Automations

Hi, I am trying to add on more function to the existing auto set date script I found on Airtable extension (please see below). I am hoping to incorporate into the code below that if there is a task that has been marked it should start 20 days before the entered project start date, and another task that is marked 30 days after project start date but it will not have a specific dependant controlling it. Is this possible?Best regards,Eve

Hey all,I've set up an Airtable automation that links every new [Payment] record to a [Monthly summary] record - or creates a new Monthly summary record and links to that if one doesn't already exist.When a payment is added, the automation searches the Monthly summary table by its ID; if it finds a record there it will link the new payment record to that existing Monthly summary; if it doesn't find a record it will create a new Monthly summary and then link the Payment.It all works fine for individual entries - however, I need to import a large amount of payment data from an old system, and when I test even a few records, it duplicates the Monthly summary entries - i.e. it doesn't realise that one already exists and adds a new one - I think probably because multiple automations are firing simultaneously rather than 'queuing' them and firing them one after the other.Here's a quick video showing what should happen and what's actually happening:

Hi there,I'm trying automation for the first time and the ask is very specific. We run different training programs. For now, there are three training events we conduct for which we want to send automated emails once attendance has been updated. For eg: Main event is 'Clarity in Communication' . Under this topic we have multiple sessions carried out through the year. Once the training is completed, we want an email to go out to the participants after 7 days, then 30 days and then one specific date in April. All these messages are different. I'm not sure how to proceed with this and set up these conditions. I've tried various triggers but maybe I need some additional data in my records? Any insight would be helpful. Would be happy to chat in more detail if required.

Is there a way to use dates to find records dynamically in an automation.I have a line items table for my orders. That table links to an Item in another tableThen we have a third table that contains pricing records for each item with a start and end date for that pricing validity.I am trying to source the price for the line item by looking at the order date and then pulling the price from the pricing record in effect when that order is set to load. 

I have a table that pulls some fields in as lookups.  I want to run an automation on record creation that copies the data from Field A to Field B.  I have tried to follow a few guides but even though my automations run in the testing stage they seem to fail in actual use.Trigger -> When a record is created in "Table 1"Actions -> Update record in "Table 1" -> Record ID "@" -> Fields -> Field B - Field A "Value"What am I missing?  Does it have something to do with Field A being filled with lookup data from a different table?  Is it a timing thing? (like does it need X seconds to process before trying to copy?)  Thanks!

I have 2 Airtbale Bases.One of my Airtables is importing a view from the other. The sync is 1 way and I see the data change as it is updated on the other base.I have some automation setup that looks for updates on specific fields.I noticed a load of automation shad not run, logged into Airtable with the data import and suddenly all the automations ran.Is this the expected behaviour? Is there a way to make sure the autoamtions run even if no-one logs in for a few days?Thanks

Hi,Is it possible to create 2 different forms on airtable ? 2 forms that would not be connected?thank you

I have a mysterious issue I have a field with this formula: IF(language_assessment_label="English",0,IF(SEARCH(TRIM(language_assessment_label),""&assessor_accredited_languages)=0,1,0)) It works very well in Airtable. However, when the automation transfers the column's values to a Google sheet,

Hi everyone, here's what I'm trying to do. This is a base used to track enrolment in classes.Column 1 (linked values): Enrolment HistoryColumn 2 (linked values): Classes - Current EnrolmentI want an automation that will run every day and add any linked values in "current enrolment" to the list of values in "enrolment history", **without** overwriting it.Here's how I've tried to set it up, but as you can see it doesn't work:  

My automation runs when a form is submitted. This form includes two pre-filled fields: Asset Name and URL Location that are located in the Assets tableThe form resides in the Updates table, and when the form is submitted, whatever value has been added to the URL Location on the form successfully updates that value in the URL Location field in the Assets table.Now, I want to modify the automation so that when the form is submitted, it will also update the Asset Name field in the Assets table. But I am unable to fiddle with the pre-filled Asset Name value in the form, like I can with the URL Location value. I think this is because the Asset Name field in the Assets table is the primary field. I can easily change the name directly in the table itself but can't figure out how to do this through the form.Any ideas are most welcome.

