Automations

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. 

Hello everybody.It is possible to have a view of type "Locked view" and at the same time of type "Personal view".The thing is that I have views created exclusively to generate automations. So I want, on the one hand, for no one other than me to access them (no one but me needs to be bothered by displaying this view in the list of available views), and on the other hand, to prevent myself or someone else from modifying them by mistake.If not, what would be the best way to protect a filter view that is used exclusively to generate automations? The idea is to prevent adding records there, and at the same time having its configuration manipulated by mistake.Thank you.

Hi,I want to create an automation that when I create record in table A it automatically will create the same record as vlookup in table B.so if i update the record in table A it will reflect the record in table B.is it possible to do?thanks

Hi,I'm trying to create automation that every scheduled time 2 fields in the table will be updated to certain status.the trigger is working but i get an error of "Received invalid inputs."can anyone help me with this?attached image that show the automation:  

Hello, I am running into the problem where if two users trigger my automation at the same time or before the automation finishes then the second data point will not run/create a record. Is there a way to setup a queuing system where the second trigger can hold until the automation has completed?Thank you!

I have an automation that once a checkbox is checked, it creates a new record in a different table. It worked quite well and today it failed repeatedly saying "Creating the record failed due to insufficient permissions."I'm the owner of the account so i assume it does not mean my own insufficient permissions.... can someone explain this message and help resolve it? 

Hi everyone! I'm struggling to create an automation. We have a list of customer-support interactions that are either marked as Open, In Progress, or Resolved. For the most part, interactions are resolved same-day, but occasionally, some will need to be left as Open or In Progress, creating the need for a daily email summary that lists those unresolved interactions (if there are any). With that, I've been trying to create a scheduled automation that runs at 8:30 AM every day based on a view (that is set to only show unresolved interactions), and I'd like the automation to only send the email if there are items within that view. I've been trying to configure this, but with no luck. I'm not sure what I'm doing incorrectly (maybe it's my "Find records" step?) There's currently 1 record within that view, but when I test the automation in it's current state (attached) it's not meeting the conditions. Any ideas? Thank you in advance! 

Greetings,I am working with 4 tables of approximately 10,000 records each. The primary field is the name of a specific medical product. I am trying to go through and categorize these products so I also have a field for "category" with multi-agent selection as the field type based on the type of product it is. Some, but not all, of the medical products will be on multiple tables. Is it possible to set up an automation so that if I categorize an agent on one table, it will automatically update the category for that agent on any other tables it happens to be on? I am working on an automation to Find records with a matching agent (medical product) and update them. I believe I am stuck on fine tuning the update since it will be dynamic. I can't quite get it to match the category I want it updated to. Can I do this with just 1 automation or do I need to do 2? How should I structure it/them? Thank you for helping. 

I work in a school and manage a process where teachers submit a form after grading tests. This form triggers an automated email to the parents. Currently, if multiple students are submitted in the same form, all their names appear in each email sent out. I want to personalize these emails so that each parent receives only their child’s information.I am considering writing a script that can be triggered by a button. The idea is that when the button is pressed, the records would be split by each student's name, and an automation would then trigger the sending of these personalized emails.Has anyone implemented something similar or have ideas on how to best approach this? I would greatly appreciate examples of scripts or advice on setting up these automations effectively.Thank you in advance!

I have a base where I want to track how Contacts engage with Events (dozens of them). I have one single-select status field per Event on the Contact record and would ideally like to use those fields to programmatically link the two records.For instance:Contact James Doe has the status "Invited" in the field "Conference 2024" (which corresponds to the Event record Conference 2024). In that case, I want to automatically link Conference 2024 in the "Events invited to" linked records field on James Doe's record (appending it to any existing records there).I know I could set this up for every single event individually with automations, but I would like to avoid doing this dozens of times for dozens of different event

Hello! I'm hoping someone here is great with automations/scripting/something to help. I'm trying to run an automation every Sunday to randomize work tasks for my team and then send an email or Teams message. I want it to refresh the randomization when this runs at it's scheduled time. I have 6 members, and already have their off days input. The Airtable randomize values extension works for what I'm wanting (and avoids the cells that are already filled with "Off"), but I can't run it on an automation and honestly, I don't know enough about JavaScript to change the code. Their code requires inputs from the extension panel with the min/max bounds (mine would be set to 1,1, which is how it avoids the "Off" cells) AND the specific field to update. Here are my data references:Automation should run every Sunday at 3am (before anyone is logged in.. the time is somewhat arbitrary)Randomize each task excluding "Off"6 member

