Automations

Hey there Y'all - I am trying to have Airtable automatically duplicate a record in the SAME table when the status of another record is "approved". The duplicate record would have all the same information except the status would be set to "editing" and the type would be set to"IG Reel". How can I make this happen automatically? THANKS

Hi there 🙂  Im have what is seems to me fairly complicated automation which I did not manage to complete, and would appreciate your suggestions.I have three tables, all linking to each other; Database, Price, and Partners.Database table can be linked to multiple Price and Partners records, but Price and Partner can be linked to only one Database record.I want to create an automation that duplicates all records from Price table linking to Database table, and then link the duplicated records to Partners table. The result will be having Database and Partners table linking to identical, but not the same records in Price table.The automation trigger is single select field in Partners table, set to Create.Thank you 🙂

I am using the airtable gmail integration to send emails. When I send emails, I noticed that no profile image appears for the recipient, even though I have set a profile image in airtable and gmail. How do I add a sender profile image to go with my emails. See below:Thanks, 

Hi fellow Airtable community,I'm having some trouble with an "Airtable > Send Email" automation, specifically in displaying the right time in the dynamic fields populated via the email. I'm using Airtable's brand version of the software and I'm using the new grid of records function (see photos attached). Basically, what I want to be displayed in the data is what is actually in the view (however, the time displayed in the email is about 5 hours off, contrary to the data that is in the view). My guess is because, this is a time zone thing but I don't know how to fix this in the "grid of records" function being used. As this is a dynamic field within airtable's software, I don't know if I can even troubleshoot this issue. Any hel

Hello!I have a client that needs to take a list of passwords and assign the next one off the list to each new record as it is added to Airtable via Zapier. Each new record would get the next password from the list (well, column, really).New User 1 | Password 1New User 2 | Password 2New User 3 | Password 3If I'm not mistaken, I cannot simply prefill that column in my table, leaving the other columns blank, because new records would just be created as a new row below the final password row, ignoring that the other columns are blank. Is what I'm trying to accomplish possible? Thanks for the help!- Phil

Hi all - I feel like I'm overthinking this but hoping you can help. I have a table with some products and a field with a list of variants. I'm using Zapier to loop through the list and create separate records in another table with the product information and variant selected. What I can't figure out is how to delete (or change the record status to deleted) if I remove a variant from the list. Hope you guys have some thoughts. 

Has there been a feature wherein you can filter records that are related to me? Example, I have a field called Created by Now I want to share a view that is created by Me alone I don’t want to create 400+ views just to provide everyone their own I only want 1 view that I can share to everyone but it only filters the record they have created Providing access to the base and telling everyone to create their own personal view is NOT the one I need I cannot share the record of Person-A with Person-B any chance to do this?

Hello all, I have a tenant directory showcasing all units and properties. I have 2 locations with the same unit # but different buildings. I've created a separate column to distinguish the buildings and their identical units. Here's an example:Building #1Building #2As you can see, both buildings have the same unit numbering, the only thing separating them are the buildings. I have an automation to find the respective record, and place that record to the corresponding property - however when it's entered - it keeps going to address "54321 N Ave" unit 201 record instead of the "1234 N Ave" unit 201's record. Here's my automation:

Hi. I find it helps to think of this as similar to updating the number of available stock-items after an order. 😊I have a 'claims' table where each record is a tutor claim - per student. Each claim contains a 'number of hours claimed' field. I then have an update record automation which passes that value to a 'hours last session' field in my 'student' table.Now, in my 'student' table I need a new automation to run each time my 'hours last session' field is updated, to take that value and add it to a 'total hours used' field, Essentially, a running total.It seems simple but I just can't seem to find a way of doing this!Any help would be very much appreciated! Thank you. 

Hi! I am working on building a database to build donor records from donation records, and I'm trying to build an automation that updates any donor's name and contact information to match their most recent donation.The automation is triggered when the Last Donation Date field of a donor record is updated. Next, a find operation retrieves the donation record associated with that date and donor, but working with the donation record from that point consistently produces the following error messages:"Fields" could not be converted to a stringReceived invalid inputsFor example, I try to update the Name field (string) of the donor record with the Donor Name field (formula) of the donation record. I only want to do so if the Donor Name field is not empty. When I check for emptiness in the find operation, it is successful, but if I check for emptiness with a Conditional logic group, it triggers the "Received invalid inputs error."

Hi all 🙂I'm trying to link two tables based on one of two conditions, but am not sure if it works with simple automations or if it requires a script (I'm also new to scripting). I have the following two tables:TABLE 1 contains (amongst other information) vendor IDs that are either the simple IDs or a combination of ID and city code, example:ID100009100014CGN100014BON TABLE 2 contains each vendor and the recipient, for example:Vendor IDRecipientKey100009BER1100

I manage a team of project managers and one of the things I'd like to use Airtable for is notifying our accounting department of when certain billing landmarks are reached so they can invoice. Currently I'm able to set up multiple automations per project for each landmark but have run out of automations. I tried to consolidate by adding multiple project numbers to the same automation or multiple landmarks that would need to be reached to the same project number but need the ability to use "and" as well as "or" in an automation. Right now, it seems I can only use one or the other.For example, I need to be able to set the condition to be as follows so an email is sent when either of the following is met:When 'Project Number' is 'A405' OR 'A406'and 'MLR status' is 'MLR 1'orWhen 'Project Number' is 'A405'and 'MLR status' is 'MLR 1' OR 'Status' is 'Live'Is this something that Airtable supports? Can anyone think of any workaround if this isn'

Hi. My real-world application uses an 'update record' automation to pass the last date and number of hours of a client session to my 'client' table as 'last session'.I need a new automation to run each time that field changes. I want it to look at my 'number of hours allocated' field (each client is allowed a fixed number of hours), and deduct the new 'last session hours' from it, to show 'hours remaining'.It seems simple but I just can't seem to find an elegant way of doing this. Originally I thought it might be possible in a formula, but of course I can't reference the field the formula is in.(I'm thinking of this as similar to keeping track of number of available stock items)

Hello!I'm new here and new to Airtable, but I was looking for some help if it's possible 🙂I have a table with bookings and I want to run an automation at the beginning of every week that groups all the upcoming bookings that are relevant to each individual person in the bookings, to send them an email with an overview of all their upcoming appointments.It's easy enough if I do it for each booking individually, but then one person might receive 3 emails with each booking which I am trying to avoid.I have been playing around with the Find Records function in the automation, where I can create an array of all the upcoming appointments for the week but I don't know how to dynamically find and group the records based on the persons name. At the moment, I just have a list of all the bookings.Is this something that is possible in Airtable? and how can I go about it?Thanks for your time!

Hi, I am having issues with my script (screenshot attached)... can someone help me understand why it cannot find the record? My intent is to have a table record update every field that is a record in the in another table with the content field.

I have an automation set up to find linked records from another table. The problem is, it won't run! It just says in progress. What am I doing wrong? If this is a rate limit issue (I have 458 records), how can it be avoided? 

Hi there - I am having trouble creating automations to change the status of a single select field based on start and end dates.Example 1 - I need the status to change from "Scheduled" to "Live" once a start date has passed. As in, if a class has a start date of 1/5/24, then this record would switch from "Scheduled" to "Live" once 1/5/24 begins.Example 2 - I need the status to change from "Live" to "Completed" once the end date of the class has passed. I set the automation trigger for "When a record matches conditions" If END DATE is before today. The action step is "Update record" but this is where I believe I'm having trouble getting the automation to read the entire table and make all applicable changes.Attaching screenshots of what I tried based on END Date, but it did not work. Any help is appreciated.

Good morning I created a script that displays a result I want this result to be displayed when we click on the button linked to this script thinks

Hi,I am fairly new to Airtable. Sorry for my newbie question.We are looking for a way to trigger an automation:when the Field STATUS changed FROM "Assigned to" TO "Working on it".It's the:FROM "..." TO "..."option we can't find in Airtable.We often use these trigger types in monday.com, but now I just can't find it in Airtable.Is there a way to work around to get this "from" - "to" trigger in Airtable?

Hi,How do you sync PropertyMe properties to Airtable?

Hi all!Maybe someone has solved a similar problem.I'm making a kind of task tracker, but I can't solve the following problem.If a task (record) is created with several responsible people, I need the automation to work and split one record for each responsible person separately, that is, for 1 record to have 1 responsible person, but initially the ability to create a record for several people remains.The resulting flow is as follows:1) A record is created through an interface with several responsible persons2) Automation creates similar records by alternately assigning one responsible person to each record until the number of responsible persons ends3) The first task created through the interface is either deleted or the first responsible person is assigned to itHow can such a problem be solved?

Hello All!I'm trying to make the Airtable search function in Make/Intergromat say "IF a google drive file name contains an Airtable content id, then show me that record" so I can then add the files web view link to the record.  So the finished automation would be: WHEN "finished file" is uploaded to "finished folder" THEN add the google drive link to the records Finished URL field The current formula im using us IF(FIND("{{1.name}}", {Title}&""), "yes", "no")It's "working" but the results are unrelated to the file name... see screenshot What forumla should I use to tell Make/Intergromat to search for the record?

Hey guys, I’ve got several automations set up where the action is sending emails from my Gmail account. However, the “From” name in these emails isn’t aligned to the “From” name on my Gmail account - it’s simply displaying my email address as the “From” name. Can anyone help?

In my scenario, I have a trailer that may have multiple batteries assigned to it. When a battery needs to be removed, the client brings up the battery detail in an Interface and clicks 'Remove'. This launches an automation where multiple things occur:A ticket is opened for the batteryNotes are added to both the trailer (in the trailer table) and the battery (in the battery table).Then, I want to run a script to remove the battery from the trailer.I found another post that was doing something similar, and after much troubleshooting (I'm new to coding), I've got it down to one error that I'm not sure how to troubleshoot. Error: Request parameters failed validation. at main (script:14)A few notes, yes, the input values from the automation are lists, but there will

Hi. Still learning here! This support is invaluable, thank you. 🙏I have an automation that sends an email with when 3 specified fields are 'not empty'. The email contains an invoice as an attachment. I want to make absolutely sure that the automation will never run again on that record under any circumstances, - even if I accidentally change a field and the record records a new modified date/time.Is this possible please?