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Nov 04, 2020 04:02 PM
Hello. I have a series of actions in an Automation set up to create records (tasks) when a new project is created.
Sometimes there’s a snafu and the project is created accidentally or there’s a mistake. Meaning I need to re-run the steps in the Automation but they won’t run again on their own.
I thought I could create a script to choose a record (Project) to run that specific Automation that creates the records (Tasks).
Is this possible or would this all have to be generated by a script?
TLDR: Can you run an Automation selectively by a Script > Record Picker
Nov 04, 2020 04:17 PM
Technically. Your script could turn a checkbox “on” for that record, and set the automation to run when records with checkboxes ticked.
Nov 04, 2020 04:36 PM
Oh wow, I like that better. Thanks for the simple solution.
Any chance you know if my (more difficult) original question is possible?
Nov 04, 2020 05:05 PM
Nope. The only way to trigger an automation is to make some change to a record, or to create a record.
Nov 04, 2020 06:39 PM
Thanks for the clarity.