Automations

I’m new to airtable. How can I use the Rest AIP with python to upload a pdf file? To my understanding, I need some sort of link for the upload. What do I have to look out for when programming the automation?

Hi there! I have an automation Where ‘Send Date’ is ‘Today’. It does not have a time field and currently sends at middnight. If it did have a Time Field, would it send at the time that is in that field, or would it still default to Midnight? I saw this solution, but I’m curious if adding a time resolves this.

Hi, I’m a new user here and trying to create a basic order creation and tracking system. I have a field called Clients and another called client orders as attached above. Basically every time a user enters client name in the order tracking form, I need to generate a new order id in the format of. CUSTOMERNAME/1 and so the next time his name is added on the client order list it generates CUSTOMERNAME/2. I created a field called Latest order Number in the Clients table to act as a counter. I was trying to figure out how to increment the counter corresponding to that client when that client name is selected in the Client Order page. I tried the automate feature on trigger, but it wont allow me to update a record in another table or apply any math formula on it. Is

I have 2 bases, one collects data from a form (Form DB) and one that I’d like to use as a master client database (Client DB) for individual companies we do business with. Since the form may be filled out multiple times by one company I’m trying to use an automation to review the Client DB when a form is submitted and if the company is not already there, to add it. Unfortunately companies are being added to the Client DB even though they are already on that list. The following is my set up. Are my conditions wrong? Is my understanding of how the sequence works incorrect? Trigger Type: When a form is submitted Table: Form DB Form: Reg Form Find Records Table: Client DB Find records based on: Condition Conditions *Where > Client Name > Is Not > Client Name (Step 1: Trigger) Create Record Table: Client DB Any help on why this might be creating th

Hello, I’m stuck - I would like to update all records in one field (one row) at once. I’m sure that must be really easy, but somehow I can’t find a way to do it. Thank you for your support

Despite having created a formula field to format my date, it is still sending this format to slack in automation message: 2021-07-31T10:00:00.000Z (which you can see in the screenshot is still the only selectable property in the automation wizard. The date format in my formula field displays correctly like Thursday, November 19, 2020 3:00 PM. What am I missing? My formula is configured as DATETIME_FORMAT(Start, ‘LLLL’)

Hello there Airtable experts :wave:t3: So the context for this use case is the following: There is a form on another app where an order is submitted and sent to a record in airtable. This form captures basic client stuff + plus the products which are inputed as # item numbers separated by comas in one cell. (1234, 2345, 1294) → What I want to do is to create múltiple records (one for each item) on another table. 1234 provider status 2344 provider status 1294 provider status Im guessing it would be a scripting solution, has anyone done something similar?

Hi, I’m trying to use an automated Update Record step to add a new linked record into an existing list of linked records. Unfortunately I’m finding that when the automation runs, it simply overwrites the field with the new record rather than adding the new record into the existing list. Is there some way for the automated Update Record step to append a record into an existing collection of linked records? Thanks very much.

Good Morning Everyone - I am trying to set up an automation with Slack but I cannot find out if my desired scenario is possible. I run an Artist Management company and what I want to do is when an offer comes in for one of my artists to automatically send the details of that offer entered into Airtable to the artists private slack channel. I know I can specify the artist channel in the slack automation but then I am restricted to that artist and that would mean setting up 150+ different automations to account for all artists. Is there a way for me to build the automation so that Airtable finds the private channel of the specific artist from the information in Airtable and then send it to that private channel? This would result in only 1 automation compared to 150+. Hopefully that all makes sense. Thank you!

Hi, I have followed How to create email digests with automations – Airtable Support and all works fine except, how do I prevent the email going when no records are found i.e. the email should only go when the action in step 2 (Find records) has found records?

Hello, I’m trying to have an automation with a find and replace step inside it. I’m just trying to fix a bug with connected fields when they have a coma so I need to remove the commas and copy paste into another field. And I can’t find a simple automated find and replace script (or write JS)? Is there a way to use a formula in the automations? For now I have a workaround where I have a formula field and then I copy paste that formula field to a connected field - but would love to just merge that into one process! Thanks

Hi, I’m trying to update a filed in Airtable that is a linked Field and allows multi record links. I’m using Integromat to try and do this but not sure how to format the text to update the record. The field contains names linked to a Participant table. I’ve tried passing with comma separated values but I think it needs to passed as an array. How should I format the names to register as individual records? Hope that makes sense Cheers

Hello, I am new to Airtable. I run a storage facility and am trying to use the product to automatically update availability status when an intake form is submitted by a new customer. So ideally they would fill out the form, include their unit number on the form, and then an automation would change the availability status for that unit to Occupied in the table. However, I’m not sure how to use the same form for multiple units/records or if it is possible. I’m wondering if I should create a unique form for each unit but that seems like a lot of work and may become hectic. Do you have any suggestions? Thank you.

