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  • 5,191 Topics
  • 16,174 Replies
5191 Topics
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Daniella_CastelNew Participant
asked in Automations
Automation Failing When Linking Record to Another Table

I’m running into an issue with an automation that should create a new record in a table and link it back to the source record. Here's my setup: Loom incase you dont want to read below :) I have two tables: New Applications, which contains fields like Full Name, Cohort, Officially Onboarded Date, and Status (single select). Board Buddies, which has a linked record field called Member Who is Onboarded (links back to New Applications). It also has fields like Cohort, Officially Onboarded Date, and Name that are lookups or formulas based on that link. The automation is set up like this: Trigger: When a record in New Applications matches conditions (Status = Roster Member and Officially Onboarded Date = TODAY()). Action: Create a new record in Board Buddies, and set Member Who is Onboarded = {{Record ID}} (from the trigger). The problem is that the automation fails with the error:"Creating the record failed due to insufficient permissions."I’ve tried: Wrapping {{Record ID}} in square br

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auekk2787
auekk2787Inspiring
asked in Automations
Automation using both Conditional Logic and Repeating Group

I want to make sure I'm not missing something. I have an automation that copies some data columns from one table to another, when a button is clicked on an interface. It does this for batches of data, and I have a checkbox to mark when the automation reviewed a record.This is easy to setup using the Repeating group feature.However, I also now want it to check for duplicates. Rather than creating a new People record, I also want to check if that person exists.This would require using the Conditional Logic tool in automations. However, I can't seem to use both Conditional Logic and Repeating Group. I'd like to 'Repeat' through every record, then use a Conditional Logic by finding if a match exists.I'm guessing my only option would be to script this using Javascript in the automation. Is that correct or am I missing something? 

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MattPowerhouseInspiring
asked in Automations
Find Records before Conditional Logic

I have an automation that runs everyday, looks for records with certain conditions and if they exist, adds them as a grid to an email that is sent out. The problem is, if there aren’t any records that day, I get an error because it still tries to send the email. Conditional logic(else do nothing) to prevent an email from being sent if there were no records would make sense to use here. I don’t see those options coming up when I try to add actions. Am I missing something or is this a bug? I’m not looking for an script alternative. If there a way to do this using the block logic I’d like to know.

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dschuesNew Participant
asked in Automations
Error: Received Invalid Inputs

I'm trying to create an automation that when a form is submitted to one table (Touch Points) then it also updates another record in a different table (Global Worker) I’ve got the RECORD ID formula showing in Global Worker table, and am Linking the automation to it.However I’m getting the Received Invalid Inputs. Not sure what I’m doing wrong here. ​​​​​​ 

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mfloNew Participant
asked in Automations
generating multiple certificates in documint

Hello, I need help in resolving an issue with an automation I created that includes an  integration with documint.   The workflow begins with a form where several names can be submitted to recieve an award certificate.   In my automation each of those names creates a record in a table and then upon creation of the record I have the “award” generated in Documint.  It seems that Documint cannot handle multiple requests at once, so it kicks back an error.  I need to create a delay between requests in some way.  any suggestions? 

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ShellyNew Participant
posted in Automations
webhook for RSVP for different events

Hi!I want to send invite for event and I want to track who RSVP. How do I build base or connection? I am thinking weebhook. So every member gets email with the specific webhook (record id), but where (in which table) do I put it?These are my tables: Members/Events/SpeakersHow can i send email to every member with a link (webhook), that when the member click on "i am going" button in email, I can see the list of all who clicked either "i am going" or "i am not going".I already created webhook in make and I added it in AT and customeyed it with record ID.https://hook.eu2.make.com...' & "?Record=" & RECORD_ID()I put this field in Members table.Then I create automation:Trigger: if the date of event is 1 week before today - in table Events1st action is find records - in table Members (so that i can send emails to them)2nd action in send email with webhook. and here my problem accour. I can only select "list of "webhook") in the email, because webhook field is in the members table).

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Whitney_WilsonNew Participant
posted in Automations
Turn a formula into a string for automated GoogleDocs

Hey All, I am stuck trying to change a ROLLUP % field into a string so that it can be displayed in an automated GoogleDoc. At the moment when I try to create a string it fails to display anything in GoogleDoc tests, just shows a blank space. In the automation plain I can select the field without a problem. The ROLLUP % I am trying to turn into a string is a summary of one of the criteria in our survey → the roll up field is called “CourseDesign%” IF(values, (AVERAGE(values) / 5)) My attempt at creating a string is: IF(LEN(CONCATENATE({CourseDesign%}))>0,CONCATENATE((ROUND({CourseDesign%}*100))&“%”)) Any assistance appreciated! Thanks :slightly_smiling_face:

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James_Henry
James_HenryNew Participant
asked in Automations
Script to identify clashing dates on assets when a new record is created

I have a list of “Hire Days” in a table. Each record has a bunch of information including the assets being used on that hire day, the staff member and the Day (as in Date) of that hire day.  When a ‘new record’ is created, it want it to trigger an automation. The automation will be a script that compares the day and the asset of the new hire day record. If there is already a record with the same day AND same asset, I want the script to produce “Clash”, otherwise “No Clash”. Can anyone help me?

