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  • 16,172 Replies
5191 Topics
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jfoxworthNew Participant
posted in Automations
Automation runs every time a character is entered - as opposed to when user is done editing

I have an automation that is set to run when a record is updated. The problem is that as the user types in one of the fields being monitored, the automation is called with every character entered or deleted. I want it to run when the user is finished editing - maybe when they hit "Enter" or when they click off the field for the record in question. Is there any way to do this? Seems unusable as is?

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Phaderon
PhaderonParticipating Frequently
posted in Automations
Creating a public link to record in email automation

Hopefully this is an easy ask, but I just can't figure it out.I have my interface as public, showing records in a gallery view. I have automation which emails the user to tell them that their request is live on the dashboard and to provide them a link to it. If I use "Page Record Url" in the email automation, it does create a link, but only for me, ie only logged in people. The only way I can get a public link to that record, is view the record in the interface, open it up, click the chain link to copy the url and use that. That URL is much longer than the other ones and I have no idea how I can pull in that URL in the email automation to give the customer.Here are the links, I've modified them for privacy, but its just to give you a flavour of the difference. These links will not work for you.https://airtable.com/app6cmdVq0CavOxBD/pagVbKBSUYWQFhNGu/recimvOusaq0NC1M?tableId=tblq8vV1msj4QxeCqIf I click the chain, it gives me a working public link which looks like thishttps://a

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Phaderon
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at-comParticipating Frequently
asked in Automations
Delay email automations until after the weekend

Hi all,I have an automations question that I hope someone can help me with.My company provides a programming service for clients. As we process the information received, Airtable sends an automatic email to the client letting them know what information we have and what we still need.When record is updated, send email to client.This is fairly simple and works well, however, we have employees who work at night or over weekends and do not  want emails going out to clients at funny times. Setting up the automation to trigger at a schedule time does not work because then I do not have the option of formatting the email based on specific record conditions. I would love to be able to have something check if it's during regular work hours, if so send the email, and if not, wait until the next regular business day and then send the email.Any advice on how to implement this?

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Karl_at_Easy_La
Karl_at_Easy_LaInspiring
asked in Automations
Automation - Update record, and save date field with NOW() timestamp

I would like to update a date field in a record, with the last time the automation executed. Is this possible in an automation, in the Update Record Action?If you choose static, you have to enter the field manually. If you choose a dynamic value, you are only allowed to choose from an existing field or data.  

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Rob_JamesonKnown Participant
asked in Automations
Issue with Automations counting all records in Linked fields

Hi everyone,I've been struggling with counting all records from table A in table, B. I've read multiple forum posts and watched videos, but something is still not working ... so I've come here to ask for any insights. My understanding is that  I need to put all records from Table A into a single linked field in Table B, and then use a Count field to count them.  So I set this up, like in the imageThen, I went to Automations and set up two steps: Step one: look for any records and table that are not empty. (Table A is called "Entries" in my base)Step Two: Add an "update record" where the "Table" is the Table B ("Metrics" for me), Record ID is of where I want all the linked records to show, and under "Fields" I added the linked field, and said to show a "List of Records"...This gives "received invalid inputs"... Ive tried all the variations of this I can think of, which all result in this error.... Can anyone advise me on the solution?  Also, I just wan

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Howard_CohenParticipating Frequently
posted in Automations
Form providing multiple record creation

I have an Hours table that records for each member (identified by email address) the number of hours they participate in an organization event.  The table consists of email address, event category, #hours, date, and two optional fields, event name and event id.  When members go to input their hours, they typically have more than one activity to report.  I want to create a form such that the member inputs their email address only once and then can input multiple instances of {event category, hours, date}.   I saw one possible solution that added another table linked to the hours table and allowing multiple records, but I'd prefer to not have to create another table for just this purpose.  Any help, guidance, direction would be greatly appreciated.

