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  • 5,191 Topics
  • 16,173 Replies
5191 Topics
Ben_Crouch
Ben_CrouchKnown Participant
posted in Automations
actionable slack message user that took action

Hello,I am using actionable messages in slack to approve or deny purchase requests, holiday requests etc. Usually when I use interfaces for this I have buttons which update a field with the user who approved the request. I'm not sure how to replicate this using the slack actionable messages. There seems to be a token for 'user that took action' but I can't get it to populate either a user field or a text field with anyhting

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TheTimeSavingCo
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Jessica_EastlinParticipating Frequently
posted in Automations
Automation to remove option from multiple select field

Hi there,I'm trying to build automations for updated a multiple select field. The records in my table all have a "last updated date" field, which obviously changes every time a record is updated. There are two scenarios I am trying to solve for:1. When it has been over 12 months since the last update, I would like to add a tag in a multiple select column for "Last updated >12 months". I have figured this out using these instructions. 2. The next scenario I'm trying to solve for is when a record whose last updated date was >12 months ago (and is tagged "Last updated >12 months" is updated, therefore changing the "last updated date" field, and wanting to remove the "Last updated >12 months" tag from the multiple select field. How do I accomplish #2 with an automation? I can't figure out how to do this by either removing all of the options in the multiple select field (not ideal) or removing just the "Last updated >12 months" tag. Help please!

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TheTimeSavingCo
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clementwitzNew Participant
posted in Automations
find specific records in a airtable thanks to a form filtering a database.

Hello !I'd like external users (not on airtable) to find specific records in a airtable thanks to a form filtering a database.Ex : I have a dataset of clothes, with criteria : type (tshirt, pullover, pant), prices, size, colorAnd I'd like my customer to be able to tick in a form those criteria (or not), so that I send him (or he sees) a database with only the specific records. ex : he ticks thisrt & pant, between 30 & 60€, M, blue, then lands (or have by email) the list of the 40 products that meet those conditions (among 3K products).Thanks a lot !!!

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GrimiKnown Participant
posted in Automations
Automation, Extension

Hi guys 🙂How (or is it) is it possible to save and attach a document what is generated by the extension?With Page Design I designed a bill, and I would like to attach that bill to the exact data.Is that possible?Thank you all for any thoughts

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e911opNew Participant
posted in Automations
Export to PDF before Slack Message

I have an airtable graph in which I would like to export to PDF before my automation sends a message to slack. The automation message I'd like to include the PDF as an attachment. Is this possible?The issue I'm running into is the link does not show a preview to the graph and I was hopeful it would show an image preview.

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MariaSMNew Participant
posted in Automations
Inquiry Regarding Automating PDF Sending from Page Designer

I am currently using Airtable to manage payment records for my team. I have set up a workflow where each team member completes a form, and based on that information, we generate a personalized invoice using the Page Designer extension. I would like to know if there is a way to automate the sending of this invoice as a PDF attachment directly from Airtable. My goal is that, once a team member completes the form, the PDF would automatically be generated and sent via email to the appropriate person. So far, I haven’t found an option to save or send the PDF directly within the platform. If anyone knows how it could be done but through some external tool or platform, I could also use that information. Thank you very much! 

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JaponaisNaturelNew Participant
posted in Automations
Uploading a PDF file to airtable attachment field thru a Google Drive Share link.

Hi everyone,I have the below Make / Integromat scenario:It catches a wehook URL containing a record ID, gets the data associated with that record ID to create a Google Docs document from a template.A share link to the file is then generated and used to upload the target file to an Airtable attachment field.It then searches for a state of a status single select field and depending on the state, it will create and send a pre-written email with the file in the attachement field attached to it, unshare the file and change the state of the status field to disable further sending.My problem is that what is uploaded to the attachment field is not the actual file but the share link to it.For security reason, I would like to unshare the file once it is uploaded since I read that once a file is uploaded to an attachment field, Airtable replace it with a local copy.But since the file isn't uploaded, I am stuck !What did I do wrong ? How shall I proceed to in effect upload the file and not a link

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marius000New Participant
posted in Automations
Fill existing pdf with field data from base

Hi, I have several forms that are filled out repeatedly in our Property Management company. I would like to automate the process by using base data. See page 2 of this pdf for example https://www.cmha.net/webshare/docs/hcvp/buildingRentForm.pdf?v=1ff2b69aor this https://www.edencle.org/owner/PropertyListing.pdfWhile forms are rather complicated by the use of checkboxes, I am hoping this can be accomplished.A bonus feature would be to figure out how to pre-load a digital signature since we are the only ones needing to sign these forms. Thank you   

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garsoyNew Participant
posted in Automations
Is it possible to save PDF directly from Page Designer to related record's cell? Or if there is....

