Automations

Hi All, I’m looking for a way to add an automation alert that sends a slack message for a specific condition. I want to specifically track only when a record has an update to a specific field from one specific status to another status from a specified list. I’m not looking to get an alert any time a specific field is updated (in general), but rather, when it is updated from one (or more) specific states, and changed to (an)other specific state(s). e.g. from “Pending” to “not working” → trigger alert or from “Pending” to “needs review” → trigger alert or from “Pending” to “action needed” → trigger alert (Where in this example, the field would be labeled = “status” and the o0ptions in a single select field could be any of “pending”, “not working”, “needs review”, “action needed” etc.)

Hello, I’m trying to use “Mark Duplicate” script in my table but I didn’t get how to use it. I want to check for 2 specific field for duplicate not the complete record. How should I do that? I can’t find accessible guidelines for dummies… Thanks!

Hi All, I am using Airtable as a scheduling system and want to automate (as much as possible) adding world wide public holidays in the calendar view. Are there any suggestions of how to do this? Thanks :slightly_smiling_face:

Hi There! I managed to send an e-mail with a button to myself upon a condition. The button runs nicely updating a record. But in the e-mail, when I click the button, it only opens the whole record, which I don’t need. I would like to have my button run, when I press it in the e-mail. Thanks

I’m using Airtable to schedule work orders for maintenance. I have an automation set up that selects information from a record including the date and time and emails it to those who need to be made aware. The way the date and time is displayed in the automation email is not friendly for other users, is there a way to change this?

Hi there, I use Zapier extensively with Airtable. I have a base that contains one linked table, the rest are all native to that base. I use Zapier to add new records into a native table which works fine. However, when trying to update the newly added record to add content to the linked field that is linked to the synced table I get an error message: “You are not permitted to perform this operation because the table (Table Details) has been configured to limit who can perform this operation.” I am not trying to add a new record into the synced table, rather I’m simply trying to link to an already existing one. Here’s an overview of the flow. Table 1 = Native Table 2 = Synced Add record to Table 1 Find record in Table 2 Edit record from step 1 by adding record from step 2 into linked field. Error. Thanks in advance for any help!

Hi i am looking to set up an automation and having some issues. Basically, for a giving row item, we would like to change the “status” button in the column to “need to order”, if the number in the “stock” column is equal or smaller than the number in “threshold” column. Please let me know how we can do this. Thank you!

I have an automation set to send an email (via gmail) when a record is created (when a purchase is completed - this is one of the tables). This pulls from a number of fields across different tables, via look ups. All the fields populate fine in the preview, or when generating a test, but when an actual purchase is made and the automation is triggered for real, none of them populate in the actual email. I had to re-run the automation (and then it worked fine). The email is sent ok (and to the correct address), but in the body none of the variable fields are populated, and just appear empty. Is the email being triggered too soon? Ie, the fields haven’t actually populated in the record itself before the email is sent? Should I add some kind of delay step before the email is triggered (can’t see a way of doing that)? What else could be going on?

I’m looking to print a record from Page Designer when it comes in to a new view. Any idea how to do that? I was able to do something using Zapier & Google Cloud Print, but it takes too long and Google is killing CP soon.

Hi, i want to manage my WordPress website content efficiently. What is the best way to integrate WordPress with Airtable. I want to keep track of my email campaings i will run and want to keep track of my emails. Thanks

So, I’m wanting to make an automation where when a new record is added, a custom ID is automatically assigned to that record that is prepended with a tag. So for instance, when a new record is created, it will automatically get assigned an ID like “FR-[date][number]”. So if multiple records were created today, it would look like: “FR-2022042601” “FR-2022042602” “FR-2022042603” and so on. not sure if this is possible, but any help would be immensely appreciated

Hi guys, I have set up an update automation to add a collaborator via a form. (Employees should be able to assign themselves to a project independently via a form) Unfortunately, the previous collaborators are removed. Is there any way to add new collaborators without deleting the previous ones? best regards

Hi, I have simple automation that gets triggered once a record is updated. it populates 4 fields with data. Simple stuff, However, the execution time is more than 5 seconds! which is noticeable I can’t tell what causes the automation to take that much time to execute such a simple task. there is no computation or equation or loop. It just simply fills 4 fields with data. in contrast to apps. where I have a script app that gets executed instantly. if someone could please tell me if there’s something wrong on my end. More info the automation: the Name field that triggers the automation: short demo:

I need to change a single select record based on a separate date record. The single select has multiple options with the same name but different colours, so how I can using automation specify which option to select as well as which colour As can be seen in the image Confirmed has blue, orange and pink. With automation I need to select a specific Confirmed colour based on the date. I don’t know how to do this.

I’m trying to create an Airtable/Slack automation that sends a status change notification in a channel with options for the Slack user to respond. Example of Slack message: Hi [Slack User]! A request has been submitted with the following information: [Record Information] Please let us know if you approve/reject the request. Thank you! [Approve/Reject Buttons connected to record] I’m hoping that once they select Approve/Reject inside the slack message it will update the Status field of this record in Airtable. I know we can embed forms in Slack messages that they can click and select these options, but I’m hoping to reduce clicks by placing the options inside the message itself (if it’s possible).

Hello, I have an automation composed of 4 “update records”, 4 “scripts” and 1 “create record” modules. Each time I update the scripts, the page freezes for a few seconds as if a static analyzer was analyzing the whole code. My scripts are 40, 500, 40 and 20 lines long. I also have about 20 parameters in total. There are also conditional actions If someone has a clue about the origin of these slowness and advices to reduce them, I’m interested :slightly_smiling_face:

I want to create an Automation that uses a Number Field (field name - Quantity) and a Single Select Field (field name - Can I Make It?). The Single select field only has two options YES and NO Trigger - When Quantity is 0 Action - Update Record Can I Make It to NO I’ve also tried the trigger: When Quantity is 0 and Can I Make It is YES (I’m trying to build a meal prep table where if the quantity of an item in my pantry is 0, it will show that NO I cannot make that recipe.) I’m able to set up the “when record matches conditions” trigger (both with just number field and single select field) but I can’t seem to get the Action set up. I’m not sure what to choose for Record ID or Fields, as the only dropdown option seems to be the trigger I set up. I’ve messed around with several options, but no matter what I choose, the only options seem to be things I can do to the word YES (capitalizing, trim, lowercase) but nothing leads me to ad option where I can c

For some reason, all of records are being updated when I believe my “if” statement should only have the record the form chose to be updated. What am I doing wrong here? let table = base.getTable(‘Material Log’); let view = table.getView(‘Joe Inventory Core’); let inputConfig = input.config(); let coreName = inputConfig.coreName; let coreNameString = coreName.toString(); let coreNumAdded = inputConfig.numAdded; let fieldValue = await view.selectRecordsAsync( {fields: [‘Current Core Inventory’,‘Winstore Code’]}); let currentCoreInventory = 0; let coreName2 = ‘’; for (let record of fieldValue.records) { coreName2 = record.getCellValue(‘Winstore Code’); if(coreName2 = coreNameString) { currentCoreInventory = record.getCellValue(‘Current Core Inventory’); await table.updateRecordAsync(record, {‘Current Core Inventory’: currentCoreInventory + coreNumAdded,}); } }

I have data from two sources. In source A, each record is an Instagram posts with columns for various characteristics (including the date it was posted). In source B, each record is a specific date with columns for various Instagram performance information (new followers, engagements, etc). I want to “connect” the two sources of data to draw new insights. Example: How did each post impact the performance on a specific date? Airtable seems like it should be a great place to do this. I am an intermediate airtable user with a decent understanding of databases. However, I can’t quite conceptualize how to “connect” the data from these two different streams to gain new insights. The various searches that I’ve done only seem to bring up very simple entry level concepts (like manually linking tables). Can someone point me in some possible directions?

Hi, I’m using Airtable for an basic internal CRM database, and i’m looking to automate my unsubscribe process (Currently manual). To do so, I tought about using the new automation Webhook trigger, since SendGrid offer to send POST event to webhooks. But the problem is, Airtable never detect it even if from my documentation reading it should be able to detect it. The event from SendGrid work perfectly with https://webhook.site/ but not with Airtable. Is there a way to ; make it work? communicate the issue to the Alpha feature team so they can improve it?

Hello, I’m a bit new to Airtable and have recently been struggling with setting an automation between two separate tables. There are duplicate Unique Identifiers in each table and I was trying to configure a way that when one item in “Table A” was checked off as ‘received’ it would auto fill the checkbox for the same item in “Table B”. Currently I’m running into issues from being told “unable to render field referenced in this action’s output because they no longer exist in the selected table” but what is being listed is still in my table. I’m at a loss right now as I’ve tried to create an automation for When a record matches conditions, When record created, and When record updated. Thank you for any help!

we have a client who has hired us to manage multiple IT equipment installations (the client provides all the equipment). We have to just focus on providing the manpower. So in order to do that We identify subcontractors/vendors. Once subcontractors/vendors are selected by client, they are assigned projects at sites. At this point a work order needs to be produced with various details - location, schedule, man hours and proposed BOM. This needs to be confirmed by us FIRST from our client and then we forward our work to our sub/vendor. We are responsible for tracking all (budgeted vs actual) man hours, material, equipment and reimbursements. The most important component is collecting the daily work hours and reimbursables for that day for EACH person. we must invoice weekly for EACH site. Batch invoicing at this point is unacceptable for our client (We’re still working this out). What is Batch Invoicing and How can I Do it. Is this Possible in Air

Hello community, I am wondering if anyone has any experience setting up table like this: I am a realtor. The workspace would consist of a table for buyers I work with, their buying criteria filled out in the fields (ie. Min. $200k investment; Min. 2 bed 1 ba, etc). I would like a corresponding table/sheet with property data that corresponds with those buy box fields. If a $150,000 2 bed 1 ba house is inputted into the system, how do I create it so that it automatically emails to the corresponding appropriate buyers? Also would this count as a run per email (buyer) with regards to my automation run limit?

How can I send via SendGrid when a record enters a view? My goal is to send HTML emails - I believe that I’d need to use SendGrid for this as Airtable’s email tool doesn’t allow for HTML.

I am using AirTable to organize my personal consulting business. I would like to sync my Google calendar with Airtable, so anytime a meeting is added I have the duration, my rate, and then the total cost. I’ve tried to sync the meetings, but it only tracks start and end time. How do I automatically calculate duration?