Automations

Hi there, We use email automation to send emails include a grid with records in the email body. How do I include a link to those records in the grid so that email recipients with Airtable accounts can click the referenced record and immediately be taken to the correct record to update? thanks!

I’m pulling from a designated “Email” column, but I’ve also tried switching to a Single Line Text field, but it’s not working. Not sure what the issue could be. :face_with_monocle:

I want the entry to be printed to audit the input

Hello all Here is my situation: I have collaborators working on TableFoo on a certain amount of items. When they are done on an item, they change the status and other collaborators take over on it. This other team is working on TableBar To ease the process, I need to add an Automation action that looks for this status change and creates a record in TableBar whenever it’s triggered. Problem is, one of the field I need to transfer over is a MultiSelect Field and when I use the createRecordAsync() function as follow, I receive an error let newRecordID = await TableBar.createRecordAsync({ "Tags":TableFooRecord.getCellValue("Tags"), }); The error is obviously that the “Tags” field of TableBar does not have the same choices as TableFoo. I read that the Automation is not able to use ‘typecast = true’. So I thought “fine, I’ll just add step that updates the option of this field

I have a script that has been in production for months and just recently the script is failing on the selectRecordsAsync() function… let config = input.config(); let tbl = base.getTable('Status'); let qry = await tbl.selectRecordsAsync(); for (let rs of qry.records.filter(id => id.getCellValue('Status ID') === config['Status ID'])) { <snip> break; } In the text editor the function selectRecordsAsync() the text is formatted as strikeout and I’m seeing this error message… ERROR TypeError: Cannot read property '0' of null at <anonymous> on line 4 at main on line 4 Can anyone shed some light on what’s going on?

Hello, I can’t get a link in my tables. I import a CSV file from my accounting into a table. I have created a link with this table in a 2nd table and every time it crosses the same account number, I would like it to add it to the corresponding field. How do I do this? Thank you

Hello! I am driving myself crazy trying to figure out a fix for this. I want to send out a new discount code to employees on a specific date each month (see attachments) I’ve added a field with ‘November code send date’ and ‘December code send date’ etc. I’ve also tried adding a TODAY() column and then setting the automation to ‘when today is exact date’ however it shows an error saying no data matches the said date. I just need to trigger to recognise the date I want the email to go out (with the conditions that the employee {status} is ‘active’ and {manual/order code} tag is ‘order code’. .

I’m hitting my 50,000 record limit and need to reduce size of my main base pending a more serious migration to a more scalable platform altogether. An obvious candidate for me is to eliminate my Postcode lookup table - this table contains many thousands of records and its useful for auto-populating my Users table with relevant locality data by inputting only the postcode. Is there any restriction on moving the postcode lookup table to an entirely new and separate base, then using a script automation to perform equivalent lookup functionality via API? ie can I use an Airtable script automation to hit the Airtable API and retrieve data from a remote Airtable base?

I’m trying to come up with a document tracking system with (Integromat,Dropbox,Airtable) and I’m trying to automate creating new records in airtable when added to dropbox and then assign a value to a linked field based on the folder the file is saved to. In airtable I have two tables; Jobs, Attachments with linked filed to jobs. I have dropbox watch folder (yes to subfolders). When a new file is added to dropbox job subfolder a new record is created with path, this value stored in “path”: /clients/3d/3d tracker/3d projects/21-982: Is it possible to create an automation that will assign the value of the linked filed to job 21-982 by breaking the path and matching the final folder? I’m guessing there is some regx here, which I’m not very capable of. Any tips or links to samples that could help me. Thanks!

I am sure this is simple but I can’t figure it out. I have a multi-select field. When I choose a particular selection in the Multi-Select field, I want any data in a different field in the same table to be deleted. I see how to do the trigger but not the Action. Any help would be appreciated.

Hi there, I recently set up an automation to fire off an email when a record enters a certain view. When I set up this automation, I had the email fired off from my own email (as I connected my gmail account and slack). However, we’d like to have the email sent from our HR email. Our HR person switched out my slack with their own and used their email for the automation. However, now when testing we receive the below error message: Error Message: Google reported an error while processing this action: Insufficient Permission If I switch it back to my email & slack, all works fine. I’m wondering if there are specific Google Settings which need to be adjusted. Anyone have any experience encountering this and how to resolve the issue?

Hi I’m new to Airtable and am still figuring out how to use automations. I mostly use the Kanban view. I have things that are weekly recurring and they always go through the same process. I’d like to get it so everything that has been marked as “shipped” by Friday, come Monday morning is back to “needs processing” (the beginning of the weekly work flow.

