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  • 5,191 Topics
  • 16,176 Replies
5191 Topics
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edgeParticipating Frequently
asked in Automations
Update record from a linked table IF not empty

Hi i recorded a quick loom to explain my goal and problem: https://www.loom.com/share/984f3cc405a54ebb93cac3d861843570Here is the corresponding database:https://airtable.com/invite/l?inviteId=invBQZLlFEVSONEXd&inviteToken=e4487b2eb45a328e2e997098f1a864d581e116c9a89364c5754478aa6e8aed69&utm_medium=email&utm_source=product_team&utm_content=transactional-alertsWhat is the automation please?

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Patrick_HughesParticipating Frequently
asked in Automations
Need help with automations | Updating a linked record field

Hi all,I've been running into an issue with an automation that I just can't seem to figure out; basically, I have one table which contains a date column (Reachout Tracking), along with a linked field to another table which contains contacts to whom I'm sending an email (Contact List).I'm trying to set up an automation where when I update the Date Sent column, it automatically updates another date column called Date of Last Reachout in the linked table: I know that something in the automation chain here is messed up, but here's the chain I have so far. It doesn't give me errors when testing but it also doesn't achieve the desired results:Any tips for how to successfully link and have this column update automatically would be HUGELY appreciated.Thanks!Patrick 

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MojjoNew Participant
posted in Automations
Updating records with data extracted from pdfs

Hi, i want to read pdfs via the open api and fill the data into predefined tables.Im not so experienced with JS, but with chatGPt I managed to receive already the correct data. Now I get an error that doesn't help me any further. I checked all fields have correct names. The pdf data get correctly extracted.  Now im running in circles, I think the scripts tires to update Column 0 ("Bestellnummer") but shouldn't, I only want to update the fields with "AB". If anyone can help here I would be very happy. peace this is the code:// Retrieve all input variables in a single input.config() calllet { pdfFile, lieferant, recordId } = input.config(); // Destructure to get multiple valuesconsole.log("PDF File Structure at Start: ", JSON.stringify(pdfFile, null, 2));let pdfUrl; // Declare it here to ensure it's accessible outside the block// Check if a PDF exists in the input and is properly structuredif (Array.isArray(pdfFile)) {console.log(`pdfFile length: ${pdfF

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Alexey_Gusev
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user2100Inspiring
asked in Automations
Store document in data record

Is there a way to use automation to automatically store a document in the newly created data record for every newly created data record

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Alexey_Gusev
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missmeganjNew Participant
posted in Automations
Need Help with Automation that only links records based on rollup field sum

Hello- I’m looking for some help with an automation/formula in airtable.I have a table called Inventory that has all of my products in it. I have a view that contains priority level of what needs to be produced next and the amount of space it takes up during production by product.I have another table with kiln loads (production) that I need to link all of these records to automatically by priority level and not have the kiln space exceed 90% (I have a rollup field that sums the space taken by each product). Essentially, I need the automation to start linking the products to be produced on the first record, once that reaches a max of 90% space, start linking them on the second record, and so on until all of the products to be made on the first table are linked to a kiln load.I’m pretty good at airtable but this one has me scratching my head. Thanks for any help in advance!

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Alexey_Gusev
Cole_Wedemeier
Cole_WedemeierInspiring
asked in Automations
Find Record Conditions Returning "Unknown Error Occurred" when using formula field in conditions

Hello!!I have an automation I'm creating where I need it to do a "find record" based on email address. In table A, the email address is a lookup field so I created a formula field titled "email for automation" and simply told the formula to populate the information from the lookup field (as lookup fields cannot be used in the conditional setup of automations). However, when I go to validate my find record, I get "Invalid Input Error"Here are the details.Table A "Bonus Delivery"  Table B: "Webinar Registrants"I'd like the automation to do the following: When a new record is created in Bonus Delivery, find record in Webinar Registrants, and IF FOUND, Update Bonus Delivery Record with a check in the Webinar field (such as the first screenshot shows). Here's my automation:TRIGGER: When record is createdACTION: Find Record in Webinar Registrations Where {Email} contains {Email For Automation} (this is the formula field that populates the lookup record data)But in testing

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Cole_Wedemeier
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SwaingeNew Participant
asked in Automations
How to Stop Email Automation Sending when View is empty?

Hi,I have an automation that looks at a view and adds every record in that view to the email and then sends it at 3pm every day.How do I stop the email from sending if there are no records in that view?

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farahParticipating Frequently
posted in Automations
Problem Airtable

Hello ,I have two tables: "Formation 1" and "Formation 2." In "Formation 1," you have fields such as name, surname, email, status, and phone number. In "Formation 2," you have fields like name, surname, order date, email, title, funding, and coach. The two tables are not linked.You would like to automatically transfer the same information from "Formation 1" to "Formation 2" when the status is "Refused" in "Formation 1." How can you do this using Airtable alone?

