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  • 5,191 Topics
  • 16,172 Replies
5191 Topics
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medfuturexaiKnown Participant
posted in Automations
How can I update record of the table in Salesforce record from Airtable

Hello. I’m working on importing record or data from Airtable to Salesforce. I created a custom automation in Airtable that runs when the button is pressed. However, the data is not being updated in Salesforce as expected for each table.

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matthew_b
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ler1995Participating Frequently
posted in Automations
Show when task has been marked as done

Hello!I would like to create a field that shows when (date and time) a record (task) has been marked as "Done". Here is what I have so far: How do I create a formula and/or automation to do this? TIA!

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matthew_b
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gfreemanNew Participant
posted in Automations
Can't add dynamic variable in automation

I'm trying to create an automation with these conditions:First and last name matchOriginal entry with matching name was created within 90 days agoWhen I try to use when a record matches conditions trigger, it does not let me select a dynamic variable so I'm kind of lost on how to move forward with this so any help would be appreciated.

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TheTimeSavingCo
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PGDNew Participant
posted in Automations
SCRIPT

Hi , allI have a problem that I can't solve, I have a script that updates the prices and countries of my products based on a code for exampleThe problem is the following if two products have the same code then it modifies both. To solve this I thought in the following way each product is linked to a unique supplier so I just need to retrieve all the suppliers displayed to my user so that he chooses the right one and I would only update the products from this supplier while always comparing if the code is the same.I manage to retrieve the suppliers but I cannot update the products afterwardsWould anyone have an idea?

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TheTimeSavingCo
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Chris_UbbiNew Participant
posted in Automations
Making multiple records from a form submission

Hello! I work for a manufacturer that deals with many SKUs of products. We have a form to let designers know when new products are being ordered so they can check and make sure if any packaging needs to be updated. When we place an order, we typically order multiple SKUs at a time. Currently the form has a field where the submitter has to place the SKU numbers separated by a comma (10001, 10002, 10003, etc). Ideally I would love for the data to separate the single record into multiple records by those SKU numbers. So 10001 would have its own record, 10002 the same, so on and so forth. All of the other information on the form would be the same in the record, it would just be easier for us to track and update everything if they records were separated. I saw some other posts on here doing similar things, but not exactly what I'm looking for. Also open to doing this a completely different way if that would be easier. I'm guessing this would take some coding to make happen an

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GoStateNew Participant
posted in Automations
Daily emailed spreadsheet. How to get it into Airtable?

I can do so much...but this one just has me stumped. (I have "Business" tier, Zapier, Make, etc. fwiw. I prefer to use Zapier over Make, but will do whatever I need to.)I get an email sent to me each day that has an attachment. It's an XLSX file that has the day's clock-ins on the first tab, and then each employee has a tab after that with each day's hours. I used Zapier to get it to automatically upload into a folder in my Google Drive called "clockins".I want to automatically upload that new file. -When i sync with Google Drive, it just wants to pull in the name of that file, basically. I'd still have to do the actual importing. I want the file (and all the data) to be imported.-I can't alter how the Google Sheet is formatted. Some employees have the same first or last name, so I don't have unique values in any field (and i can't add one, at least before it lands in my Google Drive.)-Ideally, I'd like all of the tabs to be imported. The Google Sheet has them automatically n

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TheTimeSavingCo
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dogdogdogNew Participant
posted in Automations
Form not displaying in automation builder dropdown

When I try to use the form submitted automation trigger, none of my forms appear in the dropdown selector. It's very frustrating , because they are published and can enter data normally.What might be causing this?

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Marcin11Known Participant
asked in Automations
Triggering an automation that will trigger make automation which creates an Adobe Sign document

We have a couple of columns populated with emails and names, the rest of the AirTable base will be empty (I've attached a screenshot). What we'd need is to trigger the workflow in Make based on specific time trigger automation and I just don't know how to tell the workflow to start as the specific trigger time automation in AirTable doesn't allow me to use the recordID field. Would you be able to direct me to a solution if there's any or tell me how you'd accomplish that feat?

