Automations

I am attempting to use a form to update a record in the existing table.So an account executive fills out a form with the new terms and rate amounts for 2025 2026 and 2027I tried coping a workflow shared by a community member (https://community.airtable.com/t5/other-questions/updating-existing-records-problem/td-p/187594) where they made a new table from the form and then updated the old table but that isn't working for me.  I think it was from Consultant @ The Time Saving CoBefore that I was bypassing the second table and that did not work either. Does anyone have a workflow similar to what I'm looking for they could share a screen shot of:Here is how far I got:  

Owner asked for a place to view all marketing assets. Mainly graphics at the moment. I added fields for ratings and feedback notes. Is it possible to display assets in my interface while also allowing him to adjust ratings and add notes? Otherwise it seems creating and giving him access to a gallery view is the best approach to gather his feedback.

Hi Everyone.I am trying to create a two way sync with automations and running into a few issues. Here is the overall scenario:Table 1 is named "Jobs".  It has a long text field called "Job Notes". Table 2 is named "Action Items" and it also has a long text field named "Job Notes". I want the following to happen: Whenever someone updates the "Job Notes" in either the "Jobs" table OR the "Action Items" table I want it to be synced both ways so no matter if what table you are working on, the notes are the same within a moment of changing either side. I did the following that seemed to work until we tested it in real time and the dual syncing at the same time was creating alot of issues for my team who use these two tables. As they corrected typos / etc. it would erase some of the last parts of their sentences due to the syncing overiding eachother (at least that's how I undertood what was happening). On the Action Items table I made a linke

I'm trying to solve two interrelated questions, but first a prologue:Current Setup:I have built a project portal on softr using airtable as the data source.Presently each project has 18 tasks all added to the project by an automationMy project members are split into two groups (admin & client)I have a project field that identifies the project "primary contact" in the even there is more than one project member on the client side.Automation currently assigns the first 10 tasks to the primary contact upon creation of the project recordA different automation adds the remaining 8 tasks to the project as unassignedThe unassigned tasks are a mixture of tasks to be assigned to the client at a later stage and the admin.The admin tasks were not getting assigned in advance because I had not figured out a good way to do this but a recent suggestion from @Mike_Autom

I have a table called Task template, which contains a 18 records of all the tasks I want assigned to a project. I have been using a simple automation that runs in airtable when a new project record is detected. The automation finds all the tasks in the template table then loops through the resulting list and creates new tasks in the task table matching each of the template tasks.  This all works fine.This evening I added a step to set a field in each newly created task to be the assignee based on a field in the project table that initiated the automation. This works too... but sets ALL 18 tasks with the same assignee, and this is not what I want.Each task has a field called "system task ID" which is a text field containing value 001 - 018. The intent was to make these tasks referenceable in the softr platform I am using with this data.The challenge I need to figure out is how can I set the automation to set the assignee ONLY on newly created tasks with a sy

A coworker accidentally hit the unsubscribe button on an automated email.  How can we get her re-subscribed?  We looked at the notification settings on her account, and they are both checked.  She still receives no alerts from the automations I set up.  Please help!

I am using airtable with softr for a client portal, and I and trying to configure and automation to send and an email to the portal admin alerting them that a user has logged in for the first time. I have a "users" table in airtable which maps to the "users" table in softr. I have last modified turned "on" in air table. Softr maintains it's own "last seen" field which I have mapped into a matching date field in air table. The basic logic is that the "last seen" field is empty until a user logs in. So I would think that I would just need to trigger when the "last seen" is part of the "last modified" history? But this alone would result in an email going out every time the last seen field changes which would be every time the user logs in.I only care about the FIRST time, so I would need a way to check if the "last seen" field was previously empty, then compare it to the current field contents. I just do not understand where I would get the "previous" value from?

I have a form where users will enter product details, among those details is the "Field Date", I am trying to set up automation so that when they submit a form and enter a new record, it takes the "Field Date" and subtracts 11 days from it and then enters the new date into the "Feedback Due" column for that product.I have a TRIGGER set to recognize when the "Field Date" is not empty. My ACTION is set to Update Record, then in the "Feedback Due" I am trying to use DATEADD({Field Date}, -11, 'days') to calculate the new date.I just get "Field "Feedback Due" cannot accept the provided value: Could not convert string to date."Both columns are set to the same date format. I am new to airtable and would appreciate any help anyone can provide to get me going in the right direction.

