Automations

Hi all - wondering if anyone can help because I’m struggling! I used Airtable to track customers and business opportunities through two linked tables. Within business opportunities, each potential deal is categorised to a stage (via single select) - either Early Lead, Qualified Lead, Proposal Submitted, Pitching, Closed - Won or Closed - Lost).I can link the tables so that ALL opportunities are attached together, but what I would ideally like is to have a section / field in the Customer record for Current Opportunties (Stage = Lead / Qualified / Proposal Submitted) and Past Opportunties (Stage = Closed - Won or Closed - Lost).I understand that I could link automatically and filter the possible selections based on the Stage but what I want is for that categorisation to happen automatically.Any ideas? I’ve tried (and failed) to come up with an automation to do it!Hanna

I have an Airtable Business account and Enterprise license for Salesforce Data Cloud. Data cloud has a beta connector to airtable, but I have been unable to get them to work. Here is the information the Salesforce connector asks for:I have no idea how to get the schema that is being asked for. Also, it asks for a private access token or OAuth. I am at a loss on how to set this up. Any help would be greatly appreciated. I am trying to connect my airtable to Salesforce because there are things that are much easier to add to airtable than Salesforce, but that I need to get into Salesforce for use elsewhere.

I looking for a script to send automaticly a webhooks at a date and a time variable...

I have a parent table with a bunch of linked children.On the parent table, I need to be able to click a check box, which will give the user a 30-minute grace period before the record is “Frozen” (it will move out of an interface section and into another one). The children will then move into a view that will sync it to another base, where automation will create a CSV and upload it to a server somewhere.  My thinking was to have a last modified filed field keep track on when the check box was clicked and then add 30 min to that and then let that determine the rest.However I’ve now been looking into the NOW() and it seems quite unreliable for things to do with precision and filtering records into a view to be synced to another base, is also an issue as the date time will only allow me to filter days, but not use time.  I can see how this could potentially be solved with a fairly expensive automation setup, where automation constantly looks for updates when the user clicks the check box.

I have a table called table2 which is filled in with a form, and I don’t want the users to have to fill in all their user information every time they use the form.  So, I enabled ‘see who submitted response’ and created an automation which on form submission attempts to match the submitter’s email to an email in the user’s table, which is then copied into a linked email field in table2.  This allowed me to filter the list of entries via the form so users only see their own entries.   However, other linked fields in table 2 do not autopopulate. I was hoping when the automation filled in the email address in the linked field of table 2, all the other linked fields would populate.  Any suggestions on how to accomplish this? 

I have an automation that sends students an email thanking them for being a part of a short-term trip with the school and I was wondering if Airtable or an extension that I do not know of, could track the engagement of the student on if they opened the email, or if they clicked on a link, etc. I want to make sure that the email is the most optimized to get the most survey responses possible!

I am running into a wall with this automation, hoping someone knows what I’m doing wrong. When a record in my Events table matches a condition, I am trying to build a Find a Record automation that finds a record in my Main Directory table where email in Main Directory is email in Events. I am getting an invalid filter error on my email field. Not sure what I’m doing wrong here. Ultimately I would like to update the retrieved record with data from Events, but I can’t get beyond the filter error.

I’m currently experiencing a service issue where scripts are just showing “In Progress...” and not completing.  Other automations are working fine.  I have two scripts that call external services, I’ve verified that both services are working properly.  I’ve restarted the automation.  Ive re-ran a run that was successful earlier today, and that one is in progress.  There seems to be an issue on the Airtable side...

For some reason, ALL of my automations across ALL of my bases are stalling on the Scripting Block step and I don’t know why… I’m pretty sure this is an Airtable outage issue, but I’m curious if others are also seeing the same thing.  I’ve tried contacting Airtable support and it seems to go nowhere… super frustrated...

Anyone else seeing this? On the simplest scripts, like ```console.log(‘hello world’);```I’m getting a “Running...” in tests until it times out, no errors or console logs whatsoever. Scripts that have been working for years are all of a sudden not functioning.

Hey all, I am building a base for live event production and I have run into a road block. In the interface I have a button to upload csv files for client info and needs. The button just goes to the URL for the extension in full screen. Because of the computer literacy of some of my co workers I need to make things as simple as possible. When duplicating the base for a new event, is there an automation or script that can update the new URL. I have a table called URLs that feeds the button. Thank you  

I am currently on the Team Plan. The first day I created my webhook trigger automations they worked fine. Now they will only work and create a new record if I manually click on “Run Test”. Automation is turned on and webhook is triggering. Am I missing a setting?

Is there a way to create an automation to update the comment bar in a record?As in, triggering something to automatically leave a comment. 

