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  • 5,187 Topics
  • 16,131 Replies
5187 Topics
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Andrea_ManeyParticipating Frequently
asked in Automations
Automation using Update Record not working

I’m trying to use an automation to look for a record in one table to update a record on another table. I’ve created a form that I’d like my team to use to update students testing status (Yes/No) I tried to set up the automation with a Trigger on a new record created on the Test Update table I’d like to use the student name on this new record from the Test Update table and look up their info on a separate table to update their Test Status. It looks very easy to set up but I must be missing something obvious because I can’t get this to work. The trigger appears to be working, but in the update step, I get an “invalid input” error. Attached screenshots of how I set this up and the error info.

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Michael_AveniloNew Participant
posted in Automations
Daily Currency Rates Update (script automation)

Hi there, first of all, I’m glad to join Your community! I’ve started exploring scripts yesterday and would be glad to catch some tips from the community :grinning_face_with_big_eyes: So… I’ve copied the Currency Converter Script to my Workspace, Adjusted it to my needs and synced it to my main Base. And now I want it to Update Daily! :smiling_imp: After some exploring I came up to a conclusion that this automation could work when a Currency enters a new view. therefore, i’ve created a new table with the desired Currencies needed to be up to date, attached them to a Date field, added Today field with the formula Today(), and automated it to update whenever the Date is not today. I’ve created a filtered view to show only today’s Date, Launched an automation to run whenever a record enters this view And added the Currency Converter Script. And… Got an ERROR Dear community, Tell me please, should I add this Task (Check for new rates) to my Daily routine, Or this ERROR can be fixed? T

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Brite_AdminInspiring
posted in Automations
Automate running Twilio Block everyday at 10:00 a.m.?

I followed Provonosts tutorial on setting up a scheduler in AirTable but hit a roadblock. It looks like the actions available allow you to run a script but do not include running an App Block like Twilio. I have a view set up that I want to send a text to anyone in that view every day at 10:00. Is this possible? If it can’t be done directly, Is a possible workaround to create a script that runs the Twilio Block? If so, I have no experience in writing the needed script so any help would be appreciated.

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ScottWorld
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Mark_Taylor1New Participant
asked in Automations
Triggering automation on date

new to the program and I’m trying to trigger an automation to run 30 days prior to a date (birthday) in order to send a postcard. I’ve set the to trigger when “record matches condition” and the condition to birthday (date field) is one month from today. It will only trigger when the year matches 2021 (one month from today) Do I have to strip out the year from the birthday field in order for it to trigger?

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ashley_asheKnown Participant
posted in Automations
Automation- Linking back to records from previous automation

With the help of another Airtable member, I created a 3 table base: Projects, Tasks, and Subtasks. When a record is created in the Projects table, the automation populates 8 different tasks on the Projects table and in the Tasks table, and up to 5 or 6 different Subtasks on the Tasks table and Subtasks table. Each Task in the Task table also automatically links to the Project just created. I’m having trouble automating a link to the Project on the Subtasks table because I had to create a separate automation for each Task and Subtask (too many Tasks and Subtasks for 1 automation). Therefore, simply linking back to record is not an option. I tried adding an action on the first automation (When a record is created in Projects) that linked the Project column in the Subtasks table to the Project table. That did not work - because that automation came before all the Tasks and Subtasks were populated, it doesn’t connect with any Task or Subtask. Attached are screenshots of each table. The Sub

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Jose_MendezNew Participant
posted in Automations
Automation - Copy fields : limited number of fields you can copy from

Trying to copy one field to another in the same table as stated in this article Update record Action – Airtable - Support I got a Received invalid inputs error message

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Liz_HoltzmanNew Participant
posted in Automations
Create Record Automation Not Working

New Airtable-r here. I am trying to build out a new base with a few tables within it. The goal is to create an automation where based on the update of status, a new record will be created in the respective table. I’ve set up the automation trigger as “when record enters a view” and created a filtered view for each status selection. The Action is set as “create record” and set to the appropriate table with fields selected. All the tests are running successfully, but the records aren’t populating in the tables. HELP! What am I doing wrong here?

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Rohan_BansalNew Participant
posted in Automations
Sending an email if 2 or more selected in Multiple Select

Hi! I’m fairly new to Airtable, and I have a question about the automations. I’m building a form with a multiple-select field. I want to send the user an email IF they select two choices or more. As far as I can see, this isn’t a valid trigger in the automations window. Help is appreciated!

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kuovonne
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Giovanni_VazqueNew Participant
posted in Automations
Looping through all fields that ARE NOT empty and appending to Long Texrt

Hi everybody, I’m using a form view for each of my tables that end up creating somewhat of a customer support request. A customer would fill out this form, we’d then turn that record into a JIRA ticket. Because there are no automations that currently work with JIRA Server as well as they would with JIRA Cloud, I’d like to run a scripting block that checks all fields that are not empty and append the field name and it’s content to a Long Text field on the record. Example: “What you like to do X(FieldName): Yes (Content of field)” The Long Text field would allow me to just copy and paste all non empty fields and their content into a JIRA ticket’s description manually. Would like to know if this is possible or if I should look into something else?

