Automations

Hi gang, I feel like this must be easier than I think (but I don’t know anything about formulas, just automations, and barely those) but basically I’m trying to create a date field that will constantly update with today’s date. Ideas?

Hey guys, How can I update the ‘link to another record field’ (that has allowed linking to multiple records) via automation? I got to the point where everything works fine until I have multiple records to connect with that “Link to another record” field. It just keeps replacing the previous file, instead of stacking them together. How ti should look But instead it’s basically infinite loop of one record replacing the another one and so on…So I always end up with only one record connected. EDIT: Forgot to say, trigger is a checkbox field.

Hey guys, So, I have two views in a table: In view “Create Load”, I have 3 separate “Link to another record” fields. In view “All loads”, I have “Link to another record” field as well. So, I wanted to make automation, whenever I fill Stops fields from “Create Load” view , those should be automatically filled, through automation, in “Shipper(s) & Receiver(s)” field from “All Loads” field (as it’s shown in previous two pictures). But it seems that doesn’t work as I planed for some reason. My automation is as it follows(tried with ID, names etc.): But, the result I’m getting is weird. It keeps creating new records in my other table with Shippers and Receivers. Also, it looks like it does not recognize “,” symbols. I tried without it, but without any success How can I fix that? Thanks

Hello community, I’m having a problem with my automation. I would like, when a customer’s membership expires in the next month, the checkbox to tick. Everything was ok until now, but recently it doesn’t work. You can find the screenshots here :point_down: Thanks a lot to everyone who can help me :slightly_smiling_face:

Hey guys, So I have rollup field addresses, and I made a little formula to put “-” in front of every address. But I would like to change hyphen symbol (-) to number - first row number 1, second row no.2 and so on. Current formula in Addresses field is: " - " & ARRAYJOIN(ARRAYUNIQUE(ARRAYCOMPACT(values)), ’ ; \n \n - ') &"." Is that possible?

Can we do some sort of DOUBLE ACTION (confirmation) system? For example, changing the option from a single entry field to another option would ask you if you really want to change. Thanks! :slightly_smiling_face:

Hi Crew. Thanks so much for all being amazing. Just wondering if anyone knows how to delete the contents of one field in a table? (in a script) Thanks so much Brad

Hi, Is there a way for “run actions” to integrate into a xlsx format of a google sheet instead of a google sheet directly? The interaction only allows google sheet which gets saved as gsheet. But my other app, where i wanted to open the file as a database doesn’t allow g-sheet but only allows xlsx or csv. How can i update the records to a csv/ xlsx file using automation? Is there a way?

We are looking to create a jira ticket for every campaign that is added to the calendar but for some reason we keep getting an error message saying “Received invalid inputs. summary is shorter than the minLength: 1”. Below is how we have set up the automation: Here is the error message we received: When we can get the automation to run, it won’t accept our primary field “campaign name”. When we go into the Jira project, it only shows the date which was noted in the Description section; not the campaign name under the Summary section. Is there a way to fix this?

Hello! I’m trying to make automation where an email is sent to a specific email address whenever a record matches condition. My trigger tests fine, but I can’t set up action because whenever I try to test it tells me the “to field is empty.” Tried with a rollup, lookup fields. Also tried with formulas. Tried arrayjoin formula, but nothing works for me. Main table looks like this. Driver is from other table, and driver’s mail is rollup from other table as well. This is formula I’m using with rollup Even tried with formula field.

Hello! I’m trying to make an automation where an email is sent to a linked record whenever a specific field in a record changes. My trigger tests fine, but I can’t set up an action because whenever I try to test it tells me the “to field is empty.” I have a lookup field to pull the emails for the linked records, and because I read that lookup fields don’t work with automations, I created a formula field that’s pulling in the emails and that’s what I’m trying to reference with my action, but for whatever reason it won’t recognize the email in the field.

I want to somehow find the number of records using a given condition and count. Example: I have 10 records that match the condition, but I only need 5 of them, how can I get only 5.

Hello hello! I’ve got a slight problem with Airtable > Google Calender automation For when an event is created, it creates the events and records the Google Event ID in a column. From here, the airtable record ID is saved in the description of the event. For the automation of updating, Google Calender > Airtable works perfectly, updating all relevant fields within the record. But when I try to do the opposite, Airtable > Google Calender, the automation returns no Google Event ID even though the correct column is selected. Has anyone had this problem, if so know if there’s a way to solve it? See below for images Google Calender > Airtable Airtable > Calender

So a bit of a strange one we are a small charity that links parents of disabled children together and lots of the chat side is completed on whats app one of the things that takes us forever is moderating all of the conversations is there a way for conversations to automatically be stored and saved into whats app? (or any other ideas essentially so we can chat to parents in an instant messaging style way that saves and stores everything happy to use a third-party provider if I can then link it back to airtable) Because its adults we do not need to read every message etc or moderate in that sense but we need to have a way to be able to read every message should it be needed

