Automations

Hello!I have a formula field set to format as a percent in the table. That field is then part of a linked record lookup field in a table that will trigger automation to send emails. I want to share that percentage in the email. However, when I use the lookup field in the body of the email, it only allows me to include the number as a decimal.  Is there a way to get this to show the percentage?The original formula field formatted as a percent:The lookup field settings:The automation's email token:The result in the email:Thanks in advance for any help you can provide! 

Hey all, I have a table which is a  synced report from Salesforce that shows me opportunities coming up for renewal. I also created a different table with the same fields but is populated from the Salesforce report "SFDC Renewals Report" via automation: When condition is met (opportunity ID is not empty) - then create record in the second table "AE<>RAE Worksheet". My issue is that we moved accounts around in Salesforce and now some accounts have a different Renewal Account Executive or Sales Person. I cannot figure out how to automate the update of that Renewal Account Executive field in the "AE<>RAE Worksheet" to match the one in the synced salesforce report.  Any help is greatly appreciated

Hello,I have a Table that captures customer orders information through an Airtable form. Each order can contain anywhere between 1 to 20 products. Gist of problem and my data below with just 2 products: Ref #1: Name1: Size1: Color2: Name2: Size2: ColorOrder 001Product XSBlueProduct OXXLRedOrder 002Product KMBlackProduct CSBlackI have an email automation that gets triggered when a form is submitted. I somehow want the information in email in following format.Order 001 summary: NameSizeColorProduct XSBlueProduct OXXLRed What I have tried:Add records as List - too long vertically, not useful at all.Add records as Grid - too long horizontally, same issue as above.Try to manually format as table with HTML/Markdown: didn't workCurrent workaround: Add 20 separate grids (attached pic), but if order has only 3 products, 17 empty grids are in the email. Excerpt from automation below.Tried using helper grid views and scripts, but couldn't approach problem in a meaningful way. 

I'm calling in a script more than once input.config, to show input variables, but the error say that I can.. so, how can I display 2 or more variable within a script?  

Hi!Has anyone come across a way to bulk / auto reduce image size for uploaded attachments to Airtable? I also use Zapier and I am looking for a way to do it without taking on another monthly subscription only for this task. Thank you!

Is there anyone that could assist me for a 5min video call to see why my syncing of pages are not working please or do airtable have a support team that can help?Thanks all

I’m looking to streamline data entry in my Airtable base by implementing real-time auto-suggestions for the 'Company' and 'Company Address' fields within the Interface Designer. Specifically, I want users to be able to start typing a company name or address, and have Airtable suggest existing entries based on what’s already in the table, similar to how Excel auto-suggests based on previous entries.I’ve explored options like linked records and single select fields, but these either require extra steps or don’t provide the seamless experience I’m looking for. Ideally, I’d like this functionality to be constantly available while users are working within the Interface, without needing to run scripts manually.Has anyone successfully implemented something like this, or is there a recommended approach or workaround that could achieve this within Airtable’s current capabilities?Thanks in advance for your help!

Hello community,I have a table called attendance where each record is the date of the event, the participant, the payment.I want to automate the fact that each time a record is created from this table, it updates the list of participant from the table Event.Thanks for your help,Marine

Hello,I'm trying to perform duplicate check in a table and have only unique records maintained in the table.For Example: ID Name0000 ABC0000 ABCThis should return one unique row and update the table.Can it be done via automations? Looking for the steps here. Thanks.

HelloI would like to know if it is possible to build an automation --> if Column B (Actual timeframe) changes and does not match with Column A (Initial timeframe), then the Column C (On time?) would change to YES or NO (single select option YES/NO)? Additionally, the actual timeframe value comes from Miro board. Thank you in advance! 

Hi, I'm using an automation to Find Records on a quote and then to Sort this list before duplicating these records onto a Purchase Order.  I'm using the Sort list function and the the Looping function to go through each record, referencing the sorted list instead of the original set of records from the Find Records step.  Unfortunatley I'm using Manual Sort, and Airtable doesn't recognize its own Manual Sort means of using lowercase and upper case letters to sort this list properly.  Has anyone else run into this?For example, in this list: c1KWVc1KYc1KZc1Kbc1Kdc1Kec1Kgc1Ki The sort results put C1Kb as the first result, while Manual Sort puts C1KWV as the first record... Thanks in advance for any tips or suggestions.  

Hello,  My facebook automation dont't work.I need to reconnect all the time. When I relogin to account it work idk for 5min ? and  then i need to connect one more time...;/How to solve that issue? 

Hi folks!I recently received an Airtable email that allowed me to download a calendar invite using a button inside the email. I was wondering if there was any way to do this using email automations? I've included the email I'm talking about as an attachment. 🙂 Thanks a lot!

Hi everyone. I am trying to set up an automation where when a diagnosis field for a trip in one table is updated it finds the corresponding person (that is connected) in another table and updates a diagnosis field in that table where only different diagnosis is entered. Attached is what I have started. It doesn't run. I tried adding a find records step but couldn't configure the condition (screen grab also attached). Suggestions please!

Hoping someone here has the missing piece. Goal: In an Airtable form when selecting the Other option to a pre-defined list of options, and entering a single line text for that option, that text then presents in the original table with the other pre-defined options for future selecting. I have:Table 1 that populates via a form built in Form View. The form asks for the submitters State.Multiple tables that are predefined lists of Group names based on State. For example one table is all CA group names, another all MA group names, etc. Each table has an Other option.In the form when someone selects a state, the respective table of their state's Group options presents. If they select Other a single line text field presents to add in their required response. That  is working correctly. What is not working correctly is the automation that adds this Other single line text field entry to that State's Group list of options moving forward. I

Hi,Our process includes creating hundreds of Google Drive folders for client sharing during a year. This is now done manually, and I am looking at automating it if possible. Ideally a trigger in Airtable would the use some information identifying the client, create a Google Drive folder, make the access "Anyone with the link", fetch that link back to Airtable, and send out an email to the client.Alternatively, Airtable would be watching a specified Google Drive directory for creation of new directories, then initiate the process of changing access and pushing the link to Airtable.Any ideas?Rgds,BjörnPS. We use Zapier, so that is a viable option for us. For cost and maintenance reasons I'd like to avoid other 3rd party systems.

