Automations

When entering a new record in a grid view in airtable.I want to start an automation that will create a new grid view with some specific filters.Practical exampleI have a franchise. And when I register a new franchisee, it will automatically create a grid view, with some specific filters. Then I'm going to share the visualization of this grid view with this franchise.look the videohttps://www.loom.com/share/3cfbea4199d0488a89500344a4f98acb

Tena Koutou! I got momentarily excited by the received webhook trigger in automations (old news I know, just got round to it seeming like a time saver!) only to learn that there is limited access to nested data within the json payload… I’m sending a payload via webhook from Typeform => Airtable. Works great. I just can’t access the nested data I need. super frustrating. Seems like a fairly standard issue feature to be able to access nested data within a JSON object. Has there been any update to this? Anyone have any work arounds that dont involve third parties? I’m happy proxying the webhook through vercel serveless function but just seemed like a quick win to manage it in airtable. Any advice hugely appreciated! Luke

I've seen a few posts about using Stripe but we're hoping to use Square.The form is for a paid event and needs to collect a little bit of information before taking a payment to accept the booking.Again, I'm aware some folks have achieved this with Stripe and Zapier, Make or Fillout. I'm wondering if anyone's used Square?I want to really reduce friction here and make it as simple as possible, and I want to embed it into my website. So I'm essentially creating a checkout process. Can anyone help? Even just as a recommendation as to which of the automation tools would be the best bet here would be useful.

Hello,I have a table called "applications" containing all the information of students who have applied for a grant. As part of the grant requirements, I'm requesting students to submit a final report. To facilitate this process, I'm using Fillout to populate a new table called "reports." One of the advantages of Fillout is its ability to edit form submissions, among other features not available in Airtable.Now, my question is regarding the setup of the "reports" table. I plan to use the students' emails as the primary field in the "reports" table. Since the same emails will already exist in the "applications" table, I want to link these primary fields to the corresponding emails in the "applications" table. This way, I can easily access and view all the information related to each student in one place.Is it possible to achieve this using an automation? Any suggestions or guidance on how to accomplish this would be greatly appreciated.Thank you.

Hello, I'm looking for a WordPress plugin that would allow this: For each new entry in an Airtable table, retrieve the images and text and insert them into a defined WordPress page (always the same, it would be to create an image and text library...)thank you.

I expect this is beyond what Airtable / 3rd party automations can do but if achievable this would be an absolute game changer for me. I would like to create three fields. Field 1 (Single Line Text) / Field 2 (Attachment) / Field 3 (Attachment).In Field 1 - I enter the name of an employee. In Filed 2 - I attach a multipage pdf. Then in Field 3 - I get the multipage pdf with the individuals name across it as a watermark.I've tried programs Zapier, CraftMyPDF, pypdf but hitting hurdles throughout. Any ideas are enormously welcome.     

So full disclosure I do not have a ton of experience scripting, but I have built quite a bit of stuff in office script with the assistance of chatgpt and a lot of follow-up questions/research to understand what CGPT did and why it did or did not work.Did the same here trying for my first scripting automation but I am kind of stuck on an issue early in the script. The intent is that whenever a record is created or updated, the script should grab ALL records in the table that have the same values in two fields as the new/updated record. IE if a record with training type "CPR" and employee "Steve" (both are linked record fields to other tables) is created or updated, then the script should retrieve ALL records in the table that have CPR and Steve in the respective fields. It should then look through those found matching records and find the one that has the maximum (most recent) date in the date field, and checkmark that record. If another record previously had the checkmark, that checkma

I have a Table, called Production Sheet, and each production "day" links to a master Batch sheet for that week. There can be many production days pulling from a single Batch Sheet in another table. I can link to the batch sheet just fine. What I would like to do is have the batch sheet show all of the linked production days, which would be separate entries in each of the production days. I thought this would be simple by running an automation, when a batch sheet is linked on the production sheet, by finding the batch sheet that matches that date, and adding that production sheet date to a field in the batch sheet. Of course, this would need to concurrently add to that field and not erase it, as multiple records would be added daily throughout the week. 

