Inserting Lookup Fields as text in Automation email
Hi there,
I’m trying to generate an automation email and insert text from a Lookup Field. So the email/name is in one table, and then there are Lookup Fields for the Subject and Content which come from another table. These are visible in the table, but when I try to insert them into the automation they come back as blank.
I know the automation works as it already has variable fields inserted which work fine, but I can’t make the Lookup Fields appear in the email. I don’t get an error so I don’t quite know where I’m going wrong.
I’m choosing the “Value” option from here.
Any help greatly appreciated!
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This is now fixed. It just needed 30 minutes for some reason and the variables started to work!
It’s probably only showing up blank during your test, but if you actually send the email, it would likely be fine.
That’s because tests are only able to retrieve the record values that were there during the last time you tested the trigger step.
To reload the record’s current values for testing purposes, go back up to the trigger step and re- test that step again. (Be sure to choose a record that has an email address in the lookup field.)
Re-testing the trigger will reload the record’s current values that you can then use for testing other action steps down below.
@ScottWorld is correct! For further reference when he mentions “re-test the step again” what you want to do is to “choose a new record” as shown on the image below. Do not click on Review test results only (shown to the left of the automation steps), as that will only show the values from the record chosen originally!
