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  • 5,191 Topics
  • 16,176 Replies
5191 Topics
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EmilyGGNew Participant
posted in Automations
Update record in liked record field in Table B when a record is created in Table A

 If a record created in Openings Tracker (table A) is created, then I want to add that record to the linked record field in Summary Tracker based on the fields Opening Distinction and Req Status. The linked record field is pulling the openings record from Table A based on manual addition right now. If the record is created in Openings Tracker, I want it to automatically add to the total number of openings for that Opening Type in the Summary Tracker (table B).

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TheTimeSavingCo
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mbhagwatNew Participant
posted in Automations
Pull data from excel attachment and append to a table

Hi everyone!I'm trying to set up an automation which is triggered every time I receive an email with a particular subject line. I want it to follow a workflow where Airtable parses through an excel report in the email, extracts the data from the file, and appends it to a pre existing table.Attached below is a screenshot of what I was trying to do, but I don't see any options to extract data from an attachment.Can someone please advise on how I can do this?TIA!

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ScottWorld
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John_MParticipating Frequently
posted in Automations
Recurring Shipments based on Frequency

Hello fine people!Here's what I have and am trying to do... any help would be greatly appreciated!!Customers order a product from us and can choose a recurring subscription - either once a month, three months, bi-annual, or annual.What I'd like to do is have an automation of some sort that would recreate this record so I can add a calendar and have those records show up in the calendar based on the next shipment, creating a new record in my "New Orders" table.Thoughts?

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Lom_Labs
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0800-grizzlyKnown Participant
asked in Automations
Showing "friendly name" link for URL from formula in a mail

Hi,I use a formula field to build a URL to prepopulate a Fillout form, and I send the link via an automation -> Gmail send. The formula looks like this:"https://user.fillout.com/t/random?email="{email&"&name="&name&"&id="&RECORD_ID() When sent out in a mail this becomes a clickable URL. I would however like to have as a "friendly name" clickable link instead. This I know can be done with the [Click here!](https://domain.com) syntax, but I can't figure out how to work that into the formula. Anyone know how to do this? Rgds, Björn

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0
felipe-saucedo
felipe-saucedoInspiring
posted in Automations
Trying to tag a user in Slack from airtable

Hey all, so I am trying to create an automation to send over a slack message everytime there is a new record, but for some reason it is not showing the tagger suer properly.I have a table with all the users D05XXXXXXI tried with just the following formats @D05XXXXXX, <D05XXXXXX>, <@D05XXXXXX>.And none of the seem to work. Any ideas what may I be doing wrong in here?

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TheTimeSavingCo
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user2100Inspiring
posted in Automations
automate status change after 2 days

I have created a ticket system and have now created an automation that should change a status after 2 days. Unfortunately it doesn't work. I have a date field that contains the date of creation and a condition that if the date is 2 days ago, the status should be changed to "2 days old".

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kuovonne
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Abigail0102Known Participant
posted in Automations
Automations: duplicate emails being sent hundreds of times for one notification

Hello, I set up an automation to check a record within a certain timeframe from the job date, and if the record field was not up to date, then an email would be sent to the two people in charge of that data entry. It is basically:If the job date is 7 days from now, and the field X is showing Y, then send an email to Bob and Jim that says "enter this data". I have attached screenshots of the set up. I can't work out what I have done to make it think it must send the same email 500 times. Any help appreciated. I am new to automations

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Alexey_Gusev
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jlahners-GBRNew Participant
posted in Automations
Creating a list in an Automation

I have an automation I am trying to create to loop through days in a record.  Basically the record I get includes the start and end date of a time period.  I would like to loop through from the first day to the last day and create a day record for each date.  Something like:StartDate = 09-28-2024EndDate = 10-01-2024The loop would create dates in my Dates table for 09-28-2024, 09-29-2024, 09-30-2024, and 10-01-2024. I've figured out how to do this in a script however my current plan does not allow for script execution so I'm wondering if there's a way to do this outside of a script.  Any suggestions would be appreciated.

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Alexey_Gusev
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YadaNew Participant
posted in Automations
Adding + 1 to a field in Table A when a new record is added to another in Table B

Hi there,  I'm pretty new to Airtable so forgive me if the answer is straightforward. I'm trying to set up the following automation:  When an entry in table B has Field A = X and Field B = Y then update Table A, Record Z, in Field "Dernier numéro de facture" by changing its value to {Dernier numéro de facture} + 1 (so incrementing its value by 1) What should I enter in the Field highlighted in the image attached? I tried {Dernier numéro de facture} + 1 but it outputs a "Could Not parse number" error although last invoice number field is a # Number. Thanks!

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TheTimeSavingCo
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airtable4musicNew Participant
posted in Automations
Airtable automation update records not running despite tests being successful - invalid input error

Hi y'all,I'm trying to build an airtable base for a concert promoter. In one table (Current Shows), I have the shows they are working on, as well as fields for all the info attached (ex. artist, venue, show date). In another table (Ticket Links), I have a form for their ticketing team to add ticket links. I've built the form so it asks for the artist, venue, show date, and ticket link and it pulls from all existing artist and venues that the promoter works with, so none of the inputs are manually added (except the show date). I'm working on an automation that ideally says: whenever a ticket link form is submitted, find the record in the current shows where artist, venue, and show date match. Then, input the ticket link. Below are the steps I've taken. The automation runs successfully when I hit "Test automation" or "Run as configured" but fails to run on my Update Record step, giving me the error "Received invalid inputs".Trigger: When a record matches conditions:When, i

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Alexey_Gusev
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bloomcenterNew Participant
posted in Automations
Set width of grid column in e-mail with automations

I insert one field from a query as a Grid in an e-mail using Automations.  This results in a single column listing the retrieved records which is what I want.  However, the column only goes about 1/3 of the way across the e-mail.  I'd like it to go all the way across but I can't find any way to set the width of the column.  Is there a direct way (via a setting) or a workaround that would make his possible?   When I try using List instead of Grid, I get too much space between lines.

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TheTimeSavingCo
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oreocereusKnown Participant
posted in Automations
Automation Conditional logic - "AND" rather than "otherwise"?

I have a record that triggers the creation of up to 3 records. It may need to create any combination of those 3 (which is 7 possible combinations), which is proving convoluted with the options I know of with the automation options.1) Have 3 different automations with the same trigger for each of the 3 records that might need to be created - i.e. automation 1 creates record a (if required), automation 2 creates record b (if required), automation 3 creates record c (if required). 2) Create 1 automation with the 7 different combinations as conditional actions. This is the set up I have now.Option 1 is wasteful of automation runs and automation spaces for our plan.Option 2 is convoluted and time consuming to set up. It seems like there should be a more elegant way to do this? I'd like to know for future automations I may need to create, especially if they get more complex (each extra possible record to be created very quickly makes huge amounts of possible combinations).Ideally,

544
ScottWorld
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automateryNew Participant
asked in Automations
Airtable automations and Backend performance extremely slow

As of today, our airtable automations that react to action triggers of certain fields in not really large tables are incredibly slow and sometimes freeze, so we have to disable and re-enable the automation.In addition, navigation in the backend is tedious and slow.Our tables have a very manageable size, the largest tables have around 1500 rows.Since we also use Softr as a UI, we also notice very poor performance here.What can we do?Edit: To make the severity a little bit clearer: Action Trigger was set at 2:54 pm and the automation was finished on 3:49pm! It simple copies a row from Table A to Table B! 

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jzellerNew Participant
posted in Automations
To Do List Automation

I am trying to send all records in a to do list base to someone once a week.  When I find the view in the automations and test its not showing all the records. It just showing ten and won't send all the records in the view that I want to send out

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TheTimeSavingCo
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hik_kazNew Participant
asked in Automations
How can I get only updated field in the Automation? (Using "When a record is updated" trigger)

Hi Airtable Community.Now, I use "When a record is updated" trigger in my automation and I want to use only the data of updated field for sending notification to my team member.Concretely, my table has 3 fields which are "Assignee_1", "Assignee_2" and "Assignee_3", and when someone update one of these 3 fields, I want to send the notification to only the member written in the updated field.However, I don't know how do I get only updated field data.If you have any good solution, please let me know. 

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marigNew Participant
asked in Automations
Copy + Paste Automation

Hello!I'm new to automation and trying to figure out how to copy data from one field to another when one field is not empty and the other is empty.I have a Tasks Due table and a Reminder field that is a Dateadd formula which calculates a date from data from another linked table. I want to copy that Reminder field and paste it into my Date Due field if the Reminder field is not empty and the Date Due field is empty. Can anyone help? Screenshots of how I currently have it set up. I've tried changing up the conditions, Record ID and field but can't get it to work.Thanks so much for any help you can give!

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Pascal_Gallais-
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o_greenNew Participant
posted in Automations
Conditional automation to assign linked records; invalid inputs

I am setting up an AirTable to manage incoming event registrations, with an automation to assign people to a particular session in the event, depending on whether that session has met its cap. There are multiple conditional steps; people select first, second and third choice sessions, and the automation has four conditional actions to assign people to the first available session from their choices. I am already running into a "Received invalid inputs" error when testing the conditional actions.I've attached three screenshots of the automation set-up. It seems that the issue is in the conditional action that is set to run IF the "List of names" (pulled from the "Open Sessions" view that is pulled from the "Find Records" action above) CONTAINS the "name" value of a single-select field that is pulled from the record created (which is the automation trigger). The error message says "Received invalid inputs" but I haven't been able to identify the issue. Separately, a concern

305
ScottWorld
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elleNew Participant
posted in Automations
Translating Spanish Field to English Field

Hello! I work at a nonprofit that offers technology training to bridge the digital divide. We are transitioning to Airtable and Typeform to manage our classes, partner relations, survey data, and more. We have many different class types that each have their own surveys. We built it out so that each survey has its own table in the same base that gets auto-filled via the Typeform integration. Currently, each survey also has a duplicate copy that is in Spanish. Because question answer choices have to match from Typeform to Airtable, I cannot field map the same Typeform question in an English survey as in the Spanish survey. For instance, I have to have a field for gender in English and a field for gender in Spanish. I was using Automations to automatically "translate" the Spanish fields into English fields that we use for our Interfaces (really just auto-populate what the translated version is into the English field). However, I have run out of Automations. Any suggestions

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L
Cole_Wedemeier
Cole_WedemeierInspiring
asked in Automations
Conditional Logic Returning Invalid Input when Record Length = 0

Hello!There are a LOT of posts regarding the popular error of "Received Invalid Input" but in my search I didn't find anything that was specific to the conditional logic of the automation being the area that returned the error.I've created a video to show how the conditional logic works when the list properties length = 1, but if it = 0, then the conditional logic check returns the "Received Invalid Input" error. Any help is appreciated.

200
Cole_Wedemeier
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dondonNew Participant
posted in Automations
How to Automatically Replicate Student Lists Across Multiple Dates in an Attendance Table?

Hi everyone,I'm managing class attendance for a dance school using Airtable. Currently, I have an attendance table where I track which students attended each class on specific dates. Each class has a fixed set of students that remain constant throughout the month, and I need to automatically replicate that list of students across each class date in the month without manually copying and pasting.Example Table Structure:Date Class Student Present05/08/2024Ballet Intermediate Adults - Mon & Wed PMAlex Johnson[ ]05/08/2024Ballet Intermediate Adults - Mon & Wed PMSarah Brown[ ]05/08/2024Ballet Intermediate Adults - Mon & Wed PMMaria Gonzalez[ ]07/08/2024Ballet Intermediate Adults - Mon & Wed PM(Want to replicate all students here)[ ]12/08/2024Ballet Intermediate Adults - Mon & Wed PM(Want to replicate all students here)[ ]14/08/2024Ballet Intermediate Adults - Mon & Wed PM(Want to replicate all students here)[ ]19/08/2024Ballet Intermediate Adults - Mon & Wed PM(

154
D
C
cmorr77New Participant
posted in Automations
Syncing tables to show when form is submitted

I'm having an issue I hope someone can help me with.I have one table that I fill out myself with an applicant's basic contact info, including an ID number and their email address, and that I then use to track the Status of their project (projects can last from six months to multiple years). Once I set the Status of their project to "New," I have an automation set up so the contact receives an email with a link to a form to fill out with more detailed contact info that is used manually populate an invoice (my work uses a separate system for invoicing). I created a different table for the form, since a) the detailed contact info is only needed for the manual process, b) I don't want to clutter up the main table with this detailed contact info, and c) it's easier to create a form with a nice separate table vs. using only certain cells from another table.The issue that I'm running into now is how to make these two tables talk to each other. When the person submits the form with the detaile

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TheTimeSavingCo
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Andrea_BorrieroParticipating Frequently
posted in Automations
Sync activity

Dear Sirs,I have the table "General" in which I select the records from another table "People" (in the same base) - via link.Then I've synced (bi-diretionally) the table "General" to a different base ("2024"); the problem is that all the fileds in "2024" are selectionale (not modificable), with the exception of the records selected by the table for which the following message appears:"This field is synced from a source that doesn’t allow it to be edited". And the selection in that record is not modificable from "2024" but only from the original "Globale",I have the Business plan. Thank you to everybody. Best regards A. Borriero   

194
A
katfinley
katfinleyNew Participant
posted in Automations
Automation log history

OK guys, I feel silly that I can't figure this out, but I can't find this anywhere: I'm looking for a centralized log or history of automation runs.  Essentially the data you'd find if you go to "Automation history" for each individual automation, but instead, a log for the entire workspace.For reference, I'm the admin on a business-plan account.  Thanks in advance for any help!

204
katfinley
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SyncollectiveNew Participant
posted in Automations
Automate records between tables that have separate fields

I am seeking to copy values from certain fields on one grid / table to another table. The fields names are different for most being copied over to the other table. I currently have automation triggers that send clients an email:1. Once we approve a song and send a welcome email (For clients we're onboarding for the first time)2. Once we approve a song intake (For clients we have been working with and we're accepting new material from)If possible once things are approved from either of these automations I would like to have an automation that sends the approved songs to our "Full Repped Catalog" table. That way we can have record of everything we represent. Is this possible to do?   

12
A
G
GeorgexmNew Participant
asked in Automations
All automations have stopped working, while testing successfully

All of automations have suddenly stopped working, while they test successfully. It's not about one automation, but for every and each automation in the base. The question is, what could be causing this problem, as everything worked perfectly until now.   

224
Pascal_Gallais-

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