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  • 5,191 Topics
  • 16,172 Replies
5191 Topics
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Zeely_Beg408New Participant
posted in Automations
How to preview a mail

Hello everyone,I need a little help about how to preview an email before send it. I explain myself, I need people who uses my interface to be able to preview their email  before send it.What I have now is when an entry is create by an automation  I have a script who send it (Outlook) but don't allow to preview the mail.I came up with an idea is to create a formula with "mailto" who allows to have an interaction with outlook with that I create a bouton and when people click on the bouton is create a preview of their mail directly on outlook with the information they put in a formulaire when the creation of an entry.But I have two problems : - "Mailto to" not allow html so I create a macro in Outlook to put my text into html format- Limitation of numbers of characters by 2000 so i can only use Firefox for browserSo I don't have any idea to find something more optimized because I have an html format kinda complexe for the content of my mail and I need to allow pre

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mirkolandoInspiring
asked in Automations
Automation - Send email failes when no assignee entered

Hello everyone, I have the following problem: I have an Airtable automation that informs the assignee of a project when some fields change. Now we often have the case that there is no assignee yet but someone edits one of these fields. Then the automation fails and I receive a notification by email every time that the automation has failed. Can I change this somehow?Unfortunately, triggers cannot be cobined, for example: If field A changes and assignee is not empty. best regardsMirko

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Rob_JamesonKnown Participant
asked in Automations
Show Automation Condition in a message

hi everyone!I am using automations to send a message on slack when certain conditions are met. In the body of the message, I want to show the conditions that were used to create the listed results... but cannot figure this out.I have a "Find Records" block setup, with the condition to find 5 records that match a certain multiselect field (in my screenshot, "O Positive").  This works fine.When I go to configure the message block,  I can add different dynamic data by clicking the +, however, there is no way to select the condition. I want it to say "O Positive" in my message body (chosen dynamically from the Find Records block), but I only see the option to list the results here, which puts this in my message 5x, since it's showing this field for each of my 5 records. Instead, I want to simply show the condition I selected in the Find Records block 1x... so the message lets us know the conditions that created the resulting message.Is there any way to select the condit

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Sean_Lake1
Sean_Lake1Inspiring
posted in Automations
Automatically assigning based on form submission

Good day.The idea is this.  Someone fills out a form, to request a certificate/license and by the end, they are automatically assigned a certificate #.I have two tables, one "Recipient" where the form exists, and another table that will have uploaded certificate numbers provided by someone else.I have the two tables linked so that when that record is generated by the form, it will automatically pull from the second table, the certificate table, a certificate number.  As each form is received, a certificate number is applied, not generated, as they are 'hard' coded in the second table :). Does that make sense?

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Kenneth_Raghuna
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arayNew Participant
asked in Automations
Slack Actionable Message with Multiple Buttons

I have set up a slack message to kick off a workflow that requires manual input.  The slack message has multiple buttons that once clicked check the appropriate field in the Airtable.  The problem is that once one of those buttons are clicked, all of them disappear in the slack message.   How do I make it so that once one button is clicked the "Updated in Airtable" message only shows for that button; allowing for the other buttons to be clicked?

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ScottWorld
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PedroFCNew Participant
posted in Automations
Outlook Event Creator

Hello,I'm using Airtable Automations and want to create an IF condition based on the Outlook event creator. However, this section is locked, and I see a message saying "No valid nested option."How can I unlock it?

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ScottWorld
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vivilamaNew Participant
posted in Automations
Collect multiple skills with individual skill-level using forms

Hi, I am a complete beginner with Airtable. I am managing a pool of freelance artist and thouhgt that Airtable could be very useful. I would like to have a form for new artist to submit their skills and skill level for each skill, which then automatically populates in my Artist' list. I know how to create a form and collect various basic information, including skills. But, I don't know how I can let artist choose a skill level for each skill they have. Lets say the artist choose "Photohop, and Premiere". I would like for them to be able to choose their proficiency for each software or skill.I could simply create 3 versions of each skill and assign Expert, Mid, and Beginner. but that doesn't sound efficient, and I thought Airtable is about efficiency.So if  you look at my screenshot, what I would think I would need, is a  non-static field (look-up) that assigns a value inside the Artists card .Is this doable?

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Mike_AutomaticN
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Peter1New Participant
posted in Automations
Email automation trigger - x days before event

I have a calendar view and would like to send emails to the persons in one of the record’s fields. That is, if the value in the ‘Clerk’ field is Peter, I’d like to send an email to Peter. Additionally, I’d like to send emails 2 weeks prior to the event, 1 week prior to the event and then 2 days prior to the event. Is this possible?

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JayCNew Participant
posted in Automations
'Find Records' action bug. Incorrectly returning all records if a field is empty.

HiThe Find Records action has a bug.I have an automation when a new record is created, use the 'Find Records' action to find a record in another table and link them together. Very straightforward and works.However if the new record created has empty fields for the conditions of the lookup, it returns ALL the records in the other table when it shouldn't return any records since an empty field does not equal to a non empty field.In the screenshots you can see that the record selected to test automation has an empty email and phone number field.But the Find Records actions returned all the records in the lookup table.This is a bug and not the first time it has been raised as mentioned in this community post:https://community.airtable.com/t5/automations/when-source-is-blank-automation-links-all-records-from-another/td-p/176602?utm_source=chatgpt.comBut the solution in that post doesn't work in my instance as I need to use the conditional actions for another process.This seems like a simple

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Rob_JamesonKnown Participant
posted in Automations
Actionable message in slack always says "Processing..."

hi everybody,I have an airtable actionable message in slack working... it gives me 2 buttons, which then correctly update a slack record.  However, after I click a button in Slack, it always changes to then say "Processing..."   This never changes... leaving our users unsure if the action actually ran (it did).I have tried with a new table in airtable. Not sure what else to try... Has this happened to anyone else?  Any ideas on how to solve/troubleshoot?? Thank you

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ScottWorld
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Rob_JamesonKnown Participant
asked in Automations
Customize style of automation message

Hi everyone!Im using automations to send updates of records (a list of 5 at a time) to a slack channel... I have the data I want to showing up correctly, but I'm wondering if there is any way to customize the style/spacing of the output of the "List of Records" in the message block?For example, I want field names to be bolded, to have the field and data on the same line (instead of next line), and make a different separator than "-----------------------".The "List of Records" content option in the Messages block has no options to customize that I can see (screenshot)... Maybe there is another solution though?  Wanted to ask!!

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ScottWorld
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Jesus_YanesParticipating Frequently
posted in Automations
Trying to build an automation that unchecks the box

I am trying to build an automation that updates a record if the status dropdown = Offer Accepted. If Offer Accepted is selected from the dropdown, I want the automation to update a checkbox field (to no longer being checked).

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tsallisInspiring
posted in Automations
Help with automation with several records

I have 2 tables setupThe first one has a single select field with animals names followed but a long text field which should be related to that animal.The second table has the name of the animals in a field followed but a long text field with some information.I would like an automation that triggers every time a new record is added to the first table and that updates the long text field on that table with the information from the second table for that specific animal. The thing is that the update should only be made when the single select field from the first table is set to NO. When the choice is YES it doesn't need to fill the long text field from the first table.I know how to do it creating different automation for each field but I wonder if I can do that for all fields with just one automation.Thanks for the help 🙂

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dnn6New Participant
posted in Automations
Send Slack message with grid via Airtable automation

I have an Airtable automation that finds a list of records and then send a Slack message that includes this list. When I send via email I get the option to include grid or list, but when I use Slack the only option is list...which I really don't like the look of.I found some older threads on here asking about this but it seems like there's no good solution. Someone mentioned forwarding the grid message from email to Slack, but I don't like how it shows up in Slack so not an option for me.Any other ideas on workarounds? 

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ScottWorld
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martinamonNew Participant
posted in Automations
Interface with Button

hi please help meI select to 2 different data from Tables in an interface.now i want those selected ones for using them in an automation by clicking a button.1. How is what i selected connected to use it in an automation?Where do see the reference what is selected?2. An automation works for one table. So i have to save the 2 different datas to new table first?3. How do i save this 2 datas from different tables to a new table?

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Kenneth_Raghuna
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denysyudinNew Participant
posted in Automations
Trigger in specific date

Hello, I am using Airtable for a long time integrating with N8N.I have one issue.I am using Airtable for store data.This data have to be processed in specific time.Client can set process time in airtable process_time column.I want to make trigger at that time and process date in N8N.Does anyone have any suggestions on what I could do for a consistent system?

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Kenneth_Raghuna
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BEASKNew Participant
asked in Automations
Update record based on form

I am attempting to use a form to update a record in the existing table.So an account executive fills out a form with the new terms and rate amounts for 2025 2026 and 2027I tried coping a workflow shared by a community member (https://community.airtable.com/t5/other-questions/updating-existing-records-problem/td-p/187594) where they made a new table from the form and then updated the old table but that isn't working for me.  I think it was from Consultant @ The Time Saving CoBefore that I was bypassing the second table and that did not work either. Does anyone have a workflow similar to what I'm looking for they could share a screen shot of:Here is how far I got:  Thanks!   

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Dustin_GoodKnown Participant
posted in Automations
Interactive Ratings in Interface?

Owner asked for a place to view all marketing assets. Mainly graphics at the moment. I added fields for ratings and feedback notes. Is it possible to display assets in my interface while also allowing him to adjust ratings and add notes? Otherwise it seems creating and giving him access to a gallery view is the best approach to gather his feedback.

