Automations

Hello! Please help 🙂 1. I have an "all expenses" tab where we input all of our event expenses. In this tab one of the columns is "event" where you select what event that expense is tied to. 2. We also have a "budget summary tab" that includes what was budgeted for each event as well as an "actuals" column next to it for each event. 3. I am trying to make everything entered in the "all expenses" tab populate the actuals column of the correct event in the budget summary tab. 

When editing an automation that uses the Find Records module, the "Test Action" function outputs the resulting records in a nice pop up table. How can I get this same functionality with the published interface/automation? If I don't add an output, then initiating the automation from the interface (in my case a button), yields a "Started" notice at the bottom left, but then nothing. I've been able to get the output to go generate a GoogleDoc, but this is cumbersome. I really just need to be able to Copy the text (and paste it into an existing email reply).

Hi all,I need help getting my new records in Google Sheets to show in Airtable. I created an automation as followsAfter successfully testing the automation, I see the new record in the automation window; but when I go to the data table, it is not there. What could be causing this, please? Thank you 

Hi all- When a campaign needs to be created in CRM to manage email/email journey, we need to inform the digital team which CRM instance this is for. How can I create an automation to allow users to indicate which of our three CRM instances to choose in an activity? 

Hello Community!I have run into a perplexing issue when trying to automate attachment field updates or use script extensions to convert a url to an image asset.In my automation script I follow these steps:- make call to external api to get order data- pass that data to a function- the function preps the data and creates an object that holds the table field names as keys and the response data as values.  // values come from parsing the api response data and assigning that data to variables // ex. let recordName = data.name let myObj = { "Order #": recordName, "Part Name": part_name, "Order QTY": quantity, "Image Url": image, "Image": [{url: image}], }   - The object is then passed as an argument to createRecordAsync(): table.createRecordAsync(myObj)​All the values popu

Hi team, I have created an automation scenario with Zapier to automatically create an interaction on Airtable when a google calendar event is created. Is it possible to add a filter to only create interaction when the event concerns a webconference like Zoom or Webex? Thanks for your help! Best, Ned

Hello,I wrote this code and it works perfectly as I want in Script extension but in Automation it is a mess. The first part of the code works fine in automation but not the second part, so only the second part needs to be adjusted. Here is the whole code : // first part of the codlet poTable = base.getTable('PO');let transpoTable = base.getTable('Output');let poRecords = await poTable.selectRecordsAsync();let transpoRecords =&nbsp

Hi everyone! Please give advice on how to sort a list of records inside a Google Doc. 

Hi there!I've created and automation that does the following when a record getting updated...Watches FIELD A for update (which I do a copy/delete/paste of 50 records to trigger)Finds all records where FIELD A contains FIELD A (identical names)Updates FIELD F with a list of values FIELD B using FIELD A matches (x50)Updates FIELD E with a list of values from FIELD C using filed A matches (x50)Updates FIELD G with a list of values from FIELD D using filed A matches (x50)Here's where I need support figuring the next part out...Once the above automation runs and I then update 1 record in FIELD A the automation will still run but only tweaking that 1 record accordingly...Watches FIELD A for updateFinds all records where FIELD A contains FIELD A (identical names)Updates FIELD F with a list of values FIELD B using FIELD A matches (x1)Updates FIELD E with a list of values fro

Hey guys,Trying to create a template that will be sent to a customer based on a records status. I want to create a button that gives the client receiving the email the opportunity to click "approve" which will then fill the field and give me the chance to create another automation based on the entry.When the email is sent, the button after "approve here" is not there. Is this possible? 

I recently created my first automation with conditional formatting. This is a great feature that I will be able to get a lot of use from, however, the only condition group in my automation that is working properly is the first one. The run history will show that the others have worked, but my team isn't getting Slack messages from the automations like they're supposed to.  How do I fix this? 

Hi I'm looking to create a way to delay an automation (The automation is that every time someone creates a ticket it will automatically create in their Outlook calendar a new appointment/reminder) the issue that I have is that if I put in a date that I would want for some reason it creates itself on the day it was created not the day that it's being scheduled for.Is there any way I can schedule to the day it was created to the scheduled date and not the date that was created? 

Hi all Airtablers, I was trying to connect a task from Apify to Airtable via Datafetcher. I did that in the first run a few weeks ago and it worked. Now i tried to schedule the task, but it gives the error below.  I checked the actor task and it's fine. not sure where is the issue. any help/advice is appreciated.  

I'm getting the error 'Field "Student" cannot accept the provided value: Cannot modify a computed field.'. The field "Student" ISN'T a computed field, though; it's a linked record field.What confuses me the most is that when I tested this automation it worked flawlessly, both in 'generate a preview' and 'run as configured' tests. It's only in live runs that it fails. Does anybody have any clues as to what's going on?

