Automations

Hi all. I have several tables, Batches, Protocol, Points & Stability. In table Protocol I have a linked field to batch# in Batches, and 2 more fields, a single select; and another multiple linked field from 3rd table Points that makes an array of a variable number of Points (1 month, 3 months, etc.) for a record in Protocol. My goal is to get any automation if possible, when a new record in Protocol is made (with multiple n points field), to create n new records in the Stability table according the number of points, where each new record pulls the different points of the array and the single select. This is needed because in Stability table each record uses a initial date field and sums for each Point a fixed months depending on the date (30 days for 1 month, 90 days for 3 months, etc.). So I can get an alert when any record in Stability reaches the due date (initial date + point time). Any ideas? Tks

Hello, We are trying to reproduce in Airtable what is essentially an abstract application system. It’s better than what we currently have but there is a process flow we are having issues with. the flow we expect/want: User completes Airtable form #1 - a standard abstract submission form. On that form they have the option of adding 3 attachments; a profile picture, a short ePoster abstract, and a 5-minute SciTalk video. Crucially this is optional at this time. They do not have to submit this content but can. We send them a thank you email complete with the next steps. This includes a link to Airtable form #2 a simple form to submit their profile picture, ePoster, and SciTalk. When they submit the form it will update to ADD these new documents to the original form submission rather than replace it. Once the user submits the 2nd form they receive a second thankyou ema

Hi there! I want to create an automation trigger based on selecting a specific single select input. Is it possible to have the automation discern between which one is selected or just that the field was changed? For instance, my single select is a “status” tab and want to automate different types of emails based on the current status.

Hey everybody ! I am using the this “delete duplicate” script Apps - Airtable Marketplace and i would like to edit it. Because the script need a user answer to carry out the action (yes or no) when he find a duplicate into the conditions. And I would like the script carry out “yes” by himslef at each time. Are someone able to edit the script for me? Or explain to me how can I do? Thanks you so much :slightly_smiling_face:

I have encountered a new problem running automations using Outlook 365 email. When I test this step, I get this error: Microsoft reported an error while processing this action: Access to OData is disabled. It was working fine until a few days ago. I asked the email administrator and he says there have been no recent changes to the email settings. Has anybody encountered something like this? I did a Google search but there is not a lot of information on this error.

I have a Client Table which links to an Appointment Table. The Primary field of the Appt Table is a date field. On the Client Table, I have an Appointment Lookup field which looks up Appts that fit certain parameters. I then have an automation setup which copies the Appointment Lookup field into a Linked Record field. These linked records are displaying the date/time as 7 hrs later than the correct date/time which is the name/primary field of the record (the lookup field also displays the date/time correctly). If I click on the linked record it expands the record and the name/date is correct. It only seems to be happening with the automated links. If I create a separate linked record field and choose some appts manually, they display correctly. So, it seems there is something in the automation, maybe having to do with a timezone setting (?) that I’m not sure how to fix.

AirTable customer service sent me here after saying they couldn’t re-create the error. Since last Tuesday, my automations to Facebook have been failing. They were working fine before, then they stopped. Twitter remains connected and the automations are fine. I changed nothing that would trigger this but here’s what I’ve done to try and resolve it. 1- Disconnect the Facebook account. 2- Reconnect the Facebook account. 3- Go to automations and select the Facebook account. 4- Select the Facebook page for the automation. Also note, I manage 4 pages. Only the one that I have previously used is showing up. 5- The selected Facebook page does not stay there. 6- I receive an error message about the automation. Half the time the page doesn’t even show up, as seen in “Air Table- Refreshing the Page list.” The error message I receive when running a test is: “Facebook reported an error while processing this action: The permissions for Airtable to use the

You have 100 rows with pictures. You want to modify the pictures to include the logo of your company and a frame on top of these pictures. I figure this would need an automation. The question is can you superimpose two columns (Pictures) on top of each other? to create a third column with the mix of both pictures?

