Automations

HelloI am trying to create some asset management system, and having a play with Airtable to see if i can get the functionality we need I have a table of ToolsI have another table with Field Work, with a start and end date. they are linked together with a link field where people can select which tools will be going on that job. I need to make sure there is some way of flagging a conflict if a tool is assigned to a record on the same dates.this flagging can be either a notification/flag, or refusal to assign tool, i dont mind as long as the users can see that their is a tool conflictCan anyone help with a way to automate this? or a different way to go about it?Many thanks!Kate

Hi!I have a date field and a formula field (today MINUS date field) and another formula field that countdown (3 MINUS subtraction between today and date field) - I included photo of these fields. This is because the customs allows only 3 days for import the product. So I want an alert (countdown from when the customs contacted me that the product is at the customs).Now I want to add another date field (let's call it date field #2).I want automation (or formula field) that when I enter date in date field #2, formula field stops the countdown. Is it possible to do that with automation or another formula field? And also, how it's done? 🙂Thanks a lot guys!

Hi all!As a novice user, I'm having a hard time automating a process. Hope I can get some help:I'm creating an app to track bets in a sports game so:I have a parent record "The game" with these fields: Date | Game | Result (Win / Loss)Linked to the game I have different bets, usually more than one) with these fields: Status (Open, Closed) | Bookmaker | Odds | BetThe automation should be:1- When the game result is updated2- Find bet records associated with that game3- Change those bet records' status to ClosedReading many threads I've seen that I may need to write a script but want to validate before starting to learn how to do it.Thanks in advance

Hi, I am trying to find a workaround for an issue I have with an AT automation that is triggered by a webhook. I am using 2 system webhooks (I can't control when they trigger) from ActiveCampaign. One is for 'deal created' which I am using as the trigger to create an airtable record. The second is 'deal updated' which I am using to update the airtable record (the aim is to keep the deal stage in the AirTable up to date). I am getting automation errors in AirTable because the deal updated webhook also fires in the same minute as the deal created webhook fires which means that the AT 'deal updated' automation runs an error with the update record upon most new deals. I am planning a workaround and wonder is it possible to restrict the conditions in the AirTable (deal updated) automation to end if an additional condition (field value in the webhook body) to the webhook trigger is not in place, or proceed if that data point exists? I have set-up an automation in ActiveCa

hello!i'm trying to send emails via the outlook automation. everything works like a charm, apart from the emails not arriving at all. so it doesn't work at all 😞 unless the receipient of the mail is an address with the same domain as the one i am sending from, that seems to work. but if i try to send to a gmail address, i simply never receive the email. does anyone have any idea why this might be? very sad.

Hello, I would like to create a CRM from an existing customer list, with an event management function.In particular I have: a "customer" table and an "event" table.Customers must register for the event by submitting a form (which inserts data into the "event" table). When the customer already exists, a tag is created into the "customers" table referring to the event. Or in any case a link between the "customers" table and the "list" table.Do you have any suggestions? Thank you!

I'm trying to put together an automation that will update a date field within a group based on a selected record in that group. I put together an automation that watched a view with only the main records and then pulled all the other records from that group into a list and then updated the record with that main record's date. However for some reason when I went to update the 2nd group with it's own automation, it started updating both. Is there an easier way to do this? Based on the image below, I want the date for CEE to go into all the CEE countries and the date for Benelux to go into all the Benelux countries. 

Hello everyone,I am trying to follow ongoing contracts on a timeline view. However, the timeline will not display items that don't have a Start and End Date.Following  some other topics, most notably this one, I am trying to find a workaround where an automation automatically updates the End Date to match Today's date.A Checkbox is ticked for all contracts flagged as "Ongoing". The "Find" step locates the ones where "Ongoing" is ticked, and the "Update Record" steps supposedly updates all End Dates with the "Today'scDate" field value.However, as seen on the attached screenshot, I get an input error. I used the "Find & Update" method quite frequently and never got this result before. I usually use "When record matches conditions" trigger, maybe the error lies within the trigger ?  Also attached is the formula of my "Today's Date" field in case the error lies in the formatting, but I checked it so it matches Airtable's format (I am in Europe).Thanks in advance !&n

Hello, I’m trying to create an automation: –TRIGGER: status of the record is changed to “Completed/Published” (I managed this part, I think) –ACTION: the “Published Date” field is automatically filled-in with today’s date (here’s where I get lost) Is it possible to do this, and how? (I tried various things but am getting “test failed”) Next question: Would the user still be able to manually change the “Published Date” field? For example, let’s say our content was published yesterday, but the user only updates their record in AirTable today, so they would need to manually correct the date. Thanks for your help!

