Automations

I have an automation based on a record entering a view. When I’m actively in the app, the record moves into the view and the automation is triggered. However, it seems if I’m away or off of my computer, the automation is not working. The view filter is based on a date/time calculation (record moves into the view when it’s within 10 minutes of the scheduled time). Any ideas? Should the automations be working automatically in the background or do I need to be logged in and using Airtable for them to trigger?

Hello, I created a field with a complex formula based on other field’s values. When this field is 0 (False) or 1 (True), I am showing them in a separate view via a filter on the view. When there is a new entry in the view based on this field being 1 (True), I am sending an action to Slack. Yet, sometimes when we see the notification on Slack, I check the view and there is no entry at all. We are suspecting that, when you paste a value to any field which is referenced inside the formulated, the formula gets updated for the slight of a second and then enters the view. Is there any thing I am missing here? A possible approach to fix this issue? Thanks.

Hey, People! I have two tables- Table 1 & Table 2 So I need the data from Table 2 to be automatically pulled into Table 1, once it has been marked verified. Will the IF function work here? or is there any other way? Please help.

Community experts, Sorry for the long title. I am very new to coding of any kind and without the community I would have never gotten this far. Basically, I have a synced table in my base and I have a automation script to link the records based on a field, “Part Number” in one table and “Part#” in the other. The trigger for the automation is “When a record enters a view”. I am linking the record in the synced table, Orders, to the Inventory table. I am able to make this happen with the following code. var mainTable = base.getTable("Inventory"); var mainView = mainTable.getView("Vendor Source Inventory"); var mainTableRecords = await mainView.selectRecordsAsync({fields: ["Part Number","Vendor_Source_Usage"]}); var lookUpTable = base.getTable("Orders"); var lookUpView = lookUpTable.getView("Completed Vendor Sourced Orders") var lookUpRangeRecords = await lookUpView.selectRecordsAsync({fields: ["Part#","Order Qty","Updated"]}); for(let record of mainTableRecords.records) { let look

I have table ‘Submissions’ that records each item submitted by users. Each entry has the Username of the user who submitted, and a Points value according to the Type of item submitted. I need to aggregate the Points for each user in a separate table. The other table is ‘User Points Table’ and so far I have had to establish the links to ‘Submissions’ manually. ‘User Points’ has one line for each Username and column for Submissions (linked to each entry for that Username in the Submissions table) and one for Score, which is a Rollup of the Points field from the Submissions table. What I need is for the User Points table Score to update automatically every time a new entry is added to the Submissions table. I would have thought this is possible but I can’t seem to make it work. Is it possible?

Looking to gather my monthly income(Sold inventory) and subtract it from all monthly expenses(utilities, property lease, office supplies, warehouse supplies, advertising, etc…) How can I create a formula or automation in order for this gross monthly income tab to work? Thanks

Hi All, I’m looking for a simple/elegant solution for a formula/script that will produce what I’m looking for. I have a text field (it will have a maximum of 9 ALPHA (uppercase only) characters in it. I’m looking for a solution that will perform the following functions. a. If a character is contiguous to itself if will count the total contiguous characters and place the number followed by the character. For example if the text field was PPPPP I would get a result of 5P. b. If a character has no contiguous matches then the result would just be the characters as shown. For example QRSTUV would give a result of QRSTUV. c. Combining these two rules together if we were to have RRQRRRQS the result would be 2RQ3RQS. I can easily find a solution if I wanted the result of an input sting of RRQRRRQS to be 5R2Q1S but the sequence has to remain as was originally shown as each value is assigned to a corresponding column (column 1 through 9 which is associated with a quantity level) so this

I’m trying to accomplish the following: Create a record in Table A Create a new linked record in Table B (junction table) Search for a record in table C bases on a field in Table A Enter a value from the record found in Table C to the record created in Table B (step 2) I’ve experimented enough to know Step 2 can be done with an Automation, but I suspect the whole workflow will require scripting. Something like this would be fairly easy in FileMaker Pro and I’m hoping the same is true for Airtable.

I am using an automation to send a weekly update to the team on sales performance. Right now I have a basic automation that pulls all new records for the week, and puts it into an email as a grid. I am able to find the total number of unique sales but pulling the length of the grid, however, I cannot have sum the sales amount column. Could I write a script that would take all the new records for the week and sums sales column? I was the script and I was able to pull in the column from previous step results, but SUM was note a supported function in the script editor, nor did it recognize my pulled value. Any help? Thanks James

I would like to send an email at 10am every week day to orders with the status ‘past due’. At the moment I have an automation with Trigger > at a scheduled time Action > find records (if status is ‘past due’) Action > send email however the test email fails due to “Cannot email more than 25 recipients at a time.” at the moment it is adding every recipient to one giant email, rather than separate emails. Is there a way to have it send out separate emails for each ‘past due’ record? I don’t want all of my clients to see each others email address :slightly_smiling_face: Thanks

I have a table that get’s updated with external date via zapier. One of the columns it updates is called ‘Shipping Country’, it get’s updated with a two latter country code, there’s another empty column ‘Shipping Country - Full Name’. I have a different table, on the same base that has 2 column and over 200 rows. of country code in the first column, and full country name in the second column. I’d like that when a country gets populated in the ‘Shipping Country’ column, It triggers an action that populates the ‘Shipping Country - Full name’ column with the country’s full name, either using the country code table, or manually setting 200+ actions and triggers. Regards, Tomer

Hi there, I’m read lots of topics here on updating single select fields in Airtable, but none through Airtable Automations. My input is a formula that generates a status (UPCOMING, IN PROGRESS, SENT) and the desired output is to copy this value in a single select field (UPCOMING, IN PROGRESS, SENT). I’ve tried to run this via Airtable Automations with different triggers (When a record matches condition, when a record is created and when a record is updated) but none seems to work effectively even though the run history tells me the run was successful. Seems fairly easy and yet do not understand what does not work in my automation. Anyone out there has already done this?