Hi All, I'm new on using Airtable Automations and have been trying to sync content with a Google Spreadsheets file.Once using the "When record update" trigger type, I've observed that each "enter" command made by the user when typing on a specific cell/field in Airtable creates a new row in the GSheet tab.My question is: how to assure that the GSheets will reflect and store only the final status, i.e., the most up-to-date content in Airtable?Rks in advance for your thoughts! 

Hey there - What I'm Trying to Accomplish:I'm building an Airtable automation that extracts email addresses from multiple fields in my Contacts table and creates individual records in a Master Email List table. Each email should be stored as a separate record, along with the corresponding Contact Name and an "Email Type" field (Primary, Partner, Referral, or Connection).This will allow me to export clean, deduplicated email data into HubSpot for email campaigns.My Setup:Table: Contacts (source table)Fields:Contact NameFirst NameLast NameEmail (Primary Email)Partner EmailReferral EmailConnection EmailTable: Master Email List (destination table)

Hi All,I'm migrating from Smartsheet to Airtable for Project Management and one thing that I am struggling with, that we rely heavily on for project management, is date / task dependencies. Setting this up in Smartsheet is easy and intuitive, requiring no formulas.Desired workflow:I want to set the Start Date, the Duration and task Dependency so that, if the Duration or Date(s) of a task change, the downstream tasks, as denoted in the Dependency field, will auto-magically update. I have reviewed this video several times and it makes sense and seems easy, but when I configure my fields following the instructions in the video, it does not work as expected.Set up:Table has a Duration, Start Date, End Date and Dependency

Hello. I am a dog trainer with multiple board and train dogs that stay with me for various programs I offer. I teach the dogs in phases, and would like to keep track of where each dog is in their progress. Can I have an automation where if a record is marked as "done", the notes field is updated with new text with the next steps? The dogs are always in different places in training, and my brain feels so torn trying to mentally keep up with who has mastered what skill. I just want a way to visually see things as well as help hold me accountable to follow steps without skipping any, as the dogs start to blur together and sometimes I go too fast/slow (I'm on limited time, the dogs need to be ready in 2, 3, or 4 weeks depending on program!) 

Hello, First time post so apologies in advance...I have a Deliveries table, The idea is when I select a "ship package" [eg.Floor: Sheathing] it pulls up the Assemble numbers with a lookup field - that correlate to a material list on another table. I then have a script which converts that lookup field into a multiple select field. This all functions correctly.Now my issue is that i want to select a series of boxes ["Ship" "Ready" Delivered"]. The idea being that i have a script [i have zero programing knowledge and have ai write my scripts], That when "ship" is checked the script hunts through the "Materials Table" using data from  the "# Reformat" field and with each record that is found in "Assembly #" to match one of the many possible numbers it checks the "Picklist" box. My script below says it works but it does not check the any boxes. 

Hello again - I'm having trouble getting an Interface button to call a recordId when it is pressed. I created an interface view of a Record List for an Attendance table and even though the button is in the Record Detail view (Pic #1), I can't get it to send a RecordID to the automation. I've rebuilt the interface multiple times and the automation.But, when I run the automation within the table and click the button in the column, it works. But not entirely: I created a webhook>docupilot>gmail workflow to make a PDF and send an email. I have the Immediately as data arrives switch ON in Make, but, it doesn't do that. I have to click Run once - Wait for new data, then, go in Table view and hit the button and then it works. Automation json attached too.My whole goal is to have it so I can at least just click the button of all the rows on by one in Table view (Pic #2) and the automatio

Hi there!I have made a regular airtable automation to send an e-mail when certain conditions are met. I was wondering, is there a way to have a value (not a list of values) of a certain cell in a certain row as an e-mail subject?To put it more directly, when status of an order (field order status) is "finished", an e-mail is sent where the name of the client (field client) from the same record is a part of the e-mail subject.Any help is very much appreciated!

Hi guys,We'd like to be able to import a list of around 30 items (BoM) at a time to a Cost Estimates table, create a single record in a Cost Centres table and link all the items in the BoM import to this Cost Centres record. The name of the Cost Centre record won't be known on import, so can't be specified in the importing csv. Each import should create a new Cost Centres record.I have tried playing around with automations but hit the issue of automations running in parallel and creating several Cost Centre records before the BoM records find them and start linking to them.I'm sure this can be done with a script but I'm hoping there's a way I can avoid that. If not, I'm happy to pursue that avenue and am open to some advice on how best to implement that.Thanks in advance for any suggestions!Josh

Hello helpful community,I have a primary table of People with PersonID as the key. I have 2 secondary tables, Notes and Assignments, where PersonID is a linked field. A user reads the Note, creates an Assignment, then marks the Note complete. I'm trying to create an automation where:Once a Note is marked complete,Find the Assignment with the corresponding Person, and Copy the content from a field in Notes to a field in Assignments.All goes well, I think, until the 3rd step. Here is Step 2, it yields the results I expect.Here is Step 3 where I get the "Invalid input" error message. How do I select the RecordID of the row we're iterating through in the Assignments table? I'm not sure what t

Hello.Until today, I managed to insert a tidy parcel of HTML into my Gmail automation templates resulting in beautifully branded emails. But that hack has suddenly broken across two bases. Does anyone have any idea why and how to fix it? Thanks.Kate

Apologies if I don't use any of the correct terminology when explaining this problem. I have a form set up and I want the information in each field in that table (Table A) to populate fields in other tables. I have managed to make some of this work using a trigger that watches for new records being created in Table A and creating a new record in Table B with linked fields that end up creating records in Tables C through E. I was able to set up an automation in using a trigger that watches for new records being created in Table C which happens automatically because of the linked records in Table B that then finds records in Table D and updates records with empty fields with information from a field in Table C. That's as far as I got but I am two automations short from having all of this work as intended. I created another similar automation to populate an email address field in Table C with information from Table A using the same record creation trigger from the first automation I ma

Hi Everyone!I would just like some help or insight on the problem I'm having with an automation I'm currently trying to make.The automation is supposed to send an email to the user after creating 10 new individuals (like networks) on a table. I'm stuck on how to do it and I cannot fully grasp the resources on airtable help-center so i'm here to ask for additional help or advice 🙂any thing that can help me understand better  would be much appreciated!Thankyou!

Hi 🙂I am trying to set an automation that will update a specific field based on the information that is on another table. The field I want to update is called Relatorio as shown bellow.I want to bring a field from another table that has the same number as the fiel (Item LV) from this table.Here is the picture from the table I want to retrieve the content from.I want to compare the ITEM LV from the first table and compare it to the ITEM from the last table and update the field RELATORIO from the first table with the content found on RESSALVA from the second. So every time ITEM = ITEM LV it should the update.The first table should be completed with aaaa on the first line, ddddd on the second and eeee on the third

I have an automation that once an attachment field is not empty, it creates a new record in a different base with that attachment and a few other fields.Is there a way, that if the attachment field has more than 1 file, it will create a new record for each one of those files?

So I just purchased Airtable for our business use case. I am devastated to understand there is no support for creating new tables automatically. The only way to do this is to have a custom app script, however this would need to be triggered manually and will not run in the background… Why does the automation scripting not contain the required functionality that the blocks SDK does? Why is this feature limited to only reading table metadata, if blocks SDK can do it - why can’t the automation scripts? This is so disappointing… I CANNOT BELIEVE the standard API does not have a create table endpoint, where you can define the fields automatically. How are we supposed to develop an automated solution if we constantly have to manually press buttons to create new tables… And upon searching the community pages - there is not one response from the airtables team that shows they will work on this feature or when. What a waste of money upgrading to the

It would be incredibly useful if the Slack integration could send a message to a person pulled from a field in a table.As it stands, when using the Slack integration in an automation you have to choose (hardcode) the person(s) or channel(s) you want to send the message to.Use case: I have a table that syncs issues from a ticketing system. Each record has an "assignee" field. When a new record enters a view I want a Slack message sent to the person in the assignee field.

I have a table with a date field, an I want to link these dates to another table, but group them by month. This is so I can create rollups for monthly financial figures. I have tried to create an automation to auto fill in another field, using the date as its source and then converting the format to mmmm yyyy, from the usual dd/mm/yy. I then linked this field to the other table, but now the automation does not update it even if it runs successfully.Can anyone help solve this issue?