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  • 5,191 Topics
  • 16,173 Replies
5191 Topics
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yok_manganNew Participant
posted in Automations
need help with automation record value with multiple values

hello sir. Are you available to help? I'm new to airtable and need help..so i have a recipe table which have these columns:Recipes Table:- "Resep Bahan 1/2 jadi", checkbox column, user will check this box if the recipe is for sub-ingredient that made from other ingredients.- "Nama Resep", this is the name of the recipe- "bahan", this is ingredient name- "jumlah", this is the number of ingredient used- "unit final", this is the unit (i.e.: kg, litre, etc.)so every line (every row) is a single entry. for recipe that need more than 1 ingredients then will have multiple rows/lines with same name of the recipe (same "Nama Resep") for every ingredient ("bahan" and "jumlah").for example:Recipe A (sub ingredients) need 3 kg of "Bahan" B + 5 kg of "Bahan" C, so will have 2 rows ("v" is ticked checkbox for "Resep Bahan 1/2 jadi"):v | A | B | 3 | kgv | A | C | 5 | kgThen I already have Inventory Table which consists of below column:- "Tanggal" : Date- "Nama Bahan" : Ingredient names- "Dari Lokasi

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Dimitris_Goudis
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stevenjo57Participating Frequently
posted in Automations
Bulk update field in record for a grid when filtered by that field

Here is the situation and thanks for all help in advance.I have a grid view where the primary filter is to only show records where a date field is empty.  This could be as many as 50 records at any one time.I'd like to add today's date to all records in the found set (empty dates) in fell swoop.  Of course, if I add the date to the field, it drops off the found set. This means I have to select todays date in 50 records with the awkward disappearing record.So an automation that will update the date field in all records in the found set might work.  I played around with an automation to do this, but couldn't figure out how to do it.I am open to alternative ideas.  Essentially, I have a set of 50 records that have an empty date and I want them to disappear from the list when a date is put in the empty date field.  But I'd like to automate it somehow.Hope that makes sense.  I have two attachments. One a screenshot of the found record set.  Notice that the

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Alexey_Gusev
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lmpkNew Participant
posted in Automations
How do i calculate project completion time

How do i create a field or metric that shows the time it took to complete a project. for example, tracking the difference from the start date to the date when the project was marked as complete or from in progress to complete. I want to ignore all the other statuses e.g. not started, blocked etc.Is this possible? Reason i ask is to track this in a dashboard for average project completion time.

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cshenoy86Inspiring
posted in Automations
Delete a record

I am building for the following scenario and need help to understand a few things1. I have a master table that has the main data (Name, Email id, etc) 2. There is another table with a field (Name) that is linked to the name field in the master table.3. I designed an interface to delete a record from the master table. 4. Now when I see the linked field in the second table, it has disappeared as it should be. However, the entire record does not get deleted. 5. So currently I have added a check column in the second table to check if the Name field is present or missing and am running an automation through Make to delete the entire record for the second table.I wanted to know if this is possible through airtable automation itself instead of creating an automation through another tool. Also if this is possible to run the automation through an interface. Thanks

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CristianCG
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Alex_MaInspiring
asked in Automations
default value date field

I know this has been raised before as a feature request but is there a way to add a default value to a date field through automations or some other mechanism other than pleading airtable to implement or a third party add-on? Thanks in advance

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CristianCG
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renewNikoNew Participant
asked in Automations
Script to clear all records or table

Any way to clear all records or delete a table through script?This don't work:do{let table = base.tables.pop();console.log(`Goodbye, ${table.name}!`);}while(base.tables.length>0) 

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Saml8015New Participant
posted in Automations
Commission automation

Have a deal with a company to lower their costs on segments and get a cut per segment. The commission is based on costs cut which vary by segment. As I’m working through them one by one, the commission start dates are different per account.How can I set up a system that will take a commission start date and make a new record for every month from start date up until current month.Would like for this to work retroactively, meaning if the date was April 2024 it should automatically create records from April up until today, and a new record per segment for every future month automatically. 

