Oct 12, 2023 07:32 AM
Looking to add an automation to an interface that will assign a record to someone based on an order.
I found an article explaining how to set up the automation, but am getting stuck!
In your collaborators field, have the following fields
When the automation runs,
I believe I am getting stuck on how to remove the check mark step in the automation.
Thank you so much!!
Oct 13, 2023 03:38 PM - edited Oct 13, 2023 03:39 PM
> I believe I am getting stuck on how to remove the check mark step in the automation.
It is just another update record action where you set the checkbox field to blank.
If you need more help, post screen shots of what you have so far.
Oct 18, 2023 06:03 AM