Hi community, I have set up a trigger that loads a record and passes on linked records values to a script supposed to order those by date from earliest to latest. I'm struggling to get this to work, can anyone advise? Thanks!const inputConfig = input.config() const linkedRecords = inputConfig.linkedRecords linkedRecords.sort(function(a,b) { var c= new Date(a.date).getTime(); var d= new Date(b.name).getTime(); return c-d; }) output.set("linkedRecords", linkedRecords) 

Hello, I am stuck.I have a table that I upload a csv from my databaseThe table has records (all records have a unique GuestID) that are either the parent record (field name GuestAccountOwner is equal to true)Or a child account where GuestAccountOwner is equal to false and GuestAccountID is equal to the GuestID of the parent record.I am trying to output in a new table on one record for each parent, but combining data from both parent and child. So the record would have the ParentName, Parent Email, ParentPhone but on the same record there would be Child1Name, Child1DOB, Child2Name, Child2DOB. Based on the DOB of each child there would also be a Child1BirthMonth and Child1BirthYear, etc for each child as well.Basically the automation has to go through and find the parent records, count the chidren and put it all on one line, I can either have all the fields ready with that naming convention or it can be added on the fly.Is this possible?

Hi there!Hope everyone is doing great! Remind to drink water 🙂 I'm working on a project to connect two different users (not the same table).I want to set up an automation to match records by using two records, geographical area and interests.Let's first try by doing matches with one field.I have two different users :Our client : they want to meet people from France, USA, Italy, Brasil (for example).Our Partners : usually from one country.Both of the country fields have same naming convention and are both a Multiple Select.I have created a specific table "Matching Table". On an interface which is a little CRM for our clients, I created a button to create a record on the Matching Table.Once the record created in the matching Table (here is the automation I try to create) I want to add Partners records (Link to DB Partners) to the record created for the client.The problem is that the matching doesn

I have a form for inputting contact and basic account information for new sales (form 1) - when the form is submitted, it sends a survey that the customer needs to fill out (form 2).Depending on one of the fields from form 1, form 2 can be one of five different form views (specific questions and information are pertinent to specific account types).I currently have a nested IF function and hardcoded URLs for the five different forms - is there a way to make this connection dynamic instead?  Concern would be something like, if a sixth account type was created it breaks the workflow.

Hey everyone!I'm new to this and need some help. I have a list of client details that include two attachments: a price list and a software update list. These attachments are used in automated emails. Periodically, I need to update these attachments with the latest versions.I've tried two methods:1. Linked records: I created a second table with the attachments linked to the client list. However, I'm having trouble getting the attachments to appear in the client list.2. Update record automation: My understanding is that I need to first find the relevant records and then run a repeating group to update them. However, I'm facing two challenges here. First, it seems to only find up to 100 records, but our list is much larger. Second, I'm struggling to get the automation to work smoothly.Has anyone encountered a similar situation and found a solution? Any advice would be greatly appreciated!

Are empty record fields counted as 'Unique' in the Unique total number? I expect not, but just checking.

I may be going the wrong way around this. I am trying to send records from one table to another as a group of linked records. There are two condition groups for creating two linked records each time the automation is triggered.Condition 1 is:Farm contains "Ahoaho"Status is "Sales"Sales Summary (Linked Record) is EmptyCondition 2 is:Farm contains "Ahoaho"Status is "Sales"Sales Summary (Linked Record) is EmptyI would like to be able to further group these by "like dates," so that stocktake records from different dates don't get linked to the same Sales Summary record.My first approach was to attempt creating a repeating group based on unique instances of "stocktake date," however the repeating group fu

This automation has brought me to my knees, please help.I'm trying to create a google calendar event for a session booked from a start time to end time. The automation fails because it's unable to parse datetime: " "This is my flow:1. I enter the date and time in text format (Text date)- 3 April, 2024 at 17:002. Then convert the above to date format using Datetime parse formula - 4/3/2024 17:00(formula - DATETIME_PARSE({Text date},'D MMM YYYY at HH:mm') 3. Then I convert this to ISO format using Datetime formula - 2024-04-03 17:00:00.000(formula - DATETIME_FORMAT({parsed and formatted date},"YYYY-MM-DD HH:mm:ss.SSS") What i get in step 3 is what is entered as start time in the automation. Similarly the end time is calculated using three steps. 

Hey all.I'm looking to automate a task based on # of projects included in a record.The above is a listing of test courses.  The are marked for the trigger conditions, and should be the only records that are created into the Project Production Table. I'd had a simple automation that did this perfectly.  However, I'm needing it modified to where it will now create new records based on the # of projects in that field:Here's the automation setup: