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Copy + Paste Automation

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  • marig
  • New Participant
  • 3 replies

Hello!

I'm new to automation and trying to figure out how to copy data from one field to another when one field is not empty and the other is empty.

I have a Tasks Due table and a Reminder field that is a Dateadd formula which calculates a date from data from another linked table. I want to copy that Reminder field and paste it into my Date Due field if the Reminder field is not empty and the Date Due field is empty. Can anyone help? Screenshots of how I currently have it set up. I've tried changing up the conditions, Record ID and field but can't get it to work.

Thanks so much for any help you can give!

Best answer by Pascal_Gallais-

Hello,

You could set your trigger tu run "when record enters a view"

- Setp 1 - Create the view

Create a new grid view on your table and set the filter as follows:

Do check how many records are in this view since one automation will be launched for each of them, knowing that the number of monthly runs is limited by your Airtable plan.

Also make sure that you only have the records that do have to be updated in this view. If your field "Reminder" is a formula, it may return "ERROR" in some cases and hence be considered as non empty. If so, you need to fillter your view differently.

- Step 2- Empty view before modifying the automation.

Add a check box field "Test" to your table and modify the filter on your view:

This will remove all records from the view.

- Step 3- Modify automation trigger

Where "Due Date" is the view that we created in step 1

- Step 4- Run automation

Delete the checkbox field that we created in step 2. All records with a non empty Reminder date and an empty due date will enter the view and hence trigger the automation one after the other.

You can keep your trigger as such, it will work for future records

Regards

Pascal

 

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5 replies

Pascal_Gallais-

Hello,

I think that the problem is due to the fact that you passed "Base Record URL" as the Redord ID to update instead of the actual Airtable record id.

To fix that, replace it as follows:

Getting the "Airtable record ID" from the trigger:

Regards,

Pascal

M
  • marig
  • Author
  • New Participant
  • 3 replies
  • August 30, 2024

Thank you @Pascal_Gallais- I changed that and it does work when I test it but it doesn't auto add them to all of the other records. Do you think I have something wrong with my trigger?

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M
  • marig
  • Author
  • New Participant
  • 3 replies
  • August 30, 2024

I see the text under trigger saying "This trigger will fire when a record in the chosen table starts matching the provided conditions. This does not include records that already match the conditions." But I tried adding a new record to see if the automation would work for all new entries and it still isn't firing

Alexey_Gusev
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marig wrote:

I see the text under trigger saying "This trigger will fire when a record in the chosen table starts matching the provided conditions. This does not include records that already match the conditions." But I tried adding a new record to see if the automation would work for all new entries and it still isn't firing


Hi,
Check history after you add new record. 
If it doesn't run, check trigger. If runs and fails - expand and investigate.

If you want to run automation for records already matching the conditions, you can use 'unmatch then undo' trick - group select their cells with Reminder, press del to clean, then press ctrl+z to undo. automation will rerun for each of them.
If you feel any risk or unsure, do snapshot before this operation. Preferably avoid to run automations for many (100+) records in the same time.
 



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1 person likes this
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    marig
Pascal_Gallais-

Hello,

You could set your trigger tu run "when record enters a view"

- Setp 1 - Create the view

Create a new grid view on your table and set the filter as follows:

Do check how many records are in this view since one automation will be launched for each of them, knowing that the number of monthly runs is limited by your Airtable plan.

Also make sure that you only have the records that do have to be updated in this view. If your field "Reminder" is a formula, it may return "ERROR" in some cases and hence be considered as non empty. If so, you need to fillter your view differently.

- Step 2- Empty view before modifying the automation.

Add a check box field "Test" to your table and modify the filter on your view:

This will remove all records from the view.

- Step 3- Modify automation trigger

Where "Due Date" is the view that we created in step 1

- Step 4- Run automation

Delete the checkbox field that we created in step 2. All records with a non empty Reminder date and an empty due date will enter the view and hence trigger the automation one after the other.

You can keep your trigger as such, it will work for future records

Regards

Pascal

 

M
1 person likes this
  • M
    marig

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