Welcome to the community, @Adalsteinn_Jorundsso! :grinning_face_with_big_eyes: If you happened to run your initial trigger step test on a different table, that would explain the difference. Re-run the trigger step test to get a record from its currently-assigned table, and the later steps should show you the correct field choices.
Welcome to the community, @Adalsteinn_Jorundsso! :grinning_face_with_big_eyes: If you happened to run your initial trigger step test on a different table, that would explain the difference. Re-run the trigger step test to get a record from its currently-assigned table, and the later steps should show you the correct field choices.
Thank you, @Justin_Barrett ! I’m very excited about airtable. But I’m new to this and a bit confused.
I did what you suggested, ran another trigger step and it was a success. But after hitting the “plus” sign again, it still only showed me fields from the table the trigger is in and not the table I want the action to happen in. I’m not sure what I’m missing.
Thank you, @Justin_Barrett ! I’m very excited about airtable. But I’m new to this and a bit confused.
I did what you suggested, ran another trigger step and it was a success. But after hitting the “plus” sign again, it still only showed me fields from the table the trigger is in and not the table I want the action to happen in. I’m not sure what I’m missing.
That’s correct. The trigger step only makes its own field data available to insert into later steps, so if the triggering record is in dOpportunity]
, you’ll have Opportunity]
fields to choose from in later steps. You can still update records in other tables, but not in the way that you’re thinking.
First off, I’m guessing that each record in aOpportunity]
is linked to a company and/or contact from the tCompany]
and yContact]
tables. If so, you can use those links to specify which record to update. For example, say you’re updating a company linked to an opportunity. In the “Update record” action, you’ll choose the ,Company]
table, then in the Record ID field, you can use the company record link from the trigger step to insert its ID. As for the single select field in that company record, you won’t be able to see a list of available options in a list, but you can type the text matching the option that you want to choose, and Airtable will set that option when the record is updated. Just make sure that what you type is an exact match: capitalization, spaces, etc.