Trying to build an automation where an email is sent when a record enters a view (specified by a month status). The record contains a previously uplodaded file (pdf). Up to that point I’m able to make the email automation work, but when trying to add a last “update record” step (so that the record is updated after the email has been sent out, by having its status changed/updated) I get an error. Seems as if Airtable wont be capable of updating the record “status field” because the record contains an attachment. Trying to work a solution that will allow me to keep using the product. I have a paid version.
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Hi @GregAbrego I have tested the same workflow as you did. trigger → send email with attachment → update status and did now see any error.
Is the status a Single select fields or a Formula field? Because I cannot think of a reason for not being able to update the status.
There is not relation in having an attachment to not being able to update the status.
Can you send a screenshot of the error you are getting or the run log?
Hi @GregAbrego I have tested the same workflow as you did. trigger → send email with attachment → update status and did now see any error.
Is the status a Single select fields or a Formula field? Because I cannot think of a reason for not being able to update the status.
There is not relation in having an attachment to not being able to update the status.
Can you send a screenshot of the error you are getting or the run log?
Could the error be, maybe because Im using Airtable’s native send email option versus Gmail option? My automation objective is that after the email has been sent out the status changes to a predefined status (or better if the attachment itself can be deleted from the record itself). Deleting an attachment from a field, via automation, I believe requires script so I tried the other way around by trying to update the “status” of record but it seems as if having an attachment causes an error.
Does this look right? If so I’ve set it up here for you to compare against your own setup
Clearing an attachment field can be done by adding the attachment field into an Update Record step and leaving it blank like so:
Does this look right? If so I’ve set it up here for you to compare against your own setup
Clearing an attachment field can be done by adding the attachment field into an Update Record step and leaving it blank like so:
It worked. Thank you for your assistance. It seems I was skipping the second step and only updating the record at the end of the flow. Thanks