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Dimitris_Goudis
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FinsproNew Participant
posted in Automations
How to Export View to csv via Script / Automation

Dear Community,i am new in the Airtable Universe and try to achieve the following:I have a Set of around 45 columns that i would like to export to a CSV - also with individual delimeter, i need semicolon instead of comma for example.I use a view to reduce the fields to the set i need.If possible i would want to do this via automation / script etc.I would not like to buy any additional programm or tool here, i seek your knowledge of how to script this or maybe with regular automations doable?Thank you for all input possible on this 🙂Have a great evening.BrChris

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DreddNew Participant
posted in Automations
How to pass array data in my automation script

So my goal is to automate image enhancing via form submission.When my table receives the form submission, most of the time, it will receive multiple images ("rawFiles").Once it receives the data, it will send a webhook to Make.com where it all goes through the automation.My issue is "rawFiles" only receives data as a string and not as an array. I would like to pass this data as an array so that my webhook in Make can process it properly.Here's my current script: let inputConfig = input.config(); let webhook = 'https://hook.us1.make.com/s3i0oapoqp08n8wxigxpv7jl826k24lw'; let queryParams = `/?Record ID=${inputConfig.recordID} &Raw Files=${inputConfig.rawFiles}` const returnedPayload = await fetch(`${webhook}${queryParams}`); And attached is a screenshot of my test in Airtable.I'm not good at coding/scripting, so any help or direction will really be appreciated.

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TheTimeSavingCo
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cgreavesInspiring
asked in Automations
Trigger Make.com from within Airtable automation

I have an Airtable automation that uses the AI module to summarize text fields for each record in a view. A repeating group iterates through that list. In Make, those newly updated records are processed through a Word template to output a report. I'd like to figure out a way to trigger them with one button press.There are three ways I'm aware of for triggering Make, but I can't figure out how to make any of them to work.Webhook doesn't work (I think) because I need it to happen sequentially, with the Airtable automation running first.Record update: my original plan was to update the status of a report record that Make was watching after the Airtable automation looped through the whole list, but it doesn't look like you can add another action after a repeating group. So I also tried a script within the group that would count the loop iterations and compare to the list length, and at the end of the last iteration, would update the record. But I don't think it's possible to save the itera

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maradasNew Participant
posted in Automations
Airtable automatically deleting attachments uploaded via Make/Integromat

I know this issue has been discussed before, but there doesn’t seem to have ever been a solution discovered, so I’m bringing it up again in case anyone’s found an answer in the last 1.5 years. The problem: occasionally/often, when an attachment is uploaded to Airtable via a Make.com automation, Airtable will immediately delete the file after upload. In the record history, it will say that the user who created the record also deleted it, but that’s not the case. Here’s a Loom video illustrating. Important notes: I’m using the Share Link Google Drive module to get the share link. The automation itself doesn’t seem to be the issue. Airtable will occasionally keep the attachments, but less often than it seems to delete them. The files being uploaded are all “accepted” file formats, like jpg, pdf, etc. Anyone have any ideas?

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nishant_tank
nishant_tankNew Participant
posted in Automations
Insert blank into singleselect field

  Hi folksI am fairly new to automations so plz excuse my lack of expertise.I am working on an automation that requires copying some data from 1 table into another table in certain circimstances.One of the columns (DISCONNECT_PROMPT) is of single select type - both in the source table as well as destination table.I am using the below code to insert the data but the it fails when the single select column is empty/blank in the source table.Can you please help me identify a way to insert a nothing if the source field is empty?Thanks in advance await tabChangeHistoryLog.createRecordAsync({ 'ROUTING_PROFILE': airTableKey, 'PRIMARY_Q (Mandatory)': strPRIMARY_Q, 'PREFERRED_ROUTING_ELLIGIBLE (Mandatory)': {name: airTableRecord?.getCellValueAsString("PREFERRED_ROUTING_ELLIGIBLE (Mandatory)") || "TRUE"}, 'PREFERED_AGENT_SCORE (Optional)': intPREFERRED_AGENT_SCORE, 'LC_EXPIRATION_THRESHOLD (Optional)': intLC_EXPIRATION_THRESHOLD, 'IN_Q_REFRESH_RATE_IN_SECONDS (Mandatory)': intIN_Q_

