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.
Sadly, mine does not have any mandatory fields. Attached is screenshot.
Sorry I don't have much experience with Quickbase.
Please send screen shot of the fields from the table.
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.
I set it to Related Approver but none of those fields populated. See screenshot.
Thanks again Don for all your help! :)
