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  • 16,176 Replies
5191 Topics
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mdiesenNew Participant
posted in Automations
Automation to automatically populate linked records

Hello,Im am trying to find a way to automatically populate a list of linked records in a field. Without it I would have to manually add them one at a time which takes forever. I added photos below for reference

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Alexey_Gusev
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LeoatsrNew Participant
posted in Automations
how to set an automated task allocation sheet

Hey everyone!I’m managing a project with around 40 part-time team members and could really use some help with setting up a simple but effective task allocation system.Here’s what I’m hoping to achieve:I want to create a task sheet where, once a user marks the “Status” column as “Claimed,” the task either disappears or becomes locked so that other users can no longer edit it (but they can still view it).As the manager, I’d like to be able to continuously add tasks to this sheet, keeping my workload minimal.The goal is to reduce the time spent manually managing who’s claimed what, so the system becomes a bit more self-sufficient. Does anyone know a good tool or method to set this up? I’m open to using spreadsheets, scripts, or any other automation tools that might help make this easier.Thanks in advance for your suggestions!

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TheTimeSavingCo
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Lovemonk_AsesorNew Participant
asked in Automations
Daily automation only for modified values

Hello everyone, I hope you can help me with this. I have a table with many records related to Spotify listeners or Instagram followers of various profiles. I usually review and update a lot of data daily. I have created an automation to generate a copy of all records that are modified in the source table and move them to another table so that I can track the evolution, for example, if the monthly listeners of an artist grow or decrease.The problem is that in the destination table, it creates a new line every time there is the slightest modification in any value of the source table. I would need to modify the automation so that, for example, it creates new records in the destination table only once a day, with the lines that have been modified in the source table during the previous 24 hours. This way, I would have in the destination table only one line with the most updated results of everything I have reviewed that day.Of course, if you can think of any other way to keep track of how

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DanielPInspiring
asked in Automations
Automation to flag changes to specific field

I want to monitor a specific field in a table called countries that stores comma-separated country codes like “GB, US, ES, SG” etc. If the data in the field changes in some way (i.e. a new territory code appears) then I want to trigger an automation (e.g. send a slack message) but I ideally want that automation to flag exactly what changed (e.g. “TH was added to the country list of record x”). Is that possible with Airtable’s existing functionality? i.e. that you can catch the specific change that triggered the change event? Thanks for any thoughts!

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Jason_Knighten1
Jason_Knighten1Known Participant
posted in Automations
Notification Record Links

Is there a way for notification automation to send link to the record from interface instead of base?

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AFTS-STEVEParticipating Frequently
posted in Automations
Status Update Automation After Record Opened in Interface

Hi guys,I currently have a status filed (New, Opened, Responded). I have the "New" and "Responded" sorted via automations, but is there anyway to update the "Status" from "New" to "Open" when someone opens the record within an interface screen.Any thoughts or help would help massively!

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TheTimeSavingCo
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Jane_HardyNew Participant
posted in Automations
Problem with Airtable to Slack that used to work fine

I have a very frustrating problem that started last week. I have an automation that when a record is created a slack message is sent to a slack channel attached to the record. It fails every single time but if i test it it works perfectly every time. It worked until last week and now fails eery time. Any suggestions

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TheTimeSavingCo
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mdiesenNew Participant
asked in Automations
How to - Automation - Find Owner of equipment and add owner to column in revenue ledger

Hello AT community.Really scratching my head here, maybe someone can help.Some context, my company offloads data for carriers. We have clients that host access points, basically wifi radios, those access points each bring in a certain amount of revenue.I have a client table, an access point table (basically inventory), and a Access point revenue table. The Access Point table is linked to the client table so it shows which client owns it. The record ID for the Access point table and the revenue table are the same. What I need is an automation that will match the Access Point in the Revenue table to the Access point table to the Access Point in the inventory table. If they match I need it to pull the client that owns the access point and add it to the record in the revenue table. Hopefully that makes sense and thank you for the help

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Elodie_DelneufInspiring
posted in Automations
Generate Stripe Payment URL with prefilled amount from Airtable Record

Hello !I am building an e-commerce platform where employees can buy services and products while benefiting from a coupon from their employer. Therefore, for each service and product, I might have dozen of different prices depending on who their employer is and how much they finance.I would like to generate a specific Stripe URL for each Airtable record, so that an employee could select a service or a product, and I would send them an email with the price applicable for them, and the Stripe URL. This URL would redirect them to a Stripe page with the amount prefilled (and ideally their e-mail too), so that they can proceed to checkout.I would like to know if that is feasible and what are the key modules I must use to do so.Thank you,Elodie

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CristianCG
danielrosehill
danielrosehillNew Participant
posted in Automations
Most reliable way to get HTML emails to render properly from an Airtable automation?

