Forum Discussion

kheatley's avatar
kheatley
Qrew Member
2 months ago

All Fields not appearing in Pipelines "Select Fields to Specify Values"

I'm trying to create a pipeline that will create a new record in my decisions table if a new record in requests is created. 

Was able to set up the On New Event section, but when I then try to set up the Create Record section, the fields I need to specify values (Approver Name, Approver Role) are not options.  

What do I do so I can make those fields options/selectable? 

Kim

  • Are those already mandatory fields in the [Decisions] table?   If so they are on the Pipeline Step already and cannot be selected again.

  • Huh.  Well then how can I automate creating new decision records for each approver role so I can then notify who still needs to approve a request?

  • If they are Mandatory, they will be there already. Here is an example

    Notice that Select Fields is blank.

    However Name is underneath it waiting to be filled.    Because Name is mandatory, you do not select it.

    • kheatley's avatar
      kheatley
      Qrew Member

      Sadly, mine does not have any mandatory fields.  Attached is screenshot.  

      Sorry I don't have much experience with Quickbase.

  • Here's screenshot of Decisions Process table fields.

  • I can see it now.   The fields you want to fill are Look Up fields from the Approvers table.    You can not set those.    You need to set the Related Approver.   Then all of those will be populated.

    • kheatley's avatar
      kheatley
      Qrew Member

      I set it to Related Approver but none of those fields populated.  See screenshot.