I am trying to create a script so it will give me a running total for a base view on certain columns. For example. My brokerage I want to make a top 5 in different categories on our interfase. From what I am seeing I can not add columbs up so I created views for each agent. Within those views I was hoping to have an automation that searches the view every so often and runs a script to talley up the totals in a columb and then the automation will update the number on another base acocrding to that agent.  So Agent is Mary White on our brokerage tracker I made a Mary White View. Set up a automation to Find All records for Mary White in her view Set up a script to run totals for Columns "total sales" , "total commissions" Total Unites and so forth Script enters total into selected field in leaderboard base under designated agent and this is automatically updated every day. through the same s

Hello,I want to send a slack message each time "Tag 1" is updated. But if 5 rows are updated, it will send me 5 times the same message. How can I solve it?  Thank you,Emilie 🙂  

I created a staff scheduler with a series of automations that copies a shift (Workday Date and Start/End Times, Location linked field, employee linked field, notes) to a future date based on 4 checkbox fields (creating a shift 1, 2, 3 and 4 days in the future).While the tool works great, I started receiving an error with only ONE location linked field every time I try to copy a shift. The error reads as follows: 'Creating the record failed due to insufficient permissions.' I have tried several fixes, including creating a duplicate of the location in question in the parent table and cutting and pasting pertinent information and linking fields about that location into the new record. I am completely stumped and as it is impossible to reach Airtable directly anymore, I figured I'd turn to the forums.Thanks in Advance!

As per the attachment, I have created an automation with multiple steps starting with a form being submitted and ending with an email being sent to the customer who submitted the form.The email body requires data from the previous steps of the automation to be updated.The problem is that it seems the automation doesn't run in sequence (each step following once the previous one has been complete), rather all steps run simultaneously. This causes the email body to be missing data, because the final email is being sent before the records have been updated according to the previous steps.Am I doing something wrong?

Hello!I have the following bases tables:- Team- Emails Teams has records of people grouped by single select types of teams (Management, Development, Operations).Emails has email records that is populated by a form. The form asks for, among other things, the group it is to be sent to. This is a separate field not linked to the team field in Teams. Once the email has been approved, i have a trigger when the status of the email submitted is "good to go".I would like to know how to go about automating sending an email when that is done, to the defined group of people. e.g. Team "Management" is selected on the email submission form, once approved the an email sends to that group.Appreciate any help 🙂 PS: Is there a way to manually send an email from airtable? Perhaps it can be modified to send when a different form is filled out, with say su

Hi All, I'm trying to use a linked record to pull up the TRT of an asset that's listed out as a full timecode, extract just the hours and minutes and put that into a duration field. I've gotten so far as to pull the hours and minutes but when I set the automation to fill the duration, because it's not reading the text as seconds, it's coming in with the wrong duration. I haven't been able to get datetime_parse to convert the text to time. I can sense there's an easier way to do this that I'm just not landing on but nothing I've tried has worked. 

Hey all!I run the backend of a small newspaper, and one thing we do is make a list of "happenings" that we publish each month. I had set up a back-end system via Airtable collection form, and the listings were then compiled into a Google doc via automations, and it was working great until this month when suddenly basically all my automations were failing - suspiciously only ones that involve dates like one-day and multi-day events. Did something change with Airtable automations in the past few weeks or what is going on! I had to manually add all the listings this month and it was a pain. Desperately hoping someone can advise, happy to share more info -- could not for the life of me figure it out,Thank you!!

  We are a small design build construction company. We have started using airtable to organize the design details of our projects. These include things like paint colors, cabinets, flooring, etcOur ideal workflow would be: Click a button to create a new project and then be able to import templates based on what is in that project scope (tile work, bathroom, kitchen etc).Pull items from our catalog and other sources to create the selections.Generate a PDF report that we could send to the client to get a signature.Track changes made to the selections.Once the selections are signed, we would move to procurement and use airtable to track purchased items ( when to order, and when they arrive on site).When the project is complete we would present the customer with a printed copy of all

Hi everyone,I have an Airtable view containing filtered records that may change daily.I want to set up an automation to send an email with all the view records as an attachment (CSV/PDF/Excel) or in the email body, every day if the view contains any records. Is it possible with the SendGrid App?What is the best way to achieve this?Thanks in advance for your help!Best regardsRashid

Hey all, I am trying to create a solution to reduce the image sizes in one of our bases, that is wildly over limits due to being populated with MASSIVE cell phone photos uploaded via a form.Currently I have setup an automation to trigger a miniextensions webhook that compresses the image and places the resulting smaller file into a new field.What I would like to do now is create an automation to run at a specific time to delete the contents of the original field automatically.The update record function does not support deleting field data (why?).Can someone assist? Thanks! 

this is the formula field in the record -  This is the formula -  Formula FormattingThe email in the automation -  The actual email received, the "EC Formula" has way to many decimals, it should only show 2 like in the actual record - How can we fix this? Thanks!