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  • 5,191 Topics
  • 16,174 Replies
5191 Topics
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Patrick_BakerKnown Participant
posted in Automations
PDF Creation and emailing from Airtable Automations

I need to take the fields visible in a particular view, and convert it to a pdf that I can then send via email. Is this possible via airtable automations?

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ScottWorld
SilC
SilCNew Participant
asked in Automations
Automation for when records match conditions

I have a table linked to an application form. This table has a field with a check in it.I have another table within the same workspace for people that are referred, also with a check in it.Right now, new members apply and then I have 2 records: one from the application form, another from the manual enter I did as the person got referred.I want the system to update all records when someone applies using the form, so it doesn’t create another record, but fill in all the information on the already created one. Is this possible?I can’t seem to make it work via automations. 

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SilC
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jerry_thomasParticipating Frequently
asked in Automations
How to integrate photo field into record creation process

Hi my name is Jerry.  I am not at all new to Airtable but my experience is not particularly broad.  I built our Airtable base 8 or 9 years ago and haven’t done any development work on it since.  I am not a programmer.My problem:I am creating a package receiving solution for our freight forwarding business.  We receive packages, log information regarding that package and place it in the racks for future handling.  I am looking for a way to easily add a photo to the package record during the receiving process.The process: A new record is created by scanning a preprinted, barcoded label which is then applied to the package.  The scan gun is then used to scan other information from the package such as shipper and tracking number.  The customer name is selected from a linked field followed by entry dimensions, weight and comments.  Then the box is opened and a general description of contents is scanned into a field from a prepared list on the wall.  While we have the box opened we would lik

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risk-eystamperNew Participant
asked in Automations
I am using autonumber but I need to jump number....

I have numbers 00001 to 00014, but have not listed the numbers from 00015 to 00200 yet because I to update photos with a watermark. However, I have records from 00200 onward updated and on the website. Is there a way to include 00015 to 00200 as empty records to maintain the sequence of autonumbering then input the record for 00201 and continue? I hope this makes sense.  thanks Linda 

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Mike_AutomaticN
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ZoeGoughNew Participant
posted in Automations
Using Automation to create a new record and auto-populate certain data

Hello,I am new here and am trying to find a way to create a new record (and auto-populate some data into this new record) when the user pushes a button on a different table.Example:I have table A and table B. I want to find a way whereby if the '2024 Definate Grow out' box is checked on a given record in table A, a new record is automatically inserted into table B, which copies over some of the data from the relevant record in table A into this new record in table B. I have managed to create an automation which inserts a new record in Table B every time I push the button on a record in Table A, but do not know how to copy across the data into the new record on Table B or if this is even possible.  Thank you!  Z

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InertiaNew Participant
asked in Automations
Update the same records that have been previously created in another table

Hello guys,  I would appreciate it if I could get some help on this. So the context is that I have two tables. 1 table is for quotation (Tbl_RFQ) and another table is for when quotation is confirmed (Tbl_Confirmed). For example, an item in Tbl_RFQ may invite 3 bids (i.e., 3 records). However, only 1 bid will be selected for each item. When the winning bid is selected, new record will be created in Tbl_Confirmed. This requires an automation which I managed to do.  Automation to create records in anther tableThe problem is that, most of the times, some details are not yet filled in Tbl_RFQ so it means that when new records are created in Tbl_Confirmed, some fields are missing. What I am trying to do is to link the created records in Tbl_RFQ and Tbl_Confirmed together so that if the fields in a record in Tbl_RFQ is updated then the same field in the same record will be updated as well.A simple solution may be to just create a lookup field in Tbl_Confirmed that links the two tables togethe

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TheTimeSavingCo
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TManderNew Participant
asked in Automations
Client Tracking Automation Question

Hello Airtable Community,I am hoping that someone can help me out with an automation that I am trying to build.  I am new to Airtable and am figuring things out as I go.  Well, trying to at least.We are a small behavior services company that works with adults with intellectual disabilities.  Since our inception, I have been tracking how many hours we provided to each of our clients in Excel but it was too clunky so I have started using Airtable instead.  So far I am impressed but I am having some challenges getting all the things I have pictured into my head to become reality in Airtable.So far I have built a base that has a couple of important tables.  One that has the necessary information that I need to track for our clients including what services they qualify for, a weekly tracking sheet that captures each clients hours delivered for that week and a rate sheet which then can tell me what those hours translate to in terms of billing payments.  I also figured out how to build a form

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TheTimeSavingCo
Rodney_Beadon
Rodney_BeadonKnown Participant
asked in Automations
Attaching an Attachment to an Email Automation

Good Day I would Like to Attach a pdf document to a email when sending it from an automation. How do I do this?