Hi, everyone!We are using Page Designer for creating our Purchase Orders, Delivery Notes and so on. But when we create the file, it is only allowing to print or save as PDF option. It is really handy that taking data from two tables when creating documents with Page Designer. I wonder if it is possible to automate Page Designer to save it into attachment section in related row. If it is not, we are using Make for automations, how can we achieve that goal? Any suggestions are appreciated, thanks in advance!

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jennys_systemsNew Participant
posted in Automations
Best way to trigger a 1 hour before date & time reminder

I'm trying to set up an automation where 1 hour before a call date & time, sends an email to remind the person. I've tried creating a column to have a formula that is the date & time matches now - mark as "SEND NOTIFICATION" but this doesn't seem to work properly. I don't know if this is because the time is in PST and I'm in GMT. But does anyone cleverer at this than me help with a simple solution.Thank you!

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TheTimeSavingCo
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dipladocNew Participant
posted in Automations
Send Email When Form Submitted

Hello, I'm trying to use airtable to email callers templated information about products. I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains information about the selected product that is retrieved from a lookup table (a - info text, b-info text, and so on). This all works very smoothly except I would like to create a Form to enable staff to use this process without having to interact with the grid view. So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?Thanks for any ideas you have.

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CristianCG
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Sigurdur_HermanInspiring
posted in Automations
Hyperlink Markdown not Working in Automation for GCal Event

 I'm trying to add a link to a calendar event created by automation. I THOUGHT markdown would work, as per this article. But when I test the automation, it seems the markdown just doesn't do anything.Am I missing something painfully obvious?

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M_LInspiring
asked in Automations
Automation "Preview" looks correct, but the Automation isn't working in "Real Life"???

Hello,I'd like to ask for help in troubleshooting an automation. I built an automation that works correctly when I "Generate a Preview". BUT, when I go to actually use it, the automation does NOT work. I.e., it does not update my live/active Base in the same way that it updated the Test Record. Actually, it appears to have done *nothing* to my Live Base, lol. Is this a common issue???Specific Context for my Automation:Table 1 is "Applications" where Client Application Forms are received. Table 2 is "Sessions" which lists all of the available time slots for Applicants to sign up for.Table 3 is "SignUps" where SignUp Forms are received indicating a specific Application # is signing up for a specific Session. When someone completes a "SignUp" form it automatically includes the Session they're choosing as well as their Application # (through a Prefilled URL). I want the automation to add the Application # from the SignUp Form to the Sessions Table to finish the circle of Applicat

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mirkolandoInspiring
asked in Automations
Field validation / Adjustment of an automation

Hello community, I have an automation that informs the user by e-mail if the deadline of a task is before the start date. Unfortunately, in my opinion, it is not possible to set a dynamic validation for fields that would prevent this.However, if the user wants to move the timeline for the task, he usually changes the start date first and then the due date. this triggers the automation. Does anyone have an idea how to prevent this? best regardsMirko

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rfriedmanNew Participant
posted in Automations
Social Media Post Queue Automation

I am using Airtable to create an advanced social media calendar. It is used to manage 150 social media accounts - each account corresponds to a specific university.A student submits a form with pictures and a caption that they would like to have posted on their schools account. When the form is submitted, a record is created in Airtable. All records for all schools go into the same Table and are tagged with the school on which the content should be posted via a linked record. There is a second table that has the list of all of the schools.I would like to create a function or automation that assigns each record with a date and time to be posted. Each school instagram account can only post 5 records per day - for example one at 10am, one at 12pm, one at 2pm, one at 4pm, and one at 6pm. The function should be able to assign each record with the next available posting slot for that school. The posting times should also be determined per school, via the list of the schools in a separate tab

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TheTimeSavingCo
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AbeProNew Participant
posted in Automations
"From" field when sending Gmail

Hi all,I find it very strange that whenever I'm using the Gmail integration to send emails, when being received by the recipient it doesn't come up my name, instead it comes up the email address as the senderAnd when configuring the Send Gmail Action I don't see a field for "From"has anyone else accounted this problem?or know ow to solve it?Thanks

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Mike_AutomaticN
Karlstens
KarlstensBrainy
posted in Automations
Clear/Blank out Linked Field via Automated Script