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Anita_ChengNew Participant
posted in Automations
Syntax for linking multiple records while updating a record?

I’m using a trigger where a record created in a table (a “campaign”) updates a field for 5 records (“pages”) in another table. This works. Now I want to link those 5 records to the new campaign record. I’m not sure of the syntax to use when separating the links. Either Airtable makes a whole new page record with all 5 page names concatenated (spaces), or only takes the first page name (paragraph break). I tried this with record IDs and same deal. The help text suggests this is possible (“Choose record(s) to link to, by entering record IDs or names.”), so I might be missing something obvious!

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Kamille_Parks11
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Steve_McCormickNew Participant
posted in Automations
Auto-Link newly imported records to appropriate Partners

Greetings Airtable Community. I am working on a CRM for our referral business. I would like to have an automation that links the new months commissions with the appropriate Partner without having to go through and manually link the name. I start with a new Automation, the trigger is a new record is created on import. What scripting can I start with to query the table, match the MID, and then enter the partner if the MID matches all within the same table. Hopefully the screenshot helps explain.

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Julian_E_Post
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Doug_SacartoNew Participant
posted in Automations
Google sheets sync

Exploring AirTable for use with Google Sheets. I do not understand the built-in option for Google Drive connection. It seems to provide for 2-way syncing: If Sheet is updated then the connected AirTable base is updated. It also sounds like updating the base (with a form entry) would also update the G-Sheet. I’ve set up the connection and used the Google import to create a base from a Google sheet. But I am not seeing synching in either direction when I edit the G-sheet or when I update the base with a form submission. Maybe there is another configuration step I am missing (maybe scheduling frequency? I looked but have not found that setting.) But other posts outline using 3rd party connector services (Zapier, Integromat, etc.) to do this. Can someone clarify what synching is provided by the Google Drive connection in Airtable ? Thank you!

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Tiago_RelvaParticipating Frequently
asked in Automations
Email multiple attachments

Hello. I need to send, once every month, the attachment (it’s always a pdf) in a particular cell from all the records that appear in a particular view. I can’t seem to Integromat to find and send the Attachment file… Any help?

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Joseph_BoernerNew Participant
posted in Automations
Identifying and updating existing records

Hi all! I just started using Airtable today, and my mind is spinning with all of the automation possibilities! I am stuck at the moment and could use some guidance- any help is greatly appreciated- thank you in advance! I’ve created a base that I am using to track the progression of people signing up to be a guest on a podcast. Here’s the desired workflow: We enter the names and email addresses of people we want to be on the show into the base. Once someone says yes, that contact record is moved from one status to another within a kanban view. I created an automation that triggers when the record is moved from one status to another in the kanban view. It sends an email with a link to a form. My issue is that I don’t know how to have that form update the current record that we created in step one, as opposed to creating a new record. Thanks for any help!

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Databaser
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Sam_LeeNew Participant
posted in Automations
Autopopulate a link to a Slack message created as part of an Automation

Hello :wave: Does anyone know if it’s possible to autopopulate a field with a link to the Slack message created as a result of a Slack automation?

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Faculty_SchedulKnown Participant
posted in Automations
Send Email Action Conditionally

Is it possible to only complete an action based on the output of a previous action? I would like to run a script when a field is updated, but I want to send an email based on the output of the script. If the script runs and doesn’t find any conflicts I don’t want to send an email. In this case I don’t really see a way to break out of an automation or send an email inside a script other than using outside API calls. How would you accomplish this? Would Airtable throw errors if I just put in a blank email in the to: field so that the step is executed, but it doesn’t actually send to anyone?

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TWuInspiring
asked in Automations
Automation triggering scripts - cannot get the actual record

Hi everyone, I’m trying to write my first automation and could use your help with some basics. I need to use an automated script to modify multiple fields of the record and then I also need to take values to manipulate. The script below throws me the following error: TypeError: Invalid arguments passed to recordQueryResult.getRecord(recordId): • recordId should be a string, not undefined at main on line 4 I have an input variable defined: name: ID id: record (Step 1: Trigger) | Record ID Then my script looks like this: let table = base.getTable("Books"); let pitch = input.config; let allrecords = await seriesTable.selectRecordsAsync(); let record = await allrecords.getRecord(pitch.ID); await table.updateRecordAsync(record, { 'Status': 'Cancelled' }); let title = pitch.title;

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James_WalesNew Participant
posted in Automations
Automations for Birthday Notifications in Outlook

Hi! I run a travel company and we have lots of client info loaded into airtable, including peoples dates of birth. I want to set it up so that I get a notification in my outlook email on the day it’s one of our clients birthdays. Is this possible? I’ve tried using the date field, but obviously peoples DOBs are in the past, so the dates don’t match up with our current calender to get notifications. Thank you!

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JonathanBowen
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Avana_VanaInspiring
asked in Automations
Simple filter script keeps timing out?

UPDATE: See my last post for the ultimate solution. I came up with some inadequate solutions earlier in the post, so save yourself some time if you are looking up how to generate random items from a linked field. EDIT: to make this more clear for future readers—I was trying to do this in an automation script. It worked as a script app in Airtable, though my final script below is much more performant. I make heavy use of scripting in Airtable, as well as the API, and I am pretty comfortable with using both, but this simple script is kicking my butt for some reason… it either hangs after running for 3000ms CPU time, or quits with an “unexpected error”. At one point it also threw a “syntax error”, even though there is no syntax error, and that error went away on its own without me changing anything. AFAIK there is no way to ‘select’ records with a filter in Airtable Scripts, before fetching them all, so you have to select the whole friggin’ table (even if it’s 6000 records), and then u

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kuovonne
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Illan_ZEMMOURNew Participant
posted in Automations
Gmail automations don't work for me

Hi all, i’m new to airtable I try to send an email from gmail but 1 have 3 fields missing in the received email + an unreadable date / time format Could you help please ?

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Paul_PlumeNew Participant
posted in Automations
Automation | Adding attachment instead of replacing it

Hi everyone, I was delighted to discover recently the automation function within airtable, allowing me to remove part of the automation I had with third party providers (Zappier mainly). I am however unable to solve one specific automation : I have a database with a unique line for each of my customer with its details and linked documents. Each customer is delivered a unique line in the database with a specific ID Each of them is also provided with a link to an airtable form that allow them to send me documents (in form of attachments) that I need (ex. copy of ID, copy of birth certificate, etc…) They provide these documents throughout the year and not in one time. That is where I created the automation : 1- It takes all the attachment from the new record (each time they add a document, its create a new record) 2- it copy and past these attachments in the relevant fields in the main customer record 3- it deletes the new record used in step 1 to keep the database clean. Zappier added

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Kamille_Parks11
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Caleb_HubbarttNew Participant
posted in Automations
AWS CDN links expiring to fast for automation

I have a simple automation for a Pinterest automation. Pulls records from a field as it enters a view and pushes to a google sheet. Which is then picked up and pushed out to Pinterest via IFTTT. What I can’t figure out is why sometimes the attachment (image) URL is sent out as an AWS CDN link and sometimes it’s sent out as a dl.airtable link. The airtable links always work. The AWS cdn links work sometimes. More often that not I get an error that the image is no longer available. It’s the like the cdn link expires too quick for the automation. My push automation from google sheets triggers on when a new row is added so we’re talking about seconds here. Anyone have any guidance here? This is frustrating me to no end. My automation is almost there!

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Martin_KranzInspiring
posted in Automations
Populating Linked Field fails via Automations (due to duplicates and/or new entries)

Hi there, I am struggling with an issue for over a week now and decided to ask for help. In my base, I have a linked field pointing to another table of search keywords, describing the Product on the main table. These keywords are being populated by multiple sources, firstly being Google Vision Block that writes image keywords into a text field from where they are supposed to be added into the Keyword Fields via Automation, secondly users manually entering keywords in the Keywords field itself, and lastly users who enter keywords in a separate field called Bulk Keywords, simply because filling down a separate column by hand is much much easier than adding the same keywords in many fields which already contain information, simply because copy&paste would cause this to overwrite the existing information. So far so good. Up to recently, i had Zapier going merging all of these fields into the main Keyword, which was working fine but was very very slow. I wanted to make this work within

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Yongjoon_KimNew Participant
posted in Automations
How to pass event parameters to AWS Lambda function in Automation Script?

I have an AWS Lambda function written in python that is initiated by a Zapier trigger that I set up. As I pass some input parameters to the function in the Zapier trigger, I can access to the input parameters in my python code by using variables such as event[parameter1] . It perfectly works. I’m trying to access the same Lambda function in Airtable Scripting environment. In order to do it, I set up an API Gateway trigger for the Lambda function, but I can’t figure out how to pass input parameters in the vanilla JS environment. Below is the code that I have, which gives me “Internal Server Error” . Your help would be definitely appreciated! const awsUrl = "https://random-id.execute-api.us-west-2.amazonaws.com/default/lambda-function"; let event = { "queryStringParameters": { "folder_id": consFolderId, "email": email } }; let response = await fetch(awsUrl, { method: "POST", body: JSON.stringify(event), head

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Jeff_BrownNew Participant
posted in Automations
Updating records to public names

Hey everyone! I need some assistance. We have automations linked from an external scheduling website Calendly. When a record is created there it updates on Airtable and assigns a person to interview them. Here is what I need to do: When that record is created it makes a new table for me with all the information and interviewer In that table I need to update or create a new list that links that interviewer ( we have 3 separate ones) to a public name so first and last names are not listed in an email automation I can not for the life of me figure out how to get it to automatically find the interviewers record and create a field with just their first name so I can link THAT in an email. Any help would be awesome. Thank you!

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