Automations

Hi guys, in the spirit of Christimas I’m in charge of a support group for people in need. We have got a lot of applicants who really need our help to make sure their kids are going to get a gift this year. I’ve got a ton of gift cards in a single column in excel, and I’d like to distribute all the gift card codes to the recipients. Now here’s the kicker: the recipients have different amounts of kids, which means they need different amounts of giftcards. I’m trying to figure out an automation that links a number of times from the recipients sheet to the gift cards code sheet, while never linking to the same code more than once. The route I’d go would be to make a formula field which counts how many links are in a ‘link to an another record’ field, and if there’s less than the number of children in the family (a manual number field), then it keeps adding a new link from the gift card sheet. But the last part is not really doable in auto

I have a database with a column with all email addresses of my clients. I would like to send an email automatically to all of them, but can’t find the way. Maybe a Zapier integration? Everything helps. Thanks!

Hello! I have a table in which a student’s “Start Date” is captured in a date field. There is then a # field that indicates the “# of weeks” the student is in the course. Then lastly is a formula field that takes the Start Date + # of weeks = Graduation Date. A student is allowed to renew for an additional 12 weeks. I would like to create an automation where the following occurs: Trigger = Record Meets Conditions Action = Run a script that would take the records current # of weeks + 12 and put that new total into the # of weeks field. I simply cannot make heads or tails of scriptwriting to get something that works and am hoping someone else can assist. I feel like this is probably something very easy, and I really don’t want to add a few more fields along with messing with the original formula for Grad

Hi! I am sending text-only information from a form in my Softr Web Application to Airtable and create a new row for each entry in a table. Later on, I retrieve this information and display it in my Softr Web application in a Grid view, including a image for each record. As I don’t want users to upload/provide images, I would like to add placeholder images for each record created in Airtable (and display them then in the web application again) As for the moment, I couldn’t identify a way, using automation, to add a placeholder image to new records created by Softr in Airtable. Is there any possibility to link an existing image from another table or similar?

Hello, I created an automation when a record is updated it sends an email to certain team members. I am having a hard time sending the the URL field that attaches to that record. How can this be done? Thank you

New to implementing anything but the simplest “send email” automation, so hoping I did my initial design right. We’re trying to build a log for tracking if timecards from various crews (construction) have been submitted. Table A has a list of all the shifts that we’ve scheduled coupled with the day the shift starts (IE we can have a 12/14/21 Day Shift, Swing Shift, Or Night Shift). This table would be filled in the office (calendar view) and we would assign a foreman to each shift. The Primary field (right now) is a formula combining the date and shift, so a typical record looks like this: Date-Shift (Formula) ||| Date (Date Field) ||| Shift (Single Select Field) ||| Foreman Name (Linked Record to a Foreman Table) Then Table B is for the foreman to fill out via a form view. They get a date picker field, a shift select field, a foreman linked record (just like Table A) and then an attachment field to upload their timecard file. Would look like this Date-Sh

Hi all, I have a question about whether a script could be developed to integrate automation with the “Task Tracker App” functionality. Specifically, whether an automation based on conditions being met could then trigger an action such as starting, pausing, or stopping a Time Tracker App being run on that Record ID. Apologies if this has been answered or addressed, I have not been able to find anything on this community or FAQs. Appreciate it! Best, DL

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I have two linked tables in the same base i) Accounts ii) Meetings. I would like to update the “status” field (single select) on the Accounts table based on the the “meeting outcome” field (single select) on the Meetings table. For example if I create a new record in the Meetings table for Account#5 and I set the Meeting “status” field to “Successful”, I would like to automatically change Account#5’s record in the Account table to “Won”. Conversely, if I create a new record in the Meetings table for Account#5 and I set the Meeting “status” field to “Unsuccessful”, I would like to automatically change Account#5’s record in the Account table to “Lost”. Can this be achieved with automations? I haven’t used scripts and am not a programmer so not to comfortable using that approach.

Hi, I’m currently in the process of trying to perform an automated update of a table record based on the trigger type “When Webhook received” (still in alpha dev phase). It indicates sending a webhook request to an ‘example’ webhook address in order to indicate ID references. I have placed the example webhook address into a script app in the base that is intended to trigger the update automation via webhook. I have also included two input variables in the webhook call. The intent in doing this is to have the script call the webhook to trigger update automation and use the input variables to a) identify the correct record to update and b) provide the updated value to the intended field to update. The result is the error in the screenshot below. This raises the obvious two-part question: Why is the console message indicating that the URL i

The processing (or calculations) I need to perform are currently done in a Google Sheet. The calculations in the sheet are straightforward but have about 20 steps, and the final result is a string (an array) in a cell in the Google Sheet. I want that result in a cell back in AirTable. I am sure there’s a way to write a custom script with Javascript in an Automation and write result to the cell. I’ve started, but I’m not strong with JS. I would like to explore other more low/nocode ways do these calculations. I imagine there exists some other low/nocode SaaS tool that you can build a little black-box app with build business logic and calculations and spit out a result. In summary, here’s what I’m currently doing that I need to automate without Google Sheets: Row in AirTable has 5 values. I manually copy those 5 values into a Google Sheet, which does a bunch of calculations, involving creating a 12-period time series with about 20 rows of partial ca

Hi, I’m trying to update a record and select specific options in a multi-select field via Integromat and need some help. One of my preceding modules in Integromat gives me an array of destinations. Something like this: Destinations = [Africa, Asia, Australia and South Pacific, Central America and Caribbean, Europe, Middle East, North America, Polar Regions, South America] In Airtable I have a multi-select field with these exact options I referred to this thread, but can’t get Integromat to put the original multi-select values directly into the multi-select field as suggested by @ScottWorld. When I try this, I keep getting a “Cannot parse value for field Destination Options”.

Hi, So I’ve got a Zap sending data to Airtable on a from submission is Webflow, the Zap then also adds the uploaded attachment to the CMS item as a link in Webflow so Webflow form → Airtable → Airtable → Webflow CMS Item. Only the problem is that the link that ends up in Webflow’s CMS is still the uploaded Webflow froms link. Very new to airtable, but is there an automation I can run when Zapier adds the Webflow form file upload link to the Airtable Attachment field that will actually add the file to Airtable so that Airtable isn’t just adding the same Webflow link back into Webflow? I need all the uploaded files to live in Airtable. You can see the steps in the Zap here and that Airtable is just passing the same link back from the Attachment field instead of a link to the file in Airtable.

I have created an automation in Airtable that schedules a post in Hootsuite when the Status field is “APPROVED”. My Date, Copy, and Attachment fields are correctly mapping to Hootsuite, BUT I need my “Image Link” field to map to Hootsuite. I need this to happen so when someone clicks on the image of my post on LinkedIn, it opens to a hyperlinked location vs just expanding the image. Right now, I have to remove all of the copy and the attachment that was automatically populated, paste the “Image Link,” click the “custom link preview” button, upload my attachment, remove my pasted link, and paste back in the copy. There HAS TO BE an easier way - help! This is a screenshot of my base. I’ve circled the fields that are correctly mapping in RED and the field that I need to map in blue: This is a screenshot of how it appears when it automatically uploads to Hootsuit

I would like to take participants’ responses to an Airtable survey, create a visualization of them, and send the graphic via email. There will be a lot of participants who complete the survey, so I would like to automate this process. The goal is that: (1) a participant completes the survey (2) a graphic is automatically generated from their unique survey responses (3) this graphic is automatically sent to that specific participant via email. Is there a way using to configure this within AirTable such that a unique graphic is generated automatically based on a participant’s survey responses and that this unique graphic is sent to them automatically via email?

Hi I have a schedule that has a start time and date and a duration and the end time and date is calculated from the duration. I’ve set up an automation that creates a Google Calendar event whenever a new event is created in Airtable. The automation fails because it can’t seem to read the End time and date formula. However, the weird thing is that if I duplicate and event (instead of adding new) the automation runs fine. Can anyone help/explain and offer a solution? Thanks

Dear community, I am trying to link google calendar with my table so that when a prospect who is already in my table takes an appointment with me, the time and date of the appointment appears in a column. The way I thought I’d do that was creating an automation like this :slightly_smiling_face: trigger = new event in google calendar 1st action = find the record where the email address matches with the event attendees 2nd action = update the record found in the 1st action with starting date and time but I can’t select the condition of 1st action as the dynamic variable “attendee” any tips to succeed in my project? Thanks

Hi, I’m looking to set up automations to remind me of due dates. I was using a datetimediff formula, but it says NaN. I want to take todays date-the due date and have it show how many days until the due date, then I was going to schedule an automation to send out whenever tasks are due in 3 days or less. The formula I’m using is: DATETIME_DIFF({Today’s Date}, {Due Date }, ‘days’)

I have a table for tracking sleep as well as a second table to track how long I was awake each day. I’ve been filling out the “Awake” table manually so far, but I’m trying to have it automatically populate. So far I have the table successfully linked to the date, day, week, and wake time, but I’m having trouble filling the bedtime. I need to link to the bedtime from the record from the day before the current record is linked to. The previous record would also work. I’m not sure how to do this. I’m very new to automations in general and trying to practice. Help? There’s probably something obvious I’m not thinking of

Hi Dear, I try to create a table for Calls (duration, caller name, description, some statistic data about the caller (sex, age, location)). I have another table with Regular callers, who calls us frequently, with all the their statistics (sex, age, location). In the Calls table there is a linked field to choose the regular caller. I would like that if I choose a regular caller all the statistic data I already recorded in the regular caller table to be copied in the Calls table. But lookup fields are not good solutions for this, because if the caller is not a regular one (regular caller field is blank) I need to give these statistics here manually. In case of lookup the system does not allow it. Is there a solution for this? Thanks a lot Tamás

I have a view that is grouped by a single select field called Program Name. In this view I can see a count of records per Program Name. How can I create a script to give me a count of records grouped by program name? Ultimately I want to create an automation that will email me a summary of records by Program Name. I cannot do a linked field as the Program Name is a single select field chosen by a form.

I’ve got a base with three different forms feeding it. One is for people, the other is for tasks, the last is for a reward. As rewards are submitted I want to randomly pair the reward to a task. Is there a way to automate this process?

Hi, I have a base that has two tables with linked records. Table1 fields : Name, Number, Sum (linked to table2) Table2 fields: Name, record, Table1, Total (roll up value of each category of name) This works beautifully manually, for every new record i create in Table1. But has been failing in automation. This is what I am doing: Trigger on new record creation: Note: in table 2 I have a row with unique “name” from table 1. In this action I am trying to find the record with name == name of the record created.

Hi. I’ve set up a few automations with no problems, but I am not sure how to do this one… or if it can be done. I have an AutoDate column, so when a form entry comes in, it auto-dates the entry of the form. However, I need to then copy that date over to another column (also called Date). That second column, called Date, is used in another formula in the sheet, and I need to be able to edit it (in a way I cannot edit the AutoDate column). But since they are the same 95% of the time, it would save me time if it could auto-populate. So, in short, how can I automate copying date from the Auto-Date field to the Date field? Is this possible?

I am experimenting with Webhooks to move data back and forth between bases. I just want to make sure what I am seeing/doing is necessary. When I setup a test POST from an external tool to test the webhook, any data elements defined the JSON are created as values in javascript editor. However, I would prefer to read the entire json object as new fields may become necessary. What I did was create an object that looked like this: { "theData" : "Anything" } I tested the webhook and “theData” was available to the script editor. I then created a more representative object like this: { "theData" : { "fieldOne" : "Some data", "fieldTwo" : "More data", "fieldThree" : "and even more data" } } This works fine and my code is working. Is this how I have to set it up? If I send the second structure as a test, the script editor forces me to select one of the