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Question

Update Lookup Field Value Based On Another Field Value

  • April 8, 2022
  • 0 replies
  • 138 views
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 + Insurance

In 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!

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Quincy Adam
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RaziD
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  • RaziD
  • Quickbase Alumni
  • April 13, 2022
Hi Quincy;
I think you can accomplish this with a formula numeric field and a webhook in Customer table:

1.  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.'"&[Selected Ins]&"'}", "xxxxxxx"),3)));

2. Create a webhook in customer table and trigger it when "Selected Ins" field change and "Related Insurance(Reference)" >0 .
Please see attached image.

I hope this helps
Thank you





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Razi D.
Desta Tech LLC
razi@destatechs.com
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Razi D. [WebsiteUrl]
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