Flow designer - Unable to drag and drop the record data pill

Daniella McDowe
Tera Contributor

We are using flow designer to create a email notification with a specific date condition. This is on the HR task table. We are unsure why we can't drag and drop the record data pill into the actions.

 

Does anyone know why or can anyone direct us with how to enable this?

 

Thank you!

2 ACCEPTED SOLUTIONS

Community Alums
Not applicable

HI @Daniella McDowe ,

Try using  "Look Up Records" :

SandeepDutta_0-1744075566790.png

 

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Sandeep Rajput
Tera Patron
Tera Patron

@Daniella McDowe This is expected as For each only works for iterate-able objects. You can choose to use Lookup records action or any field from Look up record which is a type of Array.

 

Here is an example.

 

Screenshot 2025-04-08 at 6.56.55 AM.png

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6 REPLIES 6

Daniella McDowe
Tera Contributor

Thank you @Sandeep Rajput and @Community Alums . Both of your responses were helpful.

 

For our scenario the "Look up Records" is used and we found that we had to alter how we were defining "Status" in the "Conditions". This then gave us success.

 

Appreciate your input and advice!

Community Alums
Not applicable

Hi @Daniella McDowe ,

Glad to see i could help you 😊