Hello!
I would like to tag some records based on the text content in a column (ie: if Title contains "Tour" tag Tours). Feels like it should be pretty straightforward but I can't figure out how? Thanks!
For more context: I imported all of my team's events from Outlook and realized Airtable doesn't support the "Category" feature, so I want to add tags to these events so that we can break down the data. I figured I could probably do that based on title or other key words.
Thanks in advance!
Best answer by Kenneth_Raghuna
Airtable automations can do this quite easily, the buildout of the automation varies depending on the naming conventions for your events.
If you only need a single category tag for each event, and most events have something in the event name that alludes to a category, it might look like this:
Create a 'Category' single select field with a list of the categorical options you use, add "Unidentified" as an option (this is done in the events table).
Create an Automation with the following configurations:
Trigger: When a record matches conditions...
Event Name is not empty AND Category is empty.
Then use conditional groups along with the Update Record action to execute the tagging.
The condition for each group will look like "Event Name contains XYZ (ie. Tour)"
For each group, use the Update Record action to add the corresponding tag to the record (ie. Category: Tour).
The last condition (the Otherwise action) should tag the record as "Unidentified." You can then manually update the Unidentified records, assuming that there's only a few of them.
+2Airtable automations can do this quite easily, the buildout of the automation varies depending on the naming conventions for your events.
If you only need a single category tag for each event, and most events have something in the event name that alludes to a category, it might look like this:
Create a 'Category' single select field with a list of the categorical options you use, add "Unidentified" as an option (this is done in the events table).
Create an Automation with the following configurations:
Trigger: When a record matches conditions...
Event Name is not empty AND Category is empty.
Then use conditional groups along with the Update Record action to execute the tagging.
The condition for each group will look like "Event Name contains XYZ (ie. Tour)"
For each group, use the Update Record action to add the corresponding tag to the record (ie. Category: Tour).
The last condition (the Otherwise action) should tag the record as "Unidentified." You can then manually update the Unidentified records, assuming that there's only a few of them.
Hi! a couple questions
- is this a 1 time import or will you be importing or sync'ing on an ongoing basis?
- How many categories do you have / will it change overtime?
- Are the events 1-1 to the categories (e.g. Tour) or could an event have multiple? (e.g. Tour, Holiday Party)?
If this is a 1 time thing with a few 1-1 categories, the quick and dirty way could be to use the Find function in a formula (e.g.
IF(FIND("Tour", {Title}, 0) > 0, "Tours",
IF(FIND("Meeting", {Title}, 0) > 0, "Meetings",
IF(FIND("Workshop", {Title}, 0) > 0, "Workshops",
"")))
You can also format the formula field as a single select for easier filtering, but if you have a lot of categories, or multiple categories it could be a bit cumbersome.
Let me know if that works or based on the responses to the questions above can provide some more robust approaches!
Airtable automations can do this quite easily, the buildout of the automation varies depending on the naming conventions for your events.
If you only need a single category tag for each event, and most events have something in the event name that alludes to a category, it might look like this:
Create a 'Category' single select field with a list of the categorical options you use, add "Unidentified" as an option (this is done in the events table).
Create an Automation with the following configurations:
Trigger: When a record matches conditions...
Event Name is not empty AND Category is empty.
Then use conditional groups along with the Update Record action to execute the tagging.
The condition for each group will look like "Event Name contains XYZ (ie. Tour)"
For each group, use the Update Record action to add the corresponding tag to the record (ie. Category: Tour).
The last condition (the Otherwise action) should tag the record as "Unidentified." You can then manually update the Unidentified records, assuming that there's only a few of them.
Amazing, thank you!!
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