Automations

Hello, I am trying to set up an automation that is sending out all our Purchase orders as an email via a shared distribution list.I can link my account, but I do not have the option to choose the "send as" Example: me@test.com  is my account and I also have access to the procurement@test.com distribution list. I log into my account in the "send email via gmail" automation, but after that it is linked to my private email. I can choose the distribution list as a sender via Zapier, but I would like to cut that out. Thanks for any help and advice

Hi Everybody! since start of the year I've noticed a change in the behaviour of one automation, that is causing me a lot of trouble.In a table I've a formula field that generates the ID necessary to link the record to another one in another table. The automation copy this formula field in the link field and the association is done. The link field as the selection limited to a specific view. Up until recent, this automation as worked very well, but now is not selecting the linked record only in the specific view, but outside of it.Sadly in the table that need to be associated, there some ID that are identical, so the association is not correct anymore. For this reason the selection on the link field on the first table was limited to a specific view, and it worked just fine, but now is not the case anymore.I know that the better solution would be to change the formula that generates the ID of the second table, so that they are unique, but this have implications on all the base, and

Hello! I have 2 tables in my database:'Employee Directory' with fields: Name, Seniority, Department, and Email.'Equipment Requests' with fields: Request, Employee (linked), Department (lookup), Email (lookup), and Status.I would like to create an automation where, upon the creation of a request (trigger), an email is sent (action) to the manager of the same department where the employee works.After setting up the trigger ('when a record is created'), I attempted to configure an action ('find records') that operates on the 'Employee Directory' table, finding records based on a condition. The condition should be 'where Department is' some dynamic condition. However, I am unable to select a dynamic item for the Department; it appears grayed out and states "Cannot assign list of string to string".Could you please assist me with this issue?

I am using Airtable's "Project Tracker" template which has two tables: 📝 Tasks, timelines, and assignees and 👀 Overview.I adapted the template to my team's needs. I want to accomplish the following,I want my team to update the status column in the 📝 Tasks, timelines, and assignees table.This table is organized so your tasks are grouped by project. There will be multiple tasks per project.In the Overview table, you can see the projects.The 👀 Overview table has a status column (or field) that should automatically update to COMPLETE, when all tasks under the project in the  📝 Tasks, timelines, and assignees have a status marked to COMPLETE.I'm not even sure if this is possible or how to go about doing this. Any ideas? Screenshot of the 📝 Tasks, timelines, and assignees table highlighting how tasks are organized by project and the status column. Screenshot of the Overview t

Hi all!I have two tables, the first is Stores, the second is Customers. They are linked. Customers has a Region single select, Stores a Region multi-select. All of the Region single selects are populated for the Customers tab. I need some help creating an automation or bulk update for the regions of the linked Customers are visible in the linked Stores region field. Thanks in advance! 

For the automation above, I kept getting an error OR inaccurate output. When I would test it out and submit a 90% score, it keeps creating a record as if the score was less 89.99 

Is it possible to add color to the automated email body copy. We are hoping to emphasize certain areas of content to our partners through the use of color. Thanks!

 [SOLVED]  Thank you for your help!UPDATE:I resolved the syntax issue.Hi Everyone! I just need help with the search filters.  TYI am getting an error message, when I run my scenario: “The operation failed with an error. [422] The formula for filtering records is invalid: Unknown field names: 321” I need help with:Airtable filter in the Search moduleI don’t know what the make.com filter syntex is for searching records. I am not a programmer, so I will need step by step instructions. The unique ID is SCOTT #. TY 2. Creating filters to avoid duplicate records in my Airtable base, in Make.com for: 1. New Records 2. Update records These search filters will be in the same scenario. I am using a Google sheet for all record data, there are new records and existing records in one Google Sheet. I am attaching screenshots. Any help would be appreciated. I am just starting to use make.com a bit more now and to me, it seems to be a bi

HiI tried to get all the records in a table by the associated User.Im used make.com to get this information and when I entered this formula and is not working - SEARCH('user_email@example.com', {user_field_name})Does somebody know what is the correct formula? 

Hi,I've created an inventory and order system using airtable but I'm being held back from having airtable calculate my order cost using a roll up. We sell some products with a special offer, for example, a hoodie normally costs £30 but if you buy two it costs £50. Another example, a pin badge costs £4 but you can buy three for £10. I thought this would be really simple to implement but can't seem to work out a way around it and I'm not clued up on writing formulas.Any help would be appreciated, thanks.

How to remove the v5.airtableusercontent.com when automating posting on Facebook using Make from Airtable

I made an automation to create reminders in my Google Cal. They’re all-day events, which by default don’t show you as busy, but when they’re made through Airtable they’re ticked to show as busy. I couldn’t find a field to change this in my automation. Can I make it so my all-day events made from automation don’t show as busy?

I have read a ton of guides and I cannot figure this out! I'm trying to add a button to an email automation that links to an external URL.I created a Button form field (with URL) to table data and added it to the email automation. But when I generate a preview, the button isn't there it's just the label! (See screenshots)What am I doing wrong? (Please and THANK YOU)

I'm running into race conditions some report summaries automations, and am wondering if anyone has come up with a better solution than I have in placeI have a table that is automatically updated when a user adds values from a csv report. I need to summarize that report with an automation. I have a multi-step automation that does the followingTriggers when a record enters a viewChecks to see if the date of the report is already listed in my summary table with a "Find Records" stepIf "Find Records" length is 0, it runs a few scripts to do math on the raw data enteredHowever, I've found that the automation runs for all records in the view simultaneously, rather than one at a time, so I'm running into race conditions where multiple lines are created for the same report. I know there are other solutions such as running the automation from a button click or at a scheduled time, but those are not options for me at this point. Any advice?

Is there a way to share a script between a record-create automation and a record-update automation?

I have two tables in a base named Appointments and Revenue. I use Zapier to send appointments and transactions from my CRM to Airtable. The appointment records include a Technician Name. The revenue transactions do not and cannot include a Technician Name. They both, however contain a Job # field.I'd like to create an automation that is triggered when a new revenue record is created. It would look into the appointment table to find the Job # that corresponds to the Job # in the revenue record and returns the Technician Name from the appointment record and populates a Technician Name field in the revenue record.Can anyone tell me how to do this (assuming it is possible)? Thanks!

Hi everyone!I use airtable to manage my business, a monthly subscription for football shirts, developed on woocommerce.After each order from my customers, an entry is created describing the order in question (customer size, address and all the information needed to prepare the order).The problem is that a customer who has a subscription for the year creates 12 independent entries for me, so I don't have the possibility of noting useful information and they remain on the customer in question, airtable and woocommerce don't consider the occurrence with this same customer.Ideally, I'd like Mr Smith, who has a subscription for the year, to have a "file" that updates automatically thanks to the occurrence of the surname + first name + address so that I can note down all the particular requests or wishes of my customers month after month, with feedback on each of his requests.Sorry for my horrible aglais, like a good Frenchman I use translation softwareThanks team!

HI,Is there a way to trigger an automation an hour after a date time field is set? For example I have a field set to Feb 4 at 3:00 PM, and an hour after this time set i.e. at Feb 4 at 4:00 PM, I want an automation to be fired?

Hi,I am trying to automatically create or update records based on certain criteria from another table. It's to create invoice with line items. The process is the following:1. if a record's date field is today, create a record in table A.2. then find a record with the same client in the table invoice, 3. if not found, create a new client record in invoice table with a line item that is linked to the newly created record from table A.4. If find the client, then append the line item field with the new record from table A.The problem is that sometimes there are multiple records matched in the first step of the automation, then both try to update the line item field in the invoice table and the later automation run overwrites the previous run.I imagine there could be problem if no client found then two clients records would be created in the invoice table. I haven't encountered it in my testing yet.What's the recommended solution here?Thanks!

Hi everybody,Let's assume I have 3 tables:ToolsUsersRequests (= Audit Log)Users can create a request to get access to a certain tool. When the tool admin approves the request, the user is linked to the tool. That's fairly simple and already working.Now tool admins can also add ore remove users directly to their tools, by linking or unlinking them.In that case, I want to automatically create a record in the Requests table that contains the user and the tool that was either linked or unlinked, as that table serves also as my audit log. Any idea how I could solve that?

HiI’m a beginner and so far I’ve only done one use case with Airtable. Now I would like to use it for my daily life and I thought it would be nice to have a table like Excel linked with all the applications I’ve made via LinkedIn, Welcome to the Jungle and I would like to know if there is an API?  Thank you.

Hey everyone,So i created an automation that email to texts a group of individuals when certain criteria are met. This is a large list of people (sometimes over 100). This works flawlessly unless someone changes their carrier... or their phone number and I have to wait for the automation to fail to see which email to text address is incorrect.This is fine however it will not send to the remaining valid email addresses it just halts the whole automation. I'm hoping to still have the automation fully fire even if one of the email addresses is invalid. Is there anyway to do this or is this a limitation of validating email addresses before sending within airtable?

I have five tables, each with a list of contacts. I want to identify the contacts who appear on more than one table.  One setup is: When a contact appears in two or more tables, I want to add this contact to a new "cross-check" table. The new table will have a record with the name of the individual, and the tables this name appears in. This has proven to be really cumbersome to automate.I just need some simple setup that enables us to easily see who appears on more than one table, and flag when a new contact is added and that person is already on another table. Any creative ideas for this?Thank you in advance!

I have a Sales Pipeline base, and have set up an automation to run based on a change in deal stage (to "closed-won"). This creates a new record in my Master Customer List airtable. When I filter my Sales Pipeline base and then unfilter, the automation assumes that the unfiltered "closed-won" records are new and therefore should create new records in my Master Customer List airtable. This is causing issues with mass duplications. Is there a workaround for this? 

Hi there! I have a form that generates a single record that has multiple attachment fields. I am trying to find a way with either a script or an automation to pull all the different attachments together and print. (Maybe an automation trigger that collates all the attachments into a singular pdf and a prompt to print..?) Any suggestions? I read through some very sophisticated responses that @Jeremy_Oglesby  @JonathanBowen gave to @Matthew_Hilshor back in 2021 for a question titled "Moving Attachments"- do you guys have any ideas?