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Question

Lookup field in pipeline

  • November 7, 2023
  • 0 replies
  • 389 views
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Hello,

I'm having an issue adding a lookup field to my pipeline.

I want to update my current records when a criteria is met and then create a copy of the records. So I set up my pipeline like this:

  1. Search records when a specific query is met
  2. Then update the records
  3. Then create new records

The first 2 steps work fine. However, on the third step, I'm able to set values from step one into the new fields created in step 3 but the site ID field does not show up. The Site ID field is a lookup field from a relating table. This field is very necessary because it is used to populate data in some of the other calculated fields in the form. So when I copy the records, this field has to be there.

Just wondering if anyone has found a work around.



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Shalom
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    • ChayceDuncan
    • Registered
    • November 8, 2023

    If Site ID is a lookup field in the table then it won't appear because you're  not able to manually update the value. You need to make sure you're updating the 'Related Site' field as part of your copy - and in doing so the value of Site ID should populate along with the relationship being set through Related Site. 



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    Chayce Duncan
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