Automations

Hello, I'm trying to use airtable to email callers templated information about products. I have a grid view where I can enter an caller's email, select from product list (a, b, c), then use the Button feature to trigger a SendGrid email that contains information about the selected product that is retrieved from a lookup table (a - info text, b-info text, and so on). This all works very smoothly except I would like to create a Form to enable staff to use this process without having to interact with the grid view. So I would like to somehow automate the pressing of the "Send email with SendGrid" button once the Form is submitted/record created. Is there a way to do this?Thanks for any ideas you have.

 I'm trying to add a link to a calendar event created by automation. I THOUGHT markdown would work, as per this article. But when I test the automation, it seems the markdown just doesn't do anything.Am I missing something painfully obvious?

Hello,I'd like to ask for help in troubleshooting an automation. I built an automation that works correctly when I "Generate a Preview". BUT, when I go to actually use it, the automation does NOT work. I.e., it does not update my live/active Base in the same way that it updated the Test Record. Actually, it appears to have done *nothing* to my Live Base, lol. Is this a common issue???Specific Context for my Automation:Table 1 is "Applications" where Client Application Forms are received. Table 2 is "Sessions" which lists all of the available time slots for Applicants to sign up for.Table 3 is "SignUps" where SignUp Forms are received indicating a specific Application # is signing up for a specific Session. When someone completes a "SignUp" form it automatically includes the Session they're choosing as well as their Application # (through a Prefilled URL). I want the automation to add the Applicatio

Hello community, I have an automation that informs the user by e-mail if the deadline of a task is before the start date. Unfortunately, in my opinion, it is not possible to set a dynamic validation for fields that would prevent this.However, if the user wants to move the timeline for the task, he usually changes the start date first and then the due date. this triggers the automation. Does anyone have an idea how to prevent this? best regardsMirko

I am using Airtable to create an advanced social media calendar. It is used to manage 150 social media accounts - each account corresponds to a specific university.A student submits a form with pictures and a caption that they would like to have posted on their schools account. When the form is submitted, a record is created in Airtable. All records for all schools go into the same Table and are tagged with the school on which the content should be posted via a linked record. There is a second table that has the list of all of the schools.I would like to create a function or automation that assigns each record with a date and time to be posted. Each school instagram account can only post 5 records per day - for example one at 10am, one at 12pm, one at 2pm, one at 4pm, and one at 6pm. The function should be able to assign each record with the next available posting slot for that school. The posting times should also be determined per school, via the list of the schools

Hi all,I find it very strange that whenever I'm using the Gmail integration to send emails, when being received by the recipient it doesn't come up my name, instead it comes up the email address as the senderAnd when configuring the Send Gmail Action I don't see a field for "From"has anyone else accounted this problem?or know ow to solve it?Thanks

Hello all, I’ve been updating a Record in a Linked Table to point to a different Main Record using the below code; let _ins = input.config(); let main_table = base.getTable("Main Table"); let linked_table = base.getTable("Linked Table"); let main_rec = _ins._get_record; let linked_rec = _ins._get_linked_record; let linked_val = _ins._get_linked_value; console.log(`main_rec: ${main_rec}`); console.log(`linked_rec: ${linked_rec}`); console.info(`linked_val: ${linked_val}`); if (linked_val == "Not Listed") { console.warn("Not Listed - Clearing and rewriting entry"); await linked_table.updateRecordAsync(`${linked_rec}`, { "Linked Text": `Example updated ${linked_table} record text`, //"Main" : [{id:`${main_rec}`}] //Field is updated with expected record via recordID "Main" : [{id:`${""}`}] //Attempt to clear field is not working... }); console.info(`Updated Table "${linked_table.nam

I was trying to set up an automation that after 5 minutes of a scheduled date and time in a record email the person of the record but I can't find that option in the automation list.

I have 2 tables (Table 1 and Table 2) in a base (Base B). I have created 2 automations, the second one is not working.The records are created in Base A - Table 0 and synced to Base B - Table 1, so Table 1 is a synced table. The first automation works: When a record enters Table 1 (view X), a record is created in Table 2. The second automation doesn't work: when a record is updated in Table 1 (view X, all fields), update the record in Table 2The error is: The record does not exist. I wonder whether the problem is the fact that its a synced record. The record IDs in Tables 1 and 2 are exactly the same, but Table 0 shows a different one.Would anyone know how to fixt it? Thank you in advance. 

I highly suggest adding Multi-Trigger capabilities to Automations. This would enable users to require multiple Trigger rules to take place in order for an action to run. To optimize this functionality, users should have the option to run their automations in three ways: Only if ALL trigger rules are true If ANY trigger rules are true If custom formula is true (i.e.: IF TriggerA and Trigger B are true, OR IF Trigger A is true and Trigger B is false…)

We are currently using Airtable with WATI. We aim to streamline data collection, particularly about crop information and pricing. However, we are facing a specific challenge that we hope the community can help us address.We are creating an Airtable form where our team members can input data such as the type of crop and its corresponding price.Scenario: Imagine filling out the form, and they want to add information for more crops than the initial form offers fields for. Instead of having to predefine a specific number of fields for crops, we want users to be able to click a button or use a similar feature to dynamically add fields as they need them.Questions:Is it possible to dynamically add fields while filling out an Airtable form, or through a user-friendly feature like a button?If not, do you have any recommendations or workarounds for achieving this kind of dynamic field creation within Airta

Hi there, I am trying to use an automation with the following setup : Trigger : When a record is created (in Table 1) Action 1 : Find record (in Table 2), where Name = Field 1 from Trigger Action 2 : Update record (in Table 1), with Record ID = Airtable Record ID from Trigger In this action 2, I am trying to update several fields using field values from Action 1. However, I noticed that the automation is only working when ALL fields from Action 1 used in Action 2 are not empty. If at least one of these fields is empty, the automation will fail with the following error message : Failed to construct the value for “Fields”. I suspect that the Find Record action only bring fields with non empty data and ignore the others. Is it the expected behaviour ? Any workaround that doesn’t involve creating a formula field for each field that I am trying to get the value from in Ac

i have gotten the same error message several times in a row: Microsoft reported an error while processing this action:Microsoft may be experiencing issues with their API Any ideas on how to resolve this?

Hey everyone,I aim to enhance my CRM by achieving the following:Establish a connection between my Gmail account and an Airtable for contacts. I'd like every new contact's email to automatically create a record in Airtable or Google Sheet/Excel, facilitating manual loading into my Airtable.Currently, I have two tables - one for personal contacts and one for companies. While the tables are linked, an issue arises when multiple contacts from the same company result in the company appearing multiple times in the Company Table. How can I modify this so that the company name acts as a banner, allowing me to click and view all associated contacts?Thanks, everyone.

como hago para que se sume si un registro aparece en otra tabla???

Hello airtable enthusiasts,I was wondering if anyone here has tried documenting airtable automations. I have a bunch of automations that use airtable blocks and sometimes even use the airtable scripts. I want to do a step by step documentation of what the the script does in a separate file for future reference. Is it possible using airtable? Alternatively does airtable AI help with it? If not, are there any other tools that help with the documentation process? Thanks 

Hello Airtable community,I'm trying to build a light personal content management tool, and I would really value your help. I've tried to explain the situation and questions as clear as possible below, and appreciate your help. Please let me know if you'll need a clarification.SituationThe database consists of (among others) the following tables:Industries: each record is an industry such as [IT] and [HR]User: each record is a user with basic user info, and also fields like [language] and a linked field [industry] (from table [Industries])FeedPosts: each record is a content item from a rss feed, with fields such as [title] [text] [image]  and a linked field [industry] (from table Industries)Content: this is the table where I need help for: see belowChallengeMy challenge for the records in the table [Content]:Multiple records should be created: for each user with the same value fo

Hi All - new here and I've stumped myself! I had an automation that successfully took values from a list field in a projects table (tbl_Projects), and created separate records linked back to the project in an operations table (tbl_Operations). It was triggered on a button.  Example: tbl_Projects.ProjectName (Text)             tbl_Projects.OperationsOptions field (Multiple Select)Project 1                                                      Prep, Cut, Printtbl_Operations.OperationName (Text)  tbl_Operations.ProjectLinked  (Linked)                    Prep                    &

Hello! I have created a Airtable Team Calendar for my team. This calendar gives people the visibility to check who's out of office/PTO for capacity planning. In this page, they can add their meeting with a button I added called "Add Event". Is there a way to automate this submission so that it goes to the user's Outlook calendar as well and mark them as Out of Office/PTO for the days they selected? Right now it would be double the work to do this within Airtable and then Outlook so I'm looking to see if this is possible so people don't have to go the extra mile. Thank you!