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TheTimeSavingCo
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Desert1211New Participant
posted in Automations
Need help with linking table and specific entries to be linked, and automation process to send info

Hi Airtable Community....I'm new to Airtable so please bare with me.I have a Softr application, in demo state - Where a user (logging in on their backend portal) can log in and upload some content...I also have a form that is public facing for clients to fill out...I am okay with the user table capturing the user's: name, password, email, magiclink, attachments.I also okay with the client table capturing the client's: first name, last name, phone, email, organization.I want to preface - that I want to use these two tables for multiple users who will have their own custom built application as well as anyone who fills out the form specific on the user's application...Here is the issue/problem:1. How do I link a client who fills out the form for a specific user and then automatically get the attachments (via airtable email automation)?2. Can I use the same two tables for multiple users? Say I have 100 unique users - I don't want to waste 200 tables, where the user table will only have one

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Desert1211New Participant
posted in Automations
Assistance in sending automated email when new request comes in for a specific user's attachment

Hi Airtable Community...I have a table called 'Request-Table that is linked to a user table called 'User-Table'...In Request-Table, when a new entry is added (i.e Requestor-Name, Requestor-EmaiI) it pulls specific User information (fields) for that User from the User-Table (e.g. Name, E-mail, and Attachment fields)I want to send the attachment the Request-Table pulls in from User-Table TO the Requestor-Email...My question is - How do I add the attachment or attachments the automated email? I'm stuck hereCan someone show me the steps, please.  I'm 90% there, just need the other 10% 😃DesertLotus 

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Spencer_MullaneKnown Participant
asked in Automations
Find Records Automation With Date Condition

So close to getting the whole base working the way I want I can see the light at the end. I think the final hold up is getting the "Find Records" step working properly.My automation triggers when a new record is created in "Trainings". The "Trainings" table has the following fields:Training Type (Single Linked Record to Another Table Called Training Types)Date (date field)Attendees (Multiple Linked Record to Another Table Called Employees)Expiration Period (Roll-Up from Training Type Table)Expiration Status (Formula Based on Date Field and Expiration Period Roll-Up)Expiration Date (Formula Based on Date Field and Expiration Period Roll-Up)The other table "Training Assignments" has the following fields:Employee (Single Linked Record To Employees)Training Type (Single Linked Record to Training Type)Assigned (Checkbox)Trainings (Single Linked Record to Training Type)Expiration Status (Look-Up To "Trainings" Table Based on "Trainings" Field Linked Record)Expiration Date (Look-Up To "T

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grriiiNew Participant
posted in Automations
Pulling data from a different table based on the column name

Hi all, I have set up an auxiliary table that has values in columns based on condition (the column name). I have a main table in which I am trying to pull data for items based on the condition of that item. So, I am trying to get Airtable to go to the auxiliary table, look up the requisite item from the main table, and find the value based on the condition that is noted in a field in the main table (please see screenshot attached). There is a field on the Inventory tab that notates the condition and a bunch of columns on the DB tab that have values for each condition. I need to write an automation or formula that tells Airtable to look up the condition of the item on the Inventory table, go to the DB table find the appropriate item, and look up the value based on the condition in the Inventory table.  Thanks for any assistance you can give me.

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TheTimeSavingCo
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jzellerNew Participant
posted in Automations
Create Payment Schedule for each month of a rental lease

I want to create rent payment schedule to send to someone after they sign leases for an apartment using the data that I have in airtable. The rent payable is typically the same price every month but sometime if they start not on the 1st of the month the 2nd month is pro-rated. Also a few times are free month rent is given so that month no rent is due. Always paid at lease signing is 1st month rent and one month security deposit. The 1st Month they will always pay the entire amount even if the lease doesn't start on the 1st. The 2nd month is always pro-rated if there is pro-rated rent. I was things about having each month as a column (Sept 2024, Oct 2024, nov 2024 etc) then we can use ai and formula to look up the start date, end date, rent amount to put the data below in a table to send out in an email in automation or I can set up via Zapier. In Zapier I can probably also set up this type of automation but want to get an idea what the best way to do this.

