Automations

I've posted here before, but never was able to find a solution, thanks those who tried to help me though.  I've since recreated what I'm trying to do in hopes that it is simpler and can be done.  Here goes. Use Case: I have orders getting added to a table "Order Fulfillment" by Zapier.  The Course can be several different things "ITIL 4 Foundation, ITIL 4 Foundation w/TAKE2, etc".  What needs to happen is, when the order gets created into this table and I check the "Run Automation" checkbox, it needs to find the next available Voucher Code from the table Voucher Code and move the information in Voucher Code table to the Order Fulfillment table and update the record.  The Course is what should tell it which to match and use. Is this at all possible to do?

Hello,Something strange is happening in an automation that queries a view and sends it via Gmail as a table.I have configured two numeric fields that the only thing that changes is the format. In one I have it as a currency and in the other as a number.But the format to show in terms of separation of thousands and decimals is the same. The problem is that when I send the email from Gmail, it only keeps the format that I want to show correctly in the currency field, but not in the other one. Could it be a system error?

I have a Jotform that populates an airTable base.  If someone submits an exact duplicate form, I created a vew that shows ONLY those submissions that have duplicates.  I have a checkbox in that view that when I click it, it hides that entry from that view, and (Importantly), it hides the other submission because the two submissions are no longer exact duplicates. This works great.  What I am looking for is a way (automation) that will automatically click one of the two.One slight complication is that there can be 3 identical submissions and I want the automation to click the checkbox on all but one of the submissions. That one unchecked will still disappear from the view because it is no longer a duplicate.

Hi all -- I set up an automation to trigger a personalized email every time I click a checkbox in a table. I connected and reconnected my Google account, but am not receiving an email even though it says the test was successful.The email I'm trying to send *from* is my work email, if that makes any difference (wondering if our Google admin might have a security setting that would prevent from automated sending, but not trigger an error when testing).Any help would be greatly appreciated.

Hi Everyone, Happy Friday!Looking for a little bit of help. I have a record of emails in one table titled "Clients" and in another table labeled "Appointment History".For every time the status of an appointment is changed from "booked" to "completed", I want to send an email to the client for customer feedback. The current automation  I have essentially updates ALL statuses from Booked to Completed at Midnight. The issue I am running into (I think) is my record ID. For the "to" section under the "Send Email' Action. I have chose the following upon testing to see if it will work, I get this error"Invalid email address in the "to" field: rec---" from what it appears, I need to seperate multiple emails with commas, however I am choosing the emails from a list in a table. Do i have to insert a comma or a semicolon at the end of each email address in my table to make this configuration work?  Thanks in advance 

Is there a way in Airtable where I can have automation where either record A or record B is being changed then trigger the automation that will update record C to be record A and record D to be record B. 

Hoping someone can help me with this...So we are a golf cart company, we have a form on webflow that automatically updates our airtable when leads select which upgrades they would like. However, in order to make sure we have enough on hand, we need to be able to track for each upgrade column, how many people have ordered. For this to happen, we would need to be able to filter to a view so that it's only for paying customers, not just everyone that fills out the form.Ideally we'd like to make this into an interface that shows "Soundbars Ordered" then displays the number of times that upgrade column was checked in the deposits placed view.

Hi,I have a Comedy Club and I use an Artist Availability form I made, so that the comics can pick and chose the dates they are available, 3 months at a time.Is there a way to have automate a calender so I don't have to keep making a new form every 3 months?Thanks Gang Members! 

Hello all,Very new to Airtable, but very excited to be learning. We are currently using Airtable in conjunction with our Calendaring program to track when people are OOO or Travelling. We have set up an automation that when a Calendar invite has OOO or DOM in the title, it colors it RED or GREEN on our Airtable Calendar database and our managers can read that clearly. What our manager would really like to know is if 3 or more people are out at the same time or if people are travelling to the same area. This would show opportunities for site visits, etc. Is there a way I can write an automation that identify "high travel areas" like this? I realize we might not be able to get really specific.

Hey, is there a way to separate files in an attachment field in airtable?Currently we have customers submitting photos into an attachment that automatically creates a new airtable record. These photos are stored under the one attachment field in airtable. I'm wanting to create an individual record for each file/photo in a different table called photos. For example; a customer submits three photos in one attachment. I want this to trigger an automation that creates a new record for each file within the attachment field. I've attached the code I'm trying to use with no success. Is there a way to do it without code?

I’m trying to setup an automation to email someone outside of my organization. I get a message saying that’s not allowed on my plan (Plus) but it doesn’t say what plan will allow this. I just upgraded in order to do this… I don’t want to upgrade again without knowing for sure that the next plan will make this possible.

Hi, I’m trying to automate creating an invoice on Quickbooks Online by a button press on Airtable through Integromat. While I’m successful in creating an invoice, the invoice is created for a Customer in Quickbooks. However, I want the invoice to be created for a Project of a Customer in Quickbooks, which is what I’m struggling with. Here’s the workflow: Have a Projects table and an Items table in Airtable. Create Invoice button exists in Projects table. On button click an invoice is created for all the items from Items table associated with the respective Project. In Quickbooks: Customer exists. Multiple Projects exist under Customer. Problem: Unable to map the invoice created to a Project in Quickbooks Any ideas, tips or solutions on how to achieve this? Thanks!

I have created automations within Airtable so that when a box is checked in one table, all of the production tasks will be created in another table. My question is, sometimes the title for an event will change in the first table. How can I get that change to be automatically reflected in the production tasks found in my other table? I have tried several times without success. Thanks for the help!

