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  • 5,191 Topics
  • 16,174 Replies
5191 Topics
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Javier_Plaza_GoParticipating Frequently
posted in Automations
Markdown output error in automation

Hi guys. Im quite new at automations and scripting. I have been trying to set a an automation that filters records under specific conditions and then opens an URL contained on a field of that record. I have learnt that this is not possible through Airtable, so im also working through Make to achieve it, but its not being easy for me either. But i have seen another  possible solution: Open it through a clickable link in markdown. So im trying to write a script in other to do so. The input is already set up, but when i try with output, it doesnt work. This is what i have writen so far:  And this is the error i get:Could some some help me a little bit?Thanks. 

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TheTimeSavingCo
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Samuel67New Participant
posted in Automations
Seeking Advice on Organizing Creative Story Ideas in Airtable

Hi everyone, I’ve been using Airtable to organize my content for a horror story website, but I’m facing a bit of a challenge when it comes to categorizing different types of stories. Since I write a mix of horror and thriller, sometimes the themes overlap, and it’s tricky to create a clear tagging system to sort them efficiently. Has anyone here dealt with a similar issue when organizing creative content? Any suggestions on how to optimize categorization or create a flexible system for better content management would be a huge help! By the way, if you're into scary stories, feel free to check out what I’m working on. Thanks in advance for any advice!

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nishant_tank
nishant_tankNew Participant
asked in Automations
Issue with Conditional Logic steps

Hi FolksI am a newbie to AirTable, so apologies if my question seems very basic.My automation consists of an action script that calls an API for an external system, and if the API operation is successful, it sets the “Status” and “API_Response” fields in my AirTable to “continue next steps” and “Success” respectively.Then, a conditional logic block is meant to check if "Success=continue next steps" and "API_Response=Success" and if these conditions are a match, a Create Record and Update Record actions are to be executed.However, even when the API operation is successful, the conditional logic is not evaluating to true for some reason, when it should. As a result, the Create Record and Update Record actions are not being executed.I have attached a screenshot showing the automation.What am I doing wrong?NOTE -The code in the action script that updates the Status and API_Response columns is as follows:await airTableTab.updateRecordAsync(recordId,{"API_Response": "Success"}) //Evalua

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nishant_tank
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YDLNew Participant
posted in Automations
Connecting more than one field between two tables

Hello, I would like to know how I can create fields that would belong and update to two tables at once.Currently I can only have one field linked to another table. For example I want my Deal table to serve as input to a Contacts table and be able to input the Name, Last Name and Phone number into this Contacts table, from the Deal tableie : When I create a new Deal occurence, I can simultaneously create a new Contact occurence related to this deal without having to change tables)Thank you for your help

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Alexey_Gusev
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jordangeorgiouNew Participant
posted in Automations
Send Formatted Email From Airtable From Google Sheets

I am looking to send information stored in a Google Sheet as an Airtable automation (using Gmail as sender).I've attached a screengrab of the ideal format to be sent  

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TheTimeSavingCo
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WanderlustSoulNew Participant
posted in Automations
Find records not working with dynamic record identifier

I have two tables Projects and Approvals. Projects are "approved" through an approval form that feeds entries to the Approval table. I have setup an approval form that dynamically pre-populates a record identifier in the URL from the Projects table. I have setup an automation to run when a new entry appears in Approvals table When I test the Find Records step using the dynamic Record Identifier filed from the form - the test shows me 0 results. But if I copy/paste the same record id and use the static mode - it returns 1 result correctly The automation ALSO works when it is Live - I'm just not able to use the testing function as it always returns 0 results. Any ideas please? 

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TheTimeSavingCo
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Povilas_SidaravNew Participant
posted in Automations
Form answer -> Page designer -> PDF as "Send email action" attachment

Hello, I am looking for fairly simple workflow: User fills a from User Receives an email with a file with their answers with some minimal formating Airtable has a page designer that has some bare bones features that are sufficient for my use case. On my action “Send email” I would love to be able to select my attachment as a “page designer PDF” form the same record. All the parts are there but I just cant see the integration between apps and actions. Am I blind? It really looks like I am missing it rather than it being missing. P.S. Formstack has an app that generates PDF into an file type fields but I can’t find a way to tiger it on new record creation…

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ShellyNew Participant
posted in Automations
creating PDF automatically in FREE plan

Hi guys!I have a free AT plan, because I currently lost my job. At my last job I had Business plan.Currently I'm working on automatically creating PDF inside AT. I have google docs, connected with DocsAutomator, and I want to create PDF once one field is updated. I have one form for holiday request. Once employee submit it, I receive the email with the request. I can either approve or deny it (with webhooks in Make.com). Once i approve it, the record in AT is updated (in Make.com) and then I want that PDF to create itself. This was possible in my previous job, because we had paid plan.Is there any way to automate this? Maybe with some other tool that I can use and automate it make somehow? Thanks for your help!

