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Automation (Trigger Query)

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FPX
6 - Interface Innovator
6 - Interface Innovator

Hi all

Can someone please advise how to make an automation to occur for when a button is clicked ("complete in 'Next Action' field) this will match the Quantity Ordered number to Quantity Dispatched number so that Quantity Remaining formula shows as 0.

Alternative suggestions welcome 🙂 Just wanting an override in my system as Ordered doesnt = Dispatched

FPX_0-1722314057993.png

 

1 Reply 1

Hello,

An option is to use the status "complete" as the trigger:

Pascal_Gallais_0-1722333227839.png

Set the trigger as follows:

Pascal_Gallais_1-1722333273951.png

And add an "update record action":

Pascal_Gallais_2-1722333319997.png

Airtable record ID comes from the record that triggered the automation:

Pascal_Gallais_3-1722333385981.png

Regards,

Pascal