Automations

Hi Airtable community! I need your help please. I try to organize and keep track of monthly payments. Customers have contracts with monthly payments. Sometimes they do partial payments for the SAME Month. Sometimes they do not pay a month (!). When I have partial payments within the SAME month and their total is equal to the contract → i need to return the status “Complete (Partial)” and the “Difference” sould be $0.00 I need to transfer the unpaid payment OR the difference of a payment, so that it can be paid NEXT month (plus the current monthly contract payment)! 1) So, i have the field “Sum Payments” which calculates the total of Payment A & Payment B. (Credit Card & Cash): SUM({Payment A' 💳},{Payment Β' 💰}) the field “Status” which showing: IF({SUM Payments} < {🎯 Contract},"🔔 Pending", "✔ Complete") The field “Difference” : SUM({Payment A' 💳},{Payment Β' 💰})- {🎯 Contract} I need, when I have partial payments within the SAME month and their total is equal to

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I have tried a try-catch approach that whenever an option is not found in a single-select field due to typographical errors it will try to find a suitable option from the list of options in a single-select field. I have tested this approach in a scripting app and it works. However, when I applied this to a scripting action in Airtable automation, the field did not accept the value even if works in the scripting app. I don’tqu Here is the coding block in question: salesChannel={name: "value"} try{ if(salesChannel){ await table.updateRecordAsync(recordId, { "Sales Channel": salesChannel }); console.log("Updated sales channel") } } catch (error){ console.log(channelOptions) let salesChannelName = salesChannel.name.replace(/\s/g, '').toLowerCase() console.log(salesChannelName) let alternativeChannel = channelOptions.filter(channel => {

I receive an email that our workspace has almost reached its limit for this month. However, when I look into the automation I created and summed up all its runs it is still far from the limit set. I was also wondering what automation takes up the bulk of the automation runs. Is there any way I can view it easily? Since I have to check each automation for each base to give an estimate.

Hello! I am working on a schedule/calendar with a lot of events and data. I would love to be able to use Airtable to schedule humans for different events. I started by using using a format where each event is a record with start/end times, location, and a linked record field to my contact database. However, the issue I ran into is that often humans don’t have the same hours as the event. For example, I might have party with 6 people working it. Some people can be there the whole time, sometimes they have conflicts, etc. Any brilliant ideas about how to link people to events, when their hours don’t always align perfectly? I’ve tried creating a third table for individual’s hours. So each record on this table has a linked field to the contact and to the schedule event. It also has an option to update hours which are displayed in a formula on the record name which combines the contacts name and the hours, so that in the schedule people are listed with their hours. I even created an automat

Is there a way that i could link an external punch clock to an airtable base? I need to set up a system but don’t want to change the employees habit of punching in/out with the existing box. Any help/advise?

Hi, I’m trying to create an automation to update the status of a record from “scheduled” to “published” when the published date has passed. Does this need to be done using a formula? I can’t find a way to do it with “when a record matches conditions.” I’m scheduling posts on Hootsuite manually, so the only thing I want AirTable to do is change the status when the date has passed.

Looking for help on an AirTable Automation please! I have one table called Project Status, where I hand enter a Project Launch Date in one column and using a formula, calculate my Project Start Date in another column. I have a second table called Project Schedule, where (using an Automation trigger), I pull the Project Launch Date from the Project Status Table, but also need to pull the calculated Project Start Date into a Calendar (non-formula) field. The Project Launch Date pulls succesfully, but the Project Start Date will not. Any tips on how to make this happen? Thank you!

I have a table with store scorecards where a mystery shopper grades a retail location. They do this by looking at past camera footage. They enter the date/time of the footage they are using as a basis for the scorecard along with scorecard attributes. I have another table with clock in information for a manager to “clock” in and out of a location. In the scorecard table, is there a way I can pull the information of which manager was working at the date/time of the scorecard?

If I have a Multi-Select field that has many names of people who need to be included in communication, can I setup an Automation to see all those names and then use a Contacts table to pull the correct emails in to add in the To line for the email in the Automation? One thought I had is somehow to create a Contacts Table and then in the drop down I would show a Concatenate of the person’s name and an Employee ID. Then somehow use an automation to break out and fill a field with only the Employee ID. Then use that Employee ID in another automation that would fill the email addresses. Then somehow use that to fill in on the email automation. I don’t know if this is too complicated. I am not wanting to purchase anything else at this time from other programs. I am a Pro user in Airtable. Am I being too complicated with this? Is there a simpler way?

Hi all, I’m looking for a solution to an issue I’m having. Our business consists of running training courses and I have a client management base which contains an Organisations table, a table for individuals as well as a Courses table. What I’d like to do is be able to have the Participant field in Courses update with a name when I enter the Course History on the individuals record. Am I trying to solve a problem that can’t be fixed? Surely there’s a way to get the field to recognise that the Course Code has been entered in the Course History field in the People table. My hope is that I won’t have to enter each one manually every time. Any help would be greatly appreciated.

Hello, I have just created a use for the webhook trigger. I want to send an email with a delay of 10 -15 min after saving in the view ( like airtable). Do you have a simple trick?