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TheTimeSavingCo
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mpalsfParticipating Frequently
asked in Automations
Automation script returning empty value if field type is array, Ok for String

I think this is a new issue, but now when I try to return an array (as a list) from an Automation, the value is empty. If I convert it to a string, it returns the string value (see code and output below).The array looks ok in console.log(). It’s just a series of ID numbers.   

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airvues
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Ronky'sCornerNew Participant
posted in Automations
How to build an inventory system

I'm building an inventory system and I want to link products across different categories. I tried using linked records, but I'm not sure it's the best approach. Does anyone have tips or alternatives?

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Erin_AlterInspiring
asked in Automations
strange error in automation editing

i have been working on some new automations and i just ran into an issue that i haven’t seen before. existing automations that (i assumed) have been working fine are not displaying correctly. they are showing what looks to be a Record ID instead of the field. and when i try to edit the conditions, it errors out. i reached out to support, but who knows if i will hear back from them.any ideas? 

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Mike_AutomaticN
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mpalsfParticipating Frequently
asked in Automations
Field Select picker returning FIELD ID instead of field name

I have a situation just arise in the last hour. In Script, when I use the select control to get a field from a Find action, instead of returning the Field Name, it returns the Field ID. The selection process seems normal, and I see the field name and the value in the picker, but it returns the field ID instead, which does not work. It’s happening in several places. I’ve tried shutting down and opening again and creating a new automation, but I can no long select fields. Any thoughts?    

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Mike_CampanellaParticipating Frequently
posted in Automations
Create new records from range of start date and end date

I am trying to set up an employee scheduling table. The table has links to my events table and to my employee table. The events have a "Start date" and "end date". Is there a way to create new records in the scheduling table pulled from events in the events table for each date in the start to end range? Ideally it would have all the event info in each day of the range. Employees are scheduled for full days so i wont need times, i would just like the ability to be able to add employees to each day of the event. Thank you for any help!

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laurav04
laurav04Participating Frequently
asked in Automations
Automation delay - occurring in future in revision history

Since the updates Airtable has implemented in the last week or so, I am having an issue when trying to run certain automations.Mainly I notice this with my Generating PDF script automations (integrated with Documint).I will set to Generate and the automation used to take 10-15 sec at most to generate the Documint PDF and paste into my attachment field, then update any other fields. We have several of these set up across bases that all operate without errors.As you can see in the screenshot below, the automation is taking a long time to trigger and usually I see the below as ‘You edited this record in 2mins’ rather than ...min agoI’ve also been having an issue with running the automation again and again on the same record - for testing and adjustments, and the automation not running at all. In these cases automation history log will show (correctly) that it ran exactly the time I clicked the trigger, but the action doesn’t occur in the record or revision history.Maybe this is something

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ScottWorld
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Scott_JenkinsNew Participant
posted in Automations
Automation Using Update a Multi-Select Field

I have an Automation that updates a Multi-Select field in a different table. When the update occurs it over writes what is currently in that field. Each name has a different color. I want to augment, or add to the existing data in the Multi-Select field not over-write it. Not sure how to approach the problem within Automation. For Example, a field of user names, each name is in a color bubble separated with a space. Initially the field is updated with the name “John”. A second update to the field with the name of “Tom”. The resultI was expecting is : “John Tom”, or “John, Tom” each name in a different color bubble, but what I get is “Tom” and an empty color bubble. Any suggestions.

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MigrateursNew Participant
asked in Automations
Copying a database - the automations didn't come with it

Hello, I copied a database from another account, it worked perfectly (almost), the forms followed well, but the automations did not follow... and that was the most important thing for me. Did I make a mistake?

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KarthickGPJNew Participant
asked in Automations
Automating a workflow for revaluation of the field value

Hello - I have a event data table ( nested in a event base) where I have list of potential events where my clients could participate. One of the column in the table is year column where I have a added a field agent to check the year the event is happening by routing the field agent to the event website cell.  So the field agent goes to the event website and check the year of the event and outputs that in the year column. I want the field agent to go back to the event website on a regular basis to keep checking for the year. Because the year column is connected to a secondary trigger automation where multiple field agents goes to the event website and collates the details about the event (Description, Target audience, topics discussed and others) For the year, when the field agent checks the website today, it might be still 2025 but tomorrow the website might have been to the subsequent year which is 2026.  So the question is is there a way to automate the regular event website checks. 

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Aeacus
AeacusNew Participant
asked in Automations
Re: Can Omni assist on matching my data and creating a new set?

Hello, I've built my site and linked my forms from the backend and captured in AirTable perfectly. This forms contain data from buyers/sellers landlord/renters(property field), I want to know if Omni can assist me in creating a matching feature so I can link buy-sell or landlord-renter requests that come in with certain perimeters which then matches and creates a new set of data, that i can follow up with. Is this possible?

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Aeacus
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M_LInspiring
asked in Automations
🧐 Send *Scheduled Emails* from Airtable yet? Or still use Make?

I wanted to find out from the Airtable Community - is anyone using Airtable to send *Scheduled* emails? If so, then I’d like to know how you do it, and how timely the emails are. Over the last couple of years, I remember hearing on these forums that Airtable doesn’t update very regularly… and that if I say send it at 5:00pm Airtable might send it at 4:45pm or 5:15pm, or even a day late. Is that still the case, or can I send scheduled emails that are sent at the correct time yet?  To be clear, for my use case, it doesn’t have to be exactly on the minute for me. I am at a nonprofit that’s just trying to simplify our systems to have a lower technical learning curve. It’s up to 150 emails a week for appointments. I want to simplify these workflows so I don’t have to use Make or Zapier to send *Scheduled* emails.  I would be glad to use Airtable AI (Omni or Field Agents) to do this as well, but first I wanted to check with the community to see about Scheduling specifically. TIA! ML 

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Jeremy_Van_CaulNew Participant
posted in Automations
Recurring Automation with Due Dates

I’m confused at why this is so difficult to figure out. I want a record created automatically once a month in a table via automation with start and due dates filled out. You can’t add formulas to automation fields so that’s a no go. My workaround is that I’ve created a ‘creation date’ field that is filled in by the automation’s ‘expected trigger time’. That create date field is then used to fill in a start date and due date formula field using the DATEADD function with some math. My problem with this method is that I’m not able to change dates independent of each other if I need some flexibility and the only way to adjust dates is by adjusting the ‘creation date’ date field. Having due dates populate based on the date the automation was fired off seems simple enough but I can’t really figure out the best way to do this. Any input would be great!

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TheTimeSavingCo
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Jason_WNew Participant
asked in Automations
Sending a single email with data from multiple records

My AirTable implementation deals with scheduling and staffing of courses for a university. We have a table for Professors, a table for Courses, and a table for Offerings which marries the two together with each record representing a single staffed course-section that students will ultimately be able to register for.Of note: currently our professors do not have AirTable access. Having them create accounts is currently not an option, unfortunately. Additionally, our plan does not include AirTable Portals.When we initially link professors to offerings, we need to send emails to have the professor accept or decline the position. We currently intend to do this via a Fillout form that will allow them to edit a single select field with accept/decline as the options (the “Accepted?” field below). Our issue is with the fact that professors teach several offerings every term, so sending one email for every offering would be cumbersome. Instead, we want to find a way to send a single email to eac

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ScottPhillips
ScottPhillipsParticipating Frequently
asked in Automations
Automation to add a collaborator (without overwriting the existing data)

Hello! I’m trying to create an automation that allows me to add someone to a collaborator field without replacing any data that is already in the field. Is this possible? That is, if 3 people are already in the collaborator field and I want to add a fourth via an automation, can the fourth be added without removing the other 3 that are already in the field?

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ScottPhillips
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and_gNew Participant
posted in Automations
Notion Airtable Integration – How to Sync Your Airtable Data to Notion

Hello Airtable Community,If you’re looking for a way to integrate Airtable with Notion, I’ve created a beginner-friendly tutorial that walks you through syncing your Airtable data directly into Notion using an API-based approach.🔗 Step-by-step guide: Import Airtable data into Notion This Notion + Airtable integration tutorial covers: How to get your Airtable API token How to build a request URL to fetch your Airtable records How to sync data into your Notion database automatically It's perfect if you're trying to centralize your Airtable workflows in Notion without manual copy-pasting.Let me know if you have any questions. 

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risk-eystamperNew Participant
asked in Automations
images and Make.com

Hi Make.com was able to create this But I can not see on my side airtable What am I doing wrong why can I not see what that see when test?regards Linda 

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TheTimeSavingCo
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Jason_WNew Participant
asked in Automations
Sending a single email with information from multiple records via automation

My AirTable project deals with scheduling and staffing courses for a University. We have a table of Professors, a table of Courses, and a table of Offerings which marries the other two to create staffed course-sections students can ultimately eventually sign up for.Of note: our professors do not have AirTable access, and having them sign up is out of the question unfortunately. Additionally, we do not have AirTable Portals on our plan currently.When we assign professors their share of offerings to teach, we wish to send out a confirmation email where the professor can accept, decline, or comment on a specific offering they are assigned. This will likely be achieved using a Fillout form.Professors are assigned several offerings in a given term, so we do not wish to send them one email per offering they are linked to. Instead, we would like to send a single email that regards every offering they are attached to. This email should then have multiple links to the forms to accept/decline ea

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TheTimeSavingCo

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