Automations

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!

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!

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!

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

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

I am using Automations to send an email confirming a lunch reservation. My problem is that the resulting email double-spaces everything I send and it looks funny - especially in the salutation lines. What can I do to control the spacing? Sylvie

I’m from the UK, I want to store contacts including their post code. I want to somehow have the table display the area in which the contact lives based off the first part of their postcode. So for example if I have John Smith who lives in PL5 9KG, I want a formula to display only the ‘PL5’ part of his postcode, and then somehow have the next field then look this PL5 up in another table and then display ‘PLYMOUTH’. This would need to work for other, longer post codes too like PL21 or TR58. I already have the formula "LEFT(Postcode,4) to get the first 4 characters of the postcode field (Including the space if it’s only 3 characters at the start), but that’s as far as I have got. I have looked at various threads on here but can’t seem to work it out!

I have table that’s been in use and now I need to simply flag a record with a single check box. I have a automation to do this and new records get the check as desired. How the heck to I get the automation to run against the existing records?

Hey there – I’m trying to set up an automation that does the following: Iterate through the rows in an Airtable view For each row, post a Slack message to a different Slack channel using text from that row. The name of the Slack channel is a field in the view. Ideally, this workflow would be triggered at a set time every week (eg. Mondays at 9am). For context, each row contains information about a specific customer account and I’m hoping to share that information in the associated Slack channel. Wondering what the best approach for this is? Is there some combination of automations/scripts that you’d recommend to get this set up? From what I’ve been able to figure out so far, I would have to set up separate automations individually for each row/channel.

I have created an weekly triggered automation I want to call the Airtable Form Designer App, that i have installed on dashboard. This App is configured to create a well formatted document using a filtered table view. I am aware that i could create an email action in my automation, however the email options are Grid or List which is not formatted. Please advise thanks

I am trying to use the automation to auto rotate the options for every new record. possible? thank you so much

I am currently trying to create an automation email sequence - every time a record changes to a particular single select option, an email is automatically sent. Most fields I want to use work, however I cannot get attachment to work or look up fields that I have in there. I’ve tried changing the information, refreshing, and changing the file type for the attachment. However, it just shows up blank in the tests.

Hello, sometimes airtable automations return bad input variables after changing record input value. I changed DESIGN_STATUS to Needs fixing, and Customer_status field changed to Waiting via automation. But my code says that when status become Needs fixing, it need to do other thing. Its happens very rarely. This is my code problem or air table ? What I need to do ? My code: let data = input.config(); let table = await base.getTable('Orders V3'); let view = await table.getView("FULL ORDER LIST AUTOMATIONS"); if(data.Design_status == "Needs fixing"){ await table.updateRecordAsync(data.RecordId, {"Customer_status": {"name": "Needs revisions"}}); } else if(data.Design_status == "Supervisor approved"){ //Time to send reminder const sending_time = new Date( Date.now() + 2 * 24 * 60 * 60 * 1000 ) var dd = String(sending_time.getDate

Hi folks, I have two tables and am trying to automatically link them with a script. In this example people apply via an airtable form with a text based “parter code” field. There is a partners table where each partner has a multiple select field that contains all of their partner codes. Table 1: Applicants Field: Partner Code (text) Field: Referring Partner (linked field) Table 2: Partners Field: Partner Codes (multiple select) Field: Applicants using Partner Code (linked field) Here is what I have so far, based on modifying the scripts of others: //Define the Partners table and query let partnersTbl = base.getTable("Partners"); let partnersQuery = await partnersTbl.selectRecordsAsync(); //Define Applicants table and query let applicantsTbl = base.getTable("Applicants"); let applicantsQuery = await applicantsTbl.selectRecordsAsync(); //Loop through the records and find the Partner Code for (let record of partnersQue

Hello Everyone, I schedule content releases for our media vendors through our Website, We change the release date a lot according to delivery factors, like Dubbing/ Subing / Pandemic delivery circumstances. Our Marketing team needs to see any updates happens if any changes happened in the release date, but also needs to see the old value of the release date, so they need to trigger an email once a release date has been changed, also include the old release date inside the same email. Is there a way I can automate a copy of each older release date to the field ( Old Release Date ) let’s say my initial release date is 16/05/2021, Old release date is empty or the same as the release date The new release date is: 18/5/2021 old release date is: 16/05/2021 again, a newer release date is 20/05/2021 old release date is: 18/05/2021, and so on.

Reaching out to this amazing community again… I have read/watched the help topics on this, and I can not get it to work. I want to send an email when the “category” of a horse changes from Vet Hold to Under Evaluation - most importantly, I need to include the name of the horse. For some reason, no matter what horse I move from Vet Hold to Under Evaluation, the system populates the email with the same horse “Hawkeye” every time. This seems like the most basic automation based on the other questions out there - can anyone provide advice? Humbly (as this exercise has definitely humbled me), Katherine

Hello! I was wondering if there is a way to automate this:

Hi there – not new to Airtable, but new to scripting. I’d like to add a new row to a table (table:“Daily”) and set the primary field (column:“Date”) with tomorrow’s date, and run it every day. Simple, right? I suspect the best way to do this is set up a scheduled automation to, say, run each day at 7am, that creates a new row with tomorrow’s date. This would require declaring today’s date and tomorrow’s date in the correct format, either in the script or as an input config. I’ve poured through the documentation and these boards to find a simple way to do this, but am coming up short and appealing for the first time to the pros here for a little assistance. I’ve also tried to set this up as a simpler scheduled automation using the “Create record” action, but you can’t use a formula to declare the field value, either in the automation or as a computed field (e.g. declaring “Tomorrow” as a computed field in the row) Any advice on how to go about this seemingly simple task

Can I ask. I am using automation sendmail via Airtable. In my email content, I have Underscore _ (Ex: http://abc.com/ab_cd) But when I sent mail, Underscore is NOT display in my email content. Can you teach me to fix?

Hi! I created an automation that, once a Single Select cell is updated, it will tag a Collaborator in another cell. However, I have to create one automation for each record. Is that right? Is there an easier way to do that? Thanks in advance!

Hello everyone, About one week ago, we started seeing more and more of this “Script exceeded max CPU time” error. I looked at the code and don’t see “major performance flaws”. (but I am not an expert with JS and I might be doing something wrong without noticing) I looked at @Bill.French race condition suggestion but cannot see one here. I also checked that I wasn’t doing a “single update” multiple times. (@kuovonne recommendation on another thread) Can anyone help me find some ways to optimize this script ? let config = input.config(); let triggeredRecordId = config.RECORD_ID; let candidateEmail = config.EMAIL; let jobId = config.JOB[0]; let applicationsTable = await base.getTable("Applications"); let query = await applicationsTable.selectRecordsAsync(); let records = query.records; let recordsWithSameEmailAndJob = records .filter( filterOlderApplications ); function filterOlderApplications(a) { let currentRecE

Hello, I was lurking around the forum but cannot seem to find a solution similar to what I am trying to do. Basically I would like to create a calendar, which people could go into weekly and update their working times. I would like the dates for each day of the week to update automatically with real time dates. So for example, I could go inside and enter that Monday to Friday I am working 9-5, then from the next week these days will be updates to the current weeks dates so it will still show that I am working 9-5 with the new week, and so on. As a simple automation to avoid creating new entries for each working week and inserting the working times.

Everything was working fine since yesterday. Now all my automations which send an email keep failing, it says the “To” field is empty while its not. Also my Zapier to Mailchimp is failing as Mailchimp cant recognise the email adres. Have contacted Support but no reply yet. The To field is filled in through a form. I have double checked the email adreses and they are valid. Anyone have any thoughts on this? Screenshots attached:

Hi there, On a fairly large table, after I fill out some hand entered data, I’ll need to duplicate each row 3 to 4 times. This becomes tedious after the 20th copy and invites human error. Is there a way to select a bulk of rows and have them all copied as many time as requested?

I am attempting to have an automation that every Monday morning will look in a table for specific records and then broadcast that into Slack. I got the trigger and record searches to work, but when I attempt to place them in the message, all I get are options for HTML formatted results which just look like a mess in Slack. Is there a way to just insert the results and I’m just missing it?