Automations

Hi everyone,I'm new to Airtable and I'm trying to automate the process of updating fields in a primary table based on records filled out in a secondary table. Both tables share the same ID for each record. The primary table serves as my master record, while the secondary table contains five fields that will be completed via a form. I'm pre-populating the ID in the form to ensure consistency across tables. However, I'm struggling to find a way to automatically reflect the updates from the secondary table in the master record table as soon as a new record is created. I feel like there should be a simple solution, but I haven't managed to figure it out yet. Any advice would be greatly appreciated!

When an interface button is used to trigger an automation, does it leave any kind of trail in terms of date clicked?I am making an interface for a staff member to generate a draft contract, but she needs to do it only once. Since the button is so easy to click, I am afraid of it being generated multiple times. I thought I could somehow put a field showing below it of the date the automation ran. Thanks!

Generally, I've been very happy with Airtable's documentation and what's available in the community.  Not so much with this issue.  I see posts ALL OVER the community about people needing to query a table or view and filter their results (like a typical WHERE clause in SQL).  This is one of the most common questions/issues I see, and yet the support from Airtable staff on providing very clear example code for accomplishing this is between abysmal to non-existent.  I'm no genius, but I'm fairly bright.  Trying to figure out the exact syntax for accomplishing this from the info available is way to difficult!  Come on, Airtable!  Help us out!I'd like to see a new section that supplies plenty of specific script code samples for the most common query filtering, such as...1) A basic string field "where FIELD = 'Some value'"2) When multiple fields need to be included . "where FIELD1 = 'value' AND FIELD2 = 'somevalue'"3) When yo

I have setup an automation to create a new event in Google Calendar. I need it to be an All Day event however, the automation does not create it as such. Instead it is adding an arbitrary time to the event, in this case 12pm.I am using the same Date field from my table as my Start and End times and the date format in the table does not include time. I am also including the same Date field in the All Day Event option when configuring the automation.Does anyone know how to create an All Day event in Google Calendar through an automation?(I do not want to make the Start Time 12:00am and End Time 11:59pm, it does not create the same type of formatting that an All Day event has on GCal.)

Hi hi.I'm stumped. I set up a ridiculously basic automation for a client to send an email at a scheduled time. It's set up as follows:Trigger: at 9:00am on the 15th of the monthAction 1: Find Records that match a condition (billingStatus = Bill By Month)Action 2: Using the records that were found in Action 1, send one email per record. Each email has my client's email address as both the bcc: and the Reply To email. The Run History shows that earlier today, the automation ran once and 4 emails were sent. But my client got 6 emails! 2 were correct and only were sent once = yay; 2 were sent to the same email address twice - one with the right information and one with the wrong information = boo. So it's not happening every time to every email.The attached multipleEmails picture tries to tell the story of what my client sent me using yellow and blue arrows. The emailExample picture shows a redacted view of the automation run history: each cl

Hi. Sorry, but I'm struggling to know how to do this. After my automation sequence, I want to update a date field with todays date to show when the automation ran. I've searched hard here, but I cannot find a way to do this. I've tried a formula in the chosen field to update, but formulas don't seem to be accepted in the 'update record' module.

Hello, I am trying to set up an automation that is sending out all our Purchase orders as an email via a shared distribution list.I can link my account, but I do not have the option to choose the "send as" Example: me@test.com  is my account and I also have access to the procurement@test.com distribution list. I log into my account in the "send email via gmail" automation, but after that it is linked to my private email. I can choose the distribution list as a sender via Zapier, but I would like to cut that out. Thanks for any help and advice

Hi Everybody! since start of the year I've noticed a change in the behaviour of one automation, that is causing me a lot of trouble.In a table I've a formula field that generates the ID necessary to link the record to another one in another table. The automation copy this formula field in the link field and the association is done. The link field as the selection limited to a specific view. Up until recent, this automation as worked very well, but now is not selecting the linked record only in the specific view, but outside of it.Sadly in the table that need to be associated, there some ID that are identical, so the association is not correct anymore. For this reason the selection on the link field on the first table was limited to a specific view, and it worked just fine, but now is not the case anymore.I know that the better solution would be to change the formula that generates the ID of the second table, so that they are unique, but this h

Hello! I have 2 tables in my database:'Employee Directory' with fields: Name, Seniority, Department, and Email.'Equipment Requests' with fields: Request, Employee (linked), Department (lookup), Email (lookup), and Status.I would like to create an automation where, upon the creation of a request (trigger), an email is sent (action) to the manager of the same department where the employee works.After setting up the trigger ('when a record is created'), I attempted to configure an action ('find records') that operates on the 'Employee Directory' table, finding records based on a condition. The condition should be 'where Department is' some dynamic condition. However, I am unable to select a dynamic item for the Department; it appears grayed out and states "Cannot assign list of string to string".Could you please assist me with this issue?

I am using Airtable's "Project Tracker" template which has two tables: 📝 Tasks, timelines, and assignees and 👀 Overview.I adapted the template to my team's needs. I want to accomplish the following,I want my team to update the status column in the 📝 Tasks, timelines, and assignees table.This table is organized so your tasks are grouped by project. There will be multiple tasks per project.In the Overview table, you can see the projects.The 👀 Overview table has a status column (or field) that should automatically update to COMPLETE, when all tasks under the project in the  📝 Tasks, timelines, and assignees have a status marked to COMPLETE.

Hi all!I have two tables, the first is Stores, the second is Customers. They are linked. Customers has a Region single select, Stores a Region multi-select. All of the Region single selects are populated for the Customers tab. I need some help creating an automation or bulk update for the regions of the linked Customers are visible in the linked Stores region field. Thanks in advance! 

For the automation above, I kept getting an error OR inaccurate output. When I would test it out and submit a 90% score, it keeps creating a record as if the score was less 89.99 

Is it possible to add color to the automated email body copy. We are hoping to emphasize certain areas of content to our partners through the use of color. Thanks!

 [SOLVED]  Thank you for your help!UPDATE:I resolved the syntax issue.Hi Everyone! I just need help with the search filters.  TYI am getting an error message, when I run my scenario: “The operation failed with an error. [422] The formula for filtering records is invalid: Unknown field names: 321” I need help with:Airtable filter in the Search moduleI don’t know what the make.com filter syntex is for searching records. I am not a programmer, so I will need step by step instru

HiI tried to get all the records in a table by the associated User.Im used make.com to get this information and when I entered this formula and is not working - SEARCH('user_email@example.com', {user_field_name})Does somebody know what is the correct formula? 

Hi,I've created an inventory and order system using airtable but I'm being held back from having airtable calculate my order cost using a roll up. We sell some products with a special offer, for example, a hoodie normally costs £30 but if you buy two it costs £50. Another example, a pin badge costs £4 but you can buy three for £10. I thought this would be really simple to implement but can't seem to work out a way around it and I'm not clued up on writing formulas.Any help would be appreciated, thanks.

How to remove the v5.airtableusercontent.com when automating posting on Facebook using Make from Airtable

I made an automation to create reminders in my Google Cal. They’re all-day events, which by default don’t show you as busy, but when they’re made through Airtable they’re ticked to show as busy. I couldn’t find a field to change this in my automation. Can I make it so my all-day events made from automation don’t show as busy?

I have read a ton of guides and I cannot figure this out! I'm trying to add a button to an email automation that links to an external URL.I created a Button form field (with URL) to table data and added it to the email automation. But when I generate a preview, the button isn't there it's just the label! (See screenshots)What am I doing wrong? (Please and THANK YOU)

I'm running into race conditions some report summaries automations, and am wondering if anyone has come up with a better solution than I have in placeI have a table that is automatically updated when a user adds values from a csv report. I need to summarize that report with an automation. I have a multi-step automation that does the followingTriggers when a record enters a viewChecks to see if the date of the report is already listed in my summary table with a "Find Records" stepIf "Find Records" length is 0, it runs a few scripts to do math on the raw data enteredHowever, I've found that the automation runs for all records in the view simultaneously, rather than one at a time, so I'm running into race conditions where multiple lines are created for the same report. I know there are other solutions such as running the automation from a button click or at a scheduled time, but those are not options for me at this point. Any advice?

Is there a way to share a script between a record-create automation and a record-update automation?

I have two tables in a base named Appointments and Revenue. I use Zapier to send appointments and transactions from my CRM to Airtable. The appointment records include a Technician Name. The revenue transactions do not and cannot include a Technician Name. They both, however contain a Job # field.I'd like to create an automation that is triggered when a new revenue record is created. It would look into the appointment table to find the Job # that corresponds to the Job # in the revenue record and returns the Technician Name from the appointment record and populates a Technician Name field in the revenue record.Can anyone tell me how to do this (assuming it is possible)? Thanks!

Hi everyone!I use airtable to manage my business, a monthly subscription for football shirts, developed on woocommerce.After each order from my customers, an entry is created describing the order in question (customer size, address and all the information needed to prepare the order).The problem is that a customer who has a subscription for the year creates 12 independent entries for me, so I don't have the possibility of noting useful information and they remain on the customer in question, airtable and woocommerce don't consider the occurrence with this same customer.Ideally, I'd like Mr Smith, who has a subscription for the year, to have a "file" that updates automatically thanks to the occurrence of the surname + first name + address so that I can note down all the particular requests or wishes of my customers month after month, with feedback on each of his requests.Sorry for my horrible aglais, like a good Frenchman I use translation software

HI,Is there a way to trigger an automation an hour after a date time field is set? For example I have a field set to Feb 4 at 3:00 PM, and an hour after this time set i.e. at Feb 4 at 4:00 PM, I want an automation to be fired?

Hi,I am trying to automatically create or update records based on certain criteria from another table. It's to create invoice with line items. The process is the following:1. if a record's date field is today, create a record in table A.2. then find a record with the same client in the table invoice, 3. if not found, create a new client record in invoice table with a line item that is linked to the newly created record from table A.4. If find the client, then append the line item field with the new record from table A.The problem is that sometimes there are multiple records matched in the first step of the automation, then both try to update the line item field in the invoice table and the later automation run overwrites the previous run.I imagine there could be problem if no client found then two clients records would be created in the invoice table. I haven't encountered it in my testing yet.What's the recommended s