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Sara11Inspiring
asked in Automations
Send Document from Page Designer Block to Attachment field

Hi, I read a lot of questions about this topic, but they are really old, so maybe something is changed ( I hope :pray: ). Is there a way to send the document I created in the page designer extension straight to the attachment field rather than manually downloading it and uploading it to the Attachment field? I don’t have a big budget to pay for external services, but I have a lot of pdf to manage (more than 5k). Thank you

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Giora_GioraParticipating Frequently
posted in Automations
Automated Email with a List of Certain Product in a Certain Country

I have a table with a list of Products, with various details about the them.I have a linked table with the products' prices.The reasoning behind the decision to separate the two is that the prices change from time to time, and for different sales channels, the prices vary.I'd like to set an automated email that is fired when a new product price record is created.The email should include a grid table that shows:The records of the current and previous prices of the relevant product.I'd like to pull not only all the prices of the same product, but to also include some conditions.For example: all the filtered records should be the prices in the same country (e.g. Germany, or the United States).Please recommend the best practice to configure this requirement.

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TheTimeSavingCo
Ruchika_Abbi1
Ruchika_Abbi1Inspiring
asked in Automations
Script for creating record with single select field is failing

I have the following script to create records in a table. Event Name is a Single Select field. But I get an error "Error: Field "...." cannot accept the provided value." await passTable.createRecordAsync({ "Event Name": event, "Event Date/Time": date, "Notes": notes, }); }  I tried:  "Event Name": [{name: event.toString()}] and "Event Name": [{name: event)}]  but neither of them work. Any suggestions? 

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Ruchika_Abbi1
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NSawNew Participant
posted in Automations
Automatically make a hyperlink from a generated formula for email

Hi! I am trying to take my formula field (that is super long because it is a prefilled form) and make it into a hyperlink in automated emails. I have tried using the [words](formula), but it does not seem to be working. Any help would be appreciated, Thanks!

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CristianCG
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bobclewellNew Participant
asked in Automations
An automation creates the record, but then the linked info disappears (see screenshot)

I've got an automation that creates new records based on content in the triggered record, but the linked info disappears after about 5 seconds and I see the attached screenshot.A more concrete example - I've got a project record that I can add defined tasks to from a task template table. I made a button to generate new task instances for those linked tasks in that project. Those task instances have a link back to the task template record.Initially everything works as expected, and I go to my tasks instance view and I see the new task instances that are linked back to the task template. But, after 5 seconds they disappear and I see the attached screenshot for the linked task template fields. 

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AirtableIsGreatNew Participant
posted in Automations
Update Record With Form

Hello - I have a table for 'Booked Calls'. New entries come in when a call is scheduled and when the call time is passed an email goes to our client asking for feedback. The feedback is creating a new record and not updating the current records. I've recorded a Loom to add context: https://www.loom.com/share/b24fb5b8f11b4a18a786075e2966d681?sid=7454058e-7874-482e-9696-99a4cbde75c3 Looking forward to hearing your support.

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CristianCG
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Joel_Andrews1Inspiring
asked in Automations
Generate URL to Update Record Via Form

Ok, here's the workflow I'm trying to create:User 1 creates a new ticket by completing a form. (Easy)Automation generates an email to User 2, notifying them of the new ticket, including a few details and a link that opens the record in another form, which includes the details from the original ticket submitted and the ability to update the status and other fields as needed, then submitting the form to update the ticket. (???)User 1 gets an automated email, notifying them of the updated ticket. (Also easy)Is it possible to generate url that will open the record in a form to be updated and submitted? If not, could I instead generate a link that opens the record in an interface that I design for that purpose? I'm trying to minimize the opportunity for either user to get confused by other records or the Airtable interface, since neither of them will be Airtable users.Any creative ideas?Thank you!!!

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CristianCG
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0800-grizzlyKnown Participant
posted in Automations
Triggering automation with button from a list interface, workaround

Hi,I would like to trigger an automation with a button in a list interface. That's not possible, but how then to handle the following?The listing groups all records (projects) into several buckets. The user can choose which bucket to list with a dropdown filter element. After finding the right selection, I'd like for the user to trigger an automation for that selection. The automation will (loop and) send out an e-mail to and update some fields for all the listed projects.Is there some clever workaround that could be used?Rgds,Björn

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kuovonne
Drew_Nemer
Drew_NemerKnown Participant
posted in Automations
Using a script to generate a PDF

I posted in the ideas about my desire to have Page Designer integrated with the Interface Designer. I would like the employees at my company to be able to work within the Interface and generate letters for our clients through PDFs that are exported to the desktop.I know there are so many third party solutions to document generation, but I was wondering if it is possible to create a script that would be activated by a button in the interface to generate a letter that will save to the users desktop using one of the third party solutions.A click to download letter button.   