Hi, Is it possible to see all comments from records, as long text or something like that in a FIELD of that record? Also I would that to be automated, so whenever someone comments something on that record it automatically gets updated in field. and result I would like to get Thanks

Hey there! I am needing some help. I will try to explain this the best way that I can! I am using airtable to track our real estate transactions, and create tasks with due dates based on contract dates. I have one table titled “Transaction Tracking” where I input the property address, client info, contract dates, etc. There are also task due dates that are calculated using a formula based on the contract dates. If the contract dates change, the task due date will automatically change. I have another table titled “Checklist”. I am using Airtable automation to create a record for each task that brings in the associated due date, reference address, and more. My problem is when the contract date changes, and the task due date automatically changes in “Transaction Tracking”, it doesn’t automatically change in my checklist. I created a new automation that does work when a date is changed in “Checklist” (I have the task due date referenced that is pulling in from the “Transaction Tracking” ta

Hey folks, I’ve got my automation set up to send Outlook Calendar Invites, however when I view the invite it doesn’t render the HTML. Is there a setting I’m missing?

Hey guys, As per this question and problem Extracting records from one table to another based on dates - #2 by Kamille_Parks How can I, and is it even possible to choose Condition where {date field} is is/on or after/exact date/etc. as {another date field from table}? Because the only option I have is to choose specific date. Long story short, I need to trigger certain automation with record that has its unique date field (lets call it {date1}), but that automation needs to be triggered only when that record’s date ({date1}) is in a certain specific range I choose (lets call it {date2} & {date3} because I actually have FROM and TO fields to make that specific range). Thanks

I’m trying to figure out how to send emails to recipients on a specific table that references ALL of the records they’ve submitted to that table. I’ve figured out how to send an email per record, but I have some people that have submitted up to 20 records, and I’d rather just send one email per person that references everything they’ve done. I would like to have it so that it reads the status of the record(s), then sends the applicable form email with all the info filled in. I just can’t figure out how to do that with the conditional actions or with basic automations. Can anyone help?

Hello! I’m absolutely stumped - I’ve set up a webhook that is based on a record entering into a specific view. To obtain the recordID - I have created a formula field named ‘recordID’ and have set the script up based on the following code: let url = "https://hook.eu1.make.com/vpkstrk2sh7pyune55of9cyoaleakk1p?recordID="; let inputConfig = input.config(); await fetch(url + inputConfig['recordID']); I have also set up my input variable to be based on the recordID field, however when I run this in integromat I’m getting a ‘NOT_FOUND’ error and it looks like its because the recordID is ‘undefined’. Any help would be greatly appreciated as I’m pulling my hair out!

Hello everyone, So I’m a bit confused on how to do this one. I have two tables named “Dashboard” and “Payments”. Table “Dashboard” has two important fields - “PU Date” and “Driver(s)”. Table “Payments” has 4 important fields - “Driver” (manually choose), “From” (manually choose), “To” (manually choose) and “Loads” (needs to be automated). So, I want to import all records from “Dashboard” table to another field (Loads) in “Payments” table “as link to another table”. But I want these newly imported records to be between certain dates “From” and “To” and to match the Driver I choose. How can I do that? Hope you understand. Thanks

I want to set an automation that duplicates a record every time the original record is updated to status DONE. But I’m finding trouble. How could I set for TOMORROW the DATE FIELD of the new record created by the automation?

Hi guys I’ve got a quick question as you know the Single Select Order of the View in Kanban Boards is determined by the order of the Single Select. My use case is that I have a copy of my chat from my chat app to in which every single chat have a single select field of the name of the person I’m chatting with so that every board in my kanban board represent a chat window. Now the last piece of the puzzle to make my chat copy automation work is to have a script where it would automatically reorder the order of the single select name as new record of chats come in via API it would have the latest chat on the left side of the kanban board. I’m familiar with javascript but I’m new to airtable scripting & I would like to have some input if single select reordering is possible or not. Thanks!

Hello everyone… I have two tables, the KPI table and the Months table. Each row in the KPI table has a month that is in the Months table. I want every time there is a change in the status column to ‘A’ in the month table, the month column in the KPI table also changes. I have tried to use automation, step 1 ‘when a record is updated’ then step 2 ‘find record’ on KPI table which is stsrec is N and ‘Update records’ KPI table based on automation step 1 but the result failed. Any suggestions on how to create an automation to change multiple rows based on a single row change? Thank you for the response Pic Table KPI Pic Table Months Pic Automation

I want to create an automation that runs on the 2nd and 17th of every month to send each employee a personalized view of their reimbursed expenses that were marked paid for the day before payroll (if they had any). I want to send a link to a view that will only show the expenses that meet that criteria. The link should not be structured in a way that would allow an employee to change something in the URL to see other employee’s expenses.