Automations

I have an Airtable Form setup which collects client info when the client is interested in scheduling an appointment. The form creates a new record in my database. I’m trying to automate sending an email to the client when the form is submitted. I would like to avoid using the “Record created” trigger since I will occasionally be manually adding records that I do not want to trigger the email.

I followed the Airtable tutorial on reminders to the letter: How to create a simple reminder – Airtable Support However, I’m getting an error, it looks like perhaps my formula is failing, although I copied and pasted it from the guide. Any ideas?

Hello, i want to use a output element from my trigger as a dynamic condition of a “find record step”. But this element is not there ! Here is the ouput after the trigger test : the produits_LAB is not empty and then I can’t scroll down. These are the only data available. any idea ? This situation is really annoying. i was not used to see bugs in airtable.

I want to incentivize users to create social proof for my brand, so is it possible to check for @me on a platform; record post ID, URL; and issue a verification so they can, for example, get access to a download?

I’m trying to figure out how to keep a View sorted in a chronological order. Initially, a client fills out a form online which collects their pertinent info and adds them to my database. After discussing the needs of my client they send me a deposit to get on my waitlist. I have set up a “Waitlist” View in my base that filters clients based on whether or not I have received a deposit. I would like the “Waitlist” view to be sorted in the order that deposits are received. Ideally, when I receive a deposit, I enter it into the “Deposit” field, which automatically adds it to the “Waitlist” view. How do I keep this view sorted in the order that deposits are added (or in the order that they are added to the “Waitlist” view)?

Hey maybe someone can help me. Im tracking Tasks with Clockify. I have a simple Task list in Airtable, where i want to write the complete Duration Time i have Spend on a task. (From Clockify) I want only write the duration to airtable if the project in Clockify is “finished”. There is no “finished” but there is “archived” , this could be an trigger. But unfortunately Zapier and Integromat dont have the trigger “Project archived” Question: How can i trigger an automation in clockify when i finish the project and write only the total duration to airtable? THX

Hi, while testilng i’ve accidently reached my 50k automations limit… what should i do to renew them? make a new workspace until the end of the month maybe?

Добрый вечер! Как сделать в AirTable автоматизацию. У меня такая задача, есть столбец заявки (в них падают заказы ФИО, телефон) и их надо перенести в столбец Клиенты, но сначала проверить есть ли такой клиент по номеру телефона. Копировать из заявки в клиенты я понял как, а вот как проверить есть ли клиент такой или нет? ] И на основе проверки уже создавать нового клиента или обновить старого с повторной заявкой

I have Table A, which has a field Containers. Containers can have multiple entries from linked table Container. Table B has a field linked to Table A, and a field Used Containers that can have multiple entries from linked table Container. When I’m in Table B, and I select an entry from Table A, I want to populate Used Containers with the values from Table A Containers field. Is this possible? Thank you.

Hello :slightly_smiling_face: I am trying to update multiple records at the same time with a single automation. Here is my setup: In the same table, I have one PARENT product that has many CHILD products, all being separate records. There is a “Link to another record” column in the PARENT, with a link to each of its childs. When I update some fields in the PARENT record, I want them to be copied back to the CHILD same field. Is it possible to setup an automation to use ALL the Records ID from the linked field? I tried simply adding the field with the links to the needed “record ID” of the automation, but it gives an error, as it expects only one. After trying many things, I have figured out that I might have to do the reverse and with the help of a lookup. I mean having each CHILD to check if the PARENT fields has been updated recently, then, if yes, copy it. This could probably work, but I would need to add a lookup for each field and worst, this would use a lot of automations and m

Hi, I was facing a problem when I tried to open the record link send by Airtable Automation to my email. The link does not bring me to the record in my mobile apps but it just stay on the home page of airtable in my mobile apps. Is it I’m the only one facing this issue?

Hi all - I set up an automation to add data from one sheet (Phil/Jennie check-in) into another (Tasks) automatically. When I test the automation out, it works, and the data is copied over, but when I let it run on its own, it delivers blank records. Has anybody run into a problem like this? Thanks!

Hello everyone :wave: , I’m unable to find the fied “email” that is linked to another table using a multi-select. Any help would be greatly appreciated. Thanks ! :pray: Antoine

Hi, I want to set up automations but ran into an issue I don’t know how to fix (see screen shot attached) I have no idea how to create a non-header row in the Airtable worksheet. I also thought rows in Airtable are called records? Thank you for your help, Steffen

Hey, I want to send mails with the Gmail Automation. But the problem is that the formatting is getting lost as soon as the mail is sent. How can I prevent the formatting from getting lost?