Hi community, I have the following problem and my solution doesn’t work Could you share your advice, please? I have an automation that delivers a date field in the following format YYYY-MM-DD. However, this is not useful for EU users so I tried to change the format by creating a new formula field that converts the date information to the format I want. The problem is that in Gmail automation that sends the mail with information, the new field (with formula) is blank… What could I do about it? Thanks

I have 3 tables: Table 1 = Customer Service Table 2 = BackOrders & Dropshipments Table 3 = On Hold Orders Tables 2 and 3 are pulling data from an external system - any order flagged for one of these statuses in the external system is populated in this Table. The Primary field is the Order Number for these tables. Table 1 is attempting to pull data from Tables 2 and 3 based on Order Number. The idea is that when a record is created in Table 1 with an Order Number, it will search Tables 2 and 3 to see if there is an existing record. Another automation pulls the Order Number “Name” to Lookup Fields for Tables 2 and 3 so the Order Number only needs to be entered once. If a record exists, its name should be entered, if a record does not exist, it should remain blank. Part 1 works but we are facing the issue of a new record being created in Table 2 and 3 when the Order Number is not found. I can’t seem to find a way to prevent the creation - we only want this field populated IF there is

Hi Community ! I would like ti send a record (exactly the same than when we are on the table and have a right click “Send the recard by email”. I’m okay with the condition and the email field. Just don’t find the action to send the record under this format. I looked to add a column with the record url but I can’t find it (function ?) Thank you so much in advance. Nathalie/ France

Hi, This seems really basic, so I’m probably just missing something simple, but I can’t seem to figure it out/find the answer, so hoping someone can help me. :] I’m trying to create an automation that sends a welcome email to folks when they sign up for membership with my org/when their record is created in our base. I created a Send an Email automation that works, but I need it to send to the new member’s email address, and I’m only getting the option of sending the email to a pre-existing record: Is there a way for me to select the Primary Email field, instead of an existing record? So that the email goes to the new member? I hope that’s clear. Thank you!

Hi, I’m not super tech savvy, so I’m just wondering if this would be possible through Automations: I make an appointment in Google Calendar to meet with a client. The title of the google calendar event will include this client’s name. When Airtable ‘sees’ that I’ve made a Google Calendar event that matches this criteria (event title includes word “client name”), it can pull the date of that meeting and put it in a column I identify (Next Meeting). TIA!

Heya, Would anyone know if we can setup automated notifications to pre-assigned individuals based on dates? For instance, If I have entered a subscription that’s due to expire, I’d like the individual (who is in charge of the subscription) to receive a notification on a set date prior to the expiry date to check with him/ her if the subscription should be renewed or cancelled. Thanks for your help!

Hi community, I made an automation and the date is not the same/ Format in the table European. Should I make something special to avoid this ? Or did I miss something ? Thank you !

Hi to the Community, My issue concerns 2 tables, which are linked to each other : Objects (art pieces from an art gallery) Transaction : when a client buys one or several of the art pieces, I create a transaction. One of the field of this table is a linked record to the “Objects” table. Therefore I select the different objects bought by the client in this table. What I’m trying to do is the following : let’s say the client buys Object A and Object B. I would like to automatically update the field “Status” (which is a Single select) in the “Objects” table for BOTH of the objects to “Sold”. I tried many different things but it seems like it doesn’t work when multiple objects are selected… Any chance someone could help ? Thanks a lot ! Iris

I do not know what I am doing wrong. I don’t know why the email won’t link from another table. I see the email pop up in the spreadsheet, but they will not show when I setup the automation.

Hello all, I am trying to set up some kind of automation that creates an all-day event in my google calendar for a client’s birthday, once the birthday is entered in the corresponding date field in Airtable. Most likely the client will enter it through the form that we will send them by email to fill out and populate their information in their Airtable reccord. Thanks in advance.

Hey everybody, I need your help I have an automation that works when a new record is created. However, I already have over 7,000 existing records. I want to add a button to all the records that pressing it will: Duplicate the record. Delete the old record. Remove the word “clone” that was added to the new record. What is the easiest solution you recommend? Thanks!

apologies in advance but I’m stuck I’ve got a simple automation that works(send an email to myself) But I want to attach a PDF from an Attachment Field I can see the “attachments” but can’t seem get it to open thanks

Hi Expert, i am new to Airtable and i would like to seek your help on setting of my automation i have 2 tables: Table A - Store up the items information with price, name, cost, supplier name, etc Table B - Store up the supplier name, credit limited, item code, etc. So i would like to set up an automation, when i added a new record in table A, then airtable can find the new record and get the supplier name. then it goes to table B search for this supplier name, if the supplier name exist, then do nothing, but if there is no this supplier name, then i create a new row. Sorry that i am not very good in automation and would like seek your help to teach me the setup , thanks!!