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  • 5,187 Topics
  • 16,133 Replies
5187 Topics
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jacob_angeloNew Participant
posted in Automations
Automate Record Updates

I have a base that is for “equipment” management. Basically it shows every piece of equipment we have on site and where it is (plus a bunch of other info). When we install a new room, or make changes I would like to be able to update it en-masse without having to search for and change each record. EXAMPLE: airtable: TV1 - Room 100 - serial# 34555 TV2 - Room 150 - serial “blank” New spreadsheet/table TV1 - Room 600 - blank TV2 - Room 234 - 098733 TV3 - Room 567 - 09292 ADJUSTED AIRTABLE after automation TV1 - Room 600 - serial# 34555 (room changed) TV2 - Room 234 - 098733 (room changed, serial entered) TV3 - Room 567 - 09292 (new record created) I’ve been working on the concept of having a table specifically for storing updates, but so far have been unable to successfully “link to” the associated record ID. If I physically paste it into the automation, it passes the test. Everything else I’ve tried gets a “received invalid inputs” error. created formula in main record with the ID, ad

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Simon_DennettNew Participant
posted in Automations
Automation Limit in a base - advice please

Hi! I am using Airtable for aback end to my business and have just got a notification that I have exceeded the number of automations I am allowed (I don’t think it is number of runs, I am way off that, it is the number of automations itself - I have 25 in the base but also save backup copies o the database int he same workspace). I was surprised by this limit as it isn’t particularly clear int he pricing plans but have found some reference to it in the help sections. Does anyone know if you can increase this limit by paying more money, and/or any work arounds? Any help much appreciated!! Simon

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Kathryn_McGrathNew Participant
asked in Automations
Single Select Field in Email Automation

Hello wonderful Airtable community, I am working on an email automation that will report on student progress through a variety of courses. I have each course listed as a single-select field, then the possible grades listed as the options to select. I want to send an email report that shows these grades: Class 1: {GRADE} Class 2: {GRADE} My problem is that no matter what options I select when building the automation, the GRADE field shows up blank. Thanks so much for your help! Katie

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Adam_NemethNew Participant
posted in Automations
Facebook - image of first post from Find Records

Hi, I want to post to my FB page every day at 9 AM local time. For that, there is a status, a date and an image field - and a Kanban board. Status can be “Draft, Ready to Publish, Published” let’s say. I can’t tell a condition to match the TIME of date - fine, I only need 9 AM anyway. So I schedule the automation to run every day at 9 AM. I can’t tell it however to post a picture, as the Find Records - whose status is Ready to Publish and Date is today - returns an array of records, and I can’t insert the picture from the values. Any ideas?

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Jenn_IannaconiNew Participant
posted in Automations
Email when record is updated with change history

I’m not sure this is possible without creating a ridiculous amount of individual automations but figured it doesn’t hurt to ask. I already created an automation that tells me when records from a specific table are updated. But I don’t see a way to have the field that was updated listed in the email. I don’t event need to see the new or old values of the field - just the field name. It’s not a huge problem but it would save me the trouble of logging into the base to see what changed.

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kuovonne
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Strategy_TeamParticipating Frequently
posted in Automations
Automation, send to multiple email addresses in Rollup field?

Hello, I’m currently trying to setup an automation that will send off a notification email to multiple addresses (“Team managers”) when a record is created (or updated), if said record has linked to multiple other records in a specific field (“Other teams involved”). The email addresses are pulled through from another table using a Rollup field and ARRAYJOIN, and so are separated by commas, but the automation test fails, saying that the email address field is invalid. Do automations not support sending to multiple email addresses? Any clarity would be great. Many thanks and kind regards, Matt

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JonathanBInspiring
posted in Automations
Update field in a table based on changes to a field in another table

Is this possible? I have a table called “SITES” and a table called “SERVICES” that are connected by a linked record field. A service can comprise one or more sites. In both tables there is a “status” single select field indicating whether the site/service is live or not. When a service is no longer live, then all sites linked to it also need to be marked as “ceased”. Likewise if a site ceases, and that site is the only site in a service, then by definition the service ceases as well. I think it needs a three-step automation where the first step is finding the record matching certain conditions in sites, which then uses “find records” in step 2, to change the corresponding records in the linked table (SERVICES) in step 3. Help very much appreciated.

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Marisa_FalconNew Participant
posted in Automations
Collaborator listed as "non-collaborator" in automation

I’m trying to have emails automatically sent to someone in another organization but who is shared as a “Creator” on the workplace on a free plan but it’s saying that they are not a collaborator and can’t have notifications sent. The addresses are the same, and it’s (I believe) the account that manages their account so why is this not working?

