Automations

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.  

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)

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. 

Hey folks,This is a bit of a doozy so hopefully I can make it make sense. To start with, the enterprise I work for has disabled scripting, and 95% of 3rd party addons, so I am looking for a solution to the problem with built in AT functions that don't require either of those.I have a base that takes in projects from a user. This is done with a form that is available to anyone with the link. The users submitting this form may or may not have air table access. When the form is submitted, the "project" (record) it creates needs to be "reviewed" by multiple departments (trades). Each trade's approver gets an email stating they have a project to review with a link to an interface with the pertinent info for their trade. (the trade approvers DO have AT edit access)Each trade approver has 2 options, to approve the project, or to request more information from the user. If all trades approve an email is sent to the user saying that they are rea

I'd like to create an automation to "tag" each record based on the date it was created. I have a table in the same base (let's call it Table 2) with "Start Date" and "End Date" fields, plus a tag for that date range. So when the new record is created, I'm trying to figure how to take the date/time it was created in Table 1, compare against Table 2, then add the correct tag in Table 1. I'm struggling to figure this out. Any help would be great appreciated.

Hey guys! I am having issues with resyncing projects from a base sync. It's a back and forth sync meaning I sync the projects from base (Project Tracker) to a finishing base (Internal Finishing) that then syncs back to Project tracker with new information. I currently have an automation to relink the projects to a new linked field in the Finishing Information sync to the project that matches the project name in the project single line field (originally linked in in Internal Finishing base), but for some reason it will sometimes link all the projects to it even when there is clearly a matching project name.When I try to convert the Finishing Information Project link from a single text line to a linked field it doesn't recognize the project names and the field is blank (doing this works with Personnel names, but never with projects). Doe

In our workflow, users can be assigned to the same record multiple times. I need a way to track how many times a user was assigned to a record and, ideally, list the record name to which the user was assigned. Is there a way to do it with automation, or is it better to do it with the formula? 

Hi! I’m creating an automations on Balances table. I need to track all the changes in the table. I have a possibility to create an automation when the record is created or updated. But how can I run an automation (to run a script) when the record is deleted? Thank you!

Hello everyone, I have two tables: Pre-production and Production. I was able to make an automation so if I "approve" a project submitted through form to Pre-production table, a new record is created in Production with the same name and info. Now I want to make an automation so if the info in Pre-production table is updated, it will also update the same info in the Production table. But I keep getting an error. What am I doing wrong? 

Hi. I'm creating a base that would be populated by the form. There'll be some fields that will be handled inside the base by paid users. I've created an automation that would send an email to a departement once the status changes. People would get a link to that record so they can change the status but when I tested it, an airtable account that isn't in our workspace doesn't have the ability to access that record. Is there a workaround that would allow people who are not in workspace to interact with  the base through the link generated in the automated email? All we want them to do is to change the status.I'm attaching a few screenshots. What we want is to have the user see the record as in the screenshot named airtable4. Thank you! 

Hello! I'm trying to set up automations so that each time a new form is submitted, an email notification is sent to 4 different email addresses. However, I get this error message: "Cannot email non-collaborators on the current billing plan."The problem is that the email addresses are from my bosses, who are the ones actually paying for the Airtable plan, so I don't understand why they are considered non-collaborators? I appreciate the help on this issue, I'm new to Airtable. Thanks! 

Hi all,I have a problem that feels like it should be simple but is giving me a huge headache, lol. Here are some past questions I found that seem to intersect, but I couldn't seem to find my answer in the replies: 1, 2 I replicated my problem in a sandbox base to try to narrow it down, but I'm still confused. Okay, two tables:1. Classes2. Staff. This is synced from the Data Library, and has the same sharing permissions on as all my other sync-able tables. I have creator permissions in both bases, and I'm the owner of the data set in the library. (I've also tried syncing directly from the base because the library is new to me, bu

Hello, im trying to improve my developer experience with automations in Airtable, have some questions:1. What type of linter is used? I tried eslint and prettier comments to disable linter, but it doesnt work2. What kind of formatter used? I want to change tab to 2 space instead of 4, but it always format with 4.3. What is the best way to have shared code between different Scripts?

Hi there!I have the airtable with employees' timesheets (start & end of shift, hours worked, location) and I want to automate (or by clicking something) the shift summary from a certain day (e.g. today). For example, I want to see the timesheet summary from today and see all the details there - name, start and end of the shift, hours worked, and location. How can I do it in Airtable and send it via telegram messenger or email?Thank you in advance!