Hi, I have been having problems with this for weeks now and cannot understand why my automation is not working.
I work for a company that runs an appointment based service. I book the date it is for and the status of it. When I put in the info, it is defaulted to "Booked". When the day AFTER the appointment comes, I want the system to find all record that match the given criteria (appointment yesterday, status booked) and update it to "Completed"
I have tried a million different things but nothing is working.
Here is what my configuration is.. Someone please help me understand what I am doing wrong..
Best answer by Jack_Manuel
Airtable doesn't let you update a group of records in one go per se. Instead you update one record, multiple times for each item in a list.
The update record action doesn't know its in a list, it just wants the id of a single record at a time. That's this field here.
You have that field set to status when what it wants is the record id of the current item in the list. If you delete what is there you should be able to click the blue plus and see something similar to this.
Select "Airtable record ID" under "Insert value from field" when you have "Current item from List of records" to trigger the "Update record" on each item in your list of records.
14 replies
A
Anonymous
0 replies
April 22, 2024
For more reference this is my "find record" config
What does the testing error say on your update step?
The approach of using a find here won't scale if you get more than 100 appointments in a day. The find is limited to 100 records returned.
Instead, I would use a formula field to calculate when you are 1 day past the appointment date. Then use a trigger of "when a record matches condition" where the condition includes appointment in the past formula. This will ensure your automation will scale.
I am sorry, but I am still confused even with the help. I am trying to update the status of multiple records but I cannot get the record ID of these. I feel like I am missing something here.
You have posted the same question multiple times over the last few weeks. It is starting to feel like this might possibly be an AI robot trying to spam us here in the forums? I have given you the same answer every time you have posted the same question. I also posted a screenshot the last time I responded to you. Which part of my instructions above did you not understand? Please spell out which part of my instructions you did not understand, so I can clarify.
Airtable doesn't let you update a group of records in one go per se. Instead you update one record, multiple times for each item in a list.
The update record action doesn't know its in a list, it just wants the id of a single record at a time. That's this field here.
You have that field set to status when what it wants is the record id of the current item in the list. If you delete what is there you should be able to click the blue plus and see something similar to this.
Select "Airtable record ID" under "Insert value from field" when you have "Current item from List of records" to trigger the "Update record" on each item in your list of records.
A
Anonymous
0 replies
April 22, 2024
You have posted the same question multiple times over the last few weeks. It is starting to feel like this might possibly be an AI robot trying to spam us here in the forums? I have given you the same answer every time you have posted the same question. I also posted a screenshot the last time I responded to you. Which part of my instructions above did you not understand? Please spell out which part of my instructions you did not understand, so I can clarify.
I am not a robot Scott. I am providing screenshots and asking for help, and even private messaging you for help. It is very clear that I am not AI or anything of the sort. I was under the assumption that changing the "record ID" meant that you were only changing ONE record. Not the list of records that I want to change. I have multiple peoples statuses I wish to automatically change when a specific day is passed, so I had assumed what I have stated above.
A
Anonymous
0 replies
April 22, 2024
Airtable doesn't let you update a group of records in one go per se. Instead you update one record, multiple times for each item in a list.
The update record action doesn't know its in a list, it just wants the id of a single record at a time. That's this field here.
You have that field set to status when what it wants is the record id of the current item in the list. If you delete what is there you should be able to click the blue plus and see something similar to this.
Select "Airtable record ID" under "Insert value from field" when you have "Current item from List of records" to trigger the "Update record" on each item in your list of records.
This is the exact information that I needed explained that scott did not provide. Thank you for your help
This is the exact information that I needed explained that scott did not provide. Thank you for your help
That is the same information that I gave you in my post above (although I didn’t include a screenshot this time).
A
Anonymous
0 replies
April 22, 2024
That is the same information that I gave you in my post above (although I didn’t include a screenshot this time).
Scott, thanks for your reply but I really do not wish to continue a back and forth on a public forum. If you would like to continue a dialogue please let me know via direct message.