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TheTimeSavingCo
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ohowardKnown Participant
asked in Automations
Automation

Hi there,In order for me to create a junction table. How can I get certain data from one table to another? I am looking to get all submissions, team, month, points awarded.   I would like it to move over these fields and when a new recorded is added for it to add those as well Is this possible?

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TheTimeSavingCo
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S PlayfullyNew Participant
asked in Automations
Create List of Column Names?

Hello, I have a primary table of records and a secondary table to request updates to the primary table. I want a column in the secondary table that lists all of the columns in the primary table that someone could select to update. Preferably, this would be a list that is linked to the actual column names in the primary table so that the list updates if I update a column name in the primary table. Is this something that AirTable can do?  TIA!

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Taha-Jiruwala
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danidarko93New Participant
posted in Automations
AUTOMATION WORKS WHEN I TEST BUT WILL NOT RUN AUTOMATICALLY

I WANT THE DETAILS OF THE SUBMITTED FORM TO APPEAR ON GOOGLE SHEETS… I KEEP ON TESTING THE AUTOMATION AND IT POPULATES IN GOOGLE SHEETS BUT WHEN I TURN IT ON TO WORK AUTOMATICALLY NOTHING HAPPENS… WHAT AM I DOING WRONG?   

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PfaufischNew Participant
asked in Automations
Automation runs before input is completed

Hi all! I have a problem that I feel should have an obvious solution: I’d like to set up an Automation that normalizes a string value after input by base collaborators. However, the Automation appears to run too early, catching only parts of the input string. (This behavior is not consistent, though: From time to time the Automation will catch the whole string.) I selected When record updated as trigger and configured it to watch only for changes in a specific field (in my case: Keyword). Example from the screenshot: The entered text is “Aldi Angebote”, but the Automations appears to run already after the first letters are typed in, so only “Ald” is used as Automation input. What’s the best way to solve this problem? Is there a better trigger for this use case that I am missing?

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DisraeliGears01
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beckleyNew Participant
asked in Automations
Failed to access web page via internet

I have an AI automation step creating an summary and searching the web, but after working fine a few times i suddenly got this error: 'Automation failed: failed to access web page via internet' Does anyone know why this happens? Or what i can do to make sure it doesn’t happen?

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Mike_AutomaticN
Rodney_Beadon
Rodney_BeadonKnown Participant
asked in Automations
Multiple form population and automation

 I have generated a form from a base that is working fine. When it’s submitted it allocates the user a member number. The Base is I denticle but depending on the agent it generates a unique number so there are 3 bases, Plus the master base (As I call it) When the form is submitted it automatically generates an email that sends the member number to the person generating the form. This works perfectly thanks to the support received in this forum.What I now need to do is generate an order form. I have done the form but can't work out the automation. Once the first form is completed and the email is sent, I need to send a Second email form unique that has the persons membership number and Name. They then have to fill out information specific to the order and make a payment. They then submit the form which I want to automatically fill in the blanks in the base. Once completed the form emails the manufacturing department the information for them to manufacture from. I need some guidance of w

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Rodney_Beadon
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AALLCNew Participant
asked in Automations
Script/Settings/Formula to Force New Rows in Table?

Hello!When uploading images/attachments, the images are being put all into the same “Attachment” cell. I am trying to find a method that forces each image to get its own row in the table instead of being grouped together in a single cell.Can anyone help me out with this?Thanks,Doug.

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Tony_KwongNew Participant
posted in Automations
Create Documents from database

Hi all, We are a small real estate agency, using Airtable for our property database which is very nice. We face an issue and want to ask for solution, we need to create either 1) Listing or 2) Single property particular to our client from our property database, right now we only selected the properties we want to send to our clients and manually type it on Word, it is waste of time and easy to have typo. May I ask how to simply from from the selected properties in our database … e.g. selected 10 properties and then print the selected in a listing ? And also the option to print the selected to 10 individual single property particular? I found the built-in document creation app is not powerful to do that… any suggestion of app or service should we use ? Don’t mind to subscribe more service to do… Appreciate for the recommendation… Best, Tony

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Jake_OParticipating Frequently
posted in Automations
Data Extraction from Document Into Airtable

Hello, I am new to Airtable and I am looking for a simple solution to this problem if possible. I am looking to be able to upload a PDF into Airtable (it would be 1 page). Once the PDF is uploaded, I would like to extract the title and put it in the name column next to the document in the same row automatically. I know there are software’s out there that can handle this type of thing like Parseur, but the documents might not all look exactly the same (or the titles might not always be in the same spot every time). Any assistance would be greatly appreciated! Thanks!

