Automations

Hello! I have two tables: “Projects” and “Tasks”. I’m wanting to create an automation to do the following: Trigger: When a record is created in “Projects” table Action: Create value {Record Name} in X field in “Tasks” table Basically, the name of the record in the project table should update a field in the Tasks table. I would like the automation to create a new field value within a dropdown field and the value name should be taken from the trigger record name (i.e. the project name). From what I could see, the only way to achieve this is to have the action be to update a field within an existing record, so I created a dummy record. This is what I’ve created: When I run the test, it shows the field in the dummy record is updated with the project name as expected. But when I go and create a new project record, the automation shows as running successfully, but the field in the dummy record is empty. Am I overcomplicating this/approaching this wrong? Appreciate any help!

Hello to all, I have a table with products and their price, and I want to indicate automatically a price range using the symbol “$”; “$$” or “$$$”. I am trying to run an automation to update the record “Price Range” record when the condition “Price ($US/m) < 5$”, meaning I want to display “$” in the field Price range when the price is under $5. So here is what I did but when I launch the test only one record is found and so it only updates one record. However when I apply a filter on my view (price under $5) I clearly see that 10 records match the condition. I tried adding the action “Find a record” where the condition is prince under $5 and it does find it, but then I don’t find the way to update the records. Could you help me solve this problem? Thank you, Chloé

Hi guys! I’m trying to set up an automation where I could send an email to a requestor once the project matched certain conditions. For a requestor field, we’re using a collaborator option, and now whenever I’m trying to send an email to a collaborator I’m getting a message of “invalid email address” . Is that something airtable is working currently on? Or is there an alternative way to generate an email address for a collaborator? The Formula for instance etc. Thanks!

Hi all, I have base a certain table with fields “Production method” and “number” as per attachment. (The numbers are imported testdata) The goal/ each production type should get an (auto) number. each production should get the highest number available +1in the field from a certain range. eg. "production-type 1 should get the highest number + 1 available from field "Number. The highest number available must lie in range 30000 to 40000 eg. "production-type 2 should get the highest number + 1 available from field "Number. The highest number available must lie in range 20000 to 30000 When a production method changes value, a new number must be calculated in another specific range. Business wise this should not occur, but might be needed to catch user mistakes I was planning on doing this via Automations. “When record is updated” Or “When a record matches conditions” → “Run script” But I have not much coding experience. Very, very basic. Can this be done via script? Can I get some pointe

I have a script that makes a request to a GIS API and fetches the response. When the script is in an app, it works at expected. As an automation, it does not work. The fetch returns a response with 403 status. This is strange because this means access is forbidden, however it was not forbidden when this script was an app. Here is what I have in the automation script: const geocode_data = { "SingleLine": addressText, "f": "json", "outSR": {"wkid":102100,"latestWkid":3857}, "outFields":"*", "distance": 50000, "location" : {"x": -8396932.14535, "y": 4854564.864250004, "spatialReference":{"wkid":102100}}, "maxLocations": 2}; const geocode_req = new Request( "https://geocode.arcgis.com/arcgis/rest/services/World/GeocodeServer/findAddressCandidate

Hello - I would like to add contacts from my Gmail into Airtable in real time as my emails come in. Does anyone know how I can set this up? I’d like the same kind of feature as the web clipper, but for email profiles/addresses. Thank you!

Hello everyone, I’m very new to Airtable and also a non-coder. I’m trying to launch a script as an automation’s action, which is pretty straightforward. However, the script I’m trying to launch needs settings to be populated before each launch, ask for a confirmation before launch and therefore the script needs to be run manually. However, those settings are now fixed in my base so i would amend the script code directly to reflect those. I don’t know how to proceed. This script is part of this function : https://www.airtable.com/universe/expK9hEwh5d1IGkH3/splitting-multiple-selectlinks-into-individual-records Here is the code : let settings = input.config({ title: "Create junction table (keep multiselect)", description: `Running this script will populate a junction table that contains every possible combination of linked records from two tables. Both tables must contain a linked field to the junction table being populated.`, items: [ input.config.table("table1", {