Hello I would like to make a simple verification process with a form (where after stored on successful verification further steps follow)In a form the email is queried - which will end up in the same row as another email (from a database) -> can I build a view which filters only by the end of the email address?Field 1 (submitted field)= @123.comField 2( which is in my databank) =@123.com When field 1 ending of emailadress contains something of field 2 -> Success, enters new ViewMaybe I think too complicated, would be glad about help.

Hi Folks, I'm trying to build a degree audit for my department, and the automation I built recognizes when any of XX courses is present in the student's record. I then want the next automation to use that same set of course numbers, but not count what automation 1 already identified. I can't figure out how to reference the previous automation though. Any ideas?

I'm using the 'create google doc' automation to output a grid of records.One of my record fields is a formula field - which is concatenating 2 long text fields together, and using the '\n' in the formula to give me a line break between the two fields being pulled in.  This works fine in the airtable (it shows the line breaks) - but I loose the line break when the google doc is generated: Any help very appreciated!! 🙂Layla  

I will be using Make to update a table with information gathered in the field. This includes new photos of assets. There should be only one photo in the attachment field, with all old photos stored in a separate field. I don't want to just replace the original attachment, as these photos are still needed. I want to be able to do the following:Upload the new photo into an attachment field ("Photo") using Make.Once the photo is uploaded, the previous attachment is moved to the "Old Photos" field. This field can have more than one photo stored in it.Is there a way to achieve this using scripting or some other tool?

I am trying to hava a base or table that keeps track of all of the visible fields in a view, and I want this to be done automatically whenever a fields is added, removed or it's visibility is changing.  We have more than 30 views and more than 30 fields.  I am getting this error, whenever I try to run the following code.   let table = base.getTable("Master Product List");console.log(table)let recordId = input.config().triggerId;let records = await table.selectRecordsAsync();//let updatedRecord = base.getTable('Master Product List')let updatedRecord = records.getRecord(recordId);console.log(updatedRecord)let viewNames = [];let views = await table.views;console.log(views);for (let view of views) {  let queryResult = await view.selectRecordsAsync();  let recordId

Hello everyone! Are there any Automator document users here?I'm trying to create a document that picks up fields from a find record from a view to put into a Google Docs, except the layout is not respected: the \n line break character in Airtable does not seem to be recognized: do you know how to make a line break as in the Airtable view?Line breaks are coming from a ARRAYJOIN({Lookup},"\n")Thanks for all your advice!

Hi, Is there a script that will generate a Unique ID for each image that would ideally be the concatenation of other fields like Initiative Name, Project Name, and then some random value?  While the image has a name, creating Asset ID's automatically would help organize and ensure we are working with the correct creative asset. 

I’m following up on a previous solution ScottWorld provided for another user. I apologize if there’s a better way to link to the old closed post. Anyway, the goal is to Automate the END TIME based on START TIME, and DURATION. The formula Scott suggested was: DATEADD({Start Time}, {Duration}, ‘minutes’) When I put this Formula into the END TIME formula field exactly as is, and the DURATION field empty, the END TIME is automatically set to 5 hrs after the START TIME. When I enter “3:00” (3 hrs) into the DURATION field, the END TIME is automatically set to 7 Days and 20 Hrs later. Obviously, I’m misunderstanding something.

