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  • 5,191 Topics
  • 16,176 Replies
5191 Topics
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bssmaster8New Participant
posted in Automations
combining multiple records in email through automation

I am working on a service workflow that would require me to send estimates for projects. I can set up an automation to send a single estimate at a time but Im struggling to find a way to send multiple estimate in a single automation to a client with multiple project requests.

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Pascal_Gallais-
airballer86
airballer86Known Participant
asked in Automations
Update date and time based and on another date and time but no later than 10:30PM PST

Hi, I'm trying to update one date and time field {end date} based and on another date and time field {start date}. The catch is the {end date} cannot be later than 10:30PM PST (2024-09-01T10:29:59-08:00). 

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airballer86
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TaoutNew Participant
posted in Automations
comma separated text string to a multiple select field??

I am trying to take a comma separated value from one field (field name "Interests from MS"), and populate the individual items in that string as individual items in a different multiple select field (field name "Interest"), whenever it's updated. I set up the trigger fine, but I can't get the script right. Is this doable without a custom automation (ie. script)? If not, anyone have any suggestions on a script for that? ChatGPT is unable to get it right for me. This is what it was giving me:let table = base.getTable("Members");// Get the record ID from the automation inputlet recordId = input.config().recordId;// Fetch the record using the record IDlet record = await table.selectRecordAsync(recordId);// Get the value from "Interests from MS" fieldlet interestsString = record.getCellValue("Interests from MS");if (interestsString) {// Split the string by commas and trim any extra whitespace from each itemlet interestsArray = interestsString.split(',').map(item => item.trim());// Update

483
TheTimeSavingCo
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Alyson_HarrisNew Participant
asked in Automations
How can I remove a value from an automation when a record is updated?

Hi, I am having trouble figuring out an automation.I have a field for a project end-date, and I use an automation to enter a fiscal quarter based on a date table (and another automation to update that quarter if the date changes). When the project is cancelled or put on hold, I need to remove that date. When I do that, the fiscal quarter field remains as the last entered. Is there a way to have that revert to blank?Thanks!

131
kuovonne
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ch_jamesNew Participant
posted in Automations
Automation script to send a file via POST api

Hi all,We save some record fields that contain attachments in our airtable database. I've been asked if it's possible to send these files to an external company via POST api call from an airtable automation script. The call must be form-data and the endpoint is expecting a file in the key-value format. I've attempted sending the downloadable url but this is being rejected as expected. Is it possible to have the automation save the file from the downloadable url, and send that? I know there's some issues with sending files themselves with airtable. Any advice is appreciated, worst case we can download to our external database and send from there.

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auekk2787
TravisW
TravisWNew Participant
posted in Automations
Automating Email templates and attachments

Hello Everyone,I have a base with various scenarios, each of which has a template field and a field for attachments.I'd like to be able to create an automation that will open the current users email client and insert the relevant template and attachment.So far I've been able use the "mailto:" protocol to do as much with the written template but this doesn't support attachments. The email account can change depending on who is logged in to the database.TL;DR: I need to automate opening the users current email client and inserting the relevant attachment from the database record.

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ScottWorld
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wafflesmithNew Participant
posted in Automations
Help with a script to update record status field when outside date range

I'm a total novice with scripting and automation, so I had ChatGPT write a script. It looks right to me (I've double-checked the strings) and does not throw out any errors, but it is not having the desired effect on my base. Would love some pointers... Thanks in advance! My goal is to run this each night to ensure that I'm only seeing the current month's transactions in my view, but never less than the seven days before or after today. When I run the script, it finishes without error, but does not change my base and there is no output when testing the automation.  // Define the table and view let table = base.getTable("Transactions"); let view = table.getView("All Transactions"); // Fetch records from the view let query = await view.selectRecordsAsync(); // Get the current date let currentDate = new Date(); let currentYear = currentDate.getFullYear(); let currentMonth = currentDate.getMonth(); let currentDay = currentDate.getDate(); // Helper function to det

132
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jlaplanteNew Participant
asked in Automations
Email Automation with URLs stripping underscore from link

Hello all!I have a formula field in one of my tables that generates a custom URL to an Airtable form where I want to pre-fill one of the fields, and send the URL to the main point of contact through email.The formula is this:  CONCATENATE("https://airtable.com/XXXXXXX/ZZZZZZZZZ/form?prefill_ClientID=",RECORD_ID(),"&hide_ClientID=true") And it shows in Airtable correctly (this is a direct paste from the table field): https://airtable.com/XXXXXXXX/ZZZZZZZ/form?prefill_ClientID=recTuHzXP2YsNencA&hide_ClientID=true However, when the email automation runs, the URL that shows up has the 2 underscore characters removed, as follows:  You'll see that the "_" characters after the words "prefill" and "hide" have been stripped.  I don't believe it's the email client (Google) doing this, as I can email the direct link from the table through email and it comes through fine. Any idea why this is happening? John

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relliminanceNew Participant
posted in Automations
Airtable data to app script

Hi how can I get data from air table using code in gsheet?

