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  • 5,191 Topics
  • 16,175 Replies
5191 Topics
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raduncanNew Participant
asked in Automations
Can auto numbering be applied across tables, across bases?

Hello.Very new to Airtable. I am a designer working with a marketer for an events org. We are using Aritable to manage all our projects. I need a unique number for all the projects and am wondering if it's possible to auto number across multiple tables in a base, as that is how she is going to organize (tab for brochures, tab for print ads, etc.)I also would like an alpha prefix because we will have another base for another events org that we work on simultaneously.Ideally, I would like to have all projects in both bases just be auto assigned a unique number, but I don't know if that is possible either.Thanks for any help!

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Dan_Montoya
LauraP1
LauraP1New Participant
posted in Automations
Trouble with automation that relies on linked items

Hi, I am having trouble creating an automation to update a record in a table. When I try to set up the "Find Record" step, I'm getting an error that "cannot assign list of string to string" and I don't know how to proceed or how to fix my data set up in order for the automation to work.The issue (I think) is that in the table I'm trying to update has a linked field which is the unique identifier I need for the automation to find the value I want to add to the table I am updating.  I'll try to explain the data structure and what I'm trying to do. Table 1: ContractsTable 2: Contract Items (this is a list of "products" that are associated/organized with Contracts for clients in Table 1)Table 3: Books (this has an association with Contracts (from Table 1) to a book). One book can have several contracts. One contract can have several books. Table 4: Results (Products from Table 2 is the primary organizing principle for this table, and this is the one I am trying to updat

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LauraP1
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egordinKnown Participant
asked in Automations
Pause or Delay in Automations

Is it possible to delay an action from happening? I really like Slack notifications for new records, but I’d like the action to wait say, 1 minute after the record is created so that I can finish adding all of the fields. Is that possible?

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kuovonne
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farahParticipating Frequently
posted in Automations
Prblem automatisation

I have a date field that contains "2020-11-26" and another field of type selection. I would like to put the date "2020-11-26" in the selection field by transforming it into "26/11/2024". How can I do this?

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Dan_Montoya
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cyber_nalesNew Participant
posted in Automations
Getting this "Error updating record: Field "fldkFF6U0cEliKKyy" cannot accept the provided value."

I am creating an automation script in transferring data from a source table to a target table. The source contains AI generated responses so everything is in text. I have 4 fields in the target table as single-select fields and I found out that the error I am getting is for those fields. Here's the code below. Hope someone can help. let sourceTable = base.getTable('Update Repository'); let targetTable = base.getTable('UPdates');  let inputConfig = input.config();let recordId = inputConfig.recordId;let newRecord = inputConfig.newRecord;// Fetch the record from the source tablelet record = await sourceTable.selectRecordAsync(recordId);// Fields where AI responses are stored in the source tablelet flag1 = record.getCellValue('Name change - AI'); let&nbs

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Alexey_Gusev
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DarciParticipating Frequently
posted in Automations
Find, Group & Sort Similar Records

Greetings mighty Airtable community,We are trying to set up a very simple automation called "FIND SIMILAR RECORDS" within our blog article base (hundreds maybe thousands of records/titles/articles) that would look like the example below. When a new record is created, we'd like to automatically Find and Group (and Sort) similar records in order to look for redundancy or duplicates. Meaning:Every time someone goes to "create a new record"When "specific service" field is [current item] entered into the new recordAnd/Or "keyword" is [current item] entered into the new recordAutomatically Find and Group similar records in order to look for redundancy or duplicatesWe'd like this to be an automation rather than to set it up as a simple search option.It seems like a simple request but the free version will not play nice. When we asked Airtable support if the app will do this, they said they cannot help with automation setup. For example, we're not sure:-- if this would be a script to run,

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jillmontereyKnown Participant
asked in Automations
Repeating group is creating an extra row with all selections

In the Change Request form I've created, users can enter information about a change request -- item, change type, notes, screenshots, etc -- and then they can use a multiple select dropdown to choose up to four Regions where the changes should apply.I'm using a Repeating group to cycle through the Regions input to create a separate record for each Region. 4 Regions chosen, 4 rows, 3 Regions chosen, 3 rows, etc. Beautiful! The trouble is, it also creates a single row with ALL 4 or ALL 3 regions etc on it. How do I stop that?

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HannahSKnown Participant
asked in Automations
Auto fill attachment for every new record?

I need my company logo to appear in every record in a table so that I can have it appear on the sales brochure I create in extensions (unless someone can explain how to do this using the static element there but I can't find a way to attach it there).Is there a way (possibly an automation?) to have that field auto-fill with the attachment whenever a new record is created? Thank you

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lauragallagherNew Participant
posted in Automations
Deleted allocations when project name changes

hi! I have an error in my base that when a project name is changed, the allocation column is deleted. I do not want this to happen, please give guidance on how to adjust automations so that project name changes will not delete allocations. Thanks!

