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...
I thought the same but the automation UI will not allow me to save as the button is greyed out and when I hover over it, I get not available sign. See attached picture.
I am not sure I follow what you mean by "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)". My automation action to input the related invoice (parent table) is based on a value that is already calculated in the same table the action is being triggered from.
