Automations

Help!I can't get the automation below to change the status of our EE to moved out. I keep getting receive invalid inputs. Basically I want it to be when the lease end date is today or past and EE status is not canceled then it will change the EE status to moved out. Thank you!

Hi, I use Airtable to hold all my subscribers data (around 10k and slowly growing) and want to send them a weekly newsletter.I tried Make.com but it is a bit expensive, considering its pricing added to the one of a mailing service, so I was happy to see that Sendgrid had an integration with Airtable. Unfortunately though it won't let me create an account, apparently they don't want my business 🙂 They don't say why, maybe the country (I'm in Italy), I don't know, it just won't even let me open a new account.Does anyone know of alternatives?Thanks

I have records with a %Completed field. I previously created an automation that updates a progress status field based on milestone dates applied to that record. This automation is triggered when the %Completed field is updated and it has been working wonderfully. There are 9 separate conditions with three progress status options. The first condition is shown in the screenshot below. The other 8 are just below out of frame.If today is between Milestone 1 and Milestone 2 dates and %Completed is > 25% = On TrackIf between M1 and M2 and % >= 12 and < 25 = Behind ScheduleIf between M1 and M2 and % < 12 = At Risk.If between M2 and M3 and % >= 50 = On TrackIf between M2 and M3 and % >= 35 and < 50 = Behind ScheduleIf between M2 and M3 and % < 35 =At RiskIf between M3 and Deadline and % >= 75 = On TrackIf between M3 and Deadline and % >= 60 and < 75 = Behind ScheduleIf between M3 and Deadline and % < 60 = At RiskThe %Completed is calculated based on tasks fr

Hello! I'm running into an issue when using "Find Records" with Conditional Logic automations. In past, I thought I could use Conditional Logic automations to update each record in a list of records but now it seems those automations won't run unless the automation is set up as "Run as a List".  However, there's not currently an option to use both Conditional Logic automations and Run the automation through a list.  Is there any other way around this issue other than writing a custom script? I'm glad there are custom script options, but I came to Airtable for the no-code, so I haven't had time to take a course on Javascript yet... 🙂 Any help is appreciated! 

I am trying to track a weekly trend by capturing the $ value in our pipeline at the end of each week and have it populate into another table. I have a "Projects" table, a "Sales Team" table, and a "Reports" table. Projects are assigned (linked) to someone from the "Sales Team" table. I am using the roll-up field in "Sales Team" to roll up the $ amount they have in their pipeline. I also have a Pipeline target field and field that calculates their percent to target. It would be nice to be able to  pull all of the data, but I am mainly focused on getting their Name, their branch/Office Location (Single Select Field), their current pipeline, and their pipeline target into Table two. I planned to set up an automation that is set to trigger every Friday at 4pm that will pull the current data at that given time. I need to make sure when the next week comes around and it triggers again, it doesn't update the records from the precious week but only adds new records with the current data a

Hi all,I've noticed that the spaces disappear from the attachment name somewhere between adding a PDF to Airtable and the email draft that I'm creating by an automation through Zapier. When I add the attachment to Airtable it's called 1-15678fmsc loading docs.pdf but when it appears as the attachment in my Outlook draft it's called 1-15678fmscloadingdocs.pdf. Not a dealbreaker, but slightly annoying. Any ideas?Thanks,Kelsey

Hello,Few years ago I automate AitTable to Wordpress using a Node-RED as a middleware code. The usage seems to me so obvious and basic :IF I update a line in AirTable I trigger an Automation (REST Request)THEN Node-RED will create or update a Wordpress Post managing the attachmentToday I try to figure out how to make it without my code. AirTable put upfront Zapier, so I give it a try... What a hell of complicated  !!! Zapier is so dumbYou have to handle if it's an Update or a CreateYou have to handle the attachementMay by I missunderstand but it confirm to me that Zappier and other automation tools worth nothing if you have to create 3 or 4 zap for a so simple task. Codeing with an UI is not No-Code it's Pain-Code 🙂I'll try to move my code from Node-RED to AirTable function but not sure it works (because of caching, attachment, etc ...)

