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NirajShah4's avatar
NirajShah4
Qrew Cadet
7 years ago

Automation to modify current record based on a checkbox

I am working on an automation that triggers based on a "create invoice" checkbox being checked by a user. When this field is checked, the automation creates a record in the "Invoices" table with the v...
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ArchiveUser's avatar
ArchiveUser
Qrew Captain
7 years ago
Niraj,

Not sure why it would not allow you to save the automation. But to your question about having an automation modify the same record that triggered it, yes you can. Just include an action that modifies the same table where the primary key of the target table is the primary key of the triggering table (source)