Re: Cannot use linked record field in automations

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5 - Automation Enthusiast
5 - Automation Enthusiast

I have a table <TableA> whose records <TableARecord> have a field <LinkedRecordB> which is linked to records of a second table <TableB>.

I am try to use that field <LinkedRecordB> for automations and I don't see how.

  1. If I try to use it in a Condition Group, when defining the condition I can only use the record ID and Name.
  2. If, as a workaround, I try to find the corresponding record in <TableB> using a "Find records" action with "Find records based on" when trying to defined the condition I am not even able to select that field <LinkedRecordB> and get an error message when hovering stating: "No valid nested options"

The only solution I have found is using adding another field of type "Formula" in <TableA> an getting the Name of that linked record <LinkedRecordB> and then using it in the condition in option 2.

Am I missing something?

1 Reply 1

I don't think so I'm afraid, and I use your workaround of the formula field for the record name (or even a lookup field to grab the linked record's record ID sometimes) as well

Would be happy to learn how to solve this!