I built a project management tool using softr as the UI. I am looking to build an airtable automation that sends and email upon various triggers with the airtable data. The triggers seem to work fine, I am having trouble pulling in the data I need from related records in other tables.
The data structure in this example would be:
- Project Table - has a field containing project members. This field is related to the user table
- Users table - has individual records for each user and a field in each user record containing all the projects it is associated with
- Drafts Table - Each record contains the data about a video draft I have built, including the project the draft is related to.
The desired automation would detect a new draft record has been created and find the associated project record which contains a field defining the “primary project contact”. Using the ID associated to the primary contact, it would find that user in the “users” table to retrieve that user’s email address . Then send a formatted email to that user.
I have been having issues getting to that data downstream. Once I find the contract record the rest of the downstream data is not available in the field selection screens.
what am I doing wrong??
