# Automation Rules: Can't reference Rule/Entity fields for defining Document Name

**URL:** <https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887>\
**Category:** Bugs & Issues\
**Tags:** automations\
**Created:** [May 30, 2022, 5:52pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887 "2022-05-30T17:52:37Z")\
**Posts on this page:** 16\
**Page:** 1

<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [May 30, 2022, 5:52pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/1 "2022-05-30T17:52:37Z")

</div>

With the “Add Document” Action in a Button/Rule: The Document Name field does not seem to allow references, e.g. `Collected Meeting Notes - \<%= Entity.Client.Name %\>

Both forms get interpreted literally:

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/5/5cba74e6fdbb81c382a8eeaf03c4b97ec7c06148.png)

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/f/fe8cea89b821f37eecf1e3701c7f36054f668bd0.png)

![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/3/3a00d58ef1f403d5d058d11f098a708935a17b0a.png)

**Furthermore, I am unable to open the created document - on ALT-click, nothing happens.**

And when I “Unlink” the Document, I see this:

![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/5/57b10bb457def4e22d08ee7942dc0add091b2cb0.png)

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<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [May 30, 2022, 10:19pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/2 "2022-05-30T22:19:58Z")

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See here

> [@Upload file to Fibery in Action button](https://community.fibery.io/t/upload-file-to-fibery-in-action-button/1664/8):
>
> Hi, Chr1sG It is possible. You may use script \<% NAME(“File Name String”) %\> Please see below the screen how it looks like

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<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [May 31, 2022, 1:44am UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/3 "2022-05-31T01:44:48Z")

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I am getting this error now:

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/5/5d986b6d6302670952828b03be8aa85bfd601dfc.png)

**For this Rule:**

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/9/91e24c5b0008ddffe8fa326a5ce1dba51ef08971.png)

---

<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [May 31, 2022, 6:31am UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/4 "2022-05-31T06:31:41Z")

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I don’t know if it’s causing the error but i would suggest leaving the doc name field blank if you are setting it programmatically.

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<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [May 31, 2022, 2:45pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/5 "2022-05-31T14:45:24Z")

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I tried that - no difference. Also with dummy content, and blank content.

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<div class="post-metadata">

**Author:** ![Oleg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/oleg/32/1887_2.png) [@Oleg](https://community.fibery.io/u/Oleg)\
**Post date:** [June 1, 2022, 5:49am UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/6 "2022-06-01T05:49:10Z")

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Hi,

Init of `Client.Name` is missing. Also the null ref check for `Entity.Client` is required. Please try to use something like that:

**UPDATED:**

```auto
{!Client.Name!}

<% NAME("Collected Meeting Notes-" + Entity["Client.Name"])%>

```

Thanks,  
Oleg

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<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [June 1, 2022, 2:36pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/7 "2022-06-01T14:36:46Z")

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@Oleg, I tried your suggestion, but I still get the error:

`Failed to execute Action "Add Document": Response code 400 (Bad Request)`

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/0/0483047ba815e7d5fbf87579e7c52e419daf0305.png)

This rule also fails the same way:

 ![image](https://us1.discourse-cdn.com/flex020/uploads/fibery/original/2X/f/ffb254556ec70b650332e7333702cc5cf11963c7.png)

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<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [June 1, 2022, 2:41pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/8 "2022-06-01T14:41:19Z")

</div>

Is the Meeting Notes relationship to Clients many-to-one?

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<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [June 1, 2022, 2:42pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/9 "2022-06-01T14:42:06Z")

</div>

It is one-to-one.

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<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [June 1, 2022, 2:45pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/10 "2022-06-01T14:45:14Z")

</div>

I just noticed, I think you need all caps for NAME:

```auto
<% NAME("Collected Meeting Notes-" + (Entity.Client ? Entity.Client.Name : "No Client"))%>

```

Can you try that…

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<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [June 1, 2022, 2:51pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/11 "2022-06-01T14:51:46Z")

</div>

Thanks @Chr1sG - that fixes the error, but `Entity.Client` is apparently empty (in both cases), as the `Client.Name` substitution gives “No Client”.

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<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [June 1, 2022, 3:02pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/12 "2022-06-01T15:02:20Z")

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Can you send a screen grab of the meeting notes you’re trying it on (or even better, a video of the automation being triggered and the outcome)

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<div class="post-metadata">

**Author:** ![Chr1sG](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/chr1sg/32/3941_2.png) [@Chr1sG](https://community.fibery.io/u/Chr1sG)\
**Post date:** [June 1, 2022, 3:27pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/13 "2022-06-01T15:27:16Z")

</div>

I’m not sure why Oleg’s suggestion is not working as intended, but here’s a JS-based workaround:

```auto
<%
const fibery = context.getService('fibery');
const x = await fibery.getEntityById(Entity.Type, Entity.Id, ['Client']);
const client = x['Client']['Name'];
%>

<% NAME("Collected Meeting Notes-" + client)%>

```

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<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [June 1, 2022, 6:01pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/14 "2022-06-01T18:01:59Z")

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Thanks @Chr1sG - that works for both triggers.

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<div class="post-metadata">

**Author:** ![Oleg](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/oleg/32/1887_2.png) [@Oleg](https://community.fibery.io/u/Oleg)\
**Post date:** [June 2, 2022, 8:21am UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/15 "2022-06-02T08:21:11Z")

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Looks like I made a mistake in accessing one-to-one property.  
I believe this is the correct code

```auto
{!Client.Name!}

<% NAME("Collected Meeting Notes-" + Entity["Client.Name"])%>

```

---

<div class="post-metadata">

**Author:** ![Matt\_Blais](https://sea2.discourse-cdn.com/flex020/user_avatar/community.fibery.io/matt_blais/32/1464_2.png) [@Matt\_Blais](https://community.fibery.io/u/Matt_Blais)\
**Post date:** [June 3, 2022, 6:25pm UTC](https://community.fibery.io/t/automation-rules-cant-reference-rule-entity-fields-for-defining-document-name/2887/16 "2022-06-03T18:25:37Z")

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> [@Oleg](#):
>
> `Entity["Client.Name"]`

@Oleg, that returns `null`, but @Chr1sG’s solution works.