MJaffe - profile

MJaffe · Oct 03, 2023

Hi. Im having two issues with automations. Thanks in advance for any help - Michael1. My automations only run when a new or matching record is submitted through a form. If I do so on the table itself which the trigger is set up to monitor for either ...

MJaffe · Oct 03, 2023

Thanks again. To confirm on the 3 points:1) I will have to update all records for the trigger to work? 2) This will only work on new records, as is happening?3) This actually worked without worrying about the trigger and action as I can reference it ...

MJaffe · Oct 03, 2023

Thank you Valentino. The trigger I have is when record on my Input table matches two criteria (Capital call or distribution), a new record will be created in a table called Capital calls. (See image) This only runs when I make a new record with one o...

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Automation not working sometimes

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