Automations

I believe this is an automation question, but would be happy to learn any solutions!We use Airtable for a CRM that has 4 tables: City, Account, People, and Activity. (Cities have Account linked to them; Accounts have People linked to them; and People have Activities linked to them).When creating new Activity records, we have "Activity Tags" that are multi-select for our different organizational programs.We have already created a lookup field in the People table to see what Activities our various People have participated in. HOWEVER, we've found that lookup fields aren't the actual solution we need, because there are times where we need to associate a Tag with a People record outside of them formally participating in a recorded Activity.So, we duplicated the same multi-select list Activity tags (i.e., the programs we offer) to the People table (and named the new field "People tags") and also to the Account table (and called them "Account"

Hi, I am trying to automate a process whereby if a record in one table is not empty, it will automatically create a duplicate record in a different table, filling in some select fields.To be specific:I have a table called tasks. It has a URL field called "output" which typically links to a google doc:I also have a table called "Resources" which I will usually populate independently, but in the cases where there is a task connected to the resource, I want it to automatically create a new record.I was able to make it work in a test, however it only worked for the test record.How do I make it such that all records that fit the condition "not empty" will trigger the creation of a new record. The automation is already set to "on".

Hello! I am trying to create a template that will do the following: Any person can "register" an event via the "Forms" link to a calendar. When the calendar moves from month to month, the previous events "drop off" the grid view, while the upcoming events remain. I wanted to know if this was possible? Thanks!

HelloI have a typeform with 50+ questions. When I am mapping it to AirTable, I am required to map it field by field - which requires me to go into AirTable and create a header for each individual question. This seems quite cumbersome, is there a faster method that I am not figuring out? Secondly, what happens in the future if an additional question was added to typeform - I assume without it being mapped, there would be data loss. I am doing this for a client and need to ensure best practices. This process also exists in reverse where I've got the typeform extensive from the AirTable database.  Thanks in advance. 

Hi there - I’m trying to have an e-mail fire whenever anyone fills in a form. Two questions: I’ve set it up and it just doesn’t seem to be working. The test failed, and when I try creating a record using my own email address, the automated email doesn’t come through. I am on the free plan and there is a notice saying “On your billing plan, you may only email collaborators with verified emails.” - does this mean I need to upgrade for it to work? I this why it’s not working? Many thanks!

Hello. I am currently on the "Team" plan and by mistake one of our collaborators ended the available automations. Because from this workspace we manage two companies we need to resolve it urgently, although unfortunately after 24 hours of contacting the Airtable Team we still have no response.The recommended solution is to upgrade the current plan. Given that it is a specific situation that should not be repeated, what would be the best way to resolve it? It's okay if I have to pay.1 - Upgrade my current plan to the Business Plan, hoping that this will reset the automation count and then return to my current plan.2 - Since my current plan is annual, if I keep it (not upgrade) but change it to a monthly plan, will this reset the automation count?If you have any other solution I would appreciate it.It seems like a very bad idea to have to change your plan because you made a mistake. A change of plan should only be due to permanent needs of the company

I'm having trouble updating a date field with results from a formula. Please helpMy desired outcome is the following: When the user updates the "last communication date" field, then Airtable will automatically update the "next communication date" to be 7 days after the "last communication date." This allows the user to manually update the "next communication date" if desired but doesn't make that step mandatory.What I've Created:-Editable "last comm" field-Formula field "calc next comm" with this formula: DATEADD({last comm}, 7, 'days')-Automation set to update "next comm" with the data from "calc next comm"Error from Automations Test:"Field "next comm" cannot accept the provided value: Could not convert string to date." The user

Running into an issue with automations. The command is if zip code contains x then update Region to x (Ex: If zip code contains "77033" then update Region field to say "Region 7") . Some zip codes overlap multiple regions. I set the Region field to allow multiple values thinking that would resolve any overlap issues. The problem is if I have 77033 in both Region 7 and Region 8, then I want the Region field to reflect both 7 and 8. As you can see in the screenshot I have created 7 total automations for each region and have listed the zipcodes for each of the 7 regions under each command. The command is failing for zip codes that are under multiple regions.

