Automations

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? 

I am trying to create a formula or a method that would allow me to trigger a message to be sent, but only in the hours of 9:00 AM and 2:00 PM Eastern Standard TIme. The rest of the trigger is as follows:   

Hi! I see this question has been asked and answered before Airtable updated their plans/billing structure, so checking in to see if anyone might have a solution.When creating a "send email" automation, I'm getting this message: On your billing plan, you may only email collaborators with verified emails. Contact your workspace administrator to upgrade.We are on the team plan and I confirmed in the documentation (https://support.airtable.com/docs/send-an-email-action) that I should be able to "email 100 unique non-collaborator email addresses per day."Any ideas why I'm running into this and how to fix it?Thanks!

Hello, in a automation on Airtable I set up a trigger that, when someone submit a form and create a record in a table named "customer", Airtable run a script that have a vlookup function that read a "Program code" value and insert the "Program Name" from "Code" table. If the vlookup have a correspondence than the value of the cell is equal to the "Program Name" if not the cells value is "Not found".After this action I set up a script that wait 20 sec. in order to wait the update of the data in the record and then I put a condition that:If the "Program Name" is "Not found" then send an email "Code not found"Otherwise (and then it means that "Program Name" have the name of the program) then send another email with the landing page and other info. If I test manually this automation with the function "Test Automation" with a selected record  this action work correctly. But if I submit a form and this automation run with his trigger, the

I’m trying to use the (new-ish?) “When a Button is Clicked” automation trigger. The button is on an Interface in the same table as the Automation. On the automation, the trigger’s configuration instructions are as follows; This trigger is not currently associated with any buttons in an interface. To connect: Open an interface Create or select a button Select “Trigger an automation” under “Button Type” in the properties pane Choose this automation from the list In the interface, I have the “Button type” set to “Run Automation” Under the “Table - Source” it says “Unconfigured Source,” with no options for the source. The Automation option is grayed out. So it seems like the button can’t find the Automation, but the Automation can’t be turned on because I need to fix the configuration…

Hello, I have a problem. I have a client table, a sector table, and a date time table. So I'm linking a client with one sector and some dates. What I need to do is another table to set meetings. I need a form where a company can write the company name, and then choose a sector but only show those dates from a specific sector and the company needs to be able to choose one date from those dates from the sector.  

We have a master table to track all bookings made on our platform, There is then a table for each partner location we have, I would like to automate the updating of the individual locations tables when a booking is added to the master list. Example, Booking 123 is added to master booking list for New York Store, -> Finds table named New York Store -> Adds the new records details to this table

I'm trying to create an automation that when I update a record then it also updates another record in a different table. I've watched several videos on Youtube on how to do this and it seems pretty straightforward enough.I created the trigger, tested it and it works fine. But the Action is where I keep running into the "Received invalid inputs" error. This is mainly due to the Record ID that's causing the issue it seems. It seems I'm not alone on this issue. I searched on here for answers but it's still doesn't help. What am I missing?Would be great if this Record ID process was simplified since Airtable doesn't show the actual Record ID itself on the tables and records.

Hi folks,I've been trying to solve this puzzle all day; there are quite a few scripting examples in the community here that I've tried to adapt to my use, to no avail.Here's the situation:These two columns should be ordered exactly the same, except that the one on the right gets jumbled up during a "find records" step in an automation that populates this field.They're ordered this way in the line items table, but for some reason the "find records" step jumbles them up:I need a script or formula that will re-order the line items in ascending order according to the purple-circled numbers in the line item IDs. I have used Batch Update to do the job, but I'm looking for an automated solution that will sort the line items for use i

New to automations - I would like send a reminder email to trigger when date is TODAY.  The field in the record is Target Date.  The automation states "when Target Date is TODAY".  This works, but the trigger continues to send a reminder email beyond the date in the record.  For example, the date is 3/1/24.  The reminder email was sent on 3/1/24.  However, I notice over the weekend that the reminder email was sent on Saturday 3/2 and Sunday 3/3.