Discussions

Expand all | Collapse all

automation doesn't trigger with save and keep working

  • 1.  automation doesn't trigger with save and keep working

    Posted 02-08-2019 00:43
    I'm new to automation, so I'm hoping there's an easy fix to this that I just haven't found yet.
    I created an automation to add a record in a child table.
    If I "save and close" the parent record, then the next time I go in, I see the child.
    However, if I use "save and keep working," this doesn't happen.


  • 2.  RE: automation doesn't trigger with save and keep working

    Posted 02-08-2019 19:40
    What's the trigger for the automation? Post a complete screenshot if you can.


  • 3.  RE: automation doesn't trigger with save and keep working

    Posted 02-12-2019 21:06
    The likelihood with this is that your Save & keep working refresh is happening faster than the automation is creating the child.  If you refresh a few seconds after the Save & keep working redirect; you will probably see the child-record show up.  I have numerous apps where I have a separate "refresh" button on the form to enable users to refresh easily so any automated actions show up in the parent record.  If this is not the case; then you may need to submit a support ticket.


  • 4.  RE: automation doesn't trigger with save and keep working

    Posted 02-12-2019 21:11
    You are exactly right! Thank you.


  • 5.  RE: automation doesn't trigger with save and keep working

    Posted 04-17-2019 14:00
    I was experiencing this same issue.  Not at first, but it "suddenly" started to happen and couldn't figure out why.   I finally realized that it started happening when I changed the Performance options under Settings > App Properties > Advanced settings > Performance options, by checking the "Load all embedded reports on a form when the form loads" checkbox.  I went back into settings and unchecked the box and the automation to add child records functions like it did before, without having to refresh the page again.


  • 6.  RE: automation doesn't trigger with save and keep working

    Posted 04-17-2019 14:10
    Good to know.