Automations

I need some help with something. I am building out a project management system for my team. Our projects tend to be pretty big, so each project has it's own base. But, we need a project overview base to allow leadership to see the status of projects easily. I have an Overview base built, but I need some way to automatically update the percent complete of each project in the Overview base. We have the team level subscription, so I cannot update the source records from the project base. I would prefer not to use any 3rd party systems like Make or Zapier, but if that is the only way to do this, I am open to it. Any help or ideas would be awesome! 

I have read all the comments and solutions re: logos in the emails.  I have done<img width="200" height="50" src="https://www.brittcoxgroup.com/site_data/brittcoxgroup/editor_assets/Wide%20Logo%20with%20CB.png">but it still does not work.  Please help. 

The AI responses in an automation action have drastically deteriorated. I suspect the reason is Airtable is no longer calling GPT-4. Previously, you could choose between GPT-3 or GPT-4. Now it is a toggle that says "Use AI models that optimize for best results", which I only noticed when investigating some bizarre fields in my base that were populated via AI. 

Dear all, when I prepare the message of a mail to be sent in an automation, some field (eg.: coming from a column with formula (concatenate)) are different from the original.In particulare the character "_" is lost and even "\\" is changed to "\\".Less important: also some emojis are changed. Could you help me to fix the issue?Thank you very much.Best regardsA. Borriero

Hi allI have an Orders Table and an Order Line Items table.I have a Date Required field within the Orders Table which is linked to my Order Line Items table.I want to have an Updated ETD (estimated time of departure) field against each line item so it is separate from affecting the overall order ETD (i.e. each line item with one order can have a different ETD).Ideally I want to just show the format as mmm-yy (i.e. July-24)Any ideas on automating this so that the Updated ETD takes the Date Required data but can be editable? Thanks!

Hi AllMy apologies if this is too simplistic - I’ve only got six months or so experience with Airtable…I suspect use case doesn’t matter here, since my “issue” is at the record and field level. Here is the scenario:- a form with some fields pre-filled is sent to a Client for additions and updates, is submitted by them, and creates a new record in an UPDATE table, separate from the main, “real” table; Clients often have no regard for “garbage in, garbage out”…- a manual review of the two tables “side-by-side” is performed to make sure data in each field is the type of data expected - both in text and attachment fields- an automation does an “Update Record” on the main table, using the data from the UPDATES table record, hence moving the new data to the Client's existing record in the main tableThe result is that blank fields in the UPDATE table overwrite existing data in the main

Hi there, Is there a possible way to dissable a botton for certain records? Thanks

Hi,I'm afraid I couldn't find the correct Airtable documentation on this, please point me in the direction if there ready help somewhere.In an automation I have a conditional logic step. In that I have two conditions to be be met. One is a "type" kind of single select field, which translates to "Mini Day" in this case. This works.The other condition tries to look for text in a rollup field. Here is the problem, I can't get it to work and can't figure out how 'contain' works. In the preview field I can see the text I'm looking for, eg "Digi-Gold", but it doesn't work when tested.Here's a screenshot of the view:I also tried other text strings ('perusmaksu' and 'sessio') but nothing I tried works.What are requisites for "contain" to work? How does it work? Can I use use one condition to find several text strings, e.g. "sessio OR gold"?

Hi there, I'm looking to bulk create a handful of training sessions based off an initial kickoff date. I have a table of training sessions and a template table with an offset from the first session. Most trainings run on a regular basis, but sometimes we need to reschedule. For this reason, I need the result to be a normal, editable field (not a formula I can't touch). I am using automations to create the number of sessions I need. I also have an automation to populate the first training session based on a value on another table that will be entered manually. I can't figure out how to populate the subsequent dates for sessions based off an offset. I tried a DATEADD() formula to sum my duration field (the offset) with the original date, but that didn't work. In plain English, if session 1 is today, session 2 will be next week in the same time and place, session 3 will be 2 weeks from today, etc. Any ideas? I a

Hi all,Is there a way to view a breakdown of automation runs by time period (e.g. billing period) and more importantly by base > automation?I want to bring my run numbers down (so I don' have to upgrade) but it's not easy to see which automations are eating into my quota. I know I can see number of automation runs in total per workspace, for the current cycle, but need more detail than this.Thanks! 

I want to create a cash flow table for a month, where the beginning of the month balance automatically or with the help of a formula gets data from the end-of-month balance of the previous month.Manually entered at the beginning of January "beginning of the month", all the rest is automatic.And so on for all months.I have tried to do this with a formula, but unfortunately with no success.I need your help 🙂

ContextI'm putting together a volunteer sign up sheet (an Interface). The sheet goes live at a specific time, and people will be waiting by their computers so they can get the more desirable shifts. Once a shift is assigned, it no longer appears on the sheet (it is removed from the View underlying the Interface). However, it's not immediate. This means multiple people can click a shift's "Pick Shift" button before the record is removed from the view and button inaccessible.I need the first person to click the button — or at least the first click we hear about because of latency — to be the one who gets the shift. (This would be trivial in SQL, including in Supabase on which Airtable is built, but, alas…).Believe-it-or-not, I figured out how to do this (or at least get extremely close) with a Script in an automation. It's low-key bonkers, but it works! The problem I'm hitting now is how to notify the correct winner.The setup: My schema (simplified)

Hi there,I am new to using automations and hopeful this is something I'm just overlooking. I'm having trouble with an automation for a "Shift Reminder" SMS.Goal is:1. At a Trigger time find records with a Start Date of "day after" trigger2. Send SMS to associated cell numbers with each trigger to remind of shiftI have no issues if there is only one record returned. The SMS goes through without issue. If there is a second record returned the first record SMS goes through but the second record SMS is ignored.Would be so appreciative of any help! Thanks!  

