Automation to Uncheck Box when Record Enters a View on a different table

[emiliocaw]

Hello, I seem to be running into a problem where I can't get my automation to uncheck a checked box when certain conditions are met in a linked table. Essentially, I want the "Ordered" Checkbox on my primary inventory table to be unchecked automatically when a new order of the associated item enters my "Received" table. Primary Inventory showing that Rulers have been "ordered". Ideally I can automate a process that unchecks the box when a new order of rulers is unput on the "Receiving" table.

Here's the setup for the automation:

Action: The "Ordered" checkbox is unchecked on the item's record in the "Primary Inventory" tableTrigger: When an item is added to the "Received" table that is not a return, it enters the "New Orders" view via filter

And the result where I'm having trouble:

Test Result

Airtable seems to recognize the cell that I want to affect with the automation as evidenced by the fact that the box is highlighted in red, but it doesn't actually uncheck the box. How do I work around this? Thanks

[Sistema_Aotearo]

Is this only happening in the testing stage or when you try to run as configured?

Also, if there is more than one item in the cell that you're picking for the record ID, then you should add a repeating step for each item as the "Update Record" action only does one record.

[TheTimeSavingCo]

Just wanted to say thank you very much for providing all the screenshots and the explanation text for each screenshot too; makes it super easy to help you!

On the slim chance @Sistema_Aotearo's suggestions don't fix it for you, if could provide a read-only invite link to a duplicated copy of your base with some example data I could take a look at this for you!

[emiliocaw]

In the testing stage the checkbox is highlighted but not unchecked, when it runs as configured the automation fails and I get a message saying "invalid inputs". There is only one item in the cell picked for the record ID, but if i wanted to try the repeating step, how would I do that? thanks!

[emiliocaw]

Sure thing, here's the link to the read-only base duplicate. I'm still building out the inventory so there's not much data but hopefully it provides a good overview of what im trying to achieve.

Read-Only Base 

Thanks for the help!

[TheTimeSavingCo]

Thanks for the link!  Ah that link doesn't provide access to the automations or duplicating the base, so I can't view how you've set up your automation.  Here's a link for how to create a read-only invite link! https://support.airtable.com/docs/adding-a-base-collaborator#adding-a-base-collaborator-in-airtable

In the meantime, I've put together something for you here for you to check out to see how our automation set ups might be different!

Here it is working with a single item linked on a "Received" record

And here it is with two items linked:

[emiliocaw]

Apologies, I've created a new link and this should work: https://airtable.com/invite/l?inviteId=invgqlDNoLrUtuTru&inviteToken=b38f44b4bca2dd9cd8f9a41775867e9...

In the meantime I tried setting it up the way you did, my suspicion is that the issue lies in the Record ID I am choosing. When I choose the record ID with the fingerprint icon like you have, airtable uses the record ID for the received record instead of the id of the linked item in the primary inventory table. When I identify/choose the record ID for the actual item, it identifies the checkbox but does nothing with it besides highlight it in the test preview as before.