Automations

 I am trying to automate my order fulfillment process. It's a subscription service where products are in a certain sequence. Subscriptions can be monthly, 6-month, or 12-month. The products are the same and sent out every month but need to be in a specific sequence and depend on the customer's subscription type. I want to generate an output file for the customer when they place an order with the products for the complete duration of their subscription so I can track where they are and how many orders are left in the future.I am creating an automation where the trigger is 'when a record is created' in the Orders table. Then, I use 'Find Records' which searches for records in another table (product table which lists each product delivered every month) depending on the condition where subscription equals subscription type. Then 'repeat for each in the list of records' creates a record. The problem I am running into is it generates the c

I've tried to create such an automation:When one updates the value of field 1,if this value matches that of field 2,input a static value into field 3!How do you let people do this?Because AirTable doesn't let us set this condition, I've done this:a. added a hidden field with the formula: IF({field 1}={field 2}, "1")One can input any value after the condition / first comma.One can add an "else" output after a second comma.b. set the condition: If this field 4 has the value 1I've added step a because some service providers make service users do costly work.Service providers are supposed to do the main work. This is a part of the main work.

Hello.  I'm not a developer but I managed to create a button that when clicked sent a webhook to Make to run a scenario.That process has now broken because of the whole API thing (which I don't understand).  Can anyone tell me how I make the button send the web hook now?  I've created a Personal Access Token but I don't know what to do with it and I'm not even sure that's the right solution.Thanks in advance

Hello!We need help with a script or automation that duplicates an invoice/record from an interface view and opens it in a new window to be edited.We have an "Invoices 2024 Table" that is linked to our "Projects" table and "Invoice Lines 2024" table.Our interface for the Invoices looks like this.I've been able to get some scripts from ChatGPT to duplicate the record and open it in a new window that pass the coding tests, but when I click the button on the interface, nothing happens.Thanks in advance for your help!

I am building out a job board on webflow, and I had a workflow where a user would fill out a form to submit a new job, form data would go to Airtable, then from Airtable back to the Webflow CMS. Does this make any sense? (Using Zapier). Or should I just move the data from the Webflow form directly to the Webflow CMS? Thoughts?

How can I add just one button on a table and that button be able to include an automation?I have an automation and I need to add this automation in a table with a button. Just one button that works for all records in the table, not one button for each record which is what you can normally do.

Hi,I have a very simple script that sends two single fields of one record via a webhook to another service. Yet I'm getting an execution error:Script exceeded execution time limit of 30 secondsThis script was working fine for last two years and now it's throwing this type of an error once in 5-6 executions. How can I fix that?The script: console.log(`Hello, ${base.name}!`);let inputConfig = input.config();let response = await fetch('here_is_my_webhook_url', {&n

Hi!I've been looking to see if it's possible to have the JIRA Cloud Extension automatically pull down to a defined table within a base at given intervals rather than to have to manually click the "Pull from Jira" button.Was looking at the automations functions and it didn't seem like it was possible. Any ideas or is manual the only way?

Hi!  Using an automation designed to send and collect wedding rsvps via a form - I customised the automation to use it for our events company.The automation uses a CRM/Contacts table, a RSVP table to collect the new responses, and a form linked to the RSVP table. A personalised link in the CRM/Contacts table is sent to each contact. This link (image attached) is a form prefilled with their name and details, and few empty fields for them to complete. The data entered into the form > feeds into the rsvp table > then updates the CRM/Contacts table records.The problem we're having is invited people are forwarding their personalised links to others for them to attend the event. Inviting new people isn't a problem - the problem is the new person overwrites the existing data/user in the CRM table (unlike a wedding where guests don't invite other guests). I have to manually go, roll back the data, and create a new record for the new person.To c

I have an Automation that triggers when a new pdf has been added via Documint.  It sends an email with the pdf document that has been added as an attachment.  The issue is it is sending all of the attachments in the field and not just the one that has been most recently added. I would like to know how I can send just the last attachment that has been added in the field and ignore the existing ones. 

Hello, I recently created a weekly report using the Extension feature's Page Designer. Now I want to send this report every end of the workweek (Fridays) using automation, but could not see a straightforward way to do so. 😞 I have to manually export the report to PDF, manually attach it to my Gmail and manually send it to stakeholders.Does anyone have a workaround for this?

Good morning, does anyone know how to properly get the Bot Icon to work with Slack?The instructions are: "The name of an emoji available to your team (wrapped in :) or a URL."I typed in various emoji's, with iterations of : around the emoji, spacing it out, adding in ' around the emoji, etc.Can't get it to work.

When creating a custom workflow within Slack - the workflow builder fails.The 'Select a record' action returns the following: "Sorry, there was a problem trying to add your step."Even if I use a SEARCH query such as {Project Name} = 'Adelaide Street' like I would do in Integromat.Is this a slack problem or an Airtable problem?

