Automations

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 preven

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 t

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 follow

Hey all, In the new automations dashboard, is it possible to add a conditional action - one that only runs if a condition is met. My use case is that I’m trying to create a 2-way sync with a Google calendar. If I create an event in Google Calendar, I want it to first search my base by event ID to see if it already exists. If it does not, then I want it to create a new record. If it does, then I want it to update any fields that have changed in Google. I may be going about this all wrong. Any suggestions? Thanks! Joel

How do I start the process to integrate outlook with automations? I get this message, "Outlook Calendar integrations are currently not enabled for this workspace. Please remove this step or contact your organization’s administrator.”

Dear Community, Could you please help me? I have a “Pro” account and need to connect Zapier to Gsheets to automatically update a table in airtable when I get a new form result. For some reason it doesn’t work and I keep getting this error. Has anyone received the same? How can this be resolved? Thank you in advance! Best regards, Olena

Dear Community, Could you please help me? I upgraded my Airtable plan to Pro and migrated all required databases. Unfortunately my automation (send emails via google account) was re-connected, because I created it with a different gmail account within my free workspace. For now this gmail account has “read-only” access in my Pro workspace. And now I need to connect it again in order to send emails. My question here is: in case, if I connect my colleague’s account, which has only restricted access in this database, will he counts as a collaborator in my “Pro” workspace? Thank you!

I am just baffled about using the value of the lookup field cannot be directly used in a formula WEIRD SITUATION 1 When you use {My Email To} << lookup field, with single value LEN({My Email To}) return #ERROR Solution 1 LEN(CONCATENATE({My Email To})) Solution 2 LEN({My Email To}&"") Freaking amaaaaaaazziiiiiiiiiiiiiiiiiiiiiiiiiiiiiiiing riiiiiiiiiiiiiiiiiiiiiiiiiiiiiiight? :clown_face: is this the simplest solution? do you have any other solution? WEIRD SITUATION 2 When you use {Name} with values (Name1, Name2), << linked field, with multiple values {My Email To} with values (Email 1, Email2) << lookup field, values shows with space and comma {My Email To}&"" return values (Email 1Email2) << formula field without space and comma!!! why does the lookup field value change? why can’t they just make that in-line value a literal flat

I have been struggling with this for a while here. FYI beginner coder here I have 3 single select fields (Curtain Status, Rail Status, Vert Status). All three of these options have the following selections: “Adjustment”, “Waiting Install”," Adjustment", “On Hold”, “Canceled”, “Finished” There are three checkboxes for each of the single select fields: REDO - C, REDO - R, REDO - V" The end goal of this script is that when REDO-C or REDO -R, or - REDO V is checked. the check boxes are automatically unchecked if Curtain Status or Rail Status or Vert Status is [Blank, “Adjustment”, “Waiting Install”, “Adjustment”, “On Hold”, “Canceled”, “Finished”]: then Curtain Status, Rail Status, Vert Status will be left un changed. if Curtain Status, Rail Status, Vert Status is anything else: Their value will be set to “Pending” I got most it all to work except when the single field

Hey all! I am trying to set up an automation that will update multiple records using a script. From reading around the forum, I think I’m definitely almost there but need help crossing the finish line. Here’s the breakdown: I have two two tables: one has pieces written by authors, while the other has feedback notes for those pieces. They have a one-to-many relationship: via linked record, several notes can be associated with one story. Each time a new note comes in via submission form, it receives a number via automation. So the first note submitted for a piece has its note # set to “1”, the second to “2”, etc. This is a number field, not multiple select, single select, etc. I’d like to set up another automation that renumbers notes whenever one is flagged for content. So, say that record A has 8 notes linked to it. Note #6

I’d like to achieve the following. When record enters a view, both update that record with a date 90 days in the future and stamp it with the date it entered that view. I can’t jimmy it to make this work with various attempts. I was trying automations and the last modified field. Both of which won’t work, at least in how I attempted. The problem with last modified is that impacts the record when other, unrelated changes are made. Thoughts?

Hello! I’m new to Airtable but have a background in programming and am having a lot of fun setting up bases for my company. One issue we’re running into: Many of the projects we want to track re-occur monthly and I’d like to be able to track tasks for each month separately so that when we look at our calendar we see everything laid out for the whole year, not just the upcoming month. Is there an elegant way to do this? Or do I just have to make a “January - order supplies” task for every month individually?

Hey there! I am a true beginner to automations and coding in general. I’m hoping this community can help me with this. Applications: Airtable (Pro plan), Google Cal, Gmail (if needed: Zapier, Integromat) I have a team of multiple people who are assigned to certain events. They are in a multiple select Field “Onsite Team” with options like: Judy (lead), Judy (asst), Ben (lead), Ben (asst), etc… where each person can be 1 of 2 roles and we have at least 2 ppl assigned for an event. Ex) EVENT X has Judy (lead) and Ben (asst). What I want to automate: Find EVENTS (records) for Judy that have her assigned, either as lead or asst, and create a Google Cal event for her (with info from Airtable like event address, start date, time, etc…) If Airtable is updated (like date or time changes), I want it to automatically update the created Google Cal eve

Hi, I have a few separate tables, one with contacts where each contact is assigned to a group say A, B, C. I also have another list of messages which are sent to different combinations of people say a message is just sent to group A, another is sent to group B and C and so on. How can I create a new table which lists all the messages to be sent? Essentially where each row has the contact details + message to be sent to them so I can link this to the Twilio integration to send out? Thanks,

I’m having issues with formatting emails. Seems as if there is no way to remove the large spacing between every row. I’m sure I’m missing something. Any help is welcome, Thank you!

With the Webclipper itself, I have not had much success with grabbing an image from google images by mapping it through copying the selector. Regarding “why”, is beyond my current understanding, however, I assume it has to do with how many variables procedurally exist within a search engine like Google. I could be wrong which is why I am asking the community. I already have a formula that can build the URL that searches Google, but now I would like to find a way to scrape the first image off in order to populate my sheet. And preferably set up a button on each record that activates the webclipper for me, but hey. I’m a visionary, what can I say? Any insights or work arounds (even if not perfect) gratefully accepted! Thanks!

Here’s my use case. I have admin tables that I control and users have user tables that they can see their private CRM information on. No users should be able to see other users private CRM info, but the collects data and users can copy it into their own tables, thereby getting a headstart by the admin. Admin Tables: Properties (“PTable”) Admin Companies (“ACompanies”) Admin Contacts (“AContacts”) Users (“UTable”) User Tables: Users here can add additional fields the admin is not collecting, such as private phone numbers, emails, notes, etc User Companies (“UCompanies”) User Contacts (“UContacts”) On the Admin there is: ACompanies Table - Record 1 Name: Acme Corporation Properties: linked relationship to PTable to 123 Main St, and 456 Main St Contacts: linked relationship to AContacts table to Joe Smo, Jonny Smo, and Anna Smo