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Re: checkbox triggering automation to add record in another trable

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YSDT
4 - Data Explorer
4 - Data Explorer

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

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TheTimeSavingCo
18 - Pluto
18 - Pluto

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

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8 Replies 8
TheTimeSavingCo
18 - Pluto
18 - Pluto

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

YSDT
4 - Data Explorer
4 - Data Explorer

Thank you so much. That worked perfectly. I appreciate it. 

I was just trying this and I can't change the trigger from "Always" to anything else. Any thoughts? 

 

Hmm what's 'Always' in this context?  Could you provide some screenshots?

Ha. Solved it. User error.  Thanks for the response. 

 

Whoops. Still there. Here it is. 

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?

I think I've figured it all out. I was confusing, triggers with actions.