Re: My automation works when I test it but won't run automatically

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4 - Data Explorer
4 - Data Explorer


I want any record in the "Student ID" field to be copied into the linked "Student Names" field so that the student's name is pulled anytime an ID is entered. My automation works when I test it but nothing happens when I enter new records.

automation 1.PNG




3 Replies 3
18 - Pluto
18 - Pluto

You can't use the trigger "when a record is created" because it triggers when the line is blank. You will need to use "when a record matches conditions", and make it trigger when you check a checkbox field or change a single-select field.

Or you need to use a form to create your record so that it is created with field values at the moment of creation. 

Yes, this is the even better option!