Hello again all,
I believe there is another topic titled “Using Automations to Check a Box When Record Matches Conditions”. (I posted there but got no answer)
That thread seemed to have strayed a little off track. Because while “Update Record” IS a condition that ‘could’ be used, it’s only one option. And the steps seem to be different for each “Action Type” selected.
So, if someone could walk me through another one, like “When a Record is Created”, I would greatly appreciate it!
So, WITH A SCREENSHOT (please), can someone please explain how to use an automation to check a box? I’m putting true, false, one’s and zero’s everywhere and nothing is working!
As always, THANK YOU!
DG