Automations

I need to set up a workflow where users register through a form with their email address, and in some cases, an optional Group ID I will pre-fill using URL parameters. Those users then need to be assigned a unique URL (taken from another table) and then they need to get an email that confirms their registration and shares that URL. To do this, I have two tables:registrationInfoTable: Captures email addresses (and sometimes Group IDs)testLinksTable: A static list of all the available unique URLs. My test base is here for reference: https://airtable.com/appX64txDWlNUmTGO/shryhyKtLyjgBdQiHThe automation I've been using is called "Update registration with testLink" and features the following steps:Trigger: When a record is created in registrationInfoTable. I have also tried a form submission trigger and they seem to be the same in my case. This seems to be working.Find records: I have a formula in the testLinksTable that designates each link as "assigned" or "unassigned" bas

I would like to run Automation every week on Sunday, and the purpose is to have a running change for my Pivot Tables. I would like to take the "Items", "QTY" and "Last Date/Time Updated" from Table1, and copy/ paste that data into the Table2 which has the same column names. Is this possible and how is it done? I was poking around and wasn't able to figure it out.

Hi all -Airtable newbies here! I'm an ops manager supporting a team that has a ton of gates/deliverables. There are lots of dates (50+) and it is cyclical every 3-4 months. The team has told me it would be helpful if I created calendar invite reminders for their outlook calendar to keep them on track. I've already inputted all of the deliverables and dates into airtable and created some great calendar tools, but am having trouble creating the piece to bridge the gap to outlook calendar reminders.I was able to create an automation tied to a button on an interface. However, I'm finding a few limitations to this and wondering if anyone has any great solves?I have to press a button for each record/date individually. Is there a way to set an automation to apply to all records with certain conditions? (for example, add outlook reminders for all dates in X cycle?)I can input a distro list for attendees but I would love if it looked up to a field of emails from a table and then used those

Hey all,I'm working on setting up a tracker for my team, but I'd like to set it up so that our final milestone in the Gantt chart is a fixed date that cannot be changed. The milestone date represents our client delivery date that we cannot pass, so if previous dependencies shift, I don't want the milestone to change. It's fine, almost preferable, if we get a warning that there's something wrong. Is there a way to set it as a fixed deadline?I'm new to the community and still learning, so if you need more information, I'm happy to provide it!

Hi, I hope it's ok to ask for some human help here. Like many, i'm sure, I've been getting OpenAI to help me out when my coding doesn't work, and for the most part that's been fine. But i'm stuck on something now.I have a script which takes a 'booking' (which is a record in a Bookings table), looks at the linked record for {Episode} and {Element} and increments the number found within each by 1. It then searches up those records in the relevant tables "Episodes" and "Elements" and tries to create a new record with those found RecordIDs in the relevant fields. I am getting stuck as the script reports that the fields in question (which I've confirmed are correct IDs) won't accept the RecordIDs in the format they are being given. The fields are linked records, able to accept multiple records, so I think the script is presenting the RecordIDs as an array. the script is below, and also the error I receive. // Correctly retrieve the record ID from the automation's input configurati

I created a scheduled email to send weekly when the status of my table matches certain conditions.  The message was done in a grid view to include the column information.  I am trying to figure out how the user that receives the email can actually update the records using the email instead of having to go into the base table. What am I missing? Is there a way to click to the records in order to update from the email that is sent out.  Thanks!

Hi, im starting to automatize my data base and im finding a little problem sure community can help me with.I use AT to manage an academy. I have a main table in which i record each student profile. Then i have to go to another table which has a linked field  to add the new student record of the main base in order to count students per hour and availability. My idea is that the automation is triggered by certain conditions from the New record, then find the record to update, static, and update the linked field. I have done so, but the problem is that it changes the field content, doesnt add a New linked record, deletes the previous existing records and  i just need to update with the New record matching the conditions.Thank you in advance. 

Hi! I want to update my table based on info received from webhook. I see there's an option of finding a record and then using the record ID update that record. I can't figure out how to, for example, find a certain record based on the username I received from webhook.Let's say there's a "Name" field in the table and "username" received from webhook. I want to match name with username and then update the rest of the table with some other info from webhook.Thanks a lot for any help!

