Automations

Hi! Is it possible to create an approval from the form → gallery view automation? we want to embed airtable gallery view in our website. people can submit a form but we want to review the submission first before adding it in the embedded gallery view. workflow should be something like this: submitted form → notify admin to review answers, disapprove/approve for the info to be added in the airtable gallery/grid view → to be added or not in the gallery/grid view, and to have a archive of disapproved submission** Thank you so much. appreciate your help!

Hi! I’ve just started using Airtable, and I had a question about using an automation to change something. Right now, I would like for my completion date field to change to the current date/time once the state field is changed to “done”, but the only trigger that is there in the automation menu would trigger regardless of what the state has changed to. Would there be a way to do this with automations or would I have to find an alternate way to execute this?

I want an email automation to scheduled for at Noon PST timezone. I am based in IST, so when I set up the automation it is set up for IST. How do I specify the timezone for the receiver’s timezone? I don’t see any setup in the automations config. Do I need to have a different field to just get that specific time?

Hello My automations fail, because it says that I don’t have the right billing plan. I only had run 4 tests, so even the in the free plan it should have worked. I upgraded to plus and I still get this error: Can somebody help me?

Thank you so very much for your kind help!! I’m hours deep into trying to figure this out and feel like I’m stranded on a raft in the middle of the ocean with no land in sight. Here’s my head-scratcher… In one base, we have 4 tables. The first 4 cells in every record are identical across all 4 tables. After that, the field types and data changes for the remainder of the record. (We do production, so it’s the same 4 product details for each record on every table, and the different tables break down tasks for the same product at its 4 different phases of development.) What I want to happen is that on the first table, when I enter new data in the first 4 cells, that same data is automated to magically appear on the next 3 tables. The reasons I’m going mildly nuts: What should I set the automation at so that whenever I enter new data into the first 4 cells they automatically populate on the next 3 tables? (I know how to link them, but I still have to manually go and select them on the

How do I get this stored somewhere else? either in a CSV or a base? We basically need this in a tabular format because it lists down the things we need for auditing cost and permission. collaborator current level of permission which base are they accessing I saw this article and yes I know there’s a view but this is just barely usable, we need a table format to audit and make filters. we need to create reports from it not a static view. Airtable Support Workspace settings page overview The workspace settings page is where the owner(s) of a workspace can modify the workspace's billing settings, upgrade the workspace to a premium plan, see an overview of all billable collaborators ...

I have a table where I want an email per record to be sent when a record matches conditions. For example: Contact Email is NOT Blank and Check Box 1 is Checked and Check Box 2 is Checked and Contacted is Empty The Actions are: Send an Email and Update the record with a Check in the Empty. However, the automation only ran for the test record out of the 15 records matching the criteria.

I’m receiving a error requesting the page be refreshed whenever I try to “create a new record” from a Webhook. Refreshing the page does not fix the issue. Has only else experienced this and is there solve? Thanks!

I’m building a content marketing tracker and I’d like to be able to add an analytics and reporting status which automatically triggers 30 days after a piece of content is marked as published. What would be the best way to handle this in an automation?

Hello I am trying to find a way to assign the collaborator field in order - Like a TRUE round-robin We are currently running an automation where status is “Status A” and the Collaborator field is empty THEN - run this script (below) and update the record. const collaborators = [ {name: "Person 1"}, {name: "Person 2"}, {name: "Person 3"}, {name: "Person 4"}, {name: "Person 5"} ] const chosenOne = collaborators[Math.floor(Math.random() * collaborators.length)]; output.set("chosenOne", chosenOne.name) This automation runs randomly - I need an automation that will assign 1,2,3,4,5 in order and then repeat that order.

Hello Friends! Has anyone been able to use Airtable’s “native” Microsoft Teams Automation integration? I’m not sure if it is worth the time trying to get it to work. I tried about 18 months ago with no success and am considering looking at it again. I don’t see any evidence of anyone using it on the forums, but my searches aren’t nearly as advanced as Bill’s :stuck_out_tongue: Thank you for any thoughts! Paul Warren

I have 2 tables which gets populated when there is a new web enquiry. a list of advisers I want to assign one adviser to an enquiry on a round-robin basis. I’m assuming creating a column for the date/time they last had a lead then finding the adviser record with the longest date would be fairly straight forward but I can’t seem to work it out. Is there an automation to find a record based on the furthest date from today?

