+4Hello, So I have an automation to trigger when a checkbox is checked (in screenshot). It works when I test it, but it's not working on it's own. Meaning, when I add a new record and then at the end I check the checkbox, it doesn't add a new record to the programs calendar. I'm not sure what the issue is. Any help would be appreciated.
Take care,
YSDT
Best answer by TheTimeSavingCo
Try changing the trigger to be "When record meets conditions" instead, and use the same conditions as your current conditional group
Right now the automation triggers once you create a new record, and since the checkbox is unchecked at that point, nothing happens
+31Try changing the trigger to be "When record meets conditions" instead, and use the same conditions as your current conditional group
Right now the automation triggers once you create a new record, and since the checkbox is unchecked at that point, nothing happens
+5Try changing the trigger to be "When record meets conditions" instead, and use the same conditions as your current conditional group
Right now the automation triggers once you create a new record, and since the checkbox is unchecked at that point, nothing happens
I was just trying this and I can't change the trigger from "Always" to anything else. Any thoughts?
+31I was just trying this and I can't change the trigger from "Always" to anything else. Any thoughts?
Hmm what's 'Always' in this context? Could you provide some screenshots?
+5Hmm what's 'Always' in this context? Could you provide some screenshots?
Ha. Solved it. User error. Thanks for the response.
+31Whoops. Still there. Here it is.
From the screenshot, the trigger is 'If Receipt is checked'. What would you want the trigger to be instead? You mentioned you can't change the trigger from 'Always', where is that in the screenshot?
+5From the screenshot, the trigger is 'If Receipt is checked'. What would you want the trigger to be instead? You mentioned you can't change the trigger from 'Always', where is that in the screenshot?
I think I've figured it all out. I was confusing, triggers with actions.
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