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Question

Help with Automations

  • March 24, 2020
  • 0 replies
  • 32 views
Help! My automation is not working and I'm not sure why. I have it set to "checkmark" a field (Report Received) any time a user adds a record to Quarterly Reports (document upload). Here's a screen shot of the report I'm doing it for.


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Bethany Dickey
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  • EvanMartinez
  • Community Moderator
  • March 24, 2020
Hi Bethany,

For this Automation are the Quarterly Reports bring added to a child table of your Contracts table? If so is it set up that an individual record on the table we are seeing here would have one Quarterly Report below it or is it going to be getting multiple Quarterly Reports over time?

Do you have a screenshot of the logic of your Automation trigger and steps by chance?

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Evan Martinez
Community Marketing Manager
Quick Base
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