Skip to main content

Lookup or Rollup fields do not appear in email automation

R
Forum|alt.badge.img+5

Hi, I've created a simple email automation that sends volunteers a record of their contact info (people table), plus their assignments from previous years (assignments table). The assignment details appear fine as lookup or rollup fields in the people table, but when I try to run the automation the assignment details are blank.

Does it have to do with the fact that it's a one-to-many relationship (one person, multiple assignments)?

People table with rollup and lookup fields:

Automation email fields:

Automation preview (contact info not shown but appears correctly):

Thanks for any insights; I've been struggling with this for hours!

 

2 replies

TheTimeSavingCo
Forum|alt.badge.img+28

As a data point, I'm able to get the lookup fields to show up in a 'Grid of records' display like so:

You mentioned the preview doesn't display stuff; could I confirm that it also doesn't work when you do a 'Test automation' on a record that you've confirmed should display data?

If so, that sounds like a bug and you may want to open a support ticket!

Adam, Consultant @ thetimesaving.company
R
Forum|alt.badge.img+5
  • rrusmin
  • Author
  • New Participant
  • 2 replies
  • January 21, 2025
TheTimeSavingCo wrote:

As a data point, I'm able to get the lookup fields to show up in a 'Grid of records' display like so:

You mentioned the preview doesn't display stuff; could I confirm that it also doesn't work when you do a 'Test automation' on a record that you've confirmed should display data?

If so, that sounds like a bug and you may want to open a support ticket!


OK, oddly enough when I went back to working on the automation again, both the rollup and lookup fields showed up! I can't explain it because I didn't change anything in the airtable. I was working with Fillout on an "update records" form, and when I went back to the automation I was testing, the fields displayed!

🤔 🤔Honestly I don't know what it could be, but I appreciate your reply Adam, thanks very much!

 

TheTimeSavingCo
1 person likes this
  • TheTimeSavingCo
    TheTimeSavingCo

Reply


Most helpful members this week

Terms & Conditions