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New Row Automation

Triggering Automation When New Rows Are Created
Casey Linehan
Ever wanted to trigger an automation when a new row was created in your doc, but not for subsequent updates to that row? You can do that using the simple approach below.

Form Submission

Creating new rows through a form? Now you can select “Form submission” as an enrollment trigger for a specific table without having to use the below approach. For tables with rows being created manually, the below will still work well.
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Test It Out

Create a copy of this doc and then create a new row through the button below. You should get a notification shortly thereafter. Then try clicking the Re-enrollment test button for the row you created; if you don’t get another notification, then the automation worked!
Note: You’ll ned to copy this doc first to test it, otherwise you won’t get the notification!

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Copy this doc
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Create a New Row
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Demo
0
Person
Automation Flag
Re-enrollment Test
1
Casey Linehan
There are no rows in this table
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New Row Automation Steps
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Step
Part of Rule
Step Description
1
1
When ⏱
When a row changes in the Demo table on any editable column .
Enrolls a row from the table in the automation any time there is a change in any of its columns.
Open
2
2
If ❓
If 'Step 1 Result.Automation Flag'=FALSE .
If the row’s “Automation Flag” value is set to “False” (e.g. is not checked off), then proceed with the Automation and complete the following actions; otherwise end the automation.
One of the subsequent steps checks that Automation flag box so that any future automation enrollments for the row fail this step and further notifications aren’t sent.
Open
3
3
Then 🎬
Then modify rows in the Demo table applying to Step 1 Result and updating the value for Automation Flag to TRUE.
This sets the Automation Flag to TRUE and prevents the row from moving beyond the If/Then check in Step 2 in the future.
Open
4
4
Then 🎬
And then notify Demo Table > Person with the following message: Your automation ran successfully!.
This step sends the message to the user in the Person column of the row through an in-app notifications. You can also send messages through other tools like Slack or Gmail too!
Open
There are no rows in this table
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