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…

See here [image] Upload file to Fibery in Action button API & Programming Hi, Chr1sG It is possible. You may use script <% NAME(“File Name String”) %> Please see below the screen how it looks like [image]

I am getting this error now: [image] For this Rule: [image]

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.

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

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: {!Client.Name!} <% NAME("Collected Meeting Notes-" + Entity["Client.Name"])%> Thanks, Oleg

@Oleg , I tried your suggestion, but I still get the error: Failed to execute Action "Add Document": Response code 400 (Bad Request) [image] This rule also fails the same way: [image]

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

I just noticed, I think you need all caps for NAME: <% NAME("Collected Meeting Notes-" + (Entity.Client ? Entity.Client.Name : "No Client"))%> Can you try that…

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

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

Bugs & Issues

Matt_Blais May 31, 2022, 1:44am 3

I am getting this error now:

For this Rule:

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

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