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elisaauNew Participant
posted in Automations
Base Access for Fillout

I created a form in Fillout to update fields but now when I share the unique URLs with those who want to update their information, it says that they do not have access to this base.  I'm not seeing how I can update settings without giving each person access to the entire base.  Thanks in advance!

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DisraeliGears01
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Jon_EynonInspiring
asked in Automations
Scripting to MultiSelect Linked.. only works when at least one item is in the field

I am looping through a list of people in a table and adding them to a multiselect linked field in another. I have found andimplemented the following code to update multiselects without deleting the records existing values.I have found that this only works IF the record contains a value. I get the following error:TypeError: record.getCellValue(...) is nullOnce I push a value into the record manually and then run the script it works great.I need to be able to push the FIRST instance into that field and then also add on top of that.Thanks in advance.// This script only works if there is already a value in People Link. In my loop I might need to updateadd up to 3 people into this record. How can I push the first one in and then run this after?What would my if look like? // table.updateRecordAsync(record, {   'People_Link': [       ...record.getCellValue('People_Link'),       { id: linkID} &n

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Alexey_Gusev
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user2100Inspiring
asked in Automations
automation with reminder in 1 month

I would like to create an automation that reminds me by email 1 month before a date from a formula field. Unfortunately I can't change the value of a formula field to dynamic or say the date is within 1 month like I can with a real date field. that doesn't work.

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Pascal_Gallais-
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sherryyjiangNew Participant
posted in Automations
HTML formatting for "Send Email"

Is it true that Airtable is fairly limited in its ability to allow you to use HTML formatting for send email? Is the solution then to have to use SendGrid or another service that could help out with email automation?

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kuovonne
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0800-grizzlyKnown Participant
posted in Automations
OWN MISTAKE: ""Subject" could not be converted to a string" for some e-mails in a repeat group

UPDATE: found out this was due to a formula error, which left the deadline date field in #ERROR for the affected records. SORRY not to have noticed it before posting.rgds,Björn---------------------------------------------------------------------Hi,Sending out personalised e-mails with repeating group automation. Out of a bunch of 96, some 5 just failed with a quite unhelpful ""Subject" could not be converted to a string" message.The e-mail subject field uses a variable to fetch a deadline date. For 95% of the e-mails it works like when tested, for 5% it doesn't.Any ideas how to troubleshoot? How on earth does it work for some, but not for others? It's the same data that is retrieved for all.Rgds,Björn

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Alexey_Gusev
Alexey_Gusev
Alexey_GusevBrainy
asked in Automations
Updating with new options in Single Select via automation script

Hi,I created a script which takes data  in a project financial table and updates special table with payments report.I'm going to setup it to run daily or weekly automation, and add it to many projects in different bases.Problem with updating a single-select field 'Type' (of operation), when new Types appear.here is the issue, automation can't do that (script extension works ok):thinking about workaround - use preparation script, compare and check whether new types available, output them in variable 'newtypes', find any random record in destination, loop Update it's 'Type' through the list of 'newtypes', then return the old value.Then run main script.More clean solution, to avoid affecting Modified Date of existing record could be - Create new record, Loop update it with all new types, then delete it (by script).Unfortunately, Loop must be in the end. Can't return old value, can't run main script(I put 'List of record IDs' in 'Record ID'(to update), it's not quite correct, but

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Alexey_Gusev
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Jean-HNew Participant
posted in Automations
Help - Automations fail

I would like to set up and automation that "At 9 AM every Monday, Airtable will automatically send a Slack message to a user if a certain condition is met (e.g., "Task1" is set to "Pending Activation"). The Slack message will have an actionable button (e.g., "activated"), and when clicked, it will update a specific field " Task 1" in Airtable (e.g., changing "Pending Activation" to "Activation"). But the test result is negative and showed received invalid inputs.    

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DisraeliGears01
James_Carringto
James_CarringtoParticipating Frequently
asked in Automations
Delay email automation

Does anybody have a good workaround for delaying email automations for (example) 10 minutes? Our situation: When a project goes over budget, an email is sent to the project manager But: the email will go immediately, which is a problem, because the project manager might simply be in the process of updating the record, and once he’s finished with his updates, the project might not actually be over budget. Therefore, we are getting tons of false notifications. What’s needed: Some sort of pause before the notification is sent out, where Airtable checks to see if the situation is still true for that record, before sending the notification.

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ivyNew Participant
posted in Automations
Extrapolating Week Number from Dates

Hi! On my table I have three fields, "Start Date", "End Date", and "Week Number". I am trying to make an automation that extrapolates the week number from the date range. I know there is a formula that does this but I'm looking to have the field be a single-select color-coded field. I have an automation that is working out well but I can't figure out how to do the automation so that it would automate multiple weeks if the start and end date spans multiple weeks. Current automation: If start date is 1/1/25 and end date is 1/3/25, return week 1. Where I want to get: If start date is 1/1/25 and end date is 1/9/25, return week 1 and week 2. Is there an easy way to do this? 

