Help

The Community will be temporarily unavailable starting on Friday February 28. We’ll be back as soon as we can! To learn more, check out our Announcements blog post.

Need help with Find records action

Topic Labels: Automations
1109 2
cancel
Showing results for 
Search instead for 
Did you mean: 
peterda
4 - Data Explorer
4 - Data Explorer

Hello! I have 2 tables in my database:

'Employee Directory' with fields: Name, Seniority, Department, and Email.

'Equipment Requests' with fields: Request, Employee (linked), Department (lookup), Email (lookup), and Status.

I would like to create an automation where, upon the creation of a request (trigger), an email is sent (action) to the manager of the same department where the employee works.

After setting up the trigger ('when a record is created'), I attempted to configure an action ('find records') that operates on the 'Employee Directory' table, finding records based on a condition. The condition should be 'where Department is' some dynamic condition. However, I am unable to select a dynamic item for the Department; it appears grayed out and states "Cannot assign list of string to string".

Could you please assist me with this issue?

2 Replies 2
Alexey_Gusev
13 - Mars
13 - Mars

Hi,
Which table holds Department (lookup) source value?
I suppose you don't trying to link to 'Employee table', using lookup, that should only work after you establish the link ))

Yeah it's a weird one.  Since you're using a lookup, you can solve this by creating a formula field that just displays the value of that lookup field like so:

Screenshot 2024-02-22 at 9.13.47 AM.png

And now you'll be able to select that formula field:

Screenshot 2024-02-22 at 9.14.16 AM.png

 

Alternatively, you could create a rollup field and use 'ARRAYJOIN(values)' to display the department instead, and that will be selectable in your automation

I've set up both here for you to check out