Automations

I am creating an automation that sends a reminder email if a task is not complete within a certain date. That being said, some users have multiple tasks to complete and receive an individual email for each record they’re attached to. Is there a way I can have a reminder email sent with multiple records condensed into one message so the owner does not receive multiple emails?

Hi guys,i have an automation and want to copy that to another base.It's a base that will be created from a snapshot that was taken (if this is important).Thanks 4 help!Julian

I'm having a problem getting my airtable to properly work with a dynamic page created on our website. There is an embedded form within the dynamic page, and the HTML for this is linked to a record within the aritable "Form HTML".I have been able to get this to work with the simple form html. What I am now trying to do is add on extra criteria within the HTML so that a section of the form is pre populated when loading certain pages. As soon as I add the extra code in it results in problems. I either get that the page cannot be found, or it will say this for about 10 minutes and then magically load, but it will only load on a desktop and not a mobile. The mobile always shows page cannot be found.The standard html is <div class="beacon-form" data-account="isleofwightdonkeysanctuary" data-form="83485bc4"></div> but I need it to be <div class="beacon-form" data-account="isleofwightdonkeysanctuary" data-form="83485bc4" data-bcn-c-donkey="xxx"&g

Hi - I am trying to do a daily balance and bills owed table and am wanting to match expected income so that the dates match. Ideally it would also have a daily exchange rate. I am just not sure how to match and roll-up based on varrying criteria without needing a new column for each date. How do I do this? Do I need a third table?

My goal is to create a single automation, that checks multiple separate fields and if they contain values, process separate actions.For example, if a new record is created and there are values in the field weight, then update the weight field of the linked record. If a new record is created and there are values in the location field, then update the location field of the linked record.Now the statements follow an IF -> ELIF (Otherwise if) logic, therefore if a new record is created and both fields (Weight and location) are not empty, only the first condition is fulfilled and the automation stops. In this case the weight would be updated (matching the first IF condition), but the location would not (because the first condition was fulfilled).My workaround for this has been creating first a field that checksIF weight AND location have values, update both,ELIF weight has values, update weightELIF location has values, update location

I have a JSON array in a field called 'Output' in a table called 'Assessmnt converter'. I am trying to create new records into a table called 'Submissions test' and populate the data into four respective fields; Question number raw, Question raw, Number of marks raw and Student answer raw. I have created an automation whereby if the 'Output is not empty', it runs the following script. However, every time I run the script, I'm getting the following error:CONSOLE.ERROR"Error parsing JSON data:"▶Error {name: "SyntaxError"}Here is my script:// Load the Airtable scripting environmentlet assessmentTable = base.getTable(

I have built an automation and it works very well. When I open a new row in the "Projects" table, it automatically adds the necessary tasks in the "Tasks" table. It also fills in the default values. Great. Unfortunately, I cannot insert a default value from the "Projects" table as a lookup. I can select it, but nothing happens. Does anyone have a tip?When I do the preview, the value appears, but only the one already created. In my case "test".Or is this only possible via the "Create child linked records" script?    

Hi there,I have this automation I have built and it looks right to me and passes the test. The test data populates in the destination table. But when I manually enter data into the source table nothing happens.Here is the automation: This is the destination table. The Article Number "F25NSECVR" was populated when I ran the test.This is the source table. I manually entered "F25TEST" and nothing happened.   

I have this actionable message automation that doesn't seem to work.  I can see it failed and the recipient was not filled out. A typical non-actionable Slack automation seems to work fine and I can see a recipient.Is there something I am missing?  

Hi guys!On one table I'm looking at Set Up Account details, and on the other I'm looking at Account Performance. The first pulls data from Typeform, the second from our internal system. To be able to tell how well the account is doing, I need the context of what stage of 'set up' the account is in, so I need the Status to dynamically update Performance, when it's changed in Set Up. I've tried to do a Linked Field, but it doesn't seem to be accurate, and now it's not working at all. I'm not sure whether that's the best solution? So I tried to automate it. The trigger stage is successful (attached), but then the Update Records stage fails with 'Received Invalid Inputs'. I'm matching the records based on our internal ID number that we update the fields with (ave_id). Any help or ideas gratefully received! Thank you. 

I am simply trying to connect to the information from one table to another table automatically using automation. Every time I try it it comes up with errors. I have tried using the record id formula to connect them (they dont match between tables). I have used the primary id (email) and it wont work. I have tried the Link to Another Record field. Even in the error I am seeing both emails, so it seems like it should work. What am I doing wrong? 

Hello! I am creating a field for event attendees. I have each attendee's name, the events they attended, and the dates of the events they attended separated into 3 columns. I would like to make a fourth column that retrieves the most recent date each attendee came to an event. In this scenario, I want to make a fourth column that will automatically register that 1/8/24 is the most recent date and it will return that. Please let me know if you can help. 

i am attempting to use the attached code within an airtable automations run script tied to a "When Record Enters View" trigger. I have almost zero background in JS, and I just can't get this thing to work. Do any of you have any suggestions as to how I can fix these issues?

