Automations

Hi fellow AT users. Please forgive this long post, but if you have the patience to read through it, I know there is a super smart person out there who has a creative solution. My boss wants to share an org chart link with other people in the company without them having to login to AT. I know how to do that. I also know that I can find the URL to the org chart so it can be shareable. I have learned I can also share the base publicly with a passcode - so far all is good. However, as you know, you can click off the link and view the entire base contents which is what we do not want.We cannot afford the Softr Business plan each month (non profit - even with their 30% discount) so we have to manually find a creative solution.We thought we could sync a limited view to another base and create the org chart there but with one way sync, it doesnt allow the links and the org chart cannot be created as such.Here is where automation comes in. We had the idea of exporting the base views w

Hi, I'm really new to scripting and despite a bit of ChatGPT help, I haven't got anything to work yet. I'm hoping that with a basic bit of help here that I can get going with my relatively limited coding knowledge...I am doing a "when a record matches conditions..." trigger, and then hoping to find at records that have a start time of 00:00, update it to 09:00. this is because I'm hoping to drag/drop bookings onto a timeline and they default to 00:00 to 00:00 which doesn't work for our bookings system. I've found the field, and I can see in the record info, the {start} field shows (eg) 24-01-31T00:00:00.000Z.I figured the easiest thing is to add 9 hours to that, so I'd started with this:// Retrieve the start date-time from the input variableslet startDateTime = input.config().startDateTime; // 'startDateTime' matches the name given in step setup// Check if startDateTime is providedif (startDateTime) {// Parse the start date-time string to a Date objectlet startDate = new Date(star

Hi friends, I am having a problem when pressing buttons from the app in an interface that I made, it throws an 'Invalid permissions' error. Does anyone know why this might be or how to solve it? Thank you very much!

I have a table in airtable with a field called 'Logos' which is of type: Attachment. I am using Make integromat to pull the logo urls which get populated in the Mailchimp Create Campaign module (that uses HTML layout). When I see the campaign being created , I see the logos but after a few hours I see that the same campaign does not show the images. Is there a reason for this? Please let me know if there is a resolution to this.  Thanks in advance!

I am looking to update multiple linked records w/ the current time/date in one table when a button is clicked in another table.Here is a screenshot (shows checkbox, but a button would be my preference).I tried creating an automation but if I understand correctly it is not possible to run an automation on multiple records. So I believe I may need a script.I know enough to be I can make small edits to a script but if someone could help get me started and confirm if this is possible it would be a big help.Any and all guidance welcome and appreciated. Thanks!

Hi! Enjoying the automation features of Airtable. It would be great to be able to sort the records found via the “Find Records” automation before sending them to the next step. As of now, they are sorted by the time the records were created, which is logical but seldom what we’re looking for. Thanks!

My Customers book appointments through google calendars. When they book I want their info to be added as a new contact in my airtable base. The issue is that the info doesn't show up clear and their email, phone number, and name all show up as one massive gargle with page breaks and such. How can I tell airtable what info to pull for what column (name, email, phone number)? Also, Once this data get cleaned I want to set up an automation to add that contact to google contacts so that when someone calls their name shows up on my phone. Is there a way to link their airtable customer history to their google contact? 

Hello everyone,I have two tables. Table 1 contains campaigns and table 2 contains events. The events can then be linked to the campaigns with a linked data record. Now I would like a notification to be sent to the creator of the event if something changes in the campaign.I would also like to display both the campaigns from Table 1 and the events in a timeline overview. How can I do this with values from two tables?Thank you and best regards.

In AirTable, I have 3 Bases; ● One base that includes a table with all student records ● One base that includes testimonials ● One base that includes a record of all questions submitted when we do a Q&A How can we merge all these bases into one base and ensure that everything is linked?

Hi there.I am trying to create a voting system in airtable. Basically, I am hosting an awards show kind of thing (think oscars kinda structure) where people are nominated for awards, and judges vote on the nominees. There are 2 rounds: round 1, each judge in each award catagory individually rates each nominee by a set of 5 criteria; round 2, all the judges from every award get together and vote which of the top 3 from each award should win the award. I am currently finishing up round 1, and am running into a few issues. The issue that I would like to address here is about a "Power Point" or "Je Ne Sais Quoi" point that each judge is able to give 1 nominee per award (its basically there so that if a judge thinks one nominee deserves an extra point they can give it to them). The issue is that as my base is set up right now, a judge can add this Power Point to multiple nominees. Ideally I would like to make it so that if a judge decides to add the power point to another nominee, it r

I'm trying to use this feature of passing the name of the user logged in to the record when a new record is created and it is just not working and for the life of me can not figure out why, clearly I'm missing something. 

How to create a checkbox inside a field Send Email. Need steps.

I have an automation set up that sends an email (through gmail) based off a row.I want to send this with an attachment where the attachment is the same for all users or it is provided as a lookup field based off a value.i.e Option 1: Send all users the same attachmentOption 2: Depending on the value of a field send one of 3 attachments However it seems that with the gmail automation we can only send attachments from an attachment field in the row. So I can't just choose the attachment or point it to a lookup field.Are there any workarounds for this? I've considered Zapier/SendGrid as alternatives but would prefer not to.

