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

1 Like

Topic		Replies	Views
Markdown template in the "name" field of generated documents (automation) Bugs & Issues	5	552	December 7, 2021
Why is `entity['Name']` get `null`? API & Programming	8	447	July 4, 2023
Wrong item appears in Documents field when linked Bugs & Issues	0	216	May 12, 2022
How I Implemented "Entity Templates" Fibery Showcase	12	1325	January 10, 2025
Problem: Different field name in Fibery API depending on the database API & Programming	1	293	July 6, 2023

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

Related topics