Automations

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.

I have been trying to wrap my brain around this for months now. I just can't figure out how to do it. I want a table with all my team's tasks. Each project has multiple assignments and each assignment has multiple tasks (usually around 10 or so). We usually enter 10 - 150 assignments at a time and they are spread out over multiple start dates. There are a couple of different assignment types and each has a different list of tasks. There's some additional data that we attach to each assignment (requirements) and tasks (expected hours to complete, etc). All of that is in various tables. Our upload spreadsheet has all the requirements, first person assigned (starting the assignment), start date, etc. What I need to do is enter, copy/paste, or upload the list of assignments and have airtable: 1) create the list of tasks for each assignment based on the assignment type1a) each task in sequence using a formula (e.g. start date + 3 work days) to create a due date1b) the ne

Hi all, I have a table with a field that is constantly updated (everytime the user clicks a button, this field stores the user email). The problem is that when a new user clicks this button the email gets replaced by the email from the user who clicked last. I would like to set up an automation so that every time this field gets update for it to copy the email to a different field where all the emails from people who have clicked gets stored.So far I created a text field which receives de email information when the user clicks the button and also created a linked field (linked to the users table) that is where I would like to have everyone who has clicked.Any tips or help will be highly appreciated. Have a great weekend everyone

Hello,When I run the script below as an automation, I get an error:Script exceeded execution time limit of 30 seconds Here is the code: let table = base.getTable("WPS-EVRI"); let result = await table.selectRecordsAsync(); let sums = {}; for (let record of result.records) { let customerAndWeek = record.getCellValue("Customer & Week"); if (!sums[customerAndWeek]) {sums[customerAndWeek] = 0;} sums[customerAndWeek] += record.getCellValue("DA Amount");} let updated = {}; for (let record of result.records) { let customerAndWeek = record.getCellValue("Customer & Week"); if (!updated[customerAndWeek]) { let matchingRecords = result.records.filter(r => r.getCellValue("Customer & Week") === customerAndWeek); for (let matchingRecord of matchingRecords) {await table.updateRecordAsync(matchingRecord, {"Total This Week (DA)": sums[customerAndWeek]});} updated[customerAndWeek] = true;}}  Is there a way

I have Typeform on my website that I use for Lead Generation. When I integrate that Typeform to Airtable, it imports all data (Name, Phone, Email etc) except for the Mailing Address data. I have tried all relevant Field Types but it still doesn't work. Collecting the mailing address is mission critical because I need to mail samples to that address of potential clients. If someone could help, I would really appreciate it.  

I want to update my Airtable attachment field with a pdf that is loaded in a Google Drive folder. This is what I have so far, and I think I am almost there. There seems to be an issue (Request failed for https://api.airtable.com returned code 404. Truncated server response: {"error":"NOT_FOUND"}) in the final step (attachPDFToRecord), which I cannot figure out. Any assistance would be appreciated. -----------------------------function getPDFFilesFromDrive() {  var folderId = "DRIVE FOLDER ID";  var folder = DriveApp.getFolderById(folderId);  var files = folder.getFilesByType("application/pdf");  return files;}function getAirTableRecords() {  var apiKey = "APIKEY"; // Replace with your AirTable API key  var baseId = "BASEID"; // Replace with your AirTable base ID  var tableName = "TABLEID"; // Replace with your AirTable table name  var tableUrl = "https://api.airtable.com/v0/" + baseId + "/" + tableName;  var headers = {    Aut

HelloSo I have a calendar view in my interface where a user can add a record to schedule an asset to play at a certain day or time. It's been working well so far, but the actual schedule never changes week to week only the asset assigned to that timeslot.The table for this calendar has a date/time (ex. 8/18/2023 10:00pm) primary field and I was wondering if there was a way to automate the creation of blank records for the time designated timeslots so that when a user tries to schedule an asset all they have to do is click one of the blank records in the calendar and assign the asset? This would make it faster for them to do the scheduling without having to manually recreate the scheduling time slots every week that never change anyway.I attempted to do this with a create record automation... but it seemed like I could only create date/time records for a specific date instead day of week. For reference below is the scheduled slots I'm trying to create. Ideally the automation w