Greetings to all I am new here and I really find it quite difficult to navigate through all this. Anyway, I daily get this message which I really cant short out "…Send a Slack and email message Your automation Send a Slack and email message has failed 2 times in Rewards registration between 01/05/2022 at 7:22am and 01/05/2022 at 7:23am…" “…Airtable’s permission to use the configured Slack Automations account has been revoked. Please reconnect the account or select a different Slack Automations account for this step…” I would be grateful for a step by step solution to that Thanks in advance Stefanos

Hi community! For a job-sharing matching platform I’m aiming to automate the matching process. There are three parameters that define the matching: 1) Location 2) Specialty 3) Seniority I have managed to automatically link a person (A) upon registration to all other matching persons (B, C, D) . Those matching persons (B, C, D) are all shown in column named “matches” in the row of the newly registered person (A) Rather than having all matches in one column (A+B+C+D) I want to have for each match for rhe newly registered person (A) a separate entry in a new table (A+B ; A+C ; A+D). Do you know how to do this? Many thanks Jakob

I built an Automation for a customer and it works well, except about 1 in every 500 executions the Trigger fails to feed through to the Action. I get a helpful notification in Airtable and via email: Your automation Name has failed 1 time in Table on 04/07/2021 at 8:53am. These are super helpful and I’d like an option to have them send to the customer instead of just to me. But I don’t see a feature (e.g. in Automations drawer) for configuring this (e.g. a field for “Owner/s of this Automation” or “Subscriber/s to this Automation” where I could paste their email address). I guess if we wanted to “switch” the notification/subscriber then I could ask customer to manually Duplicate the existing Automation whilst logged in with their account, and presumably this would create a copy of it with them as new sole owner. But then we’d either have 2x Triggers on each event (not appropriate in this example where the Automation deletes a row i.e. it’s an Action you’d only perform once) or, if I su

Hi, I have seen that automations involving lookup fields are currently not supported by Airtable (based on similar posts from 2020) but I am unsure how to work around my problem, if there is one, and am looking for some help. I have 2 tables. When table 1 receives a new entry from a form an automation creates an entry in table 2. Currently I approve the entry in table 2 by checking a box. Table 1 is meant to look up table 2 and similarly add a checkbox, plus look up the name field associated with that record and also link the activities field across both tables. Currently I am finding that I need to manually enter the lookup of the name in Table 1 for the other fields to update. I would like to automate this once the checkbox is filled in table 2. Does this make sense and is it possible? TIA

I have a folder (on a local server) that receives xml’s as processes are completed. I want to parse a value from the new xml into an existing entry in airtable. I looked at zapier but it seems like it can only work with other cloud apps not a folder on a shared drive. I’m currently looking at doing this with a python script but would like it use the existing infrastructure in airtable more if possible.

How we can build the automation when airtable send webhook to third party system when some event happens, ex. checkbox checked or status updated?

Hello everyone! I want to fetch current time and add two minutes in it and update the timestamp in the record automatically. Is this possible? Example: The current time here is 05:44 PM so I want to add 2 minutes in it which makes it 05:46 PM. How do I put this into a loop so that every 2 minutes the time will be updated automatically?

Hello, I am pulling my articles from Google Docs. I use Zapier to connect Google Docs to Airtable. I notice that it pulls the content, but the links and images that are originally in the google doc don’t translate to the Airtable record. Is there a way to have that copied over? Or maybe, is there an alternative solution? All the help is appreciated, thank you!

Hi I am trying to create a formula to do a find on two fields and if they are an exact match replace the third field content with a new URL in my ZAP (Zapier). The very first field is being used as a UID: – RECORD_ID() Airtable formula named “Handle” & – Text field named “Variant_SKU” IF they match Replace – Text field content named “Image Hi Src” I hope this makes sense, thanks in advance for your help.

Hey everyone, I was very excited to have an interview scheduling system using Airtable Forms in the base my team uses to hire over 100 teachers per month. As a reference to set up a booking system, I followed this Youtube video as well as this Airtable base by ScottWorld to avoid time zone problems (our candidates are all over the world). After having candidates booking interviews via Airtable, the “Create G Calendar event” automation would do the last interview booking confirmation step by creating a G Cal event as soon as an interview time slot would be booked. Unfortunately, the automation misbehaves when the user is not using the same date and time format as we are (HH:MM DD/MM/YYYY). The events are not added to the day the candidate has booked. I have tried several times and in several ways to find the core of this problem by changing, but I have failed miserably. When testing the automation internally from different devices and in different time zones, it has worked fine. However

Airtable–>Zapier–>Webflow (single and multi-reference fields not pulling into Webflow collection.) Watch this, and let me know if you see something I don’t. Thanks!

Hi, I’m trying to update Salesforce Records using the Beta automation. I was able to successfully create new records, but when I try to update records the automation test fails: Salesforce reported an error while processing this action: NOT_FOUND: Provided external ID field does not exist or is not accessible I’m not quite sure what to enter as the Salesforce record ID. The Salesforce record type doesn’t have a primary key. Is that what’s causing the error or is the record ID something else?

Hallo everyone, During these holidays I am evaluating Airtable as our company new CPRM. Trying different functions… We prefer to create event in our Outlook calendar and would like to create and update records in AT CPRM base Activities table. I found the way to create record via automation. I am having issues on updating the record when the event is changed in Outlook calendar. Could you please indicate me the way forward or around?