Automations

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!

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