Hi, I am trying to redesign an existing base for our team. In current base, we have a list of tasks for each teaching period, with instructions on how to do them (i.e., instruction is recorded in "long text" field; and some tasks also have an "attachment" field where applicable). Most of the tasks are recurring across all 4 teaching period - Sem 1, Int 1, Sem 2, Int 2. - these 4 have been set up as a "Single select" field. For recurring task, I just duplicated the records and change their teaching period in the "Single select" field.  For example: "Send mailmerge to students for application outcomes" is a task that we will do across all 4 teaching periods. Is there a way where I can set up this base and automate that if I updated instruction for the "Send mailmerge to students for application outcomes" of Sem 1, the other three "Send mailmerge to students for application outcomes" tasks of Int 1, Sem 2 and Int 2, will also be updated with the same instruction?Thanks

Hi, Need help to edit a script I found on "Extensions" by Mike Pechter  called "Gantt auto set dates". The script was set to calculate duration in weeks. However, my team is hoping to calculate duration in days instead of weeks.Could anyone help? There is no way I can upload a .docx of the script though. So I posted the script as a reply below.Thanks.

Hey folks -We've built a workflow using Airtable tables. We filled the tables with some test data to get us going, and then cleaned the table in preparation for using the workflow. However, since deleting the data, testing automation scripts seems to fail. It seems to be pulling a record ID that no longer exists. Is there a way to manually choose what record to test an automation against?

Hi, I have a base where each record in a table represents an exterior item. When the item changes in AirTable, I need that change to be pushed to the exterior database. I want to check the external file for each record every 30 minutes or so to see if the file has changed on the external system.The code that I have implemented to do this is getting bogged down. There seem to simply be a backlog of automations to run. Even though I have turned them off, they are still running some time later and starting new ones seems to take forever.Is there any way to monitor which automations are running and potentially stop them? What about any way of ensuring that only one incarnation of an automation is running at any given time?

I want to know if it’s possible to remove airtable branding, when I send emails to clients directly through the email integration inside airtable. Additionally - I am trying to email a large list of people with their assigned presentation time slot. Their time slot exists in the start and end time columns. Even though I can see start time displayed as 4/17/2021, 5:45pm, when I link that column inside the email, the result is this: 2021-04-17T22:45:00.000Z. I want the timestamp to appear in a readable format, and right now I can’t send all my presenters emails with their time slot without doing it manually. Is there any solution? Thank you, Essie

Hello,I have 3 tables Beijing, Shanghai and General in the same base. I want to auto copy/paste records from the first two to Table General when any records input in them. I created 2 automations with same triggers when a record enters a view and same actions to create record in Table General for Table Beijing and Shanghai respectively. I have 2 questions.Question 1 - Automation BJ ran well but empty lines created without any data appearing. Input 2 lines of data in Table Beijing,Automation BJ ran successfully (the first two at 10:21 and 10:22).Line 3 and 4 were created but without any record in Table General.Question 2 - Automations SH didn't run at all.Input records in line 5 in Table Shanghai.The automation didn't run at all even though it tested well.  I did delete the automations and recreated new ones from scratch but they didn't work.Can anyone help? Thanks

I am creating a raffle ticket lookup system to enter in sold raffle tickets and then find the ticket winner info once a winner is determined.I start the process by entering a phone number and a starting ticket number along with how many tickets were purchased. This creates an array of every ticket that person purchased in a field.In another table, I have basket 1, then enter the winning ticket number. I created an automation that searches the arrays - when the ticket number is found it updates the record for the persons telephone number. Then a txt message goes out to the winner. This worked great for a few weeks. Now, it updates the winner with every entry - so every phone number from every buyer comes in. How do I make this work?

Hello,I would like to know how to add tokens to the message body for an automated email which are from a different table than the single table linked to the button in the trigger. Is this possible? I have 2 linked tables: POs and line items. I need the automated email to contain a list or grid of the line items and info from the PO table about the supplier and the PO#. Or, is there some way to format the grid in the email so that it doesn't get scrunched up like this? I need the numbers to align with line items exactly.Thanks in advance for any suggestions! 

Hi,I try to set a link within the same command, that created a new record. The createRecordAsync command works as long as I set all other attributes, except the one with a link (the red line). As soon as I add the red part, I get the error message - see screenshot. Can anyone help me please with that? let newrecord_miete = await table_tacs.createRecordAsync({                     "TAC_Date": per_positive_tac.getCellValue("TAC_Date"),                    "Bank Account": per_positive_tac.getCellValue("Bank Account"),                    "TAC_Amount": active_bruttomiete,            &n

I am currently able to generate invoices for my tenants by filling in the table and using extensions to populate a pdf. However, I would like to be able to create an invoice like this and then automate a trigger that generates the next invoice a month later for each tenant. Does anyone know if this possible and automations to try? Thanks

We need to take applicants and manually approve them. We intend to do this by using a status dropdown field to kick off automation when changed from 'Pending' to 'Approved'. We are concerned about accidental human error selections triggering the automation. Is it possible to implement any of the following mitigations: Prompt a user, upon input, to confirm their input before committingBuild a pause into the automation, during which changing the status back to 'pending' will abort the automation. 

