Update Lookup Field Value Based On Another Field Value

Question

Hello:I have Pipeline that is receiving a webhook trigger and I realized you cannot map a field to a lookup field. I must store the value in a text field. How could I update a lookup field to match the value from a text field?To elaborate, I have 2 tables: Customer + InsuranceIn my Customers table, I collect all the info including their Insurance Info. I have another table Insurance, that is a very long list of insurance companies along with an insurance code. I need to return the code to the customer based on their insurance selected. No customer would know their code, so it's not an option to pass that along the webhook.I tried setting up a Pipeline to search for the matching insurance name, but it fails with updating the record. I get the following error: invalid literal for int() with base 10: 'payor_id'There's probably a better way of doing this. Appreciate the help!------------------------------Quincy Adam------------------------------

razid_ · Answer

Hi Quincy;I think you can accomplish this with a formula numeric field and a webhook in Customer table:1.&nbsp; Related Insurance(Reference) - Formula numeric field and formula:yy= is field id of field in insurance table that has insurance info.xxxxx=insurance table dbid.Formula:var number insRid= ToNumber(ToText(GetFieldValues(GetRecords("{yy.EX.'"&amp;[Selected Ins]&amp;"'}", "xxxxxxx"),3)));2. Create a webhook in customer table and trigger it when "Selected Ins" field change and "Related Insurance(Reference)" &gt;0 .Please see attached image.I hope this helpsThank you------------------------------Razi D.Desta Tech LLCrazi@destatechs.com------------------------------

quincyadam2 · Answer

Thanks Razi. I actually achieved doing this through a pipeline but used static text field instead. I'll give this a try next time.

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Quincy Adam
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Update Lookup Field Value Based On Another Field Value

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