I'm totally new to Airtable automations, and these questions will probably show that.I want to set up an automation where the trigger is "When a record is created" and the action is "Send an email." The To field will draw from a lookup field in the table that contains email addresses.My first question is, if I create a record but don't enter an email address quite yet, will Airtable send an email when I go back and enter an email address later?Also, if I set up this automation for a table that already contains records, will Airtable send emails for all existing records, or just ones I enter after turning the automation on?

Hi All, I have a very simple automation to email a group of educational course participants at a scheduled time every week. All of the tests I run are successful, but the automation fails because "Google reported an error while processing this action: too many recipients." Since my automation is set up like this...trigger (at a scheduled time) > action (find records) > action (gmail: send email) ...I am trying to email the max number of records, which is 100. It's usually not a problem to email 100 people through gmail, so I'm not sure why the automation would fail. Does anyone have any advice on this? I have 700 people to email, so if I need to decrease the number of people I'm emailing, that would kind of defeat the purpose of the automation...Thank you!

Rolllups showing percentages or dollars aren't appearing in automation (sending gmail) the same way they are appearing in the data view. Dollars are showing a million places past the cents and percentages are reverting to numbers after a decimal. How do I fix this?

Good morning and thank you for reading,we are collecting submissions (text + image) via Webhook into airtable. Both the text and image arrive well. We create a mail campaign in MailChimp. The image sometimes loads correctly via the URL, like in this casehttps://v5.airtableusercontent.com/v1/19/19/1692280800000/LV9HfgdvyYdgrTnNAMeSyA/ykTk-XRD0rj-hsr7z2m3YsPSITp32deMnMGtnnz3fOmneO1S5scCMbTy1wGxcOO13yQfh5wQE6ezVIvHfgh1bw1fORYHjXqFkX85WjJ92i9_sRi6iJSmmbIZieylNvxcnYWA34MX4lQfrC02jD6-CQ/pX-UW4Sv54vbuQ3r_VkKx6pBZJLqtDujjlm4lGk8hJgand sometimes it fails, like in this casehttps://v5.airtableusercontent.com/v1/19/19/1692252000000/CWa08W0JcLyPGBjUkZBeCQ/eSC-kpH5uQVy3FeMpcHHKP6cWJQtghSV5-ZOe9JT-CbTSwatYsJujjnMM4TpxOFNgC-ZsVKTChJehB-pgXX3b8is0kC3BiFQPLElP35-npNaDTPYKQVfRCcmZDcYlmOVo3tl9eV5UnxHRLjy9PQhaA/TrwAQgft6uFL9XmIr_5KHBHi9mXeS6yjWScSAm8te5QStating only: This URL has expired.Does someone have a hint, how we can avoid the "expiration"? Thank you!

Hello, Airtable community!I'm looking for help with automation and linked records.I have an editable list record on an interface page that allows users to create a record in a specific tasks table, which has various linked records.I've managed to successfully set and run automation to set the user to match whoever creates the record. However is it possible to create an automation to update the project ID so it's associated with the record ID of the interface that they're in? Effectively updating the record that's just been created and linking it to the project that the task was created for. Currently, they can select - but I'd like it to auto-populate. Thanks,John 

Hello,I am trying to create an automation that will remove a selection from a record, if another selection is present. So as seen in the picture below, if a record has "Waitlist - Event 1" from the "Waitlist" field. It will REMOVE "Event 1" from the "Event(s) Attending" field.1. This is so, once Event 1 has reached registration capacity (100 people for this example), all further registrations will have their form selection removed, replaced with the waitlist selection in the next field.2. This will then send them an automated email informing them they have been waitlisted for whatever events have reached overcap.3. The waitlist events are in their own table and are linked records, the information between event data and event data (waitlist) are 99% identical, with the only difference being the word "waitlist" is added to the name for email automation and identification purposes.4. I have an "in progress" automation in place that will give the Waitlist event, once more than X