Hello, We use Airtable at our company for our Purchase Order store and use formulas for expected payment date to calculate when we expect to get paid. We are now looking at advancing certain aspects of our database, such as, we want an automated email sent the same time each month, so the trigger we have chose is 'At scheduled time'Now i would like it then to find the records in one of my views, it does this but only lists 10 records, when we are looking at much more than this. We would then like the the records found be attached to an email that is sent to a memeber of our team. I hope this make senses, any tips would be of great help. 

I have a problem with a script that worked and all of a sudden, stopped to work:"App Name" is a linked record field. "Add App On Sign Up" is another linked record field. When a value is inserted in "Add App On Sign Up", I need this value to be inserted in "App Name" (inserted, meaning adding a value, not replacing a value to "App Name".Anyone has a better script to propose?The error message is:Error: Field "fldGBiazYCpFzbsOv" cannot accept the provided value. at main on line 12Field "fldGBiazYCpFzbsOv" is the field id of App Name   const table = base.getTable("Members"); const query = await table.selectRecordsAsync(); for (const record of query.records) { const appNames = record.getCellValue("App Name"); const addAppOnSignUp = record.getCellValue("Add App On Sign Up"); if (appNames && addAppOnSignUp) { const updatedAppNames = appN

If I have a custom script as an action in an automation, is there anyway to have a catch or else statement that would create a failed automation notification like there is for the built in actions?Meaning, how can I set up a notification system if a custom script fails?

I have table A and table B.When a record in table A is created, I have an automation that creates the same record in table B. However, the primary column in table B stays blank. How can I fill the primary column in table B with the primary column value of table A? 

Hi everyone!I'm building appointment base for volleyball and two different objects. I want to set available appointments in one field but I don't want to add them manually because there is a lot of them. Is there any change that I can add them with automation? Otherwise I have to pick every single one of them on calendar and also pick a time.Thanks for your help.

Hi there! I am trying to create a form that will allow someone to book a specific desk for a specific period of time. I would like to be able to automate the form to A) Remove a desk as an option if it's already been booked during a specific time period and B) Add it back as an available option after the specific time period has ended. Example:  We have desk ABC and desk DEF available. Person 1 goes to the form and books desk ABC from May 10-12. Person 2 goes to the form looking to book a desk from May 10-12: desk ABC will not be an option because it's already been booked during that time period so they book the available desk DEF. Person 3 goes to the form to book a desk for May 13 and both desk ABC and desk DEF are once again available for booking.  I am stuck on how to get this set up via a condition or formula and any help would be appreciated! 

I have a table of projects. Associated with each project is multiple teams and multiple quarters. Both the quarters and teams fields are sourced from linked records.I would like automation (or script) to create related projects in another table, one per multiselect field combination. I've tried creating a script with ChatGPT, but no luck. I also so some other solutions in the community that were similar, but not quite the same as my situation. Any suggestions? 

Hey everyoneTrying to use Slack's Action messages to give myself 3 options to update a record's status. Everything works great, except when I click a status update button I get "You do not have access to this Airtable record, or it has been deleted." as an error in Slack.Within Airtable, I get "The user who responded does not have permission to edit this record, or the record has been deleted.Learn how to fix common issuesStep run a few seconds ago"My account is the owner of the workspace. I use the same email on both. The test comes back with the button value I clicked, and a User ID. I'm guessing somehow m

Hi everyone, New to Airtable but love it so far, and am hoping to have the following question answered. I am creating a project / task tracker for my team, ultimately going to create an interface which would have the following hierarchy:Project > Tasks > Subtasks. I know I only have 3 levels so I'm trying to display the DRI name under the Subtask table in order for me to group it correctly. I created the correct tables which are linked properly (I think). Here is my question: How can I mirror the DRI in my Project table to auto-populate in my task and subtask tables? This will help me group my views properly. Thank you

I suspect this is a super easy thing to do, but I have been googling for over an hour now and all attempt to make this script function is seemingly failing. const { recordId } = input.config(); const table = base.getTable('tbliyrxpGU6tkQgG7'); let record = await table.selectRecordAsync(recordId); let user = record.getCellValue("Requestor (Airtable)"); console.log(user) await table.updateRecordAsync(recordId, { "Requestor (AT)": { id: user }}); Requestor (Airtable) is a Lookup Field that is pulling in a User.Requestor (AT) is a (Single) User field.The console log shows that 'user' is indeed an object that has id, email, name. But no matter how I try to pass the user onto the actual user field, it won't take it. "Cannot accept the provided value."

Anyone know how to fix this. Is it because airtable is unable to extract data from a formula field to update a date field. 

Problem Description: In the Airtable automation configuration, the "Find records" step successfully found matching employer records, but in the "Update record" step, the error "Received invalid inputs" is still displayed. We have confirmed that the "Record ID" and "Fields" are using the correct output values from the "Find records" step, but the issue persists.