Can I create an automation (or formula field) to do the following?When a record is created in the "Deals" table,  if the Move-in date of that record is within the range of the start & end dates of a record in the "Payments" table,  link the new Deals record to the particular record in the Payments table.

I am trying to update the Airtable base with a google sheet trigger “When a row is created”. The second part of the automation- setting actions fails at the setting of record ID, Could not find a solution on what to link. The record ID dosent exist. Solutions please !

Hi all. Thanks for any help you might be able to offer here. I have tried with some scripts, but am lost at this stage, and maybe my approach is all wrong.I have a table called 'Projects' which is my primary table. I have two columns in 'Projects' that are linked record type fields. One is called 'Meetings' and it links to a another (child) table where I capture meeting notes, attendees and the date. The other linked record type column in 'Projects' is called 'Tasks' and it is where I record actions for each project row, assign an owner, set a due date, etc.When I am on the 'Projects' tab and click to expand a linked 'Meeting' record that has been created, I can see the fields and input information mentioned. I have also created a button in the 'Meetings' table which shows on the pop-up that says 'Add Task".I am hoping that from clicking this button I can close the expanded 'Meetings' view, and trigger to create create a 'Task' linked record (per the same row I am working in). So, I am

I feel like this ought to be the easiest thing to do, but I am new to airtable and haven't been able to figure it out.Table 1 has a primary field with several dozen rows. Table 2 (in the same base) is a CSV imported from Shopify. Its primary field has entries that mostly, but not completely, match table 1 (there are a few entries in table 1 that do not match table 2 and vice versa).I want to create a field in table 1 that automatically imports the net sales data from table 2, matching up the entries in the primary field. By automatically, I mean that will fill the whole column rather than making me click on each cell, not that it has to update automatically or anything. any fields that don't match up can be blank or throw an error, I don't care.I tried using the linked function, but I could only get it to link to table 2 as a whole, with a second lookup column, forcing me to click on each cell and link manually to the primary field in table 2.  I know I'm missing something obvious

HI, I have the following problem - pls see also the screenshot enclosed for deeper explanation.I set per script a link in a multi-link enabled cell/coloumn. This works fine:await table_tacs.updateRecordAsync(per_positive_tac, {[nameReplacedBy]: [{id: newrecord_miete}]}); I then want to add in the same cell a second link, i.e. attach a second link. I try to do this with this command:await table_tacs.updateRecordAsync(per_positive_tac, {[nameReplacedBy]: [per_positive_tac.getCellValue(nameReplacedBy),{id: newrecord_BK }]});But this throws an error (see screenshot) - I tried various ways, but none works; Any help from the community? If there is a better way to get the topic solved - also fine: the objective is just toset the 2 links to "newrecord_miete" and to "newrecord_BK " in one cell, which is column "nameReplacedBy" of the record "per_positive_tac"Thank you!, Chris  

Hello Airtable Community!I am trying to build something and I am STUMPED. Hoping someone can help! CONTEXT: I run a coaching business that services multiple clients. I am trying to build a tracker that tracks the number of coaching sessions that are booked each month.I would like to track (1) total number of monthly sessions across all clients and (2) the total number monthly sessions for each client. Clients can book up to 3 sessions.Currently, I am only doing (1) total number of monthly sessions across all clients. I have a table that records each booked session and links it to the month that it was booked in. The linked record then uses a count field to sum up the number of Session #1s, Session #2s, and Session #3s. Lastly, I use a formula field to sum up the total number of All Sessions (#1 + #2 + #3) to get a total of sessions booked for each month.THE PROBLEM: Currently, since each record is linked separately by session number, I am not able to easil

I used the Airtable tutorial on making a booking system (https://www.youtube.com/watch?v=ES1RyNPv_Kg&t=246s) which got me 90% of what I need. Now, I need time slots to remain persistent based on the team selected. For example:I have a 6 PM, 7 PM, and 8, PM time slot open, but I also have 3 different teams with those time slots available. If team A is selected for the 6 PM time slot, I need that slot to vanish if the user selects team A from the drop-down on the next booking. I also need the 6 PM slot to show up for Teams B and C until those are selected.It's almost like taking the basic booking system but enhancing it so you can schedule time with different yoga teachers who are available during the same time slot, while simultaneously preventing double-booking by employing a filtering mechanism similar to the basic booking system tutorial.Any help is appreciated.