Forum Discussion

LB's avatar
Qrew Trainee
2 years ago

Information on how to work Pipelines

With the automation feature, how could one set up a pipeline to uncheck a box in related records when a box is checked in a new record - similar to this discussion in 2020?

Lorrie B

1 Reply

  • if you are triggering a new record by a checkbox and just want to uncheck the box at the end, just add a final step that changed Step A Checkbox to Unchecked. If it's unrelated then you can trigger it when the record is created and the new box is checked, search the table with the Related record and Set the box to unchecked.  

    Tammie King