Automations

Hello I have a table that tracks all outreach to our contacts with the final field of each record being a checkbox column that will be marked if the contact agrees to an appointment. The goal is to copy a record and all its fields to a new table (appointments) when checkbox column in the original contacts sheet is marked. Additionally, I would like to add a timestamp in the new table to stamp when the record transfers over to the new table… I.e. a timestamp of the date we confirmed the contact agreed to an appointment. I understand I can use the same table and different views however we already are working with APIs on the appointments tab for external automations, so I would prefer not to mess with it.

Hello, Airtable—I would like to request the following simple features for the automations section: A user should be able to name to scripts added as actions in automations, so that when users are looking at the overview in the “Steps” tab, they can easily see what each script is doing, without having to open up the code and read the code to figure it out. A user should be able to re-order actions in the automations screen. A user should be able to change the trigger to a different type after initial creation, not just update the previously selected trigger’s details. Currently a user has to create a completely new trigger, copy the contents and settings of the original trigger and each of its action steps, and then delete the original, all to just change the type.

I have table A with 5 fields and table B with 5 fields each corresponding to those in table A. Table B are checkboxes. If a field is filled in table A then I want to checkbox the corresponding field in table B. I want to use automation and formula. Please suggest how to do this. thx

Anyone else having issues with this lately. I have emails in to support, but thought I would check to see if there is a general system problem. Thanks, Tom Embaugh

I’d love it if I could add a delay as an action step, similar to how you can do it in Zapier. Currently, I want to be able to trigger an automation when a formula field calculates to a specific value (a value that figures out if a combo of other values is a valid combo). However, when someone is editing the record, this formula field jumps back and forth between a “valid” and “invalid” state while they’re still editing. This triggers the automation saying the formula field is marking the record as “invalid” even though the person editing the field isn’t done editing yet. Ideas for implementation: A delay step that can wait n minutes after a trigger has occured before any further action steps are taken. In an ideal world, there might even be an easy way to check the record that triggered the automation to see if it’s still meeting the triggering criteria. (Like a Zapier “filter” step) A delay that waits n minutes after a record was last modified to then trigger the automation if the re

Hello! With an automation, we’d like to effectively display a changelog in slack for when specific, high-value fields are changed. I have an automation using the “When a record is updated” trigger that monitors those fields working great, but what we’d like is to know specifically what field(s) were updated and what the changes were (what the field’s value was previously and what it is now). Is there anyway to retrieve that information in the automation or a script?

email is sent to acknowledge receiot Hi there, Is there away to send and recieve threaded emails? we want to introduce a ticketing system ie request comes in via a form email is sent to client to acknowledge receipt all further comms are updated within AT automatically so anyone can see the notes on the job at any given time

We are looking to hire an Airtable expert. We are looking for a way to create dynamic pages using only Airtable variables for all content on the page, using Duda website builder.

Hi all, I’ve been reading a lot of he help articles, but, still can’t quite figure out how to do this… We would like to trigger a button to open a URL on a recurring schedule. My understanding is that we would need to trigger a script to do this or set an action to the same effect? I’m not experienced enough to write the script but I can’t think around how we could get there with a set of actions. This is my first post here so any help from the resident experts would be appreciated.

I think we need to revisit this: https://community.airtable.com/t/combining-text-column-url-column-to-create-text-with-hyperlink-inline/33068 I’m looking to automatically combine two columns (URL + Text) to get hyperlinked text. This appears to have been the answer until part of the script was deprecated. I’m finding discussion elsewhere about replacement for that command, but am not able (no expertise) to figure out how to combine everything into a script that works.

Hello guys, rookie there with a little issue… Currentlly I’m signing new customer using minExtension that is directly connected to my ‘Customer’ base. I have another base ‘Planning’ with a table ‘Time of coaching’ that displays for each teachers the time they spent coaching the customers. Is there a way to display the occupancy rate when I’m signing new customer ? I was thinking about showing the occupancy rate of each teacher on minExtension but I don’t think it’s possible (ex. on screenshot). Thanks for the help

Hi Guys, I am evaluating AirTable for our warehouse inventory tracking and i am enjoying it. I was wondering if someone can help me in answering the following Scenario: I have items that belong to the same Purchase order for a specific Job, and typically all items on that order would come from the same supplier. So my items would have a POnum Field and a SupplierName Field. And based on the above, all items with the same POnum should have the Same SupplierName. So is there a way to limit the drop down of the supplier filed so it only shows that same SupplierName from a previous item with the POnum, OR set the value directly for the SupplierName instead of limiting the dropdown? I hope this clear.

On the date 25 Jan 2022,I’ve got some new errors with Automation which is never happening before.I can understand that execution time is more than 30 seconds but the error looks new as compared to older error messages.Error looks like this.Does anyone has the same error during automation?

Hey Guys, I am building a directory of engineering teams https://teamfinder.dev/ where each team has their profile and projects. Each project is also a separate page. All done using webflow. Airtable is my backend. I would like to build a connect airtable form that will prefill website url or slug on each project or profile. Example project with webflow form: teamfinder.dev LBI Financial Case Study Superfast Jamstack Website For Insurance Business. So in other words i would like to have a form that will catch URL of it’s page. The goal here is to match a lead that would like to contact selected team. Is that possible?

