Automations

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 dat

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

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,A

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. 

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"),                    

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

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 m

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

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 session

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 h

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

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 = {}; 

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.