Hola a todos, estoy creando formularios de ingreso de datos sin embargo me encuentro con el problema de que las celdas multivariables y los links records no son capaces de por ejemplo asociar 5 profesores a 5 roles y 5 asignaturas.Estoy intentando hacerlo a través de scripts y automatizaciones sin embargo no he podido lograrlo, alguién tiene alguna sugerencia de como abarcar este problema? La idea es ahorrarle tiempo al digitador de datos, y para esto lo mas optimo que he encontrado es generar un formulario que contenga toda la información correspondiente y con automatizaciones completar las demás tablas, pero cuando hay que agregar varios registros al mismo tiempo y estos deben asociarse a otras variables no he podido lograrlo. Por otro lado tampoco quiero generar 100 columnas en caso de tener que inscribir a 100 personas. Saludos,  

We are using Airtable to manage specific deliverables across many different projects. There are separate teams working on different projects and each project has its own Base. Let's call the bases Project A, Project B, and Project C. We created a shared Base that pulls in records from Projects A, B, and C in Grid and Calendar views. But I can't figure out, in Grid view, how to also include the name of the Base (where the record is coming from) in that shared Base. Anyone have the answer?

Is there some reason this code does not work in the Body my automation email?<img src="{GraphicURL}">Where GraphicURL is a working URL reference to a remotely hosted JPG graphic image file (.jpg). The image placeholder shows, but the graphic is not being rendered.  

I am running a market place and use Airtable as the data source.Currently I input the data manually. Among the fields is Location with Single Select option. This is because I don’t have to type out the locations every time except when there is a new city. I have been working on an automation using make.com. The data is fetched from websites and goes through a number of modules and then through a JSON Parser where the data is structured before being passed on to Airtable. The challenge is that it seems Airtable refuses to accept locations that are not already in its database (previously input manually), so it returns a “[422] Field "Location" cannot accept the provided value.” Error. I changed it to Single Line Text but still the same issue. Is there a way to resolve this?Any tips will be greatly appreciated. 

As above I would like to be able to toggle all fields on an interface page between view and edit by clicking a button at the top of the page. 

I have a simple automation that checks once a day whether a list of records in table A can be linked to a synced table - table B. It first finds all the records that have no links. Then it loops through the list and tries to add a concatenation field to my linked field. If there is a record in my synced table that matches my concatenation field, then it links to that record. If not, I assumed nothing would happen, and it’ll wait until the next day to try again. However, it sends me emails every day with an error saying, “Updating the record failed due to insufficient permissions.”I assume this is because it thinks that the ones without any matching records it should create a record in my synced table, which it obviously can’t do.Is there a way around this so it does not throw an error if there is nothing to link to?Some matched, some did not, though if one does not match it, see it as an error 

Hello, I have created a Google sheet -Airtable integration through Make. Althought the scenario is successful and the data is fetched correctly, the results do not appear on Airtable. I have run it before and had worked.Can you please help me on what might be wrong?Thank you

Related topics: (announcement about improvements from 2 years ago)  Suggestion/feature request:I find the automations list almost unusable. I’ve added sections to my automation list which helps a bit but ultimately end up clicking into each automation which is really annoying (as is this forum upgrade?)As a user, I cannot find automations that I’ve previously created because I do not have a search bar. I want to be able to quickly locate the automation I’m interested in without  As a user, I want to be able to expand the width of the automation list in order to view the whole list. This will help me avoid creating unnecessary automations and to understand what I’m looking at. As a user, I want to be able to see the complete name of the automation so that I can continue to use the naming convention we’ve established. (I can neither expand the frame with the names of the automations nor see them when I hover over the automation.) And because this forum post was so difficult to make,

Hi, I'm getting this error, and I have no idea what it means or how to fix it:Any help with fixing this is much appreciated.Thanks

I have a make.com scenario that populates videos from Google Drive to a table. I’m trying to create an automation in Airtable that takes all of the data from that original record, and simply creates a new record in a different table with that same data.Ex. Record goes into Table 1 > Automation Triggered > Same record goes into Table 2 Should be absurdly basic, but I keep running into an issue with the video attachment field when trying to test the automation.I’ve tried every single type of data from the video column. Same error every time.I don’t understand how this is so difficult lol I’ve literally tried every type of data… the base/table structure and just choosing the video field ID, and then every form of data within that specific field as displayed above.The error I’m getting Structure of Data I’m trying to pull from Record 1 - to create in Record 2 

Hello,on calender view i want to default to 30 min records shown on calender at present it is 60 mins by default.I have been trying to create a script and automation that will fill an end date and time field automatically to 30 mins after the appointment date field has been updated and then using thsi end date and time field to set this as the end of the appointmentANyone any ideas how to do this??  

Hi everyone,I could use some advice on setting up an automation for a project I'm working on.I have an Airtable base structured like this: A Rooms table (corridor, toilet, kitchen, etc.) A Products table A Proposal table A Line Items table where I create the Proposal Items which is linked to the other tables. Each product has a payback calculation (e.g., how long it takes to pay for itself) What I'm trying to achieve is to automate the creation of a graph for each job that: Plots Rooms on the X-axis and Payback Time on the Y-axis, showing all relevant products linked to that job. Either: a) Automatically generates this graph and uploads it as an image attachment back into the respective Job record in Airtable — OR — b) Exports the necessary data to another 3rd party tool (e.g., Google Slides, Canva, or similar) to generate the full proposal externally, and then uploads the final proposal document or image back into the Job record. I'm not sure which approach is more feasible