Automations

Hi all Situation: a) company has mechanics that need to check their tools every month. When something is broken or needs replenishing, they fill out a AT form. Input comes in a table. Tool and supplier are linked records. They want to send an auto email to the relevant supplier(s) after changing a status to “order”. b) company has a warehouse that is checked every so often. When a stock supply is needed, they scan the item, en add the quantity needed in AT. With some formulas calculating when an order is needed, they want an auto e-mail to the relevant supplier(s). Challenge: The AT part is no problem, but I don’t want to send out individual emails to the different suppliers. So I tried the “digest by Zapier” to collect all input and have only 1 digest send to the suppliers at the end of every week. The challenge is: how do I split up the digest per supplier? I could use “paths by Zapier” to first select every supplier and then do the digest, but every time a supplier changes, that see

I am creating an editorial calendar. I want to repeat content from year to year. What’s the best way to duplicate monthly content over into the next year? Thanks.

Anybody figured out how to update a specific cell when another cell changes? The trigger cell and the destination cell are both in different tables but same base. (Actually the same method scenario can be applied when the trigger cell and the destination cell are in the same base). The issue is the specific trigger cell can’t be defined in either the “When record is updated” trigger or in the “When record matches condition” trigger. The reason for it is that the Trigger can’t be specifically tied to a specific cell. Without defining what specific cell Trigger should watch, the Action “Update Record” will only fill in the value from the 1st record of the field that the Trigger watches. So while the Trigger field (in Table 1) changes, the target field (in Table 2) gets updated with the value from the 1st record of the Trigger field (from Table 1). What I would rather want is the value updated comes from the specific cell in Table 1 (Specific record ID of the field the trigger watches).

I just made an amazing discovery that is opening a world of possibilities with Airtable for me. Up until now, one of many ways that Airtable was and is different from Spreadsheet application is in the inability to reference specific fields (e.g. variables) and trigger changes across all records in multiple ways. Maybe this is nothing new and you all have long consider it normal, but I have to admin it is new discovery for me. Here is the requirement: I want to have a variable, which when I change, that variable will 1) replicate across all (***or only select) records in the table and 2) will modify values of many other fields in additional target fields in all records in the table. Normally this is easy in Excel but in Airtable it’s not as straightforward. The way I solved it is via: two additional tables (Table 1 and Table 2) two additional automations In the MAIN TABLE of my base I added a new field called TRIGGER Created new table in the same base called TABLE 1 In TABLE 1

I’m looking to use the suggested Mark Duplicate script within the scripting app. I copy and pasted the script, ensured I had the linked “Duplicate of” field made (or at least I think I made it properly :rofl: ) and yet I get the error: TypeError: Invalid arguments passed to recordQueryResult.getRecord(recordId): • recordId should be a string, not undefined at main on line 14 Click to see the script provided within the app // the table to check let table = base.getTable(“Feature requests”); // the record we’re searching for duplicates of. // we need to create a ‘recordId’ input variable connected to a record trigger let config = input.config(); let recordId = config.recordId; // the field to save duplicates in. this should be a self-linked record field let duplicatesField = table.getField(“Duplicate of”); // query the table and find our record according to its id: let query = await table.selectRecordsAsync(); let record = query.getRecord(recordId); // search for duplicates let fou

How can you send airtable updates to someone’s personal slack, pinging them instantly when they’ve been added as a collaborator. So far, all updates will be sent to a channel but not individual slacks.

Why, when creating automation, the test runs on the first line of the database? For example, if I created automation to send a letter, the first person in the database gets it every time if I make a change.

I have an automation set up to trigger when a single line text field in a new record is empty. The empty field is then populated with some text. The trigger works as expected when a new record is added directly in the airtable base but when an entry is added via a form, nothing happens. Any thoughts why this is happening?

Is there a way to set a timer on an automation? For example, if X happens, wait 30 minutes, then do Y. If not, a current_time() function could be really helpful, or both.

Hi there! Maybe someone can help me with that… I am trying for the first time the automations. I have created a simple one: When a record is created (in a base) > Create a record (in another base). And I added 2 fields to fill in automatically. The issue that I have is that the automation is working randomly. And I am getting emails saying : Something went wrong with an automation. Unfortunately, the email is not saying where it went wrong, so I have to look at all my records to find which one is missing. Anyone else is having this issue? Is there anything I can do?

New user here, how do you set up an automation to move completed projects from a main view tab to a completed tab?

First time I’m running the native automations and not sure what’s happening but the data from Airtable lands in completely different columns than the ones mapped. Anyone experienced this?

Hi, I have a field with 3 drop down statuses. One of them is ‘needs review’. I want to setup an automation so that when a date is met, the status of the relevant field is changed to ‘needs review’. The question is, what is the ID of the record I want to update? When I choose the ‘review status’ field, the options I see are ID, name and color. Is it ID or name? I’m not trying to change the name of the field. I’m trying to update the status of the record.