Hi allany ideas how to solve this problem?can this be doen with the automation or do i need someone to write me script?night shifts should be split per day, if the time span is over the midnight insert a new row with the working times (Hours) on the next day ... or something like that?  Thx!  

hello every one.Now i am having few risks.My risk iswhen the record is updated or created in wordpress table, that data have to sent to airtable sync.help me please.thank you for any help

I am working on two tables of independent data: Tables A and B. The common denominator for each table is that they have a date value that I and other team members need to track.I've been able to create an automation where every time a new value on Table A or B is created, a new record on Table C is also created -basically copied- with values from A or B that are relevant for all those accessing Table C.Where I'm getting stuck is when I update anything on Tables A and B, I'd also like to automatically update the data on Table C, specifically dates but every now and then other values. This would be a simple fix with link to record if I wasn't pulling data from two separate sources, and I can't seem to find how to set up the right automation I need. This is where I am:Trigger: When any relevant value on Table A is updated,Action: Update Record on Table C <-- What record ID should I use? Ideally what I want to tell Airtable is that based on the common serial # from Table A and

Having a strange issue where my automation script reports successful and appears correct, but doesn't actually do anything. It's a fairly simple when record is created update the record fields from an API call.I've attached the script below, fairly new to Airtable and JS, although not to coding in general.Any help is appreciated!  let table = base.getTable('Cards'); let inputConfig = input.config(); let apiResponse = await fetch('https://api.pokemontcg.io/v2/cards/' + inputConfig.updateId); let info = await apiResponse.json(); let setAll = [ info.set ]; let setImg = [ setAll.images ]; let imgAll = [ info.images ]; let tcg = [ info.tcgplayer ]; let cm = [ info.cardmarket ]; let recordToUpdate = inputConfig.cardId; await table.updateRecordAsync(recordToUpdate,{ 'Name': info.name, 'Supertype': info.supertype, 'Types': info.types, 'Set Name': setAll.name, 'Series': setAll.series, 'Set Symbol': setImg.symbol, 'Set Logo': setImg.logo, '#': in

Hello everyone!I'm new here, really could use some help. 🙂I would like to create multiple linked records in an easier or automatically way.I'm building a holiday calendar, the image below shows an example of what I seek. I need to fill in the city and the person's name (approximately 15 dates per city and 30 names), but without manually filling in the data.I already have another table with all the dates and names per city in linked records, but couldn't find an easier way to organize and load this information into this new table.Any tips?Thanks!

Hello, does anyone know if it is possible within the use of Airtable with Zapier or even just Airtable to create an automation where the automation will search for a number of different pre-defined strings and count every record where it exists, then write to a table to record the count for various timeframes like day, week, month, year? If not exactly that, can be a more simplified version. As long as I can define certain strings I am searching for and have it count and record for a given time period - day, week, month, etc.Request Details contains large text and for any record , Request Details could contain one or more of the string matches I am looking for. Would it be better to create an automation which searches Request Details field for the string matches I am looking for then create a linked record for every string match before accomplishing the original ask?For example: I have a field called Request Details. I want to be able to search for certain string matches like Strawberr

Forgive my ignorance but I am new to using automations and cannot for the life of me figure out what's going wrong.I am trying to set up an automation to do 2 things:send an emailupdate a recordThe trigger and email portions test fine, but I can't get the Update a Record action to work.It seems to me that it must be something within the Field I want to update - I am trying to have it mark a checkbox once an email has been sent.Any advice appreciated!

I have created a form for team members to submit their "updates on contacts" in our Airtable Database. The field updating actually removes previous content from the field and then updates to the new field submission. What I would like to do is have the automation "add" the new submission to the content that is already in the field. How can I do that?For example, we have a Notes field with previous notes already entered. We would like to keep these old notes but add the new notes to the column when the team member submits the form.

Hi alli'm struggling with an automation and i have done my fare share of research before i decided to create this post. i have a table to track multiple account if the bank matches the books.  Here are my fields: Account, Date last matched, Status My goal is that when the date of the last matched is TODAY the status should be UP-TO-DATEIf the date of last matched is YESTERDAY the status should be UP TO YESTERDAYand so on, see attached screenshot.I have tried different automations but i couldn't find something that would work.Here are some of the stuff that i tried.     

Hi all!I'm trying to build an automation that's very similar to something like the automations found in platforms like Asana, Monday.com, etc. but I'm getting errors and can't figure out why. I'm sure it's very simple, but I need help!I'd like to set something up where if someone changes the status of a single dropdown from ANY record in a table, that it will update the status of another single dropdown from that same record.EXAMPLE: We're creating a content calendar for our social clients. If we have records for POST A, POST B, and POST C, I want it so if someone changes a single dropdown labeled "Copy Workflow" to "Copy Approved" that in POST A, that it updates the status of another single dropdown in POST A labeled "Copy Status" to "Approved" automatically.While I fully understand that I can create an automation dedication to POST A, there's going to be a LOT of different records (or posts in our case) being made constantly. I can't be making new automations every single time a reco

Hello, As the image uploaded in Airtable returns the URL of the image, I want to convert the contents of the URL(image) to base64, btoa() converts the URL to base64 but not the content of the URL (Actual Image), I want the uploaded Image in base64 format. Is there anyway to do this inside automation script? Thank you

Afternoon,I've had 2 ideas recently whilst building a lot of automations. Please do say if they already exist and I've missed them.When creating an, "Update record" action, please auto-fill the "Record ID" with Trigger item's record id if it's from the same table as you're updating.1. Every time I'm building an automation, if I'm updating a record on the same table as the trigger, the Record ID, is the trigger item's Record ID. Could AT autofill that Record ID token? Or maybe, a quick function link underneath the input box, "Use trigger record's Record ID" which fills the box when pressed.2. Is there a shortcut key to access the dynamic variables in a field, please? Often I'm filling in a Field in the automation type some words, but have to move to my mouse to press the plus button and access the data key explorer.Instead, maybe like how an "@mention" works, could we write an "@" (or similar) in the field box, and it auto shows the "choose data" box with the search field in focus.