Forum Discussion

MattMakris's avatar
MattMakris
Qrew Assistant Captain
5 years ago

Issues using a lookup field as a trigger in Pipelines

Hi,

I'm trying to trigger a basic Pipeline that triggers when a record in the `Clients` table is updated. The record is a lookup record from our Quickbooks company table (it's using the native sync in Quick Base). When I update an invoice in Quickbooks and it syncs with Quick Base, the lookup field changes, but it doesn't trigger the Pipeline. Am I doing something wrong? Thanks in advance!

------------------------------
Matt Makris
------------------------------
Pipelines
  • MarkShnier__You's avatar
    MarkShnier__You
    Icon for Qrew Legend rankQrew Legend
    5 years ago
    The trigger has to be off the field which is changing and not a lookup field. 

    Can you clarify which field gets updated when the Sync runs?  Is that the field you are triggering from?

    ------------------------------
    Mark Shnier (YQC)
    Quick Base Solution Provider
    Your Quick Base Coach
    http://QuickBaseCoach.com
    mark.shnier@gmail.com
    ------------------------------
    • MattMakris's avatar
      MattMakris
      Qrew Assistant Captain
      5 years ago
      Hi Mark,

      The field that changes is `Overdue Balance` in the `Quickbooks Companies` table. I am using the `QuickBooks Company - Overdue Balance` lookup field in the `Clients` table to trigger the pipeline.

      ------------------------------
      Matt Makris
      ------------------------------
      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        As you have observed that is not ever going to trigger. 

         Email notifications, web hooks, Actions, automations, pipe lines… They all work the same way. They only trigger when a record is edited and changed, and not when a look up field changes in another table or not through the passage of time in the middle of the night  for example some formula field is now calculating to overdue. 

        So you will have to figure out a way to trigger off the record that has been changed.


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