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New flow unable to locate data fields in contact record.

Posted on by 10

Selecting the contact record as the entity then creating conditions based on data in customized fields is hitting a roadblock when the data fields needed for the conditions are unavailable.

For example, create flow based on contact form data, if contact type = client and next meeting date contains data.  If yes, send email.  I'm unable to locate contact type, or next meeting date, as fields that I can use in the query.

  • Suggested answer
    Bipin D365 Profile Picture
    Bipin D365 28,964 Super User 2024 Season 1 on at
    RE: New flow unable to locate data fields in contact record.

    Hi,

    Contact Type and Next Meeting date are custom field?

    Can you please check if you are in the correct enviornment and connected to correct enviornment.

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