Hello! I’m trying to see if there is a way to send a grid view of a record automatically when a form is submitted. I can send all the relevant data using automations and send email, but the format of that email isn’t working for us. We’d much prefer the grid view that gets emailed when you right click on a record in grid view and select “send record.” But I can figure out how to automate that! Please help! Cheers, Nathan

Hi, I’d like to rebound on a question by @Javier_Growth_Lab which has not been solved and the topic closed. I have set an automation to send a mail to my base collaborators. It works for all of them but one, The email is correct and is associated to my collaborator’s account. I did not set any address restrictions and he otherwise can perfectly interact with and edit the base. So I am a bit lost, I’ve tried the automations step by step and it works for other users, but for that one collaborator, the run fail message reports that I can’t email non-collaborators - but he is indeed a collaborator. Thanks in advance for your lights Cheers Kevin

I have created two automations yesterday that were functioning perfectly. Even though I haven’t changed anything, today they were not working despite several attempts. I have deleted them and tried recreating them with the same triggers and for the same tables but nothing happens! I have successfully run the tests and turned the automations on, I’m not sure why the triggers are not working? I basically need: Every time a record is created in the table ‘‘bookings’’, the same record to be created in the tables ‘‘allocations’’ and ‘‘invoices’’. Thank you in advance!

Are there any automations where I can get the timezone output in a column (EST,PST,MST,CST) based on another column (city input)?

I have a handful of automations that run when a cell is changed (i.e. calculate a commission based on a commission table). It is extremely slow, sometimes up to 10 seconds to display the output in the result field. It seems that while typing the initial number in the first field, it instantly beings to run calculations in the automation. If someone types values in very quickly in multiple rows, it seems it can’t keep up, and we get some rows that don’t save correctly. AS if it’s calculating on every number they type in, regardless of whether they’re finished (tab to next row). For example, I type in Field 1) 100, 1000, 2000 (in three separate) rows to calculate a commission of 10, 100 or 200 in Field 2) in the corresponding row. Row 1 may show $100 in Row 1, but it calculates commission base on only $10 (missing the last zero). Row 2 may work, but row 3 may calculate 20 in Field 2 instead of $200. I can’t figure out how to get it to ONLY calculate once the entry in Field One is “saved”

I’m trying to use Airtable Automations to an update to a single select field that I use for status on my records. I cannot see a way to tell my automation to change the value in this field to one of the pre-defined possible values for my status field, so I tell it to just use the name of one of my values. The Automation then creates an entirely new status for my single select filed, with that name, so I wind up with a duplicate value in my single select field, and the record status is set to that duplicate value with an identical name, rather than to my desired value. This means that my downstream automations triggered from that desired status do not fire, because the record is set to some new status which is completely separate, even though it has the same name. How can I make my automation update the single select field value to one of my predefined possible values?

Perhaps I am just completely missing something but I have been attempting to set up an automated outlook email to send certain notifications to some of our customers. Most of the formatting I have been able to find in the link provided in the automation on Airtable’s markdown syntax. The only thing I am struggling with is line breaks. The documentation states that “Every line break will be treated as a hard line break”. When I test out the email by sending it to myself, I notice, that everything, regardless of how many line breaks I manually put in to the preview, comes out with only a single line break. Example: In the example above, ideally, there would be an extra space / line break between the statement above it and the word “Sincerely” itself. Just curious if anyone had a solution or additional information on this matter? Thank you for the help in advance!

Is this even possible? I’ve watched a ton of automation tutorials and can’t find an answer. From the Transaction Type: Order >Item ID field I would like to add this ID # to the Transaction Type: Shipping label >Item ID And pretty much do the same thing by updating the Transaction ID fields that are empty in the Shipping Label and Other Fee row, with the Transaction ID# that is in the Order Row.

I’m trying to adapt the code by @Bill.French used here to upload a single long text field’s contents as a markdown document to Dropbox. The automation is: Trigger: When a new record is created (records are created with nearly all fields filled at once, using Zapier, so the inputConfig fields are never empty) Action: Run script… // set the table name let table = "Piece Information"; let inputConfig = input.config(); let fileContents = inputConfig.showNotes; let fileName = inputConfig.fileID + "_" + inputConfig.fileName; let fileNameExt = inputConfig.fileID + "_" + inputConfig.fileName + ".md"; // set the endpoint and app token let dropboxEndpoint = "https://content.dropboxapi.com/2/files/upload"; let appToken = "<my app token>"; // set up the post options let postOptions = { method: "post", headers: { "Authorization" : "Bearer " + appToken, "Dropbox-API-Arg" : "{\\"path\\": \\"2021%20TC-RHDF%20Competition/ALL%20ENTRIES/"+fileNameExt+"\\",\\"mode\\": \\"a

Due to the current lack of granular access for field locking, I am looking for a way to access data in a field BEFORE it is updated, to compare the original value with the newly entered value - to lock out changes. The goal is to block modification to values based on the current date (lock out “old” records). What I’m doing now is saving the original data into an extra field in that table upon initial entry, then if that record is updated (using a view limiting records to prior dates), calling a script that checks the date, and if it’s before the current date, compares the original field’s value to the new field’s entered value in the DB, and then resets the new value back to the stored original value. It’s cumbersome and slow, but it does work. If there was an easier method to either “lock” a field based on a date, or to access previously-stored data for a field (i.e. history), then it would take fewer steps.