Help

checkbox triggering automation to add record in another trable

Topic Labels: Automations
Solved
Jump to Solution
285 2
cancel
Showing results for 
Search instead for 
Did you mean: 
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

1 Solution

Accepted Solutions
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

See Solution in Thread

2 Replies 2
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.