How To Update Record Using Airtable Automation (Fill The Hidden Form)

In this blog, you will be learning how to automate update records using Airtable automation. We will be guiding you through the steps along with examples, so you know how to update record Airtable automation.

Follow these Steps for Update Record Airtable Automation

Set Up

Firstly, you will need to click the “Automations” on the top-right side of your screens. The next thing is that you will require to “add a new automation.” For your reference, you name it anything.

Choose A Trigger

Next up is choosing a trigger. You have plenty of options to choose from, like from Airtable itself, Outlook email or calendar, and google sheets, forms, and google calendar.

For the example, we will be choosing “when the record is created.”

There will be a short form for you to fill with basic information. For instance, with the option of “table.” Taking our example ahead, we will be selecting “interactions.”

Now is the time to run a test. Once the test is successfully run, it’s time to move onto the next step.

Add Action

After the successful test run, you will have to “add action.” Upon clicking, you will see multiple options displaying on your screen. Here you will select “update record.”

Keeping up the example in our mind, we will follow along with whatever it will ask. We will add “interactions.”

And now we are onto the main and almost the last step of how to update record Airtable automation. Isn’t it so easy? Airtable features are user-friendly, and all the automation is very quick to make.

After clicking the table and choosing one of the options, in our example, we are going with an option for interactions as previously, and you will be asked to enter “Record ID.”

Under “Record ID,” you will be repeating the same step as you did in the trigger part. Here all you have to do is select the option “Record from step 1” and insert it.

Next up, you will have to fill in other requirements. You will have to enter a “field.” Going along with our example, we will name it to stage one and then select the “opportunity copy.”

You can have multiple fields adding by clicking “choose field.”

The reason why we named the first field stage one is you help you clarify that we can add several other fields, and you can name them subsequently. For instance, for an additional field, we will name it stage two.

Run A Test, And You Are Good to Go

The last step of updating record Airtable automation is to run a test yet again. Upon successful running the test, you will switch on the green button on the top-right side of your screen. And there you have your update record Airtable automation being done in a matter of seconds.

Conclusion of Update Record Airtable Automation

Update record Airtable automation comes really handy. Every time you will create a new record, the enable automation option will fill in the field values as we selected in automating the form.

Watch the Full Video – How To Update Record Using Airtable Automation (Fill The Hidden Form)

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