Automations

I would like to send someone a copy of a base I have set up and include all of my automations. Is this possible? Thanks!

Hi, I would like to create an automation that checks if one field (number) becomes equal to another field’s value then it riggers something. Is that possible? I only see in the condition to input a value but not select another field thanks a lot

Im trying to use a single automation to look for records with a bunch of basic filters, then below that in 2 individual “FIND RECORDS” steps, I am adding a filter to the triggered record by using the find records where a secondary key = the secondary key from the trigger, + a bunch of extra filters, followed by individual “update records” steps for each of the individual “find records” steps. This works, and works perfectly well when I test each step, but for some reason its just not working LIVE and I have a theory and would like to know if my theory is correct. my theory: If the first “find records” filter is a miss, I think the entire automaton stops there and doesnt bother moving on to the next “find records” filter step. Is that the case? Im doing all this becasue othewise I need lots and lots of automatons to produce a fairly basic automation updating one singel field, which airtable wants extrra $$$$ for which is unreasonable.

Hi, I have a problem with my code. I have tried to limit linked records to specific view, but the view must change based on the chosen record from the previous column. My problem is how to change column->options.viewIdForRecordSelection? Here is my code: let table = base.getTable("_Zlecenia"); let field = table.getField(“Technik”); let result = await table.selectRecordsAsync(); let value = input.config().Nazwa_Projektu; console.log(table.fields[7].options.viewIdForRecordSelection);//this is the field that I want to influence on? let _tableT = base.getTable("_Technicy"); let view = _tableT.views; let num = 0; let valueId = ‘’; let replacements = ; for(var i=0;i<view.length;i++) { if(view[i].name == value[0]) { valueId = view[i].id; //take the id of view I want to change on num = i; replacements.push({num,before:table.getField(“Technik”).options.view

Hi my master records are properties and I cold call the owners. Multiple properties have the same owner so when I update my notes on an owner I want all of the records with the same “owner’s name” to be updated as well. Please help

When I try to add a field to my automation or to add an attachment the whole automation pane blanks out and I have to close and start again - I’ve tried clicking on the + to add a field and also just to start a ( to prompt field generation but nothing seems to work PS. I’m on free version if that’s a factor

Hi, I’m trying to add an automation to a “Team” table (each person is a record) that is linked to a “Tasks” table. The tasks are manually linked to each person in the Team table and the automation I’m trying to add is one that should send a customized weekly email to each person in the team with a count of how many tasks they have assigned to them a personalized link showing their tasks. The messages aren’t a problem, but when I add the automation, create the trigger, add the send an email action, and then click the little blue “+” to insert the dynamic information of each person’s email with their customized message, there is no option to select data/fields from the table, the only options are time related from the weekly email trigger. Thanks!

I am trying to build a Project Plan and Gantt Chart and I am entering a duration for each record + a start date. How can the end date be automatically calculated? Also, If I change the duration time for a record, the end date needs to reflect that change. Thank you

Hello, I have an issue which I will try to explain through the following screenshots: THE SET UP I have have a 3 Field (Column) Table with the following fields: (Name, Company and Re-Orientation Status) The AUTOMATION - Trigger Condition The trigger: When Re-Orientation Status is Overdue The PROBLEM When I test the trigger, only 1 record is found; however, the table above clearly shows that more than 1 record meets the trigger condition. Please advise on why this happens. Is there any way to fix this?

Hi, New user to Airtable here, so any help would be appreciated… What I’d like to do is every 12 hours have an external API call to update my base; is this possible using the ‘Automations’ feature of Airtable, or do I have to use something Zapier?

Hey there, We are planning to import through the airtable api, to trigger different automations. We are considering to import into one main table for any new orders with details like email, order_date, phone_number, etc. Since we also want to filter automations for certain updates (eg. order cancelled), we were planning to have separate tables for important updates. Between each table order_id will be the primary key. We would like to have a new table where we join the data of select columns on order_id similar to a join in sql. Is this possible with airtable? If not are there any zapier automations for this? I tried the lookup function, but we will be working with largish sums of data and require absolute precision, so manually updating is not an option for this use case. I wrote about another option we are considering of importing relevant data like a csv, which might provide more context:

I have a client database that automates emails when certain conditions are met. Occasionally, I am manually entering data that would trigger an email automation unnecessarily. I would like an option to suppress that instance of the automation. I thought adding a “suppress email” checkbox field, along with a condition “suppress email is ‘true’” in the automation would do it, but it seems that as soon as the box is unchecked, conditions will be met and the email will send. I wonder if there is some way to trigger the automation without actually sending the email, but would then reset the checkbox to “false/unchecked” Does that even make sense?

