Forum Discussion

Qrew Cadet

2 years ago

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 fi...

ShaneSelasky

Qrew Cadet

2 years ago

ok. so played around with this some more and I found the action "Lookup Record". Add this to my pipeline and now I see the lookup field "# of Cases in the Last Month Form". Created the following:

followed by:

And now I am getting data in the field "Support". The data looks off but I am at least getting data!!

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Shane Selasky
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