- 29 Feb 2024
- 1 Minuto para leer
- Impresión
- OscuroLigero
- PDF
Prevent automations from triggering by mistake
- Actualizado en 29 Feb 2024
- 1 Minuto para leer
- Impresión
- OscuroLigero
- PDF
Plan availability | All plan types |
Permissions | Owners/Creators - These permissions are needed in order to be able to perform the steps outlined in this article. |
Platform(s) | Web/Browser, Mac app, and Windows app |
Example and overview of preventing unintended
This article covers the setup process for adding a manual review process of a record before an automation runs. This approach can be helpful for many workflows where having someone personally review a record before running an automation is desired.
In this article, we'll apply this workflow to an example scenario where a marketing team wants to personally check that all invoice details for their contract writers are correct before sending them over to their accounting department.
Here's a summary of the workflow we'll create for this hypothetical marketing team:
Create a checkbox field to manually approve that the record is ready to be used in an automation
Configure a view to only show records with that field checked
Configure the automation to only run for records that appear in that view
Walkthrough: Preventing automations from running by mistake
Step 1: Create a checkbox field
Start by adding a new checkbox field and naming it Approve automation. This field would be checked off after the relevant information for each contracted article is reviewed.
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Step 2: Configure a view
Next, you'll need to set up a new filtered view that will be used to display only records that have Approve automation checked.
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As soon as that field is checked the record will filter into this view.
Step 3: Choose a trigger
The next step is to setup an automation using the When a record enters a view trigger. Select the appropriate table and the Approved Timesheets view we just created. The automation will trigger (run) for every new record that is added to that view. As a reminder, records should only be added to that view once the Approve automation checkbox field is manually clicked.
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Note
We strongly recommend pairing the "When record enters view" trigger with a locked view. By using a locked view, or ensuring a locked field is involved, you can decrease the likeliness of accidentally changing a view's filtering (therefore avoiding accidental automation runs for unintended records that enter that view).
Step 4: Add an action
After you've configured and tested the trigger it's time to select an action. For more guidance on adding actions please see Creating an automation.