Automations

Hello, Our orders are composed of several sub orders. Each sub order has their own status, because they are managed independently. The main order status is equal to the less advanced of the sub orders status. I’m trying to update automatically update the main order status (we do it manually at the moment). Any idea how ? Here is a simplified version of our system to illustrate. Status : in progress shipped delivered Main order : sub order 1 : in progress sub order 2 : delivered sub order 3 : shipped —> Main order status = in progress (because it is the less advanced of the sub orders status) When the “sub order 1” updates to “shipped”, the “main order” status should update to “shipped” as well. Thank you,

Is there any way to edit the templates used for the HTML list or grid rendering options?

Hi, I am new to airtable, I’m creating a zapier automation from airtable to google sheets transferring data from a view (which is locked so no changes can be unwittingly made), when I test within Zapier the record fills into google sheets correctly but when its running later by itself it only transfers over 3 or 4 out of the 8 fields to be mapped, so in principle it works but there is some issue on collecting the data. The fields missing are dates, text and currency fields that i formatted in. google sheets, which is what I am wondering is causing the problem. Can anyone direct me as to what things to check? Thanks!

I use Airtable for content marketing. One article = One card in the kanban view. Cards have a field called “QA” which is linked to the “people” record. A QA person is set manually when the article is started. But the QA person changes when the article is put into our CRM system, to do technical checks on it. Therefore I’m trying to automate this in the kanban view: “When any card is moved to a certain stack (Called CRM QA), change the name in the QA field to the technical QA person.” The technical QA person is currently always the same, so it just needs to change to one specific name. Is that possible?

I have a google calendar linked to a table. I want to take particular information from that table and congregate that on a separate table1. My issue is only new information added to the calendar table is updated in the table1. How do I get All current and future information from the calendar table to update table1, instead of just new events? I do not see an automation that lets me sync all current and updated information from the calendar table to another table. Please help

I have a workflow that I need to get done. User fills a row in a table. The row that gets filled is made into a pdf using page designer. The designed page is sent as a pdf to some static email addresses. The pdf also needs to be stored in another table as an attachment. I did the first two parts. I’m having trouble doing the other two as I cannot figure out anything to do about it. I would be grateful if anyone helps. Thanks!

Dear Experts, We have two Airtables for teachers and students. For each new student record added, we need to assign the student to a teacher based on the student info (language, age, …). We have linked both tables using name field but now want to make this automation of assigning students to teacher. Each teacher will have max capacity of students to be assigned. Appreciate your advice for the best way to do that. Thanks Ahmed

:wave: Hey there! Trying to understand best practice in terms of how I can keep a linked record field automatically in-sync. Here’s some context and how Im currently accomplishing it: I have two main tables: Students Classes Each student will be put into one of the following classes based on their "comfortability with the force" The goal: Keep each class list of students updated without having to manually select or put them in that table. How Im currently accomplishing it: Screenshot for reference I have a column that is filled via a form (scale of 1-5) and then I have an automation running that simply says:

Hi folks :grinning: My scenario is as follows. When a student completes a course in our LMS, a Zap creates a new record in the “LMS Course Completed” table. What I need to happen next is that ‘Completed Courses’ multi-select field in the “Candidates” table automatically updates the candidate record for the person who did that course. I have tried to set up this up with an automation but it’s just not working. Any ideas please?

I’m doing an auto-email response to parents who are filling out school applications. There is a multiple select field, where they are acknowledging policies, and I want the e-mail to include each of the acknowledgements, but I can’t determine how to input this. Help, please! @Elias_Gomez_sainz @Mohamed_Swellam

Create a Telegram bot using @BotFather Save the API key Syntaxis to send HTTP POST command is https://api.telegram.org/bot[BOT_API_KEY]/sendMessage?chat_id=[MY_CHAT_ID]&text=[MY_MESSAGE_TEXT] Create or choose chat to add the bot Invite @getidsbot (or any similar - there are plenty of them) to chat and save the chat ID which was retrieved by it Invite your new bot (created on step 1) to the chat Test the bot, inserting the URL from step 3 into web browsers URL pane and hit Enter. Change [BOT_API_KEY] for one acquired on step 2, change [MY_CHAT_ID] for one acquired on step 5 and define some custom message to put in place of [MY_MESSAGE_TEXT] If the bot sent the [MY_MESSAGE_TEXT] to the desired chat - you’re halfway through Ope

Hi all. I have standardised content in google docs (there is a template) that i would like to create new records in airtable. That is, the content in each good doc becomes a new record in airtable. I have a template in docs with two columns. The left hand column in the doc aligns to the headings in the airtable, so it is a simple transpose exercise, however I can’t find a simple way to do it. Has anybody done this before? Can you tell me how you did it?

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

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. Howev

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));