NEW trigger and NEW action available in “alpha” mode for automations! New trigger: “at scheduled time” New action: “find records”

Hello there ! and thanks in advance for your kind replies … I have 2 tables 1 for contact “contact”, the second for “CRM” I have an automation that when a new contact is created on the table 1, i create a new entry in the CRM table. It works well … but ! If on the forst table I change the "product of interest, i will get a duplicate on the CRM table … ;( is there any way i can fix this ? I was thinking of creating a new automation for update record but i’m not sure it will work … thanks !!

I need am looking for a way to add a new record to my quickbase application when a record in air table is created. I think there may be a few ways to accomplish this: Can I connect the two apps to do this? Is there a way to send an email to populate quickbase Is there a way to generate a spreadsheet to import into Quickbase of new airtable records on a regular basis?

Hello there, I’m trying to create an automatic process in air table, let me explain to you and find out if you’ve got solutions for me :slightly_smiling_face: I’ve created a Typeform, in this type form people can subscribe to some events, each person have to write down is e-mail in it. I linked this typeform to airtable, like that i have a database of their responses. So in it we’ve got several informations, including their e-mail and which event they want to go. What I try to do, is send them an e-mail with the link of the zoom event they subscribed. One mail right after the subscribing and one mail one day before the zoom event takes places. Do you know how I can make process automatic, send automatic e-mail with the right zoom link depends on what event they subscribe. Thanks if you can help me, that could save me a lot of work !!

Hi, I’m very new to airtable so sorry if this is a redundant question but I have an existing google form with a lot of responses in it and I would like to keep using the google form but I would like responses to be uploaded into a base in airtable. I tried setting up an automation with it linked that specific spreadsheet and when I test it it seems to work great but when I input a new submission into the google form the response is showing up in the corresponding google sheets but not airtable. What am I doing wrong? Thanks in advance!

I was wondering if anyone has figured out a way to automate an email job that includes graphics from the airtable “chart” app. The goal here would be at the end of every week to give the team a visual update but without having to go in and screen shot the charts and email them manually. If this can’t be done via the Chart app but there is a way to do it, I’d happily work with that.

Hi there, is it possible to append a timestamp to all files when they upload? For example, if a user uploads a file like this: my_file.pdf then it would automatically be renamed to something like this: yyyymmddhhmmss-my_file.pdf (i.e. 20210313182406-my_file.pdf) Just to pull back and explain my rationale: using a formula field, i need to compare the upload dates of the files to the current date, related to a proof-of-residency solution i’m attempting to build. Thanks for any help!

I have a form that isn’t generating a record because there’s no date field in the form. Airtable

Hey to all of you, I’ve been working on a Airtable Google Sheets Integration the last view days and am struggling with the multiple select fields. What I’m trying to achieve is slotting the values of multiple Select fields of Airtable to individual cells in Google Sheets. So I have a column called “prime_1” which has 10 possible select options and I have a Google Sheets doc with columns “prime_1”,“prime_2”,…“prime_10” and depending on how many answers were selected in each row I want the first value (of the Airtable Select box) copied in “prime_1” in Google Sheets and so forth. I have already tried achieving this with Integromat and I can see that they register the Airtable column as an array however the individual selects are just meshed as one value and I can’t access them individually. Does anyone have any idea how to solve this? Here some pictures of the current setup the first ist the Airtable Setup, how Integromat renders it and thirdly how it i

I have a daily automation where I do find records, which outputs a list of records, I want to update a field (its a single select status field). But my current automation only seems to work if the find records outputs exactly one entry. If I have more than 1 entries, then the “update records” action gives me an “Received invalid input” error. I want the update function to run on EACH of the records found by the find function. But I am unclear how I’m supposed to change the Record ID field to reflect that.

Hi! Is it possible to create a “link to record” that automatically updates when there are the same two fields in both tables (eg.: User Name) Because it seems if I create the linking that I need to click in the field manually in order to connect the rows with the same user. Thank you!

Hello there, first time on the Airtable forums. We really want to figure this out and figured someone around here may have some wisdom! We use Airtable for our real estate business and would like to find out how we could have a small app that simply tracked # of sales we got under contract in the month, and number of sales we purchased in the month. We track the dates of when we get a property under contract, as well as a date for when the property is purchased., in an Airtable base. We would like to use these dates to create a visual ‘counter’ of sorts that we can look at for motivation during the week ie. we can see how many properties we got under contract for the month, or purchased for the month, at a glance . Thanks in advance for any thoughts!

Hi! So I’ve been setting up a new automation to see if i can get notifications when it’s been x amount of time since I’ve had a catchup with someone. I checked out the tutorial here It’s worked fine when I’ve done the test, my only issue is that it seems to only notify me about one record that meets the criteria, as opposed to all the ones that do. Any idea how to work around that? Also, how long after setting up an automation will it kick in? Thanks!