Automations

Sorry if something similar has been posted already - I'm hoping to figure out an automation where when a record on one lable is labled (via checked checkbox) as a primary contact, that record links to the "primary contact" linked record field on a different table. In a perfect world, this could coincide with an automation where if the primary contact changes (a record is unchecked), that record is unlinked, and replaced with the new record.Or - is this possible to do with conditional formatting at all? I can provide screenshots if that would be helpful!Thanks all!

My button works great, and I'm fairly good with automations, but I can't find a solution. I'm guessing the best way is a script, but I always have to find the script code I need online and I can't find anything related. Can anyone point me in the right direction? Thank you.

Hello guys, I need some help in editing the below code to integrate open ai api with airtable directly without any 3rd party tools. is there any way that we can make the script automatically run all records of a column instead of manually selecting each column every time.  const { table, promptField, outputField, openaiApiKey, maxTokensStr, } = input.config({ title: "Connector to OpenAI API - Using text-davinci-003", description: "", items: [ input.config.table("table", { label: "Table", description: "Where your fields are" }), input.config.field("promptField", { parentTable: "table", label: "Prompt Field", description: "Text you want a response to" }), input.config.field("outputField", { parentTable: "table", label: "Output Field", description: "" }), input.config.text("openaiApiKey", {

This is for exports from a donor database. I have two columns Credit & Debit. Credit is for the donation amount and Debit is for the CC processing fee amount. Debit is a calculated column based on a formula. Each "Donation" (Record) has both credit and debits but I would like to have a separate record for each of them.I.e. 1 Record for John has his donation amount as well as the other misc. columns and 1 Record for his CC fee.I only know the term in PowerBi of unpivoting columns to achieve this. Is there a way to do this in Airtable?

Hey guys, super new to airtable and JS, still trying to figure out how i can embed my script in this first post of mine.I wrote a script that finds the largest number in a field, increments it by one and does some other formatting stuff (add a 'Q-' +(last two digits of the current year)+(current quote #))) then puts it in that same field for the record that triggered the automation. It sorts all records in Ref Max No(formula field to extrapolate a number from our quotes. The formula is as follows:IF({Ref No}, VALUE(RIGHT({Ref No}, 3)), 0)  e.g. Q-23089 turns into 89For some reason it keeps finding the largest number as 572 even though the largest number is 89. everything else in my script is working as expected besides finding the largest existing number.Here Is my code// Script configuration const SALES_PIPELINE = "Sales Pipeline"; const REF_NO = "Ref No"; const MAX_REF_NO = "Max Ref No"; let inputConfig = input.config(); console.log(`The

Hi guys!Im trying to create an automation that changes a single select field from one option to another. I have a record of a tour which has a start date. I would like to change the field of "Week" to "Last Week" if the start date is before today but not before 1 week ago. It is my understanding that I first have to 'Find Records' before, and then use those records in the Record ID field of the configuration, but it still isnt working! Can anyone help me understand what the issue is? Thank you

Hi,I have two tables:The first one is to manage people who fill in forms and then I want to send them an email with the appropriate PDF training. When they fill in forms they get different "roles" such as Prospect ticket as you can see. It is linked to my second table with the columns programmes and pdf.My second table (programmes) contains the pdf files I want to send themWhat i would like to do is that when on my first table they are for example prospect ticket, they get THE programmes and the pdf associated with the program using an automation. So for example: For Prospect ticket I want ticket and the pdf associated (as it is in the picture), prospect boost get boost and the pdf....I have been trying for a long time this afternoon and undestood that i need to use the find fonction. Nevertheless, I can't get it to work. The goal is to manage to make change the column programmes ( which makes the pdf change automatically) into the programme associated in the other table