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TheTimeSavingCo
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C_BridgettNew Participant
asked in Automations
Automation Question: Emails with batched data to relevant individual

Oh, this one has me stuck!I have a table of 'Individuals' with an email address and a unique ID on one table, and on another 'Audit' table, I have audit line items with the linked ID. I would like to use a checkbox of 'publish' in the Individual tab to trigger an email that sends a table of relevant data to the right individual. Right now, I have a trigger or 'when records match' showing a few conditions including publish. then Find Records, then Repeat for each List of records, with a send email and appropriate grid in the email. Problem is, I can't convince the automation to sort these, so person A only get their results ,and Person B get theirs. It's a mash of results, not getting split per individual. Because the list of individuals will continue to grow, I can't create a view per individual.Can anyone see what I am missing here?

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laurenCTCLKnown Participant
posted in Automations
Conditional automation condition failing

Hi! I'm trying to set up a conditional automation and the "Otherwise" condition is giving me an error.Trigger: A record enters a view. The view relies on the field {1 week} not being empty. The two possible values are "1 week late" and "2 weeks late" First condition:If {1 week} contains 1Condition 2 should be either:Otherwise, or1 week contains 2 (or equals "2 weeks late")I get success after the first condition but the second condition failsIt feels like i'm missing something obvious! Thanks!

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Kenneth_Raghuna
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craibucInspiring
asked in Automations
Are the record's previous values available in the "when record is updated" trigger?

Are the record's previous values available in the "when record is updated" trigger?  I'd like to be able to compare the previous values with the current values and act accordingly.  Does this require a code step instead?

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BolufmiNew Participant
posted in Automations
Shuffling records by five members monthly

I have a database with ages, I have grouped the ages into views and I want to shuffle each members a particular age into a group of five. For example: Ages 18-24, I want the members to be grouped by five members each and at the end of each month, the automation shuffle the members so the members are different for each month.

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erangggKnown Participant
posted in Automations
how to add my email signature for the email automations?

Hi,how can I add my email signature for the email automations? 

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paulraun
4
451New Participant
posted in Automations
Find record + Update record

Hi,I am working with a list of contacts in my main spreadsheet. I am trying to update a specific information of many contacts simoutaneously. So I created a second table, where I want to input the name of the person, and this information (books received). I want to be able to add a list of people and books on this second table and add these books to the already received books on the main table.I was able to do part of the way, but I am having a problem with the Record ID after the Find record step. For some reason I only see the option of 'List of Airtable Record ID', which I think is why it is not working. It seems like a simple automation, but I can't go around it. Any suggestions?Thank you!

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TheTimeSavingCo
JeffJohnVol
JeffJohnVolInspiring
posted in Automations
What is a redirect URI? and what do I use?

I'm trying to set up a paypal scenario in Make.com that adds new paypal transactions into my airtable table. When I try to set up the airtable connection, I use OAUTH type, and it asks for a a URI Redirect URL. I don't have a clue what to use here. When I google, it asks what site I want people to redirect to, but that doesn't help me much.Anyone able to advise?Thanks. 

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JeffJohnVol
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Austin_TremblayNew Participant
asked in Automations
Can You Identify the Issue(s) with My Flow?

I'm trying to use an automation in a base, but there's something wrong with my flow. And it may be that what I'd ultimately like to accomplish isn't possible. In Base 1, I have a single-select field named "Status" with various color-coded options as variables to select from. In Base 2, I have a duplicate of the fields in Base 1, but none of the data. My goal: When the single-select field Status is changed to a particular option (in this case, "Delivered"), the record is copied from Base 1 (Active) and duplicated in Base 2 (Archive). But the flow I have is definitely not correct. So, one, is this possible? And, two, does anyone know what I need to adjust in the automation flow? Thanks so much for your time!

