Automations

Hello, I am currently trying to send an Airtable automation where it bulk emails people from a table. However, I am in the ‘To’ section to send an email, but I can’t find an option under ‘Current item from List of records’ that has just a general statement of ‘Applicant Email’. Currently, it’s showing a specific Applicant Email, but I want to send more than this person. This is also happening for the message when I am trying to include their names. I’ve attached one of the screenshots as a reference. Can someone help me resolve this issue please?

Hey All, I am trying to add a button to an interface which will simply duplicate the existing record the interface is looking at. The Interface is a quote builder and we often want to make different iterations of a quote for a customer. I know we can simply go to the grid view, find the record, right click and duplicate the record, but I am trying to not give my sales team access to that level of data. You know how sales teams are. 😉 I imagine a script of some sort would work, but I'm more of a no-code guy, so I'm looking for some help. Thank you for your time.

Can someone help with the coding of a script that converts the contents of attached .TXT files to a long Text filed? We have an attachment field [TXT] that contains one text file per field. We wonder if it is possible to copy the contents of each text file to a long text filed? I have see some notes on it, but we need scripting help to achieve it. Thanks for any advice. Kevin

I’ve just started some work as a freelancer for a company who have an eco system where airtable is the referencing hub for projects. Softr is used to create records linked to projects and the API pushes through the records to sit in Airtable. I’m searching for a way to create workflows easily: Generate automations whereby records that are imported from Softr to Airtable are automatically assigned to people in user groups on a sequential basis to spread workload Create a dashboard on progress for each user and user group to track progress. NB- this is entirely project based and therefore each step must be complete before progression. Thanks alot in advance for your input and advice!

Hello, I help run a nonprofit that has a mentoring program where both mentors and mentees apply and then we make matches between them, and this is the first year we’re using Airtable to help power this. I have two tables within the same base: one for mentors, who have filled out a form and indicated topics that they are interested in mentoring, and then another for mentees, who filled out a different form and indicated topics they would like to be mentored on. Both “topics” fields have the same list that fills in a multiselect field. I have a junction table (“Match”) setup to be able to link mentor+mentee, but I’m running into a lot of difficulties automating the process. Ideally, here’s what I’d like: An automation that goes through every entry in the Mentor list, and then for each Mentor, adds every potential Mentee match to the junction table if any topic matches, and A field for each match in the junction table that tells us how many topics match, so for instance we can manually re

I am trying to implement a notification to go out to my team via Slack whenever a particular sentence text (named "Changes") is updated via Airtable. This is how I have it set up: 1. Trigger Type: When record updated 2. Table: Log-in 3. View: (none selected, watching all views) 4. Fields: Changes So the automation is watching only the Changes field. Now, whenever an update is made, the automation is sending a notification several times, once for every few letters typed. I want it to send only when the team member typing leaves the field after making a change. Is this possible.

How do I duplicate records with Create Automation but not linked to original record? This is for purposes of taking Project Schedule snapshots and currently the data in the new table where the records are getting created, remains linked to the original data. This means the data which I want to be a snapshot is getting updated when changes are made to the original data.

Hello everyone, Goal: When new or updated Record in Airtable --> Create Event in Circle Airtable: https://airtable.com/app2Ndd4eV463aOsy/shrbaX4IOs9mGkQoP Circle API: https://microconf-de57a9.circle.so/settings/api?page=1 There are 3 required fields to Map: Name of Item --> Name of Event (Single Line field in Airtable) Description --> Description of Event (Long Text field in Airtable) Start Date Time --> I have tried both in Date Format and Also Single Line Field. I have tried both Zapier and Integrately. In Zapier I get JSON error and in Integrately I get [object Object] error. I believe the Start Date Time is the error but I have tried multiple formats, ensuring it matches with Circle API and even tried converting to plain text and copied the exact same format as in Circle API (minus updating the year to the future). Not sure what I am missing.

I have a column of numbers. I would like to be able to press a button on an interface and set all values in that column for all rows to zero using a button automation trigger. Could someone please give a step by step guide? I can create an interface button linked to a record picker that updates the values one at a time… but that is quite tedious. Please advise, thank you!

My Ask: What methods can be done to direct or redirect automation error notifications to other base users. For many of the builds, I create the automations thus all error notifications come to me when an automation fails. From what I read, if I want another user to receive them, they have to be the one that creates the automation and turns it on. I would need them to ‘duplicate’ the automation and delete the original. Most of these errors come with the interactive actions involving ‘humans’. A prime example is when a form submitter does not enter their email in correctly thus a confirmation email does not execute. These are operational details that the person I built it for can handle and address. I hate to be the go between for these errors or do something fancy with my inbox to forward them to other users. Thoughts in other methods or do the duplicate way? We are looking to get Zapier that might be a method toward a solution.

I need to create an email automation (preferred) or design a page that displays information similar to an invoice. Example data: Person Janice Joe Jill Jerry Jess Pay $100 $120 $60 Joe and Jess have blank values for Pay because they weren’t involved in this project. I’m able to use an automation to blast out an email to all people involved (Jance, Jill, and Jerry) because a separate field lists them, but I don’t need to actually display the empty records for Joe and Jess within the email content itself. And in real life, I’ve got over a dozen people and only 2-5 that I need to list in an email at any time. Essentially, I need to find a way to setup the email within the automation to only display specific fields if they have values. Alternatively, if there is a way to do this within Page Designer, I could just generate a PDF and manually send it to Janice, Jill, and Jerry. Ideas?

