New flow unable to locate data fields in contact record.

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Posted on by Dazzled

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.

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Bipin D365 28,983 Moderator on at

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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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