Automations

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

I have a Facebook automation that has stopped working after running fine for several months. When I re-tested each step, I noticed an issue with the Create post action. I was unable to test it even though it seems to be set up correctly (Screenshot 1). When I tried re-connecting the service I received an error message (Screenshot 2). Finally, I deleted it and tried creating a new one, but the Create post action is still generating the error. I realize this is probably a Facebook issue, but I’m curious if anyone else has run into it .

hey there, so I’ve set up an automation to combine typeform single attachments from several attachment fields to put into 1 field by mapping the url of the additional attachments. The automation tests fine, but in practice, I could only ever get 1 source field to 1 destination field. I could never get multiple source fields to 1 multiple attachment destination field. (I’ve tried different separators to no avail. The mapping seems like it should be easy to set up…) There’s the miniExtensions for doing this, but I was hoping for an alternative that doesn’t require their pricey subscription at $39/month for just this one automation. Thanks in advance!

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?