Forum Discussion

MeaganMcOlin's avatar
MeaganMcOlin
Qrew Cadet
28 days 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.