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  • 5,191 Topics
  • 16,174 Replies
5191 Topics
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ceg_New Participant
asked in Automations
Deleting Lines of Text Containing One Word

I may be SOL but I am very new to Airtable and I’m wondering if there’s any way to delete a line of text containing a certain word within a record. Basically, I input records that all contain source information and the line of source info always begins with ‘Page’ - is there any way to delete that entire line from all records or am I stuck manually deleting it from every record? 

637
Dan_Montoya
Jean_Thoensen
Jean_ThoensenKnown Participant
posted in Automations
Display error from interface button automation script?

My script runs as an automation when the user clicks a button on an interface page.If the script fails, I log an error to the console, and I can find the error in the run history. But it would be nicer to display a message to the user if they are still on the interface page. Is that possible? Thanks!

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Mike_AutomaticN
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Brian_ZayasParticipating Frequently
asked in Automations
Automatically send attachments to Google Drive

Hello- Is it possible to create an automation that sends attachments into a Google Drive account?

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Tristan-ARG
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MikeMitchParticipating Frequently
asked in Automations
trying to summarise rows in the same table

trying to store latest revision on a HEADER record from multiple rows (each with an ascending revision) in the same table. The first row far right on HDR should be the max of 4 shown below. currently says 0.Have two views - HEADERS ONLY and REVS ONLY - so created a link to another record to use rollup.When there is a new revision in the REVS ONLY VIEW - I try to fire an automation that detects the new rev, and automatically copies the ME35 number into the field I use for the link…. argghhargghh…..does not want to work !!!! Ideas ??? Many Thanks    Mike 

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TheTimeSavingCo
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laurenCTCLKnown Participant
asked in Automations
"Cannot assign list of string with strings" error when making conditions in automations

Hi! I have an automation that has two find actions.Find a record (a person) on table 1  Find an interaction on table 2 After the two find actions have run, I have a conditional logic group in order to update the record from table 1. In the first condition, I want to check if a value from Table 2 exists on the record found on Table 1. The value is a formula field on Table 2. However, when I try to make a condition using a formula (either “Activation name” or the array version of that formula, “Activation name array,” it is greyed out and gives the error Cannot assign list of string with strings. How can I use a formula as a condition here? 

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Alexey_Gusev
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JC RomeroNew Participant
asked in Automations
Auto populate ingredients based of recipe table

Hello im trying to build an ERP for my food business we manufacture and package fast food, so my main goal using airtable is to control raw materials, receiving of raw materials, production control, finished product control, recipes, and inventory.Since my Finished product (recipe) consists of various ingredients, im wondering if its possible to populate said ingredients taken from my recipe table to my production table every time I add (manually) the quantity of items to be produced in the day. or if the is a simpler solution would be great, im trying to control de raw materials consumption during production.    

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JimmyD
JimmyDNew Participant
asked in Automations
Automation race condition?

Can’t imagine this isn’t a bug, but I’m open to hearing explanations. I have a table built from a Salesforce report sync. One field is Account Name. If account name contains a comma, lots of other things break because Airtable doesn’t handle commas correctly in linked records (there’s a feature request open to address this). So I have a very simple automation that should fix things.When a record enters a view I have 2 actions:Run a simple script to grab the account name, strip commas, write the new account name to a separate field in the table. This works fine. Send a Slack message that includes the new account name from that just-written field. This does NOT work. Account name is always empty in the Slack message.If I test the automation by generating a preview of the Slack message, the account name is there correctly, without commas. It seems Airtable does not wait for action 1 (the script) to complete before running action 2. But that couldn’t be… right? 🤔To test, I added a delay a

453
Alexey_Gusev
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pearbiscuitsNew Participant
asked in Automations
Automation to create individual and group records from import file.

I’m trying to create a base for researching and resolving potential duplicates in another system. This system produces reports on a monthly basis that I’m trying to use as my starting point, ideally without any data cleanup of that file. So far I have 3 Tables:Imports Individual Records Group RecordsMy imports file/table has one row per individual record. Each individual record has a field called duplicate group ID. When two individual records have been identified as possible duplicates, they have the same duplicate group ID. I was trying to do something like:when a record in the imports table meets conditions linked record field “Group Records” is empty Another condition that checks for another automation to run first that corrects a field in the import file. find records that have the same duplicate group ID create one group record  create one individual record for each record found that have the same duplicate group idThe problem I’m running into is that the automation is triggere

331
TheTimeSavingCo
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chriss0212New Participant
asked in Automations
No extensions ind Trial?

Hi,i am totaly new to Airtable and i am working with the 14 day trial version.if i try to add any extension, it seems, that i can not work withit becaus it seems to be “locked” and i can not change anything in the extension.Is this because of the trial version?ThxChristian

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TheTimeSavingCo
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mirkolandoInspiring
asked in Automations
Automation Trigger after Time

Hello everyone,I'm facing a challenge with automating the synchronization between two tables: "Meeting Notes" and "Tasks."Goal:When an entry of type "Action" is created in "Meeting Notes," a corresponding task should automatically be created in the "Tasks" table. Changes to an entry in either table should be automatically synchronized in the other table.Current Implementation: I've created a formula field in both tables that checks if the entry has been modified within the last 15 minutes: IF( AND( DATETIME_DIFF(NOW(),LAST_MODIFIED_TIME(), "minutes") >= 1, DATETIME_DIFF(NOW(),LAST_MODIFIED_TIME(),"minutes") <15 ), 1, 0) An automation is triggered by this formula field when it's "1" and the type is "Action." The automation then creates or updates the corresponding entry in the other table. Problem:The formula field remains at "1" even after the 15 minutes have elapsed. This causes the automations to be triggered repeatedly and unnecessarily.Question:Does anyone have an i

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ceg_New Participant
asked in Automations
Single-Select Field Automation Based on Other Field Length?

I am very new to Airtable and have been trying to figure out if there are ways for me to automate some of the things I’m doing -  I have ad copy written in one column and I have another column for sorting the ad copy by length (i.e. One-Liners, Paragraph, Essay) - is there any way to automate my length field to auto-populate based on how many lines are in my ad copy field? I tried running a field agent that was ‘if {ad copy} is 1-2 lines…’ and it worked for some records but many had errors. I also tried using the AI assist and asking it ‘if records have 1-2 lines under {ad copy} then categorize it as ‘one-liners’ under {ad copy length}’ but had the same issue where sometimes it worked and other times it ran into errors. 

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airvues
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ghuzneeNew Participant
posted in Automations
Data extraction from pdf, doc and docx in airtable?

Can airtable take an uploaded document, such as pdf, doc, docx and then extract the text from it?If so how do I sort that out?I want users to upload a document rather than paste the words in the document for a smoother UX journey

4338
Andy_Cloke
MeaganEdwards
MeaganEdwardsNew Participant
asked in Automations
Automate Assigning People to Record

Is there a way to automatically assign people based on a list? Basically, when I change a status on a record, I want it to automatically assign 1 of 3 people from a list to that task (list is separate from base users) and if number 1 was just assigned, the next on the list is 2, then 3, then back to 1. Is there any way to automate this, or do you have to manually assign? 

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airvues
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dschuesNew Participant
asked in Automations
Invalid email on automation

Having trouble with another automation. I’m trying to make an automation that will send an email to an assigned care worker, when one of their assigned clients (global worker) has not had a touchpoint in more than two weeks. I’ve mapped it to send an email to their email ID from the linked table, but it’s saying “Invalid email address in the "to" field: fldoiK6gc9Jd7MMgy”. Here’s a screenshot of it:  

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Mike_AutomaticN
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anneboccInspiring
asked in Automations
Auto Categorization Script Throwing Error

Hi there, I’ve got a bookkeeping base I created and added an Auto-categorization feature that’s giving me some trouble. Basically, there is a Transactions Table, a Categories table, a Merchants table and a Rules table. In the rules table, you add the match terms you want the automation to look for, and a linked field with the category you want it to be. The way the automations works is this: record is created in Transactions, triggers automation automation looks to see if any match terms in the Rules table match up with the text in the transaction name if there’s a match, automation runs a script to fill in the category and some other fields (like “merchant”, which is a combo of the Vendor name that comes filled in from the bank plus the transaction year, and “payment type” etc) for the transaction in questionI confess I’m not adept at scripting and enlisted the help of ChatGPT to work this out. The script seems to be working most of the time, but recently has started throwing an error

372
TheTimeSavingCo
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Project_NP_LSKnown Participant
asked in Automations
Can Airtable automations do conditional actions inside loops and support nested loops?

Hi everyone! I’m working on an automation that needs to create records based on two linked lists, for example: A list of projects A list of team membersQuestion 1:Is it possible to have an automation that loops over the projects list and, inside that loop, creates records for team members only if the record doesn’t already exist? In other words, can I add a condition inside a repeating loop to check for existing records before creating new ones? Question 2:Is it possible to have nested loops in Airtable automations? Or are there any workarounds to loop over both projects and team members together to automatically create every combination without hardcoding? Thanks so much for your help!

