Automations

I am using Automation to send messages from Airtable to Slack. However, for example, in Airtable, the value of “$10,000” in the Currency field is simply displayed as “10000” in the slack message (with no $ sign, no 1000 separator). What should I do?

Hi! We have a base with many tables with “sections” of fields that need to be reviewed by a second pair of eyes. Sometimes records will have 3 or 4 of these “sections,” and a person doing the entry might work on 2 of them at once. I want to have automations for each of the sections that: Changes the status in a “review status” field from “Reviewed” to “Re-Review,” and Clears the “reviewed” date, This lets us know that we need to re-review those fields. This same record, in the same table ALSO needs this automation, and a third: Is there a way to combine these into one automation? The conditional action doesn’t seem to do it, and I can’t seem to figure it out with views. I do not want to merge the “needs review” fields for the specific sections into one mega-“needs review” because only specific fields need review. Thank you!

Today at 1:24 PM ET, our automation that sends and email when a records enter view decided to send an email every second for about 2 hours, until we turned off the automation… Was there a hosting glitch or Airtable automation configuration issue caused by us? Has anyone seen this before?

There’s gotta be a way I can create a new record when I add a new iPhone contact! An idea I had was a third-party app like Cardhop that integrates with iPhone contacts but it doesn’t look like it works with Airtable. Basically I want to avoid adding contact details to my iPhone and then manually adding in those same details to a new record in Airtable.

I am trying to set up an automation to send an alert to slack whenever a set of records are added to a table in the base. I am using Airtable alert automation to achieve the same. However I noticed the alert sends N number of alerts for N number of rows added at a time. I’d like to send only one alert when records are created in Airtable at the same time. Is there any other logic/integration that I can implement to achieve the above? Thanks!

When using hubspot in past there was a great feature where, if you update to a certain value in a workflow, you’d be prompted to complete a range of other fields that need to be completed for that stage in the workflow (otherwise you couldn’t save the workflow status change). I understand Airtable is designed differently, but I’d like to be able to achieve the same result. E.g. Move ‘deal status’ to step 3 in the process >> prompts the user to input ‘reason for X’ field, and ‘next follow-up’. Any thoughts here?

Hi All… Is there anyway to update airtable record via excel attachment (sent via email in Gmail)? So the flow is: I received an email. In the email, there is an excel (.xlsx) attachment. I need to add new airtable records based on the data in the excel. Is there anyway to do this? Thank you.

Hello, i have two tables A & B, i am looking to count number of records in table A that have the same value of a specific field (country). I tried a search action with dynamic fields but it return only 100 records (i have more). Is there any tip to count similar records without using link fields and search ? For exmple a scrip that search and update a field. (trigger is new or updated records)

I’m looking to create an approval email that contains an html button that when clicked, updates an approval status field for the record that triggered the email. Basically a way for approvers to approve from an email. Is this possible with webhooks or otherwise? Thanks Edit: Not sure if I’m on the right track yet but I created a webhook automation step and sent a test POST request from Postman to the webhook URL which only worked after manually adding the content-type application/x-www-form-urlencoded header to the request. I’m guessing there’s no way to add this header to a URL or no?

Hello! I am trying to create an automation that will look for a string in a rich text long text field, and delete that string from the field, while keeping the rest of the rich text in place. The string will ways be at the end of the field and will start with “[[[”. I created a formula to identify the “[[[” and the text after it. Now I’m not sure what the best way to delete the results from that formula from the original field with an automation. Any ideas?

I am adding records for user profiles. Records are only going to be name and email address until the user logs in to update with additional information. I have one field set up as an attachment, and a user can upload an image to use as an avatar. I would like to set up a default image as a placeholder. I have a view in the user table as ‘attachment field is blank’ to filter out the new records without an avatar, and created a separate table with one record that contains the placeholder image in an attachment field. How do I set up the automation to pull the placeholder image over to the blank attachment field? I was thinking to trigger ‘when record enters a view’ but I can’t figure it out from there. Thanks for the assistance :slightly_smiling_face:

Hi, I need some help with an automation I’m running. I’ll start with a quick explainer to my base: One record represents one project. Projects are created in the Project-table and then “transferred”/linked to the Equipment-table. Each project has one/more sensors connected to it and each sensor can only be used at one project at each time. When some conditions are met (basically when a new record is created in Projects), a new record is created in Equipment through the automation. So far so good. Now, if this project is the first one to use Sensor1, I want the automation to end there. But, if this project is not the first one to use Sensor1 (meaning, this sensor is already marked as ‘installed’ for some other project), then that previous project in the Equipment-table should be marked as ‘taken down’ and a small update should be made to the linking record in the Projects-table too. I have, kind of, got this to work with an automation. However, every time the automation runs and it cann

