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Re: Automation to check a box from Kanban stack

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Suzanne_Ransom
4 - Data Explorer
4 - Data Explorer

I am trying to create an automation that triggers when a record reaches the last stack in my Kanban view (Placed 1st Order) that the action is updating the record to checked a box in the columed called Customer. I’ve created the trigger, but I’m getting tripped up on the action. What record ID am I suppose to add? And When I choose the Customer field, it doesn’t let me tell it to check the box.

2 Replies 2
Bill_Felix
6 - Interface Innovator
6 - Interface Innovator

In the Action for the Checkbox field, you should enter ‘true’. If you would like to do the opposite, you should enter nothing (creating a null value or unchecked).

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Suzanne_Ransom
4 - Data Explorer
4 - Data Explorer

That worked! Thank you :slightly_smiling_face: