Automations

Hello, I’m trying to figure out how to automate a series of due dates for tasks. In this example, I have a project that has a deadline of 6/28/22 at 5:00pm. The to-do list associated with this project is automatically generated through a series of automation (every project that gets added to this table will receive the same to-do list). However, each task should have its own due date based on the final deadline, listed in the “Due Date for Task” column. For example, “Save and review RFP” could be 45 days out from the final deadline of 6/28. “Kick off meeting to determine focus of proposal” could be 30 days out from the final deadline of 6/28, for example. Whenever a new project gets added to the table, I want each automated task to have its own due date based on how close it is to the project’s final deadline, following the same formula each time. I know how to set those individual deadlines using formulas if I dedicate a new column to each individual task’s deadline and write a separ

Hi, I am using AirTable to track project status for a number of smaller entities my organization funds. I have a form system that has an “Estimated Date of Completion” Date field and a “Status” Single Select field. Each record is a specific task. I would like users to receive a form to update the status of the specific task when the Estimated Date of Completion = Today, so whenever that date occurs, they have to either update the status to completed, or adjust the estimated date of completion. I was tried to create a new field that used this formula to indicate whether the date for Estimated Date of Completion is today: IF(IS_SAME({Estimated Date of Completion},TODAY(),‘days’),“It’s today”,“It’s not today”) That worked, but I can’t seem to figure out how to get the Automation function to trigger the activity. I’m relatively new to this - would appreciate any guidance or direction from the community!

Hi everyone - I’m attempting to run an automation to update a table and running into some issues and hoping someone can help out. Here is the set up: Two tables (table 1 and table 2) Table 1 has three columns: URL, #, and Name Table 2 has two columns: URL and Name Basically, when I add a record to table 1, and the URL matches a URL from table 2, I want the Name from table 2 to populate the Name field in table 1. I have an automation set it, and when I test it it runs correctly, but when I attempt to add a record in Table 1 it fails. The set up is like this: When record is created in table 1, find record in table 2 where URL contains field value from new record in table 1, update record value “Name” in table 1. AS mentioned, when I test it it works, but when it runs on the table it fails and I get an error that says “Invalid filter on URL” in the find records step. Any ides on how to fix this or another way to do this? Thanks!

Is there a way to create either a formula or an automation that can create a copy of a whole row in an Airtable base? Our company has a back end that we created, customers order products and then we create stickers so items can be individually marked. If a customer orders 4-5lb carrots, the single line item reads 4-5lb carrots, Boy and Girl Farm Then to create 4 individual stickers we have to copy the line item and manually insert a new row 4 times 1/4-5lb carrots, Boy and Girl Farm 2/4-5lb carrots, Boy and Girl Farm 3/4-5lb carrots, Boy and Girl Farm 4/4-5lb carrots, Boy and Girl Farm This makes it so individual stickers can then be created. Is there a way for me to create something that would multiple a whole row by the quantity? I’m super new to data bases and am more likely than not using NOOB terminology or incorrect words for things, so let me know if I can elaborate anyway, I super appreciate it.

Hi, I need to update field iloscZetonow to 5 each week. Where is the mistake?

Hello Community, I am trying to match condition for multiple select field inside automation. With static value condition does work perfect (the first one )but with dynamic value even same as static it marked as error. Please Help!! Thanks, Leon

https://videos.pickleball.ist/conversations/31657156-59b7-5196-9007-377d0b5a1ac8Video until 1:40 shows the context of what we’re trying to accomplish. After 1:40, shows the details of how we tried to set up our automation.We already have a “Zap” set up through “Pabbly Connect” where all new orders create a new record in our ORDERS table. We want a Airtable automation that looks at the records in our PLAYERS table and checks to see if the user that created the order, already exists (based on the phone number being the unique identifier).Consider that phone numbers have been entered in a variety of formats.Please see the linked video to see exactly how we’ve set up the automation… but we can’t get it to work.Any suggestions?

I created an automation to trigger an email when a record has been modified/updated. Can I set that the “Action” will not happen immediately. let’s say after 10 min from the change? Thanks

Actions are not executed although the conditions are met and the automation is displayed as runs successfully. If I then run the automation again in test, the actions are executed. Trigger: When a record is updated Conditional Actions: Condition: IF lookup field value contains <text> AND multiple select field values has any of <selected value> Find records Which meet the condition above. Update record Record ID: <record ID> linked field: <List of ‘Airtable record ID’ from step 2> How can this be?

Hi Community, I am sending out emails in an automation and would like to send out follow-up emails with the email history of the already sent email after a delay of 2 hours. I know that there is a way to delay actions (https://support.airtable.com/hc/en-us/articles/360054070574-Delay-an-automation-from-running) but as I said, for the recipient it should look like I manually hit the reply button on a sent email with a follow-up question. Who can help or has an idea of what function or terms I am looking for?

I seem to be having an issue regarding the Airtable Automations. They do not seem to be running. It seems like they stopped running at around 1.35PM (GMT +3). Is anyone else run into this issue? I turned my automations off and on again, hence the status saying “Run Cancelled”, but the previous status was “In progress…” and that has not been updated since.

We have a URL field where we insert long Google Doc url’s. We then have an email automation working but when the email arrives, the link is broken - most of it shows as a hyperlink but the last 5-10 characters are plain text. Is this a character count limitation within Airtable Automations or is there anything we can do to fix it? Thank you!

