Jul 30, 2024 09:34 PM
Hello,
I am trying to set up an automation that sends an email when a record is updated, but only if it is updated via our Mini Extensions add on.
We ask people to submit via an Airtable form with information that is TBC, and when the record is created, we can ask people to update anything via Mini Extensions so that they don't have to log in or have an Airtable account.
It would be great to know when someone has updated the record through the Mini Extensions form, as currently I can only set up an automation when a record is changed at all - this would be inappropriate as we are updating the records ourselves all the time.
The condition options in automations for 'send an email > when a record is updated > if conditions are met' do not have the condition I am hoping for; any advice appreciated.
Cheers
Solved! Go to Solution.
Jul 30, 2024 09:52 PM
Let's set up an automation to send an email when a record is updated specifically via Mini Extensions. We'll use a hidden field in your Airtable form that gets updated only through Mini Extensions. By tracking changes to this field, we can trigger the email notification precisely when needed.
Jul 31, 2024 04:55 PM
Thank you for your reply; I didn't use a hidden field, but I took this concept and set up the following:
1. Added a 'Last updated by mini-extensions' field
2. Added this field as a required question at the end of the mini-extensions form: "select today's date to send a notification of your updated record"
3. Set up an automation to send an email 'when a record is updated' only watching the 'Last updated by mini-extensions field'
I had originally set the field up as a check-box (tick this to send a notification), but using the date format instead means if someone updates their record again, it will send a new email.
Thanks!
Jul 30, 2024 09:52 PM
Let's set up an automation to send an email when a record is updated specifically via Mini Extensions. We'll use a hidden field in your Airtable form that gets updated only through Mini Extensions. By tracking changes to this field, we can trigger the email notification precisely when needed.
Jul 31, 2024 04:55 PM
Thank you for your reply; I didn't use a hidden field, but I took this concept and set up the following:
1. Added a 'Last updated by mini-extensions' field
2. Added this field as a required question at the end of the mini-extensions form: "select today's date to send a notification of your updated record"
3. Set up an automation to send an email 'when a record is updated' only watching the 'Last updated by mini-extensions field'
I had originally set the field up as a check-box (tick this to send a notification), but using the date format instead means if someone updates their record again, it will send a new email.
Thanks!