Automations

EDIT: I was able to solve my issue. My field configuration for linked records wasn't set up correctly. I think I just needed fresh eyes on it the next day.I am trying to create the following automation:Trigger: If a check box is selected on Table 1, thenAction: Send emailAction: Create a record on Table 2 using selected fields from Table 1Action: Uncheck the box from the initial trigger on Table 1When I run the automation on a record in testing, everything works perfectly, both when testing the individual parts as well as the automation as a whole, but after making it live and trying to trigger it, only the emails get sent and the next two actions are not completed. Any thoughts on what I could be doing wrong?

I have a Typeform question with multi select options. Right now, when the Typeform is filled out, the answers are sent through Zapier and then through to Airtable. Airtable will group the multi select answers into one field. For example for "do you identify as any of the following?" it will group "WomanBlack" together instead of as separate fields in the same Airtable cell ("woman" "black") - Can someone advise? Also how do I have the "Other" and typed answer populate into a different cell?

Im using the Maps extension and have that working properly. All my records plot nicely. The map marker pin/icon is somewhat adjustable in color, size, etc.Can I have the maker display a record number, instead of just a generic colored pin?I know that I can hover/click on the pin for data. But Id like to print the entire map on a plotter, and be able to identify each pin, from that static print. So, instead of just a colored pin, id like the field number to show as the pin on the map. 

I am working on a database with info taken from an old access database. There are five Tables.Every one of them has a number assocated with a record along with a name or description. ExampleContacts: Contact ID, First Name, Last NameCollege: College ID, College NameProducts: Product ID, DescriptionOn the Contacts table I created a new forumula field that joins the Contact ID, First and Last Names to make Field "Name | Contact ID"This method was followed for the other tables.When I want to link the contact to the college on the Contacts Table, I have the original College ID field (that came from Access) but I want to link the "College ID | School Name". So, I can see the original College ID and I have to type for what / search for the number and automatically have it populate with the correct school I want to write a script or something or an automation that looks that the data in the College ID column and goes

I want to build an automation in Airtable where the user creating the record, will have their domain auto-populated based on the separate table in which each person has their own domain defined.For example, if John is creating the record and the John domain is IT defined in a separate table, when the record is created from John, the domain field is auto-populated.  

Hi,I'm trying to automatically update a linked field with the data that auto populates in the "Auto" number field when a new record/line is created. I can get the data to return but it's all in one field.  I tried to use the "Update Record" option but continued to get errors Thank you 

Not sure if this belongs in automations or airtable.I want to create an automation which creates a new entry in a separate spreadsheet which is being used to track spend for inventory in my business.Ideally it creates a new entry, one for each week.When a new item is added to the main buying spreadsheet, the cost of that is taken by the automation and added onto the spend for that week. Even better if it can take it away from the spend if a refund/return is taking place.Is this possible? Sounds quite simple. If anyone can give me some advice where to start to build this, I would greatly appreciate it.

I'm generating Google docs using the automation. In the text of the doc, I'm inserting data from a "link" field. The link field text is getting inserted, but just as text, not as a live link. Any tips on how to make them insert as live links?See the attached pic - the red circled "link" appears as text, not a live link. Below it, the help email address appears as a live link because it's in the text of the email, whereas the Zoom link is coming from a database field. (We have 40 classes, they each have their own Zoom link.) Thank you!

I am looking for a script to assign to a button field.When a user clicks the button I would like for their username to be filled in the "Assigned To:" field. Is something like this possible?

Hello!I am hoping someone might be able to help. I have a PROJECTS table and a STAFF table, and a link between them to see all the projects that are assigned to each staff member. Once a week, projects that are completed are archived and removed from our list. However, the archived records in my linked record field on my STAFF table are still showing up. I tried to fix this by adding a Conditional Rollup Field to remove archived projects, and then linking back those Projects in a separate linked record field, but two things are happening.1. The automation linking the Rollup Field to the Linked Project Field is giving me an "insufficient permissions" error message. Trigger is when the Rollup Field is updated. I have full permissions as the creator, both tables are in the same base, and both fields are "editors and up". Also, i am able to manually copy/paste. So it should work, no?2. When I get this automation linking correctly, will it even successfully UN-link t

I have a automation that I have set to email people their response to a form I have and the date and time that gets sent out through the automation is the wrong time zone, the time zone on the form itself is correct so I'm not sure why the automation is changing the time zone? when its pulling the information from the form

Hello smart friends 🙂I've got a base I'm building to track companies within a community with their contact info and other demographic data listed.I'm pulling data from two different sources into the base (displayed as one primary table and 14 other segmented sublist tables) and need to incorporate the data in the following way:- The primary / working list that has the entire list of companies in it needs to have the ability to be segmented by "affinity" tags- The data to determine those tags is in each of the segmented lists, each of which has a handful of entries from the primary list but sorted by a particular affinity, i.e. "black-owned" or "women-owned"- And since some companies will have multiple affinities, i.e. being both "black-owned" and "women-owned", the tag column needs to be able to account for multiple entries coming potentially from each of the indiviual segmented sublists. I can see a way to link a reco

Hello!I am wondering if this might be just an Airtable "bug" or if anyone else experiences this issue.I have a notification system set up through automations. On my data table, I have a formula that will make a list of everyone who needs to be slacked/emailed from the team. Those names are then updated into a User field via an automation. This portion all works perfectly. The problem happens sporadically, some team members will receive the notifications just fine, but others on the list won't receive anything at times. The Automation has no failures and even lists the correct users as recipients. I've had everyone check their slack accounts to make sure Airtable is integrated correctly, and it definitely is because they receive other notifications just fine. Anyone out there with the same mysterious issue?

