I have a service table in which it populates the total amount for a service & once the payments under the service is updated, the pending payment becomes 0.
I have created a bot where if the pending payment is 0 then change the stage of the service to converted.
But for some reason it is not working.
Yah you’re gonna have to provide a lot more details than that if you want any help.
Okay Marc
So I have a table by the name “Service” & “Payments” in my app.
My intention is that once the “Pending Payment = 0” then change the stage of the service to “Converted”. For the same I have made a bot.
So the pending payment column is in the Service table & its a virtual column. If I am right automation does not work with a virtual column, because of which my bot is not getting triggered itself.
I need a solution for the same..
I even tried a formula, where i said that if the total amount = the sum of related payements then change the stage to Converted. But that also didnt work.
Any more information which you would need to help out?
automation does not work with a virtual column, because of which my bot is not getting triggered itself.
Correct.
Presumably your VC expression’s value is changing when records on another table are added or edited? You need to set up on a Bot for add or edits on that other table. Then in the event condition, replicate your VC expression, and compare the result to 0.
You are correct, the value of the VC expression keeps on when the records in the payments table are edited/added.
I followed what you said, but when i have to run a process in the bot, the general “change in data action” but the column to which i want the change to happen “Service Stage” that is not in the list. Then i am trying return values process but that also didnt work.
Because your bot is on a different table now, you’ll have to use a reference action to execute the stage setting action on the original table.
Can you guide me on the reference action part?
I am not aware on how to do it?
does this work with automation or its a manual click on the button.
