Automations

I built a project management tool using softr as the UI. I am looking to build an airtable automation that sends and email upon various triggers with the airtable data. The triggers seem to work fine, I am having trouble pulling in the data I need from related records in other tables. The data structure in this example would be:Project Table - has a field containing project members. This field is related to the user table Users table - has individual records for each user and a field in each user record containing all the projects it is associated with Drafts Table - Each record contains the data about a video draft I have built, including the project the draft is related to.The desired automation would detect a new draft record has been created and find the associated project record which contains a field defining the “primary project contact”. Using the ID associated to the primary contact, it would find that user in the “users” table to retrieve that user’s email address . Then send

Hi all - a weird thing is happening with this automation. On the table, I have a view sorted on a particular manager, employee type and status, resulting in 72 records - which is correct. When I set up an automation, I need an email sent to a particular email address that includes that table view (in either a list or grid) in the body of the email, which I’ve built and it works - apart from the resulting email that is created only contains the first 10 records, not all 72. And I can’t, for the life of me, figure out why it’s doing that. I understand the preview is limited to just 10, but I am getting this result if I run the automation from start to finish. In the Find Records, I’ve tested both Condition and View and redid the automation and I get the same result. It’s not wrong, as the 10 records it’s showing are indeed in that table, but it’s only the first 10, I need all 72. Any suggestions? I’m getting desperate lol. 

I'm trying to send a formatted HTML via gmail and it comes out as junk. In particular, a properly fomatted <table> set of tags appears to have </table> inserted right after the <table> tag, messing up the output. I can't tell if this is something the browser is doing, or is happening as the automation gmails the body.Any thoughts on this?example input and output (note, I'm not listing my entire table, but I do wrap it in a </table> tag and is properly formatted html:Input: <table><tbody><tr valign="top"><td><strong>Email Group</strong></td>source that shows up in gmail:<p></p><p><span></span></p><table></table><p></p><p><span></span></p>

Hi,  I'm running a research participant network for my organization. When our customers sign up to do product research with us, they provide a number of times they want to be contacted about engaging in a research activity. I need an flow automated flow that will 'quarantine' participants when they have met their limit, and that will reset at the end of the year. (a single select field, that I can use to hide them in the view of available participants) Currently I have:- Availability given by the participant in a form - I'm using a formula to convert that to a number field. - A 'engagement status' field to indicate whether a participant is available or currently engaged (used to filter them from view of available participants).- An automation that switches the above field from 'engaged' back to 'available' once the research as ended. I'd like to be abe to count how may times the 'engagement status' field has been changed to 'engaged', then compare that to

Hi AirTable community! I have a problem that I can't, for the life of me, find a solution to.I have an Event table that includes a linked column for Personnel attending the event. I also have a separate table where I have profiles for each person for each event ("Travel needs"). So, if Event A has Person 1, Person 2, and Person 3 attending, then the Travel needs table would have 3 profiles in it: Event A:Person 1, Event A:Person 2, and Event A:Person 3.I am trying to create an automation where, if I add a person in the linked Personnel column of an event, it automatically creates a Travel needs profile for that person for that event. The problem is, if I add Person 1, then it generates Travel need record: Event A:Person 1. But then I wait a moment, and add Person 2, and it generates: Event A: Person 1 (again), Event, A:Person 2. It creates new records for every single Person linked to the Event, not just the new ones.I've tried using Find Records in my automation, but I can't seem to g

Hi, I have an automation that triggers on record update. But it triggers whilst I’m still typing instead of once i finish and press enter. Is there a way i can tell it to wait until the user ahs finished entering the data (aka pressed enter) and then run? Thanks in advance :slightly_smiling_face:

Hi there! I have two tables involved in this automation, a Projects table and a Tasks table. Currently my automation is set up so that when a project status changes to "Ready to Build," a series of new records are created in the Tasks table.I'm running into a scenario where a project might be paused or delayed and moves back to "Pending" status, then back to "Ready to Build" again at a later date. Is there a way to keep the automation from recreating the same set of tasks again?Thanks! 

I'm trying to set up an automated email to email our clients with a feedback form (not an Airtable form, we use a different platform). The feedback form needs to be tailored to each individual, so I've added a field for the link for each record. In the automated email, I'm using the "choose data from" tool to insert the form url from the record. However, when I generate the preview, there is nothing left. I've attached screen shots of the draft email vs the preview. How do I make the link appear in the email??

