Automations

Hi, I need help on the automation that I'm currently building. The section where it says "From name" on the Airtable Automations is not working. The email being sent is still the actual email address used, I want it to be the exact name of a person and I have linked the value on the section correctly, but still I'm having issues.. Hope you guys can help me figure out. Thanks in advance!

Hello, I need some help to find a solution for this task:I have two tables, on contain a columns called small, tall and month. The second table contains the columns small_december and tall_december.I need to write a script that looks for the record month of the first table and names of the columns if they contain the word, in this case December. if the condition matches the data will be copy from table 1 and bring it for table 2. 

Hi everybody!I managed to sent emails from linked table. But now I ran into a problem. I have two linked tables, one for RMA requests from customers and another for a list of repairers with their emails. When I want to send a product to the selected repairer, I want it to be sent to an email that is entered in another table of repairers. This works, but many times it sends the same email to other emails that are in the same table (so it sends an email to the entire list of all emails in this table). When I was working on automation, I used lookup field of the email address of the srepairer from the second table and sent the email from the first table (customer requests, because it is related to a specific product and customer). In the automation for the "to" field, there is no way I can select anything other than a "list" of emails.. could this be the cause of my problem?I had sooo much trouble building the automation because in most cases it always gave me an error that "to"

I have two tables that are linked to each other: Candidate Table and Position TableEach candidate record has contact information (email) and is linked to a specific position record which also means that each position record may be linked to multiple candidate records. Each position record also has a status: Active, On Hold, Lost, etc.I would like to be able to send automated emails to all candidates linked to a position that has changed its status from Active to On Hold to update them on what's going on. What would be the best way to go about this automation?

Hi all,I am curious to learn more about what linked and un-linked data can be used in the 'Find Records' action in Automations. This happens frequently, and I am fairly sure that it is related to field data types. Linked record fields can only be used in certain instances, and lookup fields can only be used in others. Sometimes I have had to create 'String' fields through formulae to lookup other records. My ask: does anyone have any links to learning resources or documentation where i can learn what the limitations/benefits of certain field types are. We are managing the database through a front-end, and no fields are updated manually, so the vagaries of these data types and their capacity/limitations is quite a challenge!An example of my issue is included in the screenshots attached:For reference, I am working with 5 tables:UsersIn some cases linked to OrganisationsIn some cases linked to PropertiesPropertiesLinked to UsersIn some cases linked to LeasesUnitsLinked to Proper

I'm working on a project involving the 'Schedule Campaign' table in Airtable and need advice on implementing a specific logic.Problem Statement:In the 'Schedule Campaign' table, users can add an investor and link multiple startups. This data is then used to create a Mailchimp campaign based on a template that only accommodates data for up to 6 startups. The challenge is ensuring that no more than 6 startups are added per campaign, as the system currently allows adding more linked records than needed.Current Ideas:1) UI Prompt: Add a text note in the Interface requesting users to add only 6 startups. However, this relies on user compliance and doesn't prevent the addition of more records.2) Airtable Automation Script: Implement a script to check each row for more than 6 linked startups. Excess startups would be moved to a new row with duplicated investor details. This approach involves scripting, which deviates from a pure no-code solution.3) Make Integration: Leverage Make to construct

Hello,I want to make an automation to send an email at a specific time. When I choose the trigger "at a scheduled time" and go to write the message of the email, I can write a message, but I cannot input any data from the base. When I click on the blue plus sign in the upper right corner, the only options are "actual trigger time," "expected trigger time," and "next trigger time" (pictured below). How can I pull data from the base, such as "dear [insert name]"?Thank you.  

Hello everyone, Please I need your help I would like to send out an email with two answering options referenced from my table in my base and the user should just be able to pick one option in the email with just one click and automatically the value are being transmitted into the base directly without opening the form. I don't want any form to be seen after pressing the button I just want it to be submitted automatically.What i have done is to create a form and write a prefill url formular that prefills the form with the option and an extra field that will also be prefilled that works only in the base but when i reference it in the email and preview it doesn't appear at all in the email.Would it be also possible for the form to be submitted automatically once the button is pressed ?I would really appreciate any suggestion or insight Thank you.

I want my automation to update the record when it is complete and then remove or delete any/all the attachments in a particular field, how can I do this?

I want to automatically copy a specific field from one table into another table. This needs to go to a specific airtable id - is this possible? 

