Automations

Before I say anything else, Airtable is excellent.  Super awesome product.  That said, this problem is really holding us up.I see I am not the first person to ask this question, but I am surprised that it's not resolved, and that such a basic feature is not already available when this question has been asked a couple of years ago.  Is there some reason that this cannot be easily added as a feature?  Snag: Without sorting, the info in the email digest is useless.  An emailed grid could just be sorted, or just use any view created in the base or interfaces.  This would seem like an easy feature to add given the entire platform is based on table data.  I do realize things can be complex in programming even for something simple.  Is this feature coming though?  It makes or breaks the email digest concept for us.  I am guessing we're not the only ones who could benefit.  In all my views I have a table that is sorted and u

I'm inputing a list of records to the Update Record action. Let's say 3 records. I want a field in all three records updated. In the Record ID box if I enter a record id only one of the 3 records is updated. if I leave the record id box blank and click search I put one of the record field names in the Display box and I put the following formula in the Formula box.IF(OR({Net Profit} < 2,{ROI} < 0.4,{Average Rank (90 Days)} > 99999,{Amazon 3x Cost} < 3,{Pack QTY} > 2,{Estimated Monthly Sales} < 10,{# of FBA Sellers} > 5,{EUM} < 10,{EPM} < 13,{Rating} < 3,{Reviews} < 10,FIND("Oversize", {Product Size}) != 0,FIND("yes", {Amazon Sells and in Stock}) != 0),RECORD_ID(),BLANK())This formula is based off the filter I use in the Search Records action. When I try to exit I click ok and the 3 values of the field that I entered in the Display  box are displayed but I am unable to exit. It wants me to click ok again and if I do I just get the 3 values displayed

Text:I am interacting with two tables in my AirtableFirst table: "Payment History," where I have a lookup column called "Unpaid Delivered Tasks" that displays codes in a format like "#C0005, #F0055, #T800."Second table: "Sales," where the first column is called "Unique Code," and it contains codes corresponding to each sale. Additionally, there's an important column named "Advisor Payment Status" with two options: "Pending" and "Paid."What am I looking for?I'm trying to find the most effective way to update records in the "Sales" table when an automation or script is executed from a specific record in the "Payment History" table. The goal is to search for all the codes listed in the "Unpaid Delivered Tasks" column of the "Payment History" table and update the corresponding records in the "Advisor Payment Status" column of the "Sales" table to mark them as "Paid."What I've tried:I attempted to create an automation where I manually entered the code into a text column. This worked well wi

Hello!I have a table called "Payments" where I record all my payments of the day, I upload a csv file daily. Each record represents a transaction and could be a declined transaction or an approved one. Daily I check my declined transactions and call my clients, if they answer and agree i fill out a field called Rescheduled Payment Date. The next day I'll upload the csv file of the payments of this day and want to create an automation that finds a record with the same name and that the payment date matches the Rescheduled Payment Date of the first one it encounters if the payment is approved. I hope this is possible to achieve and thank you in advance 😊

Hello, everyone,This may be a very specific use case, but I have created prefilled URLs from formulas that I need to get to my reviewing committee. The problem is that they want a once a week email that has the information in a list format.This is largely not an issue as the rest of the informing information gets across, but it does present a challenge as when the formulas are one of the fields turned on in this list, they don't hyperlink.Is there a way to work around this, or should I focus on an alternate way to get the prefilled URLs to them?Thanks!

Hi everyone. Recently, one of Airtable users shared their Workspace with me. There is a base in the workspace with a lot of automations, and sometimes they fail to run.The workspace (and the database) owner receives emails saying, "Something went wrong with an automation..." but I receive nothing. Is there a way to fix this and allow me as a collaborator receive those notifications?

Hello! I don't understand why the linked field won't accept the value. What am I missing?  //Setup Startlet tableName = "🎵 Tracks"let linkedField1Name = "Composer(s)"let linkedField2Name = "Producer(s)"let compiledLinkedFieldName = "Contributors (-mix)"//Setup Endlet {linkedField1Values, linkedField2Values, recordId} = input.config()let table = base.getTable(tableName)let compiledObject = new Object;for (let record of linkedField1Values){compiledObject[record] = recordIdconsole.log(record)}for (let record of linkedField2Values){compiledObject[record] = recordId}let compiledArray = new Array;for (let record in compiledObject){compiledArray.push({id: record})}await table.updateRecordAsync(recordId, {"Contributors (-mix)": compiledArray})

We very recently hit the limit to the number of automations you can have in a base, but we still have a laundry list of automations we would like to create.How do you all handle the limit put in place on a base? Is there any creative solutions out there? I was thinking of maybe moving some tables off into another base, but then I would probably hit the 10 table sync limit in our base too.Use the API? But how would triggers work? 

