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MeaganMcOlin's avatar
MeaganMcOlin
Qrew Cadet
2 months ago
Solved

How to Pull Employee Name and Title Instead of Record ID Number in Quickbase Pipeline

Hi Quickbase Community,

I'm working on setting up a pipeline that will create a record in an archive app. I want to pull over the employee name and title into the new record, but the only available option I have is the Record ID. Unfortunately, when I use the Record ID, it only brings over the number ID rather than the actual name, and there is no title option at all. 

How can I pull the employee name and title instead of just the Record ID?

 

Thanks in advance for your help!
Meagan 

  • :)  On the Trigger step "a", the screen shot you posted shows a big empty field for "Fields for Subsequent Steps".  So you need to add your [Name] and [Title] fields there.

  • On the previous trigger step or the previous search step did you identify the fields required for subsequent steps?  There is a box to set those.

    • MeaganMcOlin's avatar
      MeaganMcOlin
      Qrew Cadet

      Excellent question. If I understand correctly, yes I did. 

      This is my entire pipeline at this time. 

      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend

        :)  On the Trigger step "a", the screen shot you posted shows a big empty field for "Fields for Subsequent Steps".  So you need to add your [Name] and [Title] fields there.