I want to create a script that will automatically open links inside of a specified field, search for an element inside of the links ex. another url, and perform an action based on the existence of the element or lack thereof. I want the script to be activated every time that field has another link added to it as I have an automation continuously adding more data to the table and I want the script to keep up. If anybody has any tips on how to create this script it would be greatly appreciated. I got a script from eden ai but I don't know how to code and don't really understand it. Here it is import jsonimport requests# Function to search for specific elements within the links in the Airtable databasedef text_search(api_key, texts, query):headers = {"Authorization": f"Bearer {api_key}"}url = "https://api.edenai.run/v2/text/search"payload = {"providers": "openai", "texts": texts, "query": query}response = requests.post(url, json=payload, headers=headers)result = json.loads(response.t

Hi, I have created a Typeform survey and a Airtable to record all the answer. However, if a user using a same email. It will create a second record with same email. How can I have AirTable filter by email and update records accordingly? Is this achievable? Please look at 1st Survey table. Airtable Airtable | Everyone's app platform Airtable is a low-code platform for building collaborative apps. Customize your workflow, collaborate, and achieve ambitious outcomes. Get started for free. Thank you

Hello. I have 5 tables with the name of the sections, I need to output 2 fields from each table into one common table. Preferably so that they are filled in themselves, every time a new entry is created in one of the sections. Thanks!

I have created an automation with two conditions.The trigger has three conditions.The first conditional action has two more conditions.The second conditional action has two other conditions.Both conditional actions are to send an email, however neither action is generating an email after running for over a week.You can see in the attached screenshot that when I run a test on the first action, there is an error that reads: "The expected group of conditional actions was not selected after evaluating the conditions."Also, further down on the test page, it says the output failed, but it does not indicate why it failed.I'd like some help figuring out why the first action is failing, and why neither action is sending the expected email.  I can only assume that they are related.UPDATE: I believe I figured out the reason why the emails are not sending — the Date fields need to be part of the trigger rather than part of the action — but I don't see any way to add conditional logic (i.e. if

Hello, I'm trying to formulate a triggered response, based off the fields value.For invoicing, I want it to send out an email if the record's field value is "Invoiced". I currently have 3 options for this field: Not Invoiced, Paid & Invoiced. IF the operator selects "Invoice" from the drop down of that record - it should automatically send an email to that contact. I have a field in that record as "Billing Contact" and it links to the customers DB table. I also have the PDF attached to this record as an extension for the customer to see once emailed. Any way I'm able to go about formulating a triggered response in automations?Thanks

I want to send an automated email that includes a formula field/token (it is called "6-month historical average"), formatted to 0.1 decimal place (this formula calculates an avg of the numeric values in 6 other fields, all of which are to 0.1 decimal place).Although the "6-month historical average" field is formatted to 0.1 decimal place, when I test the automation, this value always appears with a long string of decimal places e.g. instead of 4.6 it will show as 4.6437449559. Why is this happening?! I want the historical average to show with only 0.1 decimal place.  Thanks for your advice!

Hello everyone,I would like to run an automation to keep track of the previous values of a cell so that I can see how inventory is being withdrawn from the database and have a correct running tally of inventory items.Currently my airtable is set up like this.The quantity removed field is constantly updated as product is removed. I would like to have the sum or some record of all the values ever written into this field in the previously removed field. I have tried formulas but I keep running into circular references. Therefore I am trying to create an automation which will add the new the new value entered to the quantity removed field to the previously removed field value.For example: on the first day Quantity removed is entered from softr and now has the value 15 for a particular product. Therefore previously removed should be 15. On the second day another entry is made to the Quantity removed (value 20). Now the previously removed value should be 35.This must all happen to the s

I am trying to create an automation that updates all records in a table at a specific interval. The automation needs to look a single select field and based on what it is set to update another single select field.The automation works when the trigger is update or create, but the time interval trigger is eluding me.The automation is set to run every 15 minutes, and it looks for specific records. But How do we tell it to update individual records from the list it found?

