To automate the change from "NEW" to "CORRECTIONS," create an automation that triggers when the "Status" field changes from "In Progress - Design" to either "In Progress - Marketing" or "With Client," updates a "First Pages Complete?" field to "yes," and then another automation that updates the "Job Sub-Status" to "CORRECTIONS" when "First Pages Complete?" equals "yes."
To automate the change from "NEW" to "CORRECTIONS," create an automation that triggers when the "Status" field changes from "In Progress - Design" to either "In Progress - Marketing" or "With Client," updates a "First Pages Complete?" field to "yes," and then another automation that updates the "Job Sub-Status" to "CORRECTIONS" when "First Pages Complete?" equals "yes."
Yes, that's what I'm trying to do, but can not figure out how to get the automation to check the Status field for those specific instances of "In Progress - Design" etc. Can you show me where that is in the automations?
Yes, that's what I'm trying to do, but can not figure out how to get the automation to check the Status field for those specific instances of "In Progress - Design" etc. Can you show me where that is in the automations?
1: Create a New Automation: Go to the Automations tab in your Airtable base, Click on Create a new automation.
2: Set the Trigger: Trigger Event: Choose "When record matches conditions".
Table: Select the table where your "Status" field is located.
Conditions: Set the condition to check if the "Status" field "is exactly" one of the values you're looking for, e.g., "In Progress - Marketing" or "With Client".
3: Add a Condition to Check Previous Status (Optional)
To specifically check if the "Status" changed from "In Progress - Design" to one of these new statuses, you might need to create a new formula field in your table that captures the previous status using Airtable's scripting block or an additional hidden field to store the previous value.
You can then modify the condition in the trigger to check both the current and previous status.
4: Add the Action: Action Event: Select "Update record".
Table: Choose the same table.
Record ID: Use the Record ID from the trigger step.
Field to Update: Choose the "Job sub-status" field and set it to "CORRECTIONS".
5: Test and Activate: Click on Test to see if the automation works correctly.
Once confirmed, click on Turn on to activate the automation.
1: Create a New Automation: Go to the Automations tab in your Airtable base, Click on Create a new automation.
2: Set the Trigger: Trigger Event: Choose "When record matches conditions".
Table: Select the table where your "Status" field is located.
Conditions: Set the condition to check if the "Status" field "is exactly" one of the values you're looking for, e.g., "In Progress - Marketing" or "With Client".
3: Add a Condition to Check Previous Status (Optional)
To specifically check if the "Status" changed from "In Progress - Design" to one of these new statuses, you might need to create a new formula field in your table that captures the previous status using Airtable's scripting block or an additional hidden field to store the previous value.
You can then modify the condition in the trigger to check both the current and previous status.
4: Add the Action: Action Event: Select "Update record".
Table: Choose the same table.
Record ID: Use the Record ID from the trigger step.
Field to Update: Choose the "Job sub-status" field and set it to "CORRECTIONS".
5: Test and Activate: Click on Test to see if the automation works correctly.
Once confirmed, click on Turn on to activate the automation.
Thanks for that run-down. I was starting with the wrong trigger.
Hmm... This makes me realize I need to think this through a bit further, given some other things that need to be considered.
This has been very helpful! Thank you.