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Mogli
MogliNew Participant
posted in Automations
Error: Request processing is disabled due to earlier failed requests

Dear Airtable Community,im working on an automization to assign volunteers to specific working shifts according to their preferences. The volunteers can name socalled Besties to work with, so the code has to first assign matching volunteers into Bestie Groups and afterwards assign the whole group to a preferred shift. The code worked until I started "optimizing" the runtime of the code and creating a volunteerMap at the beginning of the code to have it set and not need to map it during the analyzation of the volunteers besties. (Hope that is understandable until here)After implementing my async function refreshVolunteerMap the following error occured:Error: Failed to refresh volunteer map: Request processing is disabled due to earlier failed request at refreshVolunteerMap on line 83 at async main on line 837(I already saw the post regarding a similar issue, but it didnt help me (= add an await before calling function)https://community.airtable.com/t5/development-apis/new-error-in

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Mogli
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kylenicolefNew Participant
posted in Automations
Structuring Workshop Management Workflow in Airtable

Hi everyone,I’m working on building a workflow in Airtable to manage workshop details, attendance, and evaluations. I’d love to confirm if the following features are possible within Airtable and get tips on how to set them up:Workshop Details Integration:Each workshop has its own linked records with two tabs: an Attendance Sheet and an Evaluation Sheet.In the Attendance and Evaluation tabs, I want a dropdown column labeled "Workshop" where I can select the specific workshop. Selecting a workshop here should link it directly to its associated records.Participant Records:When I click on a participant's record, I want to see:The workshops they’ve attended.Their survey responses for each workshop, automatically populated into the corresponding questions in the Evaluation Sheet tab.Access Control for Team Members:I need two team members to only access their individual inputs.My account should have full access to merge all their inputs into a consolidated view while tagging each input with t

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TheTimeSavingCo
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A822822822New Participant
asked in Automations
Is it possible to update a value in automations to update an entire table uniformly?

Is it possible to update a value in automations to update an entire table uniformly?For now I'm doing it in a script but it can run on 50 rows each time, so I made a loop but it takes over a minute each time

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Alexey_Gusev
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Sined8New Participant
posted in Automations
Dropbox attachment upload doesnt show files ?

So I'm trying to import images in an attachment field.  I tried connected my Dropbox account but unfortunately it's not showing all the folders in my Dropbox account.  It's only showing the first folder.  Is there something I'm missing with permissions maybe? 

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Sburvit
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CharlieMullinInspiring
posted in Automations
Replacing underscores in automation emails

Emails sent via automations replace underscores with nothing, thereby corrupting the URLs, and other values, that contain underscores. I've read the many posts about this and still can't figure out the syntax to use to make this happen.Here's an example screenshot:What syntax would I use to ensure the Asset Location (URL) field values will retain any underscores?I've tried single-quotes with parentheses, and/or brackets but am not having success.Thoughts?   

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gregforel
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AirtableCaveNew Participant
asked in Automations
Syncing with Google Sheets

I have read previous posts on this topic (syncing with Google Sheets) but a lot of these posts are from 2019, 2020 or even earlier. I would like to sync up my Google Sheets data with Airtable so my tables in Airtable update as Google Sheets updates. I am unable to use zzzBot because of privacy restrictions (?) and a lot of changes have been made to different integrations. Does anyone know whether it is possible to sync Google Sheets data with Airtable?

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matthew_b
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lukas-techNew Participant
posted in Automations
Instagram Module (Make) can't pull my URL from Airtable, WHY?

Hey guys, I am trying to automate my content posting through AirTable and Make and everything works fine until Instagram has to access the video file/URL from AirTable, then it fails and gives me errors. It's because my table is not publicly accessible so how can I change that so Instagram can access the Video URL without being blocked?

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VikasVimal
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GoranNew Participant
posted in Automations
Send an Email (from Table) Invitation with created Outlook shedule

Hello,i would like to create an Automatisation that send an Outlook Shedule link to an Customer to his Email.1. Customer types his Email in a Form (done)2. Customer chose a Date Slot over Form (done)3. Automatisation creates a Outlok Shedule (Date he chosed) link and send it to Customers Email (open)Im familiar with many Automatiosations, but this one is a Riddle for me. Anyone who created somethin similar and can please helm me? Thanks!!

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TheTimeSavingCo
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YvesPNew Participant
posted in Automations
New option available in update automation

Hello all, anybody seen the following in Automations:I can't find any documentation on this.Any ideas what the use case for this data being available might be?

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ScottWorld
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M_LInspiring
asked in Automations
Getting an Airtable error email for Automation that works ***Correctly***? "Something went wrong..."

Hello,I am celebrating my automation is now working, however, whenever it seems that Airtable is sending me an automatic email titled, "Something went wrong with an automation...". I've pasted the email and error screen below.Can you help me understand if there's actually a problem, and how I can get the emails to stop?TIA,ML   

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TheTimeSavingCo
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KabikuNew Participant
posted in Automations
Change in behavior in email sending from automation actions.

