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‎Apr 19, 2023 10:53 AM - edited ‎Apr 19, 2023 10:54 AM
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.
- If I try to use it in a Condition Group, when defining the condition I can only use the record ID and Name.
- 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?
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‎Apr 21, 2023 01:43 AM
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!
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‎Aug 07, 2024 02:39 PM
I'm working on this exact same issue, was a solution ever found?
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‎Sep 13, 2024 11:01 AM
I'm also in this situation, but one step further. I tried this work around, where if I make a formula field to populate the lookup fields data, I get "invalid input errors" as if it cannot read the formula field and I swear this used to be an option that worked.
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