Automations

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 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 -

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!!

Hello! I have a rollup field that finds the minimum and maximum times that somebody has requested office hours, and therefore creates the start and end times that would go into, say, an Outlook Calendar event. I have confirmed that it is formatted like a date in the pre-rollup field, and it still asks me about how to format the date post-rollup. However, when I want to use these fields in the calendar event creation automation, the field is just blank and my automation breaks. Is there something I’m missing? I’ve tried also creating a formula field that takes the rollup field and formats it like a date, but again still get getting a blank field. It appears to work when I create a strictly-date field, but that defeats the purpose of my rollup. Any thoughts greatly appreciated!

Every time my script starts to find the specific record to work with it stops with an error. My database has 20k entries with 30 fields. There is no possibility to use scripting for managing records at all in such a case. How can I solve that?

Hi there, Hoping to get some help on setting up a base where all production tasks are the same but will need to be updated and changed out season overseason with new dates based on set start dates and set dates. Below is a screen shot of the excel example dates and when they shift season over season as well as a screen shot of the base I started. I feel it might make more sense to have two sheets one with task that reoccur each season then another with dates for when each of those tasks needs to start based on the season? Let me know if anyone can provide any guidance for how best to load in the in the data

I have dated element I am sending weekly with an e-mail automation. I cannot get them to sort according to beginning date. They are randomly sorted on the grid. Is there a way to fix this? Any help would be appreciated.

Hi All, I have an issue that I think would be simple to resolve, but so far has eluded me. I have a table with a status column with 3 possible options, that stack on each other. What I would like to happen is for the status to be automatically set based on 3 date fields. I have found a way to automatically concatenate the 3 status based on the 3 date fields, using a formula, which is great, but the issue is that this formula results in a string that does not play well with the chart “apps” and I cannot visualize the counts of # of records with each status. So I need the status to be in the multiple select format in order to be able to use them in the apps. But I cannot figure out a way to automate the population of the status the way I can with a formula. I tried to use automation based on the formula to fill in the multiple select field, but it only pulls in the “Acquired” status and creates blank statuses. Any help would be appreciated

I have a small hotel, and I wanted to calculate the number of stays each guest had with us. Is it possible that I can create a record like this and have the guest email and name as a variable for each column (see attached photo)?

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