Automations

Hi, I recently inherited the database for a club and I am trying to make the interface easier to use by creating an Airtable/Softr design instead of the manual version that existed previously.Basically I have one table with member details that includes a field for number of events attended. I then have another table for events with a field called Attendees which lists all the Attendees of that event by pulling the names from the Member table. So, what I want to do is automatically increase the number of events attended field in the Members table by one if the member appears in the Attendees field in the Events table - how can I do this?Possibly slightly complicating the issue is that since I have inherited this and am not starting from scratch, numbers of events attended figures already exist, so I am not starting from zero but from different numbers for each member.Thanks in advance for all help!! 

Airtable's record lookup feature used to have a search field in this interface menu where you could type, and it would autosuggest relevant records from your database. We used this feature extensively throughout our project.Recently, this interface changed so that the field that allows you to type to find autosuggested records is no longer present.

Hey guys,I spent the day trying to get my head around a moving average function. In my case I want to calculate the 7 day average of my Google Ads CPL (cost per lead) metric. I have daily data from Google Ads in my base along with all important metrics like ad spend, clicks, impressions and so on. I also track the amount of leads. For the day to day calculation a formula does quite well but when it comes to calculate things "across" rows Airtable is quite limited.My approach is to use an automation that runs a script every time I update either the amount in ad spend or leads. This way I kind of "fake" a formula field. I feel like I am almost there but it's not working still and I am having a hard time trying to debug with ChatGPT.My logic is:Values are updatedDate field value is readScript finds the last 7 days based on the original date in the updated row (not today)Script gets the ad spend and leads values of fields that match this conditionValues are added and then divided (sum of a

I have already successfully created an automation to send an email triggered by a record's field changing.Now I am trying to create another automation to send a weekly email. In the automation's configuration section, I am filling in the To field. I click on the + sign, and the only options I see, for inserting a value from a field are "Actual trigger time", "Expected trigger time", "Next trigger time". This looks like a bug. Instead of giving me an option to select email recipients from a table, I am being asked about trigger times.Anyone else seeing this? Is this a bug or am I just misunderstanding how to configure a "scheduled time" automation? How are the email recipients of such an email normally selected?

HiI have a simple script I run each night, which simply attempts to tick a box in about 100 records, which then drives an automation to fire off some reports on activity that day (1 per user). Unfortunately it never completes, it tells me it has failed. It works for many records, but not all. I have similar scripts for other reports. I'm using a script because it fires at a specific time. Any ideas how I can improve this please so that it will process all before timing out. The table in question only has 100 records or so. Thanks let table = base.getTable("Users");let view = table.getView("Users for Daily Report");let query = await view.selectRecordsAsync(); for (let record of query.records) {table.updateRecordAsync(record, {"Trigger Daily User Report": true})}

Hey, I am having trouble with automating it where when a new 'special item' is created it will deactivate the previous 'special item' in the list and have the new one be active, I keep having errors with the update record.The attached file shows my screen

I've read through most of the posts having to do with this and still can't find an answer that works.  Most ask why this would need to be done.  We are currently using Airtable as a mass outreach table for individuals we contract work with.  Occasionally, they retire, die, or are no longer to be put in rotation.  We have the checkmark to indicate they need to be removed from rotation but we also have to update our operations software with these notes and new changes and want a record to track those updates but not available to reach out to.  We already use filters and views and statuses for the dozens of other items we care about and work with.  We might need to put them back in rotation too so I would rather not delete 100% and just move to other table.  I don't know why this seems so hard to do as it seems like a very important function that a lot of people could use the option of.  Would appreciate any advice!

Hi Airtable Community,Hoping you can assist.I'm having trouble merging duplicate records, (Keeping the original record and updating  specified fields from the new record, then deleting the new record once complete).I have no java script knowledge whatsoever so used ChatGPT to come up with a script. The first script deleted both records, the second updated but kept both records and the third script is completely useless! Essentially, I would like the automation to be able to find a duplicate address (Field Name is Property Address and is linked with another table) I have also The automation I have set up looks like this and the script is as followslet table = base.getTable("Sold Stock");let query = await table.selectRecordsAsync();let duplicateMap = new Map();// Find duplicates and collect their IDsfor (let record of query.records) {let propertyAddress = record.getCellValue("Property Address");if (duplicateMap.has(propertyAddress)) {duplicateMap.get(propertyAddress).

when I'm trying to create automation to send emails I have a problem, when it ask me to who to send the emails I press on the plus button and then this is what is see - https://imghostr.com/bbb072_e90where is the email column? I want to send the emails to my clients 

Hello everyone, thank you in advance for the help. Really appreciated Script Purpose When a record is created in first table (with start and end date field), create records with unique dates that go from start to end date in a new table const tableWithRange =base.getTable("Date range"); const tableWithDays = base.getTable("Days"); console.log(tableWithDays) let inputConfig = input.config(); const ranges = await tableWithRange.selectRecordsAsync({fields:["Date start","Date end","Employee"]}) var query = await ranges for (let range of ranges.records){ var fromDate = new Date(range.getCellValue("Date start")); var toDate = new Date(range.getCellValue("Date end")); // var employee = new String(range.getCellValue("Employee")); var outputRecords =[]; var date = new Date() var i = 1; do { var useDate = fromDate outputRecords.push( { fields:{ "Date":new Date(useDate), "Link to rang

Hello, I am trying to automate the conversion of SVG attachments in PDF format (in another column).So far I got this script but doesn't seem to do the job. Anyone has a solution?