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Sean_Murphy1
Sean_Murphy1Inspiring
posted in Automations
Creating a new record in externally sync'd table

So as we know, we can now enable the creation of records in tables that have been synced from other bases. It's great. Massive improvement. But can someone confirm for me whether we should be able to do the same using the Create Record action in Automations? Should spend my time doing a workaround or bug hunting? Because it isn't working for me.thanks,

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Wayne_MerlinoInspiring
posted in Automations
Two Way Sync between specific fields in two different tables in the same base

Hi Everyone.I am trying to create a two way sync with automations and running into a few issues. Here is the overall scenario:Table 1 is named "Jobs".  It has a long text field called "Job Notes". Table 2 is named "Action Items" and it also has a long text field named "Job Notes". I want the following to happen: Whenever someone updates the "Job Notes" in either the "Jobs" table OR the "Action Items" table I want it to be synced both ways so no matter if what table you are working on, the notes are the same within a moment of changing either side. I did the following that seemed to work until we tested it in real time and the dual syncing at the same time was creating alot of issues for my team who use these two tables. As they corrected typos / etc. it would erase some of the last parts of their sentences due to the syncing overiding eachother (at least that's how I undertood what was happening). On the Action Items table I made a linked field to the Jobs table primary field

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RedwolfSports
RedwolfSportsInspiring
posted in Automations
Automation of closing of tasks and assigning new ones

I'm trying to solve two interrelated questions, but first a prologue:Current Setup:I have built a project portal on softr using airtable as the data source.Presently each project has 18 tasks all added to the project by an automationMy project members are split into two groups (admin & client)I have a project field that identifies the project "primary contact" in the even there is more than one project member on the client side.Automation currently assigns the first 10 tasks to the primary contact upon creation of the project recordA different automation adds the remaining 8 tasks to the project as unassignedThe unassigned tasks are a mixture of tasks to be assigned to the client at a later stage and the admin.The admin tasks were not getting assigned in advance because I had not figured out a good way to do this but a recent suggestion from @Mike_AutomaticN  will remedy that 😉Task status options are presently:  To do, in progress, Done, Skipped/NAMy fir

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RedwolfSports
RedwolfSports
RedwolfSportsInspiring
asked in Automations
filter loop actions?

I have a table called Task template, which contains a 18 records of all the tasks I want assigned to a project. I have been using a simple automation that runs in airtable when a new project record is detected. The automation finds all the tasks in the template table then loops through the resulting list and creates new tasks in the task table matching each of the template tasks.  This all works fine.This evening I added a step to set a field in each newly created task to be the assignee based on a field in the project table that initiated the automation. This works too... but sets ALL 18 tasks with the same assignee, and this is not what I want.Each task has a field called "system task ID" which is a text field containing value 001 - 018. The intent was to make these tasks referenceable in the softr platform I am using with this data.The challenge I need to figure out is how can I set the automation to set the assignee ONLY on newly created tasks with a system id of 001 - 010?Bel

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ScottWorld
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Jayme_RichardsoKnown Participant
posted in Automations
Accidentally hit "Unsubscribe" on an airtable automation email. How do I resubscribe?

A coworker accidentally hit the unsubscribe button on an automated email.  How can we get her re-subscribed?  We looked at the notification settings on her account, and they are both checked.  She still receives no alerts from the automations I set up.  Please help!

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RedwolfSports
RedwolfSportsInspiring
asked in Automations
Send email to admin when user first logs in.

I am using airtable with softr for a client portal, and I and trying to configure and automation to send and an email to the portal admin alerting them that a user has logged in for the first time. I have a "users" table in airtable which maps to the "users" table in softr. I have last modified turned "on" in air table. Softr maintains it's own "last seen" field which I have mapped into a matching date field in air table. The basic logic is that the "last seen" field is empty until a user logs in. So I would think that I would just need to trigger when the "last seen" is part of the "last modified" history? But this alone would result in an email going out every time the last seen field changes which would be every time the user logs in.I only care about the FIRST time, so I would need a way to check if the "last seen" field was previously empty, then compare it to the current field contents. I just do not understand where I would get the "previous" value from?I am open to doing t

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Mike_AutomaticN
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hernandez24New Participant
asked in Automations
Keep receiving "Could not convert string to date." Error when trying to automate Date Records

I have a form where users will enter product details, among those details is the "Field Date", I am trying to set up automation so that when they submit a form and enter a new record, it takes the "Field Date" and subtracts 11 days from it and then enters the new date into the "Feedback Due" column for that product.I have a TRIGGER set to recognize when the "Field Date" is not empty. My ACTION is set to Update Record, then in the "Feedback Due" I am trying to use DATEADD({Field Date}, -11, 'days') to calculate the new date.I just get "Field "Feedback Due" cannot accept the provided value: Could not convert string to date."Both columns are set to the same date format. I am new to airtable and would appreciate any help anyone can provide to get me going in the right direction.

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