Hello all, I’ve been updating a Record in a Linked Table to point to a different Main Record using the below code; let _ins = input.config(); let main_table = base.getTable("Main Table"); let linked_table = base.getTable("Linked Table"); let main_rec = _ins._get_record; let linked_rec = _ins._get_linked_record; let linked_val = _ins._get_linked_value; console.log(`main_rec: ${main_rec}`); console.log(`linked_rec: ${linked_rec}`); console.info(`linked_val: ${linked_val}`); if (linked_val == "Not Listed") { console.warn("Not Listed - Clearing and rewriting entry"); await linked_table.updateRecordAsync(`${linked_rec}`, { "Linked Text": `Example updated ${linked_table} record text`, //"Main" : [{id:`${main_rec}`}] //Field is updated with expected record via recordID "Main" : [{id:`${""}`}] //Attempt to clear field is not working... }); console.info(`Updated Table "${linked_table.name}" record ${linked_rec} with "${main_rec}`

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ydocNew Participant
posted in Automations
how to setup an automation that triggers only once 5 minutes after a scheduled date and time in a r

I was trying to set up an automation that after 5 minutes of a scheduled date and time in a record email the person of the record but I can't find that option in the automation list.

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MSN
MSNNew Participant
asked in Automations
Update record with automation: record doesn't exist

I have 2 tables (Table 1 and Table 2) in a base (Base B). I have created 2 automations, the second one is not working.The records are created in Base A - Table 0 and synced to Base B - Table 1, so Table 1 is a synced table. The first automation works: When a record enters Table 1 (view X), a record is created in Table 2. The second automation doesn't work: when a record is updated in Table 1 (view X, all fields), update the record in Table 2The error is: The record does not exist. I wonder whether the problem is the fact that its a synced record. The record IDs in Tables 1 and 2 are exactly the same, but Table 0 shows a different one.Would anyone know how to fixt it? Thank you in advance. 

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khoner01
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Brienne_O_TarthNew Participant
posted in Automations
Multi-Trigger Automations

I highly suggest adding Multi-Trigger capabilities to Automations. This would enable users to require multiple Trigger rules to take place in order for an action to run. To optimize this functionality, users should have the option to run their automations in three ways: Only if ALL trigger rules are true If ANY trigger rules are true If custom formula is true (i.e.: IF TriggerA and Trigger B are true, OR IF Trigger A is true and Trigger B is false…)

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RSkInspiring
posted in Automations
Assistance with Dynamically Creating Fields in Airtable Form

We are currently using Airtable with WATI. We aim to streamline data collection, particularly about crop information and pricing. However, we are facing a specific challenge that we hope the community can help us address.We are creating an Airtable form where our team members can input data such as the type of crop and its corresponding price.Scenario: Imagine filling out the form, and they want to add information for more crops than the initial form offers fields for. Instead of having to predefine a specific number of fields for crops, we want users to be able to click a button or use a similar feature to dynamically add fields as they need them.Questions:Is it possible to dynamically add fields while filling out an Airtable form, or through a user-friendly feature like a button?If not, do you have any recommendations or workarounds for achieving this kind of dynamic field creation within Airtable forms?

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CristianCG
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Guillaume_Blan1New Participant
posted in Automations
Automation - Find record action does not bring fields with empty values

Hi there, I am trying to use an automation with the following setup : Trigger : When a record is created (in Table 1) Action 1 : Find record (in Table 2), where Name = Field 1 from Trigger Action 2 : Update record (in Table 1), with Record ID = Airtable Record ID from Trigger In this action 2, I am trying to update several fields using field values from Action 1. However, I noticed that the automation is only working when ALL fields from Action 1 used in Action 2 are not empty. If at least one of these fields is empty, the automation will fail with the following error message : Failed to construct the value for “Fields”. I suspect that the Find Record action only bring fields with non empty data and ignore the others. Is it the expected behaviour ? Any workaround that doesn’t involve creating a formula field for each field that I am trying to get the value from in Action 2 (because I really have a lot of them) ? Thanks.

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ScottWorld
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Erin_AlterInspiring
asked in Automations
automations failing when sending email from linked outlooks account

i have gotten the same error message several times in a row: Microsoft reported an error while processing this action:Microsoft may be experiencing issues with their API Any ideas on how to resolve this?

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BillH
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GiladNew Participant
posted in Automations
Create a new Airtable record once an email from a new contact is recieved

Hey everyone,I aim to enhance my CRM by achieving the following:Establish a connection between my Gmail account and an Airtable for contacts. I'd like every new contact's email to automatically create a record in Airtable or Google Sheet/Excel, facilitating manual loading into my Airtable.Currently, I have two tables - one for personal contacts and one for companies. While the tables are linked, an issue arises when multiple contacts from the same company result in the company appearing multiple times in the Company Table. How can I modify this so that the company name acts as a banner, allowing me to click and view all associated contacts?Thanks, everyone.

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rossi-2007New Participant
posted in Automations
Sumar si un registro aparece en otra tabla

como hago para que se sume si un registro aparece en otra tabla???

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Mike_AutomaticN

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