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Hi guys,

The easiest explanation of my problem is this:

  1. I have an orders table and I have a “Tags” field in that table (multi select) - one of the tags is “Awaiting Payment”
  2. When a customer pays, a team member will remove this tag.
  3. When this happens, we want to automatically leave a note in our Notes table.

We already create notes automatically in other automations so are confident with that part, but the trigger is more of an issue?

I’m thinking that maybe I need a “Tags Previous State” field to copy to?

Not really sure, I appreciate any insight anyone can offer.

 

What if you created a formula field to look for the text ‘Awaiting Payment’ in the tags field, and then had an automation trigger off of that?  I’ve set it up here for you to check out!

 

Hi Boppa,

Regarding your requirement: “Automation to create a note when a tag is added or removed” — I understand you want a note to be created automatically in the Notes table whenever the “Awaiting Payment” tag is removed from an order.

For PostgreSQL, this can be solved with an AFTER UPDATE trigger on the Orders table:

  • The trigger will compare OLD.tags and NEW.tags.

  • If OLD.tags had “Awaiting Payment” and NEW.tags no longer has it, then the trigger will insert a note into the Notes table.

This approach removes the need for a separate “Tags Previous State” field since the trigger itself handles the comparison.

If you are using a different database (MySQL, SQL Server, etc.), let me know — I can share the solution for that as well.

Thanks ​@TheTimeSavingCo - it’s so simple once you see it in action. Thanks very much.

​@palak_12 - I like what you suggest, and it makes perfect sense, but I’m not using any of PostgreSQL, MySQL or SQL Server. Just Airtable and Softr. Thanks for contributing - I am sure somebody else will find this helpful too.

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