I am working on a app that serves as an intake staging area for a public facing form. The forms only identifiers to the customer is an account number. I am tying to use this account number to copy the record to a different application using that number as reference to attach to a table with existing records. My pipeline is currently setup in the following way:
Step 1:
Intake record which triggers on a status change from "pending" to "approved" We will call the app this step looks at "Intake"
No issues with this step
Step 2:
Search records from what we will call the "Live" app which has an "Organizations" table with entries including the org name, details and the EIN#. Fields for subsequent steps here include that account #.
Step is finding the EIN# and shows the org name in the output.
Step 3:
Basic condition to only proceed if records are found matching account #.
Step 4:
Creates a new record in the Live app primary table. Organization is a require field and I have {{b[0].id}}} as the entry.
Issue: Once the record is created it is showing the EIN# itself in the organization field, not the org name. It is not properly going through the relationship to pull the relevant organization information.