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Wendy_CrewsNew Participant
posted in Automations
If two fields in different tables match, update record in first table

Hello, I have a Client Management base that has a main table called “Accounts” with a list of accounts by name. I have a second table called “Online Presence Builder,” where new records are automatically created using the Jotform integration. When clients fill out the Jotform form, they choose the type of project they want to be completed. The trouble I am having is creating an automation/script that will compare the company name in the Online Presence Builder table to the account name in Accounts. If they match, I want the automation to add the project named in the automation to the projects listed under the client. If they don’t match I want to create a new account to the Accounts table. I found a few examples that were close but I couldn’t figure out how to make them work for me. Does anyone have any ideas? It would really help! Thanks!

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Shubha_BalabaerNew Participant
posted in Automations
When does the Trigger happen if it's based on a record value?

I’m trying to send people e-mails when we’re 2 weeks out from a certain date in the record. I created a formula field that calculates the difference between today and the date field. And then want to Trigger my automation when that formula field equals 14 days. Will it just check every day, or the moment the value changes to 14?

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kuovonne
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Simon_BlockNew Participant
posted in Automations
Setup barcode scan for inventory check

Hello guys, Thanks for checking on my issue I deliver goods to my customers in reusable boxes which (mostly) return to me. The quest is to know which customers owe me which amount of boxes automatically. This is the level design: :white_check_mark: 1. Every box got its own barcode (A). Every order got its order ID, printed as a second barcode (B1). :white_check_mark: 2. When a box is ready to ship, both barcodes get scanned. This way it’s recorded where the boxes went (the customers adress is tracable via the order ID (B1). Later this database has to link with the order database - but first things first) :white_check_mark: 3. When a box returns to the warehouse, barcode (A) gets scanned again. :interrobang: 4. Now Airtable is recognizing the previous entry already existing. It marks the box as returned. (The database entry could get archived this way.) :interrobang: 5. Next time a returned box is used for shipping it gets scanned again (A) in combination with a different order ID

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George11New Participant
posted in Automations
Beginner Automation Question

Hi, I wasn’t able to find in the support the answer to an automation question, hoping someone can help me understand. I notice that if I trigger when a record is updated and I have it set to do so in a specific to a view. If the field being watched to trigger the automation is updated outside of that view the automation doesn’t trigger. Is this correct? I was hoping to have the automation only happen to selected few records (in a filtered view) that get updated with certain information (updated from a different view). Not sure if this can be done now, or am I missing something here? Thanks for some insight!

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JonathanBowen
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D_AustinNew Participant
posted in Automations
Recurring task not filling in date

My table has primary “Date” field and a “Next Date” field that uses WORKDAY({Date},3). When a record enters the “Done” view, the automation is set up to create a new record using the “Next Date” as the “Date” for the new record. It runs fine, but the “Date” field for the newly created record is blank. Not sure what I’m doing wrong.

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Clyteroll_CabuaNew Participant
posted in Automations
Script Calculation

Hi, Is there a script that can create a simple calculation with a time stamp balance. Like for example in my Airtable, I had a Payment and the Remaining balanced. In every entry, I would like to see the balanced stamp with Payment- Remaining balance equal. So I can see the Balanced Stamp on every entry. Basically like excel when every row has a different balance base on Payment. Thank you

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Attila_VANew Participant
posted in Automations
Outlook email automation doesn't pull all the text in the body

Dear Everyone! This is my problem: I have cell1, cell2, cell3 and cell4. In cell5 I use CONCATENATE to bring the content of cells1-4 in one text and it is working. I want to use the content of cell5 as part of an email body with an outlook email automation but whenever I run the tests, only the content of cell1 appears in the body of the produced email. Remark: these text are long long strings. Anyone has any kind of solution or idea for this issue? I tried CONCATENATE, I tried “&” I get the same results: In cell5 everything appears as it should. In the email only the content of cell1 appears. I even created the test where I added cell1 cell2 cell3 cell4 in the body of the email and the result is the same. I have alot of columns and these are the last 5 columns of my table. Thank you for all the help. -A

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Leana_SiochiParticipating Frequently
asked in Automations
Automation Email - Pull PDF from another table?

I’ve seen a couple of postings that sort of sound similar so apologies if this is elsewhere and I couldn’t find it! I have a table, “Requests”, that is filled in by a form. When a new record comes in, an admin will review the submission and then check a box to trigger a welcome email. I’d like to be able to attach a PDF (always the same PDF) in the welcome email. I don’t want to pull this PDF from each record because that will eat away at our space (and because it’s always the same PDF), so I’ve placed this PDF in another table (called “Resources”) in the same base. I’ve set up an automation that: Triggers when an admin checks the “Send Welcome Email” box in the “Requests” table Does a “Find Records” on the “Resources” table to find the attachment I want But I think this method is failing because it sees it purely as a reference and not as the actual PDF. If I don’t want to use a third party app like Zapier, and I don’t want to embed a link to the PDF in the body of the email, is

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Robin11New Participant
posted in Automations
Create notification when someone completes a survey?

