Automations

Hey everyone, I’m trying to set up an automation that will send an email link of a completed, submitted form. I have selected the correct trigger and action, but when I try to add the attachment it doesn’t allow me to do so saying the link is not available Is there something I’m missing. Nikesha

Hey guys here’s the scenario: I have table 1 with leads and table 2 with clients. Once I update the status of a lead in table 1, I’d like it to appear in my table 2 as a client. It sounds so easy but I can’t find a way to set this up. Please can someone help? Thanks :v:

Hi. I’d like to write a script where I change the formula of a formula field when a record is updated. Is this possible? I need this because I need all my values in a column to be the same date, so I configured this field to be: DATETIME_PARSE(“01/07/2022”, “DD/MM/YYYY”). But I need this date to be changed by my user through the dashboard (by editing a specific record). So I’d like to run an script that changes this formula, replacing the date part (“01/07/2022”) for the new one, picked by my user, so my entire column will get the new date value. Anyone can help with this?

I want to run some code on within Airtable to run a NodeJS script that will scrape Google search results and then save the results to my base. This is the code: Google API | ScrapingBee Possible?

I have a base that I am using as a CRM. We have one tab with all of our contacts listed and one tab with all of our opportunities. There are hundreds of records in each. I’ve just realised, when attempting to export a list of emails related to opportunities by stage (for example a list of all of the emails associated with our wam leads) that our sales associate set the opportunities up without ever linking the contacts to each opportunity. I now need to bulk link them all. Is there an easy way to do this that doesn’t involve going into each opportunity individually? Thanks.

In Table A, I am trying to create three columns whereby each column would automatically and randomly select a person listed in Table B (same column), whenever a new record is created in Table A. However, these are the additional requirements: There cannot be any repeats within a particular row. Repeats within a column (i.e., on several rows) is OK but is conditionally limited to a maximum number of two repeats. Selections are conditional based upon the person’s status (in Table B) (e.g., “status 1”). Here’s an example. TABLE B (the list of persons that would be randomly selected from in Table A) TABLE A (what would be a correct random selection given the parameters) Table A meets the requirements, because it: Selections are “randomly” made. There are NO repeats on each row. A maximum of TWO repeats are permitted per column. Only the people who have “status 1” from Table B.

Having issues with time entry from Airtable base, changing when syncing to my Google Calendar. I’ve tried several different approaches for the sync (Sharing Airtable Calendar View, Zapier and Automation: sending an event). Each approach properly syncs the day, but the time from my Airtable base table is always 5 hours off from the synced event in my Google Calendar. Example: 7PM in my Airtable base table, synced to 2PM on my Google Calendar. This 5 hour difference leads me to believe it’s a time zone setting. I’m American/Chicago time zone. Airtable Date Column Settings: Date Format: Friendly; Time Format: 12 hour; I’ve turned on “Use the same time zone (GMT) for all collaborators” Any suggestions what setting I’ve overlooked? User Level: Free Account

I’m running a school and trying to automatically generate a sheet that shows which students will be in attendance on which days. We have several part-time options, for example, someone can come Mon-Tues, others may come Wed-Friday, some Mondays only… For reason that seem unnecessary to explain here, I’m using Jotform to collect initial info, so I’ve created an automation that searches the field Jotform populates (Days attending. Looks like “M; T”, etc.) for “M”, and the action it takes is to select “M” from the linked field of days attending. It worked great. Then I created one for Tuesday. It also worked great. Except that if someone is attending Monday AND Tuesday, one will cancel out the other. How do I get it to put in BOTH? I’ve literally been working on this for HOURS. @Elias_Gomez_sainz @Mohamed_Swellam @ [ScottWorld]

Is it possible to insert an Image to google docs using automation? Now i can only insert url of the img…

How can I download images from Airtable and then upload those same images to Wordpress servers. essentially I want to move all image attachments from Airtable to Wordpress custom post fields. At the moment I have a Airtable plugin that i made that send the image attachment url to Wordpress and fields like Linkedin, location etc, about our employees and fills up the matching fields in Wordpress. so how will I download images and then upload them to Wordpress using axios javascript. I want the images to be uploaded to the right field, if its an image for James it should be downloaded from airtable and upload to James profile. I created a custom image field to upload the images to

Hi there! We have a form which asks users to give feedback. They all already have a “master record” with more information. When new records are created with this, I’m trying to create an automation which finds the “master record” and adds in the new fields to it. I can’t replace the record, and know that I could do this with Dedupe but it’s simply not scalable. The form is also an airtable form, so ideally wouldnt have to get e.g. Zapier involved. Currently I’m thinking an automation with an appropriate script? I can’t get ‘Update Records’ to work for this use case as an Automation, as two records I want to merge have different IDs. Would LOVE any help. Thanks!

Hello! I need to automate VIDEO posts from AirTable to Linkedin, I was thinking through Zapier. Some research I have done indicates that while it is possible to do this for text and graphic posts, but due to Linkedin's API limitations, this isn't possible for video posts. Does anyone here have experience with this? Thank you!

Can we Customize Cards in Kanban View By Automation. I want to do that whenever “contract end date” is filled, contract end date should be added in Active rental status automatically not in others. Can we customize fields in a way that some fields are shown in some cards while hidden in others.

