Automations

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!

Hi Everyone, I’m currently trying to set up an automation that only triggers during working hours, and ‘banks’ any non-triggered actions until the next working day. I.e. it only trigger between 9am and 5pm, and anything that would normally trigger it at 6pm is held until 9am the next working day. I think I have a working solution, but would be interested to hear if anyone can think of anything better/simpler? The context is a quality assurance process where an assessor completes an Airtable form, and when the form is submitted the assessee automatically receives an email with the results. Currently I have an email automation set up to just trigger when a new record is created (from the form). My idea for how to limit the automation to working hours is: Create a new formula field (called “hour”) that returns HOUR(NOW()) Create a new text field called “results sent?” Create a view called “automation” that is filtered to only i

Hello, I have an automation that uses a date field as the trigger. When I test it, it runs successfully, but the record it finds is incorrect. Today is 10/7. The Trigger is set to “When [Date Field] [is] [yesterday]”, the test runs successfully, but the record it find has a date field dispositioned as 10/5, not 10/6. Is this because of the time of day it is currently for me? Is there a server time that triggers are based on? Can I change my timezone somewhere so this is resolved? Thanks!

I’m an Estate Manager and I have many properties owned by different people. I have them all as separate bases so owners can look and have them all in one workspace. I have todo lists in each one which is great but would like them all to populate in a separate base so I can see and supervise instead of having to go into each base. Ideally to make a shopping list too. Can you help me? Thank you

Hi, I have a motivational quote table with 1000 records (3 columns). I want to create a daily quotes api where it only displays one record daily. Is there a way to achieve this so I can access each record daily? Thanks

Hello All, I am pretty new to Airtable and trying to build a no-code app for my personal use, Its a peer to peer lending app where I give loans to users and I need to be reminded about all upcoming payments with dates on a recurring basis I have 3 tables in my base Contacts Loans Transactions In Loans, I have the data of which contact got how much loan, what’s the interest, borrowed date like below What I want is to create an automation that will generate a new record in the transaction table for all the pending dates Example Name - John Loan Amount - 100,000 Interest - 1.5% Payment type - Monthly Amount - 1500 Borrowed date - 01.01.2021 Loan status - active In transaction table I want the records to be generated as Name Payment date Paym

Hi, I have an inventory list of a few items. I have mentioned the total number of units of each item in the Product Inventory table which is my main table to track the remaining inventory (refer to Image 1). Now, sales orders are updated by my warehouse executive, and the inventory gets deducted in the Product Inventory table as all the tables are linked. I want to trigger E-mail automation based on the condition that when the remaining units turn 0, Airtable will send me an e-mail notification that says “Please update the stock”. I’m trying to create automation using these conditions (refer to Image 2) but I’m getting error “Test fail”, “There is no such record”. Can anyone help how to resolve this.

Hi, (TL;DR "it triggered on all new records, no matter if conditions are met, when they include formula field) I have following issue: table1 (near 1500 records) has button field “Confirm match”. when a key pressed, the record partly copied to table2 (by my script, ~500 records), linked to it’s “parent” in table1 table2 contains formula field “Control”, relying on some data including lookup from linked record in table1, result is “OK” or “_error” “_error” records supposed to be removed, from time to time. I can’t filter at this step, because sometimes “OK” record in table2 may become “_error” after table1 update. it’s usual process, and it worked as expected. Now I decided to automate cleanup for table2 and setup new automation “When record matches condition”, second step is Remove record, where Control contains “error” (by way, I was surprised that Remove action is not available, i did that by scripting) The problem is

Hi there, Can someone help me please ? I set up an automated email to send a grid view every week in a list view. The email is well sent and received the first time, but afterwards it does not pick up the updates that I make in my grid. So if I bring a change to my grid, it is not reflected in the email that is sent out ! it has last week data… Would someone be able to help please ? Emmanuel

Hey, I am trying to import an excel questionare into airtable. Since the questionare is pretty long, i wanted to shrink it a bit. I was wondering if it’s possible to hide certain parts of the questionare until the condition in the previous field is set to a specific status. For example: a question in the questionare is answered with no and as a result, more of the questionare is revealed with more fields to fill in. Is that possible and if so, how?

Hello everyone, We have a pretty urgent/critical issue affecting our day-to-day operations, and I was wondering if any of you faced a similar issue before. We have a few automations that are copying some fields from one table to another. In our specific case - it’s attachments. Since today, we have started seeing very odd issues - when the file gets copied from one table to another (Via an automation), another Automation that has no name (see screenshot attached) delets the file attached. A few facts This is happening with attachment columns that are used in different automations (so it’s not specific automation related) I created new automation from scratch - same behavior I created new column fields (as if thinking maybe some other automation was added as a trigger for that field) - same behavior Manually adding files into the column (not via automation) is working fine. Other automations that copy text (

Hello. I’ve built an automation that is supposed to automatically send an email to people in a base (called ‘Tester panel’) once they’ve been in it for 365 days or more. The date they were added to the base is recorded in the ‘Date added’ field, which is automatically filled in by Airtable: To set the automation, I picked the ‘When record matches conditions’ trigger, and build it around the ‘Date added’ field in my base: I tested the automation with mock up records and it works fine. The problem is that when I actually switch it on, it doesn’t send the emails to the database. After a few experiments, I realised that it gets triggered when a new record is added to the base and matches the criteria, but it doesn’t get triggered by the existing records i

Hello everyone, I am building a CRM with 2 tables: customer table (name, email, total purchase) and order table (order id, customer name, customer email, purchase value) I want to implement an automation which triggers when new record on order table comes in and does action on customer table: If (customer exists in customer table): find that customer on customer ledger via email and update their total purchase as per the current order by adding to their total purchase If (customer does not exist in customer table): create new customer record saving customer name, email and their current order’s purchase value as total purchase. I tried building this in Airtable automation but it doesn’t allow if-else conditional in formulas How can I build this functionality? Please advise.

Hello, I would like to populate automatically my airtable calendar/grid. But I’m testing it’s failing because the inputs is invalid but I don’t know why. There are no explanations. Does anyone already faced this problem ? Thanks by advance.

I’ve just set up the Sendgrid integration so we can quickly bulk email our team of tutors. I can see there is an HTML option, but I don’t want to spend time writing the whole email in HTML as it’s time consuming and my coding skills are basic. I tried adding links in the email using markdown but it does not appear to work. Is it really the case that you cannot add links in these emails without styling the emails entirely in html? If so, this prevents the integration from being useful for saving time. One workaround I thought of is creating the links as fields, then inserting the fields in the email, but this would be somewhat of a pain.

Hello! I’m trying to create an automation on Zapier or Airtable: Table 1 View 1 : All my Candidate Onboarded Table 2 View 3 : Job description Published I’d like to create an automation when a job description is published (table 2), send an email to the candidate who matches with “Expertise 1” or “Expertise 2” or “Expertise 3” of the Job description (table 2) is the same as “Expertise 1”(main expertise) or “Expertise 2” or “Expertise 3” of the candidate (table 1). Thanks

Hello. If one of my automated actions is to update a number field, can I make it Calculate the update? IE (Current Field Value) minus (some other value) and put that newly calculated value in the field?