Automations

Hi Al! I use airtable to manage tasks for contractors, where they all have different preferences in how to be notified on work when we need it. I found a way to integrate Twilio for SMS, but did not find it available as an automation. Any ideas on best ways to automate sending texts to those that prefer it? What I am finding is it is giving me the option to send a text, but it send a text to everyone, where I just want it based on the new/updated record. Any ideas or insights would be helpful!

Hi, I need to set (yearly) reminders based on dates from a particular field. So, let’s say - I have “Hire Date” field that’s different for each employee, and I want to be email reminded each year on that particular date (let’s say hire date is 03/03/2021, so I want to be reminded tomorrow on 03/03/2022) to (e.g.) renew the contract. Also, is possible to be reminded X days before that particular date? Thank you

Hi, i have two forms named form A and form B in two different pages and on airtable when the webhook is received, i need to run a script to check whether the data is coming is either form A or form B( either by form name or by hidden field). Am new into this and am not able to run the script functionality using this. am confused about data fetching. Could anyone please help how to update script code to check conditionally which form is submitted when a webhook is received?

Trying to change a status on an item by an automation. Specifically; If 30 days has passed since last edit → Change status. Can someone please help?

I’ve read the community for how to get the harder-to-read date cleaned up for automation with emails that include that field. I made a new column that formats the date/time to MM/DD/YYY and it populates fine in the table. However, the emails show nothing of that date and just has the space blank in the email. Here’s the formula I have to set the date format: Any suggestions?

I want to write a script that copies the value from one field to another field in the same record. Trigger and condition are already set up. But I don’t get the script done. Automation trigger: When record enters view. (Done) Automation condition: When field ‘Album_curated’ is empty (Done) Action: Run script that does: Copy value from field ‘Created’ to field ‘Album_curated’

I have a table of records of my published works containing a Multiple Select column with the formats of those books. What I need is an automation that will create records in another table with the options from that format Multiple Selection column that are not selected. So if my multiple selections are ebook, paperback, and audio and I only select ebook, I want to automatically create a record that lists the audio and then a record that lists paperback to use as a task list. I’d appreciate any ideas because I’m stumped.

hi all, hoping someone can help me. When I create a new automation for when a form is submitted, I want it to update the states to Requested on the new record it creates. But after I configure the trigger details and test it, it connects somehow to an existing record, instead of a new one. So whenever someone fills out the form, it updates the same record over and over. Can someone let me know how to disconnect the form submission from the record? I want it to update the newly entered records instead. thanks so much!

How do i automate a PO number imported from excel , so that it automatically copies the same po number and links records cell ,

Hi Airtable! I wondered if you can take a quick look at these Integromat screenshots, regarding a basic update in Airtable? I have records with images from origin base, that I just want to add images only, to destination base. Watch records base ”Copy 3…” (origin base), to: “All records…” (destination base) The destination will have the records, but no images, so I just want to update the existing record, with an image. I created a view in the origin base, all images and the destination base, no images. Is this a good way to use views? Also, are my filters correct? I have attached some screenshots. I also have screenshots of the output from the modules. Mary

I have two separate tables… contact list (table A) and an interaction log (table B). I’m trying to get a ‘date’ field from table B to be auto populated to the respective contact name in Table A. I have it already set up to link the table B record to a field in table A, but I need the date added to a separate field so that I can use the calendar view… I was able to create the automation – when a record is created in Table B, the action is set to create record in table A. but I don’t want to create a new record in table A (just need it to update a record) HELP PLEASE

Hello Guys ! I’ve set up this script founded on this forum ! My goal is to input the company logo automatically when the user puts the website url. The problem is, when the website’s url isn’t recognized, the automation keeps running and running and consumes all the automations :frowning: What can I add to my script to stop the automation run after a minute for example (meaning that the website isn’t recognized) ? Here is the script : console.log(Hello, ${base.name}!); let table = base.getTable(‘Expériences’); let query = await table.selectRecordsAsync(); for (let record of query.records) { // if the attachment field is empty if(record.getCellValue(‘Logo’) == null && record.getCellValue(‘Site internet’) != null) { let recordId = await table.updateRecordAsync(record, { ‘Logo’: [ { url: ‘https://logo.clearbit.com/’+record.getCellValue('Site internet’)} ] }) } } Thank for the help Agathe

I was wondering if there is a way to autogenerate QR codes in Airtable? I know that there are apps that can generate multiple QR Codes, but you have to manually run them. Is there a way to make it so once you type in a link in one column, then in another column a QR code will automatically generate. I know this can be done in other 3rd party apps, but is there a free way to do this without a 3rd party app? I know that in Google Sheets, I can use a formula like this to automatically generate a QR Code in Column B from the URL that is in Column A: =image(“https://chart.googleapis.com/chart?cht=qr&chs=150x150&chl=”&A2) How can I adapt something like this to Airtable? Any help would be greatly appreciated! Thanks!

Hello! I have a list of podcasts for which I would like to import new episode records into a separate table. I have RSS feed URL’s for each podcast, and those are updated regularly when new episodes are released. I’ve run this through Zapier’s ‘New item in multiple feeds’ Zap, though you have to manually input each RSS URL and are limited to 10 feeds per Zap (I’ve got hundreds of pods). This can be tedious if you have a lot of podcasts. I would love to find a way to reference the RSS field automatically and import new items. I’ve heard that webhooks could help, but I’m not that familiar with how they work. I’d appreciate any input! Chris

It’s surprising to me that when you’re building a custom automation and want Airtable to update a picklist field as part of the automation, the automation builder doesn’t show the existing values in the picklist of the selected field. Seems odd that a native automation builder isn’t sophisticated enough to pull underlying values once the field is selected. Any thoughts on why this happens / more elegant solutions than just going back to the linked field and directly copying the picklist option text exactly?

