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  • 5,188 Topics
  • 16,147 Replies
5188 Topics
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Habeebu_RahmanNew Participant
posted in Automations
Hubspot Airtable Workflow Integration automation limit

Hubspot Airtable Workflow Integration automation only allows to update 10 fields of table, is there is any way to increase it

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Rupert_Hoffsch1
Rupert_Hoffsch1Brainy
posted in Automations
Automatic record creation problem

I have an issue with automatically creating records. I want to create a record in a separate table for each linked record in a given table. The automation fails when I add two or more linked records shortly after each other. Please check out this Loom video where I quickly explain the problem: Loom Video Is there any way to make Airtable Automations go through linked records in a sequential manner or do I have to use a script?

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Hannah_Wiginton
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Josh_BushinskyNew Participant
asked in Automations
Automation Emails with Record Grid that links to the referenced Records

Hi there, We use email automation to send emails include a grid with records in the email body. How do I include a link to those records in the grid so that email recipients with Airtable accounts can click the referenced record and immediately be taken to the correct record to update? thanks!

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ScottWorld
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LA_FoodShareNew Participant
posted in Automations
Trying to use "Email" field as recipient ("To" field) for automation, but getting error: The "To" input is empty

I’m pulling from a designated “Email” column, but I’ve also tried switching to a Single Line Text field, but it’s not working. Not sure what the issue could be. :face_with_monocle:

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Landings_HolidaKnown Participant
posted in Automations
Create a print function upon form submit

I want the entry to be printed to audit the input

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Alix_ColenoNew Participant
asked in Automations
Automation Script : Add choices to Multiselect field options

Hello all Here is my situation: I have collaborators working on TableFoo on a certain amount of items. When they are done on an item, they change the status and other collaborators take over on it. This other team is working on TableBar To ease the process, I need to add an Automation action that looks for this status change and creates a record in TableBar whenever it’s triggered. Problem is, one of the field I need to transfer over is a MultiSelect Field and when I use the createRecordAsync() function as follow, I receive an error let newRecordID = await TableBar.createRecordAsync({ "Tags":TableFooRecord.getCellValue("Tags"), }); The error is obviously that the “Tags” field of TableBar does not have the same choices as TableFoo. I read that the Automation is not able to use ‘typecast = true’. So I thought “fine, I’ll just add step that updates the option of this field in TableBar to have all from TableFoo and I’ll be good”. Turns out that the methods to do this

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Jordan_BassNew Participant
asked in Automations
selectRecordsAsync() Strikethrough

I have a script that has been in production for months and just recently the script is failing on the selectRecordsAsync() function… let config = input.config(); let tbl = base.getTable('Status'); let qry = await tbl.selectRecordsAsync(); for (let rs of qry.records.filter(id => id.getCellValue('Status ID') === config['Status ID'])) { <snip> break; } In the text editor the function selectRecordsAsync() the text is formatted as strikeout and I’m seeing this error message… ERROR TypeError: Cannot read property '0' of null at <anonymous> on line 4 at main on line 4 Can anyone shed some light on what’s going on?

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Pauline_GeersNew Participant
posted in Automations
How to make it so that as soon as it crosses a data it automatically integrates it into a field

Hello, I can’t get a link in my tables. I import a CSV file from my accounting into a table. I have created a link with this table in a 2nd table and every time it crosses the same account number, I would like it to add it to the corresponding field. How do I do this? Thank you

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Databaser
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Kate_TaylorNew Participant
posted in Automations
Automate emails to go out on a set date

Hello! I am driving myself crazy trying to figure out a fix for this. I want to send out a new discount code to employees on a specific date each month (see attachments) I’ve added a field with ‘November code send date’ and ‘December code send date’ etc. I’ve also tried adding a TODAY() column and then setting the automation to ‘when today is exact date’ however it shows an error saying no data matches the said date. I just need to trigger to recognise the date I want the email to go out (with the conditions that the employee {status} is ‘active’ and {manual/order code} tag is ‘order code’. .

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Justin_Barrett
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Richard_FoxwortKnown Participant
posted in Automations
Can I use script automation lookup values from a separte Airtable base?

I’m hitting my 50,000 record limit and need to reduce size of my main base pending a more serious migration to a more scalable platform altogether. An obvious candidate for me is to eliminate my Postcode lookup table - this table contains many thousands of records and its useful for auto-populating my Users table with relevant locality data by inputting only the postcode. Is there any restriction on moving the postcode lookup table to an entirely new and separate base, then using a script automation to perform equivalent lookup functionality via API? ie can I use an Airtable script automation to hit the Airtable API and retrieve data from a remote Airtable base?

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kuovonne
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Bryan_SmithKnown Participant
posted in Automations
Choose value in linked field based on dropbox subfolder name. (Integromat,Dropbox,Airtable)

I’m trying to come up with a document tracking system with (Integromat,Dropbox,Airtable) and I’m trying to automate creating new records in airtable when added to dropbox and then assign a value to a linked field based on the folder the file is saved to. In airtable I have two tables; Jobs, Attachments with linked filed to jobs. I have dropbox watch folder (yes to subfolders). When a new file is added to dropbox job subfolder a new record is created with path, this value stored in “path”: /clients/3d/3d tracker/3d projects/21-982: Is it possible to create an automation that will assign the value of the linked filed to job 21-982 by breaking the path and matching the final folder? I’m guessing there is some regx here, which I’m not very capable of. Any tips or links to samples that could help me. Thanks!

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Brite_AdminInspiring
posted in Automations
Delete data in a field based on a selection in a different Multi-Select field

I am sure this is simple but I can’t figure it out. I have a multi-select field. When I choose a particular selection in the Multi-Select field, I want any data in a different field in the same table to be deleted. I see how to do the trigger but not the Action. Any help would be appreciated.

