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Nov 04, 2021 06:40 AM
I could have SWORN this was working before the new automations system overhaul a couple of months ago…
So I have a little CRM set up. Three entities are involved here. Farms, Interactions, Tasks.
Interaction - An interaction has a link to a farm (all interactions have a farm). This is the trigger of the automation. When a certain field of an Interaction is updated, the automation triggers.
I want this automation to create a new record in the Tasks table, and use one of the fields from the Interaction’s linked farm to do this. So at the automation’s screen, I issue a:
- Create Record (task)
- Set the assignee of the Task to the “User” field of the farm, and to do this, in the automation screen:
- Click + next to assignee (one of the fields of the task record)
- Choose “record from step 1” (the interaction)
- Choose Farm, Continue…
And this is where things fall apart. Instead of seeing all the fields in the linked farms table, I don’t see any! I have recorded this quick vid:
https://vimeo.com/642313579/590f0b34f5
So to recap, a change in the Interaction causes the automation to trigger. I want to create a new record, and go from the triggering automation, into the linked farm, and pull one of the fields and use that field for the new Task record, but I can’t get access to any of the farm’s fields!
Please and thank you.
-Brian
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Nov 04, 2021 07:35 AM
I don’t recall ever having the ability you describe. The value of a linked record field is the list of names and IDs of the linked records, not every cell value from the linked record.
I suggest adding a Lookup field to the Interactions table that brings in the Assignee field from Farms.
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Nov 04, 2021 05:08 PM
Ahh yeah you might be right. That’s too bad. Would be clean to not have to use the lookups but that is a good alternative. Thank you.
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