Hi there. I have a event table full of info for scheduling a bunch of different types of "events."One of the pieces of data is the frequency these events need to occur in weeks. So some happen every week, some happen every 2, some every 4 weeks, etc.In a planning table, that assigns specific information to each instance of the event (primarily location), there is look up fields for the event table info, and look up field to a location table. Since all the events have different frequencies, I would like to automate the creating of the next events somewhat. Is that possible? So if I create "Event 1" assigned to "location 1" on the 1st of July 2023, and "event 1" repeats every week, can I have it automatically create "event 2" on 8th of July 2023? This could ideally be handled 2 ways - a field that has a "no more events after this date" info (so that it doesn't create infinite records), or the Planning Table is grouped by "event" and whenever I click the "new reco

I want to send an email every day at 12:00 p.m. to each record that matches a specific criteria. Trigger: At a scheduled time Actions 1: Find Records Actions 2: Send Gmail When I run the application with the above settings, the email addresses of the target users are included in the cc and the email is sent all at once. How can I send each email individually?

I am currently using the "when a record is updated" trigger paired with 10 separate condition groups, each with its own "update record" action to change the status of records that meet specific criteria. The problem is that it relies on the record to be updated in order to trigger. I'd like to do this same thing using the "at a scheduled time" trigger so I can run this automation daily whether a record was updated or not. I've tried using "find records" to get a list of records to update followed by an "update record" action but I get a "received invalid inputs" error.  

I have an automation set up that is supposed to send an email each Monday at 8am letting people know the status of upcoming items that are due and a list of what is needed to complete them. The automation pulls the information from 3 different tables (using a particular view in each one) and inserts it into the email.One of the fields it's supposed to pull is the 'Needed to Complete' field (long text field with rich formatting enabled). The automated email pulls all of the other fields fine, but will not pull in this one. And it's not just that the values are empty - the column isn't showing at all in the email.I've tried retesting a few different times and it still will not pull that field in. Here's what the structure of the automation looks like: Any idea why it won't pull in that one field?

I'm building a base that users can copy, and I notice all my tables, records, fields, and extensions copy over when I create a template of that base. However, I'd like the templated base to include the automations I built, plus the interfaces if possible. (Honestly, the automations are more important.) I've poked around the Community and even asked ChatGPT (which swears this built-in functionality is possible in Airtable, but I can't find it!).I see other topics in the Community related to duplicating bases (and thereby duplicating automations) but this base template will be set up for other users to use as a starting point, and they wouldn't have access to the backend of my Airtable system.Thanks for any guidance!

I have more than 35-40 filter options available. Example: Founder, CEO, CMO, CFO, Manager etc. How can I reuse filters in multiple tables and bases?Currently I have to manually select each of them one by one for each table and base. 

Hi, I've searched for an answer but haven't found anything posted recently. Thanks for any help.Simple question. I'm looking for records daily at 3 p.m. that meet certain conditions. If I find them, I send an email with the records. But is there a way to do nothing if I don't find anything that matches the conditions? Will the automation automatically abort if conditions are not met? I don't want to send blank emails. Thank you.

I have 2 tables each have one common column i.e website. How can I generate 3rd table which will be intersection of table 1 and table 2?Note: I am using airtable free plan

All of our integrations with Microsoft Teams have stopped working. We have an automation to automatically send a message to a Teams Channel when a new person applies to the company (by sending an airtable form). I can connect the Microsoft Teams account, but I can’t select any channels or teams in the automation settings. Anyone else?

I'm having problems with inputConfig. I'm running a script to check if there are fields with missing data in the columns, this script sends me a notification with which data is missing and generates a report, but I came across this error:The script I want to run in this automation is this:const table = base.getTable('NOME_DA_TABELA');const columns = table.fields;// Função para verificar se um valor está vaziofunction isEmpty(value) {return value === undefined || value === null || value === '';}// Variável para armazenar os nomes das colunas com dados faltandolet missingColumns = [];// Verificar se há dados faltando nas colunasfor (const column of columns) {const value = inputConfig.newRecord.getCellValue(column);if (isEmpty(value)) {missingColumns.push(column.name);}}// Enviar uma notificação e gerar um relatório se houver colunas com dados faltandoif (missingColumns.length > 0) {const recordUrl = inputConfig.newRecord.getRecordUrl();const reportText = `Novo registro com dados falta