Hi all,A few months ago I had an automation working as follows.Trigger: Everyday at 8:00am - Find records were condition1 = x and condition2 = ySend an email with a grid/list of records matching these conditionsNow when I try to use the automation, 'grid of records' or 'list of records' are no longer options within the Message section of the email action. I even went back an old snapshot of the automation and found it existing as an option - but it fails to run and is greyed out (see photos below ). Copying and pasting this variable from the old snapshot to the current base results in an 'Invalid value' error.The 'How to create email digests with automations' guide follows these exact steps yet it's not currently working.Any help or ideas appreciated.

I've created an automation where when a checkbox is checked on a record in one table ("Assets") it creates a story/issue in JiraI have a second table ("Jira Sync") that is the real time sync to all the jira issues/stories.My desire is to automate the Link/lookup of the jira record id (Key) to be assigned back to the Assets table but this is the part i cannot untangle. I know there's a way to automate a vlookup between two tables so i could match on the "Summary" field which should be an exact match between the two tables but I'm not sure how to execute that - would the trigger be when a new record is created on the Jira Sync table?Further more, once the Jira Key is mapped back to the Assets table, can i create an automation where if i update any of those fields on the Assets table (trigger= when a record is updated) it will update the issue in jira. thereby creating a two way sync?thank you! 

Currently I have one apartment per row and the tenants #1 name, tenant #2 name, tenant #1 email, tenant #2 email as column name with the tenants info on the row. This hard to export the data this way or to sync to a crm with zapier. what is the best way to organize the contacts/ tenants in general so that easier to export or sync via zapier to a third party crm like cloze.   

Hi!I have an automation that runs through a few steps when a new record enters a form submission view (pictured below). I use the 'Find records' function to search a distinct set of contacts against email address -- if successful, the records are updated with new values. If unsuccessful, a new contact record is created. A few supplemental records are created as well.  The Find Records function is specifically looking for the Record ID to move into the update functions. In tests -- including test runs of the live automation -- everything works fine. It locates the Record ID, updates it in the next step, and everything is great. However, when I activate the automation and it runs live, it fails at the Record Create (or update) stage every time. And the error message is identical every time: 

TIA for any assistance.I have table1 (vuln) and table2 (archive).  I have an automation that when the record is created a UUID is created in the vuln table.  Then, when the status field of a record in vuln is changed form "new" to "closed" it creates a copy of that record in the archive table. What I need is another script that does the opposite.  When the status field of a record in vuln is changed from "closed" to anything else (basically re-opened) it needs to find the record in archive based on the UUID field and delete the copy of that record from the archive table.  I have the trigger setup, but I can't get the script to return the record. It returns the query, but the filter does not seem to work.  This would be easy if I could just do a view, but I can't.  I need to do a weekly purge of the data in the vuln table, but leave the data in the archive data. Hence the data copy.Her

Hi,We're working on moving automation mail (Gmail) content from the automations themselves to a separate table, where other than admins can maintain text.In the mail content there may be markdown URLs with clickable "friendly names", e.g. [Book here](https://www.calendly.com). I copied the whole text from the automation to "Long text" fields with rich formatting enabled. This approach doesn't however produce markdown URLs, instead they print out the raw markdown syntax ('[Book here](https://www.calendly.com)').Remembering that using CONCATENATE formulas for URLs works in achieving the "friendly names" I tried chopping up the mail content, and using a summarising CONCATENATE field as input for the automation instead of a Long text field. This works, producing "friendly name" clickable URLs.However, we have URLs in various places in the content, so chop