Automations

Hello All, I am trying to create two separate automations for my table. One automation is for contacts that have confirmed they are the right people the automation needs to go to. The other automation is for people who have not confirmed they are the right point of contact yet. Some of these contacts are in communication and a point person hasn’t been confirmed yet. I was trying to set my automations to trigger when matching certain conditions, so I am having to use both ‘and’ and ‘or’ options under conditions. However, once I select “and” or “or” the rest of my conditions are automatically turned to whatever I choose first. In other words, I am unable to apply both “and” and “or” together when setting up conditions. I would love some guidance on resolving this.

Hi! I am not finding a similar topic, or the answer I need. I have about 20 fields that will be populated, then reviewed periodically. Each time they are reviewed, the values have the potential to be changed. If they are changed, someone else needs to review the changes. They do not need to review all of the other fields for a record. I thus need an easy way to call out the changed fields: If field “a” changed, show a big UPDATE! notification in field “a-update.” Previously, I’ve built out 20 formula fields to do this, but that required having field “a original,” field “a new” and then field “a-update (formula)” which was IF(“a original”!=“a new”, UPDATE!). The new table isn’t set up this way- we’re not always going to show the old version AND I really really don’t want to keep building out 20 formulas. What I’d love to do is an automation that populates field “a-update” with UPDATE!, and I’d like to do one automation that covers all of my fiel

Hey Airtable community, I am having trouble with this automation script that extracts images from URLs. The URL field name is Pictures URL and the new field is Pictures. But, it keep coming back with this error: Error: Field “fldzkNbXJlvQonpO3” cannot accept the provided value. at main on line 54 let submissionsTable = base.getTable(‘Linkedin profiles’); let urlField = submissionsTable.getField(‘Pictures URL’); let attachmentField = submissionsTable.getField(‘Pictures URL’); let submissionsQuery = await submissionsTable.selectRecordsAsync(); let updates = ; for (let record of submissionsQuery.records) { let url = record.getCellValue(urlField); let attachments = record.getCellValue(attachmentField); // If this record already has an attachment, skip it. if (attachments !== null) { continue; } // Otherwise, attach the image at the URL. updates.pus

Hi, Apologies for posting such a basic question but I’ve read and tried but just can’t figure this out. My requirement is simple. When a new record is created, I need to have an automation that sets a dropdown field to a value. The field is called “Review” and the value need to be set to ‘needs review’. Here is a screenshot of where I’ve got to so far but not sure what I’m meant to add in the fields section? Can someone help? Thanks

Hello all, Is there a way in automation to set the trigger based on a date in a field? I’m trying to set Airtable to send a message to Slack when a Date in a field is due. Thanks

I am using Airtable to schedule a lobby day with 115 legislators and 100 advocates. I currently have two tables, one for tracking the legislator meetings (“Meetings” table) and the other for tracking the advocates (“Advocates” table). There are multiple links between the two. For example, when I schedule a meeting with a legislator, I use a column that links to the Advocates table to add the attendees for that meeting. I wish to send two types of emails: Email 1 to the legislators including the following columns from Airtable: (a) time (b) meeting link (c) listing the advocate names (from second table via linked field) (d) attaching several documents (uploaded to Airtable) QUESTION 1: Last year I did this through sendgrid’s app and it went to spam for most of the offices. Is there a better way of doing this through integromat or sendgrid directly that is less likely to go to spam and actually attach

Hello everyone! How could I mimic an action of copying-pasting string value into the linked field with an automation script? Here is what I mean: Here I can easily copy the value of a string field “task 4” and paste it into linked field “Linked Tasks”. Actually, I paste into this field the property “name” of the object So, how could I reference this property in a script? await table.updateRecordAsync(rec, { "Linked Tasks": [{ name: rec.getCellValueAsString("Manually Entered Tasks") }] }) This assignment doesn’t work, but I stuck finding correct way. Any suggestion is much appreciated.

In our base, users can trigger an automation via a checkbox. When the box is checked, the automation creates a linked record in a different table and populates the fields with various text, form links, etc. The problem is if a user does the following we get duplicate linked records: checks the box…waits until the automation finishes unchecks the box rechecks the box, now for a second time How can we either prevent a duplicate linked record from being generated, can the automation check if a linked record exists before proceeding? Or is there a better trigger we can use that is one-directional, meaning it can only create the linked records once? I was able to do this with a button + scripting app, however they are not usable in Interfaces which is where we’re applying this functionality.

Hi! Is it possible to create an approval from the form → gallery view automation? we want to embed airtable gallery view in our website. people can submit a form but we want to review the submission first before adding it in the embedded gallery view. workflow should be something like this: submitted form → notify admin to review answers, disapprove/approve for the info to be added in the airtable gallery/grid view → to be added or not in the gallery/grid view, and to have a archive of disapproved submission** Thank you so much. appreciate your help!

Hi! I’ve just started using Airtable, and I had a question about using an automation to change something. Right now, I would like for my completion date field to change to the current date/time once the state field is changed to “done”, but the only trigger that is there in the automation menu would trigger regardless of what the state has changed to. Would there be a way to do this with automations or would I have to find an alternate way to execute this?

I want an email automation to scheduled for at Noon PST timezone. I am based in IST, so when I set up the automation it is set up for IST. How do I specify the timezone for the receiver’s timezone? I don’t see any setup in the automations config. Do I need to have a different field to just get that specific time?

Hello My automations fail, because it says that I don’t have the right billing plan. I only had run 4 tests, so even the in the free plan it should have worked. I upgraded to plus and I still get this error: Can somebody help me?