Good afternoon I am currently doing a personal nutrition project and I want to solve the following question: There is a table of products, and I want to check for a duplicate when a new record is entered, maybe such a product was already in the database I tried to do it through automation, and mark a duplicate, but automation does not work drive.google.com Untitled: Jul 28, 2022 1:10 PM.webm Google Drive file. Maybe someone else knows how to deal with entering duplicates in one table?

Hi there, I’m still a bit of a newbie on Airtable and I’ve searched quite a bit how to solve my problem but for now I can’t find it. I have created a database with different tables that have different functions: 1 - a table with events and their characteristics 2 - a table with spots related to these events. Which allows me to optimize the kanban view 3 - a contacts table 4 - a specific board where I would like to use the timeline function to bring out events from boards 1 & 2. My concern: I would really like to automate table 4 to avoid double entries. So I used an automation to create records in table 4 as soon as a record is created in table 1 or 2. So far so good. Now I would also like to automate the updating of records in table 4 when a record is modified in table 1 or 2. And therein lies the drama. I have looked at some topics, but I can’t configure the ID records in the automation. There is always an error detected during the test phase. Could you help me? Here is a copy of

Hi!! I am new to airtable(using it from last 6 days). I want to get notification whenever my partners add the data in a table but problem is that whenever they upload the data, they add more that 100 records in that table at a time and I got that same number of notifications. But I need this notification otherwise I have to check table daily whether someone has upload the data or not… So I just want a single slack or email notification if records are added on that Day/Hour.

Actually, I have a field “School Name” that can contain duplicate values. There is a condition that the id should be the same for duplicate values. So how can I do this without taking the help of another table? if there is some script, please share as I am new to Airtable.

Hi everyone I’m new to Airtable but loving it so far. I’ve set up an automation to send a tweet at a scheduled date and time using the following formula I picked up from another post here. IF(NOW()>{Posting Date},1,0) Essentially, if the result of NOW() is later than my scheduled posting date/time, the automation will happen. Do I need to refresh my Airtable for NOW() to update like I would in Excel? I had set up a scheduled Tweet, but I noticed it hadn’t posted, but it did immediately once I went back into the Airtable base. Thanks all!

I have a database built out where customers can have specific roles. The automation I want to create goes something like this logically. Trigger: whenever specific event form is created: for each customer with role (insert role here - I want to be able to do this for different roles) send individualized email to their recorded email containing the event name, description, and date from the trigger, and the event signup form custom to the customer that will be in the same table as the customer email. Question 1: Is this possible? Question 2: Is this something that is guaranteed to require the professional plan? Question 3: Can both Make (integromat) and Zapier help automate these steps? Question 4: Can you give feedback on how to accomplish this?

I am using a Kanban for my to do list (see screenshot). Throughout each day, I will move items to the “Done” column (status) as they are completed. I have also created an automation that adds a checkmark to the “Done” field of that record when its status is changed to “Done.” At the end of each day (e.g., midnight), I’d like to have an automation that changes all the records with a “Done” status to the “Archive” status as a way to refresh the “Done” column of my Kanban category for the next day’s tasks. What would this automation look like? So far, I’ve tried using the trigger “At a scheduled time” and the action “Find records” that have the condition “Done” as the status. When I try adding another “Update record” action, I get stuck. Sorry if a post like this has already been created! Any help is appreciated.

Hi All, i am using airtable with some of my clients and i set up some automations as well, e.g. for checkboxes like “approval” and stuff. Now that i am trying to setup interfaces i am wondering how i can lead a user to the interfaces. For example - i have a table with a checkbox which i am ticking myself for an approval of my own work - tthis triggers an automation and my client receives a mail where he is leaded to a record so he can approve it too. Unfortunately it always opens the original table and not my newly build interface. what am i doing wrong? Thanks in advance -M

I have a base of time sheet entries and I would like to have an automated daily email to show me what projects staff worked on the previous date and their total hours. I have a view that filters just the previous days time and groups it by staff. The view automatically totals the time column (a decimal number). When I setup the email digest, it sends me all of the lines in that view grouped by staff, but it doesn’t include the total. Is there a way to get the total by each group in there?

Hi, I would like to ask If we have this inventory database, we want people who want to borrow our inventory to fill out a form that automatically shows only the product that has an “available” status on our Airtable inventory database. How do we do this? is it feasible? I have tried airtable form, but I don’t find a way to do this by only using airtable form. Thank you so much

Be kind - new Airtable user here!!! I’m struggling with something that seems simple, but perhaps not… In this table named Pitching Status: I am trying to do the following: If the checkbox (field 1) is checked then I want to use the SongName (field 2) to find the matching record in the Songs table shown here: Then I want to copy the Client contact details that I’ve looked up in the first table (field 3) to the SONGS table (field 4) Any bright ideas!?!? Any assistance would be much appreciated :slightly_smiling_face:

Good Afternoon! I am attempting to send an automated email out to my teachers once a week with a miniextension link to a website to update the student record. I have everything built and it works perfectly EXCEPT the hyperlinks (from a hyperlink field) do not seem to work in Microsoft Outlook (which I am using to send the emails in automations). I tried straight from the base using the blue plus sign, I used markdown [name](hyperlink field), and I also tried HTML code for rendering hyperlinks. No go EXCEPT when I sent it to my personal Yahoo account. Please see the attached for the message setup and the output. Thanks!!! Dan