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Cannot use linked record field in automations

  • April 19, 2023
  • 3 replies
  • 92 views

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I have a table <TableA> whose records <TableARecord> have a field <LinkedRecordB> which is linked to records of a second table <TableB>.

I am try to use that field <LinkedRecordB> for automations and I don't see how.

  1. If I try to use it in a Condition Group, when defining the condition I can only use the record ID and Name.
  2. If, as a workaround, I try to find the corresponding record in <TableB> using a "Find records" action with "Find records based on" when trying to defined the condition I am not even able to select that field <LinkedRecordB> and get an error message when hovering stating: "No valid nested options"

The only solution I have found is using adding another field of type "Formula" in <TableA> an getting the Name of that linked record <LinkedRecordB> and then using it in the condition in option 2.

Am I missing something?

3 replies

TheTimeSavingCo
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I don't think so I'm afraid, and I use your workaround of the formula field for the record name (or even a lookup field to grab the linked record's record ID sometimes) as well

Would be happy to learn how to solve this!


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  • New Participant
  • 2 replies
  • August 7, 2024

I don't think so I'm afraid, and I use your workaround of the formula field for the record name (or even a lookup field to grab the linked record's record ID sometimes) as well

Would be happy to learn how to solve this!


I'm working on this exact same issue, was a solution ever found?


Cole_Wedemeier
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  • Inspiring
  • 36 replies
  • September 13, 2024

I'm also in this situation, but one step further. I tried this work around, where if I make a formula field to populate the lookup fields data, I get "invalid input errors" as if it cannot read the formula field and I swear this used to be an option that worked.