Thank you so very much for your kind help!! I’m hours deep into trying to figure this out and feel like I’m stranded on a raft in the middle of the ocean with no land in sight. Here’s my head-scratcher… In one base, we have 4 tables. The first 4 cells in every record are identical across all 4 tables. After that, the field types and data changes for the remainder of the record. (We do production, so it’s the same 4 product details for each record on every table, and the different tables break down tasks for the same product at its 4 different phases of development.) What I want to happen is that on the first table, when I enter new data in the first 4 cells, that same data is automated to magically appear on the next 3 tables. The reasons I’m going mildly nut

How do I get this stored somewhere else? either in a CSV or a base? We basically need this in a tabular format because it lists down the things we need for auditing cost and permission. collaborator current level of permission which base are they accessing I saw this article and yes I know there’s a view but this is just barely usable, we need a table format to audit and make filters. we need to create reports from it not a static view. Airtable Support

I have a table where I want an email per record to be sent when a record matches conditions. For example: Contact Email is NOT Blank and Check Box 1 is Checked and Check Box 2 is Checked and Contacted is Empty The Actions are: Send an Email and Update the record with a Check in the Empty. However, the automation only ran for the test record out of the 15 records matching the criteria.

I’m receiving a error requesting the page be refreshed whenever I try to “create a new record” from a Webhook. Refreshing the page does not fix the issue. Has only else experienced this and is there solve? Thanks!

I’m building a content marketing tracker and I’d like to be able to add an analytics and reporting status which automatically triggers 30 days after a piece of content is marked as published. What would be the best way to handle this in an automation?

Hello I am trying to find a way to assign the collaborator field in order - Like a TRUE round-robin We are currently running an automation where status is “Status A” and the Collaborator field is empty THEN - run this script (below) and update the record. const collaborators = [ {name: "Person 1"}, {name: "Person 2"}, {name: "Person 3"}, {name: "Person 4"}, {name: "Person 5"} ] const chosenOne = collaborators[Math.floor(Math.random() * collaborators.length)]; output.set("chosenOne", chosenOne.name) This automation runs randomly - I need an automation that will assign 1,2,3,4,5 in order and then repeat that order.

Hello Friends! Has anyone been able to use Airtable’s “native” Microsoft Teams Automation integration? I’m not sure if it is worth the time trying to get it to work. I tried about 18 months ago with no success and am considering looking at it again. I don’t see any evidence of anyone using it on the forums, but my searches aren’t nearly as advanced as Bill’s :stuck_out_tongue: Thank you for any thoughts! Paul Warren

I have 2 tables which gets populated when there is a new web enquiry. a list of advisers I want to assign one adviser to an enquiry on a round-robin basis. I’m assuming creating a column for the date/time they last had a lead then finding the adviser record with the longest date would be fairly straight forward but I can’t seem to work it out. Is there an automation to find a record based on the furthest date from today?

Greetings to all I am new here and I really find it quite difficult to navigate through all this. Anyway, I daily get this message which I really cant short out "…Send a Slack and email message Your automation Send a Slack and email message has failed 2 times in Rewards registration between 01/05/2022 at 7:22am and 01/05/2022 at 7:23am…" “…Airtable’s permission to use the configured Slack Automations account has been revoked. Please reconnect the account or select a different Slack Automations account for this step…” I would be grateful for a step by step solution to that Thanks in advance Stefanos

Hi community! For a job-sharing matching platform I’m aiming to automate the matching process. There are three parameters that define the matching: 1) Location 2) Specialty 3) Seniority I have managed to automatically link a person (A) upon registration to all other matching persons (B, C, D) . Those matching persons (B, C, D) are all shown in column named “matches” in the row of the newly registered person (A) Rather than having all matches in one column (A+B+C+D) I want to have for each match for rhe newly registered person (A) a separate entry in a new table (A+B ; A+C ; A+D). Do you know how to do this? Many thanks Jakob

I built an Automation for a customer and it works well, except about 1 in every 500 executions the Trigger fails to feed through to the Action. I get a helpful notification in Airtable and via email: Your automation Name has failed 1 time in Table on 04/07/2021 at 8:53am. These are super helpful and I’d like an option to have them send to the customer instead of just to me. But I don’t see a feature (e.g. in Automations drawer) for configuring this (e.g. a field for “Owner/s of this Automation” or “Subscriber/s to this Automation” where I could paste their email address). I guess if we wanted to “switch” the notification/subscriber then I could ask customer to manually Duplicate the existing Automation whilst logged in with their account, and presumably this would create a copy of it with them as new sole owner. But then we’d either have 2x Triggers on each event (not appropriate in this example where the Automation delete

Hi, I have seen that automations involving lookup fields are currently not supported by Airtable (based on similar posts from 2020) but I am unsure how to work around my problem, if there is one, and am looking for some help. I have 2 tables. When table 1 receives a new entry from a form an automation creates an entry in table 2. Currently I approve the entry in table 2 by checking a box. Table 1 is meant to look up table 2 and similarly add a checkbox, plus look up the name field associated with that record and also link the activities field across both tables. Currently I am finding that I need to manually enter the lookup of the name in Table 1 for the other fields to update. I would like to automate this once the checkbox is filled in table 2. Does this make sense and is it possible? TIA

I have a folder (on a local server) that receives xml’s as processes are completed. I want to parse a value from the new xml into an existing entry in airtable. I looked at zapier but it seems like it can only work with other cloud apps not a folder on a shared drive. I’m currently looking at doing this with a python script but would like it use the existing infrastructure in airtable more if possible.