Hey Airtable Friends! I have a problem I can’t solve, but I feel like it has to be doable. I would love some help! Situation: We’re a mortgage company and we keep a database of our Loan Officers and what states they’re licensed in. Those licenses need to be kept up by the employee, so they come and go very often. Each state their own license syntax, so in Airtable, we have 50 text fields, for the 50 states and when a license gets added or removed, someone goes in and types in the license number for the Loan Officer in the corresponding state field, or deletes it from the state field (if it’s removed). Problem: We very often need to see who all we currently have licensed in X state. But it’s very annoying to sideways scroll through 50 fields - So, how we currently do it is someone adds or removes a license, then they scroll over to a multiple select field and add the state from a drop down. That way we can go to ‘John Smith’ and see that he’s licensed in states, X,Y and Z. What I can’t

We’re trying to create an automation in Airtable that sends an email from Gmail. Is there a way to hyperlink text with a URL that’s generated by a formula field? Basically each email that sends out will contain a unique URL that’s hyperlinked.

Can I embed the grid link in an html email to show the grid? What I’m looking for is an iframe or something similar that works with most email clients. background: I’m currently sending emails including a grid via the Airtable automation. I was asked if I could improve the design - e.g. include a logo. I’m doing this by sending the email via Zapier and outlook in html instead, but I can’t get the grid to show in the email.

I could have SWORN this was working before the new automations system overhaul a couple of months ago… So I have a little CRM set up. Three entities are involved here. Farms, Interactions, Tasks. Interaction - An interaction has a link to a farm (all interactions have a farm). This is the trigger of the automation. When a certain field of an Interaction is updated, the automation triggers. I want this automation to create a new record in the Tasks table, and use one of the fields from the Interaction’s linked farm to do this. So at the automation’s screen, I issue a: Create Record (task) Set the assignee of the Task to the “User” field of the farm, and to do this, in the automation screen: Click + next to assignee (one of the fields of the task record) Choose “record from step 1” (the interaction) Choose Farm, Continue… And this is where things fall apart. Instead of seeing all the fields in the linked farms table, I don’t see any! I have recorded this quick vid: https://vimeo.co

As of now, automation triggers are limited to one table. Is it possible we could have multiple table sources, doing the same automation, and the outputs are in one or multiple tables as well? For example: generating an assistant ID We have different sources of assistants per table. And we have a table that is a masterlist of all the assistant IDs. Instead of having to automate separately for different tables doing the same thing, is there a way that multiple tables can be chosen (or specific views per table) and theyd all flow into the masterlist table that we have? Thanks!

I have a column with single select option. Based on the option selected in Single select, I need a particular formula to be used to make calculations in the next column. There are around 10 options in the single select and 10 formulae corresponding to each option. Is there a way in Airtable (using Integromat) to achieve this?

I am trying to create an automation that would add a collaborator when adding a record to the airtable. So each record has a Program Specialist, that is part of a list linked to another table. I want a field where that same program specialist name is also linked to a collaborator for this row. Can automation help this become well automatic? Drew

I want to create an automation that emails a report to the managers on their employee’s individual progress at completing their monthly certifications. In my table, I have the names of the clients, the due dates, a drop-down for marking complete, the name of the employee, and the manager linked as a collaborator. One issue I keep running into is that the automation for sending an email to the manager doesn’t work. Even though I set the value to email. However, the next steps is to make a report that would show all the names of the clients and the individual status of their certifications. This way managers will see the progress of their employees.

I have a view that contains records filtered just by the coming week. Is there a way, maybe with scripting, to automatically advance the dates in the filter by 7 days, so each week the filter automatically updates with the current week’s records? Thank you!

I would like to be able to post to LinkedIn from Airtable using the automations but only when the record is ‘ready to post’ and at a specific date and time that it has been scheduled. Can anyone provide some guidance in the best possible way to do this?

After inadvertently triggering an automation several times recently, I started thinking - it would be great to have a confirmation dialog option where a dialog box could pop up with “Are you sure you want to…?” first, before the automation actually happens (in my case, sending out an email). Alternatively (or in addition to), it would be great to have an option to limit triggering the automation to only once per record, even if the conditions in the record change. Would anyone else use these features?

