Airtable automation action: Create record
  • 19 Jan 2024
  • 2 Minutes to read
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Airtable automation action: Create record

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Article Summary

Airtable automations are trigger-action workflows that executes a series of steps, often used to take the place of repetitive or tedious work (ex. posting updates, sending messages, etc). All automations include a trigger and at least one action (ex. when a new record is added [trigger], send a message to the assignee [action]).

When building an Automation, you may choose the Create record action. When the automation runs successfully, a record will be created in a specified table. The Create record action can be configured with one or more fields set to any text or to a value from a previous step or both.

Introduction

Plan availabilityAll plan types with varying limitations
Permissions
  • Owners/Creators - Create, delete, duplicate, configure, or rename an automation and edit an automation's description.
  • Editors - View an automation's configuration or copy an automation's URL.
Platform(s)Web/Browser, Mac app, and Windows app 
Related reading

Creating an automation - Learn how to set up your first automation in Airtable.

Building Airtable record actions 

Building create record actions in Airtable
  1. Visit your Airtable homepage
  2. Create or open your preferred base. 
  3. Click Automations to the right of your base's name. 
  1. Click + Add trigger and select your preferred trigger.  

Adding automation triggers 

Adding triggers in Airtable

Accordion contents/Answer

Next, choose a trigger, such as "When a record enters a view". In our example, the view was filtered to only show records from the "Design projects" table in the "Completed" view. A filter is used in the "Completed" view that only shows projects marked complete. This means that when the checkbox field is checked the automation will fire. After proper setup, test your trigger by clicking "Run test".




Add an action

After testing the trigger successfully, we can move on to setting up the action. Click the blue "+ Add Action" button. Then, click on the "Create record" option. This will bring up a menu of options. First, select your desired table where the new record will be created. Next, you can choose which information from the trigger to add to the table you have chosen for this step. In our example, we are only inserting certain information into a new "Design projects (Archived)" table that we created. After adding the desired information for the action step make sure to test the action.

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After successfully testing the action, you can turn your automation on. Now, in our example, a new record will be created any time someone marks the project as complete.


FAQs

How do I have all of the field information from a record inserted into the created record?

If your use case requires that more or all of the information from a record be created in another table, then you'll need to configure each field in the automation to be included in that record. It's possible that field names may not match, so be sure to double-check the way that you are mapping the fields and data in the automation's configuration.

Can I use this automation to create records in other bases?

In general, no. In order to create records in another base you'll need to use a scripting action that includes a custom Web API call to create those records elsewhere. The one exception to this rule is for Enterprise customers who are using Airtable's two-way sync feature. In this case, creators can build an automation that creates the records in that synced table. These created records will sync to any other bases connected via that two-way sync.


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