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nishant_tank
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johannamaganaNew Participant
posted in Automations
Redirect from one form to another

I am working on a form that has conditions. For example, if a person is filling out the form and they have 3 options1. Enhancement Request2. Update3. General SupportIf the person clicks the 'enhancement request' I'd like for that person to be redirected to anothe rform for a different airtable that asks all the questions about enhancements. Thank you for any help!

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diriNew Participant
posted in Automations
URL Redirect Once Form Submitted Using JavaScript

Hello,I'm using your form as an embedded form in my landing page. I would like to redirect to different URL based on my landing page environment (production, development).Is there a way to do this using window.postMessage() similar to Calendly? https://developer.calendly.com/api-docs/ZG9jOjI3ODM2MTAz-notifying-the-parent-window

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Mohamed_Z_AbuzaNew Participant
posted in Automations
Redirect to a specific link after submitting a form

Depending on the data inputting into the form, I want to redirect to a specific link. I have three links, depending on the form data I want to be redirected to one of those links. window.location.href = URL and location.href = URL do not work.

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Kelvin_SAutoNew Participant
posted in Automations
Fillout + Airtable + Softr Setup for Client Portal Automation

I am building a client portal.The journey starts on Fillout where the clients will answer questions based on the service they wantAll the answers will be saved on an within a "Response" table on airtable  I added this Response table to the Softr's client portal template which includes other tables such as Projects, Tasks, Company, Users, etcNow in order to build a new client portal I'd have to manually enter relevant records into such tables, which can be time consumingWhat I'd like to happen is:After grabbing/analysing all the replies within the Response table either have a button or an automation that allows me to pass the relevant data to the different tables egAdd email details to Users tableAdd company names details to Company tableAdd client details to Projects tableIn order to then have pre-populated data for the actual client portal.Hope I am making sense but happy to do a loom video or zoom call if neededThank you all!

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myusufNew Participant
asked in Automations
Automation Help needed - "Received invalid inputs"

Hello fellow automation experts.Need help in updating a filed but this automation has kept me up all night.The senario is simple.I have a task table called " Email Task" where i want to update status of that task from "not started" to "in progress" based on its date.My automation is as followsHere is the condition to find the records:This step is working fine as seen below:now here is what i need help with. do not know what i am doing here but final step wont run.Thank you

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Neal_MillerNew Participant
posted in Automations
Emailing form respondent after submission with respondent's answers

I would like to have Airtable email each respondent after a form is submitted showing the form questions and the respondent’s answers. I see how to send a pre-formatted email but not how to include data from the Airtable record and how to create a Google doc which would be fine if I could then get Airtable to email the doc.

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CristianCG
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Tina_TeutschNew Participant
posted in Automations
How to automate form confirmation email that includes their submission answers

I see I can set up an automated email response like “thanks for filling out the form” but ca I set it up to include their responses so they have a copy of what their answers were?

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CristianCG
Kevin_DiBenedet
Kevin_DiBenedetInspiring
posted in Automations
Send Email Automation - Repeating Group - Insert List of Records

When using a simple Send Email Automation action, it is very easy to insert of "List of Records" and select which fields to show. I have this setup for an automation that is sending a confirmation email when a form is submitted, and I want them to receive a confirmation email with their form submission details integrated into the message. Once those forms are submitted, various other actions are done to a status field to indicate the applications path through our processes. For those applications that are still pending an approval from an outside client, their status is "Still Pending". I would like to create an automation that on a certain date/deadline resends the original message that is sent to the approver. I have built a second automation to trigger on that date, and "Find Records" that are "Still Pending". Once it creates that list, the action should "Repeat for each record" in the list, and send a custom email. I wanted to just duplicate the original message. This wor