This is the code, all variables exist in this but it says can only use await on async functions: fetch(“https://api.onfinance.in/insights”, requestOptions) .then(response => response.text()) .then((result) => { for(let j=0; j<checkedDataIDS.length; j++){ await table.deleteRecordAsync(checkedDataIDS[j]); } console.log("Processed Insights: ", checkedDataIDS); }) .catch(error => console.log(‘error’, error));

In a form, I include 2 fields that customers can attach images or screenshots. When I receive the email notifications of the filled forms, they show the file names of the files that they attached like below. Is there anyway to show the image attachments in the notification emails so I don’t need to log back in to Airtable everytime to see the screenshots they attached? Cheers!

Has anyone tried out the new google calendar automation? I have two tables: timeslots and reservations. For the start and end date of the calendar invite, I use the lookup to get the times from the timeslots table. Unfortunately the automation doesn’t support lookup fields yet so I made a formula instead (it’s just the field name of the lookup). When I test the automation, it fails! It cannot parse the start and end time. Any workarounds to this?

Hi all, I guess some have already asked this but I still don’t understand if it’s possible? ( noob here ) Is there any way ( right now ) to convert a “text” field with timecode information HH:MM:SS:FF to a “duration” field? I want so much to use the “Video Snippets” to jump correctly to a timecode for translation. Any help would be amazing! / Viktor

I have a form set up for Realtors wanting to schedule a showing for a property. I am using the Date field (with time enabled) as the “Start Date and Time” and a DATEADD field that calculates a new Date and Time based on a Duration field. Everything is working correctly in the Airtable spreadsheet. However, if I attempt to automate a trigger to set up the event in Google Calendar, the Date and Time are not correct. It seems that the data is being parsed incorrectly.

I have an Integromat / Make scenario setup to generate google docs from a google doc template using Airtable records. The column type in airtable is long text with rich text enabled so I can include bolding and links. My issue is that the google docs generated include the bold text and links in markdown format instead of displaying as rich text. Is there a way to change the export form from airtable or does anyone know how to have google docs ingest markdown and display as formatted (rich?) text?

Hi, I need to duplicate records, and their dependencies along with them. I cant seem to find a way to do this, either through the interface or via automation, or with an app?

Hi gang, I feel like this must be easier than I think (but I don’t know anything about formulas, just automations, and barely those) but basically I’m trying to create a date field that will constantly update with today’s date. Ideas?

Hey guys, How can I update the ‘link to another record field’ (that has allowed linking to multiple records) via automation? I got to the point where everything works fine until I have multiple records to connect with that “Link to another record” field. It just keeps replacing the previous file, instead of stacking them together. How ti should look But instead it’s basically infinite loop of one record replacing the another one and so on…So I always end up with only one record connected. EDIT: Forgot to say, trigger is a checkbox field.

Hey guys, So, I have two views in a table: In view “Create Load”, I have 3 separate “Link to another record” fields. In view “All loads”, I have “Link to another record” field as well. So, I wanted to make automation, whenever I fill Stops fields from “Create Load” view , those should be automatically filled, through automation, in “Shipper(s) & Receiver(s)” field from “All Loads” field (as it’s shown in previous two pictures). But it seems that doesn’t work as I planed for some reason. My automation is as it follows(tried with ID, names etc.): But, the result I’m getting is weird. It keeps creating new records in my other table with Shippers and Receivers. Also, it looks like it does not recognize “,” symbols. I tried without it, but without any success How can I fix that? Thanks

Hello community, I’m having a problem with my automation. I would like, when a customer’s membership expires in the next month, the checkbox to tick. Everything was ok until now, but recently it doesn’t work. You can find the screenshots here :point_down: Thanks a lot to everyone who can help me :slightly_smiling_face:

Hey guys, So I have rollup field addresses, and I made a little formula to put “-” in front of every address. But I would like to change hyphen symbol (-) to number - first row number 1, second row no.2 and so on. Current formula in Addresses field is: " - " & ARRAYJOIN(ARRAYUNIQUE(ARRAYCOMPACT(values)), ’ ; \n \n - ') &"." Is that possible?

Can we do some sort of DOUBLE ACTION (confirmation) system? For example, changing the option from a single entry field to another option would ask you if you really want to change. Thanks! :slightly_smiling_face: