I could have SWORN this was working before the new automations system overhaul a couple of months ago…
So I have a little CRM set up. Three entities are involved here. Farms, Interactions, Tasks.
Interaction - An interaction has a link to a farm (all interactions have a farm). This is the trigger of the automation. When a certain field of an Interaction is updated, the automation triggers.
I want this automation to create a new record in the Tasks table, and use one of the fields from the Interaction’s linked farm to do this. So at the automation’s screen, I issue a:
- Create Record (task)
- Set the assignee of the Task to the “User” field of the farm, and to do this, in the automation screen:
- Click + next to assignee (one of the fields of the task record)
- Choose “record from step 1” (the interaction)
- Choose Farm, Continue…
And this is where things fall apart. Instead of seeing all the fields in the linked farms table, I don’t see any! I have recorded this quick vid:
So to recap, a change in the Interaction causes the automation to trigger. I want to create a new record, and go from the triggering automation, into the linked farm, and pull one of the fields and use that field for the new Task record, but I can’t get access to any of the farm’s fields!
Please and thank you.