Hi beautiful Airtable’s community ! I have a problem with my work time sheet. I am looking to count paid time off as a normal work day I don’t want the employee to have to enter his days off one by one, so that they are counted in my total hours. (and be counted as paid time off) I think the solution is towards automation with a script and the function of Parent record in child record When a form is sending (with the name, and ID on employee) with “congés de fin d’année/christmas holiday” → a condition from 1 to 5 December → date So create/duplicated a record with same information BUT one by day of holiday. Make sense ? Thanks in advance for your help

Hey everyone, I’m having an issue with a conditional automation. Everything appears to be triggering and working correctly when things happen slowly. However, I made a script that is meant to set the conditions for another trigger. It seems like this is happening too quickly, and the automation is only triggering once instead of a few times. The script affects the K1 Override? field. My organization has to run a random lottery for our kindergarten class, and that is what the script is doing. Whoever is selected, it writes in “Selected”, otherwise “Not Selected”.The Status field has a formula that notices this and updates accordingly. The automation is triggered by the Status field. Here’s a screenshot of the trigger’s criteria: And one of the individual conditional actions: Has anyone experience this? Where an automation gets overloaded or something? Mike

Hi! With our team we use Airtable for a lot of useful practices and one of them is time tracking. My question is about how to trigger an automated message when a single person writes more than for example 10 hours on a customer in a certain month. My (un)logical idea start was. To sum the time per month in a formula column. But i have no clue what kind of formula I need. Does anybody has an idea? Many thanks in advance!

I’m trying to implement a conditional automation, but when I go to test, even though I know the input contains a specific string, the condition group for that string isn’t being met. I also have no option to manually change the input in the testing box as promised, screenshot below of that. Has anybody else run into issues with conditional automations like that? It looks like the input is empty but I re-tested the trigger right before this and I know the record should have matched the run condition for the group.

Hi, I have 2 tables: Actors (a database of actors sorted by gender [single select], min.age they can play and max. age they can play) Actors wanted (a database where directors can input the gender [single select] and age range they are looking for) I’m trying to run an automation where when a director enters what she/he is looking for, it filters for all qualifying actors and sends an email to all qualifying actors. Problem: the filter is showing an error. I’ve tried to only filter by age, only by gender but it always responds with an error like " Invalid filter on Min. Age". Any idea what I can do to make the filter work? Many thanks

Scratching my head over this one and suspect a bug. The inputConfig object in a script run from automations (assigned by input.config()) is not updating when I add/remove/update script input variables. It’s locked to old variables that I’ve since removed and will not update when I add new ones in the inputs to the left of the script. I even deleted the automation and created a new one and it still says the old variables are all that is in input.config(). Has anyone hit this? I haven’t tried duplicating my base yet but I might… edit: Walked away for a few minutes and now it works. :person_shrugging: bugginess confirmed

Hi, I have a simple form, where user should enter a few data on first visit, like date, company name, job description… So, how can I insert a certain value (eg. letter “a”) in one column w/o that the one who is inserting this data would even know. Description: Someone is inserting a job listing via form and obviously the opening is active (a), but latter on this would be closed (c), or postponed (p)… so first value, first time data is entered, should be “a”, but I don’t want that user would even bother with this (yes, could be a field with only one option to select… but as said, I don’t want user to bother with this)?

Hello, I tried using conditional automation to compare dates. This did not work. Can you explain to me why? I tried in 2 ways- one: comparing dates, the other: creating two conditions with ‘or’ between them and a condition that asks if my new date or before or after the previous date.

I’m trying to figure out an automation path for a company. Can you help me figure this out? I can’t afford having many collaborators on Airtable so I can’t use the Interface Designer. Also I should be the only one with whole access to the database. This is the process I need to automate: 1- A form is completed 2- Based on the continent of who created this form, a different list of reviewers (A) will receive the response of step 1. They will decide whether they approve it or not and assign the next reviewer (B) to this response. 3- The next reviewer (B) will receive the response from step 1 and fill a new form about it. 4- The third reviewer (C) will receive both the form from the step 1 and 3 linked together.

Hi there, I have built an automation that will: Step 1: Trigger when a record is created in Table A Step 2: Find matching records based on a condition in Table B Step 3: Update a linked field on all matching records from Step 2 with the ID of the new record from Step 1 For Step 3 I have written a script as I understand the “update record” feature can’t handle multiple records. The script isn’t producing any errors however it isn’t working. It should update the field “Applicant Record” with the record ID from Table A - at the moment nothing is being added. Would you be able to help check if I’ve made a mistake with my code? Cheers!

Hi there, I am building an automation that should trigger when a record is added to a view That part completes flawlessly The last field is C2. Conditional automation should trigger when C2 contains Testing And even though the record field C2 contains Testing, the automation errors out With a super unhelpful lack of an explanation for why this isn’t working. Help is appreciated! Best, David

Hello! I have a table of employees, with their name, work start date, and birthdate, as columns. I’d like to create another table to show me only the employee names whose birthdays and annual work anniversaries are coming up within the next 7 days based on today’s date. I’d love to also calculate, in this table, the number of years they have been at the company. This sheet should update automatically every day to include only the employees who have birthdays and annual work anniversaries within the next 7 days, and should remove the employees who no longer match that criteria. Is this possible in Airtable, and if so, how should I create this table? Thank you!

Hello! I’m trying to create a content calendar that creates automated records. For example, if I know that I want to post to Facebook every day at 9AM, I would like Airtable to automatically create records for the posting time/day in advance. Ideally, every week it would create the records for three weeks in advance. I can see where I can automatically trigger an automation to run weekly, but I can’t figure out how to set a relative date for the record I want created (i.e., first “create record” is 21 days in the future, second is 22 days, etc for the week). Is this possible?