Hello Airtable communityI've been diligently working on a time-tracking solution in Airtable for a nonprofit organization. Inspired by a YouTube video from Dan Lehman, I aimed to craft a system where volunteers could easily log their hours during a program. The base setup was straightforward, but I've hit a roadblock when integrating custom buttons within the Airtable Interface.Base Setup:Table: "Time Logs".Fields: Volunteer full name, VITA site (with options: El pueblo and Quincie), Certifications (with options: Basica and Advanced), Time In, Time Out, and Duration.Functionality:I implemented two button fields:"Start Time Tracking": Populates the "Time In" field with the current time."End Time Tracking": Populates the "Time Out" field and calculates the duration.Both buttons are linked to custom scripts to automate the time-tracking process.Issue: Transitioning to the Airtable Interface to provide a streamlined experience, I've found a challenge. I added a List element to display reco

Hello everyone - and Merry Christmas! So I am playing around with a table that contains several Records with dates in the future (new Records are being added from time to time). The Records will be made by colleagues in one department and then taken care of in another department. Right now I've made an Automation that sends an email to people from the other department with all the info they need from the specific Record so that they can complete the task straight from their inbox. However: I want to be sure that they actually do it; or in other words: I want to be sure that Records aren't forgotten. Is there a nice way to accomplish this? I thought of adding a Button to the email so that when my colleague in the other department finished the task, they could click on that Button and it will be registred in Airtable on the specific Record; however I don't see that's an option. I hope to find a solution in here! 

I'm building out the Airtable to Google Calendar Automation (see this article)It is important for us to hide the guest list so invitees cannot see other people invited or their contact information. There is not a setting inside Airtable automations that handles guest list or guest permissions from as far as I can see.The Google Calendar account that we are using to send out these invites has guest list and guest permissions DISABLED by default. If I create a new Google Calendar invite inside Google Calendar itself, they are disabled. Works as expected and respects the defaults.However, when I use Airtable to create Google Calendar invites, it is ignoring this setting in my Google Calendar account and creating invites that ALLOW people to view the guest list.Any ideas?

We have built an automation that syncs data from our CRM with Airtable. Each insert/update/delete in the CRM post a message to a webhook created from an Automation. This works perfectly fine for single transactions in the CRM but for a bulk update or an import in the CRM of e.g. 500 records it only processes a limited number of records (e.g. 168 out of 800). Is there a limitation in the number of instances of a script that can run in parallel? And if so, is there a way in Airtable to work around this as I have no idea to buffer the webhooks coming in.

Hi all!So I've read quite a lot of articles in here and I can't find what I am looking for.  I created 4 tables in my base :Activités (Activities)Tâches (Tasks)Sous-tâches (Subtasks)To Do'sHere's how my base works : In Activités, all our shows are listed and gets one of the following statuses (Confirmé / Option / Supplémentaire)Tâches contains our main tasks and Sous-tâches contains the subtasks. Both are linked.To Do's, would be used to create the lists of tasks. There is a link to the table Activités.Base on these informations, here's what I would like to achieve by using an automation :In Activités, when an activity with the status Option or Supplémentaire gets the status Confirmé and therefore enters the view ''Représentations confirmées'', create a list of subtasks to complete in the table To Do's (which would be determined by the type of task that appears in the Tâches table). I attached some screenshots of my base. Best,David

I want to start with the important fact that I do not know javascript so I need to be able to do this within the automations manager in Airtable. I have a simple base that has contacts with certain categories. I want Airtable to email me once a week with the names of any contacts still in that category.For example, John Smith and Wade Wilson might have "needs follow up" in the Status field. I would like Airtable to email me once a week to list out the people in "needs follow up" under Status. It can be an email that just lists their names. I have read the forums here and googled and I cant' figure out how to do that. 

I'd like to get a slack message whenever an automation run fails, but I don't see any native functionality for this. Has anyone found a workaround to get this done? Thanks!