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Mohammed_SiddiqNew Participant
posted in Automations
Created an Automation to email someone once a record is updated. Google reported an error while processing this action: Insufficient Permission

Hi there, I recently set up an automation to fire off an email when a record enters a certain view. When I set up this automation, I had the email fired off from my own email (as I connected my gmail account and slack). However, we’d like to have the email sent from our HR email. Our HR person switched out my slack with their own and used their email for the automation. However, now when testing we receive the below error message: Error Message: Google reported an error while processing this action: Insufficient Permission If I switch it back to my email & slack, all works fine. I’m wondering if there are specific Google Settings which need to be adjusted. Anyone have any experience encountering this and how to resolve the issue?

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Ibrahm_BurgholNew Participant
posted in Automations
Reccurring Tasks

Hi I’m new to Airtable and am still figuring out how to use automations. I mostly use the Kanban view. I have things that are weekly recurring and they always go through the same process. I’d like to get it so everything that has been marked as “shipped” by Friday, come Monday morning is back to “needs processing” (the beginning of the weekly work flow.

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Alexey_Gusev
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Ilias_TParticipating Frequently
posted in Automations
Email a page created after form input

I have a form that I share with someone. I also have formatted that input to a page (with logo etc) What I would like to do is: As soon someone fills and submits the form to automatically email the page created from page designer. Is it possible ?

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Pulpo_LudoNew Participant
posted in Automations
CSV of the linked records to one record

With a Button, I would like, on a table A, to click on the button of record 0001, to download in csv (or .text or to a doc) all the records of table B linked to the linked record of record 0001? Can you help me ?

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Justin_Barrett
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Alyssa_BuchthalInspiring
posted in Automations
Any way to not send digests if Find Records returns 0 records?

Question says it all; seems pretty clear there’s no built-in feature for it, but has anybody figured out a scripting solution or field patch to handle it in the meantime? Would prefer to not have empty emails sent out to my team.

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kuovonne
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Brandon_RoloffParticipating Frequently
posted in Automations
Count Number of Records in a view

Goal: Send a daily email using airtable app triggered by time, linked to a view. The problem is airtable limits the count to 100 records and these views contain more than 100 records. I need a script that counts the number of records in a view. Thats it. I’ve searched the forums but have not been successful at figuring this out. Any help would be greatly appreciated.

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Muhammad_FaheemNew Participant
asked in Automations
Need Help with Automation/ Formula for updating a table whenever a condition is met

Thank you for helping in advance. I want to create a formula or an automation that automatically sets the “Business Due Date” 16 weeks after the “Onboarding Call Date” whenever a record is entered in “Onboarding Call Date”. I don’t know if there is a formula for this or an automation. Any advice will be helpful.

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Dimitris_Goudis
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Sherif_HallabaNew Participant
posted in Automations
Automation - Google Form Trigger to Create a New Record

New to airtable. I’m looking to have Airtable create a record when someone submits a Google Form. See image below. Action Type > Google form/create response Connect Google Account + Select Google Form Spreadsheet: select spreadsheet. Worksheet: select worksheet Help: 5) Row data… I select the relevant rows from the spreadsheet, but then within each of the “Columns” I don’t see any data to pull on. Confused as to what I need to do next.

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Justin_Barrett
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Binal_PatelNew Participant
posted in Automations
How to create a unique value constraint on a Particular field of Airtable

Hi, I have a table created Sign in - Airtable named “Event Register”. This table has one field named “Event” which is of type “Link to Another Record”. How can we set up any constraint on this field so that it should always have a unique value? Can we use any scripting action here? Can we show an alert or pop-up to the user on entering the duplicate value?

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kuovonne
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Anthony_BerthonParticipating Frequently
posted in Automations
Project matching with Candidates - Email sent f (expertise)

Hi, I have 2 tabs : 1 / Freelancer (3 expertises possible) 2 / Projects (3 expertises possible) I want an email to be automatically sent when at least one the 3 expertises mention in the “Project” matches with at least one of the 3 expertises mentioned in “Freelancer” profile How to do that as airtable native automations seem too limited for that ? Indeed specific cells have to match & not columns or lines. Thank you very much for your helps, Anthony

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kuovonne
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Gisele_MacieiraNew Participant
posted in Automations
Horizontal line in emails automations in HTML

Hello! I am having problems with HTML language in emails automations, specifically when I try to use the tag <“hr”>. This tag should creat a horizontal line but insted it doesn’t do anything. I am sending a image of how it appears when I try to use it.

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AICInspiring
asked in Automations
Change multi-select value after a given Date

Hi, I’ve spent hours on this and I’m not sure what I’m doing wrong. Here’s what I’d like to accomplish: Each row in the table is a person (a child in daycare) I want to automate a way to change the location of their daycare on a certain date I have these columns: Current Location (multi-select) Change Date (date) New Location (multi-select containing the same values as Current Location) I’m trying to set up the automation so that on Change Date it will update Current Location to match the value in New Location, but it isn’t working and I haven’t been able to figure out why. I get a “received invalid inputs” message. Any help is much appreciated!

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Jo_TarczynskiNew Participant
posted in Automations
Error message from automation to input linked record

Here is my error message: In my automation, I have multiple linked columns in one table being entered into one linked column in the second base. Now these multiple columns are each a name in a record, “name 1”, “name 2”… etc. Often a record only has a few names (it could have 1 out of 5). My automation succeeds only when 4/5 or 5/5 names are full, when there are only 1, 2 or 3 names in the record it fails. Does anyone know why this is? To me it would make more sense for it to fail 5 out of 5 times but it only fails when there is less than 4 names…

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Justin_Barrett

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