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EgkkNew Participant
asked in Automations
form submission

Hi all, Is it possible to prevent the creation of record under certain condition during form submission?Like upon button click, there will be a check against the database for certain condition and throw back error message. 

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Taha-Jiruwala
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oreocereusKnown Participant
asked in Automations
Automations failing due to record being deleted? Cancel run if record no longer exists?

I have a base that is largely used for planning.I have a lot of automations. Often one action sets off a chain of 4-5 automations.Because I use this base for planning, records get deleted often as part of my workflow (i.e. I change my mind).An unfortunate, unexpected irritation with this is that reasonably often, an action will set off an automation > I delete the record before the automation is finished (these are usually simple automations "if Record A Field A = x, update Record B field A" - most are not long and convoluted).And so, I have a significant and frequent number of "failed automation: record not found" emails and notifications.Is there any way to prevent this happening?

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jzellerNew Participant
posted in Automations
parse pdf info into airtable

What is a good website  to parse data from a pdf into airtable. For example if I wanted to parse info from a rental application (contact info, lease info) into airtable what is the best website to do this

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Andy_Cloke
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Needhelp300New Participant
posted in Automations
Mass Email Automations not sent

Hi,I created an email automation, successfully ran tests and they all worked. I even saw the test emails on my sent folder items. However, when I published by toggling the "on" bar, the automation emails were not sent. I even created an update record to verify that emails have been sent, I performed a test to confirm the triggers were correct. It worked! the email test was seen in my sent folder of my email box, the update record trigger for that one I tested worked but the mass email automation has not been sent. What am I doing wrong or perhaps how long does it take for the email automation runs to work successfully? 

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Michael_AhrensNew Participant
asked in Automations
Automation Script for parsing a Multi-select field on form submission?

Hello, I’m new to Airtable, (trying to help a friend build an efficient solution) and I’m looking for some advice. We have a form with a rather large multi-select field. Users must enter their name, date and select any number of options from the multiselect field. The information comes into the table in the way you would expect: But in order for it to work with my friend’s processes (and existing tables) they need a way to break the record up (ideally on form submission) into multiple records: I found a way to do it with automations. I created an automation for each Option to check to see if that option has been selected, and then create a new record. Unfortunately, this is time consuming and will not scale well. Can you recommend how to build an automation script (or other solution) that can automatically parse the multi-select field into multiple records, one for each selection? Thank you,

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ScottWorld
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GrussKnown Participant
asked in Automations
Product code lookup and assignment upon form submission

Howdy good people!Hoping someone can advise with a product code lookup scenario. Our team sells training subscriptions. New subscribers submit airtable forms to notify of catalog onboarding. Each subscription is tied to a certain product (9 product types currently). Product name auto-populates in a multi-select 'Product' field upon form submission in an 'Offline Subs' table. Each product has a set unique code stored in another table (Product Codes). We need to auto lookup and match the product name with corresponding product code and auto populate this in a 'product code' field in the 'Offline Subs' table (see attached). Playing around with lookup fields and can't see an automation option, imagining that this will require a script to achieve?I don't have any coding/scripting experience so hoping someone can share a similar successful script or use case experience. Any assistance greatly appreciated. 🙂

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ScottWorld
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AustinNew Participant
asked in Automations
Repeating Group using slack messages error

I have a very simple automation that runs every 15 mins. It finds rows from a table that have data in a specific column and then uses a repeating group to send a slack message to each of the channels listed in those rows it found. This typically works 90% of the time but usually a handful of times a day it errors out for Slack API rate limited. Sometimes it errors out with 4 groups that it found but will also error out with 1 group. Experiencing similar issues related to the repeating groups for slack messages.  Any help is appreciated.  

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DivasrajVimalNew Participant
asked in Automations
How to send Mass Emails to my users using airtable?

Hi, I am new here. I have some columns like name, email, job title. I have 3000 rows of these data. I want to send personalized emails to all of these 3k users with their name and job title. How can i do it? Is there any automation or extension available which can help me with sending these email automatically?Thanks for help.

4747
ScottWorld

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