One if the biggest pain points I run into every day with Airtable, is trying to link records automatically.  A {formula field} that needs to feed into {linked field}.  If only there is an easy way to do this, any suggestions? My current solution is running an automation, but it doesn't work sometimes. If someone can tell me why this automation (images attached) isn't working i'd be so grateful. PROBLEM:SOLUTION:Attached images  

I would like to create an automation to assign an assignee to the A field in Airtable. The order of assigning a person in charge proceeds in the following order: ‘Lee Ye-ji’ -> ‘Sim Hyo-bin’ and must be repeated continuously.please help me!

Is there anyway to generate an automation that updates field records within a table by matching values in a different column, similar to an Index/Match function, between AirTable and Google Sheets? Essentially, my team manages IRB protocols and we need to track due dates for annual reviews. I'm trying to have the due dates updated in AirTable once the annual review due date is scheduled. Due dates are updated arbitrarily by my institution throughout the year, so I was planning to do a manual export from the institutional data source to a google sheet on a regular basis. Then, once the google sheet is updated, I want to run an automation that updates the Due Date for each corresponding IRB Protocol. Is there currently a way to do this only using AirTable & Google Sheets? My institution doesn't allow for 99% of external extensions. 

Hi all, I have run into a problem with an automation where I am copying values from some formula fields into fixed fields. I have narrowed the problem down to 2 different fields that halt the automation. Both the formula field and the fixed field I am copying to are formated as decimal with 2 places (x.00). I know this worked before while I was developing it, but now it fails. The error message shown is “fields could not be converted to a string”. I see 2 questions for this topic in the Community, but I can’t see the solution. This is making my head explode, so I would appreciate any help you can provide.

I have a field that can at times have existing linked records inside them. I have an automation that when a record matches conditions will input a linked record to that same field. The issue I am running in to is that it replaces the existing linked records in there. I tried doing a dynamic input on the automation to include the existing linked records then separating with a comma, but it fails when testing. Any idea how I can keep existing, but add a new linked record in that same field with the automation?

Hello, I am looking to build automation.I have 2 tables: Task and Sub Task (both are linked). If a subtask is created under the task record, then the project selected on the task should be auto-populated in the subtask project field related to the specific task. Thanks in advance!

Hi,I'm evaluating if I can user Airtable for a Job Requisition Approval process.Hiring manager fills out form for new vacancy  (done)New records ends up in table (done)Boss of hiring manager get's email notification (done)email includes a link to a form showing the recordset data and a approve/disapprove choice (not done)I don't get how I can do 4. Any ideas?ThxMarvin

Hi everyone, I'm a beginner at airtable automation (so excuse the novice question) - I'm trying to figure out how to set up an automation to send an email with attachment when a new record is created. Same attachment will be going to all emails. More info: 1. User fills out a form on website with email address. 2. New record is created in Airtable table "Contacts" with the email address3. I think this record then needs to be updated to include the attachment (unsure how to do this) so that it can be attached in the email automationAny help would be greatly appreciated 🙂 

I'm writing to inquire if it's possible, either through an extension or natively, to track whether an email sent via automation has been opened or not.

Hi! I'm trying to use a Task Template table & an automation to create Tasks aligned to an Account based on a specific criteria. I've got the automation working with the following set up: When a record matches a condition in the Accounts tableProduct/Service [LinkedRecord to the Product/Service table] is not empty Find Records in Task Template table & create list based on Product/Service dynamically pulling in Product/Service of Airtable ID in triggerCreate Records in the Task List for Accounts table with the relevant fields. Here is the problem: I want the "trigger" to be a multiselect field (IE there could be one or many product/services purchased by an account). I am having trouble figuring out how to change the trigger such that it creates tasks that are linked to multiple Product/Services. (In the Task Template table I've also linked the Tasks to the Product/Service. Some of these tasks can be for all three services). I want to look at ALL of the tags in the&

Hi, I don’t know whether this is a bug or something has changed - we have calendars on our outlook account - we did this using ‘sync to external calendar’ links. We noticed the calendar events are no longer showing in our outlook - they previously were. I am unsure when this changed. I have deleted and re-added the link and the calendar is still not syncing. Has anyone else had this problem?

I am working on using an Airtable automation to assign topics to writers. Step 1: Trigger Step 2: Find records that meet the right criteria. Step 3: Send an email with values from the found records as a grid. Step 4: Update the records from step 2. I have a single select field “Emailed” that can be true or false. I’d like to update these values to True. Step 4 is where I am having a problem. I do not see the possibility for selecting Record ID’s for the records found in step 2. Is there a workaround to this? Thanks in advance.

We have an airtable/make.com combination running a help desk/ticketing system. When people reply to their initial ticket, the system assigns a new record. Is there an automation that we could install that would combine the records?

For some unknown reason (i.e. I didn't make any adjustments to the recipients) my weekly emails generated from an automation that has been running smoothly for months now, went out in these configurations 1) to me only in the To and CC lines 2) to me with the typical recipients now appearing in the cc line in addition to me. Has anyone else had an issue with this today (late March 7, 2024)?