Brand Approval

[ChadWilhelm]

Hello,

I built and custom table called brand which holds the brand and reference to the user table.   I would like pass in the brand selected and then put the user in the approval record.   How can I do this through flow.  I am not able to pull the record from brand to update approval.   I read somewhere if my table does not extend from task this is not possible.   Is this what the issue is?   Any assistance is appreciated. Thanks, Chad

[jcmings]

You are trying to access the user listed on the Brand record? If so, you'll point to #2 - Look up Records and grab the user from there. This would be done in the data-pill selector next to "Anyone approves or rejects." See documentation here.

[ChadWilhelm]

Yes so on the catalog item a reference field points to the brand table and when the user selects a brand I want to do a lookup on that brand then pull back the user and send approval to that user.   I tried lookup records but it is all greyed out.

Thanks,

Chad

[jcmings]

See if you can click the (>) icon to dot-walk a layer further past the Brand record, and onto the User field, in the data-pill.

[ChadWilhelm · Accepted solution]

Unfortunately no.

Thanks,

Chad