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.
+7In 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).
Reply
Most helpful members this week
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.