Hello, I am sending an email through an automation action. Within the body of the email, I want to include an email address, but I don’t want it to be clickable - it’s just there as an FYI. Is there something I can do in the markup so the email address isn’t clickable? Thanks all!

Hello, in an automation i try to find records based on conditions on a linked record. When i try to find the value from the record triggered, I find it but i can’t insert it. here is the video : Loom | Free Screen & Video Recording Software

I want to create a 3 step automation, but having trouble with step 3 (update record) When a record matches conditions. I want this to only run 1x per month on the 30th day of month (I know how to do this) Find records in a table that match certain conditions (I know how to do this) Update all records that match the certain condition in step 2. Specifically, I want to update a column to have checkbox checked for all the records the meet the condition in step 2. Can someone please assist

Hi, Two questions about Automations: I have a record in a table that is linked to multiple records in another table. I have a trigger set up that triggers when a record in table A matches a certain condition. This works fine. As the action, I wish it to update all records that a linked to the triggering record. This works when only a single record is linked in table B but fails when there are multiple. How can this be resolved? I have an Automation set up to send a Slack message to a channel when a new record is added to a table. This works fine when the record is added via a form as all the data in the fields is added at the same time. However, when a new record is added in Grid view, the automation triggers as soon as I tab away from adding data in the first field of the record. This causes a Slack message to be sent with missing data. Eg: “A new invoice for “” has been added with the cost: “”.”, rather than something l

I need a make an json request with my script, i think the error is body: JSON.stringify because the JSON and other data is working in another script. let response = await fetch(‘https://api.service.com/fb/sending/sendContent’, { method: ‘POST’, body: JSON.stringify(’ { “subscriber_id”: 3039330322761660, “data”: { “version”: “v2”, “content”: { “messages”: [ { “type”: “cards”, “elements”: [ { “title”: “Card title”, “subtitle”: “card text”, “image_url”: “”, “action_url”: “https://google.com” } ], “image_aspect_ratio”: “horizontal” } ] } }, “otn_topic_name”: “Driver” } '), headers: { 'Content-Type': 'application/json', 'Authorization': 'Bearer 1170be67ba0d10ac2158fb435fcd6d7

Hi, I send the form results through a Webhook to Airtable Automations and somehow, I can’t see all the data in the Airtable variable. For example: choices. Can someone help? The original JSON is pretty long but less than 100kb. Attached part of the JSON: Headers User-Agent: Typeform Webhooks Content-Type: application/json Payload { "event_id": "01F2RCN9Q5F24TTF2MY2G4FAB8", "event_type": "form_response", "form_response": { "form_id": "gfSaLT", "token": "tc3nuwsqelb7q8a5m82tc3n7nkr9a5zc", "landed_at": "2021-04-08T09:21:44Z", "submitted_at": "2021-04-08T09:22:54Z", "hidden": { "interviewee_id": "123123", "interviewee_name": "My NAME" }, "definition": { "id": "gfSaLT", "title": "Pre-Interview Form", "fields": [ { "id": "e2Hswr4jWPs1", "title": "תמונת פרופיל", "type": "file_upload", "ref": "a1c008b2-7a9c-42bc-9a6c-6e9afcb935a4", "properti

Hi everyone, I have a record called “projects copy” (its just a duplicate name) and I’m pulling projects which are linked to a member’s memberstack ID. I also have a table called “members” The members table also contains this memberstack ID. I would like to automatically update the “projects copy” table in other columns with the information from the “members” table, so that I can bring in their profile information, like picture, slug, username, email, etc. How can I do this?!

I have two tables: Table A: Populated from a form from an external source. It has 3 columns: Customer Name, Customer ID and Entry Date. Table B: Contains 10 columns of customer information, including Customer Name, Customer ID and Completed. Options for the completed field are Yes/No. I want to update the Completed field in Table B to “Yes” whenever a customer completes the form/a new entry is added to Table A. I’ve gotten close and can do it manually by creating a linked field of Customer ID, but is there any way to do it with an automation? I feel like I’m missing something simple. Thanks in advance for your help.