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sarahschoon
sarahschoonParticipating Frequently
asked in Automations
weekly reminders only for people who opted in

I’m using Airtable to organize a writing group, and I’m trying to set up an automation that will send a weekly reminder about the meeting on the day before we meet, but only to the people who opt into the reminders (who are all listed in a “Reminders List” view of my “Members” table). However, when I activate the automation, it sends multiple emails to each person on the list. How have folks set up weekly reminders to a designated group? I can’t seem to get the table’s “email” field to work as a correct input for “To” so I’ve used another airtable community post’s recommendation of the “find records” action to make a list of people needing the email...but now instead of four people each receiving the email once, each of us receives the email four times. Here’s what I currently have set up, in case that’s helpful:Trigger: at a scheduled time (Mondays at 10am) - WORKS First Action: find records (From the “Members” table, make a list of everyone in the “reminders list” view) - WORKS Secon

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BuildForAT
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Koala123New Participant
asked in Automations
Summary

Hi all,I am in the process of creating a table for my coaching and consulting work. I have listed all my client names and which company they work for in a table. With about half of these people I actually have meetings with. These meetings are all on Zoom or Teams and I am sent a Zoom Meeting Summary compiled by AI Companion, which creates a summary of what we spoke about. Ultimately what I would like to achieve is the following:I would like this table to automatically assign any meeting summaries the clients are involved in, and then in a separate field, I would like Airtable to extract information from the provided summaries to display what the focus has been for the past six months, and another field to provide recommendations on how to best move forward with each person. Is that possible?

362
Mike_AutomaticN
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egarofNew Participant
asked in Automations
Deleting a record from one table based on a condition from another

I am trying to share information between two tables, a short list of info and a long list of info. There is a checkbox column in the long list that when checked, it adds that record to the short list. But if the record is unchecked, I want to delete that record from the short list, so it is not there anymore. I haven’t found an easy way to do this, so I wanted to throw it out here.

405
ScottWorld
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pandep12New Participant
asked in Automations
Importing attachments from smartsheet into Airtable

I have to download the attachments from smarsheet and directly upload them in to Airtable attachments column. is it possible as it is taking much time to upload attachments one by one?

383
ScottWorld
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Viky88New Participant
posted in Automations
Duration format and Google Sheet

Hi people!I am trying to establish an automation which appends a row to Google Sheet when the certain cell in Airtable is filled.Everything is ok except that duration data from a formula cell is not synced as h:mm as in Airtable but instead I get some strange number such as 3427.Is there any way I can correct this?Thanks so much!

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JZ-MousketeerNew Participant
asked in Automations
Updating Google Calendar Invites as Part of a Conditional Automation

I’m having an issue with an automation getting stuck when trying to update a Google Calendar invite, but only in a conditional set of automations. When I test it with the exact same instructions without the other actions it works fine, so I know that the configuration is good. The automation is triggered when 3 fields match conditions. The conditional actions are based on 2 different fields with the first two actions having one of the fields the same (status), and the other field being empty or not. These first 2 sets of actions work just fine with no issues. The second set of actions is a different status, and whether the other field is empty or not. The emails go out fine, so I know it’s getting to the correct conditional actions Then it gets stuck on the first calendar updateHere is what I see in the history. I have no idea what the error message ERR_UNESCAPED_CHARACTERS means. As stated, this exact same configuration works just fine on it’s own.  

364
TheTimeSavingCo
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sarahjjustusNew Participant
asked in Automations
When a record is updated in Table 1, update the record that is linked to it in Table 2

Here’s what I have:Meetings table with Meeting Status single-select field.Tasks table with Task Status single-select field.What I want to do:When Task contains (blah)and when Task Status is Completed.ThenUpdate Meeting Status to Completed in Meetings table.I did this exact same thing a while ago with the same tasks table and an exam table, and it works perfectly. Here’s a screenshot: But when I set it up exactly like this one, it doesn’t work? I’ve even duplicated the automation that does work, only changed the action’s table and field, and it still doesn’t work.How am I doing it differently from the first? How do I make it work? It needs to only work on the single meeting that is connected to this task (there is not more than one).

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S
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rubenxrNew Participant
posted in Automations
crear automatizacion para modificar un campo en una lista

Buenas tardes a todos, tengo una tabla de clientes que tiene un campo casilla de verificación que se llama Realizado, y me gustaria crear una automatizacion que cada 12 horas el campo de verificación realizado se modifique a 0. quiero decir que recorra toda la lista clientes y modifique el campo a 0 que todas las casillas marcadas se desmarquen. gracias.

333
Mike_AutomaticN
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Tim_StuartNew Participant
asked in Automations
Automation with Find Records Question

I currently have a table called template table with about 100 items in it. I want to run an Airtable Automation, so when a new record is created in a second table (Request Table) and the name of the record matches the name in a field from the Template Table, I have a step to find all records with that name in them. Let’s say for that new record from the Request table there are 10 matching records in the template table. What I want to do now is go into a new table and copy those 10 records and essentially create 10 new records in the new table with all of that information.I created an automation for this consisting of 3 parts:Trigger: When Record is Created (Request Table)Action1: Find Records (Template Table)Action2: Create Record (New Table) The problem that I am facing is that instead of creating 10 records in the new table, it takes all 10 records found in action 1 and puts 10 items into a single field for all fields in the table I am copying over. I want 10 records, but I am gettin

253
Mike_AutomaticN

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