Hi, we have created survey’s within our base and then embedded those onto our website, but we aren’t receiving any notifications when someone submits a survey. Has anyone found a way to automate that? Notifications are all turned on but we still aren’t receiving any notifications. Thoughts?

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Kamille_Parks11
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dk82734Known Participant
posted in Automations
Can we please suppress errors in an automation step?

Hi there, I’ve built a number of automations using the “Find records” step. Sometimes that step returns 0 records; other times, that step returns 1 record. The problem is that the next step after “Find records” will assume at least 1 record is returned and then proceed to generate an error if the input is 0 records. I’d like to either be able to: Add some sort of condition logic for the follow-on step to “skip” or “ignore” when “Find records” returns 0 records -OR- Just have any errors thrown by the follow-on step be ignored entirely from my Notifications view: As it stands right now, the “Find records” step is woefully inadequate for production purposes.

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Sebastian1New Participant
asked in Automations
Can't choose value in automation

Hello, I want to add a condition in “Find records” but somehow nothing get added when I choose it. I can only add field which show me the “Insert” button. With the other option I can only press “continue” until I have no option anymore. Can anyone tell me how to add those value fields or tell my why it won’t work? Thanks in advance, Sebastian

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Hector_J_CarrParticipating Frequently
posted in Automations
Passing Input Text to Webhook

Hello So I created a button that when clicked it runs a script and the script connects to a webhook and sends some fields to the webhook. But I added an input field at the beginning. First it asks your to input some text, and then send all the information to a webhook but have no idea how to send the input text. I appreciate your help. This is the code: let name = await input.textAsync(‘Escribe aqui la tarea’); output.text(Your name is ${name}.); // Webhook URL let webhook = ‘httpsWebhookURL’ // Airtable Script Button Text let actionDescription = ‘Creando una tarea de esta integracion’ // Table to send data from let tableName = ‘Interacciones’ // Fields to bind and send let fieldsToSend = [‘Descripcion’, ‘Compañia’] // !--------------------! // let table = base.getTable(tableName); let record = await input.recordAsync(actionDescription, table); let queryParams = /?id=${record.id} if(fieldsToSend.length > 0){ function buildParams(fieldName) { let fieldValue = record.getCellValueAsStr

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Chris_WatersNew Participant
asked in Automations
Newbie help about a simple (I think) automation

I am trying to set up an automation so that when I tick a checkbox in one record, it updates a status field in the same record - I must be missing something in the help files as for the life of me I can’t find how to do this. Any help much appreciated!

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Nick_FosterNew Participant
posted in Automations
Automatic Duplication of Records with One Field Change

Hi everyone, This might be a scripting question, but thought it couldn’t hurt to ask. I have a table in which certain records operate in a somewhat-grouped manner by nature of Year # and Number of Years fields (ie. if Number of Years = 3 there would be three total records with 1, 2, and 3 as the Year #. Is there a way to create an automation so that when say, the Year # = 1, Number of Years = 3 record is made two duplicates that are identical except for the Year # are made? It seems theoretically possible to do through going to the Create record automation and manually bringing forth each duplicated field and then adding an update automation, but I have to think there’s an easier way. Thanks so much!

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Chelsea_EusebioNew Participant
posted in Automations
GMail email templates automation

Hello! Instead of just a markdown rtf when automating gmail sending out emails, is it possible to copy paste gmail templates for the automated sendings? or anyway to include graphics in the email content. Thanks!

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Adam_MirkovichNew Participant
posted in Automations
Automation: Check Submission for Duplicates before Publishing

I’m trying to ingest a new user registration (password’s being handled separately). I want to make sure that the new registration does not use an email address already in the DB (prevent duplicate accounts–ideally even if they’re using “+variable” in something like a gmail address). I’m currently using automations, but I can’t seem to get around the “Find Records Action 0 results stops the automation” flow. I actually want to update the record AFTER a Find Records determines there aren’t any duplicates. I’m not using scripting – “Plus” account level and coming in from the #nocode crowd. Here’s the where I am thus far: Automation 1: WHEN: a record is created in Ingest Users Table ACTIONS: Find Records in Active Users Table where email = [new record email] Update Record (that was created) → set Duplicate = true [I would IDEALLY be able to handle Find Records = 0 results with an Update Records → set Unique = true, then have a When Record Enters View that copies the Ingest User record to

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Team_KindlyNew Participant
posted in Automations
Capture the record ID from URL

Can airtable capture the record ID if it’s embedded in the URL?

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Kamille_Parks11

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