Hi, What I would like to do is simple : When I update a record in table "Participations", I want to check if this record is the earliest (in term of date) record linked to a specific company. If it is, in single select field "Participation active?" select automatically value "active".How would you do that? I have trouble adding the condition of selecting the record with the earliest date among records linked to the same company. Thank you, Have a nice day, Arthur 

I have an automation that runs based on the trigger, when a record is created.  This automation runs perfectly in all tests.  However, when I run a process that creates 5-10 records within 2 minutes, the automation does not run for all records.   This clearly tells me that the Airtable infrastructure cannot handle even the smallest volume.  This is deeply concerning.  I would not expect an automation to run into volume issues until the volume was over 1000 a minute.Has anyone else seen this similar poor performance from Airtable interfaces?

I have a field generating an email for each person on a list: CONCATENATE( {First Name},".",{Last Name},"@Gmail.Com")  This formula creates a First.Last@Gmail.com list in my "Resource email:" field.The issue is, when I create an automation to send an email to the "Resource email:" field, it throws an error, showing that the email it read for that field was just ".@gmail.com". It's not detecting the first or last within the automation. The automation is set up as "when a record is created"  currently as well. Any help on getting the email field to read correctly? 

Hello,I need to send a csv file to my email when a record matches a condition. I was hoping simple scripting would work, but it seems like this is not yet doable with native Airtable tools. I saw in a previous post that someone suggested to "use a script that creates the csv or Excel file using the CloudConvert service (or another similar service) and attaches the csv file to a record". I will only need to do this max 25 times a day, which it seems like CloudConvert offers for free. I would like to try to make this process free. I tried setting up an API key on Cloud Convert but my script is saying it is unauthenticated. Is anyone familiar with how to set this up? 

Hello Community, I need help with one task that should help us save lots of time. We have two tables with attachment field in both tables. One table is called Appointments where we upload an invoice in the attachment field called "Invoice" and another table is called "Contacts" where we store all invoices in the field "All Invoices" for a certain contact. What we are trying to do: When an invoice added to attachment field in "Appointments", we want a copy of this invoice to automatically go to a dedicated attachment field in "Contacts". When I try Gemini AI help, the answer was like this: Airtable doesn't currently offer a built-in way to automatically copy attachments between fields when one is updated. However, you can achieve this using a combination of scripting and automations. Here's a general approach:1. Create a script that loops through the updated record's attachments and copies them to the desired field.2. Set up an automation triggered

I have the following piece of code in an automation.      plantingsWateringsRecordId = await plantingWateringTable.createRecordAsync({ "Watering": [{ id: recordId }], "Planting": [{ id: planting.id }], "Crop Picker" : {name: planting.getCellValueAsString("Sort Name & Category")} })     The Crop Picker field is a single select field and I want it to expand the selections if the value passed in is not already there. It appears that this can be done using typecast:true but I can't for the life of me figure out where to put it. The documentation is not very clear about this.Any help would be much appreciated.Thanks

Hello! I am really hoping someone may be able to assist me with getting data entered from a record in a specific column in one table, can generate a record in another table, with that data.. For Example:- We have Engineers who enter their Projected monthly forecasts for CIP (Capital Investment Projects) all at once, each record indicates a month. These Engineers enter about 1 years worth of estimated budget amounts, so we are talking multiple records. I specifically want to capture the data entered in the "Forecast Amount" Column of this table, to auto-generate, or copy that data to another table titled "Submitted Forecast". Additionally, I would like the DOF (Date of Forecast) to display on the record that is copied over to the Submitted Forecast Table. Can ANYONE assist me with this request please?! I would so deeply appreciate any input.  Thank you,Jordan

Hello, I have a table with reference fields from another table. I want to lock the values in those reference fields if a record has a certain value in a selected column and not have them updated even if those values are updated in the referenced table. Does anyone know how to accomplish this? Thank you!

Hi Airtable Community,I have a base with different automations with the same trigger. I would like to set an order by with these automations are triggered.For example, I would like Automation one to be triggered first. After automation 1, the automation 2 should start immediately.the easiest would be, to just add another “Find records” and another Repeating Group in this automation. Unfortunately, its not possible to add anything behind a repeating group.I Want specific phases and tasks for projects to be generated. Both needs to be linked to the project and the tasks should be linked to the phases. To do so, I need the phases to be created first (trigger=new project meets condition). After that, I need the tasks to be created and linked to the phases. When both automations start at the same time, some of the tasks are not properly linked because the phase was not created yet. (see Screenshot). 

I'm trying to set up an automation in Airtable and could use some help. Here's what I'm aiming to achieve:Scenario: I have two tables in my Airtable base:Table A (Products): This table contains product records.Table B (Orders): This table contains order records, each of which is linked to a product from Table A.Goal: Whenever a new record is created in Table A (Products), I want to automatically update a linked record in the same Table with the same product name (Products).Issue: I'm unsure how to set up the action to update the linked record in Table A with the same product name  (Products).Could someone guide me through the steps to set up this automation in Airtable? Any detailed instructions or tips would be greatly appreciated!Thank yo

Hi there, I'm having issues with an Automation that I've set up anytime a record is updated between Airtables that are all within the same Workspace and have been granted the same permissions at a Workspace level. I'm getting a message that says the update failed due to insufficient permissions.  However, each Airtable belongs to the space workspace and has the same group permissions. Anyone know how I get support on troubleshooting this complex issue?

Is this possible? I am unable to get the attachment mechanism working in an automation with send email action, or am simply misunderstanding. I just want to send all records in a view as a csv.