Automations

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'

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.

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? 

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.

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! 

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.

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

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.

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

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. 

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!

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

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

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  

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? 

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…

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!

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

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.

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? 

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!

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. 

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.

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!!!

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