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Alison_RoadburgNew Participant
posted in Automations
Recruitment Conversion rates

Hello!I am trying to create a way to track our recruitment conversion rates (for a large program where participants apply to be part of). I know it should be possible, but not sure how to configure it all. Here are the key elements:We have an existing airtable base where all prospective program participants apply via a form. A required field as part of the application form is "how did you hear about our program." There is a drop down list of options they can select from.Once an application comes into the view, we review and have new fields that we complete, such as: application ranking (single select), checkbox to offer interview, application status (interview offered, contract signed etc).I want to then be able to understand from each source (eg. newsletter, job fair, referral etc.), which applicants went on the following:Number of applicantsNumber of interviewsNumber of offersNumber completed placements The goal is that this will help us better understand what source we sho

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Sachin_191
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jordangeorgiouNew Participant
posted in Automations
Updating Airtable Dropdown From Zapier Trigger

Hoping someone smarter than me can helpI am looking to update a dropdown menu (to show a quote is accepted) on Airtable when a user approves a quote on our quoting software (Quotient)I am using a quoting software called Quotient, works with Zapier, I am successfully done the 'trigger > find record > but I cannot find how to update a dropdown.The record is found based on the same unique text in Quotient which marries up to the unique customer reference in Airtable.I've added some screenshots which may help to understand

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Sachin_191
Kim_Trager1
Kim_Trager1Brainy
posted in Automations
7 out of 10 times my script crashes - is there anyway to mitigate that?

I've created a button that links to a script. The script duplicates the line where the button sits and duplicates linked records housed in another table. However, the script crashes seven out of ten times. Is there any way to mitigate this? Is it my internet connection? I'm tearing my hair out as it's almost quicker to manually go around all tables and duplicate records and wire them back up by hand 😧

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TheTimeSavingCo
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Allan-CohenNew Participant
asked in Automations
Send email only if records found on a "repeat for each" action loop

Hello,I am building a project management tool and want to send daily messages to the users on late tasks, upcoming etc...to do so, I have created my automation as follow: The idea is to run automation everyday, look for all users from a table 'participants', and for each one of them search for late tasks assigned to them. Generate an email and send it to each recipient. (I don't want to generate 1 email per late task.... too many messages)This works great as is, except that if there is nothing late in the queue for a user, he will still get an email with an empty table...anybody has a solution to add a condition on this automation?thanks!

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JeffJohnVol
JeffJohnVolInspiring
asked in Automations
Creating a view of distinct users.

I have a table of worklist items that are assigned to users. I want to create an automation that once triggered will execute the "find records" and would go through the distinct list of users that have open tasks.  Open tasks I can do with a filter, but how do I work it out such that if Joe has 3 tasks, the action only executes once for Joe?I tried the group but it didn't seem to do the trick (unless I'm doing it incorrectly). I could just do it all in a script, but I'd rather use the no-code tools to drive the automation. Thanks.

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JeffJohnVol
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Carlos_Zuniga_RNew Participant
asked in Automations
Automation to get email from different table

Hi! So, I tried an automation to send an email to some designated people from a list on Table 2 when a record enters a view on Table 1. The users are coming from a linked record from T1 to T2, but when I configured the automation, the system apparently didn't read the emails are emails so, so it failed to send anything. Am I missing something on how to do it?  Background: All of the users are Airtable users but they don't have access to the email accounts linked to those emails.

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siddharth_sdNew Participant
posted in Automations
Automation in interface

Hi everyone.I am looking for a solution where I have an interface created and I want to automate the process of sending the interface data via Automation or Scripting. I have tried the scripting route, but it asks for installation of node.js libraries. I am not an expert at programming and have recently started learning, so I was unable to proceed with the same.Any help in this regard would be welcome. Thanks!

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JBJ
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jvogelisNew Participant
posted in Automations
Setup Automation Where New Status Assigns Date/Time From A Preset Rolling Schedule

Hey there! I've got a cool idea to streamline our database for easier use. Here's a Video Demo: Database Automation for Content Publishing 🤖 | LoomCurrently, I have a content database filled with records from a form, and I've set up automation to fill out most of the fields. I'm exploring ways to automatically assign a publish date based on a rolling schedule I can pre-set. I'm looking to avoid manually setting dates and want the system to add content to the schedule automatically. I'm not sure if I need to create a formula for this or another table to reference back to. Let me know your thoughts Airtable community!

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