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  • 5,191 Topics
  • 16,174 Replies
5191 Topics
JBFriedman
JBFriedmanParticipating Frequently
asked in Automations
How to Use and Automation to Update Linked Fields Without Overwriting Existing Data?

I’m building a database for products that sell on multiple marketplaces (Etsy, Creative Market, and my own website). I have one table for the products and another for the marketplaces. I have URL fields for inputting direct links to product listings (separate fields for each marketplace), and fields for linking the products to the marketplaces they’re listed on.Currently, I have to manually add both the URL and link to the related marketplace, but I’d love to create an automation that updates the marketplace link to include all marketplaces for which the URL field isn’t empty. For example, if a product has only an Etsy URL, it should only link to the Etsy marketplace record. If it has both an Etsy URL and a Creative Market URL, it should link to the marketplace records for both. I was able to successfully create an automation that linked to a single marketplace based on a single URL, but when I tried to update it so that it would also link to a second or third marketplace when addition

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JBFriedman
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MondaysNew Participant
asked in Automations
Timeline Sub Grouping

I have a project with a start date, end date, completion date. I want to put the start-end dates on a timeline in one colour and then as an extension from the end date to the completion date if the project over runs.As well as that I want to be able to assign tasks to that timeline linked to the project underneath it on the fly. For each task I have Collection Date/Start Date/Expected Completion Date/Completion Date/Delivery Date. Similar to the task above I want to be able to set the start and expected completion date in conjunction with the project timeline so it cannot be set outside the projects start/end time. I then want extensions before and after the tasks start and expected completion date for collection and delivery date and between expected completion date and delivery date a part for completion date.Above is what I mean. Collection and delivery do not matter to the project but the task itself does. If this is possible let me know how. Colours aren’t necessary it’s just for

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TheTimeSavingCo
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AyikiNew Participant
asked in Automations
mapping airtable form upload to to a record

Assuming you as a coach have several students and you need each student to upload his or her credentials, and you know we have a table of students. My questionIs there a way to make sure every upload by a student goes directly to the attachment column of the student record that made the upload. Do note that we are using the same form url for all students

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Mike_AutomaticN
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INCOSEILNew Participant
asked in Automations
Bulk upload of PNG files in to Aritable based on a local PC address

Hi There,I have a list of PNG photos in Airtable.for example:D:\Files\QRCodes\2100.PNGD:\Files\QRCodes\2101.PNGD:\Files\QRCodes\2102.PNGD:\Files\QRCodes\2103.PNGD:\Files\QRCodes\2104.PNGand I have an ajoint attachment fiels.How can I tell Airtable to upload one PNG to the attachment fiels based on the addess in my local PC?  

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thelusInspiring
asked in Automations
Backup action when automation fails?

I’m using the Outlook Email action to send my emails, because (1) my org uses Outlook, and (2) normal Send Email automations get caught by the spam filter of various Outlook distribution emails that are the recipients of certain automations.In the last month, there have been two different instances of the Microsoft API being down, causing my Outlook Email-based notifications to fail to send. But these emails are sending essential information, and I’d like to be able to do something else (send a Slack, or use the standard Send Email action) if the automation failed. Is there anything in either automations or the various APIs that would support this?

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TheTimeSavingCo
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hakdh93New Participant
asked in Automations
Automation cannot toggle on

Hello everyone,I've built an automation to update records in Airtable whenever a new row is added to a Google Sheet. I've run all the tests I can think of, but I'm unable to toggle the automation on.What's strange is that it works perfectly when I run it manually. I've also confirmed that the connection between my Airtable and Google Sheets accounts is solid, as I have another automation that successfully creates new rows in Google Sheets from Airtable updates. It just doesn't seem to want to work the other way around.Could anyone help me troubleshoot this? Thank you.  

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TheTimeSavingCo
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Cj_ColemanNew Participant
asked in Automations
Form set up

Hello all. having some trouble. I set up a form with multiple choice questionnaire where each choice has a unique score where the total some based on the answers gives a range where it will determine the reediness of an organization, we are consulting. The scores are then set up to our dashboard where we can determine what path to pursue for their consultation. it seems like I can get the scores to be set up correctly within the form and could use some serious help!  

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TheTimeSavingCo
darioschiraldi99
darioschiraldi99New Participant
asked in Automations
Dario Schiraldi : How can I automate workflows using Airtable’s automation features?

Hi everyone,I’m Dario Schiraldi, looking to automate some workflows using Airtable’s automation features but I’m not sure where to start. Could you please share your tips, best practices, or examples of how you’ve successfully set up automations?Any advice on triggers, actions, or common pitfalls to avoid would be greatly appreciated!Thanks in advance!RegardsDario Schiraldi

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ScottWorld
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StickleinNew Participant
asked in Automations
Multiple Values in Automation Condition "does not contain"

Hi everyone,I’m building my own CRM and want to filter for e-mail domains and create company records based on it. But I do not want to create company records for typical free e-mail-providers like gmx, web or gmail. That’s why I want to filter before running the automation. Can I input more than 1 value into the conditioning “does not contain”? And if so, how? I tried putting a comma inbetween the options but that did not work. And I do not want to setup a condition per domain that should not be included.Thanks for your help!RegardsJonas 

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CTOldsmobileNew Participant
asked in Automations
Date Linking

I have a single table with 2 varying date formats, one that is in date format (i.e. 6/30/2025) and another one with single select (i.e. 2025). I’m trying to figure out a way to link the two together, that way when I update the actual date, the year updates accordingly. A lot of times we have multiple people working on the same table, and they update the date column, but not the year. Simplifying this to where the year updates automatically would allow us to keep things consistent. Any help would be greatly appreciated! 

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E_KKnown Participant
asked in Automations
Repeating Automation Send email

I am trying to create an automation that will send a personalized email to a list of recipients. I have a record that triggers automation when matches conditions.I have several records linked to one field of the triggering record that link to the recipients table, where email addresses are stored.I use Find Records to obtain a list of names and email addresses from a linked records.I want to iterate sending Gmail to each of the addresses individually, addressing the person by name and sending the message only to one person at a time.If that is possible, how do I use the input source data in the To: field and in the email body to address one single person - not the list of them at once.If I do not use Find Records to create the input list, then I can only use ID and Name from the linked records and can not pull out their emails from the table where those recipient names, emails and other data are stored, leaving me with useless set of IDs and names only. Thank you in advance for any tho

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MondaysNew Participant
asked in Automations
How to count how many X has been used in total?

I want to be able to count the total amount of times all “jobs” has had all “job type”. Example: Job - “Contact Customer” is Job Type - “Enquiring”. If we get a hit the type will change from “enquiring” to “prototype” however I want to log that is was an enquiry permanently and count how many total “enquiring” we have had. Then I will be able to track on a graph how many “enquiring” has converted into sales or failures. ​Here are my two linked tables. I have set up previously a counter to +1 every time the record “enquiring” had updated however my problem lies with when the job changed type it will still +1 on removal also. Basically I want “If records is added, +1 to total” thanks for any help in advance

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TheTimeSavingCo
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AI.rtableNew Participant
asked in Automations
Airtable Error 429

Hi, I'm receiving an Airtable Error 429 in Make, even though it's fully OAuthorized and verified. It relates (I believe) to high API usage.I stopped using the Airtable, which should have reset the API traffic; however, the issue is persisting even when I’m not using the Airtable.The issue isn’t on Make’s side, I isolated the error by connecting another Airtable (which worked fine) and then tried connecting the Airtable that isn’t working to my account, and it didn’t work.

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ScottWorld
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Casey_ReidParticipating Frequently
asked in Automations
Repeating Automation Input Values

I'm trying to setup an automation that sends out reminder emails to a bunch of people. I'm wanting to customize the email to pull information, such as their name and email address, into the automation. However, when I try to input the dynamic data into the email that will be sent out, the only option I have showing up in my "insert values from field" are ID and the primary field in the table. Whereas with most dynamic setups, I'm able to pull data from any field in the table. Why are the other fields not available? Is there a workaround for this? Please see attached screen shots for reference.

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0800-grizzlyKnown Participant
posted in Automations
How can I use automation with Linked Records as a Dynamic condition in a Find Record step?

Hi,This question is a detail out from another question (here: https://community.airtable.com/t5/automations/dynamically-scalable-email-content-by-quot-tag-quot-instead-of/m-p/202260#M19754), for reference.I’m trying to abstractify our CRM’s mail setup using an automation with Find Record steps with Dynamic variables. One variable I need to use is “Tag” that links contacts to an area of interest (nature, sports, food, etc). Since I use the Tag classification in many places throughout the base (currently 8 tables), I have made it into a Linked Record instead of a separate Single Select for each table. Yes, I know that if I'd use Single Selects this would work without issues :).The problem is I can’t figure out how to use a Linked Record as a Dynamic condition in a Find Record step. I’d like to search exactly so I choose Tag “is exactly” from the Dynamic conditions. Then I only find a “Make a new list of” option, under which I can choose the tag (“nature” in this pic).Testing this setup y

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ileads
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jul14nm0r3n0New Participant
posted in Automations
How to send an email for each record found in Airtable Automations using Outlook

I am trying to set up an automation that:1. Runs every Wednesday at 11:15 AM.2. Find records based on the “Abc” view.3. If records are found, send one email per record using Outlook.How do I get one email per record to be sent using Outlook?

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anneboccInspiring
asked in Automations
Script in automation to create new linked records?

Hello, I’ve got a Bookkeeping Airtable Base and have created a record review interface for the user to review new records, created with transaction info pulled from their banks. They’ve got to make sure they categorize the transaction and that it has something written into the Vendor field, then they hit the “save” button, which I created to run an automation that updates some things behind the scenes, crucially, pasting the value of a formula field (that adds up the Vendor field plus the transaction year) into a linked field called Merchant, and then marking that record as “reviewed.”So far it’s been going wonderfully, but I ran into an issue when a user told me they hit “save” but nothing happened, and going in I realized that the automation only works when there is already a record in the linked Merchants tab with the correct Vendor+year combo. If this transaction is from a brand new vendor, the automation doesn’t work, because – as I learned by checking out the Airtable Community p

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DisraeliGears01
HostalJoseMaria
HostalJoseMariaNew Participant
asked in Automations
"new Date" function in Script Automation stop working.

 console.log( new Date());console.log( new Date('2025-06-26'));both lines output nothing. 

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Mike_AutomaticN
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Ella11Inspiring
posted in Automations
gmail automation send from different accounts

Hello,my question is very similar to  https://community.airtable.com/t5/automations/invite-colleagues-to-connect-gmail-account/td-p/72428 but there was no solution to this post and I was unable to reply to it.Below is a picture of my automation set up. I would like the automated email to send even if the trigger (which is in an interface) is initiated on another computer ( a colleague's, so they would be part of the work email domain(?)) and would not be logged into my email.Do people trying to use this automation from a different computer need to be logged into my email? Do I need to attach their email to the automation?Thanks in advance for any explanations!  

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Mike_AutomaticN
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Andrea_AbbateNew Participant
posted in Automations
Invite colleagues to connect Gmail account

Hi, I am trying to set up an automation to send emails from multiple email accounts. I am able to add multiple accounts by clicking “manage connected account” and logging into Gmail. But I am wondering if there’s a way to invite colleagues to connect their Gmail accounts? That way, I could select different emails to come from different colleagues’ accounts. Is this possible? Thank you in advance for any insights and help!

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ScottWorld
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C-B_2021Participating Frequently
asked in Automations
Script creates a Calendar time slot which is incorrect by 8 hours.

Hi,I was hoping I might have some help with an Automation please.I’ve been working on an Automation that will allow people to submit job requests via a form, and then have these jobs appear on my calendar for my accountant to reference. The automation works off a number of fields and a script per below:When a form is submitted > Run a ScriptThe script looks at what day it is, and starting at 10:00am in 1h blocks will add jobs to the calendar that day as long as they are before 9:00pm.Jobs falling after 9:00 pm will be pushed to the next business day, and anything on the weekend is pushed to Monday.The script also look for a specific job type (floor plans) so that only they count towards the slot number (10:00-11:00am, 11:00-12:00pm etc).As best I can tell, anything relating to the timezone of the automation and formulas it ties into is set to “Use same time zone for all collaborators” with the zone set to “Australia/Perth”.However, for some reason the first slot always seems to defa

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TheTimeSavingCo
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Delphine_RocherNew Participant
asked in Automations
Renting hours

Hi, I am trying to set up renting hours for a local association and I am looking for the best way to do that.We have some outdoor material that can be rented by the hour. Would you have a smart suggestion for not having to write manualy 8 lines (8hours per day of renting) x 123 days (4 months of the summer) = 984 lines ?After we will see yo integrate that with a google calendar.Thanks

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MilhoanDesign
MilhoanDesignInspiring
asked in Automations
Automate adding records for monthly summarization

Hi Airtable Community, my question is quite long so I have included a Loom video to help describe my problem: Automating Monthly Data Integration in AirtableAny and all help will greatly be appreciated! Thank you! Walker Milhoan

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MilhoanDesign
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cpospisilNew Participant
asked in Automations
How can I auto fill a field when creating new entry into another field?

I currently have a system created to track gear that comes to my warehouse and then leaves.I have different ways in where this gear arrives such as picked up by us, dropped off to warehouse by client, picked up by client from warehouse or returned by us. I have a field for each of those ways. most of the time when it is picked up by us it is also returned by us. I want each entry to automate being returned up by us when i choose picked up by us. Same for the other ones that are paired. What steps do I have to take to make it to where each time I make a new entry that this can be automated? I also do not want it to effect previous entries already made.    

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stevenjo57Participating Frequently
asked in Automations
Google Sheets to Airtable: Create record, but check to make sure matching record doesn't exist

Hello. Thanks for any help regarding this.I have an integration running in Google Sheets where Amex charges are downloaded into a Google sheet, almost realtime.  My goal is to create a connection so that when a record is created in Google Sheets it is copied into an Airtable base. I think it should be just one way from Google Sheets to Airtable.The challenge is that the integration between Amex and Google sheets deletes all existing records and does a full re-creation of ALL the records in the Google Sheet whenever a single row is added.I didn’t realize this when I created a Zapier Zap to create a new record in AirTable every time a record was added to the Google Sheet. Before long I had thousands of Zaps on hold.  For example, in the Google sheet if one new Amex charge is added, for some reason it deletes the 500 existing rows and adds back 501 new rows.  I asked support for that product why they do it, but I’m certain they’ll have their reason. Just haven’t heard back yet.So to make

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dilipborad

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