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#Airtable status update#
Ultimately, this allows the automation to recognize the record ID value of the triggering record, insert that value in the action step, and then update the record with any new field values you add later in the setup process.įor this part of the step, make sure you only insert the Record ID.We would love to help make Airtable more accessible for your organization.After clicking "Continue" you'll want to "Insert" the "Airtable record ID.".In this case, from the trigger step (Step 1). This allows us to add dynamic information from a previous step in the automation setup process.We then need to input the record ID of the record we'd like to update. To do that, select the table (in our case, the "Features" table) where the record should be updated. In our example, anytime a new record is created in the "Features" table we want to update the field of that record with the value "Not started". In our example, anytime a new record is created in the "Features" table this automation will be triggered.Īfter testing the trigger successfully, click the "Add action" button and select the "Update record" action. Next, choose a trigger that will kickoff this automation, such as "When a record is created". To start creating an automation, click on Automations in the upper left corner of an open base.
#Airtable status how to#
Creating an automation - Learn how to set up your first automation in Airtable.įor this example, we will be setting up an automation using the Product launch template that assigns any new record created in the "Feature" table with the status "Not started".Automation troubleshooting - Helpful information to help you self-resolve potential automation issues.Editors - View an automation's configuration or copy an automation's URL.Owners/ Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description.The "Update record" action can be configured with one or more fields set to any text or to a value from a previous step or both. When the automation runs successfully, one record will be updated in a specified table. When building an Automation, you may choose the "Update record" action to update a single record.
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