Automations

Hello everyone!I was curious about how I can go about autopopulating another table when a single select drop down item is selected. For example, I own a roofing company. My tables go from CLIENT to PROPOSALS to JOBS. Client is initial meeting (phone, e-mail, in-person etc.). Proposals are to create then send to said Client. And Jobs is after a job is won.What I would like to do is in my OPPORTUNITY column, when I choose CONTRACT SIGNED in the drop down menu, I would like it to autopopulate my JOBS table. Any help is appreciated!

Hello!  I've been working with Airtable for a year and have built lots of automations and formulas. I'm stuck though and hope someone can point me in the right direction! I've got a base with Table A and Table B. Table A is a list of todos which are linked to clients who are listed in Table B, so each client has multiple todos linked.Table B also has drop-down list of all of the stages that the client goes through.Table B's primary field is their unique client number. Table A therefore has a linked field with that identical number in it. Table A also has another field with the same unique client number.I am trying to write an automation which will do this:- When a record in Table A is marked "done" (or other trigger depending on the type of todo)- The drop down for that client in Table B is updated. This seems like it should be simple...- Create the trigger in Table A's Todo recor

Hello,tldr: does anyone know if there is an article which defines the meaning of all the tokens available for automations? If I had a clearer idea I don't think I would have the following problem.Can anyone give advice on the following please?I have two tables with a many:many relationship (Materials and Storage Locations). I have a third table to document individual relationships between Materials and Storage Locations i.e. material x is stored in 2 different locations and I need to display the info of the quantity of material x in each location.I have an automation which is successful and creates a record in the Table 3. However, if the material is already stored in one location and I need to record that it is now also stored in an

I am using the following script for when a new record is added that will provide a running total. // Hard-coded table and view nameslet tableName = 'Invoices'; let viewName = 'Grid view'; let table = base.getTable(tableName);let view = table.getView(viewName);let result = await view.selectRecordsAsync({ fields: ['Amount'] });let runningTotal = 0;for (let record of result.records) {// Hard-coded field nameslet amount = record.getCellValue('Amount');runningTotal += amount;// Hard-coded field name for updating the recordawait table.updateRecordAsync(record, {'Running Total': runningTotal,});}Runs well and little too well. 😂When I add a record it runs the script before I'm able to add the amount and a new blank must be added for the correct calculation to appear. Is there some sort of delay that I could add or am I taking the wrong approach?

I have an automation that was working.  I turned it off once so it wouldn't trigger an email I didn't want to go out.  When I turned it back on (a minute later), it refreshes and turns back off.  There is a error sign next to the name of the automation, but when I test it or run the automation manually, everything works fine.  Any ideas?  

Has anyone found a solution to have a junction table automatically updated, when new records are created or existing ones deleted? I love the Junction App that is supported by Airtable, but need a solution that triggers it to run. And from what I understand there’s no way to run an app through an automation. So I tried to take the script used in the App and use it in an automation, but can’t get it to work. I’d even hire a programmer to do this, but when I tried to find someone on Fiverr they knew less than I did about scripting … LOL.

Hi, I have a lookup field that is showing the address of different radio controlled products i make.I would like to sort these using a script automation.Here is the script I came up with: const address = input.config()console.log(address)const sortedAddress = { address: [] };         //something wrong heresortedAddress.address.sort((a, b) => a - b);console.

First: Is what I am attempting to do possible without custom implementation?Action attempted: To automate sending out calendar invitations to an event after a participant registers using an Airtable form. Issue: When I try to build the automation, I get stuck on the portion that asks me to select the Outlook Event ID. I assume this refers to the actual event on the Outlook Calendar, but when I try to scroll through the options, nothing shows up but existing Airtable fields. Screenshot attached. Am I missing something here?Thanks for any help in advance.  

when i use zapier to my airtable when it is not positng the content in the correct row...just the correct field- using data fetcher to write a blog from the title then using zap to create a meta title---everything works except that when the value is returned from zapier it is posting under the intended cell. any help will be appreciated. 

For context, I am building an email automation that is sent every work day (Monday-Friday). The email would display any of the task records that are due on that particular day that the email is sent out. My problem is that Airtable's scheduling timing trigger is limited to posting every single day. I would not like to send out an email on the weekend.I cannot use "When a record is updated" as a trigger as it would send an email for every single task record that is due today, whereas I am trying to send only one email a day. I would appreciate any suggestions, thanks!

