Automation to Uncheck Box when Record Enters a View on a different table
Hello, I seem to be running into a problem where I can't get my automation to uncheck a checked box when certain conditions are met in a linked table. Essentially, I want the "Ordered" Checkbox on my primary inventory table to be unchecked automatically when a new order of the associated item enters my "Received" table.
Here's the setup for the automation:
And the result where I'm having trouble:
Airtable seems to recognize the cell that I want to affect with the automation as evidenced by the fact that the box is highlighted in red, but it doesn't actually uncheck the box. How do I work around this? Thanks
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Is this only happening in the testing stage or when you try to run as configured?
Also, if there is more than one item in the cell that you're picking for the record ID, then you should add a repeating step for each item as the "Update Record" action only does one record.
Just wanted to say thank you very much for providing all the screenshots and the explanation text for each screenshot too; makes it super easy to help you!
On the slim chance @Sistema_Aotearo's suggestions don't fix it for you, if could provide a read-only invite link to a duplicated copy of your base with some example data I could take a look at this for you!
Is this only happening in the testing stage or when you try to run as configured?
Also, if there is more than one item in the cell that you're picking for the record ID, then you should add a repeating step for each item as the "Update Record" action only does one record.
In the testing stage the checkbox is highlighted but not unchecked, when it runs as configured the automation fails and I get a message saying "invalid inputs". There is only one item in the cell picked for the record ID, but if i wanted to try the repeating step, how would I do that? thanks!
Just wanted to say thank you very much for providing all the screenshots and the explanation text for each screenshot too; makes it super easy to help you!
On the slim chance @Sistema_Aotearo's suggestions don't fix it for you, if could provide a read-only invite link to a duplicated copy of your base with some example data I could take a look at this for you!
Sure thing, here's the link to the read-only base duplicate. I'm still building out the inventory so there's not much data but hopefully it provides a good overview of what im trying to achieve.
Sure thing, here's the link to the read-only base duplicate. I'm still building out the inventory so there's not much data but hopefully it provides a good overview of what im trying to achieve.
In the meantime I tried setting it up the way you did, my suspicion is that the issue lies in the Record ID I am choosing. When I choose the record ID with the fingerprint icon like you have, airtable uses the record ID for the received record instead of the id of the linked item in the primary inventory table. When I identify/choose the record ID for the actual item, it identifies the checkbox but does nothing with it besides highlight it in the test preview as before.
Hi all, did anyone end up figuring out a solution to this? I’m having the same exact problem, I’ve set up my automation correctly (I think), where when I check a box in my field labeled “latest price” it searches for previous instances of that same box checked for the same product, and I want it to then uncheck those other instances. I’ve got the find records piece working, and I’m pretty sure the record ID is correct (it’s the list of found records), but when I generate the preview it just highlights the checked box in red, but doesn’t uncheck it. When I turn it on and manually test it, it throws the “received invalid inputs” error… Any thoughts? Screenshots below:
Does this look right? If so, I’ve set it up here for you to check out
One of the issues you’re facing is the set up of the Record ID field; we need to use the Find Records result as the list in the Repeating Group, and then set up the Record ID like this:
I also added in another thing where it prevents the automation from unchecking the triggering record; not sure if that’s what you want though!
Thank you, @TheTimeSavingCo !! This works perfectly! I guess I’d missed that error in setting it up, and I’m glad you added a simple way to keep the automation from unchecking the triggering record, that was going to be my next quest, haha. I’ve just implemented the tweaks and everything is working beautifully. Appreciate the help!
