Automations

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.  

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

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

Hello! one of the recipients of the marketing email unsubscribed by mistake.As i understand the mail was blacklisted in baseNow he wants to restore the subscription   Is it possible to manage in Base or by user   Sincerely, Kirill 

Hi all, So this automation was working and I don't seem to know what happened. Now when I test an unchanged record, everything is fine, but then when i change something, it doesn't update google and gives me the screen shot alert. I have permissions in the google calendar to change, modify, manage (I'm the owner). I tried reconnecting the accounts and it didn't help. Any thoughts?

Hello, I have a question regarding Gmail automations in Airtable.I'm starting a business and am new to the world of marketing. I have extensive experience using Airtable automations, as I've been using it for years for other purposes, but I have many questions about email marketing tools and the limitations related to email contacts, spam, etc.My goal is to collect interested leads through a form. After receiving a form submission, I want to automate sending an email via Gmail with details about the services I offer. I also plan to create follow-up automations to re-engage the lead if they don't convert within 1–2 days of filling out the form.In addition, I want to send other emails periodically to offer new services—but not in bulk on the same day. For example, instead of sending a service offer to everyone in my contact base at once, I’d automate it so that an email is sent only when a lead completes 15 days in the database. In this way, there would never be large-scale email blasts,

Hi all, I have a long text field where I have numbered some text like below for example: Example text Example text Example text However, when sending this field in an email it always ends up looking like the below screenshot. I have tried turning ‘Enable rich text formatting’ on & off, I’ve tried adding it as a ‘list’ and ‘grid’ in the email but it always ends up like this. I just want it not to be indented at all, like I have typed the example above. I can’t figure out a way around this, does anyone have any ideas? For clarity, here is the field as it is written in Airtable, before being emailed:

Hi - I'm trying to create an Airtable for my team's weekly meetings. In one of the tables, we are adding action items from the meeting and designating the person working on it. However, we'd like to add an automation where these action items would then be created as tasks in Google. Is this automation possible?

I am trying to create an automation that adds a multiple select item to a field but I don’t want to replace it with what exists. For example, if “Troop” already existed in that column, I want to add “Cookie” so that the multiple select field reads “Troop” “Cookie”. Currently the automation replaces everything that exists so when I run the automation, it simply says “Cookie”. Any advice?

Hello Airtable community,In my usage of Airtable, I extremely often find myself wanting to rerun failed automations after fixing some issues in scripts, but at the moment the rerun button only offers rerunning in the previous state of the automation.And the suggestion in the support documentation doesn't apply to my case as this often happens in cases when the trigger is a webhook. And rerunning things then is quite complex and time consuming...I'm therefore wondering whether anyone had insights on some upcoming option on Airtable automations to support rerunning using the new state of the automation, if others share the same troubles, or if the Airtable  team could share their viewpoint on that feature request.Thanks!BC

I suddenly can't add multiple sync sources to my table.I'm on a business plan I have under 20 sources syncing to my table. Does anyone know what that might be the case? I can do it in other bases.I can add other sources in other bases: 

i will be as spesific as i can with the intention and infomation i'm gathering:At a scheduled time, every day at 8am, i will run a script.This script below here fetches the JSON i need. (example: https://data.brreg.no/enhetsregisteret/api/enheter?)This is the output of the console.log so i know it works:As you see, each object under the "enheter" array represents a company.I want the automation to create records based on each object and fill it with the infomation given there. Anyone willing to help me here? &#x1f605

I have a table in my online portal with a hidden multi-select "filters" field that is only accessible via a dropdown menu but not visible on the actual table. I want to create an automation that triggers when my existing records (or newly created ones) matches the conditions I setup."If Field1 is none of ... and Field2 has any of ... update record FilterField with 2 filter options"The problem I'm running into is that existing records aren't updated, only newly created or updated ones. Of those newly created/updated records, it overwrites existing options selected in FilterField so instead of adding a 2nd option alongside the 1st one that is already on a record, it overwrites it and only inserts the option with is listed in my automation trigger. I have hundreds of records and it would take too long to do this manually!Thank you.

Hello everyone,I am working on a script where I send invoice data from Airtable to the QR-Invoice API to receive a QR invoice in PDF format. I then want to store this PDF as an attachment in an Airtable table for a specific customer.My goal is to automate the entire process (sending data, receiving the QR invoice, and saving the PDF as an attachment) within a single Airtable script, without the need for another automation tool like Zapier or Integromat. The process I'm envisioning is as follows:Invoice data from Airtable: I fetch the invoice data from an Airtable table.Sending data to QR-Invoice: The data is sent to the QR-Invoice API to receive a QR invoice in PDF format.Saving and linking the PDF: Once I receive the PDF, I want to save it as an attachment in the same Airtable table for the corresponding customer.My question is:Can this entire workflow be achieved entirely within a single Airtable script?Or would I need to integrate additional automation tools (e.g., Zapier, Integroma

Hi guys!!!I am trying to insert an image that I have as an attachment in my database within the body of an automated emailI wanted to ask you if you could help me understand why my HTML image is incorrect. The image appears crashed and I don't understand why. I would greatly appreciate your help.Thank you so much!

I'm creating an online portal to display my tables to users. The online portal I'm using doesn't display linked records on the table so I've had to find a workaround by adding additional fields to display the text from the linked records. I want to be able to create/update linked records field and have it automatically create/update the single select field (which display properly in my portal and has color options). What is the best solution for this?Here's my table setup:USERS (LINK) = linked username records from Usernames tableName (from USERS (LINK)): lookup field to display the username as textUSERS = single select field (this is how I want the usernames to be displayed)What I want:Whenever I update or create a record in USERS (LINK), I want it to automatically translate the updated or created record as a single select field without creating duplicates. Currently my single select field USERS is blank. I want it to automatically populate the

Hey there,First of all I wanna thank anyone who answers, I often come to community for some of my issues and it's always very helpful !So, I want to be able to duplicate in a "dynamic way".I've got a tab "Projects" which is linked to a group of "activities" within another tab. A chosen project has several activities, which are created for each distinct activity day.Activities of the same project share many infos (partner, location, vehicule used ...) but they always differ in terms of date (start date & end date (ie : 12/7/24 2pm & 12/7/24 6pm)Sometimes we have to create 10+ activities for a project, and using the duplicate record function seems suboptimal because we can only do it one by one.So I'd like to know if using automation, extension..., it is possible to create all activities of a project in one click, if you create an activity template and input all the start & end date (where ? idk)Thank you for your time, have a nice day !

So I am working on automating some workflows to help my team out when they report on projects. I figured one less step they can do is to only update their project stage. There are certain tasks that get automated when moved to a specific stage and I would like to automate the previous Stage's tasks to be marked as completed when they move to the next. I am getting this invalid inputs error and I don't know how to resolve this.  I attached a picture but when using a specific record, this project has two associated tasks with it and I would like it only mark the previous stage's task (Assessment) as completed but it looks like its picking up both. 

Hi allMy base allows users to create both single item and multi items inquiries (There is a parent table for supplier/customer details) and child table (for line item details) and another table for products.If the user is inquiring against a specific product (from products table) then I seem to only be able to create one record within either the child (inquiry items) table or the parent (customer/supplier) tableI want to automatically create a parent record to this child record for these instances. Otherwise let me know if there are other workarounds?Thank you!

Hello, So I have an automation to trigger when a checkbox is checked (in screenshot). It works when I test it, but it's not working on it's own. Meaning, when I add a new record and then at the end I check the checkbox, it doesn't add a new record to the programs calendar. I'm not sure what the issue is. Any help would be appreciated.Take care,YSDT

Hi all,I'm trying to setup an automation that updates a record when an events is scheduled that matches users in the database to confirm that they scheduled and when. I can do this with Zapier but I'm trying to do it directly in Airtable.The main problem is that I need to use Attendees to Find a Record where e-mail contains "guest email" but this field is grayed out and says "No valid nested options".Any ideas / suggestions?

So I'm running into an error that I can't seem to fix. Whenever I try to set a condition based on a linked record or a formula field, I get that an unknown error has occurred.My first table, products, have a linked field to a record inside the main product master where the product's vendor is linked. So I've created a lookup field for the vendor record id and stored it inside my products table. The value for that record is "recSdTazTLqgiGtBb".My second table, Vendor IDs, which contains all of my different Webflow IDs, is also linked to the vendor in the table. Here I get the exact same field value "recSdTazTLqgiGtBb".Now I want to run automation that temporarily puts a webflow ID into my products record that I'm trying to edit. The trigger is an update to the action field, which works fine.The next step is a conditional logic group that asks for the status of my product record, which also works just fine.Next, I'm trying to find the correct record in my Ve

Hello everyone,I come to ask for your help. I created a Google calendar event creation automation from Air Table records. Everything was going very well until recently. Unfortunately for a few days, the automation has stopped working and I end up with the following message: "Unable to parse datetime".I saw on the community that this problem came up often but without a real solution. Could someone tell me how to solve this problem?Thank you so much.

Hello,@ScottWorld, after watching one of your videos, I set up a Make scenario to automate a csv export from an Airtable view:I used the CSV "create csv advanced" module and it works fine.My problem is that all fields in the exported csv are surrounded by double quotes:Do you know how I can remove them?Thank youPascal

I'm trying to pull data directly from linked record in an Automation by using the Find Records action with a Condition to match the Record ID which i added to the main record via Lookup field. BUT when I try to reference the Rec ID field it says "no valid nested options"?? I am using the gear icon to match and find the recordIs there some way to lookup a linked record and pull data into Automation directly, ie without adding fields manually to the main record?