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  • 16,174 Replies
5191 Topics
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Viades-HNew Participant
posted in Automations
Clone a record

Hello,I am pulling out the few hairs I have left over a problem that I am about to solve, but I can’t find the sticking point. To summarize:I have a record in a COMMANDE table, linked to multiple records in a LIGNE_COMMANDE table. (The classic case of an order header with its order lines).I want to be able to “Clone” via automation (when a record enters a specific view, for example) both the information contained in the COMMANDE table and the content of the linked records in the LIGNE_COMMANDE table.When I say clone, I mean creating a new COMMANDE record (almost identical, as it will have a new order number assigned) and creating new linked LIGNE_COMMANDE records (identical but linked to this newly created COMMANDE record).

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TheTimeSavingCo
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Alex_KwongParticipating Frequently
posted in Automations
Cancelling and Updating Google Calendar Events issues

Hello Airtable Community:I need help with my automations. I run a tutoring company and I use Airtable to schedule lessons and events.I have two automations in my base - "Cancelled Lesson" and "Cancelled Event". These automations update lesson and event status to "Deleted" so I know when to take action when a student or parent changes times/dates of the lessons.Today I received an email from Airtable stating that I am approaching the limit of my automations, hitting 11,000 runs midway through March! I know this is impossible as I don't have this kind of volume. I look into the Run History and I see that there hundreds of failed runs occuring each day. Clearly this is not correct because parents and tutors only change their schedule once in a while. We may get a handful of changes a day.I look into the trigger for Google Event "when an event is cancelled" and I see that the triggers are based upon all Status: "cancelled" events as identified in the Google API(?). I find out that aut

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v1_oh_n0Participating Frequently
asked in Automations
How to send a single completion email after a repeat group automation?

Hello,I have a schedule table with multiple records that are linked as work to be repeated. When a checkbox is set I want each of these records to be recreated using a repeat group automation. When the automation is complete I would like to send a single email with a summary of all the records created. Currently, it appears that Airtable severely lacks this as a native function to add further automation steps after a repeat group.Thanks!

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AndreadifTLSNew Participant
posted in Automations
Script to automate Airtable-Shopify sync

Hi everyone, we would like to create some script into Airtable in order to integrate in Automation processes and send data (or collect) between Airtable and Shopify. Our need is to use Airtable as backend and send data to Shopify based on some conditions (managed by Automation processes into Air) We have some draft code but my question is if someone has experience to create these Scripts and plugin and activate into Automation.

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Théau12
alliremember
allirememberNew Participant
posted in Automations
Update multiple records based on a condition

Hi, I have been trying to do this all day with no luck so I'm hoping someone can save me from my oncoming rage 😂. I have a base with 2 tables, one is a Master List and the other is a Sapphire Customer List.In the Sapphire Customer List I have a single select field for "promo?" which is set to yes or no.  In the Master List I have a multiple select field called "Promo team" with product names as the options. If a record is set to "yes" in the "Promo?" field of the Sapphire Customer List I want the "Promo Team" in the Master List to automatically add "Sapphire" to the field. I have linked both records and have a lookup field in the "Master List" showing the "yes" from the Sapphire Customer List.So basically, if a customer agrees to promo a product, I want to be able to see that for each product they've agreed to in the master list multiple select field. I hope that makes sense! Please help me (Obi Wan Kenobi, you're my only hope) 

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Alexey_Gusev
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toutautrechoseNew Participant
posted in Automations
Add a linked record of another table

Hey, sorry if it's a newbie question but I just can't get this to work. I have 2 tables : one with a list of activites, most of them are repeating so the name is the same but date, participants etc changes. The other table groups activites based on their name so I know for example how many people participated in X activity this month.What I want to do is an automation that adds activity X after it is finished to the other table, in the record which lists all activites of this month for example.I just can't figure out what to put in the configuration fields of the update record step of the automation, I always get "received invalid inputs"Thanks !

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TheTimeSavingCo
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WanakaShowNew Participant
posted in Automations
Pictures in forms

I want to create a form with pictures in every question. From what i can see this is not currently an option in airtable forms. What would be the best, ideally free, way to do this? I need the data to end up in Airtable - I know i can build the form in Google Forms, but I am not super tech savy when it comes to automations>Any advice welcome!

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imogenblowNew Participant
posted in Automations
Stop Gmail extension adding paragraphs around lines

 Every line created in the gmail integration adds a paragraph, so when the email is sent, it created huge lines between paragraphs and adds space in between lines. You can see in the inspect tool screenshot attached, it's added <p> without me doing it in HTML inside the extension, so I can't see a way to turn this off. Has anyone had experience with this? I'd also like to add a signature with a photo, but that seems too much to ask at this point! Is there an extension that allows text rich emails? I've spent 4 hours + searching for a solution to this.Things I have tried- Zapier / Make - same clunky HTML email field, and cant seem to insert responsive personalised fields into the email.- Looked for an airtable extension in Gmail- tried to paste the email copy as long text in another table, but can't get responsive fields and it's clunky. Also cant do signature.  

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oreocereusKnown Participant
asked in Automations
Error when evaluating conditional group: if Formula field = interger?

I have a conditional automation. One of the conditions is that the actions only run if Formula = 1. However, airtable returns an error when this condition is included. The field is formatted as a number field. How do I get airtable to evaluate whether formula = 1? And why won't it do so in this set up. It seems fairly straightforward, so i'm surprise this is causing a problem. It's able to evaluate whether a formula = string.

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Brittany_SchuurNew Participant
posted in Automations
Duplicate Emails from Automations

I have set up an automation to email myself and my coworker when a new marketing task is submitted through our airtable.Currently I have it set up with me in the to address field, and my coworker in the CC field. When the automation runs, it sends me a duplicate email, and my email is copied into the CC line. I initially had both of us in the To line, but then it would copy both emails to the CC line and we would both get a duplicate email.I've reset the triggers and retested multiple times, and I cannot find a fix for it.

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ScottWorld
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NateRMNNew Participant
asked in Automations
Automation appends a multi-select string with new data, but merges some of the entries

Hi Airtable ninjas, So I'm trying to build out an application form for new workshops that my customers can submit to apply. When I get their application, I approve their application and register them for the workshop. This triggers my automation, where I want to APPEND the new workshop data to the existing workshops that the customer attended (this happens on my Customers table).I've set up my automation to trigger with the Application status being marked as "accepted", then I used the Find Records action to find the related record in my Customers table. Lastly, I used Update Record action to update my Customers table, specifically the Workshop Registrations field, where I want all historic workshop registrations of a particular customer. As you can see below, I first selected the field from Find records that contained the existing workshops of a record, then, I added another field that brought in the new workshop selected by the customer in the form:The problem is, the LAST entry

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auekk2787
auekk2787Inspiring
posted in Automations
Airtable confused by image URL

I'm creating an automation that uses Brandfetch to download logos. This uses the format: https://cdn.brandfetch.io/[company website] e.g. https://cdn.brandfetch.io/www.broward.edu/ However, when I use this URL to upload an image (or if I directly upload an attachment from URL), Airtable is getting confused by the ".io" domain. It thinks it's the file extension, and will upload an image of the brandfetch home page.I've tried doing a script and have the same problem. Something about this top-level domain is throwing off Airtable.Does anyone have a suggestion how to get around this?

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auekk2787
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torrine19New Participant
asked in Automations
Update Record with 'When Record Matches Condition' Trigger - record matches multiple triggers

I'm trying to create 4 automations that update Field B when Field A matches the conditions [both are multi-select fields].For example, if Field A has any of Clothing/Fashion, E-Commerce/Retail/Wholesale, Entertainment & Sports, Field B should be updated to Traditional Industries. If Field A has any of DEI, Education, Government/Regulation, Field B should be updated to Service-Oriented. And so on.However, most records in my base fall into multiple categories, and Airtable is defaulting to the first automation listed. How can I adjust my automations to allow Field B to be updated with multiple options?

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ScottWorld
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oreocereusKnown Participant
posted in Automations
Find records that share a common field?

I have a series of automations with various linked fields, but there is one user action I am struggling to create. For some minimal context, this is for recording and calculating mineral amendments to garden beds on a small market garden.In a particular use-case, I end up with multiple records for each bed. When this happens, I need to be able to consolidate the records that share a common field (bed) into a single record. So in this case, the 6 records need to become 2 records (GH3 & Gh4) that have multiple "amendments" linked.Can anyone advise how to go about this? 

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Tiffany7New Participant
posted in Automations
Automation: Google Calendar Dynamic Configuration

HelloI am beginner using airtable.I would like to make automation when create calendar event. There is configuration place for Google Calendar account in trigger details. Is there any way to do dynamic in that configuration for multiple account.I would like to do automation for multiple account. Thanks in advance.

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Sachin_191
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MITNew Participant
asked in Automations
My conditional logic automation doesn't run, but it works perfectly when I test the automation

Hello all! I created a conditional logic automation. When I test the automation, it works perfectly. However, when it comes to actually running the automation on its own, it doesn't work. Any suggestions?(When I create each one individually in its own automation, it works perfectly. However, I've hit the limit of new automations that I can create so I'm trying to consolidate using conditional logic)Below is a screen shot of the run history (that is blank) and how it runs successfully whenever I select "Test automation." PS. I'm doing this automation and have so many automations because I get reminders to do this 30 days, 60 days, and 90 days before a start date that's on my table. These reminders were all separate automations at first and worked perfectly. But doing the same thing using conditional logic doesn't work. Hopefully this was clear.

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Alexey_Gusev
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Emily_CooleyInspiring
posted in Automations
automating workflow for hospitality group process

I have a group database on airtable that I am trying to clean up and make more efficient using some automations.  Here is the flow: input group details into database, send a bid, send a contract, input into pms, get rooming list and input into pms,  send invoice, receive credit card authorization, take payment, send front desk instructions, send invoice for commissions, depart the group.  Here are my thoughts that I would like input on from the folks who know their stuff.  1.  Is it better to manage the flow through views or tables? My thought was to have all of the data that I need in a 'group details' table, then have a 'bid/contract', 'roominglist', 'Invoice' and 'FD instruction' tables.  I would then automatically move it through each table of the process based on a check mark or an attachment of a contract for instance. This would keep it clean as each step would then have it's own calculations that would pull from the data on the 'group detail'

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TheTimeSavingCo
nishant_tank
nishant_tankNew Participant
asked in Automations
Help with "IF CONDITION" in an automation for "when record updated"

I am new to AirTable automations, so kindly excuse my basic nature of questions and problems.Please refer to the attached screenshot to see what the description below refers to.When testing an automation, I am expecting the “Update record” action to NOT be executed due to the "IF Condition" preceding the action.For this, before I click on “Test automation” button, I am setting the API_Response = ‘record rollback complete’ and Status = ‘record rollback’.However, the test Output on the right hand side panel shows the condition evaluated to TRUE, when clearly the input section shows the API_Response and Status values were such that it should have evaluated to FALSE.I need help to understand why this is happening and how can I set the If Condition so that the desired result is achieved.Thanks in advance.

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nishant_tank
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Rachel_RoyalNew Participant
posted in Automations
Automation to assign Airtable users when a record is updated in a linked field

I'm trying to set up an automation in a base that will manage grant application and status reporting deadlines. I want the trigger to be when the field linking to the program is updated to automatically assign the appropriate team members. My setup is below, and the automation says it ran successfully, but it did not perform the action. What am I doing wrong? 

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Emma_SalterKnown Participant
asked in Automations
Automated emails - remove unsubscribe link

I am wondering if there is a way to remove the unsubscribe link when automating emails from Airtable?I have tried using both the email direct from Airtable and the from Outlook options.It is not OK if our clients can unsubscribe from these emails as we need to ascertain information before their audit is conducted.I read in a previous support article that automated emails using Outlook should solve this but it didnt work when I just tried it.

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cruizm14New Participant
posted in Automations
Linking parent and child tasks within the same table (using automations)

Hi, I have a table with tasks and would like to also manage subtasks in the same table. Currently, I have a linked field called "child". Using this field, I link to other tasks within the same table. So, a parent task record might show multiple linked records in the "child" field. I also have a "parent" field that allows linking to a single other record within the same table.I'm looking for a solution that works as follows:Trigger: When the field "child" of a record is updatedAction: Update "parent" field of the child record (s)*I created an automation that works for parent records with a single linked record in the "child" field (I did this by creating a formula field that converts the linked record in the "child" field to text). But whenever the "child" field has more than one record, the automation breaks down. Can anyone help?Thanks in advance! 

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boken4New Participant
asked in Automations
Airtable Free: Create Invoice between last invoiced date and date requested

Very green user here. I have Airtable Free, and I have four tables in my base: Work Entries, Clients, Projects, and Invoices. I built my base by modifying the one presented here https://blog.airtable.com/supercharge-your-client-management-with-automatic-invoice-creation/#base Ultimately I want to be able to print an invoice file from a record of my choosing in the Invoices table, but for now the problem is...How do I create an Automation that will populate the new Invoice record I create with a form? I want to have Automation take just the Client I select and a date I select in the form, go to the Work Entries table and look for all records for that Client AFTER the last invoice date for that client (invoice dates are in the Invoices table), and then sum all the Billable Amounts (in $) from the Work Entries table, summing only those Billable Amounts that are both for the Client I selected in the form, and between the last invoice date and the date I enter on the form.

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jeffc5000New Participant
asked in Automations
output.set isn't populated, even though it seems my script is generating correct output

I'm trying to build an automation that, based on a set of input values specified by a user, will output a set of available dates to create timeblocks in a calendar. The user specifies what date to start with, how many weeks to create these blocks for, as well as start & end times for the day, break time & duration, and how long each timeblock can be for (including some follow-up time). The code I've worked up seems to generate the output I am hoping for when compiled, but output.set and the console.log seem null when this runs in Airtable.Here's my script: let inputConfig = input.config(); let daysOfWeek = inputConfig.daysOfWeek; let sessionDuration = inputConfig.sessionDuration; let startTime = inputConfig.startTime; let endTime = inputConfig.endTime; let followUpTime = inputConfig.followUpTime; let startDate = inputConfig.startDate; let numWeeks = inputConfig.numWeeks; let breakStartTime = inputConfig.breakStartTime; let breakDuration = inputConfig.breakDuration; // Hel

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Courtenay_RickeParticipating Frequently
posted in Automations
Populate multiple select lookup based on matching fields between two tables

I have two tables with matching fields. (week ending dates) I want new records created in Table A populate in the multiple select lookup field in table B if the weekending dates match. How do I do - I fear the AI has sent me on a whild script chase.

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TheTimeSavingCo
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Leon13New Participant
posted in Automations
Help with Automation in Airtable for Synchronizing Account Names

Hello everyone,I’m currently working on an Airtable project where I manage two tables: one for accounts and another for account status. I'm trying to set up an automation that allows the names of the accounts to be automatically transferred to the status table whenever a new account is added. Here are the steps I’ve taken so far:Created Two Tables: One for the accounts and one for the account status.Set Up Automation: I’ve created an automation that triggers when a new record is created in the first table.The goal: AUTOMATICALLY transfer the account names from the first table to the first column of the second table as soon as a new account is created.Unfortunately, the automation isn’t working as expected, and I’m only seeing a "B" in the status table instead of the correct account names or nothing happens at all. I'm unsure if it's due to the settings or if I've overlooked something.I would greatly appreciate any tips or advice on how to resolve this issue. Thank you in advance f

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TheTimeSavingCo

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