Update Lookup Field Value Based On Another Field Value
Hello: I have Pipeline that is receiving a webhook trigger and I realized you cannot map a field to a lookup field. I must store the value in a text field. How could I update a lookup field to matc...
Hi Quincy; I think you can accomplish this with a formula numeric field and a webhook in Customer table:
1. Related Insurance(Reference) - Formula numeric field and formula:
yy= is field id of field in insurance table that has insurance info. xxxxx=insurance table dbid. Formula: var number insRid= ToNumber(ToText(GetFieldValues(GetRecords("{yy.EX.'"&[Selected Ins]&"'}", "xxxxxxx"),3)));
2. Create a webhook in customer table and trigger it when "Selected Ins" field change and "Related Insurance(Reference)" >0 . Please see attached image.
I hope this helps Thank you
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