Building a couple automated email reminders and having a weird issue. I have three attachment fields, first is for a black credit card authorization form, the second is for client invoice, and third is for client’s completed credit card form. So far, my automated email reminder for past due balance works nicely, which includes hyperlinks to auth form and their invoice. However, I’m building a second auto email and when I try to enter Clients completed form link, nothing shows up. I have checked multiple times and there is indeed a link in the row & field, but when I go to fill the body of my email with placeholder text and insert the dynamic field for Completed form URL, its blank. It’s almost seems like the properties for automations are syncing with what is entered on my table.

Hello!I created an automation that is pulling records from ONBOARDING table to a APPLICANT table - I have about 25  records (steps) I would like it to pull. I got the automation to work, however, it's only pulling 10 of the 25 records even though I have the Maximum Record Limit set to 500. (tried all different numbers). I also noticed that in the Update Record action of the automation, when I hover over the chip in "Fields" it says "Preview: 10 records" - this might be where the issue is, but, I can't figure out how to update that. any help is appreciated. I saw some other posts about this from almost a year ago saying it was a bug. Wondering if it just didn't get fixed. I am able to manually add the other steps, but, that kind of defeats the purpose of an automation. thanks!

Hi folks! I have been stuck on an automation for a few days now 😕😕 I have two tables: "Tasks" and "Topics".I used the "Topics" table to add a layer to my "Tasks" table. Individual records in "Tasks" are nested under the appropriate "Topics" section.The "Topics" table has a record (section) titled "Resolved".When I update the status of a "Task" to to resolved, I want the record to move from its existing "Topics" section to the "Resolved" section within the "Tasks" table. I cannot for the life of me figure out how to get this action to run! The closest I've got is trying to add the record ID of the "Resolved" topic, but it doesn't actually move the original record. Thank you in advance! 

I'm trying to create a solution for managing events and event attendance.I have 3 tables: Contacts, Events, Attendance.In the Contacts table, an Event is manually linked via a linked field (the Contact can have multiple Events in here, sometimes added in quick succession). Once this link is set, I have an automation that runs to create a record in the Attendance table (fields: Contact link, Event link). This table must have one record per Contact per Event. The Contact link is set in the automation for this new record but how do I update the Event link (considering the Contact can have multiple). The part I'm struggling with is how can I link the Attendance table to the correct Event.Any advice is much appreciated.Thanks.

Hello everyone,I need a little help about how to preview an email before send it. I explain myself, I need people who uses my interface to be able to preview their email  before send it.What I have now is when an entry is create by an automation  I have a script who send it (Outlook) but don't allow to preview the mail.I came up with an idea is to create a formula with "mailto" who allows to have an interaction with outlook with that I create a bouton and when people click on the bouton is create a preview of their mail directly on outlook with the information they put in a formulaire when the creation of an entry.But I have two problems : - "Mailto to" not allow html so I create a macro in Outlook to put my text into html format- Limitation of numbers of characters by 2000 so i can only use Firefox for browserSo I don't have any idea to find something more optimized because I have an html format kinda complexe for the content of my mail and I need to allow pre

Hello everyone, I have the following problem: I have an Airtable automation that informs the assignee of a project when some fields change. Now we often have the case that there is no assignee yet but someone edits one of these fields. Then the automation fails and I receive a notification by email every time that the automation has failed. Can I change this somehow?Unfortunately, triggers cannot be cobined, for example: If field A changes and assignee is not empty. best regardsMirko

hi everyone!I am using automations to send a message on slack when certain conditions are met. In the body of the message, I want to show the conditions that were used to create the listed results... but cannot figure this out.I have a "Find Records" block setup, with the condition to find 5 records that match a certain multiselect field (in my screenshot, "O Positive").  This works fine.When I go to configure the message block,  I can add different dynamic data by clicking the +, however, there is no way to select the condition. I want it to say "O Positive" in my message body (chosen dynamically from the Find Records block), but I only see the option to list the results here, which puts this in my message 5x, since it's showing this field for each of my 5 records. Instead, I want to simply show the condition I selected in the Find Records block 1x... so the message lets us know the conditions that created the resulting message.Is there any way to select the condit

Good day.The idea is this.  Someone fills out a form, to request a certificate/license and by the end, they are automatically assigned a certificate #.I have two tables, one "Recipient" where the form exists, and another table that will have uploaded certificate numbers provided by someone else.I have the two tables linked so that when that record is generated by the form, it will automatically pull from the second table, the certificate table, a certificate number.  As each form is received, a certificate number is applied, not generated, as they are 'hard' coded in the second table :). Does that make sense?