Hi Again Everyone. I had accidentally marked my post as solved but it is not, I will repost what I am struggling withBelow is my issue, I have been told about a "record ID" though I am unsure if this will work as I am trying to update a whole column of "Single Select" Statuses from "Booked" to "Completed" Hi, I am trying to create either a script or automation that will detect multiple records for me based on specific conditions. Then automatically changing their status I have my trigger set up, If a record has a scheduled date that was one day ago and the status on it is "booked"I want to then update anything under these conditions to "completed" I am having issues setting up the "updating" feature.   my configuration is as shown. I have NEVER done this type of automation, so I am extremely confused on this. any help would be greatly appreciated! Thanks in advance!

I'm trying to run a script with 4 inputs, one is a Users name and the other three are lists of users labeled Junior, Mid, Senior. I want to return Junior, Mid or Senior depending on which list the User is in, the user will always be in one of the lists. When I run tests where I search for a user within the Junior list the output is 'Name not found in any list'.I will attach my script code below; the logic seems right however it does not find the user in the lists.Script:function findUserList(User, SeniorList, MidList, JuniorList) {// Check if the inputs are strings and split them into arrays; if not, use them as they arelet seniorArray = Array.isArray(SeniorList) ? SeniorList : SeniorList.toString().split(", ");let midArray = Array.isArray(MidList) ? MidList : MidList.toString().split(", ");let juniorArray = Array.isArray(JuniorList) ? JuniorList : JuniorList.toString().split(", ");// Iterate through each list to find the Userif (seniorArray.includes(User)) {return 'Senior';} else

Hi,I'm pretty new to Airtable and am unable to find an answer to my question.We're using a table as a DAM for our assets. I've uploaded all of our assets to the table, creating different fields to help tag them. We're using another table within the same base to plan our social media content.How do I pull in the image from the DAM table into the social media content table? I was just uploading as an attachment but would like to pull in from the DAM, so if it changes, it will automatically change within the social media content table.

Hello,I'm currently working on setting up an email system for sending bulk messages to suppliers. I've discovered that I can utilize automations to enable Airtable to automatically send emails to suppliers based on the information in my table. Additionally, I've set it up so that it sends a follow-up email one week later using the date field.However, I'm unsure if it's feasible, but I'm wondering if there's any method, whether it involves additional tools or any other means, that would allow me to check if I've received a response from the email or domain and incorporate that information into the automation process?

For our project management team, I want to create an Email Digest Automation where Every Monday/Wednesday/Friday at 1:00 PM for example, if there are Rush or High Priority Tasks coming up (Final Due Date) tomorrow, the email sends to those to who are responsible for each tasks. So far, I have Trigger : At a Scheduled Time (Every 1 Week on M,W,F)Action/Logic: Find Records (Where Final Due Date is Tomorrow)Action/Logic: Send an Email. -> And this is where I have issues. I don't know how to set it so each person who is responsible for each tasks receives the email, instead of sending it to everyone as a whole. We use "Assignment" fields to determine who is responsible to each task, but not sure how to integrate that on the automation here so let me know. 

Hi all - I work for an image retouching company and have a table in my base named Assets. These are all images that get linked to projects in a different table. Some of my projects have up to 50 assets. I have been adding new thumbnails for each assets and then copy and pasting the file name for each. I want to be able to drag and drop the thumbnails into a field to batch upload them -- and populate the thumbnail into the "Thumbnail" field and the file name into "Assets" field. I would not be uploading more than one thumbnail per asset. Here is one catch: I need this to happen on the interface level, not on the base level. The base contains sensitive financial data that cannot be shared with everyone. I was able to figure it out on the base level but need all of my colleagues to be able to batch upload as well via interfaces.Is this possible? Any help would be greatly appreciated!

 Hi all,I've been using Airtable automations in my base with a conditional trigger setup that has been functioning quite well. The automation is designed to send an email when specific conditions are met: namely, when an event is 20 days away and matches a certain status. This triggers an email to be sent.The issue I'm encountering is that these automated emails are dispatched at midnight, which is not ideal for my needs. I'm wondering if there's a way to adjust the timing of these emails so they're sent at a more convenient hour, rather than right at midnight. My automation relies on the conditions being checked daily, hence the timing.Does anyone know of a workaround or method to either:Schedule the email to be sent at a specific time after the conditions are met, rather than immediately?Modify the automation in a way that it checks for the conditions at a different time, not necessarily at midnight?

Hi, I am trying to create either a script or automation that will detect multiple records for me. I have my trigger set up, If a record has a scheduled date that was one day ago and the status on it is "booked"I want to then update anything under these conditions to "completed" I am having issues setting up the "updating" feature.  my configuration is as shown. I have NEVER done this type of automation, so I am extremely confused on this. any help would be greatly appreciated! Thanks in advance!

Hi 😊I have a student 'onboarding' table which, when completed, triggers an automation to create a new record in a 'live students' table. So, each field in each new record is linked to one of my 'onboarding' fields. Some of the linked fields are formula fields and some are single line text fields.What I would like to do is copy only the values of the data in each of those linked fields, so that they become unlinked, enabling me to then edit the data in the 'live students' table, whilst leaving my 'onboarding' table unchanged. However, I would like my primary field (student ID) to remain linked.Is this possible please?Many thanks - as usual! Howard.

Hello everyone,  I have got this base with active deals and I would like to send it via email to my team, but I want the email to contain the same table as on Airtable. How can I do that? Create a pdf?

Hi All,I'm attempting to create automations that 1) Pair members of Table A with members of Table B based on specific criteria, and 2) Send weekly digest emails separately to members of Table A with their paired members of Table B from the past week. Attaching screenshots of the automation I've built so far:Weekly email:Pairing: I've gotten these to work at a rudimentary level but would love any and all tips on how to improve. Thank you! 

Need Tech Consultant Recommendation to help with Real estate transactions management and listing manager  system.  I already have google sheets with all the data.