Forum Discussion

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...

MarkShnier__You

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Qrew 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?

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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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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.

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Matt Makris
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- MarkShnier__You
  Qrew 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
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  - MattMakris
    Qrew Assistant Captain
    5 years ago
    Thanks Mark, I'll try to trigger the field directly from the Quick Books Companies table instead.
    
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    Matt Makris
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