Forum Discussion
- ChayceDuncanQrew Captain
How are you looking up the record in the other table to perform your action? Your Pipeline high level should look something like:
Step A: Trigger when record is updated and status changes
Step B: Lookup or search for record in other table
Step C: Update Step B or Loop through Search Results to update Step B
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Chayce Duncan
------------------------------- TiberCapitalQrew TraineeHi Chayce, thanks for responding! I'm trying what you said, but am getting stuck on the loop I think because I'm not seeing the status options in the 2nd table. I'm going to keep messing with it.
I'm using "Search Records" in step B. Should I try "Look up a Record"?Get Outlook for iOS
- ChayceDuncanQrew Captain
When you say you're not seeing the status options - does that mean that it's not available as a field when you're picking the fields to include or is it there and the options aren't showing? The search records is fine as long as you're also using the loop and querying properly.
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Chayce Duncan
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