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Wyatt_Barnett
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kaminoanNew Participant
posted in Automations
Cannot use linked record field in automations

I have a table <TableA> whose records <TableARecord> have a field <LinkedRecordB> which is linked to records of a second table <TableB>.I am try to use that field <LinkedRecordB> for automations and I don't see how.If I try to use it in a Condition Group, when defining the condition I can only use the record ID and Name.If, as a workaround, I try to find the corresponding record in <TableB> using a "Find records" action with "Find records based on" when trying to defined the condition I am not even able to select that field <LinkedRecordB> and get an error message when hovering stating: "No valid nested options"The only solution I have found is using adding another field of type "Formula" in <TableA> an getting the Name of that linked record <LinkedRecordB> and then using it in the condition in option 2.Am I missing something?

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Cole_Wedemeier
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farahParticipating Frequently
asked in Automations
Automatisation airtable

I want to automate the synchronization between two fields in Make and Airtable. I have a “date” field and a “selection” field that contain the same information. I would like the “selection” field to be automatically updated with the same value as soon as the “date” field is filled. How can I achieve this?

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Sachin_191
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JulieOInspiring
asked in Automations
Interval automated emails based on conditions

I would like to set up an automation to send an email when a condition is met...and I'd like it to run every 2 weeks or every xx weeks or xx months. Is this possible?

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TheTimeSavingCo
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Jesse_GentileNew Participant
posted in Automations
Automate copying image URL from one field, and inserting it into "Get Image URL" in another field

I need to copy a URL from one field and not just paste it into another field, but paste it into the “Get Image URL” style field … and then UPLOAD IT. If you’ve used the “get image URL” type of field you know you can drop files into it or past a URL into it so that it uploads the file to AIrTable and gives you an AIrTable URL. The difficulty here is that you can’t just paste a URL into that field. You have to (a) CLICK the filed first and a menu appears. (b) Within that menu you must select he URL link icon to make another field appear. (c) Then you past your URL into THAT field (d) Press upload (f) a small image of your uploaded file appears in the field which you can THEN click on and get an AIrTable URL for. **How do I automate this? I’ve created a small loom.com video below to show the stapes in my database I need to automate. ** [Loom | Free Screen & Video Recording Software | Loom] (Click the link above … yes the one that looks like a text advertisement… it goes to a Screen R

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sreevi14Participating Frequently
asked in Automations
Automation of Linking records with Comma

Hello, I'm looking for a method to link records with comma seperator like below:Ex: CDA, Fresno Foundation should be linked as CDA, Fresno FoundationBut my current job does the linking separately and creates two distinct linked records as CDA Fresno FoundationIs there a method to accomplish this? Please advise. TIA

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SCJSysadminNew Participant
posted in Automations
Create a single record from multiple records (combining multiple records)

I'm using an Automation to create records for Parent Contract data to be pumped out of Airtable using Zapier. Tables with source data:Family Registrations - contains parent data (names, addresses, etc.)Enrolled Students - student data, including lookup to Classes in which students are enrolledContracts - data for Zapier to access when creating a contract (sending to DocuSign).Relationships:Each Family has one or more Enrolled Students.Each Enrolled Student has one or more ClassesEach Family gets one contract with all student enrollment data, including classesI have an automation successfully running for cases where the family has 1 student enrolled in 1 class - the family, student and class data is successfully written into the Contracts table. I use Find Records to generate a list of Classes - when the Length = 1 all's good.  Trying to figure out how to handle multiple classes per student (Length > 1), and eventually multiple students per family (each of who may have >

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manurk112New Participant
posted in Automations
Trouble retrieving Linked records for airtable => google sheet script

Hi, I want to export the whole content of my database to google sheet, in order to make advanced analysis in google sheet. I wrote the following code to do that, which works, but i have an issue with the linked recors. he gives me the airtable code of the records, not what i see in the cell on airtable. Any idea how i can manage that? I also try to use Bardeen as a work around, but i have the same issue. Linked records come back as RecordID, not as texts. Thanks a lot!

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Alexey_Gusev
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Archie_TimosencKnown Participant
asked in Automations
Pull assignee from Airtable to Jira via automations

Dear Airtable Community, I’m having an issue with assigning tasks in Jira an assignee from these leads in Airtable. The way my current automations work is every time I assign a status to a specific field, a task in Jira is created, already containing a lot of information from the record, Jira issue’s key is immediately saved back to the lead in Airtable, pretty neat system for us. For some reason I cannot set-up this automation to also assign the issue to a collaborator in Jira, using the collaborator’s name in the “Assignee” column in Airtable. The automation setting only allows me to pick one name, in other words only “Static” value is allowed, not “Dynamic” as with other fields. How can I fix this?

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Erwan_Pannier1

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