Hi all, I’m just learning Airtable but have a question I’m hoping you can help me answer. I have 2 tables within the same base: Roadmap and Tasks. I have high level milestones/delivery dates in the Roadmap and detailed Tasks within… you guessed it, Tasks. I keep the milestones from Roadmap in Tasks as well but managing between the two is a pain – I’d like to sync those specific records between the tables. If I update the record in either table, those updates are carried automatically to the record in the other table. Is there a way to label specific records in my Tasks table and have them sent to the Roadmap table automatically?

Hello, I am trying to send emails with the automation and everything is ok but in the signature of my email I have an image. I would like to insert it in the good place but I can’t find a solution. Markdows (image link) is not working. (the image is very small) do you have any idea or solution Thanks Alex

Hi there, I’m trying to set up an airtable automation so that when I update a single select field in one table, it updates to the same thing on multiple records for that person in a second table. For context, it’s a Covid Testing Table. The table I am entering the info in is “Start Work Testing” and the single select field I am entering into is called “Rako Status”. My second table is called “Site Access Requests” and I want to update an identical “Rako Status” field in my second table. There is always only one record per person in the “Start Work Testing” table, but there are sometimes multiple entries for that person in the “Site Access Requests” table. I think I need a script to update all records, can anyone help? I came very close to solving it with this community post, but in this one the field that was being updated just had the same outcome each time, whereas mine will vary depending on what single select option is selected. My automation is based on the following condition

I’d really like to create an automation where if a record matches a certain condition, an email is sent every two weeks. So basically, I’d have two triggers, record matches condition + scheduled time. Is that possible?

Hello everyone, Context My base consists of: Leads Interactions Contacts Opportunities Tasks Leads are the main record, which can have everything else linked to it. I have built two forms: One for logging interactions and one for creating new tasks. I’ve also created a formula to pre-fill a lot of the fields in the form whe it is of type :dizzy: Follow up. This is triggered through a button i created in an interface, and just pre-fills the form, since airtable doesn’t have default values. "https://airtable.com/shrTe9i8VpCTWaRMB?" & "prefill_Task%20type=" & ENCODE_URL_COMPONENT("💫 Follow up") & "&" & "prefill_Focus%20area=" & ENCODE_URL_COMPONENT("💰 Biz dev") & "&" & "prefill_Life%20Area=" & ENCODE_URL_COMPONENT( "👻 Blueghost") & "&" & "prefill_%F0%9F%92%A7%20Status=" & ENCODE_URL_COMPONENT("Open") What I am trying to achieve In order to speed up my workflow, I want to automatically create a follow up task, once I log

I’d like to create a webhook that triggers a Script I have built. However the scipt has a button input to allow the user to select what they would like to do… I was wondering if it’s possible for the webhook to not only run the script but also make a choice/choices from the script questions? Thanks!

I would like for dates in the Automation to appear as July 4, 2022, for example. Instead, they appear as 2022-07-04. I have the date field formatted as ‘Friendly’. However, this does not appear to translate to the automation. I thought about creating another field that formats the friendly version of the date as text. But, that seems a bit cumbersome for each of my date fields. Any workarounds that I’m not considering?

Hi, I’d like to have my automation that is currently triggered by a When record matches condition to only run once per day. It seems the only way to have an automation run at set times is to set the trigger as At a scheduled time. However switching the trigger to be time dependent means I can’t have a When record matches condition rule. Any suggestions on how to make my automation time dependent so that it only run once per day?

Ultimately what I am trying to do is to have airtable generate an email reminder both 5 and 3 days before a task is due that has been created within a field in a base. For example, I have a TO DO field within a base in which tasks are entered along with DUE DATES. I’d like for REMINDERS to be able to be TRIGGERED to send out both 5 and 3 days BEFORE the DUE DATE for each entry as needed. So far, I have tried to follow the directions in the link below: Airtable Support How to create a simple reminder There are numerous situations where setting a reminder can be helpful. This article walks through how to set one up using automations. For the examples used in this article we are using our Project... but am not able to get past the “Add a formula/Configure an automation/Choose a trigger” portion of the tutorial.

I’m wondering if you can help. I have two tables ‘Vehicles’ (a list of all vehicles, their type etc) and another ‘Bookings’ (dates, booking purpose) that has a linked field to ‘Vehicles’ allowing me to link multiple vehicles to one type of booking (via the primary field, which is a vehicle identifier unique to each vehicle) Having a separate table for bookings saves me from having to continuously make endless date columns for each new booking. I need to build an automation that does the following Booking Table Recognises when a new record has been created and completed (currently signalled through a manually selected checkbox, easy enough to do!) Booking Table Searches the linked field and recognises the vehicles that have been linked Vehicle Table Find the records for each of those linked vehicles Vehicle Table Link the booking ID to the vehicle record under the ‘Bookings’ Column Happy to use an extension if that will do the job. Thanks!

Is there a way to add timestamps automatically in this field (image attached)? Our company tracks activities updated under “Activity Notes and history” field and for each update/entry, we would like to add a date/time to track the history.

I have a Profiles table. Each profile pay monthly according to start and end date. I want to create another table out of this table with payments request per month. Each payment request is per whole month / or until the end date Example: start date 1.6.22 end date 20.6.22 payment request will have from 1.6.22 to 20.6.22 instead of 1.6.22 to 30.6.22 and amount will be the % of the “amount to pay monthly” which is in the profile table. So basically an Monthly Recurring Revenue (MRR). A worker will start and fill all pending payment manually once he see it get paid in the back. If a Pending moved to Paid don’t overrun it with pending again…

Is it possible to use an automation to fill in a date field, if the user has missed it? I would have a publication date for a piece of content, and would want to set the writer’s deadline 7 days’ prior. I’m new to automations, so any pointers on how could I do this? I was thinking of creating a view to show such records, and using a record entering that as a trigger.