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May 14, 2021 01:33 PM
Reaching out to this amazing community again… I have read/watched the help topics on this, and I can not get it to work.
I want to send an email when the “category” of a horse changes from Vet Hold to Under Evaluation - most importantly, I need to include the name of the horse.
For some reason, no matter what horse I move from Vet Hold to Under Evaluation, the system populates the email with the same horse “Hawkeye” every time.
This seems like the most basic automation based on the other questions out there - can anyone provide advice?
Humbly (as this exercise has definitely humbled me),
Katherine
May 14, 2021 03:17 PM
Can you post some screen shots of your automation? Thanks.
May 14, 2021 03:42 PM
Have you actually turned the Automation on, or are you still hitting “Test” on the action steps? Tests always pull from the same test trigger record.
May 15, 2021 10:31 AM
That was it!! THANK YOU!!
Katherine
May 15, 2021 10:32 AM
Thanks Chris - looks like I simply needed to turn the automation on. Have a great day!