Flow Designer: Populating a reference field from variable

tsutherland
Kilo Sage

I have created a record producer for users to create new vendors. The company name is a string variable in the record producer and it successfully creates a vendor record on the company table.  However, I am running into trouble trying to create a tiering assessment record using the Name of the company in the company record (which is the trigger) to populate the Vendor field (reference field) in the tiering assessment. See screenshot. What am I missing here?

 

find_real_file.png

1 ACCEPTED SOLUTION

Tony Cattoi
Mega Guru

Since the vendor field is a reference field it is looking for a link to a record rather than a text field like name.  If the record field is the company record from the trigger you could use the company record pill rather than the company record->name pill.  If not, you would need to do a lookup action to get the correct record first.

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3 REPLIES 3

Tony Cattoi
Mega Guru

Since the vendor field is a reference field it is looking for a link to a record rather than a text field like name.  If the record field is the company record from the trigger you could use the company record pill rather than the company record->name pill.  If not, you would need to do a lookup action to get the correct record first.

Ah! That worked perfectly to link to the record rather than the name. Thank you!

That worked perfectly, i was struggling with that one for a time now. It was very helpful, Thank you!