Hello, I’d like to create an automation that adds to the existing contents of a multiple-select field in a set of records that meet certain conditions. So far, I only seem able to create an automation that replaces the contents of a multiple-select field. Can any one advise as to whether this is possible, and how? Thanks! Brooke

Hello, guys I have trouble with automation. When I use ‘Google Calendar: Create Event’ action, and ‘All Day Event’ option is checked, I see unexpected notification options in created calendar event, instead of All-day event notifications I see notifications for not All-day events. Something like this: My setting in the Google Calendar:

Hello all, having some issues with some automations I created and needing assistance! 1st Automation type is triggered by when a record matches conditions for the field “follow up date” is on or before tomorrow to send an email reminder as the action. The goal is to have the email reminder send on date to be sure followed up in timely manner. 2nd Automation type is also triggered by when a record matches conditions for when specific fields are not empty and assigned to a specific collaborator to send an email alert to that collaborator to follow up. Originally all of these worked fine, the tests ran successfully and we received the emails for a few weeks and now nothing is coming through. I am not sure if something was changed or if I need to start from scratch again. There have been no errors or alerts that something is wrong. Maybe I do not have the right conditions triggered or should be using a different type of automation? Any assistance is greatly appreciated.

I’ll do my best to explain this as well as I can. I have a table with users and a table with invoices Depending on how many users are active (linked) on an invoicing record the price changes. In most scenario’s (99%) all users will need to be on an invoice. Currently, I have set up a form to create a new invoice (a new record in the invoicing table) that requires a manual select of all the users. Ideally (for now) I would like to automatically add all user in the user table to the record on the invoicing table (linked). I have been looking into the ‘update record’ automation but I can’t seem to find a way to auto-select linked records in there. Is there a way this can be done?

Hello! I’m testing the automations avaible in airtable and I’ve noticed that the email action doesn’t read html format. I wish to know if it’s possible the implementation of this service. Another question about the automation is about any partnership with a e-signature platform.

Hi! I have an interesting problem I’m trying to solve for. I have users who belong to groups and each group has a quarterly fee (can change). When the group owner creates a fee, I need to create a balance for each of the users in the group based on their percentage ownership. They’ll need to be able to pay the fee, then be marked as paid. My first thought was that the group owner could create the transaction and I could use automations to increase a balance tied to each user, but I couldn’t figure that part out. Any ideas? Thanks in advance.

Hello, I’m new. I have one table that has all my tasks. With a field called “Task Status”. I have another table containing People With the fields of “First Name” and “Email”. Which is linked to My Task table, under the name field name of “Business Contact.” I’m trying to create automation when I make a task status change in my table. Airtable automatically sends an email to only the person who is assigned to, under “Business Contact”. So far no luck.

Hello @ll, I’m not a programmer and I’m a bit lost creating my first script. I would appreciate any tips or help: I have a table for product stock, with several fields but quantity is the most important. In another table, there is a link to this first table item’s name and I created a form to record in/out’s. How would be the script so when you fill the form with a +/- quantity it’s add/susbtracted to the first table quantity field? Thank you so much, Angel

Hi community - I have a really simple automation configured that when a form is submitted to the “Onboarding” table 2 records are created. 1 - A contact in the People table is created (works fine from form details only 1 record created) 2 - An Organization is created in the Organizations table. Here is the problem I get 2 Organizations created, 1 with no values except the Organization name, the second record has all the values from the form. I have disabled automations & submitted the Onboarding form & only the single Onboarding record is created. I then enable the automation & suddenly 2 records in the Organization table are created. I have attached screenshots of the record creation steps in the automation. I cannot see a duplication in the automation process. I took any Integromat/Form software third party scenarios out of the equation & use a native Airtable form & it still duplicates the new Organization record. Any help is appreciated. Cheers Brad

Hey guys, I’m trying to develop an app to keep track of employees schedule (entrance and exit hour). With that, build an application to show the employes that are working and absent. I have two tables: The table were I have the information of the employees. The table of attendance, in this table a field is link to table 1. My question is, can I make a formula that return TRUE if the worker is in table2 (which is filtered to only show the records that have the date of TODAY), and FALSE if it isn’t. If you need any extra information about the tables, feel free to ask. Thank You :slightly_smiling_face:

Hi, Thanks for taking the time to read my comment. I’m using Airtable to create meetings between people. I have a database “members” with people information (mail, phone number) and another one “meetings” in which I have people meetings expectations. I’m trying to see how I can send an email to a person to propose a meeting with another one and if the person accepts, to send a google calendar invitation. Right now I’m thinking of this: Add a linked record to add a person record in a field in the “meetings” db and send an automated email to the person (I need the email person and the meetings expectations). If the person accepts the meeting, then I’ll use another record with a checkbox and then send a automated google calendar invitation with both people email addresses. It’s confusing for me if I’m processing the automation tools in the right way, what do you guys think? Thanks!

Hello everyone, I’m currently failing on something pretty easy to solve I think. I’d like to create an automation that will send an email when a record matches certains conditions. I also want this email to contain an attachment that is always the same (PDF file), that is not in my airtable. I cannot find any easy solution. Does someone have one ? Thank you Franck