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Automations Activity

Setting up an email automation

I am trying to set up an automation and am a newbie.  I am having several issues: 1) When I insert datafield in the email, some of the datafields will draw the correct data. Other datafields show up as a blank. I know this will happen as if I put a c...

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How to BCC in Automations

Hi there - I am trying to BCC in my automation but it is not allowing me to... either when I type directly or lookup from the table. What to do?

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Automate Today's Date With Status Update

I want to create an automation that will do the following:When a status is updated to "client reviewing quote," the date in the "quote sent date" column for that record will fill automatically with today's date (in other words, I can't put in "3/20" ...

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Delete data in row from chosen columns every 24 hours

Hello,I'm relatively new to Airtable, so please bear with me.I have a list with four columns, two of which are for names and contact information and should remain unchanged. One column contains information for the day, and the other is a checkbox.I w...

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Airtable form: Pre-fill two values from a linked field

Hi,I am trying to pre-fill two records in an Airtable form from the following column "Client Commercial Controls":If I pull up the pre-filled form, currently I can only pre-fill the one value ("Police check to be performed"), but I also want to pre-f...

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Automation

Hello,I would appreciate if someone could help me.In the attendees column, I can link multiple names in one record.I want to create an automation that allows me to create a record in another table whenever a name is added in the attendees. I tried do...

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Automation Confusion-- Help a Guy Out

HI All--- I have several automations set up and would like to create this one below. I am trying to set up what feels like a relatively simple automation, but cant figure this out. Can anyone help? Short explanation I want that....1. when a specific ...

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Due Date Automation

Hi all, I was wondering how to create an automation that will change a Status to "Overdue" once the due date has passed?Thank you!

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Automation: update fields in linked record

Hi all!I created a form where the user choses a linked record (from the same table as the record that will be created once he submits the form). Then, I need an automation that updates some of the fields of that linked record (pulling information fro...

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Avoid duplicates in Airtable automations

Hey Airtable community,I hope someone can help me  I am having a table in airtable with different projectflows in each record. In a collumn of the record the email of the respective POC is entered. Once a month the POC is asked to update different ot...

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Rerunning automations in their new state

Hello Airtable community,In my usage of Airtable, I extremely often find myself wanting to rerun failed automations after fixing some issues in scripts, but at the moment the rerun button only offers rerunning in the previous state of the automation....

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bc_ by 4 - Data Explorer

Resolved! Untick checkbox of related record

I have a table with a field called "plact_is_main_activity"Only one record for all the records sharing the same "_plact_asset_" can be "plact_is_main_activity"=TRUESo I have set an automation triggered when "plact_is_main_activity" is updated.When tr...

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Unable to send emails using automation

Hi all,I appreciate you taking the time to read my problem  We have set up multiple automations which use the built in Airtable Email action to email people about their enrollment. However, it appears that we are continuously receiving an error when ...

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Is it possible to see what's changed?

Hello Everyone,I would like to use Airtable to share order status with my teammates. Because the finished date or customers' requests often change, I need all members to follow up on the newest changed content.Though I can know when each project is c...

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Syncing a SUM to another table in a different base

I have a table that I use to calculate expenses for a specific project. I would like the SUM of one of the columns to automate/sync/roll up/whatever?? to another record/field that is located in a different BASE (for invoicing purposes). Can this be d...

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Button Field Issues With Scripting and Open URL

All I'm trying to do is pass on a webhook to make upon clicking a button on an embedded view on my website.Here's what I tried;1) Button: Open URL - passed on the webhook to make without issue. BUT it opens a new tab, which I'm trying to avoid.2) But...

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