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Dec 09, 2020 01:27 PM
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.
Dec 09, 2020 07:40 PM
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).
Dec 11, 2020 05:53 AM
That worked! Thank you :slightly_smiling_face: