Nov 01, 2024 12:49 AM
Hello, So I have an automation to trigger when a checkbox is checked (in screenshot). It works when I test it, but it's not working on it's own. Meaning, when I add a new record and then at the end I check the checkbox, it doesn't add a new record to the programs calendar. I'm not sure what the issue is. Any help would be appreciated.
Take care,
YSDT
Solved! Go to Solution.
Nov 01, 2024 01:44 AM
Try changing the trigger to be "When record meets conditions" instead, and use the same conditions as your current conditional group
Right now the automation triggers once you create a new record, and since the checkbox is unchecked at that point, nothing happens
Nov 01, 2024 01:44 AM
Try changing the trigger to be "When record meets conditions" instead, and use the same conditions as your current conditional group
Right now the automation triggers once you create a new record, and since the checkbox is unchecked at that point, nothing happens
Nov 01, 2024 01:52 AM
Thank you so much. That worked perfectly. I appreciate it.
Dec 04, 2024 02:09 PM
I was just trying this and I can't change the trigger from "Always" to anything else. Any thoughts?
Dec 05, 2024 04:51 AM
Hmm what's 'Always' in this context? Could you provide some screenshots?
Dec 05, 2024 08:57 AM
Ha. Solved it. User error. Thanks for the response.
Dec 05, 2024 10:40 AM
Dec 08, 2024 02:36 AM
From the screenshot, the trigger is 'If Receipt is checked'. What would you want the trigger to be instead? You mentioned you can't change the trigger from 'Always', where is that in the screenshot?
Dec 09, 2024 10:00 AM
I think I've figured it all out. I was confusing, triggers with actions.