Automation to modify current record based on a checkbox

  • 0
  • 1
  • Question
  • Updated 3 months ago
  • In Progress
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 value of its key field being passed from a field in the child "Charges" table. I need to be able to pass the value of this same field into the reference field "Related Invoice" on the same table that the automation is being triggered from however I am unable to do so as Quick Base will not allow me to save the automation.

I understand this may be because an automation cannot modify the same record that it is being triggered from however is there a work around to get this to be successful?
Photo of Niraj Shah

Niraj Shah

  • 122 Points 100 badge 2x thumb

Posted 3 months ago

  • 0
  • 1
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)
Photo of Niraj Shah

Niraj Shah

  • 122 Points 100 badge 2x thumb
Thanks Surya.

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.
Niraj, As discussed, since the filtering criteria is missing in action 2, it is not letting you save the automation.