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] [image] [image] Furthermore, I am unable to open the created document - on ALT-cl…

I’m not sure why Oleg’s suggestion is not working as intended, but here’s a JS-based workaround: <% const fibery = context.getService('fibery'); const x = await fibery.getEntityById(Entity.Type, Entity.Id, ['Client']); const client = x['Client']['Name']; %> <% NAME("Collected Meeting Notes-" + cli…

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

Bugs & Issues

Chr1sG May 30, 2022, 10:19pm 2

See here

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

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