Hi everyone,I'm relatively new to Airtable, and I need to automate a simple report that aggregates metrics within an Airtable base then emails it to users. Here's some examples of the performance metrics I want to calculate:Total A IDs generated (there are multiple kinds of IDs)A ID "win" rate (i.e. when IDs = A,  and winner = TRUE)CTR increase per minMost winning ID B/C/D -- (ex: D by XX% over B and by XX% over C)Total testing time: XXX minsAvg testing time: XXX mins/testI've setup the initial framework of the automation (i.e. sourcing the table and emailing it users), but I'm struggling to aggregate the metrics that I want sent out. Right now, my rollups are only working on each row, instead of aggregating the entire column. When I try adding a SUM or COUNT formula at the bottom of each column, it doesn't work. Any assistance is much appreciated! 

Hello! My team and I are currently trying to find a way to when a faculty member already planned a trip with us before the fields that they had filled out last year, that all of that information gets repopulated in a form and if there are any changes, that they can look through the form and fix anything that is needed. We currently have a form where it asks whether or not it is a repeated program. We want to have an automation that triggers when that form is submitted if "Repeated Program" is Yes, that whatever program they choose, that old record repopulates some of the fields into a different form and sends the link to that same leader for final submission.   You can ask any questions if you need some additional clarification!   

We noticed today that a step in our Automations that sends an email if any of three fields are not empty is broken.  Has anyone else noticed a change?  These fields are not checkboxes, but Airtable now is complaining that they aren't.  We have been using this on about a dozen automations for over a year and suddenly they are all broken. 

Hi all!I want to open a new tab according to the phone number on the card, however, I need the phone number to be in the body of the request and not in the URLI need something like this: curl --location 'https://example.com/' \--header 'Content-Type: application/json' \--data-raw '{"dialer":{"dials": [{"attendant_email": "test@test.com","extension_number": 101,"customer_info": "Test","client": {"phones": [{"name":"Name in Card","number": "Phone in Card","type": "2"}]}}]},"token": "fix token"}'Can i do this in button with openURL?

Hi there!I have two tables - 'Events' and 'Volunteers'. I would like to assign volunteers to certain events, so I have a Linked Record field in the Volunteer table, allowing me to associate certain events with certain volunteers.Back in the Events table, I'd like to divide these volunteers into Teams A and B. How do I create a Linked Record (or dynamically filled multiple select dropdown?) for each Event with *only* the Volunteers assigned to those events appearing?I can create a Linked Record in the Events table where all the volunteers appear, but can't find a way to condition the list and limit it to only those who are already linked with that Event.Hope this is clear... Put another way:I have 10 events and 100 volunteers. Each event needs 10 volunteers, split into two teams of 5. I want to first go through the volunteers choosing an event for each of them, then move to the event table and choose a Team for each of the 10 volunteers, per event. Apologies if this question i

A noob here with Airtable. I've been looking for a way to consolidate data automatically between two tables.I want to match sales data from store into product database. At the first table I have product properties database. At the second table I have sales data from the system. They share in common the product code.The first table looks like this:Product code | Product name | Product units sold | etc...The second table looks like this:Product code | Product units sold | etc...Problem: As the sales data is imported into second table with DataFetcher extension, it is not easily connected with other product data. I'd like to somehow combine this data automatically, so that when browsing the first table, it would fetch the units sold information to each product based on the common product code. I would imagine the solution to be running an automated script? The script would be like:if [the product code in table 1] = [the product code in table 2]then set [the product units sold in table 1]

Hello. I have two tables. Project has a date field "submit date." It is linked by the "Project ID" field in Project to the "Project" field in timelines.. Linked records in the "timelines" table vary on category (color team), with one called "submit.". Each timeline entry has a date associated with it. When the "submit date" is updated in Project, it should update the "submit" entry for that project with the new date.I am having difficulty making an automation for this.Step 1: When a record is updated. Step 2: Find records. Find records in the timelines table where the color team is "submit" and the project matches the project from the Projects tableThere is something wrong with this step but I don't know what it is.Step 3: Update recordThis would update the submit date in the Timelines table, but I can't seem to get there.Could I get some advice on how to finish this automation?Thanks! 

I've created an automation 'When webhook is received..' -> 'Run Script'.  Inside that script, how do I add arrays/objects as inputs to the script received from the webhook?Here is an example payload:{"AccountId":"820","MessageType":"ContactModified","Parameters":{"Contact.Id":"73953","ProfileChanged":"True","Action":"Created"}}As you can see, 'Parameters' is an object with different keys, depending on what the 'MessageType' is. I just want to accept 'Parameters' as an object in my code so that I can make different decisions.From what I can tell, AirTable forces me to statically map the input. What happens when $.Parameters.ProfileChanged does not exist, but I've told AT to use it?

