Forum Discussion

MathewCrist's avatar
MathewCrist
Qrew Member
5 years ago

Automations: reference proxy fields

I'm defining an automation action, and the field I'm looking for is not showing in the Values dropdown (below). Is this because it is a reference proxy field?

Also, here's the relationship info (the Automation is being created from the 'Leads' table):


Thanks!

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Mathew Crist
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  • You cannot update lookup fields.  You need to populate the value for [Site ID], and the relationship will populate all the lookup fields.

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    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
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    • MathewCrist's avatar
      MathewCrist
      Qrew Member
      Thanks Mark!
      So it is actually the [Site ID - Address] that I am referring to. Short of creating a field that has all of the address info typed out (i.e. 555 Pipeline Dr. Tacoma, WA 55555), is there a workaround that would allow the Automation to pull this reference proxy field? Does that make sense?

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      Mathew Crist
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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        I'm confused.  Are you trying to create a Leads record with the Automation?   if so, you need to populate the [Site ID] field.

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        Mark Shnier (YQC)
        Quick Base Solution Provider
        Your Quick Base Coach
        http://QuickBaseCoach.com
        mark.shnier@gmail.com
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