Advance Search : Airtable to Zapier - zapier

this is my first post!
We want to create an airtable integration: when an ID in a certain column is an ODD number, so we will automatically update the STATUS for another column. Have googled and searched but perhaps couldn't find the right answer, especially for the Search Formula field. Appreciate any help for this!
Huge Thanks!

Within your Airtable table, you can create a new formula field called "Is Odd." The formula within that field would then be IF(MOD({ID}, 2) = 1, "True", "False"). If the ID field mod 2 is equal to 1, then the field is odd, otherwise, it is not.
You could just use this Airtable formula logic to assign a status. Change "True" and "False" to whatever your status values are. You can then group, filter and sort your records based on the values in that field. For more info on Airtable formulas: https://support.airtable.com/hc/en-us/articles/203255215-Formula-Field-Reference
If you really need to continue with Zapier, you have a couple of different options for how to proceed. One way would be to use the "Path" helper step to split your workflow. Zapier should follow Path A if the Is Odd field of the record is equal to the string True and Path B if the field is equal to the string False. Down each path, you can then use the Update Record Airtable action to update the record with the correct status. The "Path" step requires a "Professional" account with Zapier.
The other option requires a "Pro" account (which is cheaper than a Professional account). You can create two different Zaps, one for Odd IDs and one for Even IDs. Use the Filter helper step in Zapier to then only execute the Odd Zap if Is Odd is equal to the string True and the Even Zap if Is Odd is equal to the string False. Each Zap can then use the Update Record Airtable action to update the record with the correct status.
I definitely recommend using functions within Airtable to manage this. No reason to include a third party if you don't have to!

Related

How do I return missing data when comparing two columns?

I've read a few similar questions, and I can't seem to find exactly what I'm trying to do.
I have a roster of employees in sheet "Roster" with their names in Column A. In sheet "Hours" I have a list of assigned jobs for tomorrow, with the assigned employee's name also in Column A. I'm trying to add a column of employees from the roster that are NOT in the list of employees on jobs.
The closest I've gotten is with this, on the Hours sheet:
=ARRAYFORMULA(VLOOKUP('Roster'!A2:A, A2:A,1,0))
which gives me a list of the entire roster, with the missing ones returning an #N/A error that tells me the missing name when I mouse over it and read the error code. Is there a way to just get a list of the errors? Would I be better off attacking this from a completely different angle?
EDIT: Sanitized example pictures. If what I was trying to do worked, it would return Bob and Jim in this example.
Assuming you're trying to return this list in the "Hours" sheet, you can build off what you had. Try this:
=ARRAYFORMULA(FILTER(A2:A,ISERROR(VLOOKUP('Roster'!A2:A, A2:A,1,0))))
Keep in mind that this formula was written sight-unseen. If it doesn't work as expected, consider sharing a link to a copy of your sheet (or to a sample sheet set up the same way and with enough sanitized but realistic data to illustrate the problem, along with the manually entered result you want in the range where you want it).
I ended up going a completely different route. I made a third "Under the Hood" sheet, pulled the two columns into it with queries, ran a match formula down the list and returned "" on errors, then ran a query on Hours to get the names where it had null for the match list.

Zapier to Monday.com, is there a way to retrieve or save the numerical monday pulse ID to reference later?

So I have an asknicely.com board that we get customer survey responses from.
I have a Monday.com board where I track these responses and our follow ups for management.
I am using a zapier zap, that filters the responses, that works. BUT it currently puts all the data I want into a new pulse in the first column only. Someone has to move it all manually into each column (me) after it arrives.
I am trying to develop a new zap that creates the pulse then puts the data into the correct columns. I have a zapier structure like this.
When this happens … New Response in AskNicely
Do this … New Pulse on a Board in monday.com
Do this … Update column B in Monday.com
Do this … Update column C in Monday.com
... etc.
My issue is that in order to update a now existing pulse (3 onwards) I have to populate Pulse Id1 2 3 field which accepts only a number.
Here are my questions;
Can I get Zapier to "catch" the pulse ID upon creation so I can save and reference it later?
Or can I retrieve the numerical pulse ID by searching with the text field I first created the pulse with? pulses.getID().contains(someaskicelyTextField);
Or lastly, is there a better approach to this than the one Im using?
I have a java background and its frustrating using these visual widgets instead of working in the actual code to do the above. I am new to both products so if this has been asked before I apologize.
spencemw, you can get the pulseID when you configure the zap.
On the 'Update column value' step, on the item ID, reference the parameter from the previous step.
(Make sure to click the 'show all options')
#Roy Nevo answered. Here are the screen shots for finding the data I was looking for.

Find sheets row with two matching column values in Zapier

I'm creating a zap and using the "Lookup Spreadsheet Row"
I'm looking for two matching values within a row, if one column value matches "A" and another column in the same row's value is "B" then I want to use that row ID to continue.
Is there a way to lookup a row with two matching values in separate columns?
I can't seem to find any help documentation on this.
David here, from the Zapier Platform team.
We can only search one column at a time for simplicity's sake. The best solution here is to create a composite column in your spreadsheet. Then in Zapier, you can search for that combination. Here's a simple example:
In your zap setup, you can build your search string from previous fields:
Hopefully that makes sense!

Get random record from database with Zapier

I want to build an action in Zapier that winds up sending a random email. The body of the email would be randomly pulled from any source that would be appropriate for storing HTML. I was thinking Google Sheets or Knack.
My problem is, I can't figure out how to ask Zapier to get a random record from the source.
Have any of you done something similar?
David here, from the Zapier Platform team.
It really depends on how you store that data. Your first step is probably to add a code step that generates a random integer. From there, you need a way to turn that id into a piece of data. In the case of sheets, you could put each HTML in a row and give it an "id" of an integer. Then, do a search to find the row with the random ID and pull the data out of that row.
Alternatively (depending on how much data you're storing), you could use Storage by Zapier and a code step to do the whole process.
Hopefully that points you in the right direction!

Hyperlink from a count query to extract associated data in access

I have a Count query that uses multiple criteria to produce a result looking like:
count ID
1 "abc"
4 "bcd"
5 "def"
1 "cde"
This shows how many times the ID appears in a given database. The datasource is through an odbc connection that updates automatically. So the ID values change everytime it is opened. I would like to try to turn the unique ID or the associated count into a hyperlink that when clicked will return all information involved in the count (*note the database has much more information associated with the ID's than is counted, a date range of the previous three months is applied.) Can this be done simply?
Database format:
ID Instance Device DateBeg DateEnd
Thanks in advance,
LP
The short version -
This should be simple to do using a report (but could also be done using a form I will be explaining how to do a report for this version). You would just make a report that includes all of your fields then call the report on click. It is important to mention that you will need to view the query via a form to make this work.
A more detailed version -
The first step will be to make a form based on your query (you will not be able to do this directly from a query). To do this select your query then click on the create tab then click Multiple Items Form. Adjust as needed.
Then create a report that shows ALL of the records how you want it to display. (I will call it rpt_ViewDetails) (we will limit later)
When you are done adjusting click on the field that contains the "abc" etc. results (if this is a calculated field it will be more complicated.) I will call this field "Criteria" for the example. Go to the events tab on the property sheet (in design view). use the On Dbl Click event and go to code builder.
This is what the code would look like (place in between the private sub.... and the end sub lines of code):
DoCmd.OpenReport "frm_ViewDetails", acViewNormal, , "[Criteria] = " & Me.Critera
Let me know if you have any trouble with this, also let me know if the structure is different than I am assuming, I will need a more detailed report of what the query is doing if this is the case, what the structure of the database is etc.

Resources