I am willing to pay for the project if someone is able to show me how/set up the scenario relating to the following...I am trying to create a report from one of my records. The record has multiple fields with multiple linked records I want to display in one document. It's important the the document is also downloaded in word, so edits can be made if needed. I have make.com, zapier accounts.Page designer is able to accomplish the basic design I am looking for ( I have shown a picture below), but I am now wanting to automate this with a checkbox. I understand this can be done in make.com however I do not have experience with JSON (which I believe you need).I am willing to pay for the project is someone is able to show me how/set up the scenario 

Hi, I have multiple views of Timesheet data i.e. one View for each Employee.How can I email or send or export the respective View for each employee to that Employee please?ThanksKalpesh 

I have a table from the Strategic Planning base I am synching to a table in the Marketing base.I created an automation to create a record in the Requests table of the Marketing base when a record in the synched table contains certain data.  This is working brilliantly.However, if someone changes a field in the Strategic Planning base (i.e. due date) base, and the date is updated on the synched table in the Marketing base, I want the data to update on the Requests table too.  I cannot seem to configure the update record automation correctly.Help!!! 

Hello!I'm trying to automate my email workflow using Airtable, but I'm encountering a limitation as I use AWS Workmail for my email service. Currently, it appears Airtable only offers built-in integrations with Gmail and Outlook.Is it possible to connect Airtable to AWS Workmail using the IMAP protocol, similar to how it integrates with Microsoft Exchange? This would allow me to automate emails directly from Airtable.I'd greatly appreciate any guidance or workarounds you could offer to establish this connection between Airtable and AWS Workmail.Thank you for your time and assistance.

We have a rather large table that needs to be updated/inserted with a datefield value from another table. This needs to be done only once.Table 1 is about 30K records.Table 2 is about 120 records.Table 1 (that needs to be updated) is linked to Table 2. I'm pretty sure there is a rather simple solution to this conundrum but I can't figure it out.

Hi all,I want to create an automation which creates a new record in Table B (=record B) upon the creation of a record in Table A (= record A).The title of the automatically created record(s) B should be coming from a multi select field in the record A BUT if multiple (n) things are chosen in record A then I want also n records and the titles should contain only one of the selected option.So as an example:I can choose "Red", "Blue" and "Yellow" in record A. The automation then should create 3 records in Table B: One titled "Red" one titled "Blue" one titled "Yellow" and NOT 1 record saying "Red, Blue, Yellow".Is this even possible? 

Hi there! I want to create two tables that create "matches" based on certain criteria's between the two tables. The one is for houses, the other for people who are looking for a certain house. As soon as a match is found, a signal needs to be send to a third party tool that sends the specific house to a person. The script that sends this signal to the other tool is already in place.Whenever a new profile is created or a new house is created/updated, the matching criteria needs to run (we primarly match on price, m2 and location).My initial thoughts are to run three separate automations based on the create/update triggers with a script that searches through the database.Is this the most effective approach or would there be a smarter way?

Hello,Apologies if this has already been posted somewhere, but I'm trying to create an automation that updates a linked record field without overriding the existing data. I have two tables:Table A - Contains document recordsTable B - Contains a list of role records I have a linked record field called "Role(s)" in Table A that I'm using to associate documents to their appropriate roles from Table B.I want to create an automation that automatically assigns certain records from Table B to the linked record field in Table A without overriding any existing data (only adding to it).Example: I link the "Inventory Associate" and "Production Associate" records to the Role(s) field. I want to automatically link their supervisory roles ("Inventory Supervisor" and "Pro

Hi all!Pretty new to this, but I'm trying to write a script similar to Airtable's child-record script. The script should: For parentTable (defined in config), when a record's value in a field (singleSelect defined in config) matches conditions (defined in config), then it should assign this record as parentRecord, and create a link child-record in a childTable (defined in config) and populate this record's primary field with the value from the parentRecord's primary field. I am having some issues with the config, and wondered if anyone knew how to fetch the options of a field specified in input.config.field so it appears as the options in a input.config.select dropdown list. I want to avoid hard-coding it, but it is an easy workaround if it's impossible.Here's the code I have for the config. const config = input.config({ title: `Conditional Parent-child record creation`, description: `For records in a parent t

Hello Everyone, I am trying to create an automation that sends draft social media posts for approval. The problem I am running in to is being able to reply to these actionable messages in Slack with text that will update an airtable field. So basically here is how the work flow goes. When a new post is created and is in draft it will send an actionable message to a slack channel with two buttons. The first button is "Approve" and the 2nd button is "comment". If the comment button is clicked I would like the slack user to be able to enter some text that will then update a field in airtable. I have been able to get the approve button to work but when the comment button is selected I do not get the option in slack to enter text. How can I solve this problem. I would appreciate your input. Thank You 

I am looking to get the user ID from the person who interacted with a Slack Actionable Message. From the Automation Run History, I see the User ID is saved, but for an audit trail I would like to automatically assign that user to the record they acted on.

I am creating an automation that sets a single select field from empty to "Date Changed" when my date record is updated.At the moment it works, but the automation is running when both a preexisting date is changed AND when the empty date field is first populated.I would like to the automation to only run when the date field has a value, and the value is changed. I do not want the automation to run when the date field is empty, and then a date is added.Is there a way to set this up using basic Airtable automations, or will this rely on a script.Side note: the goal of this automation is eventually to send a weekly email showing all rows that had a date changed within the past week. If I am approaching this the wrong way I am also happy to pivot, but the date changed status combined with a last edited time seems like the best way to put this together.