Automations

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." If I continue with the update operation after a successful find

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 IDRecipientKey100009BER1100009BER100009BER2100009BER100014CGN1100014CGN100014CGN2100014CGN100014BON100014BONNow, I would like to link the tables under the following conditions:1. If the Key in TABLE2 is available as an ID in TABLE1, the records should be linked2. If the Key in TABLE2 is not available as an ID in TABLE1, but the vendor ID in TABLE2 is available as an ID in TABLE1, the records should be linked via the vendor ID3. If none is available, there should not be any linkI tried linking it with two different automations, but the auto

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't readily available. Thank you so much.

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 only ever be one value in the list, which is why I used JSON.stringify. I also suspect the code in line 13 may be wrong.Thanks so much for your help!Code:   const inputConfig = input.config(); const inp

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?

I've having a little bit of trouble wrapping my head around this automation. I believe I know how to do this using multiple automations but I'm wondering if there is a way to get it all done in a single automation.Table 1 essentially calculates payments to submit to contractors for each "job". Example of relevant fields in a single job record:Joe payment = $100Sally payment = $150Bob payment = $80Jane payment = $0Bill payment = $0Table 2 includes ALL transactions for the business (income and payments). Record entries linked to a single "job" may look something like:TRANSACTION STATUSCATEGORY (single select)AMOUNT ($)CONTRACTOR (linked field)ProcessedIncome$800 PrecessedMisc Expense$120 ExpectedContractor Payment$120JoeExpectedContractor Payment$120SallyExpectedContractor Payment $70BobWhat I'd like to do is set up an automation that triggers when a new record is added to Table 1. The automation then:Check Table 2 for records linked to the same job referenced in the new T

I've read the solutions for how to update a multiple select field without overwriting via automation. However, I have a bit of a wrinkle—this doesn't seem to be possible when using a Repeating Group.The background:I have a list of live performances in a table called Shows. I have a list of performers in a table called Artists. The two tables are linked via a Linked Record field so that Artists (one or more) can be added to specific shows.Some Artists perform on shows year after year. I have a multiple select field in the Artists table for "Years Active."The desired automation:When an Artist is attached to a show, I'd like the "Years Active" field in the Artist's record to update to include "2024" in addition to any existing years already in the field.The issue:Normally, I would insert the current value of "Years Active" followed by a comma and then "2024." However, the only two fields I can insert are the record ID and name field. This seems to be a limitation of working within a Repea

Hello everyone! I'm fairly new to Airtable and have a question as I'm building my database.I've found it helpful for me to assign "focus times" for tasks independently from their due date in previous systems, so I added a Single Select field named "Status" that has several options: Today, Tomorrow, This Week, Backlog, Completed, and On Hold. I have attached a screenshot of how that looks.Is there a way to create an automation that (at midnight) automatically updates anything with the Tomorrow status to have a Today status instead? I was able to create an automation to change a singular record, but I failed to find a method to update them all. I'm not sure if it's impossible, or if I just don't understand automations enough yet.Regardless, thanks so much, and have a great day!

Hello all, I have a question, and hopefully there's some type of solution to this issue. I managed 3 properties, but for now - we can just focus on 1. Property A has a total of 100+ units. When an end user fills out the form - they type in the unit number - and this is how I have my automation set up:As you can see from the above image, I have a find record and it will update that record for it's respective tenant. Example: The concern here I'm facing is, because Property A has 100+ units, is there a simpler way of creating automations to find records for each unit?Here's a view of the configuration for Property A, finding the "101" integer:Essentially, the goal is to not create 100+ automations for this property to statically assign each unit, but my fear is maybe I have to?I hope I articulated this!Thanks! 

Hey y'all, hoping you can help me solve a thorny issue. We use Airtable in a big way across all of our teams, and we've built a Daily Duties board to give ownership and sightline to the must-happen daily needs of the business. Individual team leads assign their team members to the tasks weekly.The issue I'm having is in maintenance - currently we are duplicating the empty records weekly which is cumbersome and time intensive. I'm sure there is a way to do this via automations, but the issue I run into is date/time fields - running an automation to create records at a date/time, but neither configuration for start/end time - static or dynamic - is getting me what I'm looking for. We have both a start and end time so that it can be easily shown in a calendar view like the attached image. Any advice? I've bopped around here on the boards for a bit now but haven't found a particular case that matches what I'm looking to solve. Thanks!

I am working to automate a process that feels like I should be able to script but have been struggling. Admittedly I am new to scripting so I may not be understanding how to structure this, I have asked around, tried to get an assist from Chat GPT, and poked and prodded this along but the final outcome has eluded me. Let me break down the intended function and drop the code in. Any help is greatly appreciated.  Intended function:The automation is initiated when a record enters the "Meetings" view of the "Connections" table, there is a text field called "Attendee Emails" where a formula has collected and concatenated emails using ", " as a delimiter. We are passing that through to the script as an input variable called "attendeeemails". What we need is for the automation to go through the string stored in "attendeeemails" and pull each email out one by one, and check each individual email against the "Email" field in the "Full view" in the "People" table. When any individual e

I’m using the Send email action in automations but having a problem with the signature line. I want it to be: Katherine Kasmir Executive Director BRITE But it shows as: Katherine Kasmir Executive Director/n BRITE Is there any way to get it to look like the top version?

HiI would like to create a number field "recall" that each time the record is update make something like that: recall = recall +1.I used the automation with the update record filter and I try to apply formula on the recall filed by used a formula like tahs: SUM({recall}, 1) but it is returned an error about the format of the value.Do you have idea how to increment the value?For the moment I fixed by add string +1 and the result is "+1+1+1+1+1" for each time the update is execute.Thanks

HelloI want to copy one cell into another when the first cell gets updated. I have a formula field that generates an output: eg. Monday, Tuesday, FridayAs soon that the formula field gets updated, i want to copy it in to a multible selection.It is important, that not the whole row gets copied only the cell with was updated.Thanks for yout Help!