Pipelines and Filters
Hello,
I'm attempting to setup a Pipeline which checks to see if a record has two Numeric Summary Fields which equal each other, and if they do, it updates a multi-text status field from "Assigned" to "Delivered."
When attempting to create the Pipeline, I've been struggling to get it to run. When attempting to set the filter so that it checks if Field A equals Field B, it seems like I can't check Field A against another field specifically, only enter a value of my own. I thought about getting around this by using a checkbox formula on the record which says if Field A = Field B, true and then having the Pipeline filter be setup such that it runs when the Checkbox field is true. However, the Pipeline never seemed to trigger off that Checkbox, even when it was changed from unchecked to checked.
Is the issue that I'm not actually updating the record, but instead Summary fields which are being updated? If so, is there any way around that? Thank you in advance.
