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...
Pipelines
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.

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Matt Makris
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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.


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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's avatar
    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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  • MichaelTamoush's avatar
    MichaelTamoush
    Qrew Captain
    5 years ago
    Out of curiosity, can a notification be triggered off a formula field?

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    Mike Tamoush
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    • MarkShnier__You's avatar
      MarkShnier__You
      Icon for Qrew Legend rankQrew Legend
      5 years ago
      no.

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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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      • MarkShnier__You's avatar
        MarkShnier__You
        Icon for Qrew Legend rankQrew Legend
        5 years ago
        It depends what you mean.  if he record is edited and saved and the formula field change, then yes. But if you mean a lookup or summary field changed and the formula change, no.

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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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