Whatever I do, I can't pass date from our CRM or Make to an date field in Airtable with the same error as per screenshot. Please help

Hi. We're using the Teams integration to send notices from AT when something happens (new email meeting a criteria, new client opened, etc.).The messages come through to Teams but are never bolded in the channels list and we don't get notifications. (Notifications work fine for all else.) We've reinstalled, re-linked, emptied the cache, everything.Is this a Teams problem?

New Airtable user here! not quite sure If I am out of my element, but I am looking to streamline a work operation to where our intake team receives a vehicle, and records are created for them to validate all of the parts from the vehicle, efficiently as possibleI need a user to login to a "form" with 6 steps:Drop down- 6 optionsnumbertexttexttextbased on the dropdown option, this creates records in a new table based on records in an existing "template table" (6 tables for each option) and concatenates the input number with a defined field from the existing records. also auto populate fields in the new table with the number and 3 text fieldsThis notifies user 2user 2 logs in to access only the new table, that is displayed as a form view for each record- they need to validate vehicle parts Ideally, they can upload a picture as one of the fields as wellWhen they finish, t

I am looking at the template "Project Management" Template which has some good wireframes for my next project.Let's say under "Mars Explorer," / "Design 3D Model" as shown below if I change the status to "In Progress," and my start date is a bit earlier, let's say 12/25/2023. When I make that selection and change the start date, the deadline will also change because the duration is set to 2 days. So far, so good.Now, the next task in line "Develop interactive...." (the above item is its "Predecessor") will not have its start date moved by two dates (I am expecting the date to move to 12/27/2023). Is there a way to accomplish this for all Tasks whose Status is not "Done"?

This doesn't seem difficult in theory, but I can't figure out a way to make it happen with automations.Situation: In my Training Feedback table, I have a lookup field "Trainer (from Training Taken)" (a lookup from the Master Training List table), from which I need to copy over the field values to the linked record field "Trainer" (linked to the Trainers table), so I can associate trainer feedback data directly with the trainer(s) in other places in my base. The problem is when there are multiple trainers (i.e. multiple values in the lookup field). When attempting a simple transfer of field values to the linked record field using an Update Record automation, the automation fails for multiple trainers. I tried a repeating list automation to Update Record for each trainer in the list of "Trainer (from Training Taken)", but that results in only the final value in the list of trainers being added to the linked record "Trainer" field, since the automation overwrites the value each

I have an automation that is using a script I found on the message boards to format numeric values to currency. It works great. I pull the value from the script into the body of an email automation. However, when there is no value in the field I am using instead of showing nothing in the body of the email it shows 0.00Below is the script being used. If amount to send in USD for Email is blank how can I suppress the 0.00 from showing in the variable placeholder in the body of the email?  let inputValues = input.config();let currency = inputValues.currency;//define function to convert numbers to currencies for&nbs

Hi All! So I have set up an automation that adds a tag to my "Status" column (which is a multiple select column) when a certain checkbox is ticked as true. The automation seems to run fine, BUT, it replaces any previous tags in the "Status" column that were there beforehand. Is there a way to prevent the new tag from replacing the previous tag and just adding a new one? I did do some research and it looks like in previous versions of Airtable, one could select "Append" in the action section of the automation set up, but that doesnt seem to be an option now? Anyone got any pointers for me please? x

Hey all, I currently have the pro plan and therefore have the limitation of 5000 unique email adresses per day for the “send email” automation. What would happen on a given day if I exceed this limit? Would it just fail until the next 24h period starts and therefore all the automation triggered above that limit will just fail? Would it go beyond the limit and let you off the hook with a warning? Would it start to eat your monthly limit (5000*31) until you reach it? Thanks in advance for your reply. Sincerely, Timo

Hi all,I'm working on moving my team's operations over to Airtable, and I'm trying to find a way to automatically compare records in different tables at the end of the month.  I'm pretty sure I'll need to use scripting, but I'm wondering if there's a no-code or low-code way to do this instead of fumbling my way through javascript with chatGPT. The use case is:I have a base (LIST1) that is a list of sites we operate at every month, and another base (LIST2) that is a junction table documenting our activities (joining other bases of staff, vehicles, sites, equipment, etc).  I'm trying to set up an automation that fires at the end of every month to see if there are any sites we didn't visit that month and if so add those to a third base (LIST3) as a new record for each 'missed' site. The plan is toFind all records from LIST1 that have the inspection interval "monthly" - I CAN DO THIS I CAN DO THIS - Find

Hi,I would like to double check some variables and values I've used across automations. Is there a way to search through all automations?Rgds,Björn

Hi, I have an item status field the contains the values active, expired, and delete. in addition, I have another calculated field that contains the expiration date of the item. I want to set an automation that will run daily and change item status to expired when expiration_date < today(). I tried using the attached automation but it didnt change the status as I expected. 

Hi! I have a large existing google sheets I am trying to organize into Airtable. I own an events agency that books out talent for hundreds of events each month. This is a living document that is updated every day by people who fill out our form to book - this was a google form that dropped down into a google doc, but Airtable seems much more user friendly. I want the rows to automatically drop into date & event start time order with an AM/PM format. My current information has the date, start time & end time in separate columns but the Airtable automation has date/time within one field. Is there a way to merge this so my existing data can format without me having to re-input hundreds of upcoming events into a new spreadsheet? Screenshots of my Google Sheets spreadsheet & how it imported into Airtable. Thanks!