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I am trying to create an automation that triggers when a record reaches the last stack in my Kanban view (Placed 1st Order) that the action is updating the record to checked a box in the columed called Customer. I’ve created the trigger, but I’m getting tripped up on the action. What record ID am I suppose to add? And When I choose the Customer field, it doesn’t let me tell it to check the box.

In the Action for the Checkbox field, you should enter ‘true’. If you would like to do the opposite, you should enter nothing (creating a null value or unchecked).



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That worked! Thank you 🙂


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