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