Automations

Hello community, I’m currently migrating from Google Sheets and Glide to Airtable. Glide’s dynamic filters / automatic relations are missed and I’m struggling to recreate those in Airtable. :-/ Each row in my table represents an item ordered from a vendor, items may be part of an order of multiple items from multiple vendors. How can I automatically relate items within one order that are supplied by the same vendor. The purpose is to create a roll up per vendor, for example to send a single automated email to the vendor per order instead of each single item. In Glide I would simply have a formula field combining the OrderID and VendorID, which creates an automatic relation. How can I achieve similar functionality in Airtable? (I’m wondering if this can be down within Airtable or needs to outsourced to Integromat, Zapier…)

Hi, I have what I suspect is a common issue relating to sending Weekly digest emails using AT Automation. I have an automation that sends a weekly email with a list of this weeks sales.Unfortunately, sometimes the sales are 0 for that week but the email (final step) still sends. What is the best way to get around this? I have a few ideas but I’m sure there are probably better ways. Thanks Jason

Hi all, Is there an automation set up that can compare two tables? I have a list of records in one table (Main List) and a list of records in another table (Startup List) and would like to check if a record in the Startup List alreadt has an entry in the Main List; and if yes, then link the Main List record to the record in the Startup List. I have tried a few automations, but it keeps creating a new entry in the Main list instead of “finding” the entry in the Main List. (added bonus if I could then update the entry in the Main List with data from the Startup List IF there is an entry already.) Thank you !

I looked into the options and none of them is the date that the form is submitted. What can I do?

Hello All, I have the following script that I use to create links between tables based on the “ID,” which is consistent between the two tables. Typically, I run this script manually every few days or so, but I have recently discovered the “Run a Script” automation, which would completely eliminate the need for manually clicking the “Run Script” button. However, the following script throws an error every time I test the automation (which is when a new record in the “Enrollment” table is created, the script is supposed to run). I’ve gathered that this is an issue with certain functions not being recognized in the automation, however I do not know how to fix this. Any help would be greatly appreciated! //Define the Facilities table and query var facTbl = base.getTable(“Facilities”); var facQuery = await facTbl.selectRecordsAsync(); //Define Enrollment table and query var conTbl = base.getTable(“Enrollment”); var conQuery = await conTbl.selectRecordsAsync(); // Create an updates array let

When working with automations, how does one cancel edits? What if I don’t want to update an automation because I made a mistake? And when the pop-up asking about changes appears, is there a way to cancel and not apply updates? Thank you!

I have requirement when I want to execute the script as soon as a new base is created. I want to create automation & add somefields in every existing & new tables created across existing/new bases. Thanks, Deepak.

Hi All, Im not sure if this has been asked before. I tried searching for it but could not find a solution. So here it goes. Im trying to do a simple recurring monthly subscription record. For Example: John is billed every 13th of the month. On his record there is a checkbox, bill date and next bill date. The next billdate is a formula that adds 30 days from the bill date. I have created a view called Monthly. When John makes a payment, the check box will be checked and it will appear on the monthly view. I wanted to uncheck this boc 7 days before the next bill date and how do I update the next bill date so it would add 30 days everytime? Any suggestions?

I suddenly get an error while executing my script. “There was an unexpected error while executing your script”. It doesn’t say which one causes it. I only change my table name and change immediately the value on the gsctable variable. let gsctable = base.getTable("CBD B2B DE 5"); let query = await gsctable.selectRecordsAsync(); let today = new Date(); let year = new Intl.DateTimeFormat('en', { year: 'numeric' }).format(today); let month = new Intl.DateTimeFormat('en', { month: '2-digit' }).format(today); let day = new Intl.DateTimeFormat('en', { day: '2-digit' }).format(today); let todate = `${year}-${month}-${day}`; let lw = new Date(today.getFullYear(), today.getMonth(),today.getDate()-7); let ly = new Intl.DateTimeFormat('en', { year: 'numeric' }).format(lw); let lm = new Intl.DateTimeFormat('en', { month: '2-digit' }).format(lw); let ld = new Intl.DateTimeFormat('en', { day: '2-digit' }).format(lw); let lastweek = `${ly}-${lm}-${ld}`; for(let dates of query.records){ let toda

Hi there, I have a field that shows the date a proposal is sent to a potential client, and I have another field that shows what action needs to be taken as a single select. The idea is that the actionable will show “in progress” in green after the proposal is sent, but once two weeks go by past the date the proposal is sent, I want it to change to “call client”, essentially triggering a follow up action if we haven’t got a signed contract yet. Is there a way to do this? I set up a trigger: when record matches conditions (14 days past date and actionable is in progress) And then when I try to set up the action to update record I can’t seem to select the trigger - it wants me to pick a specific record. But I want this to happen for any record that is past due Any ideas? Is this a custom script thing? for now I am using the free version. I have an automation set up to send weekly emails of records that need a follow up so aside from it changing the drop down I don’t need anything else

Hi All, Am creating automation wherein the user does the following steps 1)fills the form 2)trigger should be created to send mail 3)Once the mail is approved a confirmation required from the mail Yes/No :heavy_check_mark: or :x: 4)based on the above action the next trigger for the creation of a record should trigger. Also for the following mail has been Approved or replied to by :heavy_check_mark: (Approval status field) then the record is entered in the database. Clueless as to how to proceed further. Thanks in advance Almas

