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Using Automations to Check a Box When Record Matches Conditions

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Lia_Marley
4 - Data Explorer
4 - Data Explorer

Hi Community! I need some help.

Trigger Conditions:
When Date Field (“Date Last Used”) is after 12/31/2019

Action Conditions:
Update existing checkbox field (“Reviewed 2020”) to Checked

Trigger seems to work fine, I just can’t get the action to go. I think it’s because I’m not exactly sure what to input for Record ID.

Thanks in advance!

19 Replies 19

Hey @ScottWorld you seem to be so helpful with this! I’m trying to create an automation that when the Type multiple select option is “Expense” the Paid column adds a tick… I didn’t understand what you said above about type one number 1 to check a checkbox… can you explain further? Thanks!!

Yes, in the “Update Record” action step, choose your checkbox field and then type the number 1 in the blank box that appears. (1 is checked, 0 is unchecked.)

hmm… what should the Record ID be? somethings still not working

In most cases, you’ll probably choose the Record ID of the triggering record. So you’ll choose “Record from Step 1: Airtable Record ID”.

Hi Scott, I typed the number 1 in the black box but it encounter an error. Please see the attached screenshot if you could. Any advice?
Thanks a lot!

image

Your Record ID is wrong, not the number 1. Watch the animated GIFs on this page to learn what to do:

eXo
5 - Automation Enthusiast
5 - Automation Enthusiast

Hey @ScottWorld I’m pretty new to automations, but I was able to get the checkbox working with a different trigger. However, what I would really like to accomplish is for the checkbox to be updated at a specific time. It fails however.

Any suggestions?

Screen Shot 2022-04-24 at 1.09.49 AM

eXo
5 - Automation Enthusiast
5 - Automation Enthusiast

Found a way around this by using a different trigger to check when the record was last updated. Not ideal, but it will do for now. Hope someone can point to a better solution. Thanks

eXo
5 - Automation Enthusiast
5 - Automation Enthusiast

Sooooooooo… Make is a life saver. I can perform an update record call on all the records found in a particular view that meets a certain criteria. This is done with a timed event, so every day at a certain time, it will update the records that meets the requirement. Love it.

AUTORRARI_MAIN
7 - App Architect
7 - App Architect

Hello all,

It’s possible that we may have strayed off topic a little…

I believe the topic is “Using Automations to Check a Box When Record Matches Conditions”.

And while “Update Record” IS a condition, it seems like a much more advanced answer then would be for, say “When a Record is Created”. And sadly it doesn’t look like the answers would be the same either. So one doesn’t necessarily help the other.

So, WITH SCREENSHOTS (please), can someone please explain how to use an automation to check a box? I’m putting one’s and zero’s everywhere and nothing is working!

Also, am I doing something different here? Why does my “Automation” area look so different than everyone else’s???

MINE:
Capture12
ONE FROM THIS THREAD:
image

Thanks!

DG