Hello, I am making a special CRM. I have customer information (name, phone, address…) and with this information, I would like to fill a google doc (there are variables like {{name}} and they have to be replaced with airtable data ). I am used to javascript but I am a beginner in the API world. I have already tried that: I don’t know how I can tell my script to only use the data from the row where my checkbox is checked (and how to tell Airtable to run my google App script when the checkbox is checked. I wanted to try the Google web app and use webhook but I don’t know if airtable can send webhook or if I have to add it a special code). I would like to

I have some base level automations and table links created, but I am now experiencing difficulty creating further links.Three main tables: StudentsClass ListClass PriceCurrent links: Students to Class Lists. Class Lists table has hours per class. Based on classes students are put in (in Class Lists), it changes their total hours (in Students). On Students table there is a Roll Up that calculates total hours students are in based upon their Class List. Class Price table is connected (vaguely) to Students table, but establishing the correct link to make things

I am trying to build a workflow for email verification for members when they join my database.  The idea that when they complete the signup form it triggers an "email verification" email with a hyperlink. When the new member clicks on the hyperlink it (1) triggers an automation confirming email verification and registering that on the database and (2) send the user to a confirmation page.So I am wondering if there is a way to create a hyperlink that triggers an action/automation in Airtable.  Any help appreciated. 

I have an automation that when a certain field is met, a google calendar event is created spanning a week. The issue that I am running into is that the event is showing up as "busy" in my google calendar, which is preventing calls from getting booked into my calendar for the duration of that week. Is there a way to ensure that the status is set to "free" in the automation when creating this event?

I want to check Checking HTTP Status Code everyday in automation, how can I do that?

Hi there!I want to automatically export data from Airtable and create online files separated by managers. The data in those files should refresh daily. These files could be in the form of a Google Sheets or Excel online file.Does anyone know of any tools or solutions for this task? We have over 50 managers, and doing this task manually consumes a lot of time.Am I the only one who needs this kind of workflow? 🙂

I've prepared a snappy demo video which shows how to do this:https://youtu.be/ns0CjtM7fGoThe solution uses csvgetter.com, here is a link to the corresponding guide

this is the record for "test" in our Airtable - #1 = VD Formula (Formula field for date)#2 = Main Verse#3 = Teaching theme/topic This is the email template in the automation - This is the Generated test email - #1 shows up exactly like it's suppose to but, even though there are values in the Airtable record for #2 & #3 nothing is showing up in the test email. I have refreshed, I closed everything and reopened. I'm not sure what I'm missing.  

In my automation I have a trigger when a synced table from another base updates a {risk} field. Automation is currently like this: When a record is update (synced table - {risk} fieldFind record in project list table which matches the trigger record  Update record (airtable id from Find Record step) {Risk Type} (field in the project list table) with {Risk} value in the Synced table {risk} field. But I want to concatenate the values in {Risk Type} field.  Another words I want keep a previous value and add the new updated value.  {Risk} field in the synced table is a single select{Risk type} field in the project list is a multiple selectBoth have the same select valuesScenario: week 1: {Risk} field is set to PTO, result {Risk Type} is set to PTOWeek 2: {Risk} field is set to Scope, result {Risk Type} is set to PTO, Scope 

Hi everybody! I’m new here and learning everyday some new incredible capabilities of Airtable. I work for a not-for-profit organization and we often use Kobotools to collect data from our beneficiaries. Kobotools is an ODK based survey platform (kobotoolbox.org). In Kobotools there is a built in REST service and I was trying to connect a an airtable table to Kobo, in order to create a new record with the results of the surveys. But I’ve no expirence with API and I’m really struggling to understand if it is possible to do that and if yes, how I can realize that. Any help is greatly appreciated :slightly_smiling_face: Many thanks, Claudio

I have a rogue automation that is running outside of the trigger I set.  This video shows the issue.Any ideas on what's happening here?Thanks in advance!

Hello,I have an automation that triggers on a schedule to send program information out to various recipients.  The configuration for the email is to send from the respective program manager's email address and reply to that same email address.  These are branded Gmail accounts and the configuration can be seen in the screenshot.I can tell that the configuration is correct in preview mode.  However, when the automation runs, the emails are sent from my email account, rather than the program managers'. Is there a way to fix this in Airtable? Gmail?

Ok... will try my best to explain and hopefully someone will get what I'm trying to do. I have a table where each record includes a long text description of an offer in one column and another column that links to a table of manufacturers. I would like to use automation to search the long text description for the name of a manufacturer from the manufacturer table, and then add the link to that manufacturer in the next column.Is it possible within AirTable? I also have a Make/Integromat pro account so can use that if necessary.  

Hello,I'm trying to run a script in an airtable form. The idea is to retrieve the GPS location of the person filling in the form by using their browser. Obviously, using the paid extension from Miniextensions is not a solution for me. Do you have any ideas? Have a nice day!

I have a kanban view with 5 columns, day 1 through day 5, for following up with leads. I want to fire off a text message using salesmsg through zapier each time the lead is dragged into the next day column. The issue I'm having is in zapier, it seems that every time I update the lead, regardless of the field, the sms is triggering, sending the message multiple times whereas I just need it to send once.Any help is greatly appreciated!