Hello there, I have been trying to send all records by email on the scheduled date. This automation works fine, but I want to send a nice grouped view (grouped by 1 field). Any idea how can this be done? What I want to send >> what is sends right now >> PS: I use the free version. Any help would be appreciated.

I have a script I read for our webinar series and I have to update titles, authors, and other information every time that a new webinar takes place. Is there a way to create a document that updates automatically?

Hi everyone, I’m sure this is a common question but I didn’t find a neat solution. We send weekly emails using AT Automation triggered by a schedule. This searches for new project created over the last 7 days and sends an email with the HTML grid view. Occasionally there are no new projects and so it sends the email without any data. Is there a neat solution for this ? Cheers

I am unable to send email when base is closed while on testing automation it sends mail thanks for your help

Hi I have specific mails to be sent to all the records depending on what day it is and it has to go at a Specific Time. Eg If today is Monday, a Mail drafted for Monday should go to all the records exactly at 10 am. On Tuesday, mail drafted for Tuesday to go to all records exactly at say 4 pm. Basically everyday checklist based on which day it is. What did I do? I created a Day Field and added Sun, Mon, Tues… as value. Created separate automation with specific day mail body. Created a Trigger condition if Day Field changes to “Mon”, send a Monday Automation mail body to that particular record. Same way for each day created a Condition and Mail body. Manually, at 10 am for all the Records, I have to change the value of Day field to “Mon” so that it is fired at that time. Next day manually change value to “Tue” at 4 pm. Now, I need a solution to make it really automated. Either every

Hi, Is it possible to use a variable as a condition on a form, or is there a work around?

Hi guys! So, first time using the community part of this. I have an automation that notifies me when a certain document expires, so it basically just checks for an expiry date. However, I’ve run into the following issue: A document is set to expire on the 1st of August 2021 (01-08-2021). In the interim, and before it expires, I get said document updated, so that it now expires 1st of August 2022 (01-08-2022). While I’m editing the date of said document, the field that does the date-check then sees that I’ve changed it to a “01-”, and thereby thinks something has expired and then shoots out an e-mail via the automation. Has anyone encountered a similar issue, and did you find a solution for it?

I have connected and tested the SMS App from Airtable with my Twillio. That works. However, what I actually want do do is track the actual message I send by logging it in my messages table. There appears to be no way to track this? Can anyone help I’m new to Airtable but it is important I track the outgoing messages

Hi all. I’d like an automation so when two columns show specific criteria (e.g. KNOWN CLIENT and PRODUCTS) this creates an entry in a third column with “PRODUCTS NEWSLETTER”. I’d then like a further column showing when “PRODUCTS NEWSLETTER” was added (i.e. last modified). I need this as it’ll run a Zapier automation and input the customer data into Mailchimp. I had successfully created an AND formula but this didn’t seem to link to a ‘last modified’. I’m trying automation but I don’t understand the steps. Can anyone help? Thanks so much.

Hey everyone, I need help with deleting a single record using script. We want employees to be able to delete a record in Airtable by selecting a checkbox in STACKER. Here’s the flow Employees selects checkbox in Stacker Airtable automation triggered based on checkbox deselection Script triggered to delete the specific row Any help is appreciated, thanks! Jake

I am trying to group my line items by campaign but whenever I create a new campaign name, it automatically generates a new line item with just that campaign title in my empty/null cells section. If I try to delete that line item, the entire campaign gets deleted and my cells become ungrouped. For example, if I link my calls called “Apple”, “Blood”, and “Clifford” to a campaign called “Red”, they are grouped together but the system also generates a line item called “Red” that appears in the null cells box and it won’t let me delete it without it automatically deleting and ungrouping Apple, Clifford and Blood.

Hello, With an Airtable apps, I generated QR codes in order to label the products in my stock and improve my follow-up. So, I need to print them on label sheets, but I don’t know how to do it (one QR code in x copy per sheet) Can you help me please? Which third-party tool to use (word, google docs or other)? How to send the information? Thank you in advance