Apr 16, 2024 01:15 PM - edited Apr 17, 2024 07:09 AM
EDIT: I was able to solve my issue. My field configuration for linked records wasn't set up correctly. I think I just needed fresh eyes on it the next day.
I am trying to create the following automation:
Trigger: If a check box is selected on Table 1, then
Action: Send email
Action: Create a record on Table 2 using selected fields from Table 1
Action: Uncheck the box from the initial trigger on Table 1
When I run the automation on a record in testing, everything works perfectly, both when testing the individual parts as well as the automation as a whole, but after making it live and trying to trigger it, only the emails get sent and the next two actions are not completed. Any thoughts on what I could be doing wrong?
Apr 16, 2024 04:24 PM
Hiya! What's the error message that pops up on the failed tests?
I suspect the fields used to create the record in Action 2 may be invalid. Or set up so it works great with the test record and not the live usage. Will be hard to tell without me knowing how Action 2 is set up. 🙂
Apr 16, 2024 07:32 PM
Could you provide screenshots of your automation setup and the error messages?