Forum Discussion
RyanSherman1
Qrew Member
Evan!!!!
Thank you so much!! the automation worked perfectly! I appreciate you!
Thanks again!!
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Ryan Sherman
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Thank you so much!! the automation worked perfectly! I appreciate you!
Thanks again!!
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Ryan Sherman
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RyanSherman1
5 years agoQrew Member
Evan, thank you for your help thus far; I was able to set up the automation to populate the other table, however I am going in circles with the following issue.
I have set up the automation to feed the check box column into the original table. So table A once the box "script Check" is checked it moves into the second table for employee number 2 to complete a script check on the customer. Employee 2 does a check, and then clicks "Script on File" which then auto populates that field on the original table.
The problem is that its autopopulating that entire column, meaning every customer is getting auto populated when the automation runs from Table 2 back to the original table? Any ideas how to get around this?
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Ryan Sherman
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I have set up the automation to feed the check box column into the original table. So table A once the box "script Check" is checked it moves into the second table for employee number 2 to complete a script check on the customer. Employee 2 does a check, and then clicks "Script on File" which then auto populates that field on the original table.
The problem is that its autopopulating that entire column, meaning every customer is getting auto populated when the automation runs from Table 2 back to the original table? Any ideas how to get around this?
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Ryan Sherman
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- EvanMartinez5 years agoQrew EliteHi Ryan,
If you are triggering another Automation are you making sure that the related customer is being drawn in for every automation? That related customer would mean it should only find and check the box on other records that are for the exact same customer. Though it does mean it would check the box on every record with the exact same customer. Otherwise you would need to build another filter into your automation to target only the exact right records. The Automations need to have filters built in to help them target the right records.
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Evan Martinez
Community Marketing Manager
Quick Base
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