HELP! I have a base with a table where I have collected submissions for an upcoming conference. There are fields for Speaker 1 Name, Speaker 1 Email, Speaker 2 Name, Speaker 2 Email, etc. I am trying to pull all the data from every record to another "Speaker Management" table. So I need all the Speaker Name fields (Speaker 1 Name, Speaker 2 Name, etc) to go to a singular field (Speaker Name) in this "Speaker Management" table along with the corresponding email contact for the record. The records are already there, but may update because I am using FillOut for people to update their submission content. I appreciate any thoughts!

My company is working to centralize our Zaps now that there's a service account feature through Airtable. However, we're running into the question if we should create separate service accounts with specific bases given access to (with the idea of least privilege), or just authorize a general Zapier service account that has access to all current and future bases?The latter seems to be a lot more permissions than necessary, but it is also easier. Would love to hear how others are approaching this. 

Hello,I have this javascript that i want to add in my automation in order to transpose a table but i always have this error message "Exceed quota 30 table queries". How to solve it? // Get the "Forecast artikel" table and the "Transposed" tableconst tableForecastArtikel = base.getTable("Forecast Artikel");const tableTransposed = base.getTable("Transposé");// Retrieve all records from the "Forecast artikel" tableconst queryForecastArtikel = await tableForecastArtikel.selectRecordsAsync();// Array to store updateslet updates = [];// Iterate through records in the "Forecast artikel" tablefor (const recordForecastArtikel of queryForecastArtikel.records) {// Get the article name from the "Name" column of "Forecast artikel"const articleName = recordForecastArtikel.getCellValue("Name");// Iterate through columns like "Tag 1," "Tag 2," "Tag 3," and so on in "Forecast artikel"for (let i = 1; i <= 31; i++) { // Make sure to adjust the upper limit based on the number of columns in "Foreca

HelloI'm looking for a solution to automate the transmission of a document "report of an interview" to a client.I had the idea to use the lookup but I can only import the name of the candidate. I would like to add a report in pdf or text (information in a table 2) in addition to his name 

Hi thereI have an Airtable base with 2 tabs: 1. Resellers: on which I keep the "Company" name and the "Website" of resellers I'm working with. Company and Website are my 2 fields on this tab2. Performance: on which I have some datas imported from a Google Sheet. Here I have 3 tabs : email_domain, total_mrr and total_projectsI would like to add a field "Results" to my Resellers tab on which I automatically render the total_projects from the table Performance for each of my resellers. The issue here is that the performance table is randomly ordered so there is a need to make a match between the Website from Resellers and the email_domain from Performance and to render the good value for each Reseller. I tried to set up an Automation or even find a way to do it through Make but I didn't manage to achieve that so far. I'm wondering if it's possible to make 2 cells from 2 different tables match to each others. 

Hi, community!Please, I need help to understand what happened with an automation that I messed up and was sending e-mails in an infinity looping even after it was deleted from the base.It was initially built with "At schedule time" trigger and had two steps: 1 - Find records matching one condition: Where field A contains Yes2 - Send an e-mail to the e-mail found in the previous stepAfter I tested, I realized that I actually needed to insert the Send an e-mail step inside a Repeating group. The problem is I forgot to update the data that should be used in this step, so it kept sending e-mails to everyone that matches the condition in the first step. I fixed that changing data to Current item data in all fields in the e-mail step but it didn't work and then, I deleted the automation and it still kept sending e-mails.Now, it seems to have stoped, but I'd like to understand what happened here so if something similar happens in the future. Anyone with patience to explain how something

Ideal Solution Goal: Every 4 hoursUpdate first record in "GolfNomadContent_StagingTable" where Status = NO, to Status = YESWhen Status changes to YES > Copies row to "GolfNomadContent_ProdTable" with YES Status--I understand the Automation tool only handles one record at a time. Using Zapier (as an alternative), I can also update/change records However, using Zapier, you're required to use a "RecordID" which appears to be unique to each record (therefore if I'm moving the record from the table, the next time the automation runs it will search for a "RecordID" that's no longer on the table. --Use Case: We are helping a local marketing company to scale their content creation by asking multiple people at the company to write content into a form, which we're aggregating into the "StagingTable" - Then, our marketing team wants to use Zapier to distribute the content data across their channels without duplicating content. As such, the solution idea was to set a STATUS

Hi all,I'm working on building a base for my team, and am having an issue with automating a copy-and-paste function.I have a formula which calculates the due date for tasks based on a set number of workdays from the start date. However, sometimes we need to edit due dates of individual tasks and don't want to edit the start date or the number of workdays—so, I need to figure out a way to copy the data in the due date formula field to another field where it can be edited. (I know I could just edit the workdays on each task, but for a variety of reasons I think that will be too complicated for my users/set up.) In order to copy-and-paste data to make it possible to edit dates, I have been using this automation:   But, for some reason, every time the automation runs it generates the date the day after the formula-created date. I have no idea why this is, and I have to assume there's a way to just directly copy this data. Here's what's being spit-out for me right now:Any tip

Hi, I have a simple automation.  The test works fine but it clicking the "on" button doesn't work. I've tried making new automations. They too have the same problem. Any advice? Thanks

Hi!     In my project plan I need to use hierarchical (or outline) numbering such:1  ~ 1.1 ~ 1.2 ~ 1.2.1 ~ 1.3 ~ 1.4 ~ 1.4.1 ~ etc. (print 1)     I've be doing this manually, but it would be great to have it being created automatically.     I got the formula below from the internet, but I stuck in the error showed in the print 2.     I also pasted, lower, the instructions I received.     Please, can someone drive me to a easy way to have such WBS numbering (Work Breakdown Structure)?     I thank you all in advance.The formula I'm using: "IF(LEN({Parent}) = 0, {Autonum} & ".", {Parent.Autonum} & "." & {Autonum})"Print 1: (the need)Print 2: (The error)Below the instructions I received:"Check your table structure:Ensure you have a linked record field (e.g., named {Parent}) that connects each subtask to its parent task.Verify the existence of an autonumber field (e.g., named

I wrote a script in my automation to create a linking table of sorts that carries over records from two different tables. I have a field that is a formulated value in both source tables and in the target table I want that to be single-select. Is this possible? I cannot get the values to match up! The formulated value in source tables are based on dates, depending on what range the date falls in the output will be either one of 4 values: "Q1", "Q2", "Q3", or "Q4".Now when I log the output of the target field value of each record (there are hundreds) I get:"Q2, Q4, Q3, Q3, Q3, Q3, Q2, Q2, Q4, Q1, Q3, Q4, Q1, Q2, Q3, Q4, Q4, Q3, Q4, Q3, Q3, Q3, Q3, Q3, Q4, Q3, Q1, Q3, Q2, Q4, Q3, Q3, Q3, Q4, Q2, Q3, Q4, Q3, Q4, Q3, Q1, Q3, Q3, Q3, Q3, Q3, Q3, Q3, Q3, Q3, Q2, Q2, Q3, Q1, Q3, Q3, Q4, Q3, Q2, Q3, Q4, Q4, Q3, Q3, Q3, Q3, Q3, Q2, Q2, Q1, Q3, Q3, Q3, Q3, Q3, Q3, Q2, Q3, Q3, Q4, Q3, Q1, Q1, Q2, Q3, Q3, Q4, Q2, Q2, Q3, Q3, Q3, Q2, Q2, Q3, Q1, Q2, Q4, Q3, Q4"Can anyone help me understand why this

Using airtable for project management, so far the set up etc is fine. One thing I am trying to set up is a script (can be put into a field as a button) that deletes the record that the button is in but also deletes all linked records in the sub task section. Therefore you are removing an entire project and sub task. At the moment the following naming conventions existProject (table) which links to Sub Task (table). When a sub task is added it links to the Project. Therefore the script must delete the Project and all linked records in a Sub Task section. Can anybody help with the script for this?

I have a table with several "linked to another record" fields and a multi-select list with one option for each linked field. I would like the list to be updated automatically based on the following logic:If the linked field is empty, the option related to that field shall not be selected in the multi-select.If the linked field is not empty, the option related to that field shall be selected in the multi-select.It looks quite easy to do with a script, but laborious with an automation because of the way automations update lists. They do not add or remove options based on what has changed but instead is asking me to tell what options shall be selected and which ones not. This forces me to start my removing all the previously selected options in the multi-select list, and then define the automation based on all the potential combinations of empty and non-empty linked fields. With a limit of 25 conditional actions in an automation, I can have up to 5 linked fields and related options in the

Hello, It is my company's first attempt at using Twilio. We already have our account and phone number. Was wondering how do I set it up so we can test if the message was successfully sent to this number.  Such as updating a Single Select field in AirTable corresponding to the record that would say "SUCCESS" or "FAIL". Is that possible?  What would I need to do to set it up?  I know there is a statuscallback URL within the AirTable Twilio automation action, do I do it through that?   How about collecting received responses?  

Greetings. My automation receives a webhook from a form. In subsequent steps, I'm unable to reference the field values: it's gray, and hovering displays the error "Cannot assign list of collection of complex types to collection of complex types."How can I reference these values, or at least reference the raw JSON in a scripting step?