Clay Icon

Trouble with lookup record in table: need help troubleshooting

·
·

I'm having trouble getting lookup record to work in this table can you tell me what I might be doing wrong? Thank you!!!

  • Avatar of Clay Team
    Clay Team
    APP
    ·
    ·

    LuisArturo, do you have some time to jump in here and check? :)

  • Avatar of LuisArturo
    LuisArturo
    ·
    ·

    Sure let me take a look.

  • Avatar of David K.
    David K.
    ·
    ·

    Thank you

  • Avatar of Clay Team
    Clay Team
    APP
    ·
    ·

    Got it to run your column David, it looks like you might have accidently clicked the wrong column in the "Target Column" option. Look Up Record needs to search for matching values in two different tables. You selected Sale Nav Company Link on this table, but clicked option FINAL- Sled Customer Assistance on the other, which happened to be below the one you were looking for.

  • Avatar of David K.
    David K.
    ·
    ·

    Ahh thanks LuisArturo did you update that for me?

  • Avatar of David K.
    David K.
    ·
    ·

    it looks correct now

  • Avatar of LuisArturo
    LuisArturo
    ·
    ·

    Yes I did make that change for you.

  • Avatar of David K.
    David K.
    ·
    ·

    thank you!

  • Avatar of David K.
    David K.
    ·
    ·

    that worked and when I update something in the other table that new information will move over to this table?

  • Avatar of Clay Team
    Clay Team
    APP
    ·
    ·

    Sorry for the delay, no you would need to re-run the "Lookup Record" to fetch the new data

  • Avatar of David K.
    David K.
    ·
    ·

    ok makes sense thansk!