We need to create individual customer forms that they fill out that populates their specific products. ( A filtered view that only displays their products.) I got the form to properly populate responses in our base to the respective customer.The problem is that Fillout requires a unique record id that gets pasted in their grid view to populate that data correctly.  Because its connected to a base with all the customers, pasting a specific fillout.com customer link will populate in the entire base, causing the form to override the last customers data. We have one base containing all of the customers, with individual grid views for specific customers. Pasting this link into a specific grid view will of course appear in the master grid view as well. What are my options? Does every customer need its own tab for fillout to link to? Or is there a way to paste Fillout record links to individual customer grid views without overriding the entire base?"fillout.com - powerful Airtable f

Hello Community,I've made a script in an automation and some part of it doesn't execute and I can't figure out why.In the script below, the "if" test is pulled so I can't find "11-OK" in log but directly "13-END" (I've put an always true condition only for testing purpose). Could somebody tell me why ?Thanks in advancelet clientTarget = "";let salonTarget = "";let totalCommandes = 0;let inputConfig = input.config();let subtotal = inputConfig["subtotal"];console.log("1-subtotal: " + subtotal);let total = inputConfig["total"];console.log("2-total: " + total);let client = String(inputConfig["client"]);console.log("3-client: " + client);let salon = String(inputConfig["salon"]);console.log("4-salon: " + salon);let table = base.getTable('Client-Salon');let query = await table.selectRecordsAsync({fields: ['Client', 'Salon', 'Total Commandes']});console.log("5-query:" + query);for (let record of query.records) {console.log("6-record: " + record);let ojbClientTarget = record.getCellValue('Clien

Hi. Im having two issues with automations. Thanks in advance for any help - Michael1. My automations only run when a new or matching record is submitted through a form. If I do so on the table itself which the trigger is set up to monitor for either matching or new records, the automation doesn't run. Am unclear why?2. My automations for matching records will only run on new matching records (submitted through a form) and not on all the matching records on the table. What do I need to adjust? Thanks again!

I'm not exactly sure on the best way to go about doing this or if I am posting this in the correct location. I want to send a text message to a group of employees about upcoming open shifts. I have the employees in a table and i have the upcoming shifts in another. I am able to text individual employees a standard message now. I am not sure how i can add the open shift date to the message and then pick which employees i want to send the message to and have the date added into it as well. The employee table and the shifts tables are linked. Right now i am able to send the message with an automation that is sent by a button in an interface I created. maybe it isn't possible or maybe its super easy and i am overthinking it. Thanks for any help in advance!

Hi everyone,I'm very new to Airtable and I'm trying to get an automation to check a column called "Vehicle Registration" and a column called "VIN No" and if either of these two columns match with an older record, both the new record and the old record are either highlighted as duplicates, or a column with a checkbox is automatically ticked to show it's a duplicate record.What would be the best way to go about this?Thanks in advance.

I have set up an automation to send client creatives for approval, which allows them to update the database with either an 'approved' or 'denied' status. However, it appears that they need to create an account to do so. Is there a way for them to approve without having to create an account? Thank you. 

Help please! I cannot figure this out. (I thought I'd posted this earlier but it doesn't look like it went through....)I have about 5000 people in a base and I need to send individual emails to them, so 5000 email messages total. The emails will contain a link to a form prepopulated with a couple pieces of their individual info, and I need them to update their info using the form. I had everything working but apparently overlooked the possibility that somebody would limit the number of these emails that I can send. I don't know whether the problem is with Airtable, or Gmail. The Gmail account being used is a Workspace account (not a free Gmail.com account). What are the limits for this sort of thing and who are they imposed by? Is this something I just can't do? If so, what's my alternative? I need this ASAP so be grateful for any help. William