Hello Airtable community. I am trying to automatically create a revenue forecast in airtable but have gotten a little stuck. The use case is as follows… I create a single record for a project containing overall project value, start date, and end date. I then use a formula field to calculate the number of working days between the start and end dates. All good so far. Now, I want to automatically calculate what the average revenue(value) for that project will be during its lifetime. e.g. if the project is 12 months in duration, with a value of $120,000, I would like to be able to report $10,000 of revenue for each of those specific months. Using a relational database and some code, I would quite easily do this by creating 12 records (one for each month) with a unique key of date and project, with a value field of $10,000. My question is, is it possible to programatically do this with Airtable or, ideally, is there a slicker Airtable way of doing this?

Hello everyone! We have an issue with the Twilio app we added to a dashboard. Sending SMS directly from the base works really fine and that is great!!! However, when we use the alphanumeric sender which is well configured in Twilio, the receivers see “null” as sender. We have entered the alphanumeric sender in the field "Twilio phone number”. The SMS do go out, but the receivers see that they come from “null”. We have tested the alphanumeric sender in Twilio and it works. Is someone here familiar with that issue? Thanks for any response!

Hi! I’m trying to figure out how to extend an automation that works for one record to make it work on 200 records. I have 2 tables, which are linked. Several records from table B are linked to each record from table A. Records in table B have duplicate descriptions, but different codes, so I’d like to set an automation that links all matching records from table B when one record is linked to a record in table A. I was able to make an automation triggered by a field in a table A record, which finds records in table B with the condition being that the description matches, then updates the record from table A with the list of records from table B. This works well and would be simple enough to replicate for my ~200 records. However, the 25 automations limit means I can’t do that. I’m struggling to somehow script this to work for many records as the conditions I’ve entered are the specific code and description for one record from table B. Any help would be very much appreciated.

Is there a way to automatically link responses that come in from an airtable form, to a database that already exists? In my use case, we have a database of customers and their information (including their email address) on Airtable. I would like to send them all an Airtable form to complete. If they also supply their email address in this form, would it be able to automatically link to their record on the database without me going in and linking each one individually? So an automation in the form table, checking whether this email address exists in the database and then automatically linked to their customer record in the database if it does? Hopefully this makes sense!

So my first table is like this: The “Attendees” column was just pasted from a Zoom CSV report. It’s linked to another main “Client Directory.” That’s the easy part. Now I want to see the attendees’ individual track record via checklist like this: It makes more sense visually, but I have to manually check each box and each record. Is there a way to automate these checkboxes? Like if Orla shows up as an Attendee from the first table, it would automatically check off the Oct. 27 column on my attendance checklist? Or is there a better way to do this? I’m dealing with at least 60 attendes for 4 meetings each month. I want like a dashboard of sorts where I can easily see who has been attending or not. Would appreciate any help. Thanks

Below is my code. Our table is fed by a form that our real estate agents use to track their marketing efforts. At 8AM daily, we have an automation that runs the following script. // query for all the records in my ON MARKET table let table = base.getTable("Ads"); let view = table.getView('On Market') let query = await view.selectRecordsAsync(); // for each record, check rental platform api for any updates in status or pricing for (let record of query.records) { let response = await fetch(`https://www.domain.com/api/rentals/search.php?key=API_KEY_REMOVED&request_type=%22JSON%22&listing_id=${record.getCellValueAsString("ID")}`); let data = await response.json(); data = data.listings[0]; // console.log(data) **testing only** await table.updateRecordAsync(record, { 'Status': {name: data.status}, 'Street Number': data.streetNumber, 'Street Name': data.streetName, 'Unit': data.unit, 'City': data.city, 'Rent': dat

I had an automation that when I created a new record of a participant’s information into a time point of our survey (ex. baseline, 3 month, 6 month, etc.) that it would find records with the same participant ID and link them together. I have separate tables for each time point, and the initial automation I had working was “when a record is created in “baseline”, find records in “Master” where participant screener ID is screening ID from baseline, update records in Master with Baseline”. This automation was working perfectly fine for two weeks. I tried to enter some data yesterday and all of a sudden it’s stopped working. I get a message of “invalid filters” for the “find records step” for some reason now. I haven’t changed anything about the automation itself or the tables involved in this automation. When I test the automation, it finds the records perfectly fine but when I run the automation in practice, it says invalid filters. I’m not sure what’s wrong or what to do. Pictures inclu