Re: Pipeline Record Search Advanced Filter didn't find any records

Giving this a bump.

I posted a thread yesterday about trying to use formula fields as key fields/webhooking in text to a key field and the limitations I was facing there. I'm trying instead to solve the problem with a pipeline:

Step A
Trigger when status or currently assigned to fields change. Include date of assignment and currently assigned to and related parent field for future steps.

Step B
Search for records in the parent table where the user in step A equals the user in the record being searched AND where the date field in the record from step B equals the assignment date in step A. Jinja expressions:
{% if b.name_current_user.id == a.currently_assigned_to.id %}
TRUE
{% endif %}

{% if b.date == a.date_assigned %}
TRUE
{% endif %}

Step C
Update the related parent field of the record from step A with the record ID of the record found in step B.

The pipeline gets triggered and when it gets to step B the activity log says, "Found no Records of Record type" even though both of the Jinja expressions evaluate to true. Also, I have to use a Jinja expression for the date because the native expressions for date fields in pipelines doesn't have an "equals" or "is" option.

Thoughts?

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Daniel Johnson
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