Hi everyone,I'm helping out with the technical logistics of an in-person event. I've set up a contact database as a Base and configured an automation that triggers an email to send when the record's status updates from "pending" to "invited." The automation includes a prefilled link to Typeform which is generated from a formula (and that in turn syncs back to the base). Happily, all these aspects work fine 🙂The only unexpected hitch I've encountered is that the automation seems to have trouble passing well-formed HTML over to the sender (in this case Google Workspace. I would use the built-in automation but want the emails to come from an owned URL).If I use very basic HTML like this the automation will render properly:But image tags simply refuse to pass (I tried scrubbing the HTML elements that might have caused compatibility issues with Google to no avail). If I pop in a designed HTML template with inline CSS ... nothing renders.I see that this has been discussed before

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Mouser-IB-Admin
Mouser-IB-AdminInspiring
asked in Automations
Need automation to crosslink records on the same table when one is linked to another

Alright, this is a bit convoluted, so I'm hoping someone out there is much more comfortable with automations than I am because this is driving me absolutely crazy. I have a list of companies that are being tracked as they're evaluated, but I want to be able to cross-reference them on the same table to indicate they're being evaluated for the same need. For instance, if I have records for Coke, Pepsi, and Dr. Pepper, I want to be able to go into the Coke record and have a linked record field that points to the same table, and I want to be able to link Pepsi and Dr. Pepper as also soda options.That part is easy, I've got it configured. The trick is that when I do this, what I want is for an automation to automatically go to the Pepsi record and update the linked record field to add Coke, showing the two are linked. Same for Dr. Pepper. The dream scenario is that Pepsi and Dr. Pepper would also reference each other automatically, but I bet that's probably pushing it a bit far.I am at a lo

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bschultzFHNew Participant
posted in Automations
Automate Filling of Empty End Dates

I am setting up a calendar for my team. I would like single day events (records with a start date and no end date) to automatically copy the start date into the end date field.Fields:StartDate - always filled unless TBD, which I have another marker forEndDate - often left empty if a single dayI've tried to make automations and scripts, but I keep getting errors that I don't understand how to fix. I assumed this would be pretty basic, so I don't know what I'm missing. Basically what I want is:IF EndDate is EMPTY, THEN let EndDate = StartDateI don't have enough experience figure out the syntax in airtable; any help would be appreciated.

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TheTimeSavingCo
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user2100Inspiring
posted in Automations
Email automation is not working properly

I want to send an automatic email, but unfortunately I get an error message every time I test the automation.although the correct data field was selected and an email address was also stored. That used to always work but suddenly it doesn't work anymore

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Mike_AutomaticN
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RaeRaeNew Participant
posted in Automations
Like Button w/ Slow Value Refresh on Interface

Hi there,I was able to successful write and run a script for a basic "like" button on a table where team members can sort of upvote a table item. The problem is it does not refresh on the interface for a long time and does not give any haptic feedback to the user - not a good experience at all and very easy to find yourself hitting the button multiple times.Is there a way to get the value to load more quickly on the page? Like a field refresh trigger or interface refresh action?  //Read var record = input.config().getLikes; //console.log(record); //math var newLikes = Number(1 + record); //console.log(newLikes); //update output.set('likes', newLikes);      

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TamimaNew Participant
asked in Automations
Automation

Hello,I would appreciate if someone could help me.In the attendees column, I can link multiple names in one record.I want to create an automation that allows me to create a record in another table whenever a name is added in the attendees. I tried doing it using the automation in airtable: whenever a record is updated in the attendees a record is created in another table with the name of each person. But the problem is all the names are being shown in that table.So, how can I create an automation where I can have the name of each person in one record.

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Vijay_chenKnown Participant
asked in Automations
How do you write data separately to all the records you find when you automatically find multiple re

How do you write data separately to all the records you find when you automatically find multiple records？the follow example find 2 records, then the next action step run fail, what can I do so that the updated action is written to each of the two records found?

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TheTimeSavingCo
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brandon_douhNew Participant
asked in Automations
Google Calendar Usage Limits Exceeded Error

So I've been developing an Airtable base for months to track & log operations. Since there are so many moving parts, creating google calendar invites are a must for the employees who will be a part of the operations. I've been reaching an error with the Google Calendar automation to create events, which I will show in a screenshot. I cannot seem to find what the limits are to find a workaround, some days I can only generate less than 10, other days I can generate around 50. It is never consistent, and I've been trying to find resources to figure this out - but I have not yet. If anybody has any workarounds, or knows the usage limits, that would save me so much trouble. I don't want to use any third party automation software, I would like to keep everything in Airtable Automations.  