When entering a new record in a grid view in airtable.I want to start an automation that will create a new grid view with some specific filters.Practical exampleI have a franchise. And when I register a new franchisee, it will automatically create a grid view, with some specific filters. Then I'm going to share the visualization of this grid view with this franchise.look the videohttps://www.loom.com/share/3cfbea4199d0488a89500344a4f98acb

Tena Koutou! I got momentarily excited by the received webhook trigger in automations (old news I know, just got round to it seeming like a time saver!) only to learn that there is limited access to nested data within the json payload… I’m sending a payload via webhook from Typeform => Airtable. Works great. I just can’t access the nested data I need. super frustrating. Seems like a fairly standard issue feature to be able to access nested data within a JSON object. Has there been any update to this? Anyone have any work arounds that dont involve third parties? I’m happy proxying the webhook through vercel serveless function but just seemed like a quick win to manage it in airtable. Any advice hugely appreciated! Luke

I've seen a few posts about using Stripe but we're hoping to use Square.The form is for a paid event and needs to collect a little bit of information before taking a payment to accept the booking.Again, I'm aware some folks have achieved this with Stripe and Zapier, Make or Fillout. I'm wondering if anyone's used Square?I want to really reduce friction here and make it as simple as possible, and I want to embed it into my website. So I'm essentially creating a checkout process. Can anyone help? Even just as a recommendation as to which of the automation tools would be the best bet here would be useful.

Hello,I have a table called "applications" containing all the information of students who have applied for a grant. As part of the grant requirements, I'm requesting students to submit a final report. To facilitate this process, I'm using Fillout to populate a new table called "reports." One of the advantages of Fillout is its ability to edit form submissions, among other features not available in Airtable.Now, my question is regarding the setup of the "reports" table. I plan to use the students' emails as the primary field in the "reports" table. Since the same emails will already exist in the "applications" table, I want to link these primary fields to the corresponding emails in the "applications" table. This way, I can easily access and view all the information related to each student in one place.Is it possible to achieve this using an automation? Any suggestions or guidance on how to accomplish this would be greatly appreciated.Thank you.

Hello, I'm looking for a WordPress plugin that would allow this: For each new entry in an Airtable table, retrieve the images and text and insert them into a defined WordPress page (always the same, it would be to create an image and text library...)thank you.

I expect this is beyond what Airtable / 3rd party automations can do but if achievable this would be an absolute game changer for me. I would like to create three fields. Field 1 (Single Line Text) / Field 2 (Attachment) / Field 3 (Attachment).In Field 1 - I enter the name of an employee. In Filed 2 - I attach a multipage pdf. Then in Field 3 - I get the multipage pdf with the individuals name across it as a watermark.I've tried programs Zapier, CraftMyPDF, pypdf but hitting hurdles throughout. Any ideas are enormously welcome.     

So full disclosure I do not have a ton of experience scripting, but I have built quite a bit of stuff in office script with the assistance of chatgpt and a lot of follow-up questions/research to understand what CGPT did and why it did or did not work.Did the same here trying for my first scripting automation but I am kind of stuck on an issue early in the script. The intent is that whenever a record is created or updated, the script should grab ALL records in the table that have the same values in two fields as the new/updated record. IE if a record with training type "CPR" and employee "Steve" (both are linked record fields to other tables) is created or updated, then the script should retrieve ALL records in the table that have CPR and Steve in the respective fields. It should then look through those found matching records and find the one that has the maximum (most recent) date in the date field, and checkmark that record. If another record previously had the checkmark, that checkma

I have a Table, called Production Sheet, and each production "day" links to a master Batch sheet for that week. There can be many production days pulling from a single Batch Sheet in another table. I can link to the batch sheet just fine. What I would like to do is have the batch sheet show all of the linked production days, which would be separate entries in each of the production days. I thought this would be simple by running an automation, when a batch sheet is linked on the production sheet, by finding the batch sheet that matches that date, and adding that production sheet date to a field in the batch sheet. Of course, this would need to concurrently add to that field and not erase it, as multiple records would be added daily throughout the week. 

Hi all,I have created an automation which takes an action based on whether a value (a list of dates, via a lookup field) contains today's date (via a formula field). Both are formatted to only include date and not time. However the action is not working because the value returned for the first step is [object Object], rather than an actual value (the list of dates). Any ideas? Thanks!