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Only one action working in multi-action automation (all actions work in testing)

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lindsaywe
4 - Data Explorer
4 - Data Explorer

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?

2 Replies 2

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. 🙂


Justin Ng
Programme Coordinator at Sistema Aotearoa
https://www.sistemaaotearoa.org.nz/

Could you provide screenshots of your automation setup and the error messages?