Automations

Hi, Is there a way I can insert a clickable phone number into the “send an email” automation? If I just insert my phone number field into the email, it shows the phone number but it’s not clickable (no Tel: hyperlink) Thanks!

Hello! I’m trying to automate a process for my client and I think Scripts may be the answer. Use Case: We’ve built a purchase order system. Purchase orders populate on the purchase order table and the accounting dept decides when to pay them. When purchases for a vendor or vendors are to be paid, a batch is created for each vendor on a second table. So imagine if you will, a February Mastercard bill with 100+ purchase orders. In an ideal world, it would be great if we could select a checkbox (next to each Purchase order) and it FINDS or CREATES a new batch on the second table. If the batch has already been created, the act of checking the checkbox links the purchase order to the batch. If the batch does not exist, it creates the batch and links the first purchase order. Side note: Batches have two statuses (Pending and Complete), So if it doesn’t see a pending batch for the vendor it would create it. Is this possible? We are also using Zapier.

Hi All, I’ve configured an automation that insert info from form to a google sheet. This form has a file field. When updating de google sheet, images files can be opened without problems, but other filetype as pdf, doesnot work. Airtable show “File not found message”. Any idea? Thanks.

I’d like to optimize my automation by running the same automation whether any field is updated, but perform a change related to the updated field only. How can I know what field was updated from a script?

Im trying to remove notifications on individual activity feeds, does anyone know how? I know you can change it in settings in general, but I want to just take off certain notifications on some companies and not on others. Any ideas?

i am trying to figure out how to make the cell automatically figure out if I have made a gain or loss in money in a particular cell. Is there any way to make this happen?

Has anybody created a google chat message automation without having to use a third party tool like automate.io so send messages to people in your google chat when a new record is added or updated?

I am wondering if there is a way to create a filtered list from a table to create an ad hoc shopping list. For example, I have an inventory item list table with reorder points and reorder quantities. I would like to be able to take my tablet to the inventory shelves and when I see an item that is low stock, I would like a button attached to a script that would send the selected item to an isolated table therefore creating an order list for items needed. I thought about using a checkbox column that I could then filter for a list but there is no easy way to reset checkmarks for next count. Am I making any sense?

I’m making an automation right now and would like to nest a link (kept in 1 field) into the text of another field. Essentially I have the two fields I would need to do this in Slack here: But I would like to do this on the AT side so it comes out cleanly like it would if I did it in Slack. Slack formatting doesn’t offer a way to nest links with a text shortcut. Has anybody done this?

I would like to send out an email once someone has filled out a form but when I set up the email trigger, I keep getting an error. I have an upgraded plan so I should be able to set this up. Can someone please help?

I have one automation (A) that must fire before another (B) after I import records with the CSV Import app. Automation A addresses a unique field value in 1 record, and Automation B will run for all records imported, including the record updated by A. Is there I way I can force A to run before B? Thank you!

I have there tables that connect: Contact Log Students Contacts What I want is an automation (or a script, but I am just learning Javascript so I am not there yet) that when I link a student into the contact log table it automatically looks up that student in the contacts table and links those contacts into the contact log table.

I am wondering if anyone has a way to pause all automations for all bases with one button? and then can turn them all back on with one button?

I have created many successful automations, however most recently, when I try to duplicate an automation, I am getting errors when I run a test. The only thing I’m changing is the person who is receiving the notification, nothing else; nonetheless I’m getting an error saying “Message” refers to a trigger or action that does not exist. Help!

I’ve got some form data coming into a table, and I’m then using those fields from newly created records to search for corresponding records in another table. I was mystified why the automation was sometimes bombing, but I’ve determined that stray trailing blank spaces are passed by the form, and will cause a string match to fail. I realize I could add a formula field to then ‘TRIM’ all of these strings coming in from the form, but gosh that’s kinda sucky to create duplicate formula fields for everything. Is there a better approach that I’m not aware of?

I have 3 tables: 1 - Incomes, 2 - Outcomes and 3 - Monthly reports. I’m trying to link new records in tables 1-2 to the appropriate record in table 3. in tables 1-2 I have a formula field which gives year and month (e.g. “2021 01”). The 1st column in table 3 is “YYYY MM”. I created automation that trigger in new record in table 1, finds the matching record in table 3, and updates it with the newly created record. And it worked as planned! When I tried to do the same thing on the 2nd table I encountered the problem in the picture - I can not insert the record to search by. It only allows me to enter the metadata of the record (only length is available). Any ideas what the issue might be? Do you know what are the criterias for inserting record’s field in the automation? Any thoughts will be highly appreciated!

I would like to sort the list of automations in order to harmonize it with our work flow. Is that possible? Thank you Klaus

I Think this may not be possible, but I thought you all may be able to help. We do food with a menu that has different portion sizes based on age group. (Daycares). The daycares, (state funding regulations) need calendars from us that reflect the serving sizes of each menu item. We have a couple tabs that house the basic information for the items and have two separate columns-1-2 year old portion size and 3-5 year old portion sizes. We use linked records and lookup fields to create a 1-2 year old menu tab and a 3-5 year old menu tab (separate tabs), so the calendar view can be a FORMULA which includes the pertinant information for the age group (See YoFreshFood.com/alta) Where we are running into struggles is if we change something on the 1-2 year old tab , we also have to make the change to the 3-5-year-old t

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?