Hi, im trying to create an automation that will move data from a field with a formula to another tab whenever a trigger is activated, but for some reason, i get this error - “Fields” could not be converted to a string. can somebody help solve the mystery? Thanks, Liran

I am attempting transfer checkbox data from Webflow form using checkbox fields for multiple selects it returns a value of TrueTrueTrueFalseFalseFalseFalseFalseFalse via webhook what is the best approach to convert the true false value to multiselect - Thank you 

Hey All, I'm getting an error message about the Record ID when the IDs are the exact same. All automations are failing with the note "Record does not exist," yet the trigger is succeeding with the same Record Id. Photos below show the failing automation message and matching record Id from the trigger.   The Automation itself is based on formula fields which are populating correctly- photos below. If the Created Time (field) is within a certain Quarter (formula)- then update a single select field in the same record. I have this in 3 tables and for 1 everything is running correctly but for the other 2 everything is failing. Any advice before I submit to Airtable as a bug/glitch? 

I'm working with a Kanban view where we drag action items into Today/Tomorrow (single select) options. I'm currently assigning dates manually, but I'd like to automate this - so that when someone drags an item into the "today" pile, it automatically gets today's date. I don't think it should be a formula (because that would automatically change dates on items that have been done in the past), but I can't find a way to automatically assign a date dynamically (today's date) with an automation. (but there must be a way, right?)

I have created a script to delete  a record but it is giving me an error. Here is the code: console.log(`Hello, ${"300 Replens"}!`);let table = base.getTable("300 Replens")await table.deleteRecordAsync(input.config()['reckUma1c1NLjQADd']); Here is the log:CONSOLE.LOG"Hello, 300 Replens!"ERRORTypeError: Invalid arguments passed to table.deleteRecordAsync(recordOrRecordId): • recordOrRecordId → recordOrRecordId should be a Record, not undefined or recordOrRecordId should be a string, not undefined at main on line 4I got the record id after expanding a record and copying it from the google search bar. Why is the log saying undefined?Thank you

Hi, I have a Make scenario setup, but it is not pulling through any data to Airtable. The Make scenario is attached and is very simple; it Watches for items in Podio and then Creates Records in Airtable. I have set up the link between accounts a few times to double-check that everything is working. I've continued to run the scenario, and it comes back with no errors or warnings, but when I refresh the Airtable page, no data is being pulled through. Any help would be greatly appreciated. 

I have two automations in question.  The last time they both ran successfully was September 26, 2023 at 4:43pm CDT, and now neither work as of today.I'm not sure if its some strange permissions thing or an internal limit? Or was there some sort of update that may have nullified some function that I was using?Both Automations concern making records, both revolve around the same main trigger (one actually waits to verify the first record is made before the second record is made).The first record automation just does not want to run it seems. as per the screen shot, it was working 2 days ago with no issues.When testing, first it said it lacked permissions, so I changed the receiving table's permissions to open.  Then it said it couldn't enter information into certain fields because it was a computed field (the table it would be making the record to, those fields aren't computer).  I found work arounds just in case, but now suddenly it seems to be working with both - the fie

Hello, We are struggling to extract the first image of a column called "photos" then re-upload it in another column. We tried to do it by having a formula to extract the first attachment url (which is working) : (IF(BLANK(photos), "", MID(photos, FIND("(", photos) + 1, (FIND(")", photos) - 1) - (FIND("(", photos)))) Then, using the following automation to upload it in our target column "1st_photo" :=> WHEN a record match conditions "photos" isn't empty THEN update the column "1st_photo" using the url from the formula column as input. However, this automation isn't workingI guess the issue come from the attachment url. Do you have any idea to handle it ? Does it require a script ? Thank you very much ! 

Is it possible to create an Automation so an email send 2 days after record updated?

We're a real estate company looking to have Airtable Automations help us get client feedback on properties we present. Ideally, the process would look as follows: We add properties to an airtable base Once status is changed to "pending client feedback", an automated email sends the property information to the client. I'd love for that email to be able to solicit client feedback via button/checkbox/text field, for instance client received 123 Main St and did't like it they could have the option to "reject" (via button or form?) which would update the record in AirtableIf they liked the property, opt to "like" or "shortlist" the property which would update the record and trigger additional notifications to our team that the client wants to tour this site.