files? await fetch(url + inputConfig[“Opportunity”]); await fetch(url + inputConfig[“Suppliers”]); Thak you, Pjero

I want to connect to an external payment like payu or razorpay for payment and redirecting back after the payment and saving payment status.