Automations

Hello y’all! I’m trying to run an automation on multiple linked records from one record, but it doesn’t work because the action expects one record id. Do you know a way to achieve this? My scenario is this: I have an invoice linked to multiple purchase records from another table I want to fill in a delivered date field on the invoice record and fill the purchase records dates using the automation. Why not use a lookup field? Because sometimes there are partial deliveries or the products are damaged and returned. These would be manually corrected then. All the best!

Hi, I am trying to automate the process of creating available timeslot (15mins duration) for clients to book in appointments via an online form on Airtable. Could someone help out with a script that I can use to automate creating timeslot records for example, from 8:30am to 4:00pm between 4 September to 8 September?Thank you!Currently, I have set up the record manually like screenshot below. 

Is there a way to fetch just one record or take the first/last one from the returned list? In table A I have a record with an email. In table B, I also have records with their emails. I need to update A record with B attributes but they come from different sources and are not associated - they just have the same emails.

I'm working on an automation that is triggered when a record is created.Here's how it works:I have a Fillout academy registration form with the action create a record on Airtable in the Sourcing table;When the user submits the form, a record is created in the Sourcing table and triggers the automation to perform the following actions:- Retrieve and check if the selected course exists;- Check whether a learner or candidate already exists, using the email address as the unique field in the Learner table;- If the candidate exists, we check if he/she has an existing sourcing, taking the existing candidate and the training course as parameters;- If the sourcing doesn't exist, I proceed with the relationship between the existing candidate and the course (thus updating the newly created sourcing by attaching the existing candidate);- If the candidate does not exist, I crea

Hello! I work for an event facility and we are trying to automate our calendar with a submission form. The idea is that when a new form is submitted with an event name, date and time that it will be automatically added to Google calendar. With the current automation, it syncs the date with google calendar, but defaults to 12pm for the time for everything submitted. Does anyone have a suggestion on how to make this work? Thanks! Jamie

Hello the community,I am building a platform that includes:- 1 [Partenaires] : they are shops who issue a commercial offer- 2 [CSE] : they are companies who contribute to the commercial offer and offer an additional amount to their employees, their employees' invitees and their employees' family (these are 3 categories of beneficiary). The amount of the contribution will vary based on a beneficiary category.- 3 [Salarié] : they are employees who can benefit from either a commercial offer, or an exclusive offer if their company contributes on the given offer.I want to created a table where I will calculate the amount due by the employee, based on a) his Employee ID (and the company attached), b) the Commercial offer chosen and c) the beneficiary (the employee himself, an invitee or a family member).For a chosen Commercial offer, and given the company the employee is linked to, I need to know if there is a contribution from its company. That w

I've made a Record Template that creates multiple records. I want to write a script that runs this a bunch of times and fills in some of the fields based on a form submission. I can't find any way to access and run a record template from a script. Any help or other ideas would be greatly appreciated. If I can't figure this out I guess I'll just script the whole process and skip using the record template but I'm not proficient in scripting yet so I'll need to learn a lot to do this.

I am sending an email automation with a grid of records included in the body of the email. The grid of records includes the time zone UTC in the field. I dont want this included.I have included the formatting settings of the start and end date fieldsIs there anyway to turn this off? Thanks!

Hi there,Is it possible to use Automations to create calendar events for Outlook which hide the attendee list? I can create events fine using my fields, but the attendee list is shared in full.

Dear Community,I hope someone can help me with the following issue...I have an automation sending out an email for a record ("shipment" table) with attachments. The attachment(s) come by lookup from my "inventory" table. Now, as some inventory items may have the same attachment (eg. an invoice covering several inventory items/lines) I consequently get several same attachments pulled to the "shipment". How can I tell airtable or my automation to ignore files with same filename when sending out email for a record ("shipment" table) with attachments. It's hard to explain, but I hope someone will see my issue. 🙂 Kai 

Would it be possible to activate an automation in Airtable (send a form), with a trigger in Figma?Every time someone gets tagged in Figma, the form should be send to the tagged person. 

Afternoon, all,I have an automation which fills in a select field based on a linked field's id.If the item doesn't exist in the select field already, it automatically creates a new item in the field.However, every time the new item is created by the automation it's blue. Every new item is always blue.Is this a bug? When we add them manually (which we don't want to do - hence why we automated it) they are colourised.Here is the field,Any clues, or help much appreciated. Thank you.Best, DanC 

We keep our org chart in Airtable. It includes who Person A reports (as a link to another record) to as well as their contact info and photo.The automation I'm trying to set up would remove the manager that Person A reports to when the manager leaves our organization. We have a status that is "No longer employed", so I'd like the automation to be triggered by that and then remove the manager from any employees they're assigned to.I can get to a certain point, but I keep setting it up in a way that would just update the manager record rather than the folks they manage.TIA for the help!

Hi. I am creating a version of an automation that I didn't create. I have duplicated it, added a trigger and updated some copy in the code but I have a configuration error. I can't figure out how to get the custom script into the message. Screen grab one is the error. Screen grab two is how it should look.Any help is appreciated.Deb

Hey AirTable Community! I am having trouble with Automations. I have my trigger (When a new record is created). When selecting my Action (send an email), I select all the fields I want to display on the email, but when I test it, it’s only pulling certain values, but most of them are left blank, even though the cell has actual information on it (linked from another record & tab) Any solutions to solve this? Thanks!

Hi there I’m not even sure I’m asking the right question here because I know nothing about coding and I’m aware I’m going to need a script here. I have a table with data in it that I want to use to populate a Contract Proforma in Google Docs that I’ve created through Integromat. I’ve managed to get it working through the Created Trigger that comes automatically in Integromat but I’d now like to be able to make it happen by clicking a button in the Record in Airtable. I think this is done via Webhooks. I’ve generated the Webhook in Integromat but I don’t know the code to use to get the correct data sent across. Thanks in advance

I'm using pre-filled forms in an automation to update a value in the Main table. (The form of course creates a new record in the Updates table.) The update form that works is updating a Single Line text field in the Main table, with a value coming from a Single Line text field in the Updates table.Where I'm have trouble is when the fields to update in the Main table are either a Date field or a Single select field. In those instances, the target field in the Main table does not get updated, and is now empty.I guess there's a compatibility problem with differing field types. I tried making the field type in the Update table Date fields or Single select fields (with the selectable items in its drop-down.)I get this error in the automation:H

Hello,I have an automation set up to remind salespersons that an incoming job is scheduled and ready. Everything works except when I try to send the automated email the Salesperson field is not inputting their email and the configuration is not allowing me to select email. Please see attached. As you can see.. in the Account field I have a valid email  

Hello,I am trying to set up an automation where if the invoice number column of a record in the "Payments received" table matches the invoice number column of a record in the "Invoice" table, it will update the "Invoice" table record with a checkbox.

Hello, I have an automation to send an email everytime a record is updated. The team will go in and make multiple edits at a time and they would like to receive one email at the end of each day with the updates, rather than receiving 20 emails in one sitting. When I try to schedule an email, it doesn't let me reference back to the "updated record" that I need. But trigger by "when an update is made" doesn't seem to allow me to batch emails. Any ideas?

Hi, I want to create an automation that updates "Table B" when a new record is created in "Table A""Table A" contains customer information; some are new customers, some are returning customers. Returning customers will have multiple records, new customers will only have one."Table B" is linked to "Table A" and has a rollup field which identifies the most recent record for each customer.Each time a new record is created in "Table A" I want it to link to an existing record in "Table B" if it is a returning customer, or create a new record in "Table B" for new customers. The end result will be multiple customer information records in "Table A" showing all entries for each customer and one record per customer in "Table B" showing only the most recent entry.I'm sure this is straightforward but each time I try I just end up with a new record in "Table B" for each new record in "Table A."Please can someone help?Thanks

Hi,For one base we have created automations with Slack and email updates for stakeholders, where we want to show thumbnails of images (within an attachment field) in those updates. I only get those attachments as url's linking to the image, but I really would like to have those images as thumbs in those updates because it will clarify a lot in those updates.I already looked into the display option as shown below, but when I switch to thumbnail, it gives me an error message. So i'm kind of lost with this.Can someone help me in fixing this? Thank in advance!

I'm trying to make an automation that will update a field to say if a step is Completed, In Progress, or Not Started based on four checkbox fields.I'm able to get the field to correctly state when it's not started (when none of the checkboxes are checked) and when it is in progress (when any of the four checkboxes are checked) but I can't seem to overwrite the "In Progress" option when all four checkboxes are checked. I understand why this is happening as technically even if all four boxes are checked the conditions for "In Progress" are met but is it possible to have this condition not be active if all four of the checks are present. Or is there a way to have sequential automations so it could first check if all four checkboxes are checked and if not only then look to see if it's "In Progress"?I'm very new to automations so I figure there's a way to do this so any help would be greatly appreciated. 

We use a daily report of hours worked (we manage all our timesheets via airtable) that is based on Finding Records from the day before (or 3 days before on Mondays). My goal is to be able to title that report (which is created to Google Docs and then shared with admin) with the date for which the timesheet was generated (today is the 8/30, but the timesheets in question will be from 8/29). Is there a way to only reference one of the records for this purpose instead of inputting the whole string from ‘Make a new list of… Field values’? Any suggestions on how to get the right date in the title without repeats would be great, thanks!

Hi,I'm trying to set up an automation that generates tasks with due dates. For example, when I create a project with an overall due date in a "projects" table, I plan to create a record in the "tasks" table with individual tasks and due dates calculated from the project due date.So, I'm trying to get the task to calculate its own due date based on the "Send Date" field in my Projects table. I have the following formula that isn't working.I have also tried -21, "days", and a few other solutions others have seen, but I continue to get an error that says "Could not convert string to date" -- any ideas?