I want to set up various automations with reminders (slack messages) or updates for the team but not spam them with an overload of updates.So far I only found how I can trigger Slack messages for a certain trigger but I want to avoid sending a message for each trigger.How could I "collect" all messages for one user and only send them a slack update e.g. once per day/week, with every update this person was mentioned in or task status changes that are relevant for that person?Thank you very much 🙂 

Hello Airtable Community! I'm working on a special project for a content calendar within Airtable. There are 4 tables in play: The master calendar table and 2-4 tables to individually view the content being planned for each platform. The master calendar is serving as a master view of ALL communications going out, but the individual tables are being used to plan the specific content. I am working on an automation that will create a new record in the corresponding individual platform views from the master calendar. The problem I'm running into is that I would like that new record to be linked to the original record in the master calendar. So that if changes are made to the record while viewing the individual platforms, it will also change within the master calendar table. I hope this makes sense, been struggling for the past few hours. I've attached a screenshot of what the tables look like. 

I am confused with how to set up the Repeating Groups feature and how to make it work the way I want to.My AirTable table is a list of many records that are assigned to different employees.  I created a View for overdue records (each record has a due date). I want to create a repeating automation that sends out an Email to each team member with a grid embedded in the email of their outstanding records at various times around the due date. I am confused as to how to make this work so that each email to a team member shows a list of only their own assigned records.I believe that this structure is definitely not going to work the way I want to because when I put in the grid from the "Find Records" action, it shows the entirety of the list. See this: What exactly am I doing wrong?  I created a table just for the staff and have it linked to the other records. But I don't want to send out an email for each record, only for each team member, and it should ea

I want to change single select field (named "Status") let's say from "status A" to "status B" of a product when the checkbox field (named "Checked") in checked. Both are in the same table.I already try it with automation but the error appears. What am I doing wrong here?  

Hey all,I am stumped and looking for some help. Here's the situation; I have linked record called subgroups (a string with an integer i.e. Pacific 6) that will be occasionally updated when the person is moved to a new subgroup. I want to keep a running record of each group a person has ever been in, so if they are in subgroup X, then moved to subgroup Y, then moved to subgroup Z, the record keeping cell would now contain "subgroup X, subgroup Y, subgroup Z" but I cannot figure out how to append the new information each time a record is updated instead of replacing or concatenating with just one other record. My automations keep failing but I am really green with automations so I'm not sure if it's even being built correctly.So far, I've tried the following:Using a formula with a change trigger in the form of a I/O single select and reference cell with the original group (called orig) - IF( Select ="Changed", Subgroup & ", " & Orig)​This just leads to a record with the orig

Hello, Quite new to Airtable, I have an issue with an automation.We are a non-profit that coaches People, who create Projects. We have a directory table called "Annuaire" where all the People are, a Projects table where we list the Projects and a Prospect Projets table for people who may be interested in our courses. The prospect table has a form, so people can enter their info by themselves. To keep things simple, the Prospect table has info related to the person (which would go in the Directory table) and the project (which will stay in the Prospect Projets table for now). The automation I have in mind is the following : 1. When a record is created, the personal information create a new record in the Directory table2. It updates the category (but that part is not a problem3. Then, the created record in "1" is updated to link the Prospect Projets to the "Annuaire" field in the tableI've tried the following automation : But as you can see, I

Hi everyone!I'm trying to create a simple automation to send notifications on a specific Slack channel once action X occurs. PROBLEM: when I try to connect my work Slack account, Airtable tells me that "the selected account is not valid or no longer works.". ⚠️It doesn't work with my company's Slack workspace but it works with my personal Slack Workspaces.Has anyone faced the same problem at any point in time? Or does anyone know how to fix this issue/ a workaround?⚠️It works if I use a 3rd party tool, such as Zapier or Make/Integromat but I can't use this type of tools for the project I'm working on. It must be a direct integration between Airtable and Slack OR a workaround that doesn't require 3rd party tools like the ones mentioned above - for instance, webhooks or writing a script?Thanks a lot for any advice and help.

I know this has been asked many times in march/april this year, but I’d like to know where we stand on this. I want to send a weekly digest of upcoming events, using a grid or list view. However, these events are always sorted from “newest” to “oldest” (i.e. the event I created last is on top). The same goes for the order of the columns in the grid by the way… Would it be so hard to add a sorting option to the “find records” flow block? Or at least keep the sorting that is used in the “view” that is selected for the “find records”??