Hi,We need to collect longer testimonials (round one A4) from hundreds of clients during a year, process them (re-write and polish before publishing) and have the clients approve the edits.Ideally I would just create fields for this in Airtable (draft -> approve button -> final -> published), but to my understanding Airtable doesn't allow free user to edit anything sent out form the base. And forms are made to be one-to-many, not enabling a form per client to be sent out, non?We use Google Sheets so I somehow vaguely think this should be doable with some creative Sheets integrations, but I can't envision it concretely.Anybody out there who could see this clearly, what would be the elegant and robust way to do it?BjörnPS. We use Zapier also, so that is a viable option. For cost and maintenance reason I'd prefer not to use other third party systems.

Hi. I'm new to airtable, but I have a background as an ERP developer. I'm doing baby steps on my application to see if I can get airtable to help me manage a member-run makerspace. Currently I do it with excel and google forms. Hopefully this is something easy to do with an automation, but I'm very green at present.I have google sheet that gets filled in each time a person fills out a google form, including their photo that is stored as a url to a google doc folder.  When I import the data from this google sheet, I can assign it as a url, but is there a way with an automation to take the URL and add it to the record as an attachment?  The end result is that I want to be able to send out a form to the board members to approve, along with the photo of the applicant, if they submit one. Currently I can do this in google forms, notifying the board via an email, but this is the first step of converting our system to airtable.Thanks in advance.Jeff

Hi, I'm setting up an automation so that a webhook from another app (Instantly) triggers it. Webhook contains 'email', 'label' and other values. The goal is - when LABEL is added, it should create a record or update the existing one.I want to set up the following but so far failed:- After the trigger of adding a label...- If a record with the same 'email' field doesn't exist - create a new record.- If a record with the same 'email' field exists - update the record and its label but DON'T replace the old label - just add the new one in the same field with the old one (multi select)-----I think I managed to set up the updating part (pic below) but I don't know how to prevent overwriting the 'label' field when the record with the same email exists.Any ideas?Thanks! 

I have 2 automations that takes ~2500 new records. The first one clears the link field and links them to their matching records in another table. The second takes all of the ones that failed in the first automation(these failures are due to the imported list having items that dont match up cleanly and need to check another field) and ADDs them to the link field.These work >95% of the time. My issue occurs because so many automations run at the same time and some of these records need to link to the same record in the second table. This causes them to overwrite each other. I would like to find a way to slow this automation down and have it run in chunks or even 1by1 since it doesn't take too long per record. Does anyone have any ideas on how to trickle this automation or break it up into chunks?

Hey guys,I'm totally new to Airtable and just trying to find my way around. I am or was a private Notion user for a long time, but was looking for a DSGVO-safe alternative with end-to-end encryption for a simple database or customer overview. Currently, however, I can not yet implement the idea, which I have in mind. I imagine the following scenario:I have a "customer database" where I can store all customers with name, address and contact details. The respective customers I can assign a "tour", that would be either tour 1,2 or tour 3. Tours because I drive out food and have 3 different tours, on which different customers are waiting for me.It also happens that a customer appears several times a week in the same tour. I would like now that I have created in addition to the "customer database" 3 times the respective tour as a calendar view. In the calendar view I would then like to assign the customers from the customer database to the respective delivery date.What is the best way to do

Table A is a list of customers and each item they bought. I have a Table B where every time a new customer is added to Table A the customer name and a few other columns are added to Table B. If a customer buys something but the customer name already exists in Table B then nothing happens. Feel like this should be easy but can't figure it out...    

I run a research lab. I'm setting up Airtable to manage purchase requests and inventory. I have two tables:1. Purchase Catalog, with fields 'Item' and 'Current Stock'2. Order Line Items, with relevant fields fields "Quantity' and 'Status'. 'Order Line Items' is a table that represent specific instances of wanting to puchase something. Purchase Catalog represents different items one would purchase. The two tables are linked. When we received an item, I will change the status in 'Order Line Items' to 'Received', at which point, I want the field 'Quantity' (from Order Line Items) to add to the value in field 'Current Stock' (from Purchase Catalog). I asked ChatGPT to make me a script and it looks like it would work but it's not doing anything to change 'Current Stock'. Could someone help me figure out how to do what I'm seeking?   // Define input variables let tableLineItems = base.getTable("Order Line Items"); let tableCatalog = base.getTable("Purc

Hi,I set up an automation to create some events in an Airtable table in my Google Calendar (Google Calendar action). This was easy. But I can't figure out how to use the Google Calendar Update action to delete an entry.Since it in the automation says "Leaving selected fields blank will unset them", I tried to update the start/end times with empty fields, but that was impossible. After manually deleting any setting in the automation field, Airtable "repaired" them when I exited from the view.What is the trick?Rgds,Björn

I'm using an Airtable form for leads to fill in and want to count a form completion as a conversion in Google Ads.Is there a way to do this?I could use the action of someone landing on the 'thank you' page to trigger a conversion except the redirect to the thank you page after the Airtable form has been completed does not always seem to happen. Possibly because it takes too long and people have left the site whilst waiting for the thank you page to load.Anyone else tracking Airtable form completions as a lead or conversion and worked out a way to do this?