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  • 16,168 Replies
5191 Topics
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furucia2023New Participant
posted in Automations
Automatization when a form is summited and update a record from other table

Hi everyone, here is my situation: I'm working with KPIs and must record the people whose projects have been trained.  I'm using forms to collect the participant's data. So I have:Table 1 "People trained": the table where I have the forms and the data collected about people trained is stored.Table 2 "projects":  which is the one where I have the project data and want to update their KPIs when a form is summited. So my idea is to have in the table "projects" a count of people by the different KPIs registered in the table "people trained," for example, I'm looking to have in each project record the number of women that have been trained under the framework of that project. So, it means that every time a form is submitted, each project record needs to be updated.I already have linked table 2 with Table 1 by the projects field using the "Linked records" type, so when a person fills out the form, they can manually select the project that belongs to the activity they are parti

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kofalInspiring
asked in Automations
Help with airtable matching record script

Hey everyone,I am slowly moving forward in my airtable scripting journey. What a ride so far. I would need some advice on best proceeding to finalize my script.Context:I created a script triggered from a button, to match client records with potential real estate properties, based on a set of preferences such as the number of bedrooms, the type of view, or some house features. The script does the following steps:- Fetch the criteria value from the record used for the automation (the client)- for each record in my property listings, it calculates a base score for each criterion (0 to 10)- It applies a weight point system to the criteria scores and outputs a Total property score (normalized from 0 to 10)- I then slice the top 10 properties and link the IDs to the client record under a specific linked field. Can't lie, as a no-code person, it took me a few days to get there.Currently, the criteria weight points are fixed, and stored in a const. This works but some extra flex

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Arthur_Tutt
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Stephen_TurbanParticipating Frequently
asked in Automations
Tracking an email reply and linking it to a record?

Hi Everyone! For our base, we do a lot of emails out to external people (students, contractors, etc.) . We generally want them to reply to our emails and so we set up other automations to bump them if they do not fill out a form. One issue we have is that often times people will reply to our email but not fill out the form. We're not currently able to address that - and so have to manually record that they've replied in the base so that we don't bump them. Has anyone found a workaround to track "email replies" such that we don't keep bumping them? I know usually this is done by attaching some sort of cookie to an email or similar. I know this is possible in Hubspot sequences, but I haven't found a similar solution in Airtable. This would be a big win if we could have something like this! 

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ScottWorld
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EdAirtableNew Participant
asked in Automations
How do I get a simple selection to change base in if a number is less than X?

Hey! Thanks in advance for the helpThis is my problem, and I know how basic it sounds but I haven't been able to get this done! I'm creating an automation and Im setting it up so when a record matches a condition (WPM (numbers column) is not empty AND is less (<) than 35) updates a record (Candidate stage (simple selection) to --> Rejected)But what it does is its sending all numbers (less, equal, higher) to Rejected except when WPM is empty (at least that worked) I've troubleshoot as a maniac and nothing seems to work out - Any idea?

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Arthur_Tutt
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Markus_WernigInspiring
asked in Automations
UPDATE RECORD AUTOMATION creates "something went wrong email" despite working

I am confused. I set up an UPDATE RECORD AUTOMATION that seems to work in my 2 test tables, but it still creates error messages sent to me by Airtable.I have two tables to test this: The first one is CONTACTS MAIN with the following fields: This is the second table: CONTACTS AUTO with the following linked field and lookup fields. This is an alternate version of CONTACTS MAIN with EMAIL as the primary field, which I need for certain tasks. The second CONTACTS AUTO table links to the primary NAME field of CONTACTS MAIN and pulls in all the other information as lookup fields.I need to keep the two tables in sync. So, I created automation. Whenever I add a record to the main table, it creates the same record in the second one. I also set up an automation that updates every record in the second table that I tweaked in the first one. This automation also works, but it creates Airtable error notifications.Would someone with automation knowledge be kind enough to review what I did? I

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ScottWorld
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TyeNew Participant
asked in Automations
How to create an Original Start Date field from the Start Date field on a project

Hi there,I want to create a new field called "Original Start Date" and this will be populated from the "Start Date" field when someone enters in a new project.  Like a lot of projects the Start and End date moves a lot.  We want to reference back to when it was first originally entered in.Where do I start?  Do I create a new field in the "Projects" table called "Original Start Date" and then create an automation the populates this from the "Start Date"?I was referencing this article that mentions creating an automation.But I don't know the steps in connecting the two.Any help is greatly appreciated.Thanks!

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Kenneth_Raghuna
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Egor_VoynovNew Participant
asked in Automations
You cannot run scripts on the current billing plan

Hello! Can you plese help me with automations and billing? I switched to the Pro plan and cannot run the script.

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Scott_MullinInspiring
asked in Automations
URL markdown not working as expected

Hello,I am designing a base that needs URLs with markdown in this format:[text to display](https://my.url.com)However, when I try that... that's exactly what it looks like. I'm using long text fields with rich text enabled. I've tried a bunch of variants, including many I've seen in this forum, and it never shows display text -- always just the text exactly as entered. Whether or not the URL is interpreted as a URL is also an issue. It works sometimes, but no others. I'm using google Chrome for what it's worth. Is there an issue with my syntax?Regards,Scott

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maximecometNew Participant
posted in Automations
Limit of automation runs reached ?

I've got an issue with my account, as Airtable is displaying that I reached my automation limit (50.000 / 50.000)Actually, I only have one active automation in my whole workspace, triggered by the creation of a record, and I only create approximatively a dozen record a day.I dont understand how my limit can be reached that quickly, and apparently this is the case every month, my automation limit is reached after 2 or 3 days.Have you already faced something like that ? I currently have the Pro Plan, and I don't know if this is the good place to reach someone that can fix my problem and more importantly explain to me why this is happening. Thanks you very much !

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Bhumi_SparshaNew Participant
posted in Automations
Importing Recurring Google Calendar Events

Hello, I am using Automations to keep my Base in sync with a Google Calendar. Specifically, I am importing Google Calendar events into AirTable. For one-off events, it works great! Creations, updates, and deletions get mirrored pretty well. However, when I create a recurring event in Google Calendar, only one row gets created in my base. My automation trigger is set for “when an event is created in Google Calendar” and the action is “create a new row”. If I create an event in Google Calendar that repeats every Monday for one month, I would like 4 rows to be created in AirTable Does anyone know if this is this possible with Automations? Thanks so much!

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vanessamarie1New Participant
posted in Automations
Slack Actionable Message Failing

Is anyone else having problems with slack sending an actionable message? 😣everything was working fine until Monday. My regular slack message automation is working fine! I disconnected and reconnected the my slack account to airtable. I also ensured my Slack had the airtable app integrated. All I see is the following message but I do not see what the actual error is. The channel and slack account is correct. The trigger also works perfectly. SOS. 

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Arthur_Tutt
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CJ12New Participant
posted in Automations
Ad-Hoc Emails to Non-Collaborators in Team Plan

Hi, My organisation is on the Team Plan with budget allowing for only one collaborator. We need to email read-only users and / or external emails (max 50 recipients per email) but I'm unable to find out so far if this is possible without being charged. I'm also struggling to find the limits on these type of emails. I've attached a basic example of a select number of records which I wish to share in an email. Would appreciate if someone could advise / tell me a better approach! Thank you. 

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Arthur_Tutt
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OmerFilosofNew Participant
posted in Automations
Runing a script

Hello! I would like to set up automation using "Run a script" that adds to a table new rows from a name that I give with running numbers. For example:"Good Morning 1""Good Morning 2""Good Morning 3"......This is the script that I use now, the output is"Good Morning 24""Good Morning 25""Good Morning 26"......output.text('Create Saga Tasks');const assetBuilds = base.getTable('Asset Builds');const sagaLanes = base.getTable('Saga Lanes');const sagaEpisodes = base.getTable('Saga Episodes');const tasks = base.getTable('Tasks');const taskBundles = base.getTable('Task Bundles');const sagaBundleTasks = await taskBundles.selectRecordsAsync({fields: [    'Automation Type',    'Summary',    'Scope',    'Product Default',    'Copy Default',   

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es_askNew Participant
posted in Automations
how to display alert or message box

I am new to Airtable. I have created an interface, but I am struggling to figure out how to display alerts or message boxes to the user in the interface if they are open and not taking any actions for a certain interval (like five minutes). Ideally, I would like to display a help dialog where they can search for or see a link to another page. I don't know if this is possible, but I would greatly appreciate it if anyone could guide me.

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ScottWorld
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RasmusNew Participant
posted in Automations
ReferenceError: btoa is not defined

Hi all,I've found a script that I've used as a script app to compress all of the images in my tables. Now I would like to turn that into an automation, so when I upload a new image it will use my tinypng account's api to compress the image. I've changed the script a bit in order for it to work as an automation but I don't know how to fix this error. My code: // Modify these to your own values. let tinyPngApiKey = '00000'; let airtableAttachmentSource = 'Billeder'; let airtableAttachmentDestination = 'Billeder'; let airtableColumnToLog = 'Billeder'; // Don't change these unless you know what you're doing. let table = base.getTable("Anlæg"); let view = table.getView("Alle anlæg"); let queryResult = await view.selectRecordsAsync(); for (let record of queryResult.records) { let attachments = record.getCellValue(airtableAttachmentSource); let compressedImageUrls = []; if (attachments && attachments.length > 0) { // Iterate through each attachment in the fie

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Arthur_Tutt
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unserrerParticipating Frequently
posted in Automations
Running automation by pressing button - going round in circles

HelloTrying to do something very basic.I have created an automation where all the steps confirmed as working except the trigger which is a button trigger. My understanding is to connect a button to the trigger I have to select it in the interface.So I go to the interface, add button but under Choose Automation no automations are showing. Quick Loom here.Any help much appreciated!

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Arthur_Tutt
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Travis_ThompsonNew Participant
posted in Automations
Autofill Date Formula

I am attempting to find a formula that will create a continual weekly release date when I create a new topic for a podcast.  For example, if I were to have a release today and I were to open a new row, it would automatically populate a week from now in the date, so on and so forth.

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OLIVIER_NIELNew Participant
posted in Automations
random

Hello everyone,I am currently working on a database in Airtable where I need to automatically generate a random number from a specific list of numbers for each new entry in my table named "Article". The list of possible numbers is as follows: [1448, 800, 140, 105, 106]. I want each time a new record is created, one of these numbers is randomly selected and inserted into a column named "Nombre".I tried using built-in formulas in Airtable, but they don't seem to work as I wish. I also tried writing a script in Airtable's Scripting app, but I haven't been able to get the desired behavior.I wonder if anyone has encountered a similar issue or if anyone knows how I could achieve this, either with formulas or with a script.

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Alexey_Gusev
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Curious_CarrotNew Participant
asked in Automations
Populate multi-select field based on text match in primary field

Hello! I would like to set-up an automation using "Run a script" that checks the text in the primary field [Name] for a matching value in a multi-select field [Topic] and then populates the field with the matching value. Would greatly appreciate any help with creating a script and automation that can accomplish this as I am unfamiliar with scripting. Included sample data screenshot for visual. The real dataset has ~ 20 selection options.The process should look something like this:1) Record is created2) Script runs3) Record UpdatedThank you!

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CharlieMullinInspiring
asked in Automations
Copy data from one field to another in the same table

What's a good way to copy data from one field to another in the same table?Currently, I have data in Field A that I want to copy to Field B because I want to deactivate Field A (probably hide it.) Then, going forward current processes where data was entered via a form to Field A would instead be entered into Field B.So, this is a one-time need but there may be other changes in the data structure where having an automation in place that performs this task would be handy.If this is an automation, I'm not sure what to use as a trigger.Any ideas are welcome.

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LethokisNew Participant
posted in Automations
Automation to copy rows based on formula

Dear Community,I do have a table with a formula field, which tells you how many times a row has to be copied.I did set up an automation which tells you to copy the row, when formula field is bigger than 0.What I can't figure out is how to tell the automation to stop copying once the desired number is reached. Is there a way to achieve this?Thank you.

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kuovonne
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jwagInspiring
asked in Automations
Scripting - If I change a field name that has been referenced by a script, will the script break?

Hi guys,Simple question really:If I change the name of a field that has been referenced by a script in an automation, will the script break or will it update automatically?I daren't test it and unfortunately I don't know how to script to create a test one.Thanks

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ARiiosParticipating Frequently
asked in Automations
Sales Total

Hi! I think this is simple, but can't figure it out...I have a base where I have a “Sales“ tab, here I have the date, client, and price sold. This tab has all the sales for the entire month. I can make a new “Daily view“ and filter by date, so now I can see only the current date. I can see totals here...I need to have an automation send me the total sales for the DAY. I can get(find records) the “Daily View“ from the sales tab, but I can only see a list/grid with numbers for each sale... i want to see a TOTAL DAILY SALES.Help! 

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fmannParticipating Frequently
asked in Automations
Create record failed to create a new record

Hello All,I have an automation that uses a for loop to create a new record based on input from a form. When the automation is tested in "run as configured" mode the new records are created as expected. However, when testing live the automation fails to create the record. However other aspects of the automation completed correctly so I know the automation is triggering as it should. The fact that the tests are working correctly makes me think that the issue lies with something on the Airtable side and not the automation side. Could this be the case? Thanks!

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fmmNew Participant
posted in Automations
Unwanted duplicate notification from Automation

I have set up automations to send messages to Slack channels when specific conditions are met. These automations function correctly, displaying the intended bot name and bot icon. However, I've noticed an issue over the past few weeks. After an unpredictable amount of time, usually about an hour, Airtable sends a duplicate message with "Airtable" as the bot name and the Airtable icon as the bot icon. I'm unable to find a way to prevent or deactivate this secondary notification.Your help would be greatly appreciated. Thank you.

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ScottWorld

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