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Hi All,

Appreciate you reading. I am working on a Zap that allows our HR group to enter new hire information into their Google Sheet and once they are done use a check box in the final column to indicate they want the associated IT ticket created. The check box is listed as the trigger in the Sheet configuration. Once selected it generates a ticket in Zendesk puling information from the various fields.

 

What I have noticed is if HR is entering a new row for a prospective employee and awaiting a badge ID or any piece of information the zap will go off and before they check the check box. My assumption is even though I set a trigger the Zap is still defaulting to new row entry as the trigger. I don’t see any additional options to control this. Has anyone experienced this type of interaction before?

 

Appreciate you all!

 

Best,

Ray

Hi ​@Ray_Pfaff 

Add a Filter as Zap step 2: https://zapier.com/apps/filter/help

Set a condition to check for the value in the desired trigger column.


Hey ​@Ray_Pfaff 👋

How did you get on with that filter Troy suggested adding? Did that allow you to prevent the Zap from continuing if the checkbox was not checked?

Keen to ensure you’re all squared away on this so would love to hear how you’re getting on - happy to help if you’re still stuck at all! 🙂


Hi ​@Troy Tessalone and ​@SamB ,

 

Appreciate both of you for your help and encouragement. I think I am close but notice an issue. My fields are checkboxs in my trigger column. When creating a filter I can select the appropriate column but my options for the condition don’t seem to line up. I expected to find something along the lines of “if checked” or “if not checked” I have options for text, date, Boolean, and numbers. Screenshot attached.

I think once I figure this step out I should be good!


Thanks for getting back to me, ​@Ray_Pfaff🙂

Often with checkbox type fields they will use Boolean values to indicate whether they are checked or not, e.g. checked = true, unchecked = false. Sure enough, I had double-checked a checkbox field from my own Google Sheets spreadsheet and when it is unchecked we see the value of FALSE come through:

1b30210a731369bb307eb247e0bed05c.png

So in the filter you’d want to select the (Boolean) Is true option. That will ensure that the Zap only continues to run if the row that triggers the Zap has the checkbox ‘checked’.

Can you give that a try and let us know if that works as hoped?


@Ray_Pfaff 

If you still need help, post screenshots showing the DATA OUT from Zap step 1 that you are trying to use, so we can see the actual data values.


Hi ​@SamB & ​@Troy Tessalone ,

 

Great news… it is now working! I did have the Boolean True set but the data was not pointing to the last filled row as a result of us pulling down the column for the empty checkboxes. Those entering the data forget to do that step so we prepopulated the column for them 🙂

 

Went to Data Transfer on the Zap and ran it for a selected example of 2 entries one with a check box checked and one without. Only one ticket was created!

 

Appreciate you both

 

Cheers!

 

Ray


Yay! 😁🎉 That’s fantastic news, ​@Ray_Pfaff. Thanks so much for following up here to keep us updated, and great work on getting it all sorted! 🙌

Please do reach back out to the Community if we can help with anything else. Until then, happy Zapping! ⚡️


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