Automations

We use a webhook from Shopify to capture order data in Airtable. When the webhook comes in, we create a record in Airtable with pertinent order data. I want to parse out the line items in the order into another table for use in creating a packing slip. Here is sample data: Airtable - MA Test The Data table represents the data as it comes in from the webhook. The Desired Output table represents the ideal output. This is where I need help, creating an automation/script to parse out that data into new rows. Thanks for your help!

So we've set an Airtable Automation where every day at 12:00PM it sends an email digest to the project managers to show Rush or High Priority tasks that are due today or before today. I had one question:Is there a way to have the link of each task on the email? For instance, once we get those emails with the tasks due, it would be nice to have it where each task comes with the respective Airtable link that leads to the corresponding task right away. I've attached the screenshot of the current automation set. Thank you!

Hi AllHoping there's a simple solution for this: I have a table that is updated regularly with status changes, content changes and also linked records.I would like to send the users of the base a daily email at night that shows a grid of those records that have been updated that day. This way they will get a clear picture of what happened each day. Many other PM tools provide this automatically. This is not an email that is sent as soon as a change occurs but rather it will be a scheduled emails that contains ALL the records that were changed that day.Is this possible? Thanks very much!

Hello Community,I have a table with events and a linked table with needs for the events. Different needs can be assigned to each event. Each event and each need has a status. I would like that if all needs that are assigned to an event have the status "delivered" or "declined", that the status of the event changes to Needs processed.Does anyone have an idea how I can implement this?Best regardsMirko

I have two tables. The first is a item "types" as below...the second is a table of "details". Each row represents 1 item of the total number of that item type. Each row in the second table will have unique data, like an ID, a physical address and a QR code....If I add a new row in to table 1, with a qty of 20 units (in the Qty column), how can i automatically add that many rows to the second table, and link them to the dislay type from the first table?Thanks

Hello! Wondering if someone knows why this is happening- I am trying to mimic a script I use in another base, and I've just realized why it's not working. In my other base, I can set the 'record' but in the second, this field doesn't exist. What am I missing? Here it is in the base where it works, where Record existsAnd in the base where it doesn't work, where record doesn't appear as a field: 

Hello,Please, I would like to create an automation that, on the 1st day of each month at midnight, creates a new record with the actual trigger time. I expect the trigger time in the action section to be the same as in the trigger section of the automation scheme. However, somehow, the "Actual trigger time" field value is created with the last day of the previous month.Thank you for clarifying what I am doing wrong

Hi Unable to automatically generate Invoice number when make new invoice from Airtable to QBO though MAKE Please help    

Hi there, Here's the scenario: • I have an automation to send an email to the marketing contact if the 'marketing contact email' field isn't empty• the 'marketing contact field' is a Rollup field with a formula of ARRAYUNIQUE(values)• even though the 'marketing contact field'rollup field is empty, as you'll see from the test run on the below Loom, it still tried to execute that worflow. • is it seen as not empty because there's a formula in it?https://www.loom.com/share/5b726b2bc41a414da662f055af863b55

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.