IvanWeiss
3 years agoQrew Captain
Maintaining the value of a field on one table based on a comparison on another table in Pipelines
Hello everyone. I have a project management app that contains billing and CRM functionality. I have two tables, Opportunities < Orders. On the opportunities table there is a field for Value which is the dollar amount of expected revenue of the opportunity. On the orders table I have a field for the contract value and it sums up to the parent opportunities table as a total.
Here is the logic I have thus far on the pipeline:
So I think I have all of the logic right, I am just puzzled that the "b" record does not show up in the field selector popup. I dont know if that is a pipeline error/bug or I am using it incorrectly.
Thanks!
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Ivan Weiss
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Here is the logic I have thus far on the pipeline:
- On New Event checks if the orders table is added or updated. It grabs the field related opportunity to get the record ID of the linked opportunity
- Lookup record to grab the Opportunity table record based on the record ID taken from the first step
- If Statement Logic
- In the if statement I have the condition "Total Orders Value" > {{b.value}}. I put this in based on the b record which is the opportunities table. The problem with this is I am not sure if it will work. When I click on the field after the is greater than I expected a pop up to let me grab the field and drag it into the box. Since it didnt appear I manually typed {{b.value}} assuming I could use it. But I am not sure if it will work.
- If the condition is true I update the opportunity value to the Total Orders Value
- Otherwise end the pipeline
- In the if statement I have the condition "Total Orders Value" > {{b.value}}. I put this in based on the b record which is the opportunities table. The problem with this is I am not sure if it will work. When I click on the field after the is greater than I expected a pop up to let me grab the field and drag it into the box. Since it didnt appear I manually typed {{b.value}} assuming I could use it. But I am not sure if it will work.
So I think I have all of the logic right, I am just puzzled that the "b" record does not show up in the field selector popup. I dont know if that is a pipeline error/bug or I am using it incorrectly.
Thanks!
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Ivan Weiss
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