Good morning.We are experiencing issues with email sending from automations. We have detected a change in behavior with email dispatches when several emails are entered in the "TO", "CC", "BCC" fields.When the action is triggered, it appears that Airtable sends multiple independent emails instead of a single email. For example: If "Email_1" is entered in "TO" and "Email_2" in "BCC", then "Email_1" receives the message, but "Email_2" does not receive a copy. Instead, "Email_2" receives a direct email, as if "Email_2" had been set up as "TO".The expected behavior would be: "Email_2" receives the same message that was sent to "Email_1".We have observed this change in behavior today, 2024-03-07.##### Message edited to detail the case ####.To detail our case I have conducted a simple test, easy to replicate; creating a basic automation where I have only added a time-based trigger and the action Send an email, which I tested to trigger the action. I have set up the email sendi

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Matt_ListerNew Participant
posted in Automations
Delete an Outlook Event

Hi All Through automations you can: Create an outlook meeting Update an outlook meeting But I can’t find a way to cancel a meeting? Is it impossible? Thanks in advance Matt

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Cole_Wedemeier
Cole_WedemeierInspiring
posted in Automations
Unable to find "A specific time" as Data Option in Airtable Automation

In my account, on both the free and paid workspaces, I have the option to update a record's date field with "A specific time" -> "Actual Run Time" in an Automation.  However, in a clients account, they only see When a Record is created (or Form is submitted, or conditions are met, etc., for the trigger) and Base Structure. They do not have the option for "A specific time."Is this something that's only just now being rolled out and not every account has it yet? Like I said, I can see it in both paid and free workspaces that I have, so I don't understand why they wouldn't see the same option for their Automation to update a date field with the date/time that the automation is run. 

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BillH
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M_LInspiring
asked in Automations
Head ---> Wall. Automation Error saying "No valid nested options"

Hello,I'm looking for help on Airtable Automations. I'm trying to Find a record to update based on Table:Sessions field matching Table:SignUps field. Both fields are "formula" fields that make a text number because the original Sessions field is a linked record, and the original SignUps field is a Primary Key.I don't know why, but I keep getting the error message below saying, "No valid nested options". It won't let me pick *either* the text field or the original Primary Key for Finding the match, and I have no idea why.I already went through this post explaining how both of the "Find" fields have to be congruent... but as far as I can tell, mine *are* congruent, but I'm still getting the error. How can I get this automation to work?Additional context below. TIA,ML    

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bruceconsulting
bruceconsultingInspiring
posted in Automations
Can't Create a Record using an Automation if a User field has a User Group populated

I created an automation that creates task records when a new project record is created. It finds the matching records from a "task template" table and creates new records in the "task" table. It runs fine except for records that have a user group populated in the "assignee" user field. It won't create those records. Both the "task" and "task template" tables have matching user group fields, so this isn't the problem. In the example below, the automation will create 2 records where the assignee is a single person, but won't create the 3 records where the assignee is a user group.  

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bruceconsulting
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MadNew Participant
posted in Automations
Please help with an automation for the business cycle

Good morning guys,I need help with an automation for my base. I'm not an expert at all, everything that I already did, I figured out very slow and with a lot of help, but I can't figure out how to put this automation..... 🙂So, I have a base for my company. We are exporting different products to other countries. Therefore I have an order and sales table, as well as business expenses. In all 3 tables I have business cycle that shows the month and the year - it is automatically updated when the purchase or sales date is added to the table. Now I have another table that I named business cycle. Here I want to get an overview of my cash flow - money that comes in and goes out every month. I created an automation to create on the first of each month a new business cycle.Until here all good, now the problem:Once I add to my purchase, sales or expenses table new data I want them automatically added to the business cycle table in the right business cycle.Here are the fields I create

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James_DavisNew Participant
asked in Automations
Help with a script/auto that will update a field of a linked record based on a static named record

Hello friends,I am looking for an automation/script that does the following.1. When the field 'Start date' is updated in a record in the table called 'Projects'... I would like...this new 'Start Date' to replace the current date on a field called 'Deadline' in a record which is always called 'Project Start Date' in a linked record field of the triggering record called 'Tasks'.If it helps at all:- the linked record field 'Tasks' is linked to the table called 'Tasks'- The record which I want to change called 'Project Start Date' sits under a field called 'Task', in the 'Tasks' table I have no experience in scripting, Gemini provided me with the following, but it doesn't appear to be workingNote: My trigger is When a record is updated - "Start date" - on the "Projects" table:async function updateLinkedRecordDeadline(record) {const linkedRecords = record.getCellValue('Tasks');// Iterate through each linked recordfor (const linkedRecord of linkedRecords) {if (linkedRecord.getCellV

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