Click the toggle to turn your automation on.Choose the Status field and enter in your Status information.
Choose the Tax field and enter in your default tax information.Click Run test and verify test is successful.Click Create new (or +New automation if you already have existing automations).This is so the Automation can run a test when setting it up. The top Invoice record completely filled out with the fields you want to be included in your automation.At least 1 table in your base – Invoices.
#AIRTABLE STATUS HOW TO#
This article will show you how to set up an automation in Airtable that will automatically add default information to every invoice created.īefore creating this automation, you need: This can be anything from creating new records, updating fields, and emailing someone, to sending information to another software app and then bringing the updated information back. In this example, we will add default information to multiple fields in an Invoice record each time one is created, saving you time and data entry error.Īn automation is a series of actions that happen automatically when certain criteria are met.
With invoices, you need each one to have the same default information, such as a tax percentage, a specific category, or a status. Using Airtable to track invoices is an excellent way to stay organized with your finances. With Airtable Automations, you can set any new record to have the same default information each time one is created, saving you time and data entry error.
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