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Automations Find Records: what are the field type limitations? Error says: "No valid nested options"

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marcuswonder
4 - Data Explorer
4 - Data Explorer

Hi all,

I am curious to learn more about what linked and un-linked data can be used in the 'Find Records' action in Automations. 

This happens frequently, and I am fairly sure that it is related to field data types. Linked record fields can only be used in certain instances, and lookup fields can only be used in others. Sometimes I have had to create 'String' fields through formulae to lookup other records. 

My ask: does anyone have any links to learning resources or documentation where i can learn what the limitations/benefits of certain field types are. We are managing the database through a front-end, and no fields are updated manually, so the vagaries of these data types and their capacity/limitations is quite a challenge!

An example of my issue is included in the screenshots attached:

Cannot use values from Linked Fields in Find Records.png

For reference, I am working with 5 tables:

Users

  • In some cases linked to Organisations
  • In some cases linked to Properties

Properties

  • Linked to Users
  • In some cases linked to Leases

Units

  • Linked to Properties

Leases

  • Linked to Organisations
  • Linked to Properties

Tasks

  • In some cases linked to Properties
  • In some cases linked to Units
  • In some cases linked to Organisations
  • In some cases linked to Users

 

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