Add new record to other table based on column status

Hi folks

I’ve got what I thought would be a fairly straightforward query - i have an store inspection app and one of the columns is red/amber/green. When a user adds a record to the inspection app, and selects ‘red’, I want a new record to be added to another table called Red tracker (other tab on a ms365 excel), so we can track reds (i.e. problems).

I have used the bots with Event as ‘new store inspection record created’ then a process as follows:

the task shows here, with the two columns (store number and date) as set:

I also tried another couple of ways, based on what I could find on youtube and what I could see on this forum, but no joy.

Any help appreciated

Thanks

Chris

Chris

What you have seems correct.

Are you getting any errors in the bot’s monitor?

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Hi Teesee

I looked at the auditor and it seems ok - although I’ve never monitored bots before, only workflows (I have a send email in attachment on add record working fine in the same app), is it in the usual 'manage/monitor/audit history?

This is the monitor I am referring to.

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Ok - I’ve got this - looks like a column type error…

Good. Just need to assign the correct value..

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Result! I changed the column type in store in red tracker and it worked. Thank you!

Chris

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I would also put your text (ie red) in quotations in your expressions.

This would prevent unnecessary errors 'cause it can sometimes sneak up on you quite unexpectedly.

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Noted, will do. Thanks again. I wasn’t aware of that monitoring capability for bots, very useful.

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