Common Function Configuration

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

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 this article

Source Connection
Source Configuration
Trigger Mode

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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

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Modes Available

MODE: Checkbox

- A checkbox field monitored to initiate the trigger

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

Toggle Checkbox on Trigger (Default) - If On (green), this will automatically change the checkbox in your Airtable base back to its original state after the trigger has processed

(On) If your trigger is the checkbox field being Checked, once you've Checked the field and the sequence is complete, your field will automatically be reverted back to the Unchecked state

(Off) If your trigger is the checkbox field being Checked, once you've Checked the field and the sequence is complete, your field will stay in the Checked state

Checkbox Last Modified Field (Required if Toggle Checkbox on Trigger is Off) - Choose a Last Modified Time field in Airtable that is specifically watching this Checkbox trigger field in Airtable. This ensures the Checkbox field does not revert back to the original Checkbox state. The Last Modified Time field is specific to this checkbox field

More Options (Checkbox)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

Example: Select the Checkbox in your table to begin the trigger sequence





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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 trigger
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 trigger 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

Example: Watch Airtable field Updated Field Trigger for changes. Sync Airtable field Updated Field Comparison to display same data as Updated Field Trigger

More Options (Field Updated)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information





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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

More Options (Date)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

Example: Watch Airtable field Date Trigger for changes. Sync Airtable field Date Comparison to display same date and time as Date Trigger





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##### MODE: Formula (Advanced)

- Create your own custom formula to initiate a trigger

Mode Configuration (Formula)

Formula - Add your own custom formula



Field to Monitor for Updates (Optional) - Select a Last Modified Time field type that needs to be updated to re-process a trigger
CAUTION: if left blank, this will re-trigger on ALL matching records EVERY time trigger is processed. Be aware of potential unwanted re-triggering.

More Options (Formula)

Trigger Window (Displays if Field to Monitor for Updates is used)- A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Last Trigger Timestamp Field - Timestamp field for each time the trigger is executed

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

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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

More Options (Last Modified)

Trigger Window - A timeframe in which records will trigger from the last time the trigger was processed.
Any record updated prior to this window of time will be ignored. This is useful to avoid triggering old/previous records.
No Window. Execute all matching records (Default)
30 minutes
1 hour
2 hours
6 hours
12 hours
48 hours
1 week

Example: Your trigger has been processing on a regular basis, but you need to disable it temporarily. You then decide to re-enable the trigger 4 weeks later.
If you choose your Trigger Window as '1 Week', no records from the last 3 weeks will be processed when you re-enable the trigger.
If you had 'No Window. Execute all matching records' chosen as your Trigger Window option, any record meeting the criteria in the last 3 weeks would be processed when you re-enable the trigger.

Trigger State Storage - Creates a snapshot of the entire record information at the time of the trigger in JSON format. You must have a Long Text field in your Airtable base to capture this information.

Each time the trigger runs, you can bring the previous record information into Zapier. This is useful for determining the difference (DIFF) of any field in your table from the previous snapshot and the current information

CAUTION: If using the Trigger State Storage field with Last Modified Mode, configure your Last Modified Field to exclude this field! If not, it will continually trigger over and over because it's automatically updated each time the trigger is processed.

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MODE: Record IDs

- Record ID can be used if you want to use a script from a button click. You will submit your Record IDs in Installation and any record IDs will be pulled in.

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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.

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Once you've set up the Common Function Configuration, view the Individual Function Configuration for the Function you need.

Then, Test Your Function

Before using your Function, you must test it.

Last, Install Your Function via a Zapier zap, an Airtable Automation, a Script in the Scripting app, or directly via REST API.
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