Automations

I am trying to create an automation so that everytime a new record is created in the "link to another table" column, the SUM tag is automatically printed. This is because I am trying to do a cumulative sum but am unsure as to how to get it to automatically update and display the sum when a new record is created.

Hi! I’m not sure if this is possible and if so, how. But is it possible on Airtable to use a script so that when a record status changes, to get a popup to appear that contains information relative to that record and a confirmation button that will allow the base user to launch an action through that button (via webhook for instance) ? Thanks 

Good day!I have an issue with an automation that SHOULD populate a table from the above data. The records that don't have the little green star should still be used for the automation to populate this table:The first table has 6 records that aren't being populated and should, into the second image.The image doesn't show the trigger being on, but I checked one later for the test, and it still is giving the invalid input. Not sure what is incorrect. Any pointers?   

I have an Automation that is triggered by the appearance (in a new form-generated record in Table-A, {T.A-Rec.1} ) as having a non-empty value in a field {T.A- Field.1’}.  This {T.A- Field.1} is a link to a record in Table-B.Record {T.A-Rec.1} ALSO has a link field {T.A-Field.2} containing a link, {Ref.C.Link}, to a record in Table C.I wish to update a record in Table C, the record referenced by {Ref.C.Link}.  The field in the referenced Table-C record that I want to update is {T.C-Field.3}, also a link field to Table-B.  The value that I want to put into the {T.C-Field.3} in the referenced Table-C record is that of {T.A- Field.1’}, the link to that same record in Table-B.In my Automation so far, I seem to get the trigger to work OK.   But when I try to configure an 'Update Record' Action to update the {T.C-Field.3} field in the referenced Table-C record I get very confused about specifying what record/field to update with which record/field value.  Nothing tes

How do I automatically mirror data from one table to another in the same baseIn excel it's an = formula Essentially I have 1 table where I am asking managers to add their Initiatives and I want everything added to that table to automatically be copied over to another table in the same base where I will run calculations and extra stuff that I do not want my managers to be confused by.

I would like to have a number field that increments by one whenever the “most recent sale” date field is edited so we can sort products by the number of sales. How do I make an automation that does cellA+1 when another cellB is updated? edit: If anyone knows of a way to do this without a third field, I’d be obliged.

Hello! I have set up an automation that post events that are scheudled on the days they happen. The automation is working well except for the time always posting in UTC despite the data being formated for EDT across all users for this particular table. I have added photos of the date set up in the table, the automation, and the post. Would anyone have advice on how to have it post in the correct timezone? Thank you!

Hi there,I am relatively new to Airtable.  I enjoy this platform very much and trying to learn more to allow for more automation.  I am hoping someone could assist me in trying to do the following:I have made a view of our enrollments that need to be audited.  I am then setting up an automation to send an email at a particular time of the month for our audit team to pick up this data to audit.  I have tried two different ways but not doing really what I am looking for it to do.First, I created the view in my workspace and then tried setting up an automation to send to our audit team at a certain day and time.  However, it won't let me choose this particular view to send.Secondly, I synced my view to the training teams table and then set up an automation to send the email when a record is added to the view.  This works but it is only an email.  So they have to log into Airtable to view the data.  I was hoping to attach the view with the informatio

Hello world, I’m new to airtable and to this community and I think that I need your help :pray: I have a integer field (called “votes”) that is set to 1 when a record is created. I have a checkbox field which is not filled by default. I created this automation : When record matches this criteria = Checkbox is filled Then I want to update the record’s field “votes” by adding 1 But as it’s a integer field I can only “Add a number” :confused: Can you advice me on what should I do please ? Thanks :slightly_smiling_face:

Hi, How can I add Multiple Select option from other table?When a new record is added in "Services" I want to be added as an option.Thanks

Hi- So I know just enough to be dangerous. To myself. So thanks for any help you can provide.I am trying to time stamp records when the Status changes to Pending. I figured out the formula, but as soon as the Status changes from Pending to Published (the next step in the process), the time stamp goes away. I am trying to keep track of when writers submit their articles (marked Pending).Is there any way to keep that time stamp - even when the Status gets changed from Pending to Published? Is there a better/smarter way to accomplish this?Thanks for any help you can provide.