Hey, I have a problem with a repeating group, it does not accept my script as input source. // Load and filter table const table = base.getTable("Contact List"); table.selectRecordsAsync({ fields: ["First Name", "Last Name", "Title", "Email", "Phone Number", "Organization", "Address", "City", "Region", "Country", "Zip Code", "Marketing Consent", "Tags"] }) .then(queryResult => { const queryRecords = queryResult.records.filter(record => ( record.getCellValueAsString("Marketing Consent") === "true" && (record.getCellValueAsString("Tags") === "Fliese des Monats") )); const dataArray = queryRecords.map(record => ({ "firstName": record.getCellValueAsString("First Name"), "lastName": record.getCellValueAsString("Last Name"), "title": record.getCellValueAsString("Title"), "email": record.getCellValueAsString("Email"), "phoneNumb

I would like to gain a better understanding of how the integration with Outlook works, specifically the aspect concerning the creation of new records upon receiving emails in the "Task" folder.I've set up an "Integration" that generates a new Task when an email is received in the "Task" folder. The integration seems to be functioning correctly, but I'm a bit puzzled about one thing. It appears that when I move a very recent email from the Inbox to the Task folder, the integration is triggered. However, if I move an email that's a few hours old from the Inbox to the Task folder, the integration seems to ignore it.Could someone explain the circumstances under which the integration is triggered? What specific conditions need to be met for the trigger to activate? This clarification would greatly assist me in using this feature effectively.Thank you for your assistance and support.

We are a land surveying firm with records for each project.  Each record contains latitude and longitude information so we can map the records for logistical purposes.  It would help us to know when we take a new job if we have done a previous job within a 1/2 mile or 2640 feet of the new record.  We could build off of our previous work.  Does any know of a solution for a problem like this using a zap or other app in conjunction with Airtable?  I have seen several posts about converting addresses into lat/longs or vice versa, but that does not solve my issue.  Appreciate any wisdom or guidance someone might provide.

Hello community I am having issues with a table of mine. I run a trucking company and have a table to calculate my estimated expenses down to a per mile bases. So I assign expenses and revenue to certain cells and it help generate my CPM. Although I am have an issue that is making things more time consuming. When I assign and revenue or expense to a cell it does not remove the item from the selected field of available expenses or revenue. Any suggestions on how to solve this issue? 

Hello, I have created a sign-up form in Airtable for our nonprofit. When the form is submitted, I would like to have that email, first name/last name contact record added directly to a Google Group. Is there a way to do this directly from Airtable?I have found work arounds with Zapier and Make, but would prefer to do it directly. 

Hello Airtable Community,Please, we have a problem when an automatic email is generated while reading the records from Table/Base. The numbers in the body of the email are returning differently from what they are placed in the Base. It looks like a bug during conversion since the screen preview is correct !!! Happens with date format and also values.I ask for help.Thanks in advance.

How many new records can airtable handle at once.Submissions from Gravity Forms to Airtable

HII've got my slack automation working really well for notification, but the link to access the record goes to the last VIEW in the Table I use or the person used in Airtable I can't seem to get it to go to a specific view that has only specific fields showing for that record.How can I make this work so the reviewer doesn't have to go through all the fields that are not relevant to their task. 

Hi Community 🙂Is it possible to make an Automation - send Slack message if 'anything changes anywhere in the whole base', not just in one Table? Or I have to make Automation for every Table separately?Thank you all

Hi there, would like to get help on the followingI would like to create an "I'm interested" button and redirect to WhatsApp. However the text message I wish to customise it according to the field they selected above. This is the link format I used: "https://wa.me/60392128545?text=Hi%20Chup,%20I'm%20interested%20in%20licensing%20for%20the%20location%20of%2"{Location Name}" Error: Sorry, there was a problem saving this field. Invalid formula. Please check your formula text. I would like my viewers to hit the button and send a WhatsApp message of "Hi Chup, I'm interested in licensing for the location of [Location Name Field]

In an email automation, I am trying to populate the "From" and "reply to" fields from a user card (see attached screenshot). However, when I preview the message, both fields are blank even though the field has a user card that is associated with both a name and an email. Is it possible to populate the "from" and "reply to" fields in this way?

Hello - Is it possible to add a signature card image (see attached) from my computer to an email in an automation? 

I am trying to create an automated email with inserted % fields. However the percentage is not showing up correctly.For example, the % for the record is 55.50% and it is showing as 0.55% in the email.I've attached screenshots of the Automation Email, Email Preview and the actual Record. Thanks!

Hello, I'm trying to create a new record in my base every time a new row is added to a google sheet. However, when I try to configure the Automation I don't have the option to select the fields I want to add (Title, Brand, Supplier, Cost) but instead it shows me "Product" and "Detail" that are in the headers in first row of the google sheet.Any way to solve for this?Thanks! ProductDetails TitleBrandSupplierCostPantsXTBD$4.00

Hey Y'all!I'm struggling to figure out how to do the following and would love some help!I've built a base that tracks registered and onboarded people in a "People" table. "Registered" and "Onboarded" are options in a single select field. The end result of what I'm trying to build is a simple graph that has day on the X axis and a record count on the Y axis. I want to have daily snapshots of total number of registered and onboarded people as my Y Axis. I want to automate this somehow. I think I should make a new table with dates as the primary field and then one field that is the total registered people for the day and another field that is total onboarded people for the day.But how can I automate this so I don't have to check and update daily?I figured automation would work, but the options are so limited with a time as a trigger.I'm thinking I might need a script that runs daily?Can someone help me out here? T