If I have 2 automations with the same trigger, is there a danger of one automation triggering first, which would prevent the second from triggering? Here’s my situation. When I enter a deposit amount into a client’s record (“deposit” is “not empty”), an automation does two things: update client status to “Unscheduled” send email to client I want to pull out all of my “send email” actions from other automations, so they are easier to turn off while working on the database. So, if I break that automation into 2 separate automations that both trigger on “deposit” is “not empty”, is there a danger of only one triggering?

I’m looking to have Base A’s Content duplicated 3 times into Base B. The reason being I’m using it for social media, and need the original concept record in Base A to be duplicated for 3 social media platforms in Base B. Each duplicate will hold the post content for the concept record and can have different publishing dates. The end result is to have the calendar show gather one publishing date for all three platforms.

I have 2 linked tables, CLIENTS and APPOINTMENTS, where I link an APPOINTMENT record to a CLIENT record, and can have multiple APPOINTMENTS linked to a single CLIENT record. Is there a way to sort the linked appointments in the client record? For instance, could I pull the next upcoming appointment from that linked field and put it in a separate [Next Appointment] field? Or, could I pull all past appointments to a [Client History] field? Am I thinking about this the wrong way, completely? Thanks.

Input Data: 3 tables Table 1: [People] where I storage information and classify levels of people to take care Table 2: [Task] where I create recurring task to notify me to take care for each levels people Table 3: [Interaction] 's junction table between [Task] & [People] which I create action for each person and linked to main task involve Workflow: 1/ When the Task in [Task] on time (Ex: CRM 6*) 2/ Lookup the people in [People] who have the same C

Hi there, I’m using Airtable for website orders and would like an automation where in one click two things happens: The field “Status” is changed to “Processed” for all items in that view A CSV immediately downloads all items in that view. I would appreciate the help. Many thanks! Blake

Trying to see if I can set something up as follows with automations: I schedule people into events. They may be scheduled into multiple events over the course of say a year. So I have Person A, who has a linked field to the scheduling calendar, and she is scheduled for events: X -1/1/21, Y - 2/2/21, and Z - 3-3-21. What I am trying to do is have a check in field with the options of “Checked In” or “No Show” that I could use day-of (and that would clear itself out after a day). So on 3-3-21, if Person A does not show up, I could mark their status as “No Show” and this would updated a second linked field (linked to the same tab as the entry for the event itself), called No Show, with the Z - 3-3-21 record. What I am having an issue with is being able to update only the most recent record and not having this automation assume that Person A is a no show to all three events. Is this possible? Any ideas on how I would achieve it?

Hello, everyone! I need some help with automations. Subject: there is a table with information on car insurance policies, in which, among other things, there are three columns with dates, as well as one column with the status of insurance. Three columns with dates - the dates on which you need to make contributions, i.e. make quarterly payments. The column with the status - everything is simple here: “active”, “inactive”, “will end soon” and “payment soon”. Accordingly, through automation, a certain number of days (21) before the onset of any of the three dates in the column, the status changes to “payment soon”. Then, I need to create a new record in a new table (called Insurance Tasks) through automation (only 1 new record, this is important!) In certain columns of which there would be several records (see screenshot). The problem is that when using the trigger “when the record meets the conditions” in the automation according to the insurance status condition (the tri

Is it possible to manage an inventory within Airtable and show a beginning and ending amount on a sales order form?

Hej all, I am currently trying to automate a flow from Webflows CMS to Airtable. What I have done is to automate a zap that send the collection data to airtable every hour. But now my problem is that all data is in one cell together but I want to have single records per collection item. Can somebody help me to automate so that out of this cell single cells with one item each are created? Thanks in advance! :slightly_smiling_face: