Common Function Configurations

To use any function, you need to first configure your Common Function settings - Source Connection, Source Configuration, and Trigger Mode settings.

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Set up the Common Configuration

• Once you've set up the common function configuration, you will then set up the Individual Configuration for the Function you need.

See a list of All Functions Available

• Then, you will Test Your Function
• Last, you will Install Your Function in Your Base

• Set up the Common Configuration
• Common Function Configuration Video Overview
• Source Connection
• Source Configuration
• Trigger Mode
• Modes Available
• MODE: Checkbox
• MODE: Field Updated
• MODE: Date
• MODE: Formula (Advanced)
• MODE: Last Modified
• MODE: Record IDs
• MODE: All View Records
• Test Your Function
• Install Your Function

Common Function Configuration Video Overview

In the Configuration tab

• Click Add Configuration

Source Connection

• Select your Airtable Connection - Choose the Airtable account you want to use

Source Configuration

• Select Your Base - Choose your desired base
• Select Your Table - Choose your table
• Select Your View - Choose your view (Optional) Default is all views

Trigger Mode

Trigger Mode Options

Trigger Mode - The mode type for the field in your base being used for functions. Determines how your function starts and processes

**Options** * Checkbox * Field Updated * Date * Formula * Last Modified Time * Record IDs * All View Records

Modes Available

MODE: Checkbox

• A checkbox field monitored to initiate the function

Mode Configuration (Checkbox)

Checkbox Field - The Airtable checkbox field you want to monitor

Trigger On - Determines if the trigger is initiated when the checkbox field is Checked or Unchecked

MODE: Field Updated

• A specific field monitored for changes in order to update and sync data to a second field

Mode Configuration (Field Updated)

Updated Field - The field being monitored to initiate the function * This can be any Airtable field type * If using a Multi-Line Text field, the Comparison Field must also be a Multi-Line Text Field * Currently, cannot be a Rich-Text formatted field (Airtable bug)

Comparison Field - The field being updated/changed once the function is processed * Must be an Airtable text field type * If using a Multi-Line Text field in the Updated Field, the Comparison Field must also be Multi-Line Text

MODE: Date

• The specific Date field being monitored for changes in order to update and sync the date to a second Date field type or Text field type
• Also works with Formula fields - Be sure your formula contains valid date formatting
• Triggers once the date and time specified has passed
• Ex: If Date is 8/15/20 11:30AM, it will process AFTER 11:30AM has passed on 8/15/20, even though the fields are out of sync because you changed the date

Mode Configuration (Date)

• Date Field - The Date field being monitored to initiate the trigger Must be an Airtable Date field type
• Comparison Field - The Date field type or Text field type being updated/changed once the trigger is processed Must be an Airtable Date field type or a Text field type

MODE: Formula (Advanced)

• Create your own custom formula to initiate a trigger

Mode Configuration (Formula)

• Formula - Add your own custom formula

MODE: Last Modified

• A specific Last Modified field in your table

Mode Configuration (Last Modified)

Last Modified - The Last Modified Time Field in your table you want to monitor and use for updates/changes

Buffer - The amount of time between when the Last Modified Time field changes and when the trigger begins Useful when typing in a text field and Airtable automatically saves your text which changes the last modified field. The buffer time prevents the trigger from running too quickly.Options * No Buffer * 5 Minutes * 10 Minutes * 30 Minutes * 1 Hour

MODE: Record IDs

• Record ID can be used if you want to use a script from a button click. Y

You will submit your Record IDs in Installation and any record IDs will be pulled in.

This mode is only seen in Base Management Functions

MODE: All View Records

• All Records in the View specified will be processed every call. Use with caution to avoid unnecessary function calls.

Once you've set up the Common Function Configuration,

• Choose the Function you need and set up its specific Configuration

Test Your Function

• Next, Test Your Function ✔

Before using your Function, you must test it.

Install Your Function

• Then, Install Your Function in Your Base ✔ via a Schedule (recommended), a Zapier zap, an Airtable Automation, a Script in the Scripting app, or directly via REST API.

All Action Functions

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