How to Pull Employee Name and Title Instead of Record ID Number in Quickbase Pipeline

Question

Hi Quickbase Community,I'm working on setting up a pipeline that will create a record in an archive app. I want to pull over the employee name and title into the new record, but the only available option I have is the Record ID. Unfortunately, when I use the Record ID, it only brings over the number ID rather than the actual name, and there is no title option at all. How can I pull the employee name and title instead of just the Record ID? Thanks in advance for your help!Meagan

MarkShnierYou · Accepted Answer

:)  On the Trigger step "a", the screen shot you posted shows a big empty field for "Fields for Subsequent Steps".  So you need to add your [Name] and [Title] fields there.

MarkShnierYou · Answer

On the previous trigger step or the previous search step did you identify the fields required for subsequent steps?  There is a box to set those.

Sign up

Login to the community