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Airtable modules

With the Airtable connector for ÃÛ¶¹ÊÓƵ Workfront Fusion, you can start a scenario based on events in your Airtable account, create, upload, and update records, search records, and make custom API calls to the Airtable API.

Access requirements

You must have the following access to use the functionality in this article:

ÃÛ¶¹ÊÓƵ Workfront plan*
Pro or higher
ÃÛ¶¹ÊÓƵ Workfront license*
Plan, Work
ÃÛ¶¹ÊÓƵ Workfront Fusion license**
Workfront Fusion for Work Automation and Integration
Product
Your organization must purchase ÃÛ¶¹ÊÓƵ Workfront Fusion as well as ÃÛ¶¹ÊÓƵ Workfront to use functionality described in this article.

To find out what plan, license type, or access you have, contact your Workfront administrator.

For information on ÃÛ¶¹ÊÓƵ Workfront Fusion licenses, see ÃÛ¶¹ÊÓƵ Workfront Fusion licenses.

Prerequisites

You must have an Airtable account to use the functionality in this article.

Airtable API information

The Airtable connector uses the following:

Base URL
https://api.airtable.com/v0
API tag
v3.3.28

Connect Airtable to Workfront Fusion connect-airtable-to-workfront-fusion

  1. Open Workfront Fusion and the Create a connection dialog of the desired module.
  2. Enter a name for the connection.
  3. (Optional) Click Show advancet settings, and enter your Airtable Client ID and Client Secret.
  4. Click the Continue button to create the connection and return to the module.

Airtable modules and their fields

Records

Create a Record create-a-record

This action module creates a new record.

You specify the data you want in the record and where you want it to be stored.

The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base that the new record will belong to.
Table
Select the table that the new record will belong to.
Record
Smart links
Enable this option to enter names instead of record IDs to fields that link to another table. The record is automatically created in the linked table if there is no match.

Delete a Record delete-a-record

This action module deletes a particular record.

You specify the ID and locates of the record.

The module returns the ID of the record and any associated fields, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base that contains the record you want to delete.
Table
Select the table that contains the record you want to delete.
Record ID
Enter or map the unique Airtable ID of the record that you want the module to delete. You can retrieve the ID, for example, using the Search Records module.

Get a record get-a-record

This action module retrieves record details.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base that contains the table with the record you want to retrieve.
Table
Select the table that contains the record you want to retrieve details for.
Record ID
Enter or map the ID of the record you want to retrieve details for.

Search Records search-records

This search module looks for records in an object in Airtable that match the search query you specify.

You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base you want to search for records.
Table
Select the table you want to search for records.
Formula

A formula used to filter records. The formula is evaluated for each record, and if the result is not 0, false, "", NaN, [], or #Error! the record is included in the response.

If combined with the view, only records in that view which satisfy the formula are returned.

For example, to only include records where Name isn't empty, pass in: NOT({Name} = '')

To learn more, search for information about formula field references in the Airtable support documentation.

Sort
Select the sorting direction and the field you want to sort the results by.
View
Select the view you want to search for records.
Limit
Enter or map the maximum number of records you want the module to return during each scenario execution cycle.

Update a Record update-a-record

This action module updates a particular record.

You specify the ID of the record and the new data you want it to contain.

The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base that contains the record you want to update.
Table
Select the table that contains the record you want to update.
Record ID
Enter or map the unique Airtable ID of the record that you want the module to update. You can retrieve the ID, for example, using the Search Records module.
Record
Smart links
Enter names instead of record IDs to fields that link to another table. The record is automatically created in the linked table if there is no match.

Upsert a record

This action module updates or inserts a particular record.

You specify the ID of the record and the new data you want it to contain.

The module returns any standard fields associated with the record, along with any custom fields and values that the connection accesses. You can map this information in subsequent modules in the scenario.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base that contains the record you want to update.
Table
Select the table that contains the record you want to update.
Record ID
If you are updating a record, enter or map the unique Airtable ID of the record that you want the module to update. You can retrieve the ID, for example, using the Search Records module.
Record
Smart links
Enter names instead of record IDs to fields that link to another table. The record is automatically created in the linked table if there is no match.

Watch Records watch-records

This trigger module starts a scenario when a record is created or updated in the specified table.

NOTE
In order to use this module, the Created Time field or Last Modified Time field must be created in your table.
Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
Base
Select the base you want to watch for new records.
Table
Select the table you want to watch for new records.
Trigger configuration

Trigger field

A Created Time or Last Modified Time field that is used to sort records. If you do not have a Created Time or Last Modified Time field in your schema, you need to create one.

Label field

A field that is used as a label for a record, for example, in the Choose where to start dialog.

Limit
Enter or map the maximum number of records you want the module to watch during each scenario execution cycle.
View
Select the view that you want to use.
Formula

A formula used to filter records. The formula is evaluated for each record, and if the result is not 0, false, "", NaN, [], or #Error! the record is included in the response.

If combined with the view, only records in that view which satisfy the formula are returned.

For example, to only include records where Name isn't empty, pass in: NOT({Name} = '')

To learn more, see the information about formula field references in the Airtable support documentation.

Watch Responses

This trigger module starts a scenario when a form is submitted.

NOTE
This functionality is available only for paid Airtable Pro Plan only.

The webhook URL needs to be generated in Workfront Fusion and then added to form configuration in Airtable.

  1. Add the Watch New Responses module to your Workfront Fusion scenario.

  2. Generate and copy the webhook URL.

    For instructions, see Instant triggers (webhooks) in ÃÛ¶¹ÊÓƵ Workfront Fusion.

  3. Log in to your Airtable account.

  4. Open the Base and the table you want to use for the form and create a Form view.

  5. Set the form as needed, scroll down the form, and enable the Redirect to URL after the form is submitted option.

  6. Enter the Webhook URL generated in step 2 to the displayed dialog box and add the ?record_id={record_id} just after the webhook URL to include the Record ID in the module’s output, then click Save. The resulting URL will, for example, look like this:

  7. Go back to your Workfront Fusion scenario and run the Watch Responses module only to load fields from Airtable and to be able to map those fields into the other modules.

  8. Submit the form in Airtable where the Redirect to URL after the form is submitted option is enabled and Webhook URL added (step 6 above).

    The Watch Responses module is triggered and the desired data are loaded.

  9. Add the Airtable > Get a Record module just after the Airtable > Watch Responses module and map the record_id to the Record ID field.

Now, every time the form is submitted, the Watch Responses module in your Workfront Fusion scenario is triggered, and the Get a Record module returns the submitted form details.

Make an API call

Custom API Call

This action module lets you make a custom authenticated call to the Airtable API. This way, you can create a data flow automation that can’t be accomplished by the other Airtable modules.

The action is based on the entity type (Allocadia object type) you specify.

When you are configuring this module, the following fields display.

Connection
For instructions about connecting your Airtable account to Workfront Fusion, see Connect Airtable to Workfront Fusion in this article.
URL
Enter a path relative to https://api.airtable.com/}. Example: v0/{base}/{table}
Method
Select the HTTP request method you need to configure the API call. For more information, see HTTP request methods in ÃÛ¶¹ÊÓƵ Workfront Fusion.
Headers

Add the headers of the request in the form of a standard JSON object.

For example, {"Content-type":"application/json"}

Workfront Fusion adds the authorization headers for you.

Query String
Add the query for the API call in the form of a Key and Value
Body

Add the body content for the API call in the form of a standard JSON object.

Note:

When using conditional statements such as if in your JSON, put the quotation marks outside of the conditional statement.

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