On the Pro Plan.I am using a simple automation to send emails to static addresses.  The process is functioning well and emails are successfully sent to any address correctly entered into the To: field of the automation.  However, there is one exception.  The process will not send to one specific email address (sales@xxxxx.com).  No email is ever received.  It does not go to the Junk box: Airtable automation history says the message was sent.  This is particularly odd because this is the email address used as the login for the whole account!  It is happening in several different automations.  In the attached screenshot the email to diane@xxxx.com was received.  There is no sign of the one going to sales@xxxx.com.  The automation history says it was sent.Any ideas?

I have an updates table with two forms.  One form is for instructors to upload their lesson plan to the main program table.  The other form is for program managers to make changes to records in that same main table.I have two different forms, with separate pre-fill form urls.  Screenshots are below.Whenever an instructor uses their upload form to submit the lesson plan, the link for program managers breaks.  Why is this happening?Thanks in advance.         

Hi Airtable community, Looking for some help with setting up a basic CRM. Context: This company runs multiple programs. 1 person can sign up to multiple programs Want to create 2 tables: Table 1: Sign-up forms: All sign-up form data sits here, there will be multiple rows per person in this table. Table 2: CRM: This table has one row per person. Each row/record/person links to that person’s forms in the sign-up form table. I have created a quick Loom video to explain

Hello Airtable Community,I am trying to run a script from a button in a table and have used the following guide:https://airtable.com/developers/scripting/examples/recordpickerhttps://airtable.com/developers/scripting/api/input (to optimize by filtering on a view)When the button is used for the first time, it takes a very long time for the script to run; subsequent presses are almost immediate until the next cache refresh, i.e. a few minutes ( then the user have to wait a long time again).Here are the measured times:Full table 8039 records: 1 min and 49 secondsView 97 records: 1 minute and 6 secondsHere is the very basic code:  let table = base.getTable("POI"); let view = table.getView("DA"); let record = await input.recordAsync('Pick a record', view); if (record) { output.text(`You picked ${record.getCellValueAsString("POI")}`); }  Do you know if there's another solution? I just want the script to run on a specific record. I can't use an independent automaton, b

Hi all,I'm looking to roll up a set of linked records into one total linked records field.I am building a sales CRM and have different recruiters being labeled for different phases. Below is an example of my "leads" database. All items in brackets are [linked records] to the recruiter tab, where i've build recruiter interfaces for them to interact with their current lead statuses and etc.For example:Prospect LeadRecruiter Phase 1Recruiter Phase 2Recruiter Phase 3Total RecruitersProspect 1[Sally][Jane][Sarah][Sally] [Jane] [Sarah]Prospect 2[Jane] [Sally] [Sally][Jane] [Sally]Right now, I can't get the "total recruiters" field to autopopulate based on linked records in phases 1, 2, and 3. Recruiters, via the interface, can select a different recruiter to be on phase 2 or 3 once past phase 1. Ideally, I want every recruiter who is in touch with a prospect to be linked in the "total recruiters" column so that recruiters can easily see all of the prospects they have, and then what

Hello Community,I'm seeking your assistance in finding additional resources or suggestions for my approach in tackling a particular issue.Objective:I want to integrate a button within my Airtable database that can generate an interactive email chatbox (open or close) for partners to request notifications with just one click, specific to certain projects.Potential Solutions:SendGrid isn't a viable option for this task.Building my own extension is an option, but I'm unfamiliar with the process, and without clear guidance, I'm concerned about its feasibility. Building a new extension - Airtable Blocks SDK Hard coding would be a last resort since I am new to Airtable and don't want to reinvent the wheel if avoidable.Zapier offers some promising potential solutions, such as "Send emails for new Airtable records in views (zapier.com)", but I'm unsure about how to proceed without clear directions.I would be extremely grateful for any advice, solutions, or resources you can share with me.

