Feb 21, 2024 10:17 AM
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?
Feb 21, 2024 04:45 PM
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 ))
Feb 21, 2024 05:15 PM
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:
And now you'll be able to select that formula field:
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