How can I configure an automation to only run (or complete given n steps) if it hasn’t run within t hours or minutes? I have a couple automations that watch for various sporadic updates to tables in my base. On occasion, these updates happen close together and trigger more actions than needed by the users of the base.

I have an EVENTS table with an EVENT Date, I am trying to use automation to create a record in a Related TASK table that uses 1 week before the event Date as the Task Due Date, I thought perhaps I could use the EVENT Date-7 but that didn’t work. I don’t know what to put in the Task Due Date field in the Create Record automation. Any help would be appreciated.

I have a grid view “FIRE TASKS” that is SHOW RECORDS where Start Time is Within (2) The Next Number of Days I have automation that is WHEN Record enters view “FIRE TASKS” Update Record to Change Priority to “HIGHEST” Moving forward this works with all tasks, but when multiple tasks enter the view simultaneously, only the first record is updated. I’ve now set it up so that when the record has been updated it leaves the “FIRE TASKS” view. That seems to work? Unless to records enter view at the same time? Driving me nuts. How do I fix this?

Hello! I want to list duplicat records within a table in a view so we can check them. I found this, this would be good for us, but I don’t realy know how to make it work in the automation: Automation: Check Submission for Duplicates before Publishing Automations I’m trying to ingest a new user registration (password’s being handled separately). I want to make sure that the new registration does not use an email address already in the DB (prevent duplicate accounts–ideally even if they’re using “+variable” in something like a gmail address). I’m currently using automations, but I can’t seem to get around the “Find Records Action 0 results stops the automation” flow. I actually want to update the record AFTER a Find Records determines there aren’t any d… I did some automation, so it’s not new to me, but maybe not as complex like this. Best regards Attila

Hi there. I have a seemingly simple task that I have been struggling with for a few days now. I have a ‘Team’ table that has a checkbox field for each record/member that selects them as being a member of the ‘Forward Sales Team’. I have an ‘Incoming Sales’ table that gets populated from a Gravity Form on the company website. I’m using Integromat to facilitate the transfer of data between Gravity forms and Airtable. What I would like to do is pre-populate a field that is linked to ‘Team’ with only members that have the ‘Forward Sales Team’ box checked. I have gotten as far as limiting the selections available in my linked field to only those that have the box checked via a custom view. I just need those team members to actually be selected when a new record is created and not have to go add them manually each time. I have gotten close with automations and with Integromat…but I keep falling short for one reason or another. So I guess the question is how do I populate a field in one ta

2 tables: Projects & Tasks. Projects has fields “Project”–Project 1, Project 2, … and “Stage”–A, B, or C. Tasks has fields “Task”–string, “Owner”–John or Jane, and “Task Stage”–A, B, or C. Based on matching “Stage” in Projects & Tasks, I would like to populate newly generated assigned task tables, John’s Tasks & Jane’s Tasks, specific to “Owner” in Tasks. Example: (one record in each table → desired output) Records: Projects - “Project” = Project 1; “Stage” = A Tasks - “Task” = ‘fill out forms’; “Owner” = John; “Task Stage” = A Output: “Project”, “Stage”, “Task” should populate a record in John’s Tasks table. (Project 1, A, ‘fill out forms’) Can someone help?

I have a table, with has reservations for a small hotel, I have another table with Gift Certificate reference numbers. When a gift certificate reference number is used, I’d like it to search through the records in the Gift Cert. table and change the status to redeemed. Basically, I want to link these two tables, but I’m not sure how to go about it. I think it’s a junction table … i think I know what a junction table is … in theory, but I’m not sure how to make it.

I have an automation to create a record in Table B when a record in Table A is updated. The details are for when a vendor applies (their info gets dumped into Table A) then when we change the status to “approved” their record gets created in Table B. Here is my issue… We have status updates for markets in June + August + October… if I change the status for June to approved the record is created in Table B but then the status updates for August and October are not populated. If I do “waitlist” for June and “approved” for August and October - the record is created in Table B for this vendor and the status for June and August is populated - but then October is blank. Basically it creates it at the first “approved” update but the rest are left out… is there a way to make sure all the values/status updates are populated when the record is created? Screenshots of the automation I have created: Uploading: Screen Shot 2022-02-23 at 12.20.57 PM.png…

Hi, I am trying to move records form one table in Base A to another table in Base B. To do this, I want to build an app, which automatically creates a table in Base B and then copy the records from Table in Base A into Table B. I do not have access to Metadata API which makes it easier to do so. I saw in a post, I can use the blocksSDK to create table, which I can do if I am in the same base as the App is installed, but not in the additional base. Airtable FAQ says this is possible by providing the API_key Yes. While each app runs in a sandboxed iframe and can only access data from the base that it’s installed in, you can use the Airtable public API in tandem with a custom app to interact with another base. To do this, the custom app will need to ask the user for their Airtable API key. Then, the app can use this key to make calls to the API endpoint for the other base. You can find the public API documentation under “Help” in any of your Airtable bases. But the public API doesnt ha

Hello! I need help with a process that I am hoping can happen in Airtable. We have a monthly ticket raffle where someone can enter for several different events. For example Amber entered for Red, Blue, and Green Jen entered for Red and Green Sally entered for Blue I broke out the data into different views so that I am only looking at Red, Blue, or Green and picking the winner. I tried to generate a random number using this method - Auto Generate Random Number, and then sort from least to greatest, but the problem is that Amber has the same chance of winning Red, Blue, and Green since the number is the same for each event. In excel I just used a =rand which assigned a truly random number. Is there any way to make this happen in Airtable?