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Marika_VallierParticipating Frequently
asked in Automations
Create hyperlinked list from view to be sent to Slack

Hi there!I have been trying to get an automation to look at a view in Airtable and list up all the records with their hyperlink in a Slack message every Wednesday.The outcome would be something like:´Here's a few entries you can pick from:SW-0001 (hyperlink to record)SW-0002 (hyperlink to record)SW-003 (hyperlink to record)I have tried running a code but the list won't show (added images what I got for reference).Does anyone have any idea how to solve this?

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Raik_Brauns1New Participant
asked in Automations
Link to an interface page in automated email

I would like to insert a link in my automated email to an interface page that I've just created and published. But it doesn't show up in the "Use data form..." popup - see screenshot?

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JeffJohnVol
JeffJohnVolInspiring
asked in Automations
How do I cycle through a view/grid to send an email to each records email address?

I have a table of 100 members of our makerspace. There's a ROLE field that is multiselect that has Lead, Board Member, Officer, etc.  9 of the members of the "Member" table have "Board Member" and I have a subsequent view called "Board Members" that filters to show all board members (and that have an active status).I want to have an automation on another table (Applications) that would send a gmail to each of the 9 members in the "Board Members" view/grid. Does anyone have an example of this?  FWIW, I want to include a url of a fillout form including the RECORD_ID() of the application record as well as a parameter of the email address to pre-fill the board members identifying information so when they approve/comment on the form we can identify the source board member.Thanks in advanceJeffPS: I know that on the free plan there are limits on sendmail to non-airtable emails, but that gmail might work instead.

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JeffJohnVol
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Gravity8342New Participant
asked in Automations
Creating a new record in another table for every item in a linked field

I'm working on a tracking system for a coral restoration project. To report coral bleaching to my Bleaching Report table, a user selects a date and all structures where bleaching was observed (linked to my Structures table) like so:Bleaching Report table:I would like to add a new record for each structure along with the corresponding date to a different table, like so:Structure Bleaching table:I tried setting up an automation which triggers when a new record is created in Bleaching Report to create a new record in Structure Bleaching for every linked item in the Structures field, but it seems only 1 record is being created even when there are multiple structures linked in the field. Here is my automation setup:The "ID" is selected from the Current item. In the test data for "Repeat for each in Structures", the Input List is returning all the correct structures so I can't figure out why it doesn't iterate over all of them. The record that gets added is correct, but it seems to only add

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TheTimeSavingCo
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thursday_poolsParticipating Frequently
posted in Automations
Automation when a record is created

I am attempting to create an automation when a record is created in a specific table that will see if that record exists in another table and if it does, update the record that was just created with a date out of the other record. I'm not sure at what point the automation is suppose to run for the new record being created, but it seems as though it is running too soon and not waiting for the piece of data it will use to look up the record in the other table. I hope that makes sense. If anyone has any ideas, i would appreciate it.

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DisraeliGears01
JeffJohnVol
JeffJohnVolInspiring
posted in Automations
How do I create multiple records from one trigger sourcing from another view?

Hi. I've searched for a solution for this, but no luck (yet). I tried THIS but it didn't do what I needed. In the referenced example it had a single action for each task, which assumed a fixed list, and my source will vary.I have 3 tables:Application (record trigger)Board Members (grid view of filtered table "Members") currently 9 records in view.Member Approvals (goal is to create 9 records, 1 for each board member and has application data.When an application record is created, it should trigger the "find records" on the board member view and create a record for each board member and include all the application data in it.  However, when I do this, it wants to create a single record and a comma delimited list of the board member data.  Do I need to do a different approach?

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JeffJohnVol
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fieteNew Participant
posted in Automations
linking records both ways

ciao,i'm having an issue which seems rather crude to me but i can neither work it out, nor find exactly relatable posts on here:i'm having a sales base for artworks, in which there is a field that links to a client-record from another base (contacts base which includes clients as well as artists). this i add manually when i set up a new sales-record. there is a second field which links to the artist of the sold work, which i of course also add manually.now i'd like for the link to go both ways, so that in the contacts base there is a field that automatically shows all the artists of who they've bought works in a clients record drawn from the sales base as well as a field that shows in an artists record, which clients have bought works by them.i hope i'm not being super redundant here, thanks heaps!

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TheTimeSavingCo
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mirkolandoInspiring
posted in Automations
Recurring Record creation

Hello Airtable Community, We have an Airtable list with our internal communications.Now we have some communications that take place at regular intervals (X weeks).I just can't manage to build an automation that creates a new record for each of them.For example, every 14 days for the next year a record with start, end date & name. Any ideas on how to do this? Many thanks and best regardsMirko

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Lom_Labs

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