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Kevin_DiBenedet
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Paul_FalconNew Participant
asked in Automations
Attachments in Send Email Automation not Working anymore

Edit:Airtable response: Our engineering team has successfully deployed a fix for this issue (which arose from a recent update to our code) and any automations referencing an attachment should now run as expected without error.It's working again. Thank you all.---Hello.I've been using the Send Email action in automations for more than a year. Always worked great. In the Send Email action, in the Attachments section (Bottom) I selected the column that contained the file, and that file was attached in the email.3 days ago, my automation worked fine. But today, when the automation triggered, there was a problem (An attachment url is disallowed):I already turned off and on the automation, changed the trigger, changed pdf file for jpg, and always the same error.I tried the automation with records that already triggered a few days ago and worked fine (My trigger is a Single select column, so, to trigger it again, I deleted the value in the single select field, and select it again). Same

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0800-grizzlyKnown Participant
posted in Automations
Is there a way to store e-mail content *including* variables in a table instead of in an automation?

Hi,I'm looking at abstractifying our e-mail contents to streamline the process. E-mail content is now stored in the automations itself, but I'd like to move it to a dedicated table. Our automations use a fair bit of dynamic content, such as <first name> in the opening line, derived from various "Find Records" steps.I tried to construct the desired e-mail content with a "List of <first name>" token and just copy/paste it to a Long Text field with formatting turned on. Airtable changed the variable to @Unknown and threw an error "Invalid data - you have to refresh the page", and didn't store anything of the pasted text.Is there way to build the whole e-mail content including variables into a template stored in a table?Rgds,Björn

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0800-grizzlyKnown Participant
posted in Automations
Dynamically scalable email content by "tag", instead of hard coding Conditional Logic

Hi,In our CRM we started with building stuff for a workflow for one customer area, say "nature". Knowing from the beginning there'd later be a need for other areas too, I put a categorising "tag" in place. So we have the leads and some other key data labelled with tags like "nature", "sports", "food" and "music".There are a lot of email automation built in for this workflow. The other areas will largely have the process steps and hence hopefully very close to the same workflow.Starting looking at adding the other three areas to yet only simple email confirmations and reminders (there are more complex automations also) I got a bit stuck. I guess I could build Conditional Logic steps for each of the cases. However, as I now understand it, this would require to also hard code Find Records steps for each case.As there may need to be some updates and other actions too, I'm afraid I'll run out of steps at some point. It also bothers me to hard code all the cases, since there may be more area

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SNMNew Participant
posted in Automations
Assistance with Detecting and Deleting Duplicates Automatically for Large CSV Imports in Airtable

Hi Airtable Community,I’m facing a challenge with importing large CSV files (10000+ records) into Airtable and would love some guidance. Specifically, I need to automatically detect and delete duplicate records upon adding or updating via CSV import.Currently, I’m using a script to handle duplicates, but due to Airtable's 30-second execution limit, it times out when processing high-volume data. I’d appreciate any suggestions on:Optimized duplicate detection and deletion methods that can handle large data volumes quickly and efficiently, potentially in batch processing.Alternative automations or built-in Airtable solutions that would automatically identify duplicates at the point of import, or shortly thereafter, to help with overall processing speed and accuracy.If anyone has successfully managed similar high-volume imports or has insights on achieving faster processing, I’d be grateful for your advice!Thanks in advance.

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ScottWorld
A
Adam09876New Participant
posted in Automations
Form Submission Trigger -> Send Submitted information to make.com

Hey, I want to set up an automation, that will be triggered when the form is submitted and it will send the filled-out information to make.com so I can then use the submitted data in make.com. I couldn't find make.com in the supported apps that are available when setting up automation in Airtable. I also couldn't find the option to create a custom webhook. I saw that some people did it in the community, but I couldn't find how. So, Is there a way to create automation that sends submitted information from airtable to make.com triggered when the form is submitted? 

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