11
TheTimeSavingCo
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krysAphexNew Participant
posted in Automations
Calculating ratios from filtered records in Interfaces

Hi there, below is a snippet of an interface I've set up. I have multiple filters that influence which records are used to sum the various metrics below. The next metric I'd like to implement is a ratio using the summed numbers, for example number of emails sent per user so 109167 / 51065 =  ~2:1. Is there any way I can do this? I'm happy with doing the actual calculations in a nocode tool if there's a way to send across the list of filtered records but I can't figure out a way to do this. If anyone has any ideas or perhaps alternative tools I could use for this exercise then please let me know, thanks in advance!

171
TheTimeSavingCo
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tahsinhParticipating Frequently
posted in Automations
Updating Existing Linked Record

Hello, I have 2 tables, clients and tasks. Each task has a linked record field to the client. I want the automation structured so that when Task ABC is Complete, the linked client's stage (stage is a field in the clients table) updates. I am struggling getting the record ID for the linked client record for the subsequent steps. 

11
Alexey_Gusev
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dianablancoNew Participant
posted in Automations
Batch downloading and naming images

Hi, Has anyone been able to figure out how to batch download images from Airtable into a folder with a naming protocol for each image based on information from the same row? Thank you, Diana

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PedroFernandesNew Participant
posted in Automations
Stock control based on BOM and amount produced

I have a BOM for each model we produce in our factory. I want to develope a database that allows us to control de actual stock we have based on the quatity and model of our production. Is it possible to do so without using a script and by introducing only a forms with the quantity and the model procuded? Just to understand my problem, each model uses at least 30 different components, with different quantities.Thank you

401
TheTimeSavingCo
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RJ_SouthamParticipating Frequently
asked in Automations
Automation to copy page url into table to save settings

I want to preserve the setting from a search on an interface page, this needs to be dynamic, so a view does not work as I don't have access to the setting from within the interface page.Below is an idea of the search, location, age, gender etc... In this case a Filter connected to a grid inside a interface page shared amongst users. Rather than copy and email the link to them it would be great to name it and save it.If I copy the page url for this search the parameters are contained in the URL. I want to be able to save that url into a 'Saved Searches' table that we can refer back to a reload said search. 

184
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Jean_Thoensen
Jean_ThoensenKnown Participant
asked in Automations
Conditional step triggers too early because of GMT

My automation has a conditional step that runs if these conditions are met:{Date Assigned GMT} is on or after 10/01/2024 AND{Date Assigned GMT} is on or before 10/31/2024I am located in the Eastern Time Zone. I am aware that automations do everything in GMT.How can I prevent this step from running until it is really 10/01/2024 in Eastern Time? 

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Jean_Thoensen
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bmax911New Participant
posted in Automations
Extract Youtube API and fetch the transcript to Airtable

Hello guys,I'm trying to build a script to automation fetch the youtube video's transcript to Airtable via API keys or Oauth 2.0 via Make.com. But when i'm trying to retrieve the transcript and fetch the data to Airtable, i cannot do that via API, so I have to create OAuth in Make.com. This is a script i used, but Airtable noticed me an errorconsole.error"Error fetching transcript:"▶{code: 403, message: "The permissions associated with the request are not sufficient to download the caption track. The request might not be properly authorized, or the video order might not have enabled third-party contributions for this caption.", errors: Array(1)}Anyone has experience this issue or resolve it before. Pleases, let me know hownThank you so much

451
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Pascal_Gallais-
Pascal_Gallais-Inspiring
asked in Automations
Google Docs Update

Hello, I am trying to use the “Update Google Doc” automation but I do not understand how to fill the “Content” section with the “Select field” option. I have created a google doc template with fields using the google add-on “Fillable Document”, but when I click on “select field” option in the Airtable automation, I do not see any field to select. Does anyone know how I have to set up my google doc template so that Airtble identifies fields from this file? Thank you Pascal