I come from a MS Access database background - albeit its been 20 years… anyway - I thought Airtable - being a relational database - was just the ticket and went ahead and set up 3 tables: faculty (demographics), Textbook Publishers, and the actual textbook requests (made by the faculty). Some request 1 set of a single book, others request multiple books for various grade levels. Once I got my tables set up, and linked the relevant fields, I couldn’t figure out how to create a single form that would allow a faculty member to - a: add their demographic info if not already in, or select from the one’s already entered b: add a publisher contact information, or, select from publishers already entered and c: provide about 8 specific details about a given textbook (including copyright, ISBN#, title, hardcover/paperback/digital etc.) I wound up putting links to each form so if they check the dropdown and the info from the other tables isn’t there yet, the link takes them to that form to ent

Hi there, I have a simple short text field that I want to monitor for changes. Basically the user inputs a OneDrive Folder Name and I send data to an integromat webhook containing that folder name so that integromat can look up the folder ID and send it back to airtable. However, I am experiencing strange behaviour: When I update the field and type in for example “PWC”, the automation already triggers when I enter “P” but i haven’t fnished entering. Do you know how to prevent this? Cheers, Konrad

Hi, I’m having trouble figuring out how to create a path in Zapier that is true if the “Find Record” action actually finds a record, and false if it doesn’t find a record. Correct me if i’m wrong, but there doesn’t seem the be a “Found record” filter for the paths, Any idea? Example: Trigger Find Record in Airtable based on Trigger Path A) If any record found —> 4. “Action 1” Path B) If no record found —> 4. “Action 2” Any help would greatly be appreciated.

Hi, Im trying to trigger am automatic email to go out to contacts once I select it in the fields. The first half of the setup texts fine, but then the second half (the actual email) keeps giving me an error message- see image. My email says it is set up, both in Airtable and in gmail. I am going round in circles. Any help much appreciated. Thanks

I’m currently working on a project that’s closely adjacent to Tesla so it’s not surprising to see some of Elon’s Musk’isms creeping into and often solidifying in my brain as practical approaches to problem-solving. In this case - specifically - automation. Automation, as we all know, is an up and coming aspect of many Airtable solutions. However, if you have the urgency or need to automate quickly, you probably have the cart in front of the horse; perhaps way out in front of the horse. Recap Do not change the order of these stages. As the GhostBusters famously said - “doing that would be bad”. Make requirements less dumb Delete parts and processes Optimize Go faster Automate My observations are that Airtable enthusiasts typically automate first or in the vast majority of projects, too early. But worse than tackling these stages out of order is skipping a few of them. Notably, requirements development is not in the list. But Elon assumes his teams

Hi there, I run a company that sells an dleases equipment to B2B clients. I have a process where I use a form to input the client info, and their requirements. I also have an app (page designer) that formats the info into a nice looking one page quote. Right now I have to: Fill in the form Go into the app Save the app as a pdf Open my email account Compose an email and attach the quote Is there an automation I could do that- As soon as I finish the form, it generates an email including the page designed pdf as an attachment? Thanks!

Hi all- We are looking for a way to build a template for our client to send them a monthly “Progress Report” in a dashboard fashion. I’m looking to have the data populate from our spreadsheet into the airtable template. Has anyone done this before? Also, if this is possible, once this is built-in Airtable is it shareable to our client if they don’t have an Airtable account? How does this work so they can get the data? Can the table/dashboard be branded/designed so it’s not a plain dashboard? Thanks so much in advance! Debra

Hello, I don’t have a code and asking for an advice on How to do an action script that change the formula today() inside the column for I am doing a schedule weekly report in the data fetcher app and need to fetch the current date. Is it possible?

It says “On your billing plan, you may only email collaborators with verified emails.” eventhough I have a Pro subsciption. What kind of subscription do I need?

Hello:) I am very new to Airtable and am having a hard time figuring this out on my own. I have a data base on Airtable where I have over 200 members of the organisation I work in with their emails and dates of birth. Now I want to create an automation, that is triggered on the members birthdays, sending them a ‘Happy Birthday’ Email without me having to look after it regularly. Does anybody know how this works and could maybe help me out? Best in a very easy way to understand because as said above - I am very new to all of this… :slightly_smiling_face: Thank you in advance. Franzi

Hi! I’ve created base and table, to which all new orders from my Woocommerc shop are imported through Zapier. I wanted to create an automation (through Airtable, not Zapier) that would send me an e-mail with the number of orders and their sum at the end of the day. I’ve created automation to run every day, and search for orders which day is “today”. Unfortunately, I cannot find a way, to sum order amount and insert it into an e-mail. Do you have any tips on how to do that? Do you think it is even possible? Thanks in advance!

I was wondering if there was a way to create an automation where when I update a single select (from In Process to Complete), if an automation could be done to update the date column to TODAY(). I would like to do this without changing the date on previous completed assignments, is this possible?

I have created a two step automation where the condition is based on a date. If any of the dates in a certain field is before today, which they all are, the automation is supposed to update that record and create a new one. The test works fine but nothing happens when I turn the automation on. Why? :slightly_smiling_face: This is my automation: Sign in - Airtable

Hi evreyone. I’ve created an automation to send an email recap for appointments. I have a date and time field that is formatted with DATETIME_FORMAT and that shows up correctly in grid view. yet, when I insert this field in an email, the preview shows me an Iso formatting… I’ve looked around but haven’t found an answer. I’ve tried creating a second field that formats again but it doesn’t show anything in email despite showing up correct info in grid view… here are some snapshots : how date is displayed in grid view the field I inserted when creating the email what the preview shows thanks in advance if you have a tip !