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Perform automation action on trigger record

  • 1.  Perform automation action on trigger record

     
    Posted 10-17-2018 21:22

    I've become a big fan of Automations following the NYC Community Summit last week, but having trouble with one component. 

    Case: User opens Table A Record 1 and changes value in Field  'Trigger Status' to 'Initiate'; this change in record triggers 4 actions in the the automation. As a 5th action, I'd like to change the 'Trigger Status' value in Table A Record 1 to 'Complete'. This would let non-admin users know that the automation was successful. 

    Is there a way to perform an automation action on the trigger record?


  • 2.  RE: Perform automation action on trigger record

    Posted 10-17-2018 21:45
    Indeed there is.
    The last step in the Automations can edit records and select the parent table itself.  A filter should be available that the Trigger Record ID# field  = the [Record ID#],

    ie only edit the trigger record.


  • 3.  RE: Perform automation action on trigger record

     
    Posted 10-17-2018 22:05
    That makes sense- thanks!! Now I'm encountering something odd- the field dropdown list for 'the value in the field...' is only showing a few options, and Record ID# is not in the dropdown. Any thoughts? Screenshot attached


  • 4.  RE: Perform automation action on trigger record

     
    Posted 10-24-2018 13:39
    Issue resolved- criteria should be set to modify records where Record ID# is equal to the value Trigger: [table] Record ID# 

    In my case, trigger an action on a record in the Web Form Submissions table when that same record is modified.