I’m using Airtable for website orders and would like an automation where in one click two things happens:
- The field “Status” is changed to “Processed” for all items in that view
- A CSV immediately downloads all items in that view.
I would appreciate the help.
Automations are a made up of two essential steps a trigger to set off that automation and an action to be performed. Unfortunately, at this time our automation triggers do not support clicking of a button as a valid trigger.
For your purpose I’d recommend using a trigger such as “When a record matches conditions” or "When a record enters a view".
For the action you’d like to preform you could definitely use the Update record Action to set the field status to “Processed”. As for automatically downloading to a CSV we don’t currently support that Automation action, but you could write a custom script and run it as an automation action.
You could additionally also look into use a third party integration solution using Zapier.
Let me know if I can help provide any more information, and if this helped answer your question please mark it as the solution .
Hey Rose, yes happy with one of those automation triggers… So I need to find someone to write a script for me to do the CSV download. What language does the script need to be written in?
Upon further investigation it appears I was initially incorrect—Airtable cannot automatically directly create files for downloading information, even via a script. Sorry for the misinformation! However, you could use a script with either Zapier or Integromat to build a CSV file based on the data in the view you are looking at and then download that to an external source.