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TheTimeSavingCo
auekk2787
auekk2787Inspiring
asked in Automations
Power Automate webhook to trigger automation

I'm trying to connect MS Power Automate to Airtable. A lot of info seems to be stale out there. I have this flow, which parses data. I found this step HTTP Webhook. I'm hoping to make this a trigger for an Airtable automation. However, when I run the flow, it gives me a bad request error at this step.Does anyone know if this is possible to set up like this?  

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auekk2787
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javisantacataNew Participant
asked in Automations
Automation error Formula to text

Hello, I would like someone to help me. I have a date field that I want to change the format of in order to include it in an automation that sends an email informing about the appointment date. To format the date that appears in the email, I created a formula field and an automation so that the date (which is of the "date" field type) is converted into a more user-friendly format. However, when I link the email content with the formula field, it’s not retrieving the date. So, I created a new automation to transfer this date to a text field, but when I do that, the text field throws an error. I am attaching screenshots of everything. 

142
J
FPX
FPXInspiring
posted in Automations
Automation Help | Email Notifications

Hi all I want to send out weekly email notifications to all my customers which shows only the records (orders) which relates to them (i.e. I dont want to show one customer someone elses orders and ) and where status of the order is NOT complete and ETD (date or formula) is on or before the last day of the current month.The records (orders) are found in my order line items table with the information (quantity dispatches, quantity remaining, ETD,  etc)I have a 'look up' customer email address field in this table so I would think this is how this could work? Note that my customers and suppliers both sit in the same table called 'Locations'I also want this to be in one automation (i.e. I dont want to create an automation per customer) so is there a way to send out to all customers? Any suggestions @TheTimeSavingCo @kuovonne ?Thank you!

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Pascal_Gallais-
FPX
FPXInspiring
posted in Automations
Automation (Interface Filter)

Hi all As per my screenshot below, I have a filter for orders with an ETD (estimated time departure) on or before the last day of the current month. On the first day of each month i currently manually update this. How can I set up an automation that occurs on the first day of each month that updates 'exact date' to the last day of each month? e.g. 30th sepertember today so 1st October should update filter with exact date to 31st October.@kuovonne @TheTimeSavingCo - let me know if you guys have any suggestions too please? Thank you!Thank you

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FPX
FPX
FPXInspiring
asked in Automations
Airtable Automation | Email out PDFs using Button

Hi all I want to create a button within my interface that finds the PDF PO generated under my Orders table and send it out as an email only to the email address under a look up field.The PDF PO is in my orders table (as below)The email address I want to send this to is a lookup field in my orders table   Below are what the conditions will need to be (i.e. Can only send out once the PO is generated)@TheTimeSavingCo @kuovonne @ScottWorld - Appreciate any suggestions you guys have!Thank youGeorge

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FPX
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Gordon_RothmanParticipating Frequently
asked in Automations
Hyperlinks in automated emails

My base has a field formatted for URLs. When I use automation to send the URL for a given record, how do I make that reference a clickable link in the email? It looks like I should be able to do that with Markdown, but I haven’t figured out the details. Thanks in advance!

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FPX
JeffJohnVol
JeffJohnVolInspiring
posted in Automations
Can you produce a formatted email in a script and gmail it in an automation?

I need to send a gmail via an automation that I need to format the body with a script as there's a lot of data I need to collate and format.  Is it possible to have a step that runs a script (I have a team acct), populates a long edit text on a record as a formatted email body, with urls etc, then on the next step of the automation gmail that field?It seems like it'd be "yes", and I'm going to try it out tonight, but if there are any warnings or cautions anyone has to offer, I'd love to hear it.Thanks.JeffEDIT:  As I was working on this adding the long text field to my table, it got me thinking that I might just create a new table called "gmail" that I populate with all the particulars, and then have a separate automation that sends those gmails out and updates the row with the status and date/time sent.  Nuts?

523
kuovonne
JeffJohnVol
JeffJohnVolInspiring
asked in Automations
Can a function be shared in other scripts?

I've been working with scripts and have been loving it.  I know the answer to this is probably no, and would be nice to have, but not a huge thing but....Is it possible to have a some common functions that I write shared across other scripts I use in my base?  I can continue to just copy/paste them in the scripts I need.   I know it goes against the ethos of low-code, I just have a few I use a lot.

41
kuovonne
W
WebsInspiring
asked in Automations
How to output a list of cell values with Scripting automation

Hello - I have another frustrating issue with regard to using the output.set function.I am able to access a list of records from a query using  output.set("Record List", query.recordIds), but as expected it only outputs a  list the record ID strings.What I want the output.set list to output is a list of values from the query result.  Put differently, I am trying to build a list of records, and have the output  be a list of the cell values.Once I have that list, I plan to pass it to a repeating group automation step.I am not understanding what I need to do to prep output.set to output a list of cell values.  // query for every record in "User Accounts" let table = base.getTable("User Accounts"); let view = table.getView("Unlinked Member Script"); let query = await view.selectRecordsAsync({fields:["User ID","User Login"] }); //this outputs the list as record ID string; output.set('Member List',query.recordIds); //I want the output to be a list of User Logi

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JeffJohnVol
0
0800-grizzlyKnown Participant
asked in Automations
Forcing or reformatting email from forms to lower case

Hi,Is there ways to (i) force an email address collected through a Airtable form and to (ii) convert an email address coming in from an external system to lower case?We use Airtable as a CRM/ERP system, hence we register contacts and events for those contacts (for the purpose of this question). The first touch point is an Airtable form, after which the contact is directed to a Calendly event. The one piece of information connecting these inside Airtable (and a basis for a lot of automations) is the contact's email address.Yesterday I debugged an automation, and realised it had not found the right contact due to a capital case beginning of the email in the contact's data. Had not thought about these (naturally) being case sensitive.I see that one can user lower() in formulas, but would not want to use several "parallell" fields/columns for this. I tried to use lower() to encapsulate the data field in the automation, but that didn't seem to work.Suggestions how to do this?Rgds,Björn

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JeffJohnVol
JeffJohnVolInspiring
asked in Automations
Can a schedule trigger be defined by a record?

TLDR: Can you have an automation trigger that is a scheduled date be changed by data in a record?I was telling a friend about airtable and she asked me how hard it would be to have a notification email go out based on data in her record(s).  She was thinking about using airtable to define different appliances and systems in her airbnb's, and wanted to define data for an HVAC system (there may be several) that has air filters (of which one system may have 1 or more) and have the reminder be sent after say, 3 months.  If she doesn't get around to changing it until month 4, she wants to have the form allow her to say "yes, changed on this date, remind me again in another 3 months" Of course, that's the human talk description, I know it would actually be checkboxes and dropdowns.  She may change one sooner if she had lots of clients, but she doesn't want the notification "every 3 months", but rather, every 3 months after her last change.

217
Alexey_Gusev
J
Jason_ChoiNew Participant
posted in Automations
creat comments when specific fields updated

I'm using automation.I want to automatically add comments to the record when updating certain fields, but I can't..What should I doAnd. I keep failing to get records... I caught when record updated with trigger... let table = base.getTable("Your Table Name");let recordId = input.config().recordId; if (!recordId) {throw new Error("Record ID가 정의되지 않았습니다.");}let record = await table.selectRecordAsync(recordId);let fields = ["fields1, fields2, fields3"];let changes = [];for (let field of fields) {let oldValue = record.getCellValue(field); // let newValue = record.getCellValue(field); /if (oldValue !== newValue) {changes.push(`${field} 값이 ${oldValue}에서 ${newValue}로 변경되었습니다.`);}}if (changes.length > 0) {output.set("changes", changes.join("\n"));} [Error]ERRORTypeError: Invalid arguments passed to table.selectRecordAsync(recordId, options):• recordId should be a string, not undefinedat main on line 7

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Alexey_Gusev
A
Abby_SkrabakParticipating Frequently
posted in Automations
Automating The Stacking Section in the Kanban View

Hello, I am making a recurring weekly checklist, and I would like the Kanban Stacking view to change with the day. So today is Wednesday, I would like all my Wednesday tasks to be first and Thursday next, and Tuesday to be last. Unfortunately the stacking option only allows for alphabetical order. I’m trying to think of a formula that would be dynamic and would assign the row a “1” if the due date falls on today’s weekday, and assign a “2” for tomorrow’s weekday, and so on. I’m not sure if that makes sense. That’s just one thought, if there is an easier way I’d love to know.

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J
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Javier_Plaza_GoParticipating Frequently
asked in Automations
Open URL contained on a field through an automation

Hi guys!!!I´m trying to set up an automation which could find some records under determined circunstances. Then update a couple of fields and finaly open an Airtable URL which is contained on a field and is different for each record. Everything works quite good, except que the URL openenig which i have no idea how to make it happen. I guess it would be through a script, and should be so complicatyed, but i have no idea how to start. Thank you in advance for your time.

181
TheTimeSavingCo
K
kschnaenbergInspiring
asked in Automations
Airtable Record URL - Link to record in Interface rather than data view

Use Airtable Record URL in email notifications...any way to link to that record in Interface rather than data view?

1782
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greenbeangtNew Participant
asked in Automations
Populating a dropdown list in another table using the record names

I have a database where the first table is the registrations, then I have four more tables with their own forms. I want people that registered in the first one, to find their name in the other forms instead of filling it out again. So what I need is for the the name of the records from the first table (registration), to automatically populate a dropdown menu in the other four forms. Do you know an automation to do that?

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