Hi guys! Is it possible to automate the translating with google translate extension in airtable? So that you don't have to go to the extension and press the button "Translate with Google"?

Y'all.  I'm losing my mind over here.  I've done other automations in the past, but I've spent 2+ hours on something simple, and still can't make it work!  I'm trying to outline a sequence of lessons for a course.  Each lesson has a Prerequisites column and a Follow-Ups column.  I simple want to create an automation that will do the following:When a record is updated in the follow-ups field,Update the records that are referenced as Follow-Ups (children) to reflect that the original record is a Prerequisite (Parent)Why is this so hard???

We’re having to maintain data records in two tables, rather than one, because forms only create new records, not updates.Here’s the scenario:New Assets are created in the Assets table:ASSETSAsset NameAsset LocationModule NameAppleapple.comTruckBananabanana.comTruck; PlaneGrapegrape.comBoatThe Module Name column is Linked to the Modules table:MODULESModule NameModule LocationModule TypeTruckapple.comCourseBoatbanana.comCoursePlanegrape.comVideoThere’s no problem creating the Assets records, either through a form, or directly in the tables, by those of us with those permissions.(Note that the Banana asset is associated with two Modules: Truck and Plane.)When we want to update an Asset record, we can only do so by working directly in the table.Some team members can only update records through a form. When they do so, a new record is created, but we do not want to add more records to the Assets table since we expect each Asset record to be unique. We would prefer not to see two Apple recor

I am receiving an error when testing a twitter automation. Trigger: record is created Action 1: find a record with conditions (character count=good, status =approved) Action 2: post tweet of only that record Error on action 2 test that twitter is missing the status parameter. I got a twitter automation to work the other day using similar steps, except that it was tweeting ALL records instead of just the most recent one. (Secondary issue) Question: how do i fix the status error? I’m a beginner. Please speak beginner language. Thanks!

Hi guys. Having some issues integrating airtable with Twitter. I know there is already something set up in Airtable to post Tweets but I don’t want to be limited with the attachment file sizes that are imposed. Can anyone shed some light on why this fetch call can’t authenticate please. var myHeaders = new Headers(); myHeaders.append(“Accept”, “/”); myHeaders.append(“Connection”, “close”); myHeaders.append(“Cookie”, “guest_id=v1%3A163524415819855112; personalization_id=“v1_enOaDCeivWtb8VsMrM7chg==”; lang=en”); myHeaders.append(“User-Agent”, “OAuth gem v0.4.4”); myHeaders.append(“Content-Type”, “application/x-www-form-urlencoded”); myHeaders.append(“Authorization”, myStr); var requestOptions = { method: ‘POST’, headers: myHeaders, }; fetch(“https://api.twitter.com/1.1/statuses/update.json?status=Hello%20Ladies%20%2B%20Gentlemen%2C%20a%20signed%20OAuth%20request!”, requestOptions) .then(response => response.json()) .then(responseBody =>{ console.log(responseBody); }) .catch(

I would like to automate posts to Twitter so that they send out both when “Ready to Publish” (status field) and at a specific date and time (date field with time). I note that in the triggers, it allows for date but the most specific it gets is “today” and does not include the specific time. Will it still post at the correct time if the automation is running or is this not possible in Airtable yet?

Hello! Since Airtable has discontinued their native Twitter integration, I have been wrestling with trying to get a script to work within my automation that directly works with the V2 API from Twitter to post tweets within their limited free tier. Most examples on how to approach it with javascript seems to involved a couple of dependencies we can't use within the Scripting action, so I am curious if anyone has found a way to write a script that will work with the latest spec of the Twitter API V2?

Hi there,I am aware of the 100 unique email limit per day on AT, and I am trying to find a solution. Is there a limit to how many emails you can send on the SendGrid extension? I can't seem to find this info in the documentation.Thanks