Hi all I’m struggling to find this as another topic so apologies if it’s already been covered. We’re trying to set up a system for students to submit work anonymously and then allocate that work to a tutor for marking. What I’d then like to do is allow an email to go to the specific tutor with the new work to mark once allocated. I’ve set something up using views for each tutor and then automation for each tutor to be emailed when a record enters their view. However, this seems pretty inelegant and uses 12 separate automations. Does anyone know a way to integrate this into just one automation?

A screenshot is attached, and the issue is pretty clear: The conditional action group should be selected if a field is empty, they’ve been passed an empty field, and yet they fail to be selected. I have verified that there are no spaces or other invisible characters in the original record that is being tested. Separately (2nd screenshot), there appears to be no way to “Replace select values from previous steps” with empty values. When I enter BLANK(), the string value “BLANK()” appears to be tested. When I type something and then clear the field, the original value is tested instead of any substitute. The fundamental issue I’m trying to solve is automations failing when empty values are passed to a “find” action. I’d hoped using conditional groups could prevent passing such empty values to “Find” actions. I’m also trying to implement backup “Find” actions using other properties in the event the first search fails. The eventual outcome should be sending an email with a “score report”

Hi There! I am using the new Conditional Actions in Automations. I have created an automation for our course registration base form that will send an email with all of the data the guidance counselors will need to register students. I created the automation to occur when a new registration form is submitted. I then am creating conditions that state when guidance counselor X is chosen and email goes to them. I have to do this for 113 district guidance counselors. Is there any way to copy the email properties (the data that is being pulled) so that I do not have to create 101 more duplicates (Yes, I did 12 before saying this is crazy!). If I am going at this ALL wrong, any guidance you can provide will be greatly appreciated! Thanks!

Hi everyone. I am currently using the Slack automation to notify me when a record has been added or updated. Is there a way to include the name of who updated the record last in this notification.

I have data in one base. and data in another base. Member table, and event table. When i add members, i want the Member id field to automatically show up in the event table based on first name/last name match.

I imported the gSheet and the timestamps don’t transfer even tho I think I have the column formatted as the same date format… also how to keep the table and the gSheet in sync? thanks

We have 20 retail locations and I am creating a simple task system. There are times when we need to create a task and then assign out that same task to every location. I have a table for tasks and one of the columns is Location. When I create a task for “All Locations” I would like an automation to create new records in Tasks that are almost identical, except instead of Location being “All Locations”, it would be one for Store 1, another for Store 2, and so on. I have figured out how to do this manually in an automation. In other words I say WHEN a record enters a view in the Tasks table (where the criteria for Location is “All Locations”), THEN create a new record in Tasks where all the fields match, except for Location where I manually enter in “Store 1”. However, I was hoping not to have to do an automation for each store and have 20 automations. Then if something changes in the future, I would have to update each store’s automation. Is there any way to do this as a loop of some sor

I am having trouble creating an automation to send several consecutive emails based on sets of found records. My basic workflow is shown in the screenshot. 1 on a trigger 2 find a set of records related to email recipient A 3 Send an email to recipient A with message content from the set of records 4 find a new set of records related to email recipient B 5 Send an email to recipient B with message content based on the most recent set of records. When I test this workflow, steps 1 to 4 work fine, however step 5 includes the records from the step 2 instead of step 4. Can anyone suggest a way of ensuring the correct records are included with each email. Graham

Hi, I have an automation that is designed to create multiple records from a single row in another table. All but one of the fields will be identical, so I’d like to be able to copy my action step and just adjust the one field that I need to, but I can’t see a way of doing this. Is it possible? Thanks in advance.

Hi, I’ve set up a scheduled automation to send me an email reminder everyday for open tickets that I need to resolve. The thing is that I’d like to configure this automation to only be triggered if there are open tickets in the first place, i.e. if the count of open tickets > 0 or if one of the views in my table “Open tickets” has any records in it. I don’t want to keep receiving an email daily that says “You have 0 open tickets”. How can I set the Scheduled automation to only run based on a condition? Is this even possible? Any help would be much appreciated. Thank you.

Hi! Having some issues with an automation. In summary: 2 tables: Customer ‘Orders’ table Customer ‘Leads’ table Automation: Step 1 (Trigger) : New record is added to Orders. Step 2 (Action): Find record in ‘Leads’ that has a matching email address (as the record in Step 1). Step 3 (Update): In ‘Leads’, update a field in the record found in Step 2. Outcome: When a matching email address is found, everything works as expected :slightly_smiling_face: However, when there is no match found: Step 2 reports ‘Step Successful’, but returns 0 records found (this is as I would expect) Step 3 throws a ‘Received invalid inputs’ error. I would expect Step 3 to not run at all, if Step 2 doesn’t find any matching records. So I guess the question is, is there conditional logic built into automations that does something like the following: If Step 2 finds record, go to step 3 If Step 2 doesn’t find record, stop. Any help appreciated!