Lookup Fields Not Available in Pipeline
Using Pipelines for the first time to have a record automatically be created. The creating of the record is no problem. However, I can't get the fields to update with data. After looking how the fields were updated manually, I see there are rules created to update the fields. Here is a pic of one of those rules:
So when the numeric field called " Support" is blank, it will get updated by a numeric lookup field called "# of Cases in the Last Month Form". When I got to create my pipeline, I am not seeing the field "# of Cases in the Last Month Form" or any of the other lookup fields available for selection in the pipeline.
Below is the pipeline I created to create the record:
When selecting a field for "Select Fields to Specify Values", the field "# of Cases in the Last Month Form" is not available to select. I tried to update "Support" with the field ID, the field name, and a.# of Cases in the Last Month Form" (along with all the brackets / paranthesis / etc needed) but the "Support" field was empty.
Then I added an action to update the record once it is created. See below:
Again, I tried to update "Support" with the field ID, the field name, and a.# of Cases in the Last Month Form" but the "Support" field was empty. I figured out you can drag a field into "Support" from the inbox to the right of the "update record" but the field "# of Cases in the Last Month Form" is not available to do that.
Are fields that were created for a relationship between tables not available for pipelines? If these are, how do I make these fields available to select?
And if not, then how do I update "Support" with the data I need to be in it if this field is reliant on a lookup field?
Thanks!!
Shane
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Shane Selasky
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So when the numeric field called " Support" is blank, it will get updated by a numeric lookup field called "# of Cases in the Last Month Form". When I got to create my pipeline, I am not seeing the field "# of Cases in the Last Month Form" or any of the other lookup fields available for selection in the pipeline.
Below is the pipeline I created to create the record:
When selecting a field for "Select Fields to Specify Values", the field "# of Cases in the Last Month Form" is not available to select. I tried to update "Support" with the field ID, the field name, and a.# of Cases in the Last Month Form" (along with all the brackets / paranthesis / etc needed) but the "Support" field was empty.
Then I added an action to update the record once it is created. See below:
Again, I tried to update "Support" with the field ID, the field name, and a.# of Cases in the Last Month Form" but the "Support" field was empty. I figured out you can drag a field into "Support" from the inbox to the right of the "update record" but the field "# of Cases in the Last Month Form" is not available to do that.
Are fields that were created for a relationship between tables not available for pipelines? If these are, how do I make these fields available to select?
And if not, then how do I update "Support" with the data I need to be in it if this field is reliant on a lookup field?
Thanks!!
Shane
------------------------------
Shane Selasky
------------------------------
