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Action buttons

  • June 16, 2025
  • 2 replies
  • 62 views

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Hello 

I struggle to configure an action button in the Record Detail view: 
I wish to update a check box field to ‘NO’ and then to ‘YES’  such that to trigger an 
automation, but that does not work. 
It is weird that if I configure both Updates to ‘YES’, the Button takes the ‘After.. ‘ appearance as default. 
What am I missing?

Thanks 

 

 

2 Updates Button

 

 

This is what I wish to do
Weird behaviour (??)

 

 

Best answer by dsolimini

There are two ways to do this:

Option 1: Use the action button to call the automation directly. Rather than have it “update record”, choose “Run Automation.”

Option 2:

  1. Have action button CHECK the relevant box. 
  2. Trigger the automation based on “When a record meets conditions,” box=checked
  3. Use the last step in the automation to UNCHECK the relevant box.

2 replies

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  • Inspiring
  • Answer
  • June 16, 2025

There are two ways to do this:

Option 1: Use the action button to call the automation directly. Rather than have it “update record”, choose “Run Automation.”

Option 2:

  1. Have action button CHECK the relevant box. 
  2. Trigger the automation based on “When a record meets conditions,” box=checked
  3. Use the last step in the automation to UNCHECK the relevant box.

BuildForAT
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  • Brainy
  • June 16, 2025

Hey ​@dbidinost,
That’s a good attempt!

What you want to do instead is at the end of your automation run, uncheck the box.
That way, when you want to trigger the automation again the box will already be unchecked for you and then you can just check the box to start run.