Hi all,I have created an automation which takes an action based on whether a value (a list of dates, via a lookup field) contains today's date (via a formula field). Both are formatted to only include date and not time. However the action is not working because the value returned for the first step is [object Object], rather than an actual value (the list of dates). Any ideas? Thanks!

Hello community!As a "young" Airtable user, I'm stuck on a problem that's probably very simple, but I just can't seem to solve it!I have two tables: TODO and USER for an onboarding process.When I add a new user to the USER table, I want all the tasks in the TODO table to be associated with that user.Can you help me?Thank you in advanceThierry__________________________________________________Bonjour la communauté !"Jeune" utilisateur de Airtable, je bloque sur une problématique probablement très simple mais je n'y arrive pas !J'ai deux tables : TODO et USER pour un processus d'onboarding Je souhaite que lorsque j'ajoute un nouvel utilisateur dans la table USER toutes les tâches de la table TODO lui soient associées.Pouvez vous me guider ?Merci par avance à tous et toutesThierry___________________________________________________ 

Hey I am stuck with the automation of "update records", and this is where I am:1. I have a table named "master project" (primary field) and in each row, consists of 7 sub-projects under the same master project. All 7 projects shared the same status on 4 variables, while each also have different status on 5 variables  2.  I need to break each of the 7 sub-projects into individual row so that I can run calculation based on each row. For this purpose, I have created another table with "Projects" being my primary field. And to continue build on new projects when i have more master projects input from table 1 (above point), I have use "create a record" automation to pipe in full information of each project3. My challenge is, I need to create an automation that, if any update is detected on (1), it should also automate my second sheet (2). But now because I have broken down 1 master project / record in table 1 into 7 rows in table 2, seems like the software is having diff

Hi Team,I've one particular requirement that if  I can replicate records from one base to another, especially when these bases are located in different accounts.  I'm aware of Airtable's robust automation features and wonder if there's a solution or workaround for achieving cross- airtable account automation. In simple words, I'm interested in a process where, when data enters into one base automatically adds that same record to a corresponding base in a different Airtable account.

Hello,I have an automation that updates the Invoice Table paid column with a checkmark when we receive a Payment in the Payments Table with a matching invoice number. We now have noticed that clients may pay the invoice twice. To document this, I wanted to have a linked column (to my payment table) in my Invoice table that links the matching payment. My automation currently updates the invoice base and will populate the 1 linked record, however if a 2nd charge comes, it replaces the record. I know it is possible to link multiple records in one field (and use rollup function) as I have done this before, but I am struggling with the automation populating both linked records and keeping them. Any solutions? Thanks!

Hello, as of this morning, any PDFs that I attach via the Make integration will no longer open in a preview window, but instead tries to download a file without an extension.  This Make scenario has been running for months without issue, with hundreds of PDFs attached in the manner per day - all being able to open up in Airtable without an issue.  But as of this morning, nothing added today will open properly.  Any attachments added yesterday still open fine.  Any ideas what is happening here?Edit - apparently this is only happening on this specific Base.  If I run a Make scenario to add an attachment to a different Base - it attaches fine and opens normally.  But then if I change it to attach to my primary Base, the same download issue occurs.  I need to get it back to working normally on this primary Base.  This is what I have determined so far:1.  Only is affecting my primary base2. If I manually attached a PDF via airtable, it opens

New to AirtTable automation and surprised this hasn't been asked before, but I couldn't find anything in docs or here. I've got a repeating group set up using List of Records as the Input list. The list of records is only 8 rows long.For each record, I want to run a script. In that script I want to access one of the values from the record currently being iterated over. I was hoping this was passed through `input.config()`, but dumping that reveals only what I manually add as an Input variable.I had this in the script itself, using `selectRecordsAsync` and iterating over each record. However, the operation exceeded the 30second limit, so I thought a repeating group would be better.  thanks

Hello y’all! I’m trying to run an automation on multiple linked records from one record, but it doesn’t work because the action expects one record id. Do you know a way to achieve this? My scenario is this: I have an invoice linked to multiple purchase records from another table I want to fill in a delivered date field on the invoice record and fill the purchase records dates using the automation. Why not use a lookup field? Because sometimes there are partial deliveries or the products are damaged and returned. These would be manually corrected then. All the best!

