Automations

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 studen

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!

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?

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

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!

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 k

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!

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

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!

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

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

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

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 comp

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 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.

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

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);      

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.

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?

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.  

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?

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?

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.

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:

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.