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Re: Automate

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4 - Data Explorer
4 - Data Explorer

How can I set up an automation in Airtable that will update records in the status column once a week, but only if they meet a certain status type, such as changing records with the status 'DONE' to 'Archive'?

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Ah, I would suggest checking out the documentation to familiarize yourself with the functionality available

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Set up an automation that runs once a week with a "Find Records" action that will look for all records with the status "Done"

Then, add a repeating group with an "Update Record" action that will update each found record as needed

Screenshot 2023-02-21 at 10.05.42 AM.png

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I'm grateful for your reply, but I'm still confused about the 'update record' step and the available options for 'Record ID'. I appreciate that you chose 'Airtable record ID', but I'm having trouble understanding the other options.

Ah, I would suggest checking out the documentation to familiarize yourself with the functionality available

Thanks so much for your guidance.