I have a send email automation set up to email purchase orders to people in the company. I have a department correspondant cc'd on the email based on the department of the purchase order. When I received the email both my name was in the "to" email and the "cc" part of the email. Only the person in the company should be on the "to" part of the email the department correspondent should only be on the "cc" part of the email The department correspondent was on the cc and to part of the email but the airtable settings only have the department correspondent on the "cc" of the email automation

Hello appreciate the community’s help here. I am uploading a CSV file on a weekly basis (the data is from application form submissions on google form). So every week I am getting new applications in. I uploaded last week matched the fields and all was good. I even started reviewing and syncing some applications on the airtable base. I had 10 applications last week. This week I got 17 more. So I downloaded CSV file (business as usual). I went to airtable and uploaded and suddenly i realize it created 27 new records. I proceed and on the base I find 10 old records + 17 new records (out of which 10 are duplicates from the old upload). How can I prevent this from happening, appreciate your support.

I've set up a very basic automation: Trigger=when a form is submitted; Action=Google Sheets: Append a new row to a spreadsheet. The automation is working correctly, EXCEPT for the fact that the new row is appended at the TOP of the spreadsheet (i.e., row 1, above the header row) instead of at the bottom of the spreadsheet (i.e., under existing rows of data). Is there a way to specify that new rows should be appended at the bottom, below existing rows? Thanks! Heidi

Hello, I am working with inventory management database. I have two different tables where both have unique UPCs and a status selection. I am creating a third table that will only display products from both tables that are ready for sale i.e status is “Listed”. I have created an automation that checks when status is changed to “listed” then find if that UPC doesn’t exist in product table then create a new field with that UPC. I run into duplicate entry problem. *** when I change a product to listed it will pop up in products list which is what I want but when I change the status to something else and then change it back to “listed” it will create a duplicate field which is not what I expect.*** No matter who much I played around with different conditions and values in find section of automation I still couldn’t figure it out.

Hi all - wondering if anyone can help because I’m struggling! I used Airtable to track customers and business opportunities through two linked tables. Within business opportunities, each potential deal is categorised to a stage (via single select) - either Early Lead, Qualified Lead, Proposal Submitted, Pitching, Closed - Won or Closed - Lost). I can link the tables so that ALL opportunities are attached together, but what I would ideally like is to have a section / field in the Customer record for Current Opportunties (Stage = Lead / Qualified / Proposal Submitted) and Past Opportunties (Stage = Closed - Won or Closed - Lost). I understand that I could link automatically and filter the possible selections based on the Stage but what I want is for that categorisation to happen automatically. Any ideas? I’ve tried (and failed) to come up with an automation to do it! Hanna

I have an Airtable Business account and Enterprise license for Salesforce Data Cloud. Data cloud has a beta connector to airtable, but I have been unable to get them to work. Here is the information the Salesforce connector asks for: I have no idea how to get the schema that is being asked for. Also, it asks for a private access token or OAuth. I am at a loss on how to set this up. Any help would be greatly appreciated. I am trying to connect my airtable to Salesforce because there are things that are much easier to add to airtable than Salesforce, but that I need to get into Salesforce for use elsewhere.

I looking for a script to send automaticly a webhooks at a date and a time variable...

I have a parent table with a bunch of linked children. On the parent table, I need to be able to click a check box, which will give the user a 30-minute grace period before the record is “Frozen” (it will move out of an interface section and into another one). The children will then move into a view that will sync it to another base, where automation will create a CSV and upload it to a server somewhere. My thinking was to have a last modified filed field keep track on when the check box was clicked and then add 30 min to that and then let that determine the rest. However I’ve now been looking into the NOW() and it seems quite unreliable for things to do with precision and filtering records into a view to be synced to another base, is also an issue as the date time will only allow me to filter days, but not use time. I can see how this could potentially be solved with a fairly expensive automation setup, where automation constantly looks for updates when the user clicks the check box.

Is there a way to add the description from asana card to be sent via script to airtable. I have a full script which is pulling fields but it wont pull the description

I have a table called table2 which is filled in with a form, and I don’t want the users to have to fill in all their user information every time they use the form. So, I enabled ‘see who submitted response’ and created an automation which on form submission attempts to match the submitter’s email to an email in the user’s table, which is then copied into a linked email field in table2. This allowed me to filter the list of entries via the form so users only see their own entries. However, other linked fields in table 2 do not autopopulate. I was hoping when the automation filled in the email address in the linked field of table 2, all the other linked fields would populate. Any suggestions on how to accomplish this?

I have an automation that sends students an email thanking them for being a part of a short-term trip with the school and I was wondering if Airtable or an extension that I do not know of, could track the engagement of the student on if they opened the email, or if they clicked on a link, etc. I want to make sure that the email is the most optimized to get the most survey responses possible!

Hi, I have set up an email automation using Outlook. Is it possible to add my email signature to this email and also change the from name to the business name instead of my personal name?

I am running into a wall with this automation, hoping someone knows what I’m doing wrong. When a record in my Events table matches a condition, I am trying to build a Find a Record automation that finds a record in my Main Directory table where email in Main Directory is email in Events. I am getting an invalid filter error on my email field. Not sure what I’m doing wrong here. Ultimately I would like to update the retrieved record with data from Events, but I can’t get beyond the filter error.

I’m currently experiencing a service issue where scripts are just showing “In Progress...” and not completing. Other automations are working fine. I have two scripts that call external services, I’ve verified that both services are working properly. I’ve restarted the automation. Ive re-ran a run that was successful earlier today, and that one is in progress. There seems to be an issue on the Airtable side...