I have two automations set up that send me reminder emails when my records hit a specific date condition.  It is a "days remaining" type of condition.  I want to wake the base up every morning so that it can update the records and send the appropriate reminder emails.  Do I need to have the schedule automation first in the list so that it performs that first or does it not matter?

Hi,I have a sprintview and want to ensure that when I create a new sprint(sub)task, it gets automatically added to the current sprint. I have a begin and enddate of sprints. How would this automation look like? Thanks!  

I have WooCommerce orders being added as a new record to a AirTable table called "Orders".  I want to add a checkbox besides each row when the order comes in that will move certain information from the "Orders" table to another table in AirTable called "Fulfillment".  This "Fulfillment" table has rows pre-populated with Data. Is there a way to add data from one AirTable table to another table that already has some data in certain columns/cells?

Hello,This has probably been covered before, but I can't find it. I have an automation that sends an email when a User has been assigned to a Milestone and that Milestone has a status set to "To Do". Right now I can only set up the automation individually by person. How do I set up or code it to send notification to the [assigned user] so I don't have to set up an automation 35 times. I know there's an easy way! Thank you! Scott 

Hi All,As a background, I currently have three tables in the same base.1) An Idea Submission Table2) A Rubric Table3) A Summary TableIndividuals were able to use a Form to link their rubric scores to specific ideas. This created a column in the Idea Submission Table called 'Rubric' which linked all of the ideas with their specific rubrics.I now need to take all of the rubrics and score the averages - something that I am able to do by linking the individual Rubric Scores on a third table called by Summary Score Table. However, I realized that rather than do it manually, I already had all of the linked scores.I created a lookup column, and I am able to bring them in to the Table. However, they are not populating the scores. So, I was thinking I needed to use the second lookup column I have, which DOES WORK for Average Scores - but it will not let me copy and paste those linked records into this linked records lookup, and I cannot figure

I am a new user of AirTable. I have a very long table that is currently being updated (by multiple users). So new records are being added/deleted to this table. Within this table, I need to create a linkage column to show that certain rows are "related/connected". I can currently only manually type the text of the linked row ID (as a text in a column called "related record"). Is there a way to truly link the multiple rows within the same table?Because the table (A) is constantly being edited, I can't use the option of creating another table that duplicate table A.  Also, I do not want to create another table that simply show record 100 and record 110 are related in Tabe A. Thanks! 

Hi, I want to write a script that automatically deletes duplicates as soon as something new is added to the table. Basically it should work similar to the Dedupe extension, but be automated to save time.I only want to delete rows which are identically in each field. It's my first time trying to automate a function with Airtable. I would appreciate if any one has some ideas how to get started with the script or maybe has even written something similar before.Thank you for your help!

I am new to scripting in Airtable and am receiving "Received malformed JSON input." every time I try to validate my JSON. Below is my script, and the error message Airtable keeps returning- can someone help me determine what is wrong with my formatting? For context, I am trying to use a web hook to connect Salesforce and Airtable, where Salesforce creates a record in my Airtable base.  // @TS11-nocheckvar Base64 = {// private property_keyStr: "ABCDEFGHIJKLMNOPQRSTUVWXYZabcdefghijklmnopqrstuvwxyz0123456789+/=", // public method for decodingdecode: function (input) {var output = "";var chr1, chr2, chr3;var enc1, enc2, enc3, enc4;var i = 0; input = input.replace(/[^A-Za-z0-9\+\/\=]/g, "");&n

Hi,I need to sync an Airtable base with another system via API. Currently, I am using Make/Integromat to run the HTTP request and then iterate through the responses to check Airtable to see if a record exists and then either update it if it does exist, or add a new record if it doesn't already exist. I run this daily. There are about 5,000 records currently, so the automation runs in Make add up each day. Lately, I have been doing more with the native Airtable automations using javascript, and I have an idea to try to use an Airtable automation to sync the data, essentially cutting out the Make scenario. It seems to me that reducing tools would streamline things and make them simpler. My question for you is if you think it is feasible for me to run a daily automation in Airtable that would send an HTTP GET request to the remote system, which will return a big JSON response with all of the remote records and their fields. The automation would then need

Hi All,I would like to be able to automatically add instructions (how to perform a subtask) when I select a certain subtask. Plain text would be sufficient here. What would work?Thanks! 

Hi All, I just wanted to ask if you encountered the same issue with using the Airtable api or webhook in Make. So we are using Make.com to Record the data from Go High Level to Airtable. There are times that the run is successful but the data is not in the airtable 

I am creating a table/form to insert log entries into a daily log. It requires a bunch of sub-item data and inserting weather info of the day when the record was created. I was wondering if there is any way to automate inserting that day's weather info (temperature, rain data etc.) into that log when that entry is created (maybe even pulling in the date field and fetching the weather for that day automatically)? I reviewing ideas about using IFTTT or other automations but none seemed to allow for that day's weather info to be inserted into a log entry on record creating easily. Also, as you can see in the screenshot, I have to create a formatted record of multiple sub-items in a longtext field eg. in trade updates. Ideally these should be some form of structured sub-items but I am not sure if there's any way to handle that in this interface or data field

Hello,I have a column in one of my Airtables that contains the date of when a piece of information was published on my site.I am trying to set an automation that looks at each row of my table every day and sends an email if any record i have becomes 60 days after the date I enter in the "Date" column. To test out the automation:I set the date for one of my rows of when it was published to 3/20/2024 (this is now 3 days since that date) i am setting the trigger to just be 1 day after the date.  The condition is "When ["date"] [is after] [number of days ago] [1], send me an emailFor some reason, when i set this all up, it tells me that the table does not contain any records that match the provided filters.

Hi all!I use Documint to generate a pdf of teacher evaluation results. I want to generate the pdf and then attach it to the email sent to the teacher. I keep receiving the error 'an attachment URL is disallowed'. I've read a previous post on this topic and reached out to support.  I don't feel I've fully grasped the issue. What it sounds like to me is I need to delay the automation so that there is time between when the attachment is uploaded and when the email is sent.  I'm unclear as to why the now function is needed as opposed to the dateadd function. Any help would be much appreciated!First Automation: Generates a pdf of evaluation results for teachers. View conditions: Attachment isempty and end date was 7 days ago Second automation: Generates an email with the at

I need to set up a workflow where users register through a form with their email address, and in some cases, an optional Group ID I will pre-fill using URL parameters. Those users then need to be assigned a unique URL (taken from another table) and then they need to get an email that confirms their registration and shares that URL. To do this, I have two tables:registrationInfoTable: Captures email addresses (and sometimes Group IDs)testLinksTable: A static list of all the available unique URLs. My test base is here for reference: https://airtable.com/appX64txDWlNUmTGO/shryhyKtLyjgBdQiHThe automation I've been using is called "Update registration with testLink" and features the following steps:Trigger: When a record is created in registrationInfoTable. I have also tried a form submission trigger and they seem

I would like to run Automation every week on Sunday, and the purpose is to have a running change for my Pivot Tables. I would like to take the "Items", "QTY" and "Last Date/Time Updated" from Table1, and copy/ paste that data into the Table2 which has the same column names. Is this possible and how is it done? I was poking around and wasn't able to figure it out.

Hi all -Airtable newbies here! I'm an ops manager supporting a team that has a ton of gates/deliverables. There are lots of dates (50+) and it is cyclical every 3-4 months. The team has told me it would be helpful if I created calendar invite reminders for their outlook calendar to keep them on track. I've already inputted all of the deliverables and dates into airtable and created some great calendar tools, but am having trouble creating the piece to bridge the gap to outlook calendar reminders.I was able to create an automation tied to a button on an interface. However, I'm finding a few limitations to this and wondering if anyone has any great solves?I have to press a button for each record/date individually. Is there a way to set an automation to apply to all records with certain conditions? (for example, add outlook reminders for all dates in X cycle?)I can in