Skip to main content
Question

Trigger Action Off Look Up Fields

  • June 15, 2021
  • 0 replies
  • 29 views

I have two tables workers and claims. One worker can have many claims.

I have an action setup to run when a claim is added or modified based on having certain information related to a worker.

Its a formula that gives us a yes or no depending if that information is filled in the worker entry.

Currently when adding a claim it is firing the action appropriately based on the yes no trigger.

If the information is added at a later date, the action is not triggering.

If I submit the information in the workers record causing the formula field to change from no to yes in the claim, it should fire the action? 



------------------------------
Jordan Beatty
------------------------------
This topic has been closed for replies.

Forum|alt.badge.img+14
No. It will only fire if the record is modified (by either a user, or another automation/action). In this case, when a formula changes, the record is not being modified, it just happens to have a formula that changes. You need to set up a second action/automation that triggers off the parent table, utilizing whatever field is changed the by the user. Then it will modify the child table as its action.

------------------------------
Mike Tamoush
------------------------------
Terms & ConditionsAccessibility statement