Hi, I am trying to automate the process of creating available timeslot (15mins duration) for clients to book in appointments via an online form on Airtable. Could someone help out with a script that I can use to automate creating timeslot records for example, from 8:30am to 4:00pm between 4 September to 8 September?Thank you!Currently, I have set up the record manually like screenshot below. 

Is there a way to fetch just one record or take the first/last one from the returned list? In table A I have a record with an email. In table B, I also have records with their emails. I need to update A record with B attributes but they come from different sources and are not associated - they just have the same emails.

I'm working on an automation that is triggered when a record is created.Here's how it works:I have a Fillout academy registration form with the action create a record on Airtable in the Sourcing table;When the user submits the form, a record is created in the Sourcing table and triggers the automation to perform the following actions:- Retrieve and check if the selected course exists;- Check whether a learner or candidate already exists, using the email address as the unique field in the Learner table;- If the candidate exists, we check if he/she has an existing sourcing, taking the existing candidate and the training course as parameters;- If the sourcing doesn't exist, I proceed with the relationship between the existing candidate and the course (thus updating the newly created sourcing by attaching the existing candidate);- If the candidate does not exist, I create the candidate in the Learner table and link it to the sourcing created in the Sourcing table;- If the candidate exists

Hello! I work for an event facility and we are trying to automate our calendar with a submission form. The idea is that when a new form is submitted with an event name, date and time that it will be automatically added to Google calendar. With the current automation, it syncs the date with google calendar, but defaults to 12pm for the time for everything submitted. Does anyone have a suggestion on how to make this work? Thanks! Jamie

Hello the community,I am building a platform that includes:- 1 [Partenaires] : they are shops who issue a commercial offer- 2 [CSE] : they are companies who contribute to the commercial offer and offer an additional amount to their employees, their employees' invitees and their employees' family (these are 3 categories of beneficiary). The amount of the contribution will vary based on a beneficiary category.- 3 [Salarié] : they are employees who can benefit from either a commercial offer, or an exclusive offer if their company contributes on the given offer.I want to created a table where I will calculate the amount due by the employee, based on a) his Employee ID (and the company attached), b) the Commercial offer chosen and c) the beneficiary (the employee himself, an invitee or a family member).For a chosen Commercial offer, and given the company the employee is linked to, I need to know if there is a contribution from its company. That would be quite easy if there was only one cont

I've made a Record Template that creates multiple records. I want to write a script that runs this a bunch of times and fills in some of the fields based on a form submission. I can't find any way to access and run a record template from a script. Any help or other ideas would be greatly appreciated. If I can't figure this out I guess I'll just script the whole process and skip using the record template but I'm not proficient in scripting yet so I'll need to learn a lot to do this.

I am sending an email automation with a grid of records included in the body of the email. The grid of records includes the time zone UTC in the field. I dont want this included.I have included the formatting settings of the start and end date fieldsIs there anyway to turn this off? Thanks!

Hi there,Is it possible to use Automations to create calendar events for Outlook which hide the attendee list? I can create events fine using my fields, but the attendee list is shared in full.

Dear Community,I hope someone can help me with the following issue...I have an automation sending out an email for a record ("shipment" table) with attachments. The attachment(s) come by lookup from my "inventory" table. Now, as some inventory items may have the same attachment (eg. an invoice covering several inventory items/lines) I consequently get several same attachments pulled to the "shipment". How can I tell airtable or my automation to ignore files with same filename when sending out email for a record ("shipment" table) with attachments. It's hard to explain, but I hope someone will see my issue. 🙂 Kai