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AFTS-STEVEParticipating Frequently
posted in Automations
Single/Multi Select into String

Hi guys,I currently need a way to convert a single/multiselect into a string that I can push through Make into a dynamic template on Sendgrid.I am bodging it with a SWITCH formula"SWITCH({brand}, "Brand1", "Brand1, etc,etcFirst it feels messy and I bet there is a easier way, and it falls flat when you turn on the option for a user in an interface to add their own input.I would rather keep it in Airtable, so someone in an interface could select a single select option and then edit the output if desired.Make.comI have tried to do this through Make, but I am getting some strange results with it picking it up the single select, able to convert it to a string and even output it on an email, but this only works for the value that was selected during the construction of the make. As soon as it in changed it doesn't work (no errors, just doesn't show up in the dynamic field).This has stumped me! Any advice would be great 

253
TheTimeSavingCo
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altissiereNew Participant
posted in Automations
Share individual record URL but not all fields?

Hello, I've got a Base where each record is a person. I'm trying to create an automation that will share that record as a URL with each person (using their email address in one of the Fields), but not ALL the Fields in the record. I know I could manually create and send Shared Views that had the Fields I wanted, but this is hundreds of people, so I can't do it manually and I'm looking for a way to automate it.

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AFTS-STEVEParticipating Frequently
posted in Automations
Airtable Email Automation - Dynamic Clickable Urls from Records

Hi guys, any help here would be great. I am trying to make a list of records automatically send to me every 24h, this list is based on status, all of this works, but my problem is I can't seem to get the list to be clickable?Tried both:[Link Text][List of 'Base record URL']and[Link Text](List of 'Base record URL')Any help to make these clickable would be great  

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kuovonne
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MezarNew Participant
posted in Automations
Return only top record from a manual sort

How can I have an automation (or formula) return only the first record in a manually sorted table or view? I have clients submitting tasks and manually sorting the tasks according to the order in which they would like them completed, and we only work on one task at a time. I'm trying to build an automation that changes the status of the next task ("next" is determined by the manual sort field) to "in progress" when there are no longer any tasks for that client in progress. How can I do this without creating views for every client? 

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AFTS-STEVEParticipating Frequently
asked in Automations
Button - Make Hook and Update Record

Hi guys, I current have a button that opens a url that is a Make Web Hook, I was wondering is there anyway for the same button to also update the record.My plan is to open url to send email in sengrid, aswell as update status from Open > Sent. Has anyone done this before? Any assistance would be really helpful Thank you!  

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jcx1028New Participant
posted in Automations
Automation to Update Status of Tasks

I'm building a project management platform. In my current configuration, there is a table for Projects, and another for Tasks. When a Project is created, an automation runs to add corresponding Tasks. The Project table has a "Status" field, with options for In Progress, On Hold, Canceled, and Done.When a Project status is changed from In Progress to On Hold, I added an automation that also changes the status of the underlying Tasks to On Hold (so the individuals to whom those tasks are assigned now to pause work on them).But how would I create an automation to switch that Task status back to In Progress if the parent Project status is changed back?If I set the trigger to be "when record in Project matches conditions (status = In Progress), it's going to update a lot of tasks that should be updated.Is there a scripting solution for "if a project was On Hold and now is In Progress, change all underlying Tasks statuses that were On Hold to In Progress"?

611
TheTimeSavingCo
S
ShlomoGreenInspiring
posted in Automations
Open url from an automation

Hi all,I have a really simple script as part of an automation, that is supposed to open the URL of an interface page item that was created earlier in the same automation.I'm aware there's a button to open a URL in the interface designer, but then i can't have that button run the automation... function NewTab() {            window.open(            "https://google.com_blank");        } There are no errors, but the URL won't open.Any ideas? I've searched posts here but all seem to be related to the scripting dashboard and not scripting within automations.Thank you!

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farahParticipating Frequently
posted in Automations
Automtion problem

I have a table Formation 1 in Airtable that contains various information, including a field named Status with values such as "refused", "accepted", and "pack". I also have another table, Formation 2, which contains different information and is synchronized with the first table. I would like to set up an automation such that if an email in Formation 1 has a status of "refused", it should be added to Formation 2 with the status set to "pack solo". How can I achieve this?

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Pascal_Gallais-

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