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Miles11
Miles11New Participant
posted in Automations
Use thumbnails from attachment fields in e-mail generated in automation

Hi all,I want to expand a script that assembles an e-mail using a few field values and sends a nice and simple daily report to stakeholder.I want to add images inline from an attachment-type field. I use something like this:    if (clippings && clippings.length > 0) { for (let clip of clippings) { let imageUrl = clip.url; imageUrl = clip.thumbnails.large.url;    and later:     if (imageUrl) { entryText += `<br><img src='${imageUrl}' alt='Clipping' style='max-width: 100%; height: auto;' /><br>`; console.log(`thumbnail added: ${encodedUrl}`); }    I then pass my output over to the next step:    outputText += `${entryText}<br><br>`; output.set("emailOutput", outputText);    Although all URLS are definitely good (I paste them into the browser and

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Miles11
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workingStiffNew Participant
posted in Automations
Tracking Weekly Changes

My company exports a .csv file every week containing the current inventory of the same objects.  Each object has a count that may change week over week.  We copy this .csv into an airtable weekly.  I would like to capture the old counts from the prior week so that I can track the differences week over week.  How can I set up a scheduler to move the values from the "This Week's Apples" field to "Last Week's Apples" field automatically?

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TheTimeSavingCo
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mks9cNew Participant
posted in Automations
Email automation at scheduled time to a subset of companies - issues pulling in data/emails, help!

Hi! I'm new at this. I want to send a scheduled email to a subgroup of contacts and pull in specific Airtable data into the body of the email and pull in the email addresses from the database. I'm using the gmail integration.In the "To" field I'm using the + to pull in email addresses from the base structure and the test keeps failing. It says "Invalid email address in the "to" field: fldU4hKNRZaMDR6U3".  The other fields in the body of the email that I'm pulling in from the base structure say FIELD ID instead of what the actual field name is and so I think those are also not working properly. I feel like I must be doing something incorrectly. PLEASE HELP. Is the email address in the To field what will act as my key to pull in all the other relevant data? I'm not clear if I need to set up a lookup/key mechanism here since the trigger is a specific time and not meeting a condition. To get to the subset of companies I plan to add a condition. THANK YOU!  I'm havi

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AbbyCNew Participant
posted in Automations
Wrong dates in Outlook automation

I'm based in the UK and we've had an integration working on a booking database for over a year which automates the creation of an Outlook event when a booking is made. No changes have been made to this automation but today the events which are in Airtable as dd/mm have started coming through as mm/dd. I'm really at a loss with this and what I need to be looking into.

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TheTimeSavingCo
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SpaceDandyKnown Participant
asked in Automations
Issue with mail automation : mail recipient roundup formula doesn't work 100%

Hey there,First of all thank you for your time and your help 😉I've made some pretty basic automation, when a record matches certain conditions, I trigger the action "send mail" (airtable default one). The field "To" is filled with a roundup type of field which has a formula "ARRAYUNIQUE(values)". It keeps the unique mails attached to the record.My issue is that it works 30% of the time. The failure to run is always caused by : "The "To" input is empty"Which is not, the field is never empty, it always has one or several mails. And it being not empty is a condition to trigger.I can't find what's common to success or common to failure.Any ideas ? 🙂  

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Alexi_MosnovInspiring
asked in Automations
Automation Repeatable Group issue with Update Record action

I'm using a Repeatable Group with an Update Record inside to take a list of records from a Find Records action and update a field in the found records. When the list of records contains only one record the test runs successfully. When the list of records contains more than one record I get a received invalid input error. I think I know why this is happening.If I look at the Input table after a test I see Record ID listed there followed by a single record id if only one record was found. If more than one record is found then I see Record ID followed by multiple record ids separated by commas. If this is what is being presented to the Update Record action of course this will cause an error. If I'm reading the documentation correctly the input from the Repeatable Group should be a separate Record ID followed by a single record id for each record found rather than a single Record ID followed by multiple record ids. Why is the Repeatable Group not presenting the Record IDs to the Update Rec

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Helen_Fletcher

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