I have set up a slack message to kick off a workflow that requires manual input.  The slack message has multiple buttons that once clicked check the appropriate field in the Airtable.  The problem is that once one of those buttons are clicked, all of them disappear in the slack message.   How do I make it so that once one button is clicked the "Updated in Airtable" message only shows for that button; allowing for the other buttons to be clicked?

Hello,I'm using Airtable Automations and want to create an IF condition based on the Outlook event creator. However, this section is locked, and I see a message saying "No valid nested option."How can I unlock it?

Hi, I am a complete beginner with Airtable. I am managing a pool of freelance artist and thouhgt that Airtable could be very useful. I would like to have a form for new artist to submit their skills and skill level for each skill, which then automatically populates in my Artist' list. I know how to create a form and collect various basic information, including skills. But, I don't know how I can let artist choose a skill level for each skill they have. Lets say the artist choose "Photohop, and Premiere". I would like for them to be able to choose their proficiency for each software or skill.I could simply create 3 versions of each skill and assign Expert, Mid, and Beginner. but that doesn't sound efficient, and I thought Airtable is about efficiency.So if  you look at my screenshot, what I would think I would need, is a  non-static field (look-up) that assigns a value inside the Artists card .Is this doable?

I have a calendar view and would like to send emails to the persons in one of the record’s fields. That is, if the value in the ‘Clerk’ field is Peter, I’d like to send an email to Peter. Additionally, I’d like to send emails 2 weeks prior to the event, 1 week prior to the event and then 2 days prior to the event. Is this possible?

HiThe Find Records action has a bug.I have an automation when a new record is created, use the 'Find Records' action to find a record in another table and link them together. Very straightforward and works.However if the new record created has empty fields for the conditions of the lookup, it returns ALL the records in the other table when it shouldn't return any records since an empty field does not equal to a non empty field.In the screenshots you can see that the record selected to test automation has an empty email and phone number field.But the Find Records actions returned all the records in the lookup table.This is a bug and not the first time it has been raised as mentioned in this community post:https://community.airtable.com/t5/automations/when-source-is-blank-automation-links-all-records-from-another/td-p/176602?utm_source=chatgpt.comBut the solution in that post doesn't work in my instance as I need to use the conditional actions for another process.This seems like a simple

hi everybody,I have an airtable actionable message in slack working... it gives me 2 buttons, which then correctly update a slack record.  However, after I click a button in Slack, it always changes to then say "Processing..."   This never changes... leaving our users unsure if the action actually ran (it did).I have tried with a new table in airtable. Not sure what else to try... Has this happened to anyone else?  Any ideas on how to solve/troubleshoot?? Thank you

Hi everyone!Im using automations to send updates of records (a list of 5 at a time) to a slack channel... I have the data I want to showing up correctly, but I'm wondering if there is any way to customize the style/spacing of the output of the "List of Records" in the message block?For example, I want field names to be bolded, to have the field and data on the same line (instead of next line), and make a different separator than "-----------------------".The "List of Records" content option in the Messages block has no options to customize that I can see (screenshot)... Maybe there is another solution though?  Wanted to ask!!

I am trying to build an automation that updates a record if the status dropdown = Offer Accepted. If Offer Accepted is selected from the dropdown, I want the automation to update a checkbox field (to no longer being checked).

I have 2 tables setupThe first one has a single select field with animals names followed but a long text field which should be related to that animal.The second table has the name of the animals in a field followed but a long text field with some information.I would like an automation that triggers every time a new record is added to the first table and that updates the long text field on that table with the information from the second table for that specific animal. The thing is that the update should only be made when the single select field from the first table is set to NO. When the choice is YES it doesn't need to fill the long text field from the first table.I know how to do it creating different automation for each field but I wonder if I can do that for all fields with just one automation.Thanks for the help 🙂