I have a form that I share with someone. I also have formatted that input to a page (with logo etc) What I would like to do is: As soon someone fills and submits the form to automatically email the page created from page designer. Is it possible ?

With a Button, I would like, on a table A, to click on the button of record 0001, to download in csv (or .text or to a doc) all the records of table B linked to the linked record of record 0001? Can you help me ?

Question says it all; seems pretty clear there’s no built-in feature for it, but has anybody figured out a scripting solution or field patch to handle it in the meantime? Would prefer to not have empty emails sent out to my team.

Goal: Send a daily email using airtable app triggered by time, linked to a view. The problem is airtable limits the count to 100 records and these views contain more than 100 records. I need a script that counts the number of records in a view. Thats it. I’ve searched the forums but have not been successful at figuring this out. Any help would be greatly appreciated.

Thank you for helping in advance. I want to create a formula or an automation that automatically sets the “Business Due Date” 16 weeks after the “Onboarding Call Date” whenever a record is entered in “Onboarding Call Date”. I don’t know if there is a formula for this or an automation. Any advice will be helpful.

Hi, I have a table created Sign in - Airtable named “Event Register”. This table has one field named “Event” which is of type “Link to Another Record”. How can we set up any constraint on this field so that it should always have a unique value? Can we use any scripting action here? Can we show an alert or pop-up to the user on entering the duplicate value?

Hi, I have 2 tabs : 1 / Freelancer (3 expertises possible) 2 / Projects (3 expertises possible) I want an email to be automatically sent when at least one the 3 expertises mention in the “Project” matches with at least one of the 3 expertises mentioned in “Freelancer” profile How to do that as airtable native automations seem too limited for that ? Indeed specific cells have to match & not columns or lines. Thank you very much for your helps, Anthony

Hello! I am having problems with HTML language in emails automations, specifically when I try to use the tag <“hr”>. This tag should creat a horizontal line but insted it doesn’t do anything. I am sending a image of how it appears when I try to use it.

Hi, I’ve spent hours on this and I’m not sure what I’m doing wrong. Here’s what I’d like to accomplish: Each row in the table is a person (a child in daycare) I want to automate a way to change the location of their daycare on a certain date I have these columns: Current Location (multi-select) Change Date (date) New Location (multi-select containing the same values as Current Location) I’m trying to set up the automation so that on Change Date it will update Current Location to match the value in New Location, but it isn’t working and I haven’t been able to figure out why. I get a “received invalid inputs” message. Any help is much appreciated!

Here is my error message: In my automation, I have multiple linked columns in one table being entered into one linked column in the second base. Now these multiple columns are each a name in a record, “name 1”, “name 2”… etc. Often a record only has a few names (it could have 1 out of 5). My automation succeeds only when 4/5 or 5/5 names are full, when there are only 1, 2 or 3 names in the record it fails. Does anyone know why this is? To me it would make more sense for it to fail 5 out of 5 times but it only fails when there is less than 4 names…

I want to be able to built a utility (that can work on Windows as well as MAC system), that we can use to upload multiple images in a table. The structure of the table is simple: ---------------------------- | Image Name | Thumbnail | -------------|-------------| | Image01 | Image01.jpg | | Image02 | Image02.jpg | | Image03 | Image03.jpg | ---------------------------- The “Image Name” is simple “Single line of text” field and “Thumbnail” is an “Attachment” field. I searched all over the internet, but couldn’t find a way to do that. Services like integromat can be used to insert images from cloud, but I want to be able to upload images kept on local computer. Any help would be appreciated to get me started. I am fairly experienced in VBA automation or Python, but not in using API. So that will be a learning curve, but I am willing to learn.

Hi, I work for a company that specializes in data consulting. I love Airtable and believe it could solve many issues for our business and our clients’, therefore I built a proof of concept to automate dynamic email reminders for my colleagues to showcase the value of the solution. I’m using the temporary Pro plan (trial) on my workspace to set up the related automation. Sadly it seems the email feature is still locked even if I’m using this Pro plan since I got the following message: “Cannot email non-collaborators on the current billing plan.” Could you help me here? I’d really like to show how efficient the platform is but I’m stuck because of this… Best,

I’m trying to create a simple automation where a slack message is sent when updates are made to a specific record and I get the error “Message could not be converted to a string”. I’m not sure what I’m doing wrong here but I went over the trigger and the message itself but nothing seems to help my cause. For some added context: There is an automation setup already (which works without any issues) that sends a slack message when the record is no longer empty. I am attempting to set